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Microsoft Online Bleeds leaving Google Search Unscathed February 15, 2010

Posted by Glenn Irvine in Analysts, Blog, Commentary, Competitive, Futuring, Media.
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While a lot of the online community is a-buzz at the moment with Google’s latest distraction, the underlying battle for mindshare in the online World is perhaps better demonstrated by the recent posting of Microsoft’s Online Business losses.

As reported in CIO Magazine today, “This division has been losing hundreds of millions of dollars for two years (it reported a $466 million income loss for the last three months of 2009)”. Much of it due to the increased cost of gaining traffic. (Purchasing traffic through promotions and deals).

eg. the $10M USD recently spent to gain access to Twitter feeds mentioned in my recent post “2010: The Google v. Microsoft War to Intensify

And during all of this they haven’t greatly touched Google Search’s business, mostly cannibalising the Yahoo Search marketshare instead.

With the Microsoft/Yahoo search partnership threatened by this performance, how much more will MS be willing to wear before they reconsider the strategy?

Regards,

Glenn Irvine
glenn.irvine@collaborativeview.com

2010: The Google v. Microsoft War to Intensify December 23, 2009

Posted by Glenn Irvine in Analysts, Blog, Commentary, Competitive, Futuring, Media.
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A great Analyst piece was released by ComputerWorld today outlining the outlook (no pun intended) for the battle between Google and Microsoft in 2010.

Have a look at the article by Sharon Gaudin in the US that was released this morning:

http://www.computerworld.com.au/article/330795/news_analysis_google_microsoft_escalate_war_2010/

This snippet from the article is a good  summary:

[“These two companies really squared off this year,” said Jim McGregor, an analyst with In-Stat. “Both are looking for dominant positions in the Internet. For Google to increase its business, it needs to move into other territory. For Microsoft to have significant growth opportunities, it needs to become an Internet powerhouse, and they know it. This is not a war that is going to be won by one or two battles. This is going to be a prolonged activity.”

He added that the battle isn’t simply over which can be called top dog, because the fight is critical to both companies. “For Google, it’s about expanding, and for Microsoft, it’s about a life-or-death challenge,” McGregor said.]

I noticed with amounts paid for both Google’s ($15M) and Microsoft’s ($10M) ability to search the Twitter stream this week, we have a fairly healthy indicator of the battle between the two over online search.

http://www.itproportal.com/portal/news/article/2009/12/22/twitter-set-make-profit-2009-thanks-bing-google/

Another article this week alluded to Google’s current research (some 25 odd projects) into increasing internet speeds.

http://www.pcworld.com/businesscenter/article/185239/google_races_to_speed_up_the_web.html

I think 2010 is going to be an interesting year in this space as we see the battle for domination of the web pan out.

Regards,

Glenn Irvine
glenn.irvine@collaborativeview.com

MS Chief Architect Ray Ozzie discusses Cloud for Corporates May 25, 2009

Posted by Glenn Irvine in Blog, Commentary, Competitive, Media.
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Ray Ozzie was reported in the IDG News Service late last week, in one of his rare outings with the Media on his views of Cloud Computing and the appetite for it by the Enterprise Sector.

In essence he believes that the first wave of adoption by Corporates will be the transition of Email and Collaboration technologies to this mode of operation, and this makes perfect sence.

The competition is clearly eyeing both of these solution spaces with offerings from IBM’s Lotus with Lotus Live – Email, and Lotus Live – Engage; as well as Google with GMail and Google Apps.

Talk to any one of these vendors and they will have their complete “Cloud Ready” spiel at hand, and all of their offerings have their marketing engines winding up well beyond the “Beta” messaging often being used.

Have a look at the article with Ozzie’s comments on ComputerWorld here.

Regards,

Glenn Irvine
glenn.irvine@collaborativeview.com

Telstra & Microsoft Partner for SaaS in Australia November 7, 2008

Posted by Glenn Irvine in Blog, Commentary, Competitive, Media, Survey.
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This is a big one for the Lotus Community in Australia.

ARN – Telstra and Microsoft forge alliance

Telstra partnering with Microsoft to deliver hosted Exchange, Sharepoint, and Unified Communications will be a big blow to IBM’s efforts.

The increased sales coverage, and scalability cost advantages with a quick go-to-market strategy will be very hard to counter.

Microsoft is moving fast with alliances in Australia, including incubator efforts with organisations like iLab in Queensland using the BizSpark initiative, winning the hearts and minds of the developer community.

What do you think…

Regards,

Glenn Irvine
glenn.irvine@thelotusposition.net

IE8 Beta & iNotes August 29, 2008

Posted by Glenn Irvine in Commentary, Competitive, Review.
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Just downloaded the IE8 Beta and thought I’d run it through it’s paces.

If you have a look at the features video that Microsoft Communications runs, there are some nice features, like the following.

  1. Accelerators – Speed access to context sensitive services (Ebay, Maps, Search, Wiki, Translation etc)
  2. Webslices – Keeping track of specific content in realtime, like Ebay auctions, Blogs, RSS etc
  3. Search Suggestions – speeding search bar use
  4. One Click favourites – for faster loading
  5. InPrivate Browsing – Anonymising and removing tracking history
  6. Crash recovery
  7. Improved Security & Privacy measures

But once I started doing anything meaningful, like run up iNotes (8.0.1), and even WordPress, I found it started to get very glitchy. (Guess that is why they call it Beta).

Interestingly there is a button right next to the address bar called the “Compatibility View”, and that at least allowed me to do this post. The Hover-over for the button says… “websites designed for older browsers [read: all of them at the moment] will often look better, and problems such as out-of-place menus, images or text will be corrected”

I’ve often wondered about the thought process used by a developer when they come up with a function like this. It stuns me.

Still haven’t got iNotes working completely well, but I have some further testing.

I do have to say, that I like the Webslicing and Accelerators elements. Clearly have done their homework on useability and current browsing habits.

I found the video example used a scenario around buying your wife a diamond ring on the sly for demonstrating the “InPrivate Browsing”. Had to laugh at that one…

Regards,

Glenn Irvine
glenn.irvine@thelotusposition.net

Who better to advertise Microsoft Vista, than the Guy with the Show about Nothing! August 24, 2008

Posted by Glenn Irvine in Blog, Commentary, Competitive.
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A news article doing the rounds today, is that Microsoft is about to embark on a $300M advertising campaign to boost the image of Windows Vista, and they have chosen Jerry Seinfeld to anchor the effort!

How ironic… that they choose the guy who came to fame with a show about nothing!

I couldn’t think of a more fitting personality. Add to that the sarcastic, cynical view of the World that Jerry brings to humour, and that he is a stand up comedian. I just have to say “What a joke!”

If Microsoft was shooting for credibility for Vista, then for once, their ‘Marketing Machine’ has erred, and I can’t say I am complaining. It all has a rather Kharmic feel to it.

Can’t wait to see the ads. I really hope they roped Kramer into it as well.

Regards,

Glenn Irvine
glenn.irvine@thelotusposition.net

What will Microsoft “Midori” mean to Lotus August 5, 2008

Posted by Glenn Irvine in Blog, Commentary, Competitive, Uncategorized.
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Recent discussion around the still somewhat “Under Wraps” project code-named Midori at Microsoft is suggesting a Microsoft Future “Post-Windows”. This, and the rise of industry interest in Virtiualisation, SaaS, and Cloud Computing, all point to a near-term future where consumption of software services will go through a significant disrupting period that will affect us all.

The Midori research is Microsoft’s effort at potentially making significant inroads into market-share for the operating system of a Cloud Future. Many Vendors are already on track to produce offerings for this future. IBM have their Blue House Initiative in the Lotus Space.

If Microsoft can use their Brand power to capture the market with an early Type-1 Hypervisor like Midori, it will have quite a bit of influence on this space going forward. (And the tacit support of Microsoft as a delivery model)

For resellers of products of Microsoft or IBM’s Lotus Brand, it is now time to consider an impending sales model for this “Desktopless” future. It will have a significant impact on their business.

While we have seen the problems inherant in the SaaS models with early adopters like Saleforce.com, it is only a matter of time before Quality of Service via the Internet improves to acceptable levels for greater uptake.

That’s when we will see the build-up of the “Wave”

Regards,

Glenn Irvine
glenn.irvine@thelotusposition.net

The Subtext from the Microsoft Worldwide Partner Conference July 28, 2008

Posted by Glenn Irvine in Commentary, Competitive, Events, Media.
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A very interesting article out by AMR Research, titled “Not Swag: Six Takeaways from Microsoft’s Worldwide Partner Conference” outlines 6 key issues that the analyst feels either needs to be addressed or Microsoft Partners need to take on board.

They are:

  1. A need to return to innovation rather than following innovation
  2. Deliberate dependency on the channel
  3. Partners need to adapt to the new models of Microsoft business (esp. SaaS)
  4. Sharepoint, Sharepoint, and more Sharepoint
  5. Deskless Worker and Mobility initiatives
  6. Increasing Apple Competitive focus

The focus on Sharepoint, Mobility, Saas delivery, and Apple competition are all areas that have an impact on the Lotus market, and are well worth understanding by Lotus Partners.

Regards,

Glenn Irvine
glenn.irvine@thelotusposition.net

Microsoft are targeting 5 Million Notes Accounts this next year July 25, 2008

Posted by Glenn Irvine in Blog, Commentary, Competitive, Media.
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I noticed an article today on NetworkWorld where the COO of Microsoft, Kevin Turner stated to a Financial Analysts Annual Meeting, that they would be targeting 5 Million Seats of Lotus Notes Customers this next year.

It looks like the competitive scene between IBM and Microsoft is heating up again with both Vendors claiming Marketshare gains last year.

And I know both have competitive campaigns and programs focusing on this core area of the market. It’s going to be an interesting ride in some key Australian Accounts over the next 6 months as they both struggle for mind-share and influence.

The proliferation of Sharepoint is also an interesting dynamic as this article from some Forrester research highlights it is essentially this decade’s Excel & Access, and IT departments will struggle to meet user demand for support, as the creation by users of sharepoint instances grows.

 

Regards,

Glenn Irvine

Microsoft promises 4 patches next week… or you could move to Domino. July 4, 2008

Posted by Glenn Irvine in Commentary, Competitive, Media.
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Why do organisations continually put up with the amount of patching that Exchange and the Microsoft stack requires.

Try a robust, secure, solid alternative! … Domino

Regards,

Glenn Irvine
glenn.irvine@thelotusposition.net

http://www.arnnet.com.au/index.php?id=870711453&eid=-100

Microsoft to patch Windows 2000, XP, SQL and Exchange servers

All four security updates listed as “important”, the company’s second-highest ranking

Gregg Keizer (Computerworld) 04 July, 2008 07:48:32

Microsoft on Thursday chalked in four security updates for next week that would fix vulnerabilities in Windows, SQL Server and Exchange Server.

All four were labeled “important,” the company’s second-highest ranking, even though one of the Windows updates will quash a bug that attackers could use to execute malicious code remotely. That kind of vulnerability has been regularly rated as “critical” by Microsoft in the past.

As is its practice for pre-patch notifications, Microsoft disclosed few details Thursday of next week’s updates other than their severity ranking and the affected software.

…[more]