Showing posts with label Microsoft. Show all posts
Showing posts with label Microsoft. Show all posts

Thursday, October 6

Steve Jobs RIP (1955-2011)

The King of the BHAG is dead.

Steve Jobs (1955-2011)

Official statement from the Apple Board:
We are deeply saddened to announce that Steve Jobs passed away today. 
Steve’s brilliance, passion and energy were the source of countless innovations that enrich and improve all of our lives. The world is immeasurably better because of Steve. 
His greatest love was for his wife, Laurene, and his family. Our hearts go out to them and to all who were touched by his extraordinary gifts.


For more reflections on Jobs recent resignation as CEO and some rare, early interview footage of the Apple co-founder see End of a Tech Era.

Tuesday, August 30

One Chart: Why Apple, Microsoft, Oracle, etc. are Teaming-Up Against Google

Here's last year's prediction, made back when Android had under 25% of the market and was smaller than the iPhone. Below are the latest comScore market share figures, which have Google's Android up 5.4% in three months and rapidly closing in on 50% of the U.S. smartphone market.

Top Smartphone Platforms
3 Month Avg. Ending Jul. 2011 vs. 3 Month Avg. Ending Apr. 2011
Total U.S. Smartphone Subscribers Ages 13+
Source: comScore MobiLens
Share (%) of Smartphone Subscribers
Apr-11Jul-11Point Change
Total Smartphone Subscribers100.0%100.0%N/A
Google36.4%41.8%5.4
Apple26.0%27.0%1.0
RIM25.7%21.7%-4.0
Microsoft6.7%5.7%-1.0
Symbian2.3%1.9%-0.4
Look no further than above for an explanation of the strange bedfellows which recently united against Google.

Thursday, August 25

End of A Tech Era - Steve Jobs Resigns as Apple CEO (Video)

Details here.

Sadly, this is likely grim news as I imagine the only reason Jobs would resign is for health reasons.

The multi-episode documentary Triumph of the Nerds is one of the first films to chronicle the early rise of Mr. Jobs and Silicon Valley, as well as Jobs' legendary rivalry with Bill Gates. It features rare, candid interview footage with Jobs.

Embedded below is the Jobs-Apple focussed episode 3, and if you want to skip ahead to when Jobs comes on go to the 9:45 mark.



P.S. The earlier Triumph of the Nerds episodes 1 and 2 are also on Google Video.

Saturday, August 20

Software Is Eating The World

The tech world was roiled this week by Google's acquisition of Motorolla and HP's corporate makeover. Here's a good read from Marc Andressen (HP board member, VC and Netscape co-founder) on the current state of tech and where things are headed.

Monday, July 25

My Dream TV Setup and the Present Nightmare

I'm not a huge TV or movie watcher, but I would like to do the following:
  1. hang a flat panel HD TV on my wall
  2. connect it wirelessly to broadband internet so the only cable I need is the TV power cord
  3. use my smartphone or laptop as my remote
  4. and (here's the hard part) watch all the world's video content (in full HD resolution when available), whenever I want for a reasonable price.
That's my seemingly simple (in terms of the necessary technology) TV dream.

Now, let me introduce you to the present state, which amounts to a nightmare of massive fragmentation.

TV Hell

Not surprisingly given the money at stake, nearly every major tech firm, media conglomerate, TV manufacturer, along with a number of innovative startups, are angling for a piece (or more often control) of the connected TV market. The result is today's dizzying array of incompatibile and walled off offerings, such as:
  • Content sources: iTunes,  Bravia Internet, Hulu, SeeSaw, Plex, Netflix, Freeview, LoveFilm, etc.
  • Wireless technologies: WHDI, WiDI, WirelessHD, Wireless USB, WiGig (see Wired's article for more on this topic)
  • Devices: separate boxes like Apple TV, Boxee, Revue, Roku, PS3, Xbox, and TVs like LG's Smart TV and Google TV which have features built into the TV itself
The net-net of this media-tech cacophony is consumer confusion and painfully slow progress on delivering a complete wireless HDTV solution.

The failure is not for lack of effort. Google TV tried to bring it all together and promptly had the door slammed in its face by the major U.S. television networks. Scrappy startups like Boxee and Plex have developed innovative offerings, but they lack the heft at present to deliver the goods. On the content side, Hulu is great, but it engages in an extensive game of cat and mouse to keep users from outside the U.S. and Canada from accessing the site. The same is true of the BBC's iPlayer for users outside the UK. Apple has a lot to offer, but Apple TV can't do full HD and the iTunes pricing model makes it significantly more expensive than Netflix. Lovefilm doesn't stream content in HD, only standard definition at present.

It is Netflix, with its large catalogue of streaming HD content, that is perhaps the best of the lot. But it is only available in North America at present and (worse) the company is still beholden to content owners which means it can't control prices (e.g., the recent unpopular price increase).

In short, many have tried but everyone including some of the most creative and powerful companies in the world have failed to deliver wireless, on-demand HD TV.

Keeping the Dream

For now the Big Boys have all decided that, rather than sharing with other kids in the sandbox they're going to try to keep their toys to themselves. But what they fail to realise is that on demand, HD, wireless, anywhere, any device TV is coming whether content owners (Hollywood) like it or not. Hollywood can either get out in front of this tsunami and try to ride the wave of the future, or it will get crushed by it.

The future of TV will look something like Spotify or Netflix, meaning it will be:
  • On demand
  • HD
  • With a comprehensive library of content
  • And reasonably priced for all you can watch
When? The wireless and smart device technology exists right now, so it's all about content licensing. It was hoped that 2011 would be the breakthrough year for connected TV, but it's July and I don't see it happening.

Hollywood and content owners are fighting tooth-and-nail to maintain the lucrative status quo for another season. Freeview, talk of Netflix international expansion, and perhaps other important steps are in store for 2012, so here's to hoping we'll see major advances in wireless HD TV next year.

Tuesday, December 28

Adios iPhone: On Making the Smartphone Switcheroo

The iPhone is unquestionably one of the biggest game changing consumer goods in recent memory. Netscape founder Marc Andreessen has characterized it as a "wormhole product", seemingly delivered unexpectedly to Earth straight from the heavens.

Just how revolutionary was the iPhone? At the time of its dramatic January 2007 introduction in San Francisco by Apple CEO Steve Jobs, Canada-based Research in Motion -- then the world's leading mobile device maker -- dismissed it, believing the iPhone as described by Jobs to be an "impossible" engineering feat.

I've been a very happy iPhone user ever since the original went on sale 3.5 years ago. Each successive iPhone iteration has delivered significant enhancements. And I've even stood in a relatively short iPhone purchase wait line (but a line nevertheless), anxious to upgrade as soon as the latest version became available. That was until the announcement of the underwhelming iPhone 4.

iPhone Alternatives

The failure of the iPhone 4 to impress, combined with the changing smartphone competitive landscape, led me to take a hard look at two emerging iPhone alternatives: Google's Android and Microsoft's Windows Phone.

Microsoft's smartphone efforts the past few years have been nothing short of a complete failure. But Redmond's new Windows Phone software shows real promise. I was particularly impressed with the creativity that went into the elegant and innovative new Windows Phone user interface, called Metro. It's intuitive and refreshing, and the whole scheme is particularly pleasing to the eye on one of Samsung's Super AMOLED screens.

With the new user interface and other encouraging signs across various Microsoft product lines (i.e.,  ZunePass, SkyDrive, Xbox Kinect), I have growing confidence that the Washington-based software behemoth is recovering its form. In short, Microsoft has a potential winner on its hands. However, at this point in time there are just too few apps available for Windows Phone. Further, many features widely available on the iPhone are missing (e.g., copy/paste, multitasking, etc.).

What about Android?

Smartphone Wars: Android vs. iPhone

Google and its hardware partners, such as Motorola, Samsung, and HTC, have made big strides in 2010.  The iPhone/Android app gap has largely closed, and Android's market share is about to (or already has) overtaken the iPhone.


In contrast with the two versions of the iPhone currently available for sale (iPhone 4 and 3GS), there are some 80+ different Android devices. This greater selection -- and the increased freedom of choice Android offers over the iPhone in general -- is considered to be both Android's greatest strength and biggest weakness.

Many find the array of Android choices somewhat dizzying, while others want features like a Blackberry style keyboard, or a removable battery, or a larger 4" screen for browsing the internet -- all things you can find on an Android device, but not on an iPhone.

Ladies and Gentlemen, We Have a Race!

Let's be clear up front: the idea that there is an "iPhone killer" lurking out there somewhere over a not so distant hill is a myth. The iPhone has established critical market share mass, and it will likely remain a solid smartphone for the foreseeable future. Barring a major snafu millions of iPhones will continue to ship.

While 'power' smartphone users have had some great Android options to choose from for awhile now, the more typical smartphone owner basically just wants their technology to be simple and work. I suspect many of these folks who are familiar with Android have probably heard that Google's software is simply not as polished (in terms of ease of use) as Apple's.

However, Google just came out with a new smartphone, the Nexus S; it has been thoroughly reviewed and the verdict is in: it's a winner.


The Nexus S is the "official Google smartphone". It is manufactured by the same South Korean tech powerhouse which provides many of the iPhone's core components (Samsung). In my opinion, it is perhaps the first true mainstream alternative to the iPhone. 

Not only does the Nexus S possess hardware which can compete head-to-head with Apple's flagship iPhone 4, but the latest Android software (called 'Gingerbread') is intuitive and easy enough for the average iPhone user to switch to without having to spend much time getting up to speed on a new system.

Google's Nexus S

Long story made short -- the Nexus S not only delivers, but it also delights. The total experience is not just comparable to the iPhone, but in many ways superior. This is particularly true if you use Google services such as Search, Maps, Gmail, and especially Google Voice (which I reviewed here).

The Myth of the One Size Fits All Smartphone

The Nexus S, like all smartphones, has shortcomings because, like the iPhone, it simply can't be all things to all people.

For example, the Nexus S is perhaps the ideal international smartphone for a bevy of reasons; however, if you're based in the U.S. and you need a 3G carrier other than T-Mobile (the Nexus S can't utilize AT&T's 3G network, just AT&T's 2G service) then this iteration of the Nexus S (new versions of the Nexus S may be launched on the other carriers) may not be right for you.

The Nexus S also can't take advantage of the even higher speed 3.5G / 4G data networks which are starting to roll out in the U.S. Last, some Android apps are not as fully fleshed out as they are on the iPhone. For example, the Android Bloomberg app doesn't allow you to reorder your news preferences like you can on the iPhone.

Change is Hard

Ignoring network considerations, my best guess is that the majority of users would find the Nexus S comparable to the iPhone 4 in terms of overall pluses and minuses, and superior to the 3GS. Equal, however, is hardly a good enough reason to switch, so I don't expect the Nexus S to generate blockbuster iPhone-like sales.

Many users are understandably reluctant to switch to a different smartphone platform, particularly those who have made a significant investment in iPhone apps and accessories. If you are in this camp then you may be better off sticking with your iPhone.

But if you're new to smartphones, or ready to make a switch, then you should definitely give Android phones like the Nexus S a serious look. And for those worried about having to learn a whole new smartphone I think you'll be pleasantly surprised with how familiar Android seems compared to the iPhone.

And for those making the switch to Android, here are some things you can look forward to: I believe 2011 could very well be shaping up to be the Year of Android. What do I mean by that? We already discussed Android's rapid market share growth. With that growth we should see what remains of the the app gap disappear in 2011. And Android's next operating system, called Honeycomb, is generating significant positive buzz and is set for a Q2 2011 launch -- just before Apple typically launches its latest iPhone. Other hardware advances, such as battery sipping dual-core processors, are slated for Q1 release in Android devices. Overall, it's clear that Google and its partners are innovating at a faster clip than Apple.

In the battle of the smartphones, it certainly feels like Google has captured the momentum. For a variety of reasons, Google may also have the medium-term upper hand over Apple.

How Much Does Your Phone Say About You?

There has been a lot made of what your phone, like your car, says about you.


One emerging area where your choice of smartphone may be saying something important about you is the price you are charged when shopping online.

Recently the growing use by online retailers of 'dynamic pricing' has come to light. Reports have emerged that Google Chrome users are offered lower prices than Firefox users (apparently Chrome users are considered to be more savvy online shoppers). It's somewhat unclear how widespread the practice of dynamic pricing has become.

Perhaps the takeaway here should be that regardless of whether you feel your phone choice reflects the deeper you, our minds are naturally drawn to outward symbols such as cars, clothes and now smartphones. Like it or not, your consumer choices do say something about you, and perhaps there's a good reason why.

The Politics of Technology

While the Nexus S is the smartphone that led me to abandon the iPhone, the question of "which smartphone?" actually carries larger implications for even non-geeks.

Google and Apple take markedly different approaches to technology. Whether one approach is "better" depends on your perspective, which end product or service we're talking about, and above all else generates heated debate. What is not up for debate, however, is which platform is more open to individual expression and choice -- values which the western democratic world has generally held in high regard.

Why the difference? Whether or not Google fully walks the "don't be evil" talk is open to question, in my opinion. However, when it comes to Apple's approach to technology I think Rich Karlgaard's assessment of Steve Jobs psyche pretty much nailed it.

Closing Thoughts

As discussed previously, the Nexus S and Gingerbread now offer a near iPhone like experience in terms of intuitiveness, simplicity and ease of use. I concur with those who claim the iPhone still has the overall edge in these categories. For now. The gap has closed (and in my opinion will continue to do so) to such a degree that it is no longer credible to claim that if you want a simple, trouble free, and premium smarthphone experience then your only choice is the iPhone.

The bottom line: while it's certainly not black and white, if you prefer Google's approach to technology over Apple's then it's now safe to make the switch away from the iPhone without much risk of regret.


Note: for more Nexus S reviews see also CNET's video review, or from the slightly-to-more progressively geeky writeups respectively by WiredEngadget, and AnandTech.

Further note: if you read the often entertaining comments sections of the above reviews you'll find remarks from a number of existing Android smartphone owners stating how "disappointed" they are in the Nexus S, often because it's too 'evolutionary' rather than 'revolutionary'. As someone who is brand new to Android, I understand but don't share this point of view. The Nexus S has some bleeding edge tech (i.e., NFC chip, integrated SIP calling). However, the Nexus S is not solely targeted at early adopters. Rather Google has focussed on small details to refine the Android experience for broad consumer adoption.

Saturday, October 23

Auf Wiedersehen iPhone

At the time of the iPhone 4 launch I wrote an unexpectedly controversial article about my reasons for holding off on upgrading my 3GS. Well, my 3GS just went kaput (right outside the 12 month warranty, naturally) so it's time for a new phone.

In my June iPhone 4 launch writeup I only mentioned Android as a possible alternative. However, I've also been quietly keeping an eye on the new Microsoft mobile phone OS, blandly named Windows Phone 7.

I say 'quietly' because until recently anyone caught considering a Microsoft phone product would have received a heap of public (and deserved) ridicule. Microsoft's mobile phone effort is perhaps one of the more well publicized tech disasters. CEO Balmer's bonus was slashed by 50% due to the Kin debacle.

In my case, there were further reasons not to consider Microsoft. Chiefly, I have a Mac computer and don't plan on switching from Mac OS X anytime soon. Windows Phones at present won't sync with Macs. However, amid reports of the temperature cooling in Hell that's apparently about to change.

Still, with the iPhone generally considered the class-leading platform why would I consider switching to something else?

Apple's Innovation Slowdown

As noted in my June article, iPhone 4 failed to generate the same level of excitement as previous iPhones. I believe the main driver of this disappointment is that Apple is innovating at a slower clip than in years past. One of iPhone 4's big selling points was multitasking, which has been available on Android and Palm devices for quite awhile. And Steve Jobs' "one more thing" was video conferencing, a technology which has been around forever (by tech standards) and currently only works over WiFi.

The slowdown in innovation can be observed in other Apple products. Take the recent 13" MacBook Air refresh. Its uses the same Core2Duo chipset as the MacBook Air I purchased two years ago. The Air is billed as an "ultraportable" but there has been no material reduction in its 3 lbs. weight since it was first launched nearly three years ago. And it is still useless as a "laptop" as it continues to get too hot for comfortable use in your lap.

Overall, the pace of innovation appears to be slowing in Cupertino.

While the iPhone Has Lost its Hardware Edge...

The iPhone no longer possess the top-of-the line hardware kit.

Don't believe me? I encourage anyone to put an iPhone 4 with its highly touted "retina display" next to one of Samsung's Super AMOLED screens (e.g., Samsung Omnia 7). To use Steve Jobs' favorite term when describing displays, compared to the iPhone's the Super AMOLED screen is "gorgeous". Further, Super AMOLED crushes the iPhone's IPS tech in power consumption (30%), viewing angles and contrast.

We're also starting to see other hardware innovations leapfrog the iPhone 4's specs, such as faster processors, better WiFi, and other features which are already making the only four month old iPhone 4 look dated.

If hardware inferiority weren't a big enough challenge for Apple, the iPhone is also wrestling with poor design. The much ballyhooed death grip problem has been followed up with reports of increased glass screen damage. In all, it appears that the chorus of iPhone gripes is growing, not shrinking.

What makes these hardware and design shortcomings particularly problematic is Apple's product refresh cycle. Apple's pattern has been to release three versions under the same basic design, which means iPhone users are likely to be stuck with the same design until iPhone 7 (summer 2013).

...Apple's Software Advantage is Rapidly Eroding

Nokia mobile boss's characterization of using Android as being like “peeing in your pants for warmth” in winter is a bit much. However, the iPhone's strongest selling point over Android has been its software. Three strengths commonly highlighted are:
  • User Interface
  • Multi-touch (e.g., accuracy)
  • App store
While Android has made big strides in catching up to Apple's App Store, the overall user experience is still inferior to the iPhone. The opposite is the case with Windows Phone 7.

I had a chance for the first time yesterday to test drive the Windows Phone 7 (on a Samsung Omnia 7). I have to say that the Windows Phone 7 UI rocks! And don't just take my word for it: influential Apple fanatic John Gruber of Daring Fireball agrees.

While Windows Phone marketplace lacks the sheer number of iPhone apps, this statistic is misleading. Microsoft's Phone already has many of the most popular apps (i.e., Twitter, Facebook, Netflix). Given Microsoft's resources I expect that, like Android, it will quickly close the app gap.

Last, has anyone else out there grown tired of the iPhone's cutesy candy icons, which have been copied ad nauseam? If so you'll find Microsoft's Phone UI, called Metro, a breath of fresh air. I'll be the first to confess that this an altogether superficial factor, but it's a factor.

Apple's Stock Price: Where to From Here?

Apple's stock price is bubblicious. The company has been on a tear for years now and the stock price has responded accordingly.

However, as evidenced by Samsung and Motorolla on the hardware side, and now Google and Microsoft on the software side, the competition has not only caught up but is leapfrogging a slowing Apple.

Further evidence on how times have changed: recent discussion of the upcoming 2011 launch of the first CDMA iPhone centered on how Apple needs Verizon a lot more than Verizon needs Apple. Prior to the original iPhone when Apple was seeking wireless carrier partners, Apple spurned Verizon. Apparently Verizon hesitated on Steve Jobs' request for carte blanche control over the iPhone's design and features, leading Apple to partner with AT&T (its second choice). With the iPhone's early blockbuster success Verizon was roundly criticized for its obstinance. But the proverbial Mountain would not to come to Mohammed, and now Steve Jobs and the iPhone need Verizon.

Apple investors may possibly see some modest stock price appreciation from here, but we're definitely in the late innings of the extraordinary run in AAPL.

Thursday, July 8

Confirmed: XBox-Netflix Software Exclusivity Ends Oct. 1; Netflix on PS3 Won't Require Disc

In the ongoing battle for game platform bragging rights Microsoft's XBox will soon lose one its exclusive features.

Since Netflix's Watch Instantly feature was rolled out to the Big Three gaming platforms Sony PS3 users have complained about having to insert a Blu-ray disc to view Netflix content. In contrast, XBox 360 users can access the popular Netflix feature directly from XBox Live without having to insert a disc.

A source inside Netflix has confirmed that the company is currently in the late stages of testing a software patch that will allow PS3 owners to use Watch Instantly sans disc. 
The software will be provided as part of a PS3 OS update once Microsoft's exclusive deal with Netflix ends on October 1, 2010.

Wednesday, May 26

Apple Surpasses Microsoft, But Google Is Another Story

Now that Apple's (AAPL) market cap has surpassed Microsoft (MSFT), where next? The short answer (as far as Apple fanboys who cheered today's news are concerned) is "lookout Exxon, we're coming for you!"
The last time Apple had a higher market value than Microsoft was in December 1989. Apple shares are now worth more than 10 times what they were a decade ago. Given how ego-centric the Gates/Balmer vs. Jobs battle has been through the years, one can't help wonder if Apple's market cap ascendancy was the final trigger for Tuesday's senior management shakeup in Redmond.

Tech investors who have ridden Apple shares to the current valuation are naturally wondering whether Apple can sustain its incredible stock price momentum?
While Apple is certainly on a roll, the company faces several headwinds:
  • Mounting antitrust risk - Ironically, today there was news of additionalantitrust scrutiny of Apple's business practices, this time related to iTunes. Microsoft stumbled after the U.S. government began its long and protracted antitrust case against the company and its Windows operating system monopoly. The iTunes inquiry is not nearly as central to Apple's business as Windows was to Microsoft's. But this is also not the first or even second time the federal regulators have more than poked around Apple's business practices.
  • Apple vs. Google - In Q1 smartphones featuring Google's (GOOG) mobile operating system, Android, outsold the iPhone. An iPad competitorfeaturing the Android operating system was officially announced by Dell (DELL) on Tuesday. In the consumer space, I would definitely put my money on the fruit-logoed company when it comes to Apple vs. Microsoft or Apple vs. Dell. But Apple vs. Google is a different story. Google is able to attract superior software engineering talent. While talent comes and goes, the next Google advantage which I highlight below sticks around.
  • Battle of the Big Brass Brands - At the risk of getting flamed by the Apple online fanboy gestapo, I believe Google's brand is more trusted than Apple's. And not entirely due to Google's "Don't be evil" ethos. Perhaps more important is the nature of Apple's and Google's respective business models. Apple has to charge consumers money for its products and periodically suffers criticism and backlash for gouging customers. In contrast, on the rare occasion where Google actually charges a customer anything is when it offers some ridiculously inexpensive bargain, such as Google's pricing for storage. Where they compete head-to-head, Apple charges $99/year for MobileMe while Google offers basically the same service for free. Apple's recent iPhoto upgrade (as part of iLife) cost customers $79, while Google doesn't charge for its Picasa upgrades. With the retail consumer that both companies are now directly competing head-on for Google is the undisputed "King of Free". That's going to be tough for Apple to compete with ultimately unless it can come up with something similar to Google's behind the scenes money-minting machine called AdSense and AdWords (which Apple is beginning to try and do with iAd.).
  • In a lawsuit, only the lawyers win - Nokia (NOK) recently announced another lawsuit against Apple. Previously Apple announced that it was suing smartphone maker HTC for infringing 20 iPhone patents. There has been talk of Palm (PALM), recently acquired by deep pocketed HP (HPQ), of both suing Apple and/or being sued by Apple. It's unclear what the result of these legal battles will be, but they certainly pose at a minimum a distraction to Steve Jobs and Co., and in the case of the Nokia lawsuit, a threat to one of Apple's hottest new products.