Posts Tagged ‘Novell’

Microsoft’s sinking ship

Saturday, January 24th, 2009

Before reading this blurb, please understand that I am not a Linux zealot. There are many people out there who cross their index fingers at the sight of Microsoft products. I have used many of their products over the years and have generally found Linux annoying as a desktop and cannot foresee myself ever using it. Recently I have made the switch to Apple and continue to program for Linux servers and Windows desktops. My theory is that I will use the best product for the job at hand. So with this in mind…

I had a problem and that problem is that around a year ago my father bought an underpowered Acer machine with Vista on it. Even with the crappy Acer software removed and the trial of Norton AV removed the computer was a total dog. New, it booted in around 3 minutes and opening things like a browser or a word processor took so long you almost forgot what you were planning on doing when it finally got around to opening. So I was going to dumb it down to Windows XP when I thought I would try the latest Ubuntu….

I set up my father’s desktop with Ubuntu and it rocks. He can boot up and be in his email or on the web it a tad over a minute. I put the icons for Skype, Firefox, Word from openoffice and Email on his desktop so he probably won’t notice anything is odd at all. What is important about all that is that his computer now functions far better than it did with Vista and with no compromises as far as he is concerned. He now has no Microsoft software running on his computer.

I would say the worst risk that he runs with Linux is that he will buy a new printer that won’t have the linux drivers. Most of the mainstream printers will be fine though.

The security on the system is basically off the scale. As the person who gets called with every problem I don’t anticipate getting any calls.

Microsoft is in big trouble. Even if their new Windows 7 is reliable and not too demanding they will still be losing to free Linuxes. The only way for Microsoft to pull ahead will be to have some feature that has the status of Killer. Basically they need monkeys to fly out of their butts.

For the average user Linux would be a perfect set up. But there are two big holes. Games won’t work and once you step outside of the word processing, surfing, and emailing basics you are basically screwed. No software you buy at staples will work and any extra device you buy such as a web cam will not probably be installable by your average user.

So I would say that right now Linux is ideal for servers and old people. Microsoft’s other problem is that younger people want Apple products. So the main group of people who will continue to use Microsoft products will be the corporate world. That might be big but Microsoft will lose the hearts and minds of people at home and those same people will be quick to drag Linux and Apple into the workplace as fast as they can.

So as I have mentioned before, my long term forecast for Microsoft is a long slow slide into obscurity. This will take forever and a day due to their lack of debt and a captive market that will be slow to change; but like companies of the Sun and Novell types once the necrosis sets in the company has little chance to ever thrive again.

What stock advice comes from this? Well Linux is not really a company. A few companies like RedHat nibble at the corners of Linux for a few crumbs of profit but since the core product is free I don’t see this as a huge success business model. At best other companies that provide services that leverage linux will do a tiny bit better as their server costs will continue to drop. Microsoft’s fall from grace will be so slow as to be useless to bet against unless you are into 10 year short sided bets. Microsoft will occasionally announce that a Monkey has flown out of their butt but I suspect that these monkeys will turn out to be the stuff that usually comes out of people’s butts. So except for day traders I would say to just put Microsoft thoughts aside unless somehow they get their fire back. To test to see if that fire is real; look at your desktop and see if that firey product is rocking your world. If not then ignore the hype.

Lastly there is a path for Microsoft to be successful. It is a contradictory path. First is that the new Operating system must be stripped way down. Get rid of all the bits that are there to sell customers all the other products that Microsoft makes. Toss .net, sharepoint, database connectors, Active Directory stuff and everything. Make the operating system completely bare. I want an operating system that takes up less than 100M of drive space and uses a less than 50M when freshly booted. But make the OS very modular. If you want sharepoint interaction then you can add it. But when you add something to the OS don’t integrate it, keep it very separate. No more registry, windows, or system directories all piled up with crap. Right now most operating systems have a security model that will ask when the user tries to do something fundamental. Well make it so that these fundamental modifications are not required by newly installing software. Hard drives are basically free so if every application needs to have its own .dll files that is fine. Make the computer boot in like 5 seconds.

But next, and this is the near opposite of what I just wrote, make your OS do something with all those computers in the office. I could go into huge and complicated details about a solution, but Microsoft has the opportunity to do something really cool that they won’t be able to do in just a few years. Something that would cement their place in the computer world and blow Linux back a decade in their progress to win desktops.

Google Android vs Blackberry vs iPhone

Monday, October 6th, 2008

In summary Google will win and Blackberry will lose. A quick summary of the three products from a simplified technical point of view.

iPhone is cool and plays music. It surfs the web very well unlike almost any other web capable phone. It will show you the web in miniature as well as your desktop will show you. Except for pages using flash technology. The biggest inherent obstacle for business users is the lack of a keyboard. This means the iPhone user is mostly limited to consuming information. Cool is a major feature here. Everything about this phone is quite cool. It has quite a few applications being developed but Apple seems to want to battle with developers. Microsoft lost a whole generation of developers by doing this “our way or the highway” thing.

The blackberry line is as everyone knows is very good at email. But that is about it. Its web capability is squirlly and nobody that I have ever met uses any of the other applications. Technically it is possible for developers to make things for the blackberry but I don’t see much of this. In my opinion all RIM products are ugly and aimed at 50 year olds who think they are cool but truely truely aren’t. RIM does not seem to have much of an idea that phones are jewelry for some people.

The android is pretty ugly but cooler than anything RIM makes. It has the RIM keyboard and the iPhone web capability. But Google is doing a good job of wooing developers to make apps for the android. This will probably allow the android to be all things to all people. Quite simply it will have all the best features in both the iPhone and the various RIM products. Some coolness, a keyboard for email and stuff, and great web browsing.

The various reviews of the new Android phone compare it mostly to the iPhone and a few compare it to the Blackberry. Most of these reviews either call it a tie or they give the Android a close second place. A very few call it a winner. None of this is relevant until you consider that this is google’s first phone. What will their second phone be like?

The people who I see running around with blackberries are government people, finance people, and real-estate people. The last two groups are taking a huge hit both in jobs and budgets. Thus I foresee a general drop in all smart phone use but mostly blackberries. This will hurt the android somewhat in that it won’t be the raving success that might have come its way with a boom economy but overall this might benefit Google. From a technical point of view it looks like the Android might be cheaper to run than blackberries and iPhones and due to what google is providing to geeks it will soon have applications that will cover any software feature found on the other phones. So if you like some software feature on your favorite phone it will be matched and bettered by the android.

So I see a market that will be looking to cut back hurting blackberry and iPhone but not Android as they have doubtfully built up much dependancy on their tiny market share where as RIM basically has a single product and will be seriously hurt by any drop in revenues. iPhone will be less affected by this but it will give their many competitors such as samsung to catch up with cheaper units. This will hurt things like RIM’s R&D and general moral.

Then I see some companies adopting some Androids to cut cost. This won’t amount to much but it will get people exploring non RIM options. Then when the market rebounds people will not all return to the RIM family. Many will go to Android for both capabilities and cost.

So the timing of this bust will only put nails in RIMs coffin and open a door to Google. I don’t see this as being a huge revenue generator for Google but I do see this as being a massive revenue eraser for RIM.

So in summary Google will do OK; RIM will die a slow death; and Apple will just continue along.

PS My prediction is the RIM will fade in spurts. Basically look at the history of companies like Novell and Sun. They just sort of faded from relevance. Once in a while they would make headlines with a sizable layoff but due to a lack of any crushing debt they just sort of faded from the scene. One customer base that probably won’t switch and will keep RIM plodding along will be governments. Due to the lack of real impact by the economy they won’t cut way back and since they generally are very old school people who are very uncool they will keep on and on with their blackberries. That should fit in well with their various Novell and Sun systems.