20 years ago this month, Microsoft shipped the first version of
Windows. Windows is much maligned of course but it took 95% of
the market even though it did not have the first mover's
advantage. The advantage that Windows did have was that it was
compatible with open architecture allowing it to be distributed on a
variety of computing hardware platforms. Of course, making the PC
architecture open was one of the worst things IBM did for their own
corporate success and led to that phrase of the late 80's and 90's,
IBM-compatible. Without IBM's terrible strategic move, we would not
have the computing industry we have today.
It is easy to count Microsoft out now, as the day of PC dominance is
clearly over. But I still remember how people said Microsoft was
'done' because they didn't get the Internet. Which they
didn't. But when you have as much cash as they do, you get a lot
of time to make up for your mistakes.
What am I looking for from Microsoft? Some sign of internal
entrepreneurship. There is little evidence of that and it is
necessary or else Microsoft will become about as innovative as General
Motors. A sign that new internal capabilities have been developed
around either thin client computing or being a service provider. Their
announcement this week to allow interoperability between their
Instant Messaging users and Yahoo's is some indication of that.
Both Dell and Intel, Microsoft's former partners in PC dominance have
both shown lately that their focus is broadening away from the Dell
Wintel cash cow. Its time for Microsoft to the do the same.
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Friday, October 14
by
Siobhan McLaughlin
on Fri 14 Oct 2005 10:57 AM PDT
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