The Science of Journalism

If I Had My Way
One Man's Opinion -- for what it's worth.


To: G. Mason Morfit - info@valueact.com

From: Doug Skoglund - skoglund@pdmsb.com

Date: 03 Feb 2014 00:00 am CST

Subject: 2014003 - Follow-Up on Microsoft...

Well, it's been a  couple of weeks since my first letter -- without any response. Obviously, I failed to get your attention, sorry. May I try again??

Let's frame the discussion a bit differently -- Microsoft wants it all...

An imposssible strategy, we are talking about a world wide market, the PC and the Internet  -- far, far too big a market, even for Microsoft. The management of Microsoft must decide how they want to share the market and with who. They can share it cooperatively with the programming community or they will share it competitively with the corporate community.

They started out sharing with the programming community, becoming a dominant force by the early '90s. I repeat the following to emphasize the wrong turn.

AND THE REAL PROBLEM IS THE INABILITY TO TALK
ABOUT THE PROBLEMS
 (You have heard about the Emperor's clothes - right??)

You may remember back in the mid '90s, the fiasco between Microsoft, Netscape and the Internet and the resultant Anti-Trust matter. Gates and company made the wrong decision when they decided to fight the anti-trust authorities after Judge Jackson's break-up ruling was overturned. They compounded the mistake when they embarked on a campaign to complicate the windows code as documented by Jennifer Edstrom and Marlin Eller, in their 1998 book, "Barbarians Led By Bill Gates":

OLE was designed to protect the developers of big applications who were afraid of being scooped by slick applets, little applications being crafted by much smaller development companies.

Microsoft didn't want a lot of other companies writing code that could compete. It wanted to keep the barriers to entry very high. The idea, in fact, was to keep raising the bar, putting in more layers of software and APIs, which developers would then have to support. Microsoft wanted to make it so gnarly that anybody who couldn't devote a team of one hundred programmers to every Windows application would be out of the game.

Obviously, Microsoft succeeded with the gnarly part -- that, coupled with their domination of the DeskTop has restricted software development to the fringe (AKA: Web 2.0) leaving the DeskTop wide open for future competition. 

Bill Gates and company decided they wanted everything and they lost -- a great big chunk, including the browser to competitive interests. Linux is the dominant server, several people make browsers, Apple picked up the slack in programming with their app store -- Obviously, nobody is going to make a big issue about the failure of "the richest man in the world."

Read this, from "The Gigaom Interview: A chat with Microsoft's Satya Nadella from before he was the (likely) next CEO" by Om Malik.

Satya Nadella: Let's even take a couple of different dimensions to it. I think everyone's going to be in the cloud and no one's going to be exclusively on one public cloud; that's the dichotomy. So it means you'll be using multiple SaaS applications that could be in multiple clouds, you might even still have a private cloud, not just private servers, but you may have a private cloud and a public cloud. So if distributive computing isn't going to die, it's actually going to be thriving even in the year 2020 or 2030, then (our goal is) imagining that future and making it easy for end users to use their devices that they have to be able to access corporate information and for corporations to be able to have controls that allow them to give per device and user access. That's the future that we build for, not the old model of IT procures and provisions but the model where end users procure and IT governs. That's the model that I see.

Please note that Mr. Nadella talks about building for the future, without any discussion about strategy. Of course, everybody is going to be in the cloud -- in some form or other and he is going to compete with a lot of companies that have a very large head start -- Amazon for one.

The key to the future of mankind is a truly Personal Desktop Server coupled to all these Personal Mobile Computers. A far, far better strategy would be to return to the programming community -- help them provide servers, database applications as well as the unique applications that billions of people will eventually demand. Microsoft can never satisfy the application needs of the potential market -- and "The Cloud" is NOT the answer!!!!!

And yes, I have some software to sell -- http://pdmsb.com

Doug Skoglund skoglund@pdmsb.com

To be continued (I hope) 

I don't provide for comments since that is a system designed to control the communication process -- I do provide an e-mail address!! (Please put a [MYWAY] in your title to get my attention)

Development of a better system is hindered by some of the problems we refuse to recognize and correct: however, I'm working on it!!

Thanks for your time,

Doug Skoglund skoglund@pdmsb.com

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