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Microsoft’s Resurgence Under Satya Nadella

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Re: Microsoft’s Resurgence Under Satya Nadella

#181
post #32

Earlier quoted context omitted.

Regarding #1, eventually I expect Microsoft to release their own Linux distribution and keep Windows as a GUI. I would not be surprised if their failed project Astoria was reused to run android apps on that.

It would be make me so happy to see WINE supported as the first-class way of running Windows software.

Valve (Steam) are doing this.

Re: Microsoft’s Resurgence Under Satya Nadella

#182

Earlier quoted context omitted.

Microsoft includes a bunch of non-Azure products under their cloud revenue. And they do it to confuse people and falsely claim they're outpacing AWS, which as you just proved, works.

Why shouldn't Office365 be counted in cloud revenue? "Cloud Revenue" doesn't exclusive mean IaaS or PaaS.

Because most of the revenue is from businesses buying it to install Office on their computers and not using any of the online services.

Re: Microsoft’s Resurgence Under Satya Nadella

#183

Earlier quoted context omitted.

Microsoft includes a bunch of non-Azure products under their cloud revenue. And they do it to confuse people and falsely claim they're outpacing AWS, which as you just proved, works.

I'm pretty skeptical of your claim there. I'm happy to admit I'm wrong if that's truly the case, but let's see some reputable references that backs that up first. I haven't been able to find anything that substantiates that claim.

https://www.zdnet.com/article/microsoft-is-adding-commercial...

Re: Microsoft’s Resurgence Under Satya Nadella

#184
post #11

Long story, short: 1. Realize the world is moving beyond Windows 2. Cede mobile OS to Android/iOS, that battle is lost. 3. Realize, next great revenue stream is the Cloud (Azure).

Compare this to Steve Jobs second turn at Apple, in the same short format: 1. Realize Windows has won the PC war. 2. Improve the Mac by calling Next the Mac. Grow the Mac's market share year after year. 3. Concentrate on the next big thing. Ipod, Iphone, Ipad, etc What does that give us? The question why Microsoft is unable to integrate their mobile OS strategically into their Cloud, in order to grow both. (The Mac's…

Mobile is driven by consumer sales, not OEM or corporate.

Re: Microsoft’s Resurgence Under Satya Nadella

#185

Earlier quoted context omitted.

Uh, Azure revenue, by many accounts, is greater than AWS: https://www.forbes.com/sites/bobevans1/2018/10/29/1-microsof... https://www.forbes.com/sites/bobevans1/2018/04/27/microsoft-... And sorry, G Suite is a joke compared to desktop Office for serious work. It doesn't matter what the youngin's prefer, what matters is what gets (or facilitates getting) real work done in the enterprise, which generally revolves aroun…

> G Suite is a joke compared to desktop Office If there is one area where I've been consistently wrong, it is betting on "powerful/serious tools" rather than simple, ubiquitous things that handle most of what people need. 'Simpler' tends to win vs 'better'.

Simply put, different markets. Students are now using Google Docs, and Sheets works well enough to plan out your holidays.

For someone that spits reports or jangle number all days, G-suite is a poorly thought-out joke.

A simple exemple: it's impossible to make custom styles in Docs. You can just redefine existing styles. And you can only apply one of these styles per paragraph (you can however, manually bold or change the font of some span within the paragraph... but not apply a premade style on a span of text smaller than a paragraph).

Even if the basic issues are fixed, Office is a powerhouse of features for power users, who'll keep paying good money for it, because it's well worth it.

Re: Microsoft’s Resurgence Under Satya Nadella

#186
post #81

Earlier quoted context omitted.

The problem is they are no longer best-of-breed for any of their markets, except maybe Office. Microsoft doesn't break out Azure revenue, but by all accounts it's quite small compared to AWS. And Office is very much under threat. If you work with young people you'll notice they tend to prefer G Suite apps over Office - most likely because Google has done a great job getting their software into schools.

Office and windows go hand in hand though. Windows is a clear winner over ChromeOS. For comparing it to MacOS its debatable what is qualitatively better, both systems are full of tradeoffs. Personally I lean towards MacOS because homebrew and terminal.app are pretty good. Updates are pretty unobtrusive and wifi is easy to manage. I'm not sure that these are hard hitting features for most users.

> Windows is a clear winner over ChromeOS

Could you expand on this statement?

Re: Microsoft’s Resurgence Under Satya Nadella

#187
post #58

Earlier quoted context omitted.

"Ballmer made several missteps:" Growing an already massive company company by 3x in revenue is the important thing, which is the 'bottom line' in which missteps have to be contextualized. Any company in tech is going to make mistakes, this should be happening, so listing them off doesn't so much help - what matters is how all of this works out in the mix. I worked in mobile during that time, it was vicious. Surely M…

> Growing an already massive company company by 3x in revenue is the important thing, which is the 'bottom line' in which missteps have to be contextualized. Yes, he managed to creatively squeeze revenue out of existing markets. This is what he was known for. But as far as finding new markets or growing existing markets, he failed and that's all Wall Street cares about. > Surely MS could have done better, but I view…

I'd count Minecraft as a success story. (Not sure if the deal closed under Nadella, but it was certainly started during Ballmer's reign.)

Re: Microsoft’s Resurgence Under Satya Nadella

#188
post #11

Long story, short: 1. Realize the world is moving beyond Windows 2. Cede mobile OS to Android/iOS, that battle is lost. 3. Realize, next great revenue stream is the Cloud (Azure).

The problem is they are no longer best-of-breed for any of their markets, except maybe Office. Microsoft doesn't break out Azure revenue, but by all accounts it's quite small compared to AWS. And Office is very much under threat. If you work with young people you'll notice they tend to prefer G Suite apps over Office - most likely because Google has done a great job getting their software into schools.

Did you know that most enterprises who had "tried" gSuite actually switched back to Office? Office is very much not under threat. By many estimates, Office revenue is over 20X that of gSuite and growing. I agree with you that a lot of young people grow up with gSuite because Google has done a fantastic job getting gSuite into schools and colleges. But when these young people go into corporate America (which is a lot bigger than just Silicon Valley), they quickly have reality handed to them, which is that most real work is done in Office.

https://www.cbronline.com/news/g-suite-vs-office-365 https://www.geekwire.com/2018/google-says-recording-1b-per-q...

Re: Microsoft’s Resurgence Under Satya Nadella

#189

Earlier quoted context omitted.

The problem is they are no longer best-of-breed for any of their markets, except maybe Office. Microsoft doesn't break out Azure revenue, but by all accounts it's quite small compared to AWS. And Office is very much under threat. If you work with young people you'll notice they tend to prefer G Suite apps over Office - most likely because Google has done a great job getting their software into schools.

Uh, Azure revenue, by many accounts, is greater than AWS: https://www.forbes.com/sites/bobevans1/2018/10/29/1-microsof... https://www.forbes.com/sites/bobevans1/2018/04/27/microsoft-... And sorry, G Suite is a joke compared to desktop Office for serious work. It doesn't matter what the youngin's prefer, what matters is what gets (or facilitates getting) real work done in the enterprise, which generally revolves aroun…

There is a gigantic market for basic office work that can be done in the Google apps, the Apple apps or the OpenOffice apps just as well as in Microsoft Office. Nobody cares if you think that isn’t ‘real’ work and if Microsoft thinks it's safe because they have the only product for ‘real work’ they are in for a rude awakening. They aren’t however, they have their own online suite that can’t do ‘real work’ either but works good enough for a lot of people.

Re: Microsoft’s Resurgence Under Satya Nadella

#190
post #75

Earlier quoted context omitted.

The problem is they are no longer best-of-breed for any of their markets, except maybe Office. Microsoft doesn't break out Azure revenue, but by all accounts it's quite small compared to AWS. And Office is very much under threat. If you work with young people you'll notice they tend to prefer G Suite apps over Office - most likely because Google has done a great job getting their software into schools.

G Suite is very appealing over MS Office with the collaboration and version history features until you experience waiting MINUTES for spreadsheets to update. If Google moved some of the processing from the user's browser to their servers then, I believe, more people would make the switch.

Office on the web also has the same collaboration features now, and has had for years. Google's real time collaboration is slightly better, but I've worked in organizations that use Office and organizations that use Google. gSuite offline mode makes for many unproductive business flights (ie it simply does not work properly). Large spreadsheets choke up Sheets as you mention.
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