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Microsoft’s Resurgence Under Satya Nadella

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Re: Microsoft’s Resurgence Under Satya Nadella

#201

Earlier quoted context omitted.

Ballmer signed off on the Azure investment over 10 years ago. Today I believe that's their biggest revenue stream alongside Office perhaps. Big picture, Ballmer was a huge success.

It's arguable that Ballmer would not have run Azure the way Nadella has, e.g. embracing Linux and open source, and it would not have been as successful. The problem with Microsoft under Ballmer was execution. For example, they saw the potential of the iPod (eventually), but all they came up with was the Zune. They saw the potential of smartphones (eventually) but did not execute well on the OS, the app store, the har…

Microsoft was in the smart phone market years before the iPhone was introduced. It was a failure of execution not vision.

By the time the Zune came out, the iPhone/iPod Touch were right around the corner.

Re: Microsoft’s Resurgence Under Satya Nadella

#202

Earlier quoted context omitted.

Those reboots are heavy handed because attackers are heavy handed with new attacks and if not forced to reboot, you never will. You get plenty of time to prepare for the reboot that's coming. You can even delay it by a day or more. It isn't Windows' fault that you aren't prepared for it when it comes; it's yours.

This ridiculously idiotic notion of "security" needs to stop. Especially when "fixing" things that already require full admin access anyway. True remote exploits are (fortunately) very rare, and even then there should never be a need to reboot --- patching files in memory was perfected years ago. Give the users freedom to choose when to reboot, and even to choose whether they want to. Some users will continue to mana…

Well when someone's Windows computer gets infected, that person rarely blames themselves. They blame Microsoft.

I'll take the updates and reboots. I don't know what exploits are coming tomorrow, and I know very little about the ones currently in the wild. My SSD allows reboots carrying updates to happen in just a minute or two.

I will do my due diligence and protect myself.

If you don't want to, don't use Windows, then you won't have anything Windows-related to complain about.

> Unfortunately it seems companies are far more authoritarian and would rather breed a docile obedient type of users in which to force their ideas on and control.

You are on drugs or are otherwise compromised logically. Tech companies are nowhere nearly as organized as would be required to make this a reality.

You're saying that the manufacturer of an OS that requires reboots for certain fixes to be patched onto the operating system is actually an authoritarian regime grooming its users toward a manufactured Idiocracy?

I'll have whatever you're having. It sounds like LSD but only for geopolitical concerns.

Re: Microsoft’s Resurgence Under Satya Nadella

#203

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…

Trying to compete in mobile and failing is a misstep. Microsoft missed out on smartphones, one of the fastest growing and most lucrative market segments in tech industry history. Trying to compete in search and failing is also a misstep. Bing is just not as good as Google. It's arguable that Azure would not have been successful under Ballmer either, because it's unlikely he would have embraced Linux to the extent tha…

Mobile was obviously a big failure on their part, though I think their only misstep was being late to market.

On the other hand bing has been good for them (and it's great for consumers). Hard to call a multi-million dollar business unit a failure.

Re: Microsoft’s Resurgence Under Satya Nadella

#204

Earlier quoted context omitted.

Because SaaS isn't cloud computing. SaaS is essentially a fully available software application that you don't run on your own machines. There's similarities, but key differences that you can easily look up to better understand. Hence part of why most aren't huge fans of including O365 to claim Azure's bigger than AWS.

Do you think Amazon subtracts their own massive utilization of AWS out from their numbers? Not likely.

How is buying your own product GAAP? None of the cloud providers can claim their usage of their own products as revenue, it is a cost.

Re: Microsoft’s Resurgence Under Satya Nadella

#206
post #77

Earlier quoted context omitted.

How about not having spyware? I don't think we should use the word "telemetry" when we do actually mean spyware. Telemetry, in connotation, is data used for diagnostic, maintenance, and 'real' quality assurance. I opt-in to various forms of telemetry for a number of different pieces of software I use. I'm happy to help other developers create a better product. What Microsoft is doing goes far above any reasonable not…

So, We don't know what data Microsoft is sending back but for whatever reason we've somehow concluded it must be incredibly invasive to the point where it's spyware? If you are that concern with security. Use an air gaped device or don't even use electronic storage at all. Or better yet just purchase Windows 10 Enterprise and turn all Telemetry off - which is entirely supported.

They don't make a secret of this. Here [1] are their terms of service as it relates to privacy. They add a substantial amount of fluff that has no effective meaning in the terms. For instance one of the most overt example of this is in this statement,

"We share your personal data with your consent or to complete any transaction or provide any product you have requested or authorized. We also share data with Microsoft-controlled affiliates and subsidiaries; with vendors working on our behalf."

They lead with consent as if it means something, but it is part of an "OR" clause. That means that they are listing consent as but one example of scenarios where they will share your data. It's tautological fluff. This clause can be accurately stated as, "We share your personal data with Microsoft-controlled affiliates and subsidiaries, and with vendors." Here are the entire terms with the unrestrained fluff removed:

"Microsoft collects data from you, through our interactions with you and through our products. You provide some of this data directly, and we get some of it by collecting data about your interactions, use, and experiences with our products. We also obtain data about you from third parties.

We use data to personalize our products and make recommendations, advertise and market to you, which includes sending promotional communications, targeting advertising, and presenting you with relevant offers. We combine data we collect from different contexts (for example, from your use of two Microsoft products) or obtain from third parties to make informed business decisions.

We share your personal data with Microsoft-controlled affiliates and subsidiaries and with vendors working on our behalf. Your ability to access or control your personal data will be limited, as permitted by applicable law."

I've removed fluff but in no way changed what was stated or removed it from context (aside from non-meaningful fluff). What is said above is literally in the terms you agree to with Windows. This is the reason that in times past if you wanted to upgrade from e.g. Windows 98 to Windows XP, that you went out and spent a hundred bucks on an upgrade key. Yet to not 'upgrade' from Windows 7 to Windows 10 for 'free' you had to aggressively fight off Microsoft who made every effort to force you to 'upgrade.' It's because the operating system is spyware and thus profit is generated primarily not by sales, but by harvesting and exploiting data on the people using it.

In times past Microsoft had a strong monopoly on the software market. Now a days every product I use and game I run, besides Visual Studio, is supported natively or through WINE/Proton on Linux. Creating some false dichotomy of 'don't user computers or the internet' or 'use windows' is just weird, especially on a site like this. Windows no longer has a monopoly. But I do think Visual Studio is a really great product, and so I'm happy enough to continue using Windows 7 with the spyware 'updates' disabled. But the moment that they decide to try to spin that product onto Windows 10 (which I suspect may happen with Visual Studio 2020) - then I lose my final tether to this ecosystem.

[1] - https://privacy.microsoft.com/en-US/privacystatement

Re: Microsoft’s Resurgence Under Satya Nadella

#207

Earlier quoted context omitted.

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

Because SaaS isn't cloud computing. SaaS is essentially a fully available software application that you don't run on your own machines. There's similarities, but key differences that you can easily look up to better understand. Hence part of why most aren't huge fans of including O365 to claim Azure's bigger than AWS.

If the claim is that Azure is generating more revenue than AWS, then yes I would say that is misleading.

If the claim is that Microsoft's cloud revenue is bigger than Amazon's, I would assume that includes Office365. Office365 isn't just Word and Excel on the desktop, it's Outlook, Dynamics CRM, Sharepoint, Teams, etc.

Re: Microsoft’s Resurgence Under Satya Nadella

#208
I have mentioned this to many.. Satya could go down as one of the greatest turnaround masters of all time. I had consulted with MS a long time ago (2005-6). The work place was toxic. I might have been with the wrong group..but even uttering Java was considered sacrilegious. If you took a Mac to their office, the security would look at suspicion. Needless to say, I never returned back after my stint. Fast-forward. MS is the largest contributor to Linux source. In MS Ignite conferences, it's not about Windows and .Net anymore rather you would find healthy all round discussions. The developer community has slowly started trusting them more than other biggies. Not just Satya himself but he has his second line all focused in creating a customer friendly environment. I will put my money on MS till Satya is at the helm of affairs.

Re: Microsoft’s Resurgence Under Satya Nadella

#209

Earlier quoted context omitted.

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.

Whether or not a company is taking full advantage of Outlook, Flow, Sharepoint Online, etc doesn't really matter in terms of revenue. If a company is paying for cloud products, that counts towards Microsoft's cloud revenue.

Even if the bulk of the Office365 ecals they're selling are for the lowest tier offering that still includes Outlook and Onedrive which a lot of organizations use fairly heavily.

Re: Microsoft’s Resurgence Under Satya Nadella

#210
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.

Office is a huge market.

I live in India, and after years of 'ahem' using office, I started paying for their 4000 Rs (50 USD) per year subscription for 5 PCs, 3 or 5 Tablets/Mobiles pack.

It's awesome.

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