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Outgoing Intel CEO Zings Windows 8, Predicts $200 Touch PCs Coming Soon (INTC, MSFT)

Source: http://www.businessinsider.com/outgoing-intel-ceo-zings-windows-8-predicts-200-touch-pcs-coming-soon-2013-4

paul otellini intel ceo laptop

One reason Windows 8 hasn’t been a big success is that the devices are just too expensive, Intel CEO Paul Otellini told analysts at Intel’s quarterly conference.

Microsoft‘s own Surface Pro tablet starts at $899, and many other Windows Pro devices are over $1,000.

But that will soon change, Otellini predicts.

He expects to see Intel-based Windows 8 tablets in the $300-$400 range by the fall:

… I think people are attracted to touch, and the touch price points today are still fairly high, and they’re coming down very rapidly over the next couple of quarters. … [as] OEMs start looking at new form factors … the competitiveness of that platform is going to be substantially different, at price points down into the $300 to $400 range enabling touch. We didn’t have that last year.

He says that other Intel-based tablets are coming too, priced as low as $200, though he didn’t say what operating system these would use. He described them as “touch-enabled Intel based notebooks that are ultrathin and light using non-core processors.” These could be Android devices because Intel supplies chips for Android devices, too.

And he slipped in a light zinger at Windows 8 and its learning curve, too:

I’ve recently converted personally to Windows 8 with touch, and it is a better Windows than Windows 7 in the desktop mode … There is an adoption curve, and once you get over that ad! option c urve, I don’t think you go back. And we didn’t quite have that same kind of adoption curve in Windows 7 versus XP before it.

He’s certainly not alone in saying these things. Pundits have been telling Microsoft the same thing since before Windows 8 actually began shipping, while people were playing with the preview versions of it.

None of this will Otellini’s problem soon enough. After 40 years with the company, he is retiring in May.

 

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Thursday, April 18th, 2013 news No Comments

Microsoft’s Anti-Android Twitter Campaign Blew Up In Its Face (MSFT, GOOG)

Source: http://www.businessinsider.com/microsofts-anti-android-twitter-campaign-blew-up-in-its-face-2012-12

Microsoft’s official Windows Phone Twitter account began a hashtag campaign yesterday asking people to use #droidrage to complain about malware on Android devices.

(It’s often a complaint that Android devices are more susceptible to malware than other phones. However, Google has done a good job at cracking down on malicious apps in its Google Play app store, so it hasn’t really been a problem for most people lately.)

As one would expect, the campaign is blowing up in Microsoft’s face.

Android fans used the hashtag to blast Microsoft’s new Windows Phone 8 operating system. We searched the hashtag and picked out a few good ones. Thanks to DroidLife for picking up on this. 

Now check out our review of HTC’s Windows Phone 8x >

Enjoy:

Whoops. Just activated another million devices today. Sorry bout that, @windowsphone. #DroidRage

— Android Central (@androidcentral) December 5, 2012

My wireless mouse wasn’t compatible with Win8 so I downloaded an app on my Nexus phone to act as a mouse for my PC #DroidRage

— Mayur (@mayur24) December 5, 2012 < blockquote>

You are as vulnerable to malware on Android as you are on a desktop computer. Be smart. Think then press. #droidrage

— Jeanie Lam (@jeanielam) December 5, 2012

I hate how everyones windows phone looks the same and everyones android looks customized and personal! #DroidRage

— James Anthony (@_JamesAnthony) December 5, 2012

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Wednesday, December 5th, 2012 news No Comments

The Windows 8 Sales Data Is In, And It’s Horrible News For Microsoft (MSFT)

Source: http://www.businessinsider.com/the-windows-8-sales-data-is-in-and-its-horrible-news-for-microsoft-2012-11

Steve Ballmer facepalmNPD research published some horrible news for Microsoft yesterday.

  • Despite releasing an entirely new operating system on October 22 of this year, Windows PC sales shrank 21% between 10/21 and 11/17 versus the same period last year.
  • Windows 8 tablet sales during that period were “almost nonesistent” – just 1% of all Windows 8 sales.

“It hasn’t made the market any worse, but it hasn’t stimulated things either,” Stephen Baker, an analyst at NPD, told the New York Times. “It hasn’t provided the impetus to sales everybody hoped for.”

No kidding.

Yesterday, we reported other bad news:

  • Asus CFO David Chang’s comments that “demand for Windows 8 is not that good right now.”
  • Microsoft cut its order of Surface tablets for the year to two million units, down from four million.

This is a very scary time for Microsoft.

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Friday, November 30th, 2012 news No Comments

Here’s A Disastrous Stat For Microsoft (MSFT, AAPL)

Source: http://www.businessinsider.com/heres-a-disasterous-stat-for-microsoft-2012-11

Steve Ballmer

USA Today reports that software security firm Avast surveyed 140,000 of its users, and came up with this stat:

About one-third of Windows 7, Windows Vista and Windows XP users who are ready to buy a new personal computer say they intend to switch to an Apple product.

Obviously that’s very bad news for Microsoft as it rolls out Windows 8/RT.

Daring Fireball’s John Gruber says its great news for Apple:

Historically, the single biggest problem Apple faced in the PC market is that most consumers never even considered buying an Apple computer. If this number of potential switchers is even close to true, Mac and iPad sales are going to continue to grow.

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Friday, November 16th, 2012 news No Comments

Google Plans To Kill Its Popular Postini Spam Filtering Service (GOOG, MSFT)

Source: http://www.businessinsider.com/google-plans-to-kill-its-popular-postini-spam-filtering-service-2012-8

Larry Page

Google will soon be turning off its popular spam filtering and e-mail archiving product, Postini. It will shift Postini users to Google Apps.

At last count, Google had over 26 million Postini users, many of them at enterprises. They use this cloud service to filter e-mail for viruses and spam. Postini currently works with Microsoft Exchange and Lotus Notes, so Gmail isn’t required.

Starting this fall, Google will be telling customers that they have to switch.

Apps is Google’s cloud office suite that includes email, calendars and documents. Google has integrated Postini’s security features into Apps. Google promises that Postini customers who sign on for Apps will still be able to use it with Exchange and Lotus Notes. Naturally, they’ll also get Gmail thrown into the mix.

If customers don’t want Apps, “your Postini service will terminate at your contract end date,” Google says.

The first set of customers that will be asked to switch are those renewal dates of November 1, 2012. Customers with renewal dates between mid-August and October 31, 2012 will get a chance to keep the service a little while longer, until Google makes the full transition sometime in 2013. Google hasn’t announced exactly when that will happen.

This is a pretty good way to grab enterpris! e custom ers for Google Apps, instead of letting them move to Microsoft’s competing Office 365. Microsoft has vowed to really push Office 365 in the coming months to compete with Google Apps.

Don’t miss: The 20 Most Valuable Enterprise Tech Companies In The World

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Tuesday, August 21st, 2012 news No Comments

Apple’s Mind-Blowing Margins In Context (MSFT, AAPL, GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-google-microsoft-apple-operating-margins-2012-4

The most important thing to come out of Apple’s earnings was the fact that its operating margins were so strong, said Goldman Sachs analyst Bill Shope.

As you can see in this chart from the always insightful Horace Dediu of Asymco, Apple’s margins are better than Microsoft, which is a software company, and Google, which is an Internet company.

Apple is a hardware company. The fact that its margins beat software companies and internet companies is mind blowing. 

(The chart below shows margins from 2 quarters ago.)

Want more mind-blowing information on Apple? Then take a look at this >

chart of the day, google, apple, microsoft operating margins

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Wednesday, April 25th, 2012 news No Comments

Google is The Least Diversified Business In Tech (GOOG, AAPL, MSFT, EBAY)

Source: http://www.businessinsider.com/chart-of-the-day-google-is-the-least-diversified-business-in-tech-2012-2

We love this chart from Dan Frommer at SplatF.

He calls it the “Eggs In One Basket” index, because it charts out the largest source of revenue as a percentage for all the major tech companies. (Profits would be a different story altogether.)

Google gets over 90% of its revenue from one source: Advertising. The next closest is Amazon with product sales. But, Amazon’s product sales are a mix of goods, so it’s not exactly the same as relying on just advertising.

For now, this isn’t a big problem for Google. The online ad market is still growing, and Google can capture a lot of the market. But, if things were to change, or advertising were to slow down, then look out.

What’s incredible about this chart is how diverse Microsoft is from a sales perspective. Its most dominant business group, Office, only accounts for 30% of sales. Read more on the chart from Frommer here →

chart of the day, revenue source by percentage for tech companies, feb 13 2012

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Tuesday, February 14th, 2012 news No Comments

Microsoft’s Share Of The Search Market Is Finally Bigger Than Yahoo’s (MSFT, GOOG, YHOO)

Source: http://www.businessinsider.com/chart-of-the-day-search-market-2012-1

Microsoft has poured billions of dollars into its search engine, and this is what it has to show for it.

It is now the second largest search engine in the U.S., just edging past Yahoo for the first time in December, according to the latest comScore data. That’s nice and all, but Microsoft is in a partnership with Yahoo, so it probably doesn’t want to be taking share from Yahoo.

It really wants to be taking share from Google. That’s not happening. The good news from Microsoft’s perspective is that Google’s search share has been stuck around 65% for years now.

chart of the day, sai, share of core searches us, jan 11 2012

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Thursday, January 12th, 2012 news No Comments

Will Google’s Market Cap Pass Microsoft’s This Year? (GOOG, MSFT)

Source: http://www.businessinsider.com/chart-of-the-day-googles-market-cap-has-been-closing-in-on-microsoft-2012-1


Two years ago Apple pulled off an impressive feat: Its market cap surged past Microsoft to become the most valuable company in the tech industry.

Then last year, IBM managed to slip past Microsoft to be more valuable. It’s since fallen back and Microsoft is more valuable.

Who will it be this year? Well, it could be Google. The search company is just $19 billion behind Microsoft. All it would take is Google’s stock going on a tear, and Microsoft’s fading or sitting still.

When (or if) it happens, you know Microsoft CEO Steve Ballmer is going to freak out. Don’t forget, he’s the guy who threw a chair and had a tantrum when Google poached one of his employees.

chart of the day, google and microsoft market cap, jan 5 2012

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Thursday, January 5th, 2012 news No Comments

Microsoft Already Won The Battle For The Living Room When Nobody Was Looking (MSFT)

Source: http://www.businessinsider.com/microsoft-is-smashing-everybody-in-the-battle-for-the-living-room-2011-12


kinect 2

Two bits of news came out yesterday that illustrate how far ahead Microsoft is in the battle for the living room.

First, Microsoft announced it had sold 1.7 million Xboxes in November. That includes 1 million in the week of Thanksgiving.

More quietly, an analyst firm called Strategy Analytics released a report on “connected TV players,” like Apple TV, Boxee, and the Google TV devices from Sony and Logitech.

The firm says that sales of those devices will reach 12 million in 2011, with Apple TV shipping 4 million.

In other words, Microsoft sold more Xboxes in a single week than Apple sells in an average quarter. And Apple is the market leader in that “connected TV players” space. At least when you ignore game consoles.

This isn’t to pick on Apple. It’s simply to point out that Microsoft’s “Trojan horse” strategy with the Xbox has worked amazingly well.

And this was absolutely part of Microsoft’s strategy from the beginning — way back in 2005 before the Xbox 360 launched, Microsoft executives were talking about trying to expand the market beyond hardcore video gamers and turn it into a more general-purpose entertainment device. But Microsoft always knew it had to make a top-notch game console first to get the installed base, then add entertainment features over time.

It’s been doing that, quietly, for more than five years now and has sold almost 60 million Xboxes in the process. With the addition of a whole bunch of TV and other video content last week, the strategy has finally reached full fruition.

Apple, Google, and other connected TV companies could still have a chance if they team up with TV makers so the software is built into your new television set. But any company who hopes to compete with the Xbox by selling an add-on box that DOESN’T play games is in a deep state of denial.

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Monday, December 12th, 2011 news No Comments

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

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