Barney's Blog

Blog archive

Is Microsoft the New Apple?

Sometimes it pays to read the fine print. Ed Bott has made a career out of it. Last year he read a Microsoft 10-K investor report and saw the company mention devices, leading him to predict that Microsoft would enter the hardware game. That may sound like bragging but I've known Ed for over two decades. And if it's bragging, he's got the chops to back it up.

Bott dissected the latest 10K and saw references, again, to hardware. Ed's analysis is that Surface is just the tip of the hardware iceberg. Last year its 10-K mentioned hardware eight times. This time it was around 15. Last year it used the word "device" on 11 occasions. Now we see it 25 times.

Now it's time for me to predict the future. I think Microsoft watched the incredible success of Apple blending hardware and software, and had its own success with the Xbox experiment. This will lead Microsoft to decide it wants to be a hardware company!

Do you see Microsoft trying to be more like Apple? Forward your best analysis to [email protected]

Posted by Doug Barney on 08/13/2012 at 1:19 PM


Featured

  • SameSite Cookie Changes Rolled Back Until Summer

    The Chromium Project announced on Friday that it's delaying enforcement of SameSite cookie changes, and is temporarily rolling back those changes, because of the COVID-19 turmoil.

  • Basic Authentication Extended to 2H 2021 for Exchange Online Users

    Microsoft is now planning to disable Basic Authentication use with its Exchange Online service sometime in the "second half of 2021," according to a Friday announcement.

  • Microsoft Offers Endpoint Configuration Manager Advice for Keeping Remote Clients Patched

    Microsoft this week offered advice for organizations using Microsoft Endpoint Configuration Manager with remote Windows systems that need to get patched, and it also announced Update 2002.

  • Azure Edge Zones Hit Preview

    Azure Edge Zones, a new edge computing technology from Microsoft designed to enable new scenarios for developers and partners, emerged as a preview release this week.

comments powered by Disqus

Office 365 Watch

Sign up for our newsletter.

Terms and Privacy Policy consent

I agree to this site's Privacy Policy.