Category : Intel

in Apple, Cloud, Competition, CompSci, Economics, Futures, Intel, internet, Microsoft, Networks, Oracle, Platforms, Strategy

Economics and Platform Architecture (Part 3)

Part 2 of this series of arti­cles looked at how tran­si­tion­ing from scarcity to an abun­dance of fun­da­men­tal com­put­ing resources enabled the his­toric one-to-one rela­tion­ship between oper­at­ing systems, applications and under­ly­ing hard­ware to be bro­ken. Part 3 will exam­ine how the abil­ity to decou­ple hard­ware and soft­ware evolved into a new strat­egy for man­ag­ing IT sys­tems — sav­ing company’s mil­lions of dol­lars in the process — and laid the foun­da­tion for today’s cloud com­put­ing archi­tec­tures. Con­tinue Read­ing

in Apple, Cloud, Competition, CompSci, Economics, Futures, Intel, internet, Microsoft, Networks, Oracle, Platforms, Uncategorized

Economics and Platform Architecture (Part 2)

Part I in this series of arti­cles out­lined the impact that the eco­nom­ics of scarcity has had on both soft­ware archi­tec­tures and the struc­ture of the com­puter indus­try over the last forty years. Part II of the arti­cle will dis­cuss the tran­si­tion from the eco­nom­ics of scarcity to the eco­nom­ics of abun­dance and how pro­foundly that has altered — and con­tin­ues to alter — the com­put­ing land­scape. Con­tinue Read­ing

in Cloud, Competition, CompSci, Economics, Futures, Intel, internet, Microsoft, Networks, Oracle, Platforms, Policy, SAP, Strategy, Uncategorized

Economics and Platform Architecture (Part 1)

The under­ly­ing eco­nom­ics of com­put­ing resources have always had a pro­found impact on devel­op­ment of com­put­ing archi­tec­ture and in-turn the struc­ture of the com­puter indus­try. In this regard the emer­gence of cloud com­put­ing is no dif­fer­ent. Cloud com­put­ing has emerges as the prod­uct of a fun­da­men­tal tran­si­tion in the under­ly­ing eco­nom­ics of com­put­ing resources and — as in the past — this eco­nomic tran­si­tion will drive pro­found changes in the struc­ture of the com­put­ing indus­try. The nature of this change can best be described as a tran­si­tion from the eco­nom­ics of scarcity to the eco­nom­ics of abun­dance. Con­tinue Read­ing

in Apple, ARM, China, Competition, Futures, Intel, Microsoft, Platforms, Policy, Strategy

Microsoft’s Pivot — A Plan to Dominate “Devices and Services”

We are cur­rently wit­ness­ing a major pivot in Microsoft’s core busi­ness model. It is start­ing to become clear that — as Steve Ballmer recently announced — Microsoft is deadly seri­ous about becom­ing a global leader in con­sumer “Devices and Ser­vices.” Suc­cess­ful exe­cu­tion of this strat­egy will require the com­pany to con­trol every­thing from man­u­fac­tur­ing, dis­tri­b­u­tion logis­tics through to retail.

The com­pany appears to be focused on exe­cut­ing a ‘Leader’ strat­egy in the devices busi­ness which would give them even greater con­trol than Apple famously does over the end user expe­ri­ence. In addi­tion the com­pany is likely to repur­pose its online ser­vice invest­ments to add value to this new device-led strat­egy.  A-la Apple, con­sumers will have no choice but to use Microsoft own ser­vices when using a Microsoft mobile device and com­pe­ti­tion author­i­ties will be pow­er­less to pre­vent it.

If cor­rect, this pivot will has pro­found impli­ca­tions for the struc­ture of the com­pany, share­holder value and for the entire mobile tech­nol­ogy indus­try. Con­tinue Read­ing