Category Archives: Microsoft

Tech’s ‘Frightful 5’ Will Dominate Digital Life for Foreseeable Future

Description:There’s a little parlor game that people in Silicon Valley like to play. Let’s call it, Who’s Losing?

Source: nytimes.com

Date: Jan 20. 2016

There are currently four undisputed rulers of the consumer technology industry: Amazon, Apple, Facebook and Google, now a unit of a parent company called Alphabet. And there’s one more, Microsoft, whose influence once looked on the wane, but which is now rebounding.

So which of these five is losing? A year ago, it was Google that looked to be in a tough spot as its ad business appeared more vulnerable to Facebook’s rise. Now, Google is looking up, and it’s Apple, hit by rising worries about a slowdown in iPhone sales, that may be headed for some pain. Over the next couple of weeks, as these companies issue earnings that show how they finished 2015, the state of play may shift once more.   read rest of story

Questions:
1.  Does this narrative of the tech industry give you positive view of of tech development going forward ?  why or why not?

2.   “Tech people like to picture their industry as a roiling sea of disruption”    Do you agree with this statement, why or why not?

How & Why, Apple Overtook Microsoft

Description: When Microsoft stock was at a record high in 1999, and its market capitalization was nearly $620 billion, the notion that Apple Computer would ever be bigger — let alone twice as big — was laughable.

Source: NYTimes.com

Date: Jan 29, 2015

apple-vs-microsoft-2

Mr. Gates “couldn’t imagine a situation in which Apple would ever be bigger and more profitable than Microsoft.”
“He knows he can’t win,” Mr. Gates said then of the Apple co-founder Steve Jobs.
But less than two decades later, Apple has won. How this happened contains some important lessons — including for Apple itself, if it wants to avoid Microsoft’s fate. Apple, after all, is now as dependent on the success of one product line — the iPhone accounted for 69 percent of its revenue — as Microsoft once was with Windows. The most successful companies need a vision, and both Apple and Microsoft have one. But Apple’s was more radical and, as it turns out, more farsighted. Microsoft foresaw a computer on every person’s desk, a radical idea when IBM mainframes took up entire rooms. But Apple went a big step further: Its vision was a computer in every pocket. That computer also just happened to be a phone, the most ubiquitous consumer device in the world. Apple ended up disrupting two huge markets. Read the rest of the Story

Questions for discussion:
1. How did Apple overtake Microsoft in becoming more valuable?
2. How would you describe Apples strategy using one of Porter’s generic competitive strategies?

How, and Why, Apple Overtook Microsoft

Description: When Microsoft stock was at a record high in 1999, and its market capitalization was nearly $620 billion, the notion that Apple Computer would ever be bigger — let alone twice as big — was laughable.

Source: NYTimes.com

Date: Jan 29, 2015

apple-vs-microsoft-2

Mr. Gates “couldn’t imagine a situation in which Apple would ever be bigger and more profitable than Microsoft.”
“He knows he can’t win,” Mr. Gates said then of the Apple co-founder Steve Jobs.
But less than two decades later, Apple has won. How this happened contains some important lessons — including for Apple itself, if it wants to avoid Microsoft’s fate. Apple, after all, is now as dependent on the success of one product line — the iPhone accounted for 69 percent of its revenue — as Microsoft once was with Windows. The most successful companies need a vision, and both Apple and Microsoft have one. But Apple’s was more radical and, as it turns out, more farsighted. Microsoft foresaw a computer on every person’s desk, a radical idea when IBM mainframes took up entire rooms. But Apple went a big step further: Its vision was a computer in every pocket. That computer also just happened to be a phone, the most ubiquitous consumer device in the world. Apple ended up disrupting two huge markets. Read the rest of the Story

Questions for discussion:
1. How did Apple overtake Microsoft in becoming more valuable?
2. How would you describe Apples strategy using one of Porter’s generic competitive strategies?