t**x
发帖数: 20965 | 1 http://www.thestreet.com/story/11976168/1/ballmer-will-drive-mi
Ballmer Will Drive Microsoft to Its Death
BY Rocco Pendola | 07/11/13 - 03:34 PM EDT
Stock quotes in this article: MSFT, GOOG, AAPL
Find out if (MSFT) is in Cramer's Portfolio.
NEW YORK (TheStreet) -- With Steve Ballmer's reorganization of Microsoft (
MSFT_) now public, it's probably appropriate to, uncharacteristically, give
the wild man some credit.
it's brilliant that he wrote: We will see our product line holistically, not
as a set of islands. That's been a gripe of mine for quite some time. And,
while Microsoft's rah-rah memos have triggered some enthusiasm, this is not
the first time we have heard Ballmer speak of synergy:
Firmly establishing one platform, Windows, across the PC, tablet, phone,
server and cloud to drive a thriving ecosystem of developers, unify the
cross-device user experience and increase agility when bringing new
advancements to market.
That's from the company's 2012 annual report to shareholders.
So this is nothing new. This reorganization and refocus, while official,
worthy of press releases and the subsequent regurgitation by the tech and
financial media, is nothing new. Microsoft still needs to show it can
execute. There's no evidence it can.
On the hardware side, you can point to nothing other than Xbox. A product
most of the public -- and it appears, until recently -- Ballmer didn't even
know Microsoft makes. That's Microsoft's only hardware home run.
You certainly can't call the Surface tablet a hit. (Heck, according to The
Verge, Microsoft is already set to reduce the price of the Surface RT). And
Microsoft still hasn't told us how it's going to extricate itself from the
standard third-party produced laptop and desktop. All of this comes on the
same day as, yet again, PC sales take a dump.
Ballmer mentioned the words "device" or "devices" umpteen times in Thursday'
s memo. If Microsoft intends to focus on "devices" it better up its game or
find a partner willing and able to produce "devices" people, en masse,
actually want to buy.
While it's certainly brighter, it doesn't look much better on the software
and services side.
Consider this conjecture -- companies such as Google (GOOG_) continue to see
success giving away the stuff individuals and business currently pay
Microsoft for. Things like Word. Maybe Apple (AAPL_) ups its game, improving
the quality of Pages, Numbers and Keynote to remove one of the few
obstacles -- outside of price -- that keep PC users from making the switch
to Mac.
But, beyond that, the future does not lie in software for Microsoft or, for
that matter, Apple. With the emergence of Google and a zillion apps that
help us do everything under the sun (from Evernote to Waze), there's no
reason for anybody -- the rank and file, students and the enterprise -- to
pay a dime to purchase or license software. Even if Microsoft can keep
Office on the radar, it's not going to be the cash cow it has been
historically.
And that's Microsoft's problem ... a problem of arrogance. The company
remains a powerhouse from a balance sheet perspective. Loads of cash. A
seemingly never-ending supply. I can only think that's the reason why, in
his memo, Ballmer went on and on about how great (ten times in one form or
another) things have been, are and will continue to be at Microsoft.
Is he insane? Or does he just have the most cush job in America? | Y****a
发帖数: 243 | 2 通篇说出点实质内容了吗？为什么这么多人这么high的黑微软呢？ | m*h
发帖数: 2750 | 3 嘿嘿你说说吧。
大致就是，MS干什么都有人说“死”。
肯定是MS死对他有大好处的人吧：）
【在 Y****a 的大作中提到】
: 通篇说出点实质内容了吗？为什么这么多人这么high的黑微软呢？
| Y****a
发帖数: 243 | 4 我不是业内人士，我没资格说什么。我只是不明白，微软现在在加强对consumer的支持
和服务，这难道不是好现象么？为什么还有人骂？
Google做的那些东西除了search，有哪些是赚钱的？特别是free的东西？
Google做的板子和手机对于我这样的tech dummy来讲非常难用。
Google的东西适合那些技术大牛小牛们自己折腾，对我来讲太费劲。
LG抵制Apple，所以没有苹果的体验。
我现在用win phone，还是7，和surface，觉得比Google的东西好用多了。当然我的需
求不多，电话音质，日历，相机，skype，和小朋友的游戏。
还有search，我Google和Bing都用，从来不觉得有什么差别，特奇怪别人说bing怎么怎
么差，是怎么回事？难道我查的都太偏门？
我道听途说来的，Google和微软的企业文化氛围截然不同，Google鼓励员工做自己感兴
趣的项目，赚不赚钱似乎放在第二位。微软以盈利为目的。 | m********8
发帖数: 7463 | 5 这些都说了10年了。按照微软的势力范围来说，如果继续说这些
最后指向灭亡，简单的趋势推证而已，嗬嗬
你连病比古狗落后了多少都无法区分，还是不要讨论技术了。
【在 Y****a 的大作中提到】
: 我不是业内人士，我没资格说什么。我只是不明白，微软现在在加强对consumer的支持
: 和服务，这难道不是好现象么？为什么还有人骂？
: Google做的那些东西除了search，有哪些是赚钱的？特别是free的东西？
: Google做的板子和手机对于我这样的tech dummy来讲非常难用。
: Google的东西适合那些技术大牛小牛们自己折腾，对我来讲太费劲。
: LG抵制Apple，所以没有苹果的体验。
: 我现在用win phone，还是7，和surface，觉得比Google的东西好用多了。当然我的需
: 求不多，电话音质，日历，相机，skype，和小朋友的游戏。
: 还有search，我Google和Bing都用，从来不觉得有什么差别，特奇怪别人说bing怎么怎
: 么差，是怎么回事？难道我查的都太偏门？
| b******d
发帖数: 574 | 6 对于普通用户来说
人家都已经说了用两个来找东西看不出来区别
跟技术有毛关系啊
【在 m********8 的大作中提到】
: 这些都说了10年了。按照微软的势力范围来说，如果继续说这些
: 最后指向灭亡，简单的趋势推证而已，嗬嗬
: 你连病比古狗落后了多少都无法区分，还是不要讨论技术了。
| u*******m
发帖数: 3395 | 7 This is *exactly* right. Interest and curiosity is what drives innovation
with passion. And passion delivers great products, which ultimately makes
a winning company - not necessarily in the sense of bottom line, but, is
life/work all about the bottom line?
【在 Y****a 的大作中提到】
: 我不是业内人士，我没资格说什么。我只是不明白，微软现在在加强对consumer的支持
: 和服务，这难道不是好现象么？为什么还有人骂？
: Google做的那些东西除了search，有哪些是赚钱的？特别是free的东西？
: Google做的板子和手机对于我这样的tech dummy来讲非常难用。
: Google的东西适合那些技术大牛小牛们自己折腾，对我来讲太费劲。
: LG抵制Apple，所以没有苹果的体验。
: 我现在用win phone，还是7，和surface，觉得比Google的东西好用多了。当然我的需
: 求不多，电话音质，日历，相机，skype，和小朋友的游戏。
: 还有search，我Google和Bing都用，从来不觉得有什么差别，特奇怪别人说bing怎么怎
: 么差，是怎么回事？难道我查的都太偏门？
| t**x
发帖数: 20965 | 8 看出微软的问题了吗？
就是几个字：
自以为是不思进取。
不是老印的问题，是公司文化问题。 | G*****h
发帖数: 33134 | 9 goog 砍了好多项目了。。
靠兴趣也玩不动那么多了
goog现在也就是钱来得容易。。。
【在 u*******m 的大作中提到】
: This is *exactly* right. Interest and curiosity is what drives innovation
: with passion. And passion delivers great products, which ultimately makes
: a winning company - not necessarily in the sense of bottom line, but, is
: life/work all about the bottom line?
| G*****h
发帖数: 33134 | 10 其实是那个
天鹅，梭子鱼和谁一起拉车的局面
都贼使劲，就是走不快
【在 t**x 的大作中提到】
: 看出微软的问题了吗？
: 就是几个字：
: 自以为是不思进取。
: 不是老印的问题，是公司文化问题。
| | | w********d
发帖数: 1131 | 11 你老公是微软的吧，还那么挺软？
【在 Y****a 的大作中提到】
: 我不是业内人士，我没资格说什么。我只是不明白，微软现在在加强对consumer的支持
: 和服务，这难道不是好现象么？为什么还有人骂？
: Google做的那些东西除了search，有哪些是赚钱的？特别是free的东西？
: Google做的板子和手机对于我这样的tech dummy来讲非常难用。
: Google的东西适合那些技术大牛小牛们自己折腾，对我来讲太费劲。
: LG抵制Apple，所以没有苹果的体验。
: 我现在用win phone，还是7，和surface，觉得比Google的东西好用多了。当然我的需
: 求不多，电话音质，日历，相机，skype，和小朋友的游戏。
: 还有search，我Google和Bing都用，从来不觉得有什么差别，特奇怪别人说bing怎么怎
: 么差，是怎么回事？难道我查的都太偏门？
| S**********n
发帖数: 264 | 12 occasionally, I used bing to check on stock index. nine out of 10 times,
the result is wrong. It is at least 15 minutes late. Even yahoo is better,
don't even mention google.
Man, developrs need heart, your boss or PM didn't say is not a good execuse.
| i***h
发帖数: 12655 | 13 Yahoo Finance一直是做的最好的吧
雅虎最落魄的时候大家也承认这是雅虎最大的资产之一
better,
execuse.
【在 S**********n 的大作中提到】
: occasionally, I used bing to check on stock index. nine out of 10 times,
: the result is wrong. It is at least 15 minutes late. Even yahoo is better,
: don't even mention google.
: Man, developrs need heart, your boss or PM didn't say is not a good execuse.
:
| j********x
发帖数: 2330 | 14 你太小看google了
google是较好的平衡了员工创新和赚钱
他们为啥舍得砍，就是看到这些项目虽然牛逼，但是赚不了钱；即便钱来得如此容易，
google还能如此清醒，这才是可怕的地方；你只看到了他砍掉一个项目损失了钱，没看
到砍了项目节省了未来的钱还有人力。
另外google对待research的态度非常务实，想jeff dean这样的人，如果在MS，一辈子
可能就是写论文，但是在google 他做了一个又一个经天纬地的大项目，几乎主导了整
个数据处理的技术版图。
【在 G*****h 的大作中提到】
: goog 砍了好多项目了。。
: 靠兴趣也玩不动那么多了
: goog现在也就是钱来得容易。。。
| S**********n
发帖数: 264 | 15
Research is oil, engineering is water. Oil usually don't mix with water.
Pure research is basically dead in industry after Bell Lab is closed. For
research, publishing paper is the only game in town. Publish or perish.
For pure research, both industry and national labs cannot compete with
universities. Yes, tenure means a lot. This model loosely works for pure
sciences, supported by tax payer's money or charity. However, for scintists
working for industry, this model doesn't sound well. Research's career
path could hardly be aligned well with companies. Where are they going to
land next job? They are not good coders.
Applied research is the way to go for scientists in industry. Scientists
don't have job securities, they can easily get lost. After they woke up
from the sting of reality, they will know that they have two choices. 1).
Change to an engineer or a manager. 2). Do tons of publications using M$'s
money so that they could land a job in academia.
Yes, google's approach is great. Not sure about MS's model. Don't like GE'
s model. As to IBM, I reserve my comments. They used to have fantastic
research program.
【在 j********x 的大作中提到】
: 你太小看google了
: google是较好的平衡了员工创新和赚钱
: 他们为啥舍得砍，就是看到这些项目虽然牛逼，但是赚不了钱；即便钱来得如此容易，
: google还能如此清醒，这才是可怕的地方；你只看到了他砍掉一个项目损失了钱，没看
: 到砍了项目节省了未来的钱还有人力。
: 另外google对待research的态度非常务实，想jeff dean这样的人，如果在MS，一辈子
: 可能就是写论文，但是在google 他做了一个又一个经天纬地的大项目，几乎主导了整
: 个数据处理的技术版图。
| j********x
发帖数: 2330 | 16 RD是油和水不能融合？！
这只是你定义的所谓RD罢了。。。社会主义都会变质，RD也在演化，而且CS这种工程学
科，RD的关系更不应该照搬传统科学。。。
scintists
【在 S**********n 的大作中提到】
:
: Research is oil, engineering is water. Oil usually don't mix with water.
: Pure research is basically dead in industry after Bell Lab is closed. For
: research, publishing paper is the only game in town. Publish or perish.
: For pure research, both industry and national labs cannot compete with
: universities. Yes, tenure means a lot. This model loosely works for pure
: sciences, supported by tax payer's money or charity. However, for scintists
: working for industry, this model doesn't sound well. Research's career
: path could hardly be aligned well with companies. Where are they going to
: land next job? They are not good coders.
|
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