Bill Gates and the non-prediction prediction

bill-gates-steve-ballmer-microsoftFollowing my #1 prediction yesterday of dire consequences in 2014 for Microsoft some readers challenged me to say what should happen this year in Redmond to right the ship. Is it even possible? So here’s my answer which isn’t in the form of a prediction because I doubt that it will actually happen. But if it actually does come to pass, well then I told you so.

At this point in Microsoft’s history the only CEO who could follow Steve Ballmer and be more or less guaranteed to be successful is Bill Gates. I think Bill should take back his old job for awhile.

This line of thinking was suggested to me, by the way, […]

By |January 9th, 2014|2014, Companies, People, Software|63 Comments
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You may not want that Windows Bay Trail tablet after all

encore-marquee-heroAn old friend has been telling me for months that the future of personal computing was coming with new Windows tablets using the Bay Trail system-on-chip architecture built with Intel Silvermont cores. Silvermont is the first major Atom revision in years and is designed to be much faster. Bay Trail would lead to $199 8-inch Windows tablets while also fixing the limitations of Intel’s previous Clover Trail. Well Bay Trail units are finally shipping but my techie friend is sorely disappointed with his.

The lure of this platform for Intel is great. Manufacturers could use the same chassis and chipsets for everything except gaming boxes and servers. Eight inch tablets, ChromeBooks, Ultrabooks, 10-inch tablets, and netbooks, all one chassis with up […]

By |December 13th, 2013|2013, Breaking News, Gadgets, Tablets|63 Comments
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Apple burnishes while we wait for another breakthrough

SteveJobs3Some readers have asked me for a post on the new Apple iPhones announced yesterday. I’ll get to that in time but prefer to do so when I actually have an iPhone 5S in my hands because I have a very specific column in mind. And no, it’s not the column you think it is. But this is still a good time to write something about Apple in general, which is how Cupertino appears to now stand at a crossroads.

There is a world of difference between Microsoft and Apple but one way they are similar is in facing a generational change. Another way they are similar is in having robust legacy businesses that both put […]

By |September 11th, 2013|2013, Business, Companies, Industry, Phones|86 Comments
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Why Microsoft really bought Nokia


hi-nokia-elop-ballmerThis column, the obvious post on Microsoft buying most of Nokia, is arriving later than I had hoped because we had an Internet failure today at our house on the side of a mountain in Sonoma County near Santa Rosa. We’re 15 minutes from town but the terrain is such that there’s no cellphone service from any carrier, we’re beyond the reach of DSL, there is no cable TV, so our only choices for Internet access are crappy satellite Internet or non-crappy  fixed wireless, which we get from an ISP called CDS1.net. That connection is really good since the ISP’s tower in this part of the county is about 200 feet from my office window.  It’s […]

By |September 3rd, 2013|2013, Companies, Industry, Phones|106 Comments
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Microsoft, Ballmer, and the end of the PC era

Steve-Ballmer2So Steve Ballmer is leaving Microsoft a year from now: what kind of schedule is that? It’s one thing, I suppose, for a company to point out that they have a retirement policy or a succession plan, or even to just give the universe of potential Microsoft CEOs a heads-up that the job is coming open, but I don’t think that’s what this is about at all. It’s about the stock. Like in baseball, when all else fails to get the team out of a slump, fire the manager. And sure enough, Microsoft shares are up eight percent as I write. Ballmer himself is $1 billion richer than he was yesterday. I wonder if he […]

By |August 23rd, 2013|2013, Business, Companies|74 Comments
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