Tuesday, July 19, 2005

Due Diligence: "Longhorn is tactically and strategically compromised. Tactically because it is grossly late, and keeps shedding features. Any venture that relied on it has already died on the road somewhere. Any business or product plan based on it has serious cred problems. Longhorn is strategically compromised because it is still fundamentally a play on the desktop. It's been a decade since a major change erupted as a consequence of innovation on the desktop PC. That's a decade that's been marked by functionality moving off the PC and into the network, and now by user interfaces being partitioned from the desktop onto mobile devices. Intel has figured out that it can no longer rely on innovation on the desktop to drive the Moore's Law investment cycle, but Microsoft still seems to believe that its hegemony in that sector is a bankable asset." One good thing about Scoble is that he sometimes links to interesting people although he aren't one. The quoted paragraph above I think pairs well with the recent Gates erruption: Newsday.com: Gates puzzled why more students don't choose computer science: "'It's such a paradox,' Gates said. 'If you say to a kid, 'Yeah, what are the 10 coolest products you use that your parents are clueless about, that you're good at using,' I don't think they're going to say, 'Oh, you know, it's this new breakfast cereal. And I want to go work in agriculture and invent new cereals or something.' ... I think 10 out of 10 would be things that are software-driven.' " Would someone please reattach this man's drool cup?

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