Bad for Them; Good for Us
Microsoft Corp. (Nasdaq: MSFT) totally killed off any possibility of further innovation in software -- absent a business plan specifying an endgame of acquisition by Microsoft, who in their right mind would write innovative code for the PC? Windows is a bloated monstrosity that’s downright painful to use. I can’t wait for Vista (and Office 2007) so Triumph the Insult Comic Dog can poop on them.
And Intel Corp. (Nasdaq: INTC)? They spend their time in fruitless competition with Advanced Micro Devices Inc. (NYSE: AMD) to see who can build the most cost-effective implementation of a chip that executes instructions -- no new value-add there. And if you understand VIIV, please explain it to me.
The PC and that latest in a long line of information-systems architectures, client/server computing, are done. Stick a fork in'em. It’s over. Time to move on.
And this is why all of the talented people who built computers and networks will move on to mobile information systems. The next era is one of infocentricity: Computers don’t matter; access to information does -- anytime, anywhere, as the saying goes. Now, I’m not going to say that the desktop or notebook PC is doomed. Oh, what the heck, I am indeed. The future belongs to thin clients wirelessly connected to virtualized servers. Google (Nasdaq: GOOG) has it right, maybe even with the advertising.
Anyway, there’s money -- lots of it -- yet to be made in mobility, and that is indeed good for us, both suppliers, and more importantly, customers. — Craig Mathias is Principal Analyst at the Farpoint Group , an advisory firm specializing in wireless communications and mobile computing. Special to Unstrung