Posts tagged microsoft
“ What a day for Android. It was just pushed behind the scenes as the thing that powers that awesome, cheap Amazon Kindle tablet. And made into that thing you pay Microsoft to use.”
Couple this with the earlier news that 2/3rd’s of Google’s mobile search is from iOS devices and we have quite a tangled web.
Love this point over at Business Insider: “Apple just needs a search API it can use on its phone. If Microsoft will pay a premium, and Apple doesn’t have to see an ugly Bing interface, Apple doesn’t care.”
Whoa. Is search commoditized? At least when it comes to function, this appears to be the case. If Microsoft negotiates installs with big players (rather than forcing them to rely on AdWords) they could capture a significant share. Especially if they make up for the change with better service.
And no, I don’t think there’s an ounce of truth to the rumor that Apple will build it’s own search engine right now. They can’t offer a better experience than Microsoft out of the gate (the consumer will suffer), their ad-serving isn’t in place yet (so they won’t profit), and there’s almost no incentive to build a search engine when you can buy one. File this one for later.
The first week back from winter break is always hard. Not only do I need to catch up with accrued email, but the tech world is in overdrive due to CES. It’s a perfect storm of sorts.
Now that the big announcements are out we’re starting to see some themes solidify. Ebooks. Application platforms. 3D. Mobile. But what companies are winning? Right now it looks to be the people behind the scenes, the quieter players who assist and enhance the loud ones. Companies that are great partners are building their positions behind the scenes. They embrace many opportunities to work with others and strive to make their products play nicely with all.
Here’s my list of winners so far:
- HTC: HTC is one of the best partners in the industry. They stuck with Windows Mobile longer than anyone else, even taking it upon themselves to design a better interface for it. With Google, they’ve become nearly synonymous with Android. But even with that direct line to the
smartsuperphone market, they’re building fantastic devices for BREW, bringing their magic to budget phones. Did I mention they play nice with carriers too? It looks like they’ve got featured phones on each of the big 4 this year, a feat which is only matched by RIM. 2010 is HTC’s year. Just watch: they’re going to be the Dell or HP of the mobile generation.
- Amazon: HP and Microsoft’s tablet announcement was met with crickets, but buried in the details was a key fact: the integrated reader in the Windows 7 device was Amazon’s own. So if Apple tablet rumors have lit fires under all PC makers that run Windows 7, Amazon stands to expand it’s Kindle Platform market share to a big chunk of the market. The ereader space tilts even more in Amazon’s favor if they lock down the tablet marketplace. Who cares if Amazon’s tablet/ereader is black and white only? Let the OEM’s incorporate their software on their own.
- Netflix: Netflix Streaming continues its march across your future entertainment center. This CES they announced streaming deals on bluray players and TVs made by Sanyo, Sharp, Toshiba, and Funai. Last year they announced a partnership with Vizio, and I’m pretty sure they have one in place with Sony. Last time I was at Costco, 4 out of the 5 bluray players had Netflix inside.
- XBox: While not really a company, this product seems to be hitting all the right notes in a very un-Microsoft way. Full media box, check. Netflix on board, check. Set-top box replacement, on the way. Kick-ass community that’s owning the competition, check. Social network integration, check. Hell, a full third of time spend using the XBox is spend doing non-gaming things.