Archive for the ‘Microsoft’ Category

That Fruit Company is on a roll

July 27, 2007

AAPL just announced a fantastic quarter. A quarter driven, not by the iphone, but by mac sales. that whole ‘Halo effect’ theory seems like it’s finally gaining traction.

The interesting bit of course, is a reported rise in profit margin. Yes, helped along mostly by lower component prices worldwide, but a wonderful piece of news for investors. Profit is up some 70+% and profit margin is up some 1.8 %. Apple is actually hitting margins close to the high 38’s, which is just fantastic. The astonishing part is that growth is being witnessed in the Computer division – a vertical in which ruthless competition has driven pricess to such low levels that even the biggies with all their synergies make only razor thin margins. Apple’s model and their differentiation through Hardware and Software is really allowing them to surge ahead.

The iphone accounts for almost none of these stellar numbers because firstly, the iphone came out way too late for it to make a meaningful impact and secondly,apple books iphone related revenue over 2 years – like service revenue. Useful, no doubt, to smoothen out the off-rough quarter.

This company is looking mighty strong. Some more rumors of much deeper relations between Google and Apple and we really have a story going – The device, the software, the channel, the service and the experience all rolled into one. And we haven’t even mentioned the web 2.0 business model yet.

Man, it really is getting hot. Microsoft, where are you?


Introducing Windows Live Writer

August 17, 2006


This is a test post using Microsoft’s new Windows Live product – Writer. Although the concept of an offline wysiwyg style blog editor is not new, Live Writer is pretty good. I’m impressed.

Fit and finish is awesome and the product, well, just works. It has some neat web layout views and is generally good to use.

You should give it a try:

Microsoft Gets into Robotics – Cover up for an experiment on Pingbacks

June 22, 2006

More on Robert Scoble's page. Actually this is just a test page to see how Pingbacks work. Experimentation is the surest way to understanding!

Windows Live: Microsoft’s Web 2.0 Strategy

January 20, 2006

Paul Thurrott's take on Microsoft's new live strategy is interesting. It's a good thing, for most part, that the behemoth has finally awaken to the web 2.0 world. I'm pretty sure Ray Ozzie is the architect of the vision, which is good too, because he truly understands the internet and its potential.

How it will all pan out is subject to tons of conjecture, but I'll stick my neck out – Microsoft will prevail. Their preponderance in terms of Cash and expertise is unparalleled. Oh yes, they also own the platform and are pushing the envelope (and no, I'm not poking fun) on the platform side. Vista's new WinFX platform coupled with the Indigo framework will for the first time enable immersive & rich web apps that rival their client side counter parts.

AJAX is good, but the future platforms will offer tons more. Security will be an issue (we know how Swiss cheese like windows is because of supposed 'Features', but something tells me that this time round, Microsoft has it's bases covered).

Time, of course, will tell. But as a consumer I couldn't be more thrilled. The future's going to be good. Really really good.

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