| According to analytics, I've had 20,000 hits to my website in the last 30 days. 75% of those are reported to be running a windows operating system. As much as I respect the interesting point of view presented in the article, I sometimes wonder if sites like Hacker News and Slashdot don't put us all into some sort of exceptionally nerdy bubble-think. Like with the last week or so when everything I read seemed to say "google sucks", "lynch google", "burn and raze googles offices so they can never spam search results again" What was the rest of the world's reaction to this seemingly endless flood of histrionic blog posts about broken google search results? Crickets chirped and a tumbleweed yawned with boredom. Microsoft isn't dead. From what I see, in the last 30 days Microsoft is a minimum of 75% alive and we'd all be very much richer if we didn't forget that. With the utmost respect of course. Without exaggeration, hyperbole will literally be the death of us all. |
Keeping that in mind shapes the conversation differently
In Microsoft's case I can absolutely see how 75% of the people visiting your website might be Windows Computers. But how many of those people want to be on Windows? How many are using it because there's simply nothing else or because they're just too lethargic to switch? How many are using it simply because they're on their work computer and no one's seriously challenged MS in the corporate space?
So Microsoft could very well be dead and not even know it (as pg's addendum to this post makes clear). If you accept that thesis it has very relevant implications to the intended audience.
From a startup's perspective it means you shouldn't rely on Microsoft technology and need to pursue a strategy that supports Microsoft's desktop but doesn't build on it (which probably means web apps). From an investing perspective it means looking down the line for any possible desktop competitor that could be viable. Because once that viable competitor comes along the bottom will fall out of Microsoft's profits.