2013-11-17

This video is speaking for itself (and for the title): Why I Love my Microsoft Surface 2 : Tips and Tricks [Sean Ong YouTube channel, Nov 3, 2013]

In this video I show off my favorite features in the Microsoft Surface 2, with windows 8.1 RT. I show off voice control (windows speech recognition), multiple monitor support, and a variety of accessories via USB hub (including external hard drive, mouse, keyboard, and Xbox 360 controller integration). I show how I connect the Surface 2 to my HDTV as well as wireless casting of music and video! I also go through some other features, such as Spotify web player, and icloud web. Also kid friendly applications and multiple accounts. There’s so much stuff this thing can do, it will blow your mind away

That is how Sean Ong, a senior consultant at Navigant (focussing there on “technical, economic, and policy analysis of energy efficiency and renewable energy systems”) and himself an energy analysis engineer, was able to present the above, truly incredible customer value from current and especially future point of view for Windows 8.1 in geneneral and Surface 2 (ARM based) in particular. It is even more remarkable as nobody, I REPEAT NOBODY, from Microsoft worldwide could do that. I know even a highly professional, true world class Windows 8/Windows 8.1 expert who was not only fascinated himself by the above video, but acknowledged honestly that he was unaware of the speech recognition progress in Windows 8.1. And we are talking about an internal expert who has already been involved in the internal expert network of similar, most devoted Microsoft specialists in Windows 8 and Windows 8.1 for years.

For me this video is incredibly important because:

on one hand with Unique Nokia assets (from factories to global device distribution & sales, and the Asha sub $100 smartphone platform etc.) will now empower the One Microsoft devices and services strategy [‘Experiencing the Cloud’, Sept 3, 2013], Microsoft partners empowered with ‘cloud first’, high-value and next-gen experiences for big data, enterprise social, and mobility on wide variety of Windows devices and Windows Server + Windows Azure + Visual Studio as the platform [‘Experiencing the Cloud’, July 10, 2013], Windows Azure becoming an unbeatable offering on the cloud computing market [‘Experiencing the Cloud’, June 28, 2013], Windows 8.1: Mind boggling opportunities, finally some appreciation by the media [‘Experiencing the Cloud’, June 27, 2013] and Microsoft: With cloud services investments starting to pay off Windows 8 and Windows Blue will bring more competitive devices particularly in new smaller form factors targeting the tablet market I’ve found quite a number of positive signs (for the future) 

while there are—on the other hand—quite a number of extremely worrisome negative signs (for the future) with Microsoft could be acquired in years to come by Amazon? The joke of the day, or a certain possibility (among other ones)? [‘Experiencing the Cloud’, Sept 16, 2013], The question mark over Wintel’s future will hang in the air for two more years [‘Experiencing the Cloud’, Sept 15, 2013], An ARM-focussed Microsoft spin-off could be the only solution to save Microsoft in the crucial next 3-years period [‘Experiencing the Cloud’, Aug 24, 2013], Windows [inc. Phone] 8.x chances of becoming the alternative platform to iOS and Android: VERY SLIM as it is even more difficult for Microsoft now than any time before [‘Experiencing the Cloud’, Aug 20, 2013], Android to overtake the overall PC market? [‘Experiencing the Cloud’, Aug 24, 2013], and With Android and forked Android smartphones as the industry standard Nokia relegated to a niche market status while Apple should radically alter its previous premium strategy for long term [‘Experiencing the Cloud’, Aug 17, 2013]

NOT ONLY FOR THE FUTURE OF MICROSOFT BUT FOR THE WHOLE STATE OF COMPUTING
AS THE MISSING COMMUNICATIONS FROM MICROSOFT, EVEN THE TOTAL INABILITY OF MICROSOFT TO COMMUNICATE THE INHERENT WINDOWS 8.1/SURFACE 2 VALUES, WERE CLEARLY POINTING TO TOTAL LACK OF MARKETING COMPETENCY FOR ITS GAME-CHANGING, MICROSOFT-ONLY, POST PC AREA INNOVATIONS INHERENT IN WINDOWS 8.1/SURFACE 2

Although these signs (both the positive and negative ones) were coupled with a number of competitive positive changes for Microsoft, such as:

Xamarin: C# developers of native “business” and “mobile workforce” applications now can easily work cross-platform, for Android and iOS clients as well [‘Experiencing the Cloud’, Nov 15, 2013]

Multi-tasking and multi-window view used together for high performance productivity scenarios in the state-of-the-art UX environment of Microsoft Windows 8.1 – the ultimate solution not available with Apple and Android devices [‘Experiencing the Cloud’, Sept 26, 2013] together with 2nd generation Microsoft Surface family of productivity tablets priced upto $2420 (when for an All-in-One configuration) [‘Experiencing the Cloud’, Sept 24, 2013]

The long awaited Windows 8.1 breakthrough opportunity with the new Intel “Bay Trail-T”, “Bay Trail-M” and “Bay Trail-D” SoCs? [‘Experiencing the Cloud’, Sept 14, 2013]

Microsoft betting on boosting Windows RT demand with top level ARM SoCs from its SoC partners, Windows 8.1 enhancements, Outlook addition to the Office 2013 RT and very deep tactical discounts to its OEM partners for tablet offerings of more value and capability [‘Experiencing the Cloud’, June 6, 2013]

Deep technical evangelism and development team inside the DPE (Developer and Platform Evangelism) unit of Microsoft [‘Experiencing the Cloud’, May 17, 2013]

Microsoft: With cloud services investments starting to pay off Windows 8 and Windows Blue will bring more competitive devices particularly in new smaller form factors targeting the tablet market [‘Experiencing the Cloud’, April 19, 2013]

But a number of competitive negative changes for Microsoft became even more worrisome (than any time before) lately, such as:

Q3’13 smartphone and overall mobile phone markets: Android smartphones surpassed 80% of the market, with Samsung increasing its share to 32.1% against Apple’s 12.1% only; while Nokia achieved a strong niche market position both in “proper” (Lumia) and “de facto” (Asha Touch) smartphones [‘Experiencing the Cloud’, Nov 14, 2013]

The tablet market in Q1-Q3’13: It was mainly shaped by white-box vendors while Samsung was quite successfully attacking both Apple and the white-box vendors with triple digit growth both worldwide and in Mainland China [‘Experiencing the Cloud’, Nov 14, 2013]

Samsung has unbeatable supply chain management, it is incredibly good in everything which is consumer hardware, but vulnerability remains in software and M&A [‘Experiencing the Cloud’, Nov 11, 2013]

The first multimode Android tablets and laptops from Lenovo [‘Experiencing the Cloud’, Nov 8, 2013]

Leading PC vendors of the past: Go enterprise or die! [‘Experiencing the Cloud’, Nov 7, 2013]

Amazon Web Services not only achieved the clear and far dominant leader status in the Cloud Infrastructure as a Service (Cloud IaaS) market, but “the balance of new projects are going to AWS, not the other providers” – according to Gartner [‘Experiencing the Cloud’, Oct 28, 2013]

Why Intel is pressed to go as far down as to $99 with its Android tablet prices (but not with Windows 8.1)? [‘Experiencing the Cloud’, Sept 12, 2013]

Companion Device Computing as envisaged and implemented by Pranav Mistry and his TTT team from Samsung: the case of Galaxy Gear + Galaxy Note 3 [‘Experiencing the Cloud’, Sept 12, 2013]

Alibaba to secure “centuries” of the future of an already “US$150 billion ecosystem of consumers, merchants and business partners” via an internal partnership (rejuvenated each year) of top executive owners (with just 10% of shares) also controlling the board [‘Experiencing the Cloud’, Oct 3 2013]

Dell’s all Intel tablets and laptops targeting the evolving mobile workforce even with their most consumer specific Android tablets [‘Experiencing the Cloud’, Oct 3, 2013]

Amazon’s move into overall leadership: Kindle Fire HDX with Snapdragon 800, “revolutionary on-device tech support” (Mayday), enterprise and productivity capable Fire OS 3.0 forked from Android 4.2.2 etc. PLUS a significantly enhanced, new Kindle Fire HD for a much lower, $139 price [‘Experiencing the Cloud’, Sept 27, 2013]

Sinofsky’s ‘continuous productivity’ idea to be realised first in Box Notes [‘Experiencing the Cloud’, Sept 12, 2013]

The new Air Command S Pen User Experience making the Samsung Galaxy Note 3 phablet, and Galaxy Note 10.1, 2014 Edition tablet next-generation devices [‘Experiencing the Cloud’, Sept 12, 2013]

Xiaomi announcements: from Mi3 to Xiaomi TV [‘Experiencing the Cloud’, Sept 5, 2013]

Jingdong (former 360buy) e-commerce value proposition and ongoing global expansion [‘Experiencing the Cloud’, Sept 2, 2013]

The value of Taobao.com and TMall.com in China, as well as outside [‘Experiencing the Cloud’, Sept 2, 2013]

Opinion Leaders and Lead Opinions: Reflections on Steven Sinofsky’s “Era of Continuous Productivity” vision [‘Experiencing the Cloud’, Sept 1, 2013]

Assesment of the Xiaomi phenomenon before the global storm is starting on Sept 5 [‘Experiencing the Cloud’, Aug 30, 2013]

Mark Zuckerberg’s personality is hyped (again) with a quite worthwhile initiative (otherwise) but with substantial global financial interests behind it as well [‘Experiencing the Cloud’, Aug 24, 2013]

Google Play catchup with iOS App Store and its way of assuring compatibility across Android 1.6 to 4.3 [‘Experiencing the Cloud’, Aug 13, 2013]

The Upcoming Mobile Internet Superpower [‘Experiencing the Cloud’, Aug 13, 2013]

China is the epicenter of the mobile Internet world, so of the next-gen HTML5 web [‘Experiencing the Cloud’, Aug 5, 2013]

Superphones turning point: segment satured with Tier 1 globals while the Chinese locals are at less than 40% of the Samsung price [‘Experiencing the Cloud’, Aug 3, 2013]

Xiaomi, OPPO and Meizu–top Chinese brands of smartphone innovation [‘Experiencing the Cloud’, Aug 1, 2013]

GiONEE (金立), the emerging global competitor on the smartphone market [‘Experiencing the Cloud’, July 22, 2013]

H2CY13: Upcoming next-gen Nexus 7, the ASUS MeMO Pad HD 7 “re-incarnation” at reduced by $50 price, dual/quad-core mid-range tablets from white-box vendors starting from $65 [‘Experiencing the Cloud’, July 5, 2013]

20 years of Samsung “New Management” as manifested by the latest, June 20th GALAXY & ATIV innovations [‘Experiencing the Cloud’, July 2, 2013]

Fortunately we already know:

from the announcement issued back in August that Microsoft CEO Steve Ballmer to retire within 12 months [Microsoft press release, Aug 23, 2013]

Board of directors initiates succession process; Ballmer remains CEO until successor is named.

Microsoft Corp. today announced that Chief Executive Officer Steve Ballmer has decided to retire as CEO within the next 12 months, upon the completion of a process to choose his successor. In the meantime, Ballmer will continue as CEO and will lead Microsoft through the next steps of its transformation to a devices and services company that empowers people for the activities they value most.

“There is never a perfect time for this type of transition, but now is the right time,” Ballmer said. “We have embarked on a new strategy with a new organization and we have an amazing Senior Leadership Team. My original thoughts on timing would have had my retirement happen in the middle of our company’s transformation to a devices and services company. We need a CEO who will be here longer term for this new direction.”

The Board of Directors has appointed a special committee to direct the process. This committee is chaired by John Thompson, the board’s lead independent director, and includes Chairman of the Board Bill Gates, Chairman of the Audit Committee Chuck Noski and Chairman of the Compensation Committee Steve Luczo. The special committee is working with Heidrick & Struggles International Inc., a leading executive recruiting firm, and will consider both external and internal candidates.

“The board is committed to the effective transformation of Microsoft to a successful devices and services company,” Thompson said. “As this work continues, we are focused on selecting a new CEO to work with the company’s senior leadership team to chart the company’s course and execute on it in a highly competitive industry.”

“As a member of the succession planning committee, I’ll work closely with the other members of the board to identify a great new CEO,” said Gates. “We’re fortunate to have Steve in his role until the new CEO assumes these duties.”

Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

Ballmer thanks Microsoft Employees in farewell address [The Verge, YouTube channel, Sept 28, 2013]

Outgoing Microsoft CEO Steve Ballmer has always been a speaker and performer like no other — his absolute enthusiasm for his company is electric in person, turning ordinary corporate events into raw displays of emotion that are often criticized but never forgotten. Read more at The Verge: http://www.theverge.com/2013/9/27/4779036/exclusive-video-steve-ballmers-intense-tearful-goodbye-to-microsoft

and finally when, what was and is going behind from Ballmer on Ballmer: His Exit From Microsoft [The Wall Street Journal, Nov 15-17, 2013]

Steve Ballmer paced his corner office on a foggy January morning here, listening through loudspeakers to his directors’ voices on a call that would set in motion the end of his 13-year reign as Microsoft Corp.’s MSFT -0.47% chief executive.

Microsoft lagged behind Apple Inc. AAPL -0.60% and Google Inc. GOOG -0.16% in important consumer markets, despite its formidable software revenue. Mr. Ballmer tried to spell out his plan to remake Microsoft, but a director cut him off, telling him he was moving too slowly.

“Hey, dude, let’s get on with it,” lead director John Thompson says he told him. “We’re in suspended animation.” Mr. Ballmer says he replied that he could move faster.

But the contentious call put him on a difficult journey toward his August decision to retire, sending Microsoft into further tumult as it began seeking a successor to a man who has been at its heart for 33 years.

“Maybe I’m an emblem of an old era, and I have to move on,” the 57-year-old Mr. Ballmer says, pausing as his eyes well up. “As much as I love everything about what I’m doing,” he says, “the best way for Microsoft to enter a new era is a new leader who will accelerate change.”

Mr. Ballmer, in a series of exclusive interviews tinged with his characteristic bluster and wistfulness, tells of how he came to believe that he couldn’t lead Microsoft forward—that, in fact, Microsoft would not be led by him because of the very corporate culture he had helped instill.

Mr. Ballmer and his board have been in agreement: Microsoft, while maintaining its strong software business, must shake up its management structure and refocus on mobile devices and online services if it is to find future profit growth and reduce its dependence on the fading PC market.

The board’s beef was speed. The directors “didn’t push Steve to step down,” says Mr. Thompson, a longtime technology executive who heads the board’s CEO-search committee, “but we were pushing him damn hard to go faster.”

Investors, too, were pushing for transformation. “At this critical juncture, Wall Street wants new blood to bring fundamental change,” says Brent Thill, a longtime Microsoft analyst at UBS AG. “Steve was a phenomenal leader who racked up profits and market share in the commercial business, but the new CEO must innovate in areas Steve missed—phone, tablet, Internet services, even wearables.”

The Microsoft board’s list of possible successors includes, among others, former Nokia Corp. NOK1V.HE +0.25% CEO Stephen Elop, Microsoft enterprise-software chief Satya Nadella and Ford Motor Co. F -0.12% CEO Alan Mulally, say people familiar with the search. In conjunction with Microsoft’s annual shareholder meeting Nov. 19, the board plans to meet and will discuss succession, says a person familiar with the schedule.

Representatives for Mr. Elop and Mr. Nadella say the men have no comment on the search. A Ford spokesman says “nothing has changed” since November 2012, when Ford said Mr. Mulally would remain CEO through at least 2014, adding: “Alan remains absolutely focused on continuing to make progress on our One Ford plan. We do not engage in speculation.”

Microsoft’s next chief will be only the third in its history. Mr. Ballmer joined in 1980 at the suggestion of his Harvard University pal, co-founder Bill Gates, and is its second-largest individual shareholder and a billionaire.

After growing up in Detroit, where his father was a Ford manager, Mr. Ballmer roomed down the hall from Mr. Gates at Harvard. He dropped his Stanford M.B.A. studies to become Microsoft’s first business manager.

He was Mr. Gates’s right-hand man, helping turn Microsoft into a force that redefined how the world used computers. He took the reins in 2000, further solidifying Microsoft’s position in software markets and keeping the profit engine humming. Revenue tripled during his tenure to almost $78 billion in the year ended this June, and profit grew 132% to nearly $22 billion.

But while profit rolled in from Microsoft’s traditional markets, it missed epic changes, including Web-search advertising and the consumer shift to mobile devices and social media.

Last year, Mr. Ballmer sought to reboot. In an October shareholder letter, he declared Microsoft would become a provider of “devices and services” for businesses and individuals.

He told the board he wanted to lead the charge and remain until his youngest son graduated from high school in four years. He began his own succession planning by meeting potential candidates in what he calls “cloak-and-dagger” meetings.

Mr. Ballmer’s reboot plan required a corporate overhaul. For guidance, he called his longtime friend, Ford’s Mr. Mulally, once a top Boeing Co. BA +0.73% executive. They met Christmas Eve at a Starbucks on Mercer Island near Seattle.

Mr. Ballmer brought a messenger bag, pulling out onto a table an array of phones and tablets from Microsoft and competitors. He asked Mr. Mulally how he turned around Ford. For four hours, he says, Mr. Mulally detailed how teamwork and simplifying the Ford brand helped him reposition it.

The Ford spokesman says: “Ford and Microsoft have a long-standing business partnership, and many of our leaders discuss business together frequently.”

It was a wake-up call for Mr. Ballmer, who had run the software giant with bravado and concedes that “I’m big, I’m bald and I’m loud.”

Microsoft’s culture included corporate silos where colleagues were often pitted against one another—a competitive milieu that spurred innovation during Microsoft’s heyday but now sometimes leaves groups focused on their own legacies and bottom lines rather than on the big technology picture and Microsoft as a whole.

He recalls thinking: “I’ll remake my whole playbook. I’ll remake my whole brand.”

The board liked his new plan. But as Mr. Ballmer prepared to implement it, his directors on the January conference call demanded he expedite it.

Pushing hardest, say participants, were Mr. Thompson, who had held top jobs at International Business Machines Corp. IBM +0.54% and Symantec Corp. SYMC +0.38%, and Stephen Luczo, CEO of Seagate Technology STX -2.33% PLC. Mr. Luczo declines to comment.

“But, I didn’t want to shift gears until I shipped Windows,” Mr. Ballmer says he told the directors on the call, explaining that he hadn’t moved faster in late 2012 because he was focused on releasing in October the next generation of Windows, Microsoft’s longtime cash cow.

Mr. Ballmer swung into gear, drafting a management-reorganization plan to discuss during a March retreat at a Washington mountain resort. He invited Mr. Thompson and another director, to get board perspective on his plan.

Instead, he got more pressure. Mr. Thompson says he told Mr. Ballmer and his executives: “Either get on the bus or get off.”

Mr. Ballmer says he took that as an endorsement of his plan. That evening, some of them played poker, drank Scotch and gathered around the lodge’s fireplace.

The next month, hedge fund ValueAct Capital disclosed a $2 billion Microsoft stake. ValueAct’s CEO Jeffrey Ubben at a conference said Microsoft’s stock was undervalued. Other shareholders were urging it to increase its dividend and shed noncore businesses. A ValueAct spokesman declines further comment. In September, Microsoft increased its dividend but hasn’t sold off businesses investors have urged it to, such as the Bing search engine.

Mr. Ballmer hewed to Mr. Mulally’s recommendations. For years, he had consulted with Microsoft’s unit chiefs individually, often dispensing marching orders. Now, he began inviting them to sit together in a circle in his office to foster camaraderie.

It was a lurching corporate-culture change. “It’s not the way we operated at all in Steve’s 30-plus years of leadership of the company,” says Mr. Nadella, an executive vice president.

Mr. Ballmer says his senior team struggled with the New Steve. Some resisted on matters large—combining engineering teams—and small, such as weekly status reports.

Qi Lu, an executive vice president, submitted a 56-page report on applications and services. Mr. Ballmer sent it back, insisting on just three pages—part of a new mandate to encourage the simplicity needed for collaboration. Mr. Lu says he retorted: “But you always want the data and detail!”

Mr. Ballmer says he started to realize he had trained managers to see the trees, not the forest, and that many weren’t going to take his new mandates to heart.

In May, he began wondering whether he could meet the pace the board demanded. “No matter how fast I want to change, there will be some hesitation from all constituents—employees, directors, investors, partners, vendors, customers, you name it—to believe I’m serious about it, maybe even myself,” he says.

His personal turning point came on a London street. Winding down from a run one morning during a May trip, he had a few minutes to stroll, some rare spare time for recent months. For the first time, he began thinking Microsoft might change faster without him.

“At the end of the day, we need to break a pattern,” he says. “Face it: I’m a pattern.”

Mr. Ballmer says he secretly began drafting retirement letters—ultimately some 40 of them, ranging from maudlin to radical.

On a plane from Europe in late May, he told Microsoft General Counsel Brad Smith that it “might be the time for me to go.” The next day, Mr. Ballmer called Mr. Thompson, with the same message.

Mr. Thompson called two other directors, Mr. Luczo and Charles Noski, former Bank of America Corp. BAC +0.84% vice chairman, and says he told them: “If Steve’s ready to go, let’s see if we can get on with this.”

At the board’s June meeting in Bellevue, Wash., Mr. Ballmer says he told the directors: “While I would like to stay here a few more years, it doesn’t make sense for me to start the transformation and for someone else to come in during the middle.”

The board wasn’t “surprised or shocked,” says Mr. Noski, given directors’ conversations with Mr. Ballmer. Mr. Thompson says he and others indicated that “fresh eyes and ears might accelerate what we’re trying to do here.”

Mr. Gates, Microsoft’s chairman, told Mr. Ballmer that he understood from experience how hard it was to leave when Microsoft was your “life,” says someone familiar with Mr. Gates’s thinking. Mr. Gates told the board he supported Mr. Ballmer’s departure if it ensured Microsoft “remains successful,” this person says.

That night, after Mr. Ballmer watched his son sing at his high-school baccalaureate ceremony—a Coldplay song with the lyrics: “It’s such a shame for us to part; nobody said it was easy; no one ever said it would be this hard”—he says he told his wife and three sons he was probably leaving Microsoft. They all cried.

On Aug. 21, the board held a conference call to accept Mr. Ballmer’s retirement. Mr. Gates and Mr. Thompson sat with Mr. Ballmer in his office. It was over in less than an hour.

Mr. Ballmer vows not to be a lame duck.

“Charge! Charge! Charge!” he bellows, jumping up from an interview and lunging forward while pumping his fist forward like a battering ram. “I’m not going to wimp away from anything!”

He has remained active, shepherding a $7.5 billion deal to buy Nokia’s mobile businesses and fine-tuning holiday-marketing strategies for Microsoft’s Surface tablets and new Xbox game console. In October, Microsoft reported better-than-expected quarterly earnings.

At his final annual employee meeting this September, Mr. Ballmer gave high-fives and ran off the stage to the song: “(I’ve Had) The Time of My Life” from the movie “Dirty Dancing.”

Last month, walking along Lake Washington, Mr. Ballmer bumped into Seattle Seahawks coach Pete Carroll, who was fired from earlier jobs and now is thriving. Mr. Carroll says he told his neighbor he went through “something like this” and predicted it is “going to be great.”

Mr. Ballmer says he is weighing casual offers as varied as university teaching and coaching his youngest son’s high-school basketball team. He plans no big decisions for at least six months—except that he won’t run another big company. He says he’s open to remaining a Microsoft director.

At a recent executive meeting, he perched on a stool to review developments. His third slide was labeled “New CEO.”

“Not a soul in this room doesn’t think we need to go through this transition,” he said. As he stood up, his voice started to crack: “As much as I wish I could stay your CEO, I still own a big chunk of Microsoft, and I’m going to keep it.”

He walked back toward the stool, then turned around and said in a near-whisper: “Please take good care of Microsoft.”

You could read also Reporter’s Notebook: Two Days With Steve Ballmer [The Wall Street Journal, Nov 15, 2013] ending this way: 

… This summer when he was deciding whether to step down, Mr. Ballmer quietly met with big institutional investors in Boston and San Francisco. The head of one big institution told him, “Microsoft would be better served with you gone.” Mr. Ballmer, who’s the second largest individual shareholder, knew the investor might get his wish. Yet, he argued, “Who cares more about Microsoft than I do? I own a lot. It’s my life.”

And that showed how his emotions alternate between bluster and wistfulness. The deed is done, the decision has been made, a new CEO is imminent. But Mr. Ballmer is struggling because Microsoft has been so much more than a job … as he said, “my life.”

My closing remarks:

The next CEO problem to be solved is definitely the #1 issue for the future of the Microsoft

The #2 issue is how successfully the Unique Nokia assets (from factories to global device distribution & sales, and the Asha sub $100 smartphone platform etc.) will now empower the One Microsoft devices and services strategy [‘Experiencing the Cloud’, Sept 3, 2013] for which the Microsoft answers to the questions about Nokia devices and services acquisition: tablets, Windows downscaling, reorg effects, Windows Phone OEMs, cost rationalization, ‘One Microsoft’ empowerment, and supporting developers for an aggressive growth in market share [‘Experiencing the Cloud’, Sept 4, 2013] is providing an interim answer, i.e. till the arrival of the new CEO

The #3 isssue is How the device play will unfold in the new Microsoft organization? [‘Experiencing the Cloud’, July 14, 2013]. If Stephen Elop, former CEO of Nokia, and a previous senior executive of Microsoft, will become the next CEO then Minutes of a high-octane but also expert evangelist CEO: Stephen Elop, Nokia [‘Experiencing the Cloud’, July 13, 2013] could provide some clue for changes to be expected as a strategic evolution of the current one described in the already mentioned [‘Experiencing the Cloud’, July 14, 2013]. Even in case when he will not be selected by the Microsoft board as the next CEO he will have very strong influence on the device play for the initial first year integration of the acquired Nokia businesses into Microsoft, for very simple reason, that nobody could do this, and a successfull integration is a higher priority, #2 issue.

Strategically, however, the most important issue is the

Microsoft reorg for delivering/supporting high-value experiences/activities [‘Experiencing the Cloud’, July 11, 2013]

Everything else which might be a crucial issue during this process is highly controversial, without any official clues from Microsoft or any other stakeholder sources. The most controversial among all of them is the issue of non-profitable and/or not necessarily integral to Microsoft businesses. These are the Bing and the Xbox businesses. The range of external opinions is extremely large with investment circles firmly believing that neither Bing nor Xbox are inherently integral to Microsoft, and most of the external development community with an exacly opposite belief of those businesses being inherently internal.

My personal opinion is that with spin-off both extremes could be served sufficiently well, and even open completely new business development opportunities for both Bing and Xbox to grow substantially faster and bigger than otherwise. I would be especially enthusiastic for an Xbox spin-off as that business is already (with upcoming Oct 22 introduction of Xbox One) not a gaming console, but an entertainment ecosystem type of business. As such it would get enormous growth opportunities with its spin-off from the tightly integrated Microsoft mother ship.

The ultimate issue for me, however, is how the currently quite crippled and/or bureaucratic marketing machinery of Microsoft could be completely overhauled as part of Nokia integration, and how fast that could be achieved, if any? I mean a new marketing machinery which is thriving on the huge number of opportunities provided by already delivered game-changing products and technologies, instead of not understanding them at all. I mean not simply an ability to produce videos like the one in the beginning of this post, but a competency to produce whole storyboards for production of such videos and other communication materials. One might call it “high-octane marketing” for simplicity. Even more I envisage such integration of the marketing activities into the whole supply chain management (SCM) as is done in Samsung. See my Samsung has unbeatable supply chain management, it is incredibly good in everything which is consumer hardware, but vulnerability remains in software and M&A [‘Experiencing the Cloud’, Nov 11, 2013] post for that, from which I will copy the following illustration here as well:


Filed under: Cloud Computing strategy, consumer computing, consumer devices, Geopolitics, Microsoft survival Tagged: ARM, Bing, competitive changes, high-octane marketing, high-value experiences/activities, issues for Microsoft, Microsoft, Microsoft Surface 2, modern apps, next Microsoft CEO, Nokia assets acquired by Microsoft, Nokia integration, signs for the future, spin-off, Steve Ballmer, supply chain management, the future of computing, Windows 8.1, x64, x86, Xbox

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