Archive for May, 2010


Apple sells 2 million iPads, but should anyone get excited?

By Joe Wilcox, Betanews

Apple is celebrating Memorial Day with a little memorial to iPad: Announcement of 2 million units sold in about 60 days. Typically, in Apple parlance, sold means shipped. However, given short supplies, the stated number is probably closer to sold, depending on how much Apple stocked the international channel for the weekend launch.

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Steve ‘Ballmer’s Reality Distortion Field is overheating’

By Joe Wilcox, Betanews

Monday Note has a nasty indictment of Microsoft CEO Steve Ballmer’s ability to deal with reality. In post, “Ballmer just opened the second envelope,” Jean-Louis Gassée writes about a different kind of Reality Distortion Field. The concept is normally applied to Apple CEO Steve Jobs and his ability to get just about anyone to believe anything. Gassée applies the Reality Distortion Field to Ballmer as a form of denial. He doesn’t accept the reality of Microsoft or its failure to truly innovate under his decade-long leadership.

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Steve Ballmer IS the right man to turn around Microsoft mobile

By Joe Wilcox, Betanews

The headline is my answer to the question “Is Steve Ballmer Really the Best Choice to Run Microsoft’s Consumer Business?” asked by Kevin Tofel at GigaOM on May 25th. There are several good reasons why Ballmer is the right man at the right time, but one stands out. He turned around another important Microsoft product: Windows.

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Mozilla opens up more on Firefox 4: Content Security, WebGL coming

By Scott M. Fulton, III, Betanews

The keyword for the introduction of Mozilla Firefox 3.5 was speed. That helped start a whole new race in which Firefox led early, but fell soon behind Apple Safari, Google Chrome, and later even Opera. Now with even Microsoft Internet Explorer 9 looking to erase the speed gap, and then some, a newly published Mozilla developers’ page characterizes Firefox 4 — whose first public betas may be only a few weeks away — as feature-laden.

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VoIP picks up and moves to the cloud

By Jack M. Germain, E-Commerce Times

Voice-over-IP technology is getting a makeover, and service providers hope it will reinvent the industry. There’s a shift away from VoIP toward hosted unified communications — that is, integrated voice, instant messenger, e-mail, workflow applications, and procurement.

Eight companies formed the Cloud Communications Alliance at the Cloud Computing Expo held last month in New York City, banding together to help drive the development of cloud-based unified communications.

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International iPad debut paves Apple’s roadmap for even higher market cap

By Scott M. Fulton, III, Betanews

Whether the “Windows era” is genuinely over for PCs is a matter of some debate; but the last week in both US and international markets is making clear that the dominance of PCs as technology platforms is now fully challenged by mobile devices. Today is premiere day for Apple’s iPad in Europe and Asia, and though early sales numbers have yet to be tabulated, when China Daily touts the success of the premiere as an event, it looks pretty likely that sales will live up to expectations.

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Facebook CEO: ‘We are removing the connections privacy model’

By Scott M. Fulton, III, Betanews

In a move that may end up drastically scaling back what Facebook had hoped last month would be a redefinition of the Web itself, the social service will soon begin rolling out simplified privacy controls, according to a blog post today from CEO Mark Zuckerberg. The new controls may make it easier for Facebook users to limit the extent to which the system shares their personal information with others, especially including other Web sites.

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Apple market capitalization tops Microsoft

By Joe Wilcox, Betanews

For weeks, pundits predicted what happened today: Apple’s value exceeded Microsoft’s. While writing post “The Windows era is over” early this afternoon, Apple’s market capitalization was 7.95 billion and Microsoft’s 8.47 billion, or just 0 million separating them. By the time I posted, at 2:56 pm, Apple’s market cap was 5.98 billion and Microsoft’s was 5.32 billion.

In the 20 minutes after, the two companies went on a roller coaster ride of sorts, with Microsoft failing to near 1 billion and Apple rising above 8 billion.

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The Windows era is over

By Joe Wilcox, Betanews

About five years ago, when blogging as an analyst, I asserted that computing and informational relevance had started shifting from the Windows desktop to cloud services delivered anytime, anywhere and on anything. The day of Windows’ reckoning is come: 2010 will mark dramatic shifts away from Microsoft’s monopoly to something else. Change is inevitable, and like IBM in the 1980s, Microsoft can’t hold back its destiny during this decade. The Windows era is over.

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After two high-profile Microsoft exits, is WP7 a device or a platform?

By Scott M. Fulton, III, Betanews

Robbie BachWhen a massive Microsoft corporate reorganization on September 20, 2005 vaulted Robbie Bach into the role of President of the Entertainment & Devices division, the explanation at the time was to enable the company to focus on devices where the goal was to promote devices, and on platforms where the goal was to promote devices. Xbox was a device, whatever MP3 player the company would decide to produce was a device, and obviously cell phones are devices should Microsoft ever choose to enter that business in earnest.

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