Microsoft’s Mobile Strategy is Correct

You can debate the specifics, but Microsoft's mobile strategy is a sound one

With Windows 8 off to an allegedly “awkward” start, some tech industry bloggers are starting to write Microsoft’s obituary, which requires actively forgetting how diverse this company really is. But rather than focus on the broader company, I’d like to hone in on one area that I think doesn’t get enough attention: Microsoft mobile strategy actually makes sense.

That strategy is: Bring the 1.3 billion Windows users forward to a completely new mobile platform, which is still called Windows, by combining the legacy past (desktop) with the mobile future (Metro), and do so while keeping an eye on what Microsoft calls the next billion customers.

Now, we can argue with the specifics of the strategy. Some still pine for the Start button for some reason, while others more sensibly debate whether the comingling of Metro and desktop—which genuinely is awkward—was handled properly. I don’t care about that stuff. The strategy is sound.

To understand why, let’s look at what Microsoft’s critics are saying about it.

The Mac Observer’s John Martellaro is promoting Warner Crocker’s viewpoint that Microsoft’s marketing is “clueless” for promoting compatibility with USB ports and legacy x86 applications because “the mobile computing world is moving (has moved) far beyond that kind of thinking. We’re not talking horse and buggy vs. automobiles just yet, but we’re damned close.” So, Windows is horse and buggy (worse than the “truck” in Steve Jobs’ explanation of the iPad) whereas truly mobile devices like the iPad and iPhone are automobiles. Windows is old fashioned in other words.

“The problem is … that Windows 8 has to do double duty as a desktop and mobile OS in order to preserve both the Windows legacy and MS Office,” Martello concludes. “Cough. Horse and buggy indeed.”

Indeed.

See, the reason this strategy actually makes sense is that Microsoft does have a Windows and Office legacy, a legacy that has a combined user base of well over a billion people. That it was able to bring those people forward and create a new mobile platform in the same OS is arguably one of Microsoft’s technical greatest achievements, akin to Apple’s port of Mac OS X to Intel. And when Microsoft moves from Metro + desktop to just Metro in the future, let’s all remember that the reason that even could happen is that “Microsoft marketing” focused on USB ports and x86 desktop applications first. You know, the stuff actual customers actually care about.

Let’s not forget that Apple didn’t start over from scratch with the iPad, either, folks. It took its iPhone “legacy” in a new direction and created a system based on what was popular for that company. It did basically the same thing Microsoft did: What made the most sense given its past and its user base.

And by the way, Apple doesn’t exactly do a great job of starting over when it does have to bring forward about a billion users to something new either. After foisting about 10 absolutely horrible iTunes upgrades on Windows and Mac users over the past decade, Apple finally (and belatedly) shipped iTunes 11 this week. This release is the first version of iTunes that isn’t a “horse and buggy” and is instead the PC version of a mobile app: It’s simple, easy to use, and stripped of non-essentials. So while you’re patting yourself on the back for Microsoft’s supposed missteps and for Apple’s supposed victories, let’s please remember how long that latter company got iTunes wrong too.

There is a lot of hand-wringing going on these days in the Microsoft camp. Most of it is unnecessary. And none of the problems are unfixable.

Discuss this Article 61

pipsqueek
on Dec 2, 2012

Back in the good old days they had real tera-watt mainframes to write reports, pivot tables, doing civil engineering etc. My sister in 1968 was a keypunch operator punching out cards for the "computers" at the university. Then 25 years later we get 286 computers doing the same thing. Now we are on the cusp of tablets doing the same thing.

WaltC
on Dec 2, 2012

[quote]That strategy is: Bring the 1.3 billion Windows users forward to a completely new mobile platform, which is still called Windows, by combining the legacy past (desktop) with the mobile future (Metro), and do so while keeping an eye on what Microsoft calls the next billion customers.[/quote]

Try as I might, I cannot fathom the notion that the desktop is a "legacy" device...;) Have people given up homes and/or offices? Does everyone have to drag a portable computer with him wherever he goes? (I certainly don't.)

The concept of "mobile" is not new. I cannot see desktops becoming "legacy" until people stop living in homes, stop working in offices, and stop buying TVs and a whole host of appliances which will never go portable, never go mobile, because such characteristics are not required for them to function optimally. Mobile is a choice--not a necessity, and to say that a desktop is "legacy" seems especially ludicrous when we note that most SOA equipment occupies the expansion slots & motherboards in desktops--but not tablets or laptops. Tablets and laptops must worship at the altar of battery life, and this overwhelming consideration dictates everything about their designs and hardware. As such, they are limited in ways that desktops are not.

Indeed, desktops are much better buys, too, in practically every respect, and are far more user-friendly in terms of expansion and serviceability.

Desktops surely are not "legacy" in any sense that I can see...;) While I would certainly consider buying mobile devices to complement my desktop(s), no way would I ever consider buying a mobile device to replace my desktop. It can't. It's as simple as that.

InlineV
on Dec 2, 2012

In April of this year, I went to a Windows 8 Ranger event in Redmond. As a Microsoft partner, it is a unique opportunity but frankly, I wasn't that excited about Windows 8. I've been working with clients to upgrade them to Windows 7 since it went to RTM.

Considering what I see on a regular basis, the idea of moving to yet another platform was exhausting. It isn't uncommon for me to run into IE7 compatibility issues or give someone the bad news that Oracle 9i isn't going to run on Windows 7 short of using a local hypervisor for XP virtualization like MED-V.

XP entrenchment in the enterprise is far more than what most people realize. Android and iOS wouldn't even be viable in the enterprise if it were not for Microsoft. For that matter, BYOD might not even exist if it were not for the Exchange ActiveSync connector API. Trust me when I say that you are not going to run most critical business systems on anything short of Windows. I find the idea of a post PC era to be somewhat laughable. I also work with national cellular service providers as well. You would think those would be riddled with iPads and Android tablets, right?

If they did, they wouldn't be able to run their business and that isn't just because of Microsoft Office. They couldn't manage their cellular network or Android service releases without Windows. Just getting that stuff to run on Windows 7 is a challenge.

Lets take stock for a moment and you tell me who the power player is. What has Google learned about Internet services after the initial release of Google Apps and Chrome OS? They have learned that they don't know as much as they thought they did. Every time I hear about an enterprise moving over to Google Apps for mail and productivity, I see a future Office 365 customer.

What did Apple learn after their first attempt at cloud services for iPhone? They don't know as much about Internet Services and data center management as they thought they did.

So what did they do? They used Microsoft's Azure through a combination of Microsoft data centers and Amazon Web Services to host iCloud. That's right, iCloud is running on Server 2008 R2 if it isn't on Server 2012 already. Naturally, Apple insisted on an NDA that prohibits Microsoft from sharing this information.

With that said, I know enough to say that I know very little about what it takes for Microsoft to bring a product to market. But I can say that the sheer scale and depth of consumer and enterprise product integration is astonishing and far beyond what anyone else can do. Windows 8 is just part of the story.

That week in Redmond taught me more than I expected.

InlineV
on Dec 2, 2012

Windows 8 is a complete solution in ways that neither Apple or Google have the depth to achieve. Someone in this myriad of comments said something about how Microsoft put a firewall between the Modern UI and the desktop. Actually, they did something much more significant. They redeveloped App-V so they they could use it for all modern UI applications. In Windows 8, it is known as App-X. And it brings a whole new standard to the mobile platform market for application isolation and security. It also translates into effortless install / uninstall without hacking up the OS file system. Last I heard, this is on Apple's wish list but they don't have the depth or expertise to do it.

ken1ceo
on Dec 2, 2012

Well stated Paul. With Steven gone and well written articles like this one you'll be back in MS good graces in no time.

petermunnings
on Dec 3, 2012

Its difficult to appreciate how well it works without a surface. I have had a surface RT for a couple of weeks now and it really does make a huge amount of sense.

Windows 8 on an old PC can be a frustrating experience, although I am very used to the new way of getting around, and miss it when going back to a Windows 7 machine. But on a Surface all of that works brilliantly.

The more I use it, the more I can see why it has been done like it has and I am very excited about the future.

navarac
on Dec 3, 2012

Good article and I see where you come from. Having used all iterations of Win8 for the most part of 2012, I have finally made the decision. Sorry, that's to go back to Win7 on the main PC. The "Metro toys" are a consumer-orientated distraction from the real purpose of "production". What we need is Win7 SP2 to include File History & Storage Spaces.

Win8 Metro Apps are presently "playing" and are a time waster!

milky_cereal
on Dec 3, 2012

I've said this about MS for a while now. Although many in the tech press and casual observers will chide them for it, it really was the correct strategy for them to go with. Think about Apple for a minute. As the technology improves, what Apple will essentially be doing is gradually turning iOS in to the next generation of OS X. MS took the broader view, and in in line with their years of backwards compatibility requirements, decided to go the other way, giving you more now, rather than more later.

This hand wringing by tech press about the death of MS is also so shortsighted that it borders on insane. While it is true that Windows and Office are certainly an integral part of the company, they seem to forget, or not realize, or purposely don't divulge, take your pick, that the moves that MS has made in other areas has been monumental. With the improvements to Hyper-V, they are poised to knock VMWare out of the ring. Exchange is defacto, and SQL is near king. Office in the cloud, also a "delayed" product, has proven to be better than competitors in just about every way. And all of this talk of being late to the tablet market totally belies the fact that it's not a comeback, they've been here for years. Beyond that, the total tablet market has grown, but once infallible Apple is now down to about 50-60% of the market. Seems to me that there is a lot of opportunity there.

Paul, as you've said before, it's always been the execution that is lacking with MS. I've been to more than a few MS events, and they have these videos that they show that portray the future, and they are pretty accurate. They have the bits in place, but they often stumble on that last mile. They have now become the most integrated I've ever seen them across products. One can imagine that with the release of the next gen Xbox, combined with Windows 8 on various devices, can create a pretty interesting scenario.

nbr123
on Dec 3, 2012

Excellent article. Comparing Windows OS with iTunes might have been off but I understand what Paul is trying to say here

I think the same about Microsoft's strategy

RickyTang
on Dec 4, 2012

I think people have certain expectations over "Windows". I'm lucky that I have a MS store near by and have been able to play with a Surface. I hear people constantly ask, "But why can't I run desktop apps even though the Surface has a desktop"?

I guess I don't understand why MS had to name the OS Windows RT.

sharpsone
on Dec 4, 2012

So I decided to power up my Atom based Ativ for a ride on the internet..for a horse and buggy she's lean, fast and strong. It's nice having mobile and productivity in one device. MS understands this and if anything it irritates Apple fans because they didn't think of it fir

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