Microsoft vs iPhone

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Microsoft Surface – Beating Apple to the Punch?

The Microsoft Surface is exactly the type of product I was expecting to come out next from Apple.    I’ve been waiting for Apple to deploy a version of OSX as their main OS across tablets, smartphones and laptops – but it looks like Microsoft may be there first – at least for tablets.

The main strengths of the Surface is that it is a full Windows environment when on an Intel powered tablet – not a restrained mobile device OS.    They have bridged the tablet to laptop nicely with the cover-keyboard.  The device will slide easily into a consumer, government, or enterprise environment.  There are a bazillion x86 applications available.   There are also a bazillion designers who know how to program on an x86 Windows platform.

The main weaknesses are likely to be performance, cost and battery life.   But no data is available on those points yet.  Also the Windows RT OS which runs on the ARM powered tablet will be very limited in the applications it supports, i.e. no bazillion x86 applications.

The biggest losers are likely to be those hardware vendors who are selling Microsoft-based laptops as this device will certainly cannibalize that market.

My prediction is that this device will receive strong acceptance in the government and enterprise markets where it will offer a great platform for electronic documentation and mobile workers.  In those environments it will offer a much stronger value proposition then the iPad.  I don’t think it will see strong adoption in the consumer market unless the cost, performance and battery life are exceptional compared to iPad and Android tablets.

Assuming Microsoft gets the penetration in the enterprise and government environment they will be very well positioned to then push Windows 8 on smartphone mobile devices outward.

Strategically a very nice move by Microsoft.

It will be interesting to see how this plays out.

Trigence Becomes AppZero

Local start-up Trigence has quietly changed it’s name to AppZero as well as quietly ejecting the last founder from the team.   Trigence had a great product but has not appeared to make any significant sales or progress since CEO Chuck Colford departed.  Unfortunately Trigence/AppZero’s new direction does not appear very compelling in an already crowded virtualization market that is dominated by VMWare, XEN and soon Microsoft.

The main industry news on Trigence appears to be on the ongoing churn in senior leadership.

Trigence’s new logo and name are both very close to NetZero (I did a double-take myself since NetZero is a well-known brand), so it won’t be surprising if they end up having to change their name –

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