Microsoft seems to be paying a lot to buy LinkedIn if you just look at the “P&L” side of the deal.
But if you examine the long term MSFT strategy of making Office 365 thepervasive business and social platform for documents, presentations and spreadsheets, then it makes the deal worth the investment cost.
As we start to see the uptake in 4K video content, suppliers of CPUs, NIC (Network Interface Cards), networks (LAN, WLAN, Wi-Fi) and storage technologies will all be struggling to “step up to the plate” in meeting the challenges of this disruptive Video format. Also IAAS platform providers will face huge challenges to configure cloud components that can be rapidly provisioned for 4K content or Video Streaming. Even the security industry will be affected regarding the video surveillance infrastructure (see this Video Security Magazine article).
This is a Technologies Strategic Directions “Sleeping Inflection Point” for multiple industries, manufacturers, eworkers and information consumers.
Ultra-high definition (UHD) resolution is 3840×2160 Pixels now used in displays and broadcast., This does not equal 4K (4096×2160 Pixels) used in digital cinema. People tend to used them interchangeably but there is a significant difference in impact on the networking bandwidth required to service consumption of 4K.
We all are aware from a display technology perspective that TVs are now offering this content. However, how about other network and computer infrastructure components? When will they be able to handle the disruptive impact of 4K?
I’ve been digesting and expanding on an interesting white paper authored by the Microsoft Azure Incubation team titled: Building the Internet of Things– Early learnings from architecting solutions focused on predictive maintenance. I agree with the premise tha ubiquity in connection technology will be the key enabler and that predictive maintenance will probably be required to instantiate a true global ubiquitous connection state. Recently MS is changing their terminology from Internet of Things to Internet of Everything (IoE). Here I use them interchangeably A key technical enabler of the Internet of Things (IoT) is ubiquitous connectivity. A week or so ago I blogged about a new technology called Active Steering(TM) which should be the winner in patented connectivity hardware/Software/Firmware for antenna products.
Just imagine that the antenna on your device was constantly sampling the wireless signals around your location and finding the strongest source and directing the focus of the antenna to that source. That is what an Active Steering antenna does on your phone, tablet or PC. By using this technique the system is also performing predictive maintenance on the connectivity configuration for your specific device and location. Let’s first look at the Open Systems Interconnection (OSI) model. Even though the Internet model uses a simplified abstraction, the models in the previous figure and the associated well-known logical protocols are comparable. Application-layer protocols are not concerned with the lower-level layers in the stack other than being aware of the key attributes of those layers, such as IP addresses and ports. The right side of the figure shows the logical protocol breakdown transposed over the OSI model and the TCP/IP model.
Special-purpose devices differ not only in the depth of their relationship with back-end services, but in the interaction patterns of these services when compared to information-centric devices because of their role as peripherals. They are not the origin of command-and-control gestures; instead, they typically contribute information to decisions, and receive commands as a result of decisions. The decision-maker does not interface with them locally, and the device acts as an immediate proxy; the decision-maker is remotely connected and might be a machine. We usually classify interaction patterns for special-purpose devices into the four categories indicated in the following figure.
All of these models need uninterrupted connectivity to enable the ultimate user experience that Windows 10 could offer with the addition of Active Steering Technologies at the Platform level.
As a member of the Windows Insider Program I have had a while now to install, investigate and update the Windows 10 Technical Preview. I took a 12 year old HP Windows 7 PC and upgraded it to Windows 10. All of my hardware & programs worked flawlessly. The new browser (code named “Project Spartan” ) is really a big step forward in performance and functionality. Key features are built-in natively to the browser and their major purpose is to make web-services content easier to read, share and comment on.
Other more important revelations have to do with the stated goals of Microsoft regarding their key technology – Windows. According to the new CEO Satya Nadella, “Windows 10 marks the beginning of the more personal computing era in the mobile-first, cloud-first world.Our ambition is for the 1.5 billion people who are using Windows today to fall in love with Windows 10 and for billions more to decide to make Windows home.” If you look at the new offerings superimposed on the backdrop of existing “must have” applications, Microsoft seems determined to make itself through Windows the big dog in the internet services arena. According to Terry Myerson, “We think of Windows as a Service – in fact, one could reasonably think of Windows in the next couple of years as one of the largest Internet services on the planet.”
He continued to state that, “Windows 10 is the first step to an era of more personal computing. This vision framed our work on Windows 10, where we are moving Windows from its heritage of enabling a single device – the PC – to a world that is more mobile, natural and grounded in trust. We believe your experiences should be mobile – not just your devices. Technology should be out of the way and your apps, services and content should move with you across devices, seamlessly and easily. In our connected and transparent world, we know that people care deeply about privacy – and so do we. That’s why everything we do puts you in control – because you are our customer, not our product. We also believe that interacting with technology should be as natural as interacting with people – using voice, pen, gestures and even gaze for the right interaction, in the right way, at the right time. These concepts led our development and you saw them come to life today. “
My firm has been engaged by one of the world’s largest small appliance manufacturing PRC-based companies to architect and implement a cloud/mobile/appliance IoT offering. This new small wine appliance will be launched in Q4 of 2014.
In fact this is an exciting project where WilQuest is Partnering with Microsoft, interKnowlogy, Tridea Partners and others to create a “Cloud of Things” CoT infrastructre where a global software/hardware engineering team is developing products on Azure,Windows 8, Android, iPhone, iPad, Intel and ARM platforms to create a seamless web srevices orchestration of devices and applications that each perform a segment of a task that the end user request via gesture/mouse/keyboard action.
This is a very interesting slide deck on Internet Trends. Specifically when you dissect digital media into audio, photo, video and audio you see we are just at the beginning of a huge growth in demand for Cloud Services to support our digital lifestyle. When you combine what we want digitally with how we use it and socialize using it, the volume of digital content will grow at an unbelievable rate through 2035. internettrends052913final-130529094939-phpapp02
The dramatic growth in smartphone, tablet and vertical market portable devices e.g., medical instrumentation is starting to drive major change at big tech companies. If you watch product offerings and new positioning of Google, Microsoft, and Apple, you’ll see that significant investments are geared toward the mobile consumer and mobile information worker. These products require new device technologies such as flexible silicon and Thin flexible substrates for interconnect technology.
A good example of this is the lighting fast reorganization of Intel after Brian Krzanich’s installation as CEO. Under Otellini’s tenure Intel missed a huge opportunity to become the chip supplier to Apple for iPhones even though the traditional conservative “number crunching/data driven” advice given to Paul Otellini went against his gut, Intel passed on the opportunity. Their analysis misjudged the potential volume by a factor of 100 and over estimated the costs of manufacturing. Basically the conservative mindset of “group think” there projected the iPhone as a losing business proposition. See here The new CEO has immediately reorganized the global enterprise to make it more agile and created a New devices Group reporting directly to him. See here
Hopefully this will open Intel up to address new markets and new types of Si architecture along with manufacturing processes. Also the industry will hopefully follow Intel’s lead and innovate even more in this hot technology domain When you look at flexible silicon and thin film technologies, the future is clear. New companies will grow to tech giants that embrace this technology and benefit from lessons learned from the old tech giants.
The information age has brought about the rise of a new type of technology company. These are companies where the products or services they produce/provide are intrinsically connected to the IT infrastructure required to sustain the enterprise’s day to day operations. Unlike a food processor where the consumer product is supported by technology but disconnected once it is consumed. In these enterprises, the consumer buys a product/service that links them back into the enterprise’s IT infrastructure and the company monetizes this connection in order to perpetuate business and seduce the consumer down the path to purchasing more and more offerings to leverage the established link.
Even giants like Microsoft are going this way by eliminating free Hotmailand replacing it with free online Outlookand SkyDrivespace in the cloud. Companies who identify their current reliance on IT as a part of their business value proposition will be able to take advantage of this fact to create strategic inflection points. They will use adjunct offerings that take the enterprise to a new level of revenue and profitability. “Quick” tactical offerings with IT infrastructure “come-along” benefits will seed the prime rose path leading the consumer to partake in future offerings built upon a baseline infrastructure. Emergence of these new Technology Giants will be driven by executive leadership recognizing that IT isn’t just a necessary evil but rather an important platform allowing the launch of never before revenue models and opportunities.