On Wednesday 09 March 2005 19:43, Jacqueline McNally wrote:

> Certainly, MSFT are targetting enterprise customers with a lot of
> related and tentacled products. 

This is up-market flight.  Historically, it has proven to be a 
dead-end.  

> But you do need fairly recent 
> hardware and the MS Windows OS to run the new office offering.

Market leaders under assault from disruptive technologies typically 
turn to more tightly integrated solutions, and that is the case 
here.  As Ian said, there is a much bigger market for modular 
solutions.  I could well see the future unfolding like this:  
Microsoft continues to do well in its traditional base.  However, 
companies like Novell in South Africa, HP in Asia, and Linspire in 
Venezuela (and elsewhere in Latin America) experience significant 
growth from FLOSS sales on the desktop.  Their growth goes ignored 
by the mainstream press in Europe and certainly in North America, 
just like the press is ignoring the growth of Linux on cell phones 
in Asia.  

Then, like Christensen says here, the day of convergence arrives.  
Cell phones have become portable computers.  vMail (voice messages) 
have replace text email in Asia and parts of Europe.  vMail 
provides solutions to Latin Americans and Africans, who were never 
locked into the desktop to begin with.  Just like Deutsche Telecom 
is doing with t-Mobile, North America will experience an invasion 
of providers from Asia.  Latinos visiting or immigrating to North 
America will bring their solutions.  MP3 / Ogg Vorbis players will 
be broadcasting playlists to consumers' car and home stereos, 
because people will insist on having their playlists with them at 
all times.  

In North America, people will get tired of formula reality shows, 
and will be tuning into the Internet for videos created by other 
users.  Teenagers will start it, of course, by sharing small videos 
of themselves doing silly things.  Gradually, the videos will get 
larger and larger.  MTV will pick up on those videos, and 
incorporate them into their content.  MTV will also have begun 
aggregating the best video blogs out there, and some will like the 
Creative Commons or Magnatunes or Michael Robertson will have 
started a massive video blog aggregator for a weekly program 
available on demand called "Funniest Home Video blogs".  Famously, 
it will feature videos from all over the planet, in various 
languages.  None of this will require Windows Media Player.  

Meanwhile, more and more movie theaters will get sick and tired of 
paying Hollywood 80% of their box office take plus a slice of their 
popcorn sales.  They will start running non-stop videos in part of 
their cinemas where they invite teens to come in and hang out and 
have parties.  The other parts of their cinemas will show a few 
blockbusters, but other parts of their cinemas will show "the best 
of" videos on a weekly basis.  Microsoft and Disney will watch 
their market shares erode.

Then, the Creative Commons, ccMixter, and / or Magnatunes will get a 
major hit.  Just like kids today remix albums to be DJs, then they 
will have their images broadcast super large on one screen as they 
instantly remix images of the crowd with images of video 
submissions brought in by members of the crowd, just like today 
people bring in their iPods to have the DJ play selections from the 
crowd's iPods.  The big hit will originate from a scene like that.  
None of this will require proprietary formats.  

A few companies will still be using Microsoft Office for moving 
documents back and forth within the company, in circumstances where 
perfect control and tracing of documents is essential.  But all of 
those kids will be using Linspire or Xandros or Novell or someother 
service that lets them download OOo AND music AND videos AND beam 
it around their homes and to their cell phones.  (Linspire's MP3 
Beamer can already do this with music).  

Much of this scenario is already in motion, with Novell and HP doing 
deals in Africa; Linspire doing deals in Venezuela and Mexico; IBM 
doing deals in Brazil; Sun and Monte Vista doing deals in Asia; 
Sun's deal in the Ontario (Canada) schools; Novell (SuSE) in 
Germany; Mandrakesoft making progress in France; and of course, Ian 
Lynch is converting the entire UK single handedly (snicker).  
Microsoft has warned Munich about the dangers of being an island, 
but the irony is that it is the US which has the most to worry 
about being behind.  The very poor region (state) of Extremadura, 
Spain, has 1 computer for every two kids in EVERY classroom in 
Spain.  Many schools in San Francisco have NO computers available 
for instruction during the class day.  

here is the link for the Linspire - Venezuela deal:

http://www.digitaltippingpoint.com/content/view/58/39/

Here is the link for the HP South Africa deal:

http://www.digitaltippingpoint.com/content/view/57/39/

Here is the link for the Linspire MP3 beamer device, which those of 
us who attended OOoRegiCon saw.  Click on the little picture of the 
beamer in the middle of the page:

http://www.sub300.com/

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