Thursday, May 20, 2010

Is Microsoft still relevant?

The latest dust-up in the cyber-world has been between Apple and Google, with Adobe playing the role of football. Apple has all but kicked Adobe to the curb, refusing to accept Flash on the iPhone/iPod/iPad platform. Google has recently made noise about accepting Flash on the Droid platform.

Microsoft is nowhere in this debate  While Microsoft has announced Windows Phone 7, they have avoided the flash debate. Possibly because they are pushing their Silverlight tech and not Flash. (I've seen Silverlight, and am impressed with the idea, but scared at the frequency of major updates.)

By remaining silent, Microsoft cedes ground to Google. (Apple loses to Google in my opinion.)

The fastest expanding market is for Droid phones. Apple iPhone/iPod/iPad tech follows in second. Microsoft is a distant third (if they are third -- Symbian may have that slot) and accounts for a very small slice of the market.

For phone apps, Apple has the existing market, and Google has the expanding market. Microsoft has... a nice tool (Silverlight) with a weakly-accepted OS (WinPhone 7) and a questionable name ("Zune").

In this market, I would invest in Apple and Google. I don't know which will win the handset battle, but I am confident it will be one of the two.

Microsoft can go back to working on new releases of SQL Server and MS Office. Not that anyone will notice.


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