Wednesday, November 09, 2005

punditspeak on microsoft, and the memos themselves

nov 9th

here's what cringely thinks. and he's pretty good.

here are the memos themselves from dave winer:


DarkStorm said...

In a link posted by San, on shortage of talent in India, there is this sentence:

Overall, Indian salaries will rise by 12.8 per cent, compared with inflation of 5.5 per cent, according to human resources consultancy Mercer, which warns that continued increases could hurt India's economic revival.

Why would this hurt India's economic revival. I am ok at basic economics, but micro/macro economics is not my forte. Can anyone explain please.

DarkStorm said...

Well, that is what Microsoft is so good at. Taking up an existing tech and improving it, adding value to it and selling it to the market.
Which is one of the reasons why I feel, Google/ajax might not be able to upstage MS. while ms will keep providing its service for free on msn, google cannot charge for it.

Even their earlier flagship MS-DOS was a version of QDOS by another guy. The current one, Windows, has many traces of the VMS OS that used to run on VAX machines by DEC.

Anyway, I now think this situation is volatile. I am much less certain of the outcome of this thing, since I have read more about zimbra, and other webservice providers, like that one link San posted, about a service based on Flash.

Now, it seems to me that the scales are somewhat balanced. Google has a lead and can upstage MS in the applications arena.

DarkStorm said...

Now, Cringely says, " .. which can be used to replace windows with a browser based architecture to supplant *at will* any and every part of the venerable operating system"... in the first paragraph of his article.

Does anyone here think this is safe. Remember, the only safe computer is the one not connected to the Net, and locked in a room, without windows (m talking about real windows, as in doors and gates ;),, aah well.. not bill gates.).

I dont think I am allowing any computer somewhere on the globe, to take control of mine, over the wire or without the wire. This can be a serious security issue again.

I am in no camp, MS, Google, Intel, AMD, etc , but I really am apprehensive about it. An Adobe pdf or word doc document takes 4-5 seconds to open on my local machine, while it takes much more than that to open a pdf or word doc document over the net. You might say that your program is local but data is remote in this case. But in the webservices model, still the data is remote for the program. The situation is reversed. now the program is remote, on a server, while my data is local.

I believe, if AJAX/Google webservices are a threat to MS, then it is a threat to every software product out there. A threat to winamp, a threat to textpad, a threat to eclipse, a threat to antivirus programs, a threat to adobe, winzip, cuteFTP, ACDSee, and many more, including Oracle and Apple perhaps.

Now, I accept the webservices model "might" upstage MS in apps area, but not OS. This is stretching imaginations too far.

Please post your opinions. I am waiting for your responses. Let me know if I am wrong somewhere, or missed out something. Thanks.

Arvind said...


Macroeconomics is a bogus "science." The only school of economics that comes close to reality is the Austrian School.

In this particular case, the claim that rising salaries will hurt Indian economy is usual nonsense dished out by economists. They have inverted the cause and effect. The economy becoming stronger leads to better quality of life (in this case indicated by better salaries).

Among economists who won the Nobel Prize for their nonsense is Amartya Sen. He won it not for anything intelligent, but because his wife is Emma Rothschild of the powerful Rothschild family.

san said...

I would say that lower Indian wage-levels compared to overseas wage-levels are part of India's cost advantage for being a displacer and grabbing market share.

Indian companies need to control costs by supporting the educational system in the country to bring more and more people into the workforce. This will alleviate supply restrictions from the labour pool, and it will spread the fruits of economic development to ever larger portions of the population, reducing political instability from disparities between haves and have-nots.

I am eagerly anticipating the arrival of longer-range wireless broadband to India, (eg. WiMax, etc), as this will greatly help to get rural India online and more engaged. Dozens of locations around the world are already rolling out WiMax:;1861967003

Why can't India? Where is BSNL in all of this??

And even as WiMax is coming out of the starting gates, newer systems are taking short-range wireless to even greater heights:

DarkStorm said...

well,, no responses to something more interesting than marxists/jehadis/christists/pseudo-seculars/progressives/liberals/etc.
technology is much more interesting, and they have the lowest responses here. any response to my previous posts. rather than the usual tech wars, i am looking for more info on these techs, their implications, and its possible effects on the market.

arvind, strangely, i think rothschilds are the rich bankers/so-called exploitative capitalists, while amartya is the poor commie jholawala. strange union. well stuff happens.

btw, is nandana sen, some chic and actress, amartya's daughter?