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Showing posts from July, 2012

Microsoft Troubles XVII: Vanity Fair on what "Felled a Tech Giant"

The mainstream media has released an major investigative report on Microsoft. The link is "a teaser", not the full article. Microsoft’s Downfall: Inside the Executive E-mails and Cannibalistic Culture That Felled a Tech Giant by Vanity Fair 12:00 AM, JULY 3 2012 Analyzing one of American corporate history’s greatest mysteries—the lost decade of Microsoft—two-time George Polk Award winner (and V.F.’s newest contributing editor) Kurt Eichenwald traces the “astonishingly foolish management decisions” at the company that “could serve as a business-school case study on the pitfalls of success.”  [italics added]  Relying on dozens of interviews and internal corporate records—including e-mails between executives at the company’s highest ranks—Eichenwald offers an unprecedented view of life inside Microsoft during the reign of its current chief executive, Steve Ballmer, in the August issue.   Today, a single Apple product—the iPhone—generates more revenue than all of Microso...

IPV6: Adoption driven by smartphones?

Horace Dediu of asymco charts commodity computing up-take (as yearly sales) since 1975 in  " The evolution of the computing value chain ". It includes personal computers, smartphones and more. Current PC (desktop+laptop) and Android sales are about equal at 350MM/year, with iPhones ~150MM/year and iPads closing in on 100MM/year: or near 1Bn new personal compute devices per year. With current growth rates, how soon will we saturate the IPV4 address space? There are two questions in there: How many IPV4 addresses are left? Where? Each region has its own challenges. How fast is the demand for Internet addresses growing? New Sales are not the whole story: replacements account for most sales in mature markets. The active PC fleet is now somewhat static. When the smartphone and tablet markets mature, Sales will still hold up with replacements catering for the 2-5 year product life. The 32-bit IPV4 address space can assign no more than 4Bn unique identities. My guesstimate of realis...