Wednesday, May 10, 2006

Microsoft's New Brain; May 10, 2006

I have recently read about "Microsoft's New Brain" article on Fortune Magazine, and found very interesting development going on at the tech powerhouse. Among the significant changes going on are increasingly more powerful role of Ray Ozzie.

...Ozzie's assignment is to Webify everything: To intertwine Microsoft's entire product line - software for consumers, software for businesses, Xboxes, all of it - with the vast and ever-growing power of the Net....


..."Everything we do should have a presence on the Web," Ozzie says....

Ray Ozzie commands excessive respect from Microsoft people.

...Ballmer says that he always knew Ozzie would fit in, and that he had wanted to hire him for 23 years....


...Adds Gates: "For over a decade we've said that if we had one wish of somebody we could hire...we'd want to hire Ray."...


...Ozzie commanded unquestioning respect on technical matters from the day he walked in, which is unheard of in Microsoft's competitive culture....


..."With Ray, it was like he had always been part of us," says an executive....

..."Ray really starts with the customer," says Windows and MSN boss Kevin Johnson. "He looks at things 'outside in,' as he says, not technology-out."...


...Many executives now concede that Microsoft tended to take the opposite approach - focusing first on the technical possibilities and only later on what customers really wanted....

Another interesting evolution of Microsoft is the building of server farms.

....Microsoft is planning to use its server farms to offer anyone huge amounts of online storage of digital data. It even has a name for that future service: Live Drive. With Live Drive, all your information - movies, music, tax information, a high-definition videoconference you had with your grandmother, whatever - could be accessible from anywhere, on any device.....

.....Microsoft farms are 1,400,000 square feet of data centers, equivalent to 10 Costcos......

Please read: Microsoft; MSFT, A Good Investment? April 29, 2006

Please read: Microsoft, Where are your "Moat"? May 8, 2006

Happy investing,

Dah Hui Lau (David)

dahhuilaudavid@gmail.com

To visit my archive: http://dahhuilaudavid.blogspot.com/2005/11/archive-of-dah-hui-laus-blog.html

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