Thursday, July 17, 2014

WPC 2014 - 3rd day key note address

Yesterday (Wednesday, July 16th), there was another key note address at Microsoft World Partner Conference (WPC) 2014. This time, Satya Nadella was among those who took the stage and he delivered some of the coolest content. Here are some of my takeaways:
All these were wrapped nicely around “Cloud First, Mobile First” theme – none of these services would be possible without a cloud, and mobile is what puts them in the hands of millions and amplifies their utility.

IBM-Apple deal and its impact on Microsoft

IBM and Apple may seem to be the unlikeliest of partners at first, but the relationship truly is mutually beneficial – highlighting individual strengths (Apple – devices and ecosystem, IBM – enterprise capabilities and services) while avoiding competition (IBM is out of the device business, Apple is not particularly strong in the enterprise). This would not have been possible with IBM and Microsoft (both are competing in the enterprise market) or Apple and Microsoft (both are competing in mobile market). So, on the surface it appears to be a very important deal for the enterprise customers. It is also a deal that needs to be watched carefully as things develop (a somewhat similar arrangement between IBM and Palm did not generate much success). Read more on this subject here - Why the Apple-IBM deal matters

How does this impact Microsoft? To a degree, though I don't think the impact is going to be very profound (something I can't say about other enterprise mobility players, such as Blackberry). Microsoft just needs to be patient and persistent. I think that Microsoft is uniquely positioned for growth – with proven capabilities across both services and devices, strong enterprise presence, renewed focus on innovation, leaner operations, and more than enough capital to support its ambitions.