Tuesday, October 23, 2012

The State of the PC and Why Market Share is Falling to Mobile and Cloud

Another barrage of tablets are being released. More competition and a greater selection to choose from. Should I get a 7' a 9" or a 10".  Apple, Android or Microsoft's new Windows 8 Surface.

I have been in the business for over 20 years and I haven't seen this much development and product release since the start of the PC revolution.

Mobile is king ! Cloud is hot ! Right here and now.

Hers what I see. A large portion of the consumer market will be tablets. There will be users who need a PC at home whether Apple which is very pricey, Google with their new $249 ChromeBook or Windows 8 PC's which look good and are priced to move. More laptops will include touch -screens due to Microsoft's new O/S. But the tablets are not even a second thought for home use. Inexpensive, light, instant-on. Again I see users bouncing around from PC to tablet to do on them what works best for the moment.

Basic PC and laptop prices are bieng pressured by tablets. Business will still purchase PC's for productivity workers, but the bigger picture here is more devices in peoples hands to stay connected and on the Internet. There for more services, advertising, stored data, data centers. Mobile is exploding exponentially and taking everything with it.

Blackberry is out, Microsoft woke up late, but seems to be coming on strong. Google and Facebook are trying to monetize for mobile. Notice the handsets getting bigger and bigger. Easier ad viewing. Apple controls the desktop/screen of all their IOS users. Icloud is a work in progress along with Maps and Siri. Forstall is out, Sinofsky is out. No time to waist here. Not when your share price was $705 and now $547. VC's are heavily investing in mobile app start-ups like the 90's dot.com era.

Microsoft will need to catch up fast with their impressive surface tablet and stunning mobile phone. That shows you the seriousness of mobile to Microsoft. This similar senario played out with the internet and Netscape back in the day. Then Microsoft finally got internet religion. Anyone remember Netscape now?

Blackberry is riding all hopes on Blackberry 10. They will be a niche player only, never to regain half the market share they once had. They will sell. Nothing beats Blackberry security to this day!

There will be three major players in the mobile market: Apple, Google and Microsoft. This week will be fun to watch as the three tech giants all release tablets, phones and a new OS this week.  This development cycle is very fast paced and fun to watch. Keep a score card on who wins the litigation game.

If you have a tech shop, you should be selling cloud services, gaining as much market share as you can. You can tap markets that were off limits to you before. You can provision a server in minutes. Cloud storage, Cloud VoIP, Could hosted apps, Your own hosting cloud. Your customers can automatically provision through your web site. Tap a mobile billing site.You are their trusted advisor. They just want to do business, easy and fast. You're there to serve.

Mobile and Cloud - The Future is here.

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