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winning against Linux in FY 03 ..

FY 03 IMPERATIVES

  • win Against Linux ..
  • Winning against Linux: governement, education, enterprise, embedded
  • SRPJF: OEMs hiding our innovations; Work to deliver, & comply
  • Emerging markets plan - Linux, other OSs, and piracy: ideas welcome
  • Piracy: How to make progress (and yet balance with Linux)

comes v Microsoft http://iowa.gotthefacts.org/011607/7000/PX07378.pdf









Microsoft: Linux is good for business

From: Peter Houston Sent: Thursday, November 07, 2002 10:09 AM To: Kevin Johnson Subject: RE: Please review RE Linux Compete

I can have the MSFT name removed from the report. I remain concerned that it will get out that we sponsered so I don't know how much advantage we wil lget out of removing the name.

..

IS there an equivalent report from Gartner on TCO of win vs Linux?

[Peter Houston] No, We have been unable to get any major firm (then IDC) to do a study ..

..

Linux is good for business, you know. IDC, In contrast seems to relish the thought of defending their study publically.


comes v microsoft http://iowa.gotthefacts.org/011607/9000/PX09695.pdf







strategic threat of Linux in enterprise space ..

Strategic Threat

From: Gary Schare Sent: Fridasy, January 18, 2002 5:45 PM To: Bob Muglia; Chris Phillips Cc: Bret O'Rourke; Joe Powell; Troy Batterberry; Rob Green Subject: eCDNs and storage

If Microsoft does not address the enterprise needs for content delivery networks, it will:

  • See large scale deployment of Linux-based caching appliances and

servers that will also pull through or attach to Linux/Solaris-based content management, storage and Oracle database solutions.

  • Risk losing our 69% Windows Media usage share in the enterprise to

MPEG-4 CDN product vendors who now pay a royalty to Microsoft to license the Windows Media protocol on non-Windows platforms (our only revenue in the value chain.)

  • Leave a significant portion of the eCDN value chain to other software

vendors. Even if all eCDN vendors move to Windows today, it is the management/distribution application layer that commands the premium in the overall cost solution. Microsoft is not on a path to participate in the portion of the value chain ..


comes v Microsoft http://iowa.gotthefacts.org/011607/7000/PX07062.pdf





clearly the format is dragging the OS in ..

From: Alex Limberis

I want to paint a clear picture for us. If we really do add value by holding on for MS OS's then we shouldn't sell ourselves short.

..

  • Customer visit evidence that 50% plus is linux

..

From: Amir Majidimehr Sent: Saturday, October 27, 2001 3:34 PM To: Alex Limberis; Will Poole; Kurt Buecheler Subject: RE: STB ms data

In Korea, clearly the format is dragging the OS in. But elsewhere we are having nothing close to 90% (or even 50%) marketshare, the OS is selected first.

..

.. Wen we asked for permission to take our format everywhere 2.5 years ago, no one blinked. Jimall himself said it was just fine to go on embedded Linux. Of course this was at a time when people thought we brought no compelling value.

Now contrast this with the situation in Korea where WTM has a 90% share .. You better not say anything about supporting Linux or the ESG guys escort you out to the airport.

So the story at both extremes is very clear. When we have no value, we could be everywhere. And where we have ultimate value, then we must be on our own platform. The question is, when do you make the switch?

..

[Alex Limbaris] In the case of audio we were not facing a "thick" os. The CE team never felt threatened by the OS as it were running on a RO. They are threatened by the OS running on a Moto, Replay TV, TiVo etc. that could support our format. This is our internal challenge.

..

If WMT is the Holy grail, then I'd hate to take it away from them .. He expressed sentiments seems to be the blocker for us moving forward and not the Linux GPL issue. I don't know what other argument to make other than we must have 100% of the nodes available to us to be a successful format ..


comes v Microsoft http://iowa.gotthefacts.org/011607/7000/PX07010.pdf

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