A World Without Microsoft

The recent announcement that the WinFS project is dead has sparked a lot of commentary. One of the more insightful pieces is Microsoft Buries Cairo, Microsoft Monitor. I can still remember receiving a briefing on Cairo while I was working in Atlanta — to hear the Microsoft evangelist tell it, the Cairo “file” system (or object system) was going to revolutionise software development. That was the whole gist of Cairo, but it never came to fruition.

Now we have the WinFS — a relational “file” system built upon Microsoft’s SQL Server technology. Or rather, we don’t. WinFS is dead.

Wilcox suggests that Microsoft’s competitors jump on the opportunity to sow Fear, Uncertainty and Doubt (a classic Microsoft tactic) regarding Microsoft’s ability to deliver on its promises. This prompted my wife to ask, “What happens if Microsoft doesn’t ship the next version of Windows?” What happens, indeed. First, I don’t think it’s actually possible that Microsoft would fail to deliver Vista. Granted, I didn’t think it would take them six years to deliver it, but I think at this point, they’ll start cutting features until they have something — anything — to ship. But it’s a very valid question: where are the competitors that should be taking advantage of this huge misstep?

Well, who are Microsoft’s competitors in the desktop operating system market? I mean really.

What about Linux?

There simply isn’t a Linux distribution that’s actually ready for the desktop. Oh, I don’t mean the distributions aren’t stable or that they don’t ship with interesting applications. But for all the effort that folks like Ubuntu put into it, there’s just no polish and consistency. Say what you want about Microsoft’s UI, but applications that follow the rules look consistent. On Linux there’s at least three major widget libraries and they all look slightly different. RedHat and Ubuntu have done a good job of making the different kits look mostly alike.

But visual consistency isn’t the big problem facing Linux. The real problem is that it doesn’t run Microsoft Office. There’s Open Office, AbiWord and several others, but none of them is Office. That really matters to companies. There’s a lot of emotional investment tied up in Microsoft Office. The CIO and IT staff probably doesn’t care what the users run on their desktops (probably) but the actual users are comfortable with Word, Excel, and Powerpoint. They don’t want to change.

So the truth is, it doesn’t matter how good Open Office or AbiWord actually is. Neither application is Microsoft Office.

What about Mac OS X?

While I’d like to think that Microsoft’s continued troubles is a great opportunity for Apple to carve a chunk out of Windows’ market share for Mac OS X, I don’t think it will. Oh, don’t get me wrong: if Apple has competent corporate sales reps, they’ll be starting to instil doubt in the minds of the CIO and IT staff who might be customers for Apple hardware. Part of the message that Apple can offer is that in addition to playing well in a Windows network, Mac OS X can run Microsoft Office. And now, with the Intel Core Duo-based Macintosh, you can run legacy Windows applications via Parallels or whatever product Apple ships with Leopard. This is a really compelling message, but it has one significant flaw: Apple isn’t really trying to sell Mac OS X, it’s trying to sell Macintosh hardware.

Now, I firmly believe that (recent) Macintosh hardware is the best money can buy, but it’s one thing for a CIO to consider deploying a new operating system across his enterprise and an entirely different thing to consider purchasing new hardware. Most organisations purchase their hardware on some sort of schedule, whether a five year depreciation-based schedule or three year functional obsolescence schedule (or one to two year for developers). So those organisations can’t roll out Mac OS X no matter how much they (presumably) want to.

Apple can crack this nut by selling their hardware running Windows XP. Imagine the following scenario:

Fearing that Microsoft is on a downward spiral, Foobar Corp agrees to replace its Dell Craptacular 3000s with clean, white iMacs running Windows XP on Intel Core Duos. Then in 2009 or 2010 when the last Dell is unceremoniously tossed on the dung heap (where they all belong), the CIO announces that the company will transition all machines from Windows XP (they never bothered with Vista AKA Windows XP Service Pack 3) to Mac OS X. Granted there will be a mild uproar, but quite probably many of the iMacs have already made the transition, and the rest will be assuaged by the presence of Microsoft Office running on OS X.

Do I really think this will happen? Maybe in a few companies. Especially in companies where the CIO personally likes Macintosh hardware better than the boring beige boxes offered by the likes of Dell, Gateway, HP and others. But it really won’t happen large scale. Why? Partly because I don’t think Steve Jobs would sell an iMac running Windows. Not an iMac that can run Windows, which he already sells. But an iMac that starts up out of the box and boots directly into Windows XP.

So who?

The answer to my wife’s question, “What happens if Microsoft doesn’t ship the next version of Windows?” is nothing happens. At the moment in the operating system market, the only competitor to Windows Vista is Windows XP. This is the same problem Microsoft faces with the upcoming version of Office: fragmentation. There will be a tremendous number of companies for whom updating to Vista just isn’t worth the effort. There just isn’t enough in Vista to make the transition attractive.

Microsoft Office also suffers from fragmentation, but the next version of Office will be sporting a radically different UI that the designers claim will dramatically improve the usability of the applications. This is both good and bad, but it is definitely bold. And there’s nothing bold about Vista.

If I were the type to take cheap shots, I might say there’s nothing new in Vista.

Comments

Alan Goodrich June 27th, 2006 @ 8:55 am

You wrote:

“But visual consistency isn’t the big problem facing Linux. The real problem is that it doesn’t run Microsoft Office. There’s Open Office, AbiWord and several others, but none of them is Office.”

Microsoft Office is becoming less and less important every day. Three words: Oh Dee Eff.

Jeff Watkins June 27th, 2006 @ 3:58 pm

Alan, I think the truth is that Microsoft will ultimately bow to the pressure and support ODF rather than risk losing the huge amount of revenue that the Public Sector represents. They’d be fools not to.

I think open formats are incredibly important, but that’s not the death knell for Microsoft that some seem to think it is.

Alan Goodrich June 28th, 2006 @ 11:49 am

Jeff, I actually agree. By “less important” I don’t mean, “completely wiped out,” I mean, “deflated to normal proportions.” With ODF, MS Office will be relegated to competing on merit alone just as things ought to be. The current state of MS Office - as a must-use, resultant of the file format lock-in - isn’t normal, isn’t as things should be, and that’s what’s headed for change because of ODF.

cbd June 29th, 2006 @ 11:48 pm

PDF was supposed to be a Microsoft-killer, wasn’t it? My hopes for ODF to affect change aren’t high—or NDF, or MDF, or LDF, or whatever letter is next. My bet is on Microsoft drownng in its own vomit.

Also, if you haven’t tried the latest release of Ubuntu, give it a whirl. It’s a quality product.

Alan Goodrich June 30th, 2006 @ 8:30 am

No, PDF wasn’t suppposed to be a Microsoft-killer. John Warnock conceived it to be the digital equivalent of paper, back in the days of the “paperless office” hype. It’s worked quite well in that regard, though paper is still around… anyhow, PDF was never conceived as an editable format, so was never supposed to be a Microsoft Office competiter either.

Look, fellow nerds, we managed to make the hard transition from being obsessed with system software and caring more about applications, and that’s great; now, why don’t we take the extra step of acknowledging the importance of file formats? It’s open file formats make it possible to jump ship from one app to another in case you aren’t pleased. For instance, you don’t have to worry about losing your painstakingly crafted, variably transparent PNG images when dropping off Photoshop for GIMP. You realize word processors, like paint programs, are just tools, and what you really make a profit from is the finished product, which in the digital world means the output file? If people buy an ODF-supporting MS Office rather than an ODF-supporting OO.o or KWord because it’s feature set is more to their needs, so much the better. The trouble is now, with the MS proprietary formats (whether binary or XML based), you don’t have a choice.

Jeff Watkins June 30th, 2006 @ 9:30 am

Bradley, I don’t know that PDF was ever supposed to surplant any of Microsoft’s file formats. I think the best thing about ODF is it has spurred organisations (corporate and governmental) to determine whether having an open file format is in their best interests. Many have decided that yes, having an open file format specification is better for their customers, staff, and citizens.

Alan, back when there were other competing office products (OpenOffice and AbiWord would like to think they are competitors to Microsoft Office, but they really aren’t), file format was a factor in considering what product to purchase. But now that there are no competing office suites, it really doesn’t matter what file format Microsoft chooses as long as everyone else using Office can read that format.

Part of the beauty of having built XML formats into Office 2003 is that by the time Office 2007 ships in March, anyone who doesn’t have a copy of Office that supports XML file formats will be running 6 year-old software. I have little or no sympathy if ancient software can’t read modern formats.

While I wouldn’t be surprised if there are organisations running Office XP and older, it also doesn’t seem an unreasonable burden imposed by Microsoft.

As far as Ubuntu goes, I have no doubt it’s a quality product. That’s what all the reports say. The problem really isn’t the Ubuntu parts as much as it is the non-Ubuntu parts. There’s only so much you can do to fix the visual consistency problems that make even the best Linux distribution feel clunky.

On the other hand, I don’t have a machine to run Ubuntu on. Nor do I really have the need. My PowerBook meets my needs for a Unix environment with the advantage that it has the sort of fit and finish I’ve come to expect from Apple.

cbd July 4th, 2006 @ 2:12 pm

I don’t mean that Adobe intended PDF to kill Microsoft, but that folks said it would, just like Lotus Notes, Google, Writely, etc.

While I’d love to see them embrace open standards like ODF (and CSS and XHTML would be great too) doesn’t it make sense for Microsoft to resist them? Supposed lack of interoperability between MS Office formats and its would-be competitors is the biggest thing keeping WIU from switching to OpenOffice. If Microsoft adopted the OASIS formats (and actually followed them) we’d seriously consider switching. We could do quite a bit of cool stuff with all the dough we send to Redmond for Office every year….

cbd July 6th, 2006 @ 1:13 pm

Well well well, ODF is on the Office menu, after all. It’ll be available as a plug-in:

Microsoft Expands Document Interoperability

I’m happy to be wrong. (And used to it.)