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September 25, 2005

Buzz ball in Microsoft's court

In the “Apple vs Microsoft” camp of computing, it’s pretty hard to deny that the power of buzz has been on Apple’s side for at least a year and a half. As Microsoft stumbled - shutting down their engineering to focus on security (and still having some serious issues right after), “rebooting” their Longhorn (now Vista) development plans - Apple was getting all the good media buzz. Halo effect from the rampant success of iPod/iTunes, the Mac mini, Mac OS X 10.4, and several highly-visible “Web 2.0” personalities making the Mac their personal computing choice.

Well, the pendulum is swinging again.

Yes, the iPod nano is sweet. But the iTunes Phone was a non-starter. The record companies are, in their greed, ready to hamstring ITMS. There’s no new Mac OS X version coming down the pipeline for a bit, and it’ll be hard for Apple to excite people with new hardware until they truly get their Intel transition underway (the rumored dual-core Power Macs will still be G5s). The news isn’t bad - there just isn’t much at the moment.

In Redmond, however, Microsoft looks to be ready to blow out its constipated pipeline. Xbox 360, IE7, Vista, Office, Sharepoint v3, SQL Server, Longhorn Server - all this and more should be shipping over the next 24 months. Microsoft, for better or worse, looks to be embracing (and expanding) some of the technologies and practices they’ve been lambasted for ignoring (RSS, anyone? Blogs? Hi, Scoble!)

What does this mean? Lots of press about a resurgent Microsoft in the near future, with concomitant articles about an Apple being “under attack” (by MS on one side, and the labels on the other). People who switched from Windows to Mac OS X during the Tiger buzz will start to blog about having second thoughts or even switching back as they see news about the bright-and-shiny from MS (this is already starting). Microsoft diehards will let loose their I Told You So posts. Apple diehards will fall back into almost predictable zealot stance (shaolin monkey school).

That is, unless Microsoft fails to follow through on the proto-buzz they managed to generate in the past month (hitting a current high after PDC and the company meeting), or if Apple pulls something Big out of the bag at MacWorld in January (or at WWDC in July). Those are possibilities, sure.

But for now… I’m putting my money on a “resurgent Microsoft” theme starting in the tech media, and staying with us for a while.

Postscript: All I’m talking about it buzz here, kids. IE7? Summer 2006. Vista? Late 2006. First Apple Intel machines? June 2006. Office 12? Early 2007. We can judge the products when they ship.

Posted by jim at September 25, 2005 10:41 AM

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