What is Microsoft and Google's battle for Yahoo really about?

Some may wonder why the battle for Yahoo is rolling on and on... Yahoo's shareprice has rollercoasted from sub $20 in late January to about $30 on Valentine's day and then gradually withered as Mircosoft talks collapse and then risen again with rejuvinated talks. It just runs and runs. The reasoning behind the acquisition, we're told, is related to advertising synergies. However, is that the real game here? Sure, advertising technology synergies would justify the wholesome premium over the market capitalisation, but is there more going on?

I think so. I believe that this is about positioning for the next stage of the web. Web 2.0 has seen the enabling of user-generated content and the driving of our apps to the web. The next stage is shaping up as what is being called "The Cloud". Nothing less than a battle over where our bits are processed and stored is unfolding and Yahoo, Microsoft and Google are the major protagonists. This is an order of magnitude more valuable than an advertising play. This will be a bigger phenomenon than e-commerce.

All three companies are sat on immense infrastructure investments. According to Debra Chrapaty, Corporate Vice President of Global Foundation Services at Microsoft, their Live service is adding no less than 10,000 servers per month to its datacentre infrastructure. Microsoft is building datacentres hand over fist (6 at my last count) and if the Illinois one is any measure of the rest of them, then they are a $500m capital expenditure each. That is the kind of money it takes to carve out a significant portion of "The Cloud" market... and to do it without hesitation or shouting about it. Yahoo would at the least be a shortcut to a good chunk of that sort of infrastructure, not to mention a userbase of first movers already dabbling with data storage on The Cloud with the trusted consumer brand.

I think this is one huge game of poker to see who blinks first. Microsoft doesn't want to cite this huge latent value in Yahoo, otherwise they'll hardly get themselves a bargain. Yahoo directors are trying to force Microsoft's hand and bring this objective into the open to justify their steadfastness.

Google watches from the sidelines. Happy to push up the price Microsoft pays. Safe in the knowledge that it is less in need of such a consumer trusted brand- it has one already. Happy to pick over any remnants from the fall out.

Watch this space.

How Tech Savvy are You? Vista Wizard or Vista Wotnot?

When impressing upon people how tech savvy you are, don't sum up your cutting edge knowledge in terms of what you read about the launch of Vista this morning in "Metro" (the free London paper). We want to hear about how it compares with the Mac OS roadmap, whether the pricing model is too complicated and how it reflects the Windows Presentation Foundation- not that it "is apparently better than XP". $200 billion says it is better than XP!

Sometimes, you meet people like that and wonder why they are in IT.

Tags: technology, information technology, IT, Microsoft, Windows, Vista, career, jobs

Is Second Life the new Sharepoint?

With much talk over the last 5 years about collaborative technologies there has been a huge investment in portal platforms- from Microsoft's Sharepoint to Oracle's Collaborative Suite. These platforms essentially extend existing comms user interfaces into the browser, but are they about to be usurped by a game? Virtual worlds designed for entertainment are being turned to by corporates and institutions looking for a richer immersive collaborative experience. The most hailed is Second Life, from Linden Labs, which according to Forbes (and reported on FutureHIT), is used by about 40 companies- mostly for a savvy marketing prescence. Some, such as IBM are reported by Chris Edwards of the IET magazine to have 'secret islands' to try out concepts. Starwood Hotels built a concept hotel so they could gauge the feedback of virtual guests. Campus: Second Life is even structuring learning facilities for use by real life institutions with profiles for their students.

Will this become the norm around corporate offices? Induction Courses the world over will have to add the agenda item "Build Avatar".

Tags: technology, Internet, virtual worlds, Second Life, collaborative technology, Linden Labs, Microsoft, Sharepoint, Oracle, Collaboration Suite, avatar, Campus:Second Life

IE7... no, Firefox 2.0. No IE7... or maybe Firefox?

I've mentioned before how I'm broadly very pleased with IE7 to the point where it has retaken the mantle of "Preferred Web Browser, Autumn 2006" from Firefox2.0. I've not mentioned that this was largely on the strength of the "Feeds" feature.

I was interested to read in the Jan 2007 edition of PC Pro that they prefer Firefox2.0 so maybe I'm wrong? They clearly are paid to review products. I just fit this around a busy day job. What would I know?

Not only do they prefer Firefox2.0, but it is on the strength of the feed features! I looked into this a little further and they basically find my source of irritation with Firefox an improvement- that is the drawing of summaries into a live bookmark. The thing is, I was thinking that it's 'neat' for Firefox to have the feeds running off the favourites menu navigation, but I find it an irritation to keep returning there to flick through sources when IE7 can have the feeds pegged to the left hand pane. HOWEVER, being forced to reappraise my assessment and I can now see that you can do the same with Firefox2.0 from the View menu.

So, after all that, the debate is wide open again at ClickTowers. IE7 and Firefox2.0 are neck and neck, until I look into it again...

Tags: technology, Internet, Internet Explorer, IE7, Firefox 2.0, information technology, Mozilla, Atom, Microsoft, browser, RSS, feeds, live bookmarks

Internet Explorer 7 Choking on Technorati

I've been using IE7 for quite a few weeks now and it's managed to usurp Firefox 2.0 as my preferred browser for general web use. I still use Firefox but only for very specific things where it just pips Internet Explorer 7. However, IE7 does seem to have a problem with the Technorati site from time to time. It's not all the time, but at least once a day it downloads the page HTML and starts pulling down the images etc when it seems to choke on something "Internet Explorer cannot open the Internet site... Operation abandoned"

From this screenshot you can see that it might be the advertisment at the right hand side which is in Flash 9.
In terms of plugins, I only have the Google Toolbar running and I can't imagine that causing instability (the core of IE should be fairly immune to plug in vagries anyway?).

Has anyone else experienced problems?

Tags: technology, Internet, Internet Explorer, IE7, Firefox 2.0, Flash 9, Technorati, crash, Microsoft, browser

Boost for Healthcare IT from Microsoft

Thank goodness Microsoft has finally published its Connected Health Frameworks. A whole toolbox for the healthcare IT sector.

This is a welcome announcement for a sector looking for an IT shot in the arm. I was privileged to see this a few months ago and am glad it’s now in the public domain so we can talk about it. It will be extremely interesting to see how healthcare IT organisations respond to the release. Which will crawl into their shells and which will embrace?

We need to see some maturity in this market. Consumers will expect it.

Tags: technology, healthcare, health care, healthcare IT, Microsoft, Connected Health Frameworks, IT architecture, information technology

Full Page Search Engine Ads in London Daily

If ClickRich was starting to look like a "Search Engine Special", with this being the second post on the subject today, then don't be surprised if it happens one day in the real world of publishing. This is because I was amazed to see Microsoft taking out a full page advert in this morning's Metro newspaper in London. A colleague tells me that they had a 'wrapper' advert yesterday. Incredible. The search engine wars are hotting up!

Only recently a friend was remarking how amazing it is that Google is one of the world's largest companies, yet he'd never seen an ad or met anyone who works for them. That could change quickly.

Tags: technology, Internet, search engine, Google, Microsoft, Live, Microsoft Live, London, UK, Metro, newspaper, advertising, advert