Microsoft (MS) has gotten too big for its britches. Over time its wildly popular series of Windows upgrades has won over much of the world. For many years they successfully operated under a business model that said If you build it, they will come. The latest upgrade presents improved features that require some customers to get over their thrifty-hump and pay to upgrade their computers to Windows 11. This business model kept sales growth high and led everyone to believe that it would go on forever. After all, founder Bill Gates is a likeable folk hero whose appeal across the business and computing worlds seemed inexhaustible. But he is a tech guy, not a finance or marketing specialist. At some point most tech companies transition from tech driven to finance driven as they are taken over by the finance guys.
Numerous examples exist where a tech company goes from engineering focused to finance focused. Boeing is a recent example of an aerospace engineering culture transitioning to overriding concern for shareholder value in the form of quarterly stock prices. In the unceasing desire of the C-Suite to improve profits by cost cutting, Boeing apparently drifted a bit to far into the MBA’s fever dream of operating a finance engine. The 737 Max fiasco and their botching of the Artemis program is widely regarded as being due to drift of the company culture. Luckily, nobody has been killed in the Artemis program due to Boeing engineering failures … yet.
Another example of this is what Jack Welch did to General Electric Company (GE). His transformation of GE includes implementing a cut-throat culture. I’ll let readers visit the Wikipedia page for more details. Guys like Welch become demigods attracting hungry young business school graduates flocking to their pedestals hoping to glean savvy insights and secrets to become the next generation of masters of the universe. I can’t blame anyone for their enthusiasms and the desire to succeed, but bastardizing technology companies by conversion to finance companies is beyond the pale. When those who inhabit the rarefied air of the C-Suite are more concerned about their golden parachutes than the furtherance of their manufacturing ingenuity and quality, they should move on. When Jack Welch left GE, his severance package was $417 million.
I’m partway through switching to Linux Ubuntu from the home version of Windows 11. I just purchased an Asus laptop preloaded with Linux. Like most people I have a giant collection of pdf files as well as MS Word and Excel files. My understanding is that pdf files are easier to transfer to Linux and one of the better ways to deal with Word documents is to convert them to pdf.
MS Windows and MS Office were loaded with advanced features wildly beyond what any single user would need to use. These features were neatly organized in pull-down menus and manipulated with the click and drag of a mouse. This would allow users from casual to super-users to use a single package across a wide range of applications. No need to offer different versions across business, personal and scientific applications.
MS has been selling excess capacity from early on. It was part of the ballyhoo and razzle dazzle. Think about all of the objects you own that are packed with unneeded applications you’ll never use. I wonder how much of the US economy is spent on tools and widgets that have wasted utility.
The Windows operating system (OS) and MS’s package of office applications have provided a widely adopted template for business activity, games and home computing. The friendly and perhaps even inviting graphic user interface (GUI), facilitated by the mouse, put a buffer between the user and the stark command line input with no visual clues of what to do next. Windows applications were user friendly and forgiving of mistakenly used features.
Many feel that Windows 7 was the high point in this important series of products. It seems Microsoft is a victim of its own success. Once market penetration reached a certain level, the question becomes how to sustain sales, EBITDA and growth. Auto manufacturers solved this problem long ago by offering physically appealing cars that were new and improved each year. They often used successful models as a guide to improved design and performance. While not foolproof, this approach can work very well.
Switching from the Windows OS to the Linux OS is what I’m doing presently. I’ve been saving MS Word and Excel documents since the late 1990’s. The version, or “distro’, of Linux I’m using is Ubuntu. It has a Windows-like GUI except that there is a command-line feature that needs to be dealt with. Windows does too, but I’ve only seen IT folks dip into it to work their dark arts.
My impression is that Linux applications are not initially as feature rich as Windows but realize that the succession of Windows upgrades have been subject to creeping featurism from the beginning. Windows 11 has builtin spyware in addition to increased bloatware running in the background, bogging down computational speed. Allegedly the goal of MS is to apply Co-Pilot to use captured user data for the user’s search purposes. As of this writing Windows 11 market share at 31 %.
The Linux mentality is quite different. Generally, technology tends to improve in succeeding versions in order to stay competitive in the market. That evolution plus a new business model have led to the current Windows 11 fiasco. Older Computers that operated well on Windows 10 are suddenly inadequate for a drop-in replacement to Windows 11. People, businesses and governments are outraged by equipment upgrades needed to do what they did yesterday and consequently are dropping out of MS Windows all together. So alarmed is MS that it has even caused Bill Gates to be recalled from retirement to help brainstorm the sudden migration away from Windows.
MS has implemented artificial intelligence (AI) elements that are unwelcome to many users. MS blurts out that AI promises to improve efficiency for users. Every dog and cat out there is doing the same. AI is an economic bubble that many are trying tap into. Early adopters do the best in these bubbles.
MS has tumbled over the edge of If you build it, they will come. Furthermore, the annual subscription now in play is new to most individuals using Windows. Even worse, the sacrosanct space on your hard drive is not even safe from the MS mothership hovering overhead beaming up your information or plowing it into the cloud that you may consider confidential. Should some documents under Windows 11 be air gapped onto a thumb or disconnected external drive? Seems that way.










