Memo To Bill Gates

A memo from Gates has been leaked where he says Microsoft is "at risk" from Google. I figured I would respond, so here is me composing a memo to that other Bill from the 1990s.

Mr. Software Architect.

Part of your problem is simply ageing. There was IBM, and then Microsoft came along, and Microsoft eclipsed IBM itself in market capitalization. You might be IBM, and Google might be Microsoft. Empires come and go. So at some level, just make peace.

I am a huge fan of your foundation though. I wish you were 10 times richer, I am so impressed with your work for health care in the poor countries. And of course you are a terribly smart, creative guy. I am easily a fan.



At some point I think a company like Microsoft should just plough in all that extra cash into becoming a venture capitalist firm, or at least growing a wing in that direction, I think. It is young scientists and the entrepreneurs who come up with the cuttinge edge ideas, or at least in most cases.

I think your problem is that you thought you woke up to the internet in 1995, and you did not. Then you thought you did it in 2000, and you did not. Now you think you are doing it in 2005, and you are not. For good or ill, Microsoft remains a Windows company. Microsft never really became a dot com.

But if Microsoft were to reinvent itself, what might it do? Here are some suggestions I offer.

• You don't have to ditch Windows outright, but shift focus to the online world. That is the present and the future. Down the road, Windows either disappears, or becomes invisible.
  
• Could you take word processing online, and could you make it ad-based? Do you even want to?
  
• Could you take the lead on becoming a digital publisher? License Google's ad program if you have to, if you can't replicate it. But noone is taking publishing online. Maybe you can take the lead. All books - textbooks, fiction, non-fiction - should go online and be free, as in ad-based. Could you take the lead on that one? You are the leader in word processing offline. Could you go online?
  
• You have had some interesting thoughts on speech recognition technology in the past. What is the progress there? Keep working there. Noone seems to be competing with you there. Down the line people should be able to talk to their computer in any language.
  
• Put as much work into your browser as you have been putting into your Windows and Office. Because W and O are passe. The browser will go far.
  
• You have done good with non-PC devices. Maybe you should work on the software for "free" cellphones that will work in a citywide soup of wireless broadband.
  
• The internet and wireless broadband are not one and the same thing, just like webpages and blogs are not one and the same. Don't get too hung up on the internet. Think wireless broadband.
  
• Expand your facilities in India. It's not just about cheap, smart engineers. India is going to be a huge market on its own.
  
• Google itself has said there is room for more than one player in the search market. Search is the center piece of the Google magic. Get in the action. Keep working at it.
  
• See if you can imitate Google. They like to offer web services that are online and ad-based. If those two parameters are too narrow for you, you are not competing with Google. Wean yourself away from the habit of asking people for money directly.
  

More later.

December 7: Microsoft To Invest $1.7 Billion In India (BusinessWeek)

xMax

WiFi was wireless but not broadband, and not large area. Broadband over power lines was broadband but not wireless. WiMax was both: wireless and broadband. And today I read about xMax. It is wireless broadband without the WiMax hassles, it seems like. It looks like power to the people to the power of x. This is delightful. This is real good news. The basic thrust is towards wireless broadband. For a city in a wireless broadband soup, cellphones should become free. Cellphones that are ad-based. This is a brave, new world.

• XMax aims to spark low-power wireless revolution Globe and Mail, Canada
• xMax ™ Demonstration Sets Higher Bar for Broadband ClickPress (press release), United Arab Emirates
• Could xMax change the world of broadband? ZDNet UK, UK
• xMax sparks low power wireless revolution Techworld.com, UK
• XMax in pictures ZDNet UK, UK
• xMax - is it real? Techworld.com, UK
• xMax's First Long-Range Field Test A Success LinuxElectrons, TX
• XG Technology conducts first public demonstration of xMAX MRT (subscription), IL
• New Broadband Standards Set CCN Magazine, CA
• First public demo of 'disruptive' wireless broadband ZDNet UK, UK

Free Wireless Broadband, Reenergized Microsoft

• Google begins limited test of Wi-Fi service Reuters ...... "....the company was considering building a U.S. broadband network capable of targeting specific advertising to users based on the location of their Wi-Fi..."
• Microsoft Corp. reorganizes to compete better with Google, Yahoo Canadian Business

I had been thinking municipality provided wireless broadband. But Google has trumped me on that one. It has come up with an even better idea. Google provided nationwide wireless broadband. All the user have to do is download a Google toolbar onto their laptops in return. If that were to materialize, Google would grow even more like it were a hot startup. Kudos.

Bill Gates complained during the whole anti-trust legal fiasco that instead of competing with him on products, his competitors were taking him to court. Now he does not have to say that no more. Google is competition. Big G should be happy.



I think he had the option in 1995 to take the lead when a school of thought emerged within Microsoft that company should move from being Windows-centric to being browser-centric. Gates missed that boat. It is said if you learn Newton's theory of gravity too well, that actually prevents you from coming to grips with Einstein's theory of gravity.

Microsoft now has taken a step in the right direction, but it is still hesitant. Software should be online, free and ad-based. That is the leap Google is making and Microsoft is not. That is why Microsoft is not Google.

Google's To Do List Keeps Growing

This New York Times article echoes my blog entry from months back. (Google: Poised To Be The Number One Software Company In The World) That whole IBM to Microsoft to Google succession chain. I think it is inevitable. Empires rise and fall, and that is okay, as long as the tide keeps rising for the average consumer boat.

"Google has already added free e-mail, mapping, news aggregation and digital-photo management to its offerings, bringing it into competition in each case with two or more rivals."

Just look at some of the items on their laundry list:

1. Instant messaging.
2. Services for mobile phone users.
3. Online payment.
4. Internet based phone system.
5. Browser.
6. Software to compete with Microsoft Office.
   

That last one caught my attention. I hope they do not make the mistake of competing with Microsoft in that segment offline. If they do, they will be beat. They should offer an "Office" that is totally online and builds on their, well, Blogger. If they take it online, they win. Message: get away from Windows, stay away from Windows.

Google has the vision, the culture and the resources to tackle absolutely any software challenge on the horizon. They need to stick to the online space, though. They come down to the operating system level, and they are game. Why stoop down when you don't have to?

But first integrate MathML into Blogger. I should be able to do 2+2=4 using a Google online calculator and publish the entire thing at Blogger, the way I can add links and photos right now. And also more complicated stuff like sine, cosine and calculus stuff. Take the calculations and publishing part out of my equation, take them to your equation.



And, yes, their "Office" will also have to be ad supported. Don't start selling software. That would be a big mistake.

Stay within the online and ad supported parameters, and there is no stopping Google.

Every company worth its salt should be able to state its mission statement in one simple sentence. For Google it is "to organize the world's information." Everything on its agenda, real and speculated, fits into that.