On Tuesday, September 30, 2014 two senior executives at Microsoft, Terry Myerson, Executive Vice President of Operating Systems, and Joe Belfiore, Vice President, presented Windows 10 to the public via an invitation only press conference.
Within a few moments of the conclusion of this presentation, a press release appeared on the Microsoft news web site. Later in the day a lengthier presentation appeared on Terry Myerson’s blog, titled Announcing Windows 10.
The big takeaway, for this writer, is Myerson’s assertion about this new operating system. “Windows 10 will run across an incredibly broad set of devices – from the Internet of Things, to servers in enterprise data centers worldwide.” (quoted from Terry Myerson’s post to his blog on Microsoft.com title “Announcing Windows 10”). If Microsoft can deliver on this promise, then they will likely achieve a couple of very important milestones:
- One core operating system will be available for a very wide range of computing form factors. Once the core operating system is built, then form factors will likely “bolt on”, meaning no more than a set of hooks will be required to bring up an appropriate version of the operating system required to power any/all target form factors. Bottom line: this will represent a truly innovative improvement in efficiency, which should lead to lower Cost of Goods Sold (COGS), and substantially higher margins. In short, very good news for Microsoft as a business
- A truly consistent, and generally predictable user experience will be achieved, regardless of the form factor chosen for computing (tablet, PC, game console, sensor, etc). When consumers can be expected to enjoy a consistent computing experience, it makes sense to plan on higher levels of purchase satisfaction and repeat purchases. Once again, if Microsoft can deliver a truly scalable user experience, then this will be very good news for the business
One of the big questions about the next release of Windows is when it will be available for purchase. Myerson and Belfiore estimated availability after Microsoft’s BUILD Conference for 2015, in other words, sometime in late summer of 2015. We would have hoped this O/S would be available sooner, especially given some remarks from Satya Nadella, Microsoft CEO, which were captured in the webcast of the company’s most recent earnings conference call. But it is likely Microsoft’s Public Relations team will issue quite a bit of supporting information about this new O/S between now and the actual release date. Therefore, it makes sense to plan on the product gaining momentum from now on.
Ira Michael Blonder
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