Tag Archives: microsoft

Server and Tools shine in Microsoft results – so why is Bob Muglia leaving?

Microsoft released quarterly results yesterday:

Quarter ending December 31 2010 vs quarter ending December 31 2009, $millions

Segment Revenue Change Profit Change
Client (Windows + Live) 5054 -2139 3251 -2166
Server and Tools 4390 412 1776 312
Online 691 112 -543 -80
Business (Office) 5126 612 3965 1018
Entertainment and devices 3698 1317 679 314

Microsoft highlighted strong sales for Xbox (including Kinect) as well as for Office 2010, which it said in the press release is the “fastest-selling consumer version of Office in history.”

Why is Office 2010 selling better than Office 2007? My hunch is that this is a Windows 7 side-effect. New Windows, new Office. I do think Office 2010 is a slightly better product than Office 2007, but not dramatically so. SharePoint Workspace 2010, about which I mean to post when I have a moment, is a big disappointment, with a perplexing user interface and limited functionality.

Windows 7 revenue is smaller than that of a year ago, but then again the product was released in October 2009 so this is more a reflection of its successful launch than anything else.

What impressed me most is the strong performance of Server and Tools, at a time when consolidation through virtualisation and growing interest in cloud computing might be reducing demand. Even virtual machines require an OS licence though, so maybe HP should worry more than Microsoft about that aspect.

I still think they are good figures, and make Server and Tools VP Bob Muglia’s announced departure even more puzzling. Just what was his disagreement with CEO Steve Ballmer?

Server and Tools revenue includes Windows Azure, but it sounds like Microsoft’s cloud is not generating much revenue yet. Here is what CFO Peter Klein said:

Moving on to Server and Tools. For Q3 and the full year, we expect non-annuity revenue, approximately 30% of the total, to generally track with the hardware market. Multi-year licensing revenue which is about 50% of the total, and enterprise services, the remaining 20%, should grow high-single digits for the third quarter and low double-digits for the full fiscal year.

This suggests that 80% of the revenue is from licensing and that 20% is “enterprise services” – which as I understand it is the consulting and enterprise support division at Microsoft. So where is Azure?

Online services, which is Bing and advertising, announced another set of dismal results. Another part of Microsoft’s cloud, Exchange and SharePoint online, is lost somewhere in the Business segment. Overall it is hard to judge how well the company’s cloud computing products are performing, but I think it is safe to assume that revenue is tiny relative to the old Windows and Office stalwarts.

Windows Phone 7 gets a mention:

While we are encouraged by the early progress, we realize we still have a lot of work ahead of us, and we remain focused and committed to the long-term success of Windows Phone 7.

It looks like revenue here is tiny as well; and like most corporate assertions of commitment, this is a reflection of the doubts around Microsoft’s mobile strategy overall: how much of it is Windows Phone 7, and how much a future version of full Windows running on ARM system-on-a-chip packages?

Still, these are good figures overall and show how commentators such as myself tend to neglect the continuing demand for Windows and Office when obsessing about a future which we think will be dominated by cloud plus mobile.

How is Windows Azure doing? Few mission critical apps says Microsoft

I attended an online briefing given by Azure marketing man Prashant Ketkar. He said that Microsoft is planning to migrate its own internal systems to Azure, “causing re-architecture of apps,” and spoke of the high efficiency of the platform. There are thousands of servers being managed by very few people he said – if you visit a Microsoft datacenter, “you will be struck by the absence of people.” Some of the efficiency is thanks to what he called a “containerised model”, where a large number of servers is delivered in a unit with all the power, networking and cooling systems already in place. “Just add water, electricity and bandwidth,”, he said, making it sound a bit like an instant meal from the supermarket.

But how is Azure doing? I asked for an indication of how many apps were deployed on Azure, and statistics for data traffic and storage. “For privacy and security reasons we don’t disclose the number of apps that are running on the platform,” he said, though I find that rationale hard to understand. He did add that there are more than 10,000 subscribers and said it is “growing pretty rapidly,” which is marketing speak for “we’re not saying.”

I was intrigued though by what Ketkar said about the kinds of apps that are being deployed on Azure. “No enterprise is talking about taking a tier one mission critical application and moving it to the cloud,” he said. “What we see is a lot of marketing campaigns, we see a lot of spiky workloads moving to the cloud. As the market start to get more and more comfortable, we will see the adoption patterns change.”

I also asked whether Microsoft has any auto-scaling features along the lines of Amazon’s Elastic Beanstalk planned. Apparently it does. After acknowledging that there is no such feature currently in the platform, though third-party solutions are available, he said that “we are working on truly addressing the dynamic scaling issues – that is engineering work that is in progress currently.”

Silverlight native extensions allow deep Windows 7 integration, but forget cross-platform

Microsoft has released Native Extensions for Silverlight, a set of libraries which enable access to Windows 7 features including taskbar Jump Lists; access to attached devices including webcams, cameras and phones; the sensor API for accelerometer support; and even the ability to intercept Windows messages. The ability to intercept Windows messages allows lots of interesting hacks as veteran Visual Basic developers will recall; it was one of the tricks used to overcome limitations in early versions of VB.

The native extensions are only available to out of browser applications running outside the sandbox; the user must consent to trust such applications. Silverlight 4 already had the ability to use COM automation. These new extensions simply build on this existing feature, providing COM automation wrappers for these Windows 7 APIs.

What this means though is that Silverlight developers can create applications that integrate deeply with the Windows 7 desktop and local hardware.

Another way of looking at this is that the subset of Windows applications that can be implemented in Silverlight rather than the full .NET Framework has now increased. It lends some support to the theory which I considered here, that a future version of Silverlight will be the application platform for the Windows 8 app store and for mobile devices running Windows 8. This is speculation though; Microsoft has not said much publicly on the subject. Silverlight is well suited to an app store since installation is easy, updates are near-automatic, and apps are isolated from the rest of the operating system.

The native extensions are Windows 7 only. Forget the Mac, these things do not even work on Windows XP. They only apply to trusted out of browser applications though. Silverlight running in the browser still has similar features on Windows and Mac.

Amazon’s Elastic Beanstalk auto-scales your cloud application

Amazon has announced Elastic Beanstalk, which lets you deploy an application to Amazon’s EC2 (Elastic Compute Cloud) and have it scale up or down, by launching or terminating server instances, according to demand. There is no additional cost for using Elastic Beanstalk; you are charged for the instances you use.

Here is a dialog from the control console that says a lot about how the new service works:

image

As you can see, you can specify both a minimum and a maximum instance count, where the number is between 1 and 10,000. You can also control the “Trigger”, the metric that makes Elastic Beanstalk create or terminate instances.

Currently Elastic Beanstalk is for Java applications running on the Apache Tomcat application server, on a standard Amazon Linux virtual machine. However, the following comment in the FAQ indicates that Amazon is investigating other platforms:

Yes. Elastic Beanstalk is designed so that it can be extended to support multiple development stacks and programming languages in the future.

The innovation here is not so much in the technology, which stiches together a number of existing services, but rather in how easy and cheap it is to get started. The cost of entry is almost nothing; in fact, Amazon says you can run Elastic Beanstalk on its free usage tier, for a low-use application. Even I you expect it to remain low-use Elastic Beanstalk provides some other useful features like health monitoring.

It seems to me that this new service is cloud deployment as it should be: removing the administrative burden of scaling your application according to demand. Other platforms like Google App Engine also do this, but with more restrictions on how you design your application. Platforms like Microsoft Windows Azure let you scale your application, but you have to log into the console and spin instances up or down yourself.

One final observation: despite considerable unhappiness in the Java community about the way Oracle is managing the platform, there are still excellent reasons to use it, and Amazon has just provided one more.

Talk of Windows 8 on an smartphone shows Microsoft’s mobile confusion

During a conference call to discuss Intel’s latest financials, CEO Paul Otellini raised the possibility of putting the full Windows OS onto a smartphone, running a low power Intel SoC (System on Chip). The matter came up with Otellini was asked about the impact of Windows on ARM, announced at CES earlier this month:

The plus for Intel is that as they unify their operating systems we now have the ability for the first time: one, to have a designed-from-scratch, touch-enabled operating system for tablets that runs on Intel that we don’t have today. And secondly, we have the ability to put our lowest-power Intel processors running Windows 8 – or ‘next-generation Windows’ – into phones, because it’s the same OS stack. And I look at that as an upside opportunity for us.

The reasoning seems to be: if Windows 8 is designed to run well on mobile devices with ARM, it will also run well on mobile devices with an Intel SoC, which will let us put it on phones.

Note the point he highlighted: Microsoft unifying its operating systems. No more full Windows vs Windows CE; one OS from mobile to desktop.

Although that sounds compelling, the snag is that Windows is not well suited to low-power mobile devices, which is why Windows CE was invented in the first place. Microsoft can fix this to some extent by fixing the things that make it unsuitable, but it carries a heavy compatibility burden.

It also throws up the question: just what are Microsoft’s long-term plans for Windows Phone 7, which is built on Windows CE, has its own GUI mostly written in native code, and a development platform based on .NET – Silverlight and XNA – plus a native code SDK that only mobile operators and device manufacturers get to use?

At CES Microsoft Steven Sinofsky sort-of denied that Windows will encroach on Windows Phone 7 territory. “Windows Phone 7 is uniquely focused on the small form factor that Windows doesn’t focus on,” he said.

Nevertheless, the company’s decision not to use the Windows Phone 7 OS for tablets may make that inevitable. What is the difference between a smartphone and a small tablet? Does Microsoft expect developers to write apps designed for Windows on a small tablet and then rewrite them for Windows Phone 7 using Silverlight?

It does not make sense; and despite the Windows Phone 7 promotion included in CEO Steve Ballmer’s CES keynote, I was left wondering whether Microsoft’s new mobile OS really has a future.

That said, Silverlight abstracts the OS, so in principle Microsoft could use it to form a consistent mobile development platform irrespective of whether the underlying OS is Windows CE or full Windows. I am not getting that sense from the company though, and I’d expect the primary Windows SDK to remain based on C++.

I am struggling to understand how Microsoft expects this to work. App compatibility is the obvious benefit of full Windows; but two big issues are that most Windows apps are not touch-friendly and are not designed for small screens. Putting Windows on a tablet with a decent screen size and the dreaded stylus works to some extent, but will never compete with Apple’s iPad for usability. On smaller screens most existing apps will not work properly; and if Windows on small devices sprouts a completely new touch-friendly GUI, or borrows the one from Windows Phone 7, then app compatibility with desktop Windows will be limited.

It feels as if Microsoft’s Windows team is saying one thing, the Windows Phone 7 and developer teams saying another, and partners like Intel saying yet another. Windows Phone 7 was meant to be the thing that made belated sense of Microsoft’s mobile strategy, but even that now looks doubtful for the reasons stated above.

Microsoft is still a long way from having a coherent strategy for mobile devices, and that lack is damaging the company and helping Apple and Google to establish their competing operating systems.

Update: Mary-Jo Foley writes about Microsoft “Jupiter” which is a rumoured new user interface and application model designed for Windows 8 and its app store:

Jupiter is going to be a new user interface (UI) library for Windows, built alongside Windows 8. It will be a thin XAML/UI layer on top of Windows application programming interfaces and frameworks for subsystems like graphics, text and input. The idea is Jupiter will bring support for smoother and more fluid animation, rich typography, and new media capabilities to Windows 8 devices.

Is Jupiter a .Net technology, or XAML adapted for native code, or both? Is it one and the same as, say, Silverlight 6? That is not stated, though Senior VP Soma Somasegar helpfully (or not) said that:

some of the information in this post is not right and out of date, not reflecting Microsoft’s current thinking.

That seems to tacitly confirm that it fairly represents Microsoft’s thinking at some time in the not-too-distant past.

It would make sense to me if Microsoft used Silverlight to unify its application platform as mentioned above, and combining the XAML presentation layer with native code could address performance and memory usage concerns with .NET. This is the kind of news that would really give confidence to Silverlight developers, rather than the damage limitation PR that Microsoft has put out since PDC late last year.

On the other hand, I believe Somasegar when he says the information is out of date, so for the time being it is just another dose of uncertainty.

nginx market share growing faster than any other web server

According to the latest netcraft web survey nginx market share is growing faster than that of any other web server, even though it is still small relative to Apache or Microsoft IIS. In December 2010 nginx share grew by 0.88% to 7.5% – which can also be expressed as a 13.3% increase.

Apache 59.13%
Microsoft 21.00%
nginx 7.50%
Google 5.53%
lighttpd 0.68%

I did not take much notice of nginx until hearing Ryan Dahl evangelise it at Cloudstock, a Dreamforce event, last month. Now I plan to install it at itwriting.com when I find the time.

Microsoft WebMatrix released: a simple editor for ASP.NET Razor and more, but who is the target user?

Microsoft has released WebMatrix, a free tool for creating web sites for Microsoft’s web server. It uses the Web Platform Installer and installed smoothly on my Windows 7 64-bit box. What you get is a cleanly-designed tool which lets you start web sites from templates or from standard installs of popular applications including WordPress, Drupal and Moodle.

image

Yes, you can use PHP and MySQL as well as .NET web applications, though the common factor is that all are configured for IIS, Microsoft’s web server.

With many ISPs already offering instant installs of apps like WordPress, it is more interesting to look at the site templates in WebMatrix, though the selection is smaller.

image

What is interesting about these is that they create sites based on Razor, an alternative view engine for ASP.NET. Microsoft VP Scott Guthrie describes Razor here. It is odd though: Razor is a feature of ASP.NET MVC 3, currently in release candidate phase, but you cannot create ASP.NET MVC sites in Web Matrix.

Once a site is created, you can modify it in the WebMatrix editor.

image

You can run the site on IIS Express with one click. WebMatrix will show you all the requests as you run, which could be handy for tracing problems. There is also a database management workspace which uses SQL Server Compact Edition, a reporting workspace which will analyse your site for problems, and the ability to publish a site using  FTP or Microsoft’s Web Deploy.

I like the clean look of WebMatrix, and that it is lightweight and fast; but who is the target user? It appears to be aimed at non-professionals; but this is a techie product that will not appeal to users looking for an easy to use web site builder. There is no visual editor; users are just chucked in at the deep end editing raw HTML and C#. There is not even any intellisense code completion. Clicking Online Help just brings up a Microsoft search form. There is no debugger to speak of; you are expected to upgrade to Visual Studio. Which raises the question, why not just get Visual Web Developer 2010 Express, which is also free, and has a better editor and debugging features? Of course you could use the two together; but Web Matrix is not adding much value. Features like the SEO analysis seem to be be based on the existing Search Engine Optimization Toolkit, which you can install without Web Matrix.

WebMatrix has been available in beta for six months, but its forum is relatively quiet.

Still, if nothing else Web Matrix is a handy way to take a look at Razor, which deserves attention. Shay Friedman has a technical introduction here.

Guthrie has a detailed look at the WebMatrix beta here.

Half-baked Android tablets will help Apple, give hope to Microsoft

The downside of open is fragmentation. CES earlier this month was overflowing with Android tablets and smartphones, but since anyone can use Android, device manufacturers may disappoint users, for example by shipping tablets that do not use a version of Android designed for tablets, or shipping devices that do not have access to the official Android Market.

The Inquirer reported yesterday that the Asus tablets announced at CES will not in fact ship with Android 3.0 Honeycomb. The reason stated is that:

because the company did not know the detailed technical specifications requirements of the Android 3.0 Honeycomb operating system, it could not confirm that Honeycomb will be the tablets’ OS.

Although it is stated that the tablets will ship with Android 2.3 Gingerbread, I get the impression that Asus might upgrade them to Honeycomb eventually; and since they are now apparently not due until the third quarter there is time for plans to change.

Not all Android devices have Google’s official compatibility blessing.  The frequently asked questions make a good read:

Anyone is welcome to use the Android source code, but if the device isn’t compatible, it’s not considered part of the Android ecosystem.

Only devices that have passed Google’s compatibility tests get access to the Android Market. This leads to a surprising situation for users: you might buy an Android tablet or smartphone and find that it has no access to the Android Market.

Vendors can get round this to some extent by creating their own Android app stores, though this kind of fragmentation is likely to have a bad outcome, with a limited selection of apps and insufficient market share to attract developer attention.

This means that a handy question to ask a salesman is: does this gadget have the Android Market? If the answer is anything less than a demo of the official Google Android Market client, that is reason for caution.

The context is that all these devices have to compete with Apple; and the App Store is a significant part of the appeal of iOS devices. Therefore an Android device without access to the Android Market is disadvantaged, though it is not something you are likely to find mentioned on the box.

There is an obvious danger for Android, that customers confronted with a vast range of Android offerings will find it hard to distinguish between what is excellent, what is reasonable, and horrible implementations like the Next Tablet.

Even the element of uncertainty is enough to help Apple, which is likely to announce a second generation iPad soon. It may even give hope to Microsoft, depending on when “Windows 8” tablets come to market and how good they prove to be.

The challenge for Google is how to keep Android open, while also preventing its brand from being damaged by too many sub-standard devices.

Visual Studio 2010 nine months on: how good has it proved?

Visual Studio 2010 was released on April 12th 2010. Nine months on, how good has it proved to be?

image

I researched deeply into Visual Studio 2010 at the time, and was impressed overall. It was a huge release, partly because the IDE was rebuilt using Windows Presentation Foundation, and partly because of a large number of new features including the F# language. Performance was always going to be an issue with the move to a .NET-based IDE, but on my machines I found it satisfactory.

Others have been less pleased with the performance. The comments to Jason Zander’s announcement of the Service Pack 1 beta last month make interesting reading. Here is the negative:

I am a professional .NET developer and I am really upset with VS 2010. It crashes more often than VS 2008. It is slow as hell. It even crashes when debugging. VS 2010 is built with WPF which is causing all these problems.

and here is the positive:

I don’t know what y’all complaining about – VS2010 is blazingly fast… at least on my machine.

I am not sure whether the performance issues are more dependent on the the type of work you are doing, or the size of the projects, or some other factor. One issue may be graphics performance, since this will make a big difference to WPF whereas not so much with Visual Studio 2008 and earlier.

Thinking back to this time last year, I also recall how Visual Studio 2010 seems so focused on .NET, including Silverlight. Later on we got the announcement of Visual Studio LightSwitch, a RAD database application tool which builds Silverlight clients. It now seems obvious, especially following the PDC (Professional Developers) conference in November, that the vision of the developer team at Microsoft did not align with the vision of the Windows team; and that the Windows team seemed to win that argument internally. It is odd, because Silverlight has the potential to solve problems for the company. It is a technology that extends from the desktop to Windows Phone 7, which is well-suited to app store deployment thanks to the way apps are isolated, and which potentially can run on multiple platforms. Now with Silverlight 5, promised for release this year, Microsoft is adding more Windows-specific features and allowing more fragmentation between versions. Silverlight on Windows Phone 7 is based on version 3, the Mac version has more limited capabilities than the Windows version, and so on.

Microsoft said at PDC that “HTML 5” is its broad-reach platform. That suggests that what Visual Studio needs is HTML 5 designers and JavaScript libraries that integrate with Microsoft’s server technologies and which make it easier to develop HTML application for multiple form factors including small devices.

It is a confusing story, and I would love to know if the subject came up in CEO Steve Ballmer’s discussions with Bob Muglia, VP of Server and Tools, recently. The outcome of those discussions is that Muglia will be leaving Microsoft in the summer.

We will have to wait for Visual Studio 2012, maybe, to discover any change in its direction. In the meantime, SP1 adds a new help viewer, in response to many complaints, as well as a few new features for testing and debugging. There is also a list of bug-fixes, some of which look significant:

and so on. Let me add that while the list looks bad, it is no more than you would expect for a tool of this complexity and in my own testing Visual Studio 2010 has worked well.

I agree though with some of the commenters who note that Microsoft is slow to react when bugs are reported. It will be more than a year after the initial release when SP1 is finished, though you can use the beta for production code if you dare.

I would be interested in hearing from users of Visual Studio 2010. How are you finding it, or did you try it and go back to Visual Studio 2008? I realise that adoption of a new IDE for production work tends to be slow, because developers are reluctant to switch mid-project.

Google flexes its Chrome browser muscles, removes support for H.264 video – but what about Adobe Flash?

Google has announced that it will remove support for the H.264 video codec in its Chrome browser:

…we are changing Chrome’s HTML5 <video> support to make it consistent with the codecs already supported by the open Chromium project. Specifically, we are supporting the WebM (VP8) and Theora video codecs, and will consider adding support for other high-quality open codecs in the future. Though H.264 plays an important role in video, as our goal is to enable open innovation, support for the codec will be removed and our resources directed towards completely open codec technologies.

The reason given is that Google wishes to support open standards. That sounds good for open standards, but not so good for users who simply want a video to play.

Google’s position contrasts that of Microsoft with IE9:

In its HTML5 support, IE9 will support playback of H.264 video as well as VP8 video when the user has installed a VP8 codec on Windows

Still, at least IE9 will play VP8 if the codec is installed, so that makes VP8 look a better option for content providers – which is the outcome Google is hoping for.

I have mixed feelings about this approach, because while it is good for open standards it is bad for compatibility. I am also not sure that it is consistent. Google announced in June that it is integrating Adobe Flash support into the browser; yet Flash is not an open standard.

That also suggests that H.264 video will still play in Chrome, provided it is in a Flash wrapper.

Maybe Google is learning from Apple how to deprecate technologies by removing support. Apple refuses to allow Java or Flash on iOS, and has stopped doing its own build of Java for OS X. Apple has also stated that these “optional” components may not be used in apps that are deployed in the Mac App Store, thus making a disincentive for developers considering those runtimes.

Apple has not squashed Flash though; and Google may find it equally hard to squash H.264, which is widely supported throughout the industry, has the best tools, and for which hardware is optimised. Apple supports H.264 but is unlikely to support WebM or Theora any time soon. Here’s what Apple CEO Steve Jobs said in April 2010:

To achieve long battery life when playing video, mobile devices must decode the video in hardware; decoding it in software uses too much power. Many of the chips used in modern mobile devices contain a decoder called H.264 – an industry standard that is used in every Blu-ray DVD player and has been adopted by Apple, Google (YouTube), Vimeo, Netflix and many other companies.

Although Flash has recently added support for H.264, the video on almost all Flash websites currently requires an older generation decoder that is not implemented in mobile chips and must be run in software. The difference is striking: on an iPhone, for example, H.264 videos play for up to 10 hours, while videos decoded in software play for less than 5 hours before the battery is fully drained.

When websites re-encode their videos using H.264, they can offer them without using Flash at all. They play perfectly in browsers like Apple’s Safari and Google’s Chrome without any plugins whatsoever, and look great on iPhones, iPods and iPads.

It seems Jobs spoke too soon when he said H.264 would play perfectly in Chrome.

Post updated to add Apple quote