The future of OneNote

Posted by Paul Korm
Apr 22, 2018 at 07:24 PM

I would agree with that with regard to Apple, but not Microsoft. Microsoft’s play is the corporate enterprise, as is Google’s, with software-as-a-service (the O365 constellation which is far broader than the Office apps consumers think of), and infrastructure- and platform-as-a-service built on Azure. The combo of all these things make transition away from the Microsoft family a very expensive proposition. Same for the similar offerings from Google. So enterprises that align on G-suite don’t want to migrate toward MS.

Just as in the old days of 1990 when companies aligned their enterprise solutions on IBM or Unisys and few others, today the play is cloud+software and both MS and Google are equally aggressive. The consumer market for them is gravy, but also costly to support on a per-customer basis so you’re not going to see a lot of innovation in that domain.

Apple has nothing to offer for large commercial or government enterprises and is losing the small share it had with iOS to G-devices or M-devices. Apple has a lot of cash because it is motivated solely by economic rent-seeking—so it demands higher prices. That’s not a recipe for sustainable success. Consumers seem to be tiring of the same-old same-old devices. No doubt there will be disruption in the next five years or so that will make Apple consider sub-letting part of that nice spaceship headquarters it just built.

Dr Andus wrote:

>I’m not really seeing anything from Apple or MS to indicate that they
>are ready for this new world. It seems that they’re still focused on
>milking their cash cows than adjusting to this new reality.
> >