Tag Archives: Surface Pro

January 16, 2025 · 04:28

Giggling is the better medicine

This morning (around 03:00) I felt the need to check my mobile (a compact version of the invention by James Alexander Bell) or something of the sort. Inaccurate? Perhaps, but everything comes from somewhere. And as we all look towards roots, I looked at the screen and suddenly stopped. You see, I saw a Microsoft header with layoffs pass by. This is nothing to worry about, or new. They are all laying off people, all the big ones, so that is not cause for concern. Microsoft employs 224000 people, so they might cast a few more away. But I had not actually seen the details of the news, as such my trusty Chrome looked at the news of Microsoft and there a few things came up. And the count is important (for later)

  1. We see all kinds of advertisements with the Surface Pro being reduced $300 in one direction, $400 in another. There are all kinds of ‘offers’ but why would you want to discount THAT much? 
  2. Layoffs. We see ‘Microsoft lays off employees in security, experiences and devices, sales, and gaming’ (source; Business insider), ‘Microsoft staff face second round of layoffs as firm continues cost-cutting measures’ (source: ITPro) several sources claim that the layoffs will be small, but no numbers are given. Now this makes sense in light of the ‘redundancies’ at Google, Amazon, Meta (say Facebook) and a few others. Another source gave us “Microsoft plans to pause hiring in part of its U.S. consulting business and said last week that it would lay off less than 1% of its workforce”, still that could be up to 2200 people, when you are one of them percentages really don’t make a difference. 
  3. The information gives us ‘Microsoft’s Gaming Business Falls Short, Despite Activision’, This is fun. You see in 2023 Activision Blizzard had a market cap of A$120.08 Billion. Microsoft only paid 75 billion for the company and in early days I stated that a gaming company is only as valuable as the last game, and in 2022 Activision Blizzard’s annual revenue amounted to 7.53 billion U.S. dollars, as such Microsoft needs this to go on for 10 years just to break even. I warned for that and now we got ‘Microsoft’s Gaming Business Falls Short’, the Information (at https://www.theinformation.com/articles/microsofts-gaming-business-falls-short-despite-activision) gives us also “In the year to June, Microsoft’s gaming business revenue grew 5.8%, well below the 11% target set for the purpose of calculating part of Nadella’s compensation, according to securities filings. (That growth excludes revenue of Activision since its acquisition but includes Game Pass)”, it amounts to the fact that ‘gaming’ revenue is 50% short. Not good news I say. And when others come with complex stories that it has a few more sides. I say revenue is revenue and it is 50% short, that is the part others look at. And Newsweek gives us ‘Activision Hasn’t Helped Microsoft Grow Xbox Game Pass, Says Report’ (at https://www.newsweek.com/entertainment/activision-hasnt-helped-microsoft-grow-xbox-game-pass-says-report-2015392) where we also see “Microsoft was hoping that acquiring Activision would lure other game developers to rent its Azure servers, which hasn’t happened” not surprising. Developers like numbers and with a 3:1 margin Sony is a much more appealing choice for the first stage of any development. And the bad news doesn’t end there, we see at TechRadar (at  https://www.techradar.com/computing/gaming-pcs/theres-one-handheld-gaming-pc-that-went-under-the-radar-at-ces-2025-and-its-got-a-secret-weapon-to-beat-the-competition#) that Tencent now released the Tencent Sunday Dragon 3D One at CES 2025, a setting that was (kinda) clear over a year ago and my IP was set to that device and if successful (here’s hoping) it will cost Microsoft a lot more, well at least they bought Activision at $10 per $1 (OK, not entirely accurate, but I’ll go with that feeling). 

So three points, all relate to revenue. Lack of two, lack of innovation in one (spin stories aren’t innovative) and whilst we are ‘given’ ‘Xbox Game Pass expected to make $5.5 billion in 2025’ expected isn’t something that is achieved and there might be more bad news on the horizon, which will set the spin engines to overdrive. To compare, Nintendo reported in September 2024 a Revenue of 276.66B, can you see why I giggle? Microsoft ‘sickofans’ are elated on the optionally coming revenue of Microsoft Game Pass that is merely 2% of Nintendo’s revenue. And that is next year whilst Nintendo is already slaying the revenue dragon. The revenues of Microsoft are likely to lack visibility for some time to come. Some of the reviews of the 2024 Surface Pro aren’t anywhere near stellar (and it needs to be) as such my predictions for the downfall of Microsoft are still achievable. I reckon that when the first AI milestones start failing the domino’s will take a tumble making Microsoft cut more and more meat of their bones. All this whist more and more people see through the presented spin (as I tend to call it) You see, with the promise of tomorrow you better deliver tomorrow and certain parties bought into that and as such when delivery stays short of achieving. The dice get cast in a very different direction. For me it’s easy. I merely have to wait for the predictions too fall short and Microsoft is lacking in more and more fields and as such as Tencent makes larger gains the stage doesn’t just change, it crumbles. I wonder where Amazon is, because with their Luna they had options. I initially designed for that track (merely because Google dropped their stadia) and should Amazon get on top of the Unreal Engine 5, the stage is seeded with Amazon opportunities. A setting Microsoft totally ignored (also they were not invited to my IP clambake). As such I reckon that there will be a hiatus until Microsoft announces more lay offs. And I have seen that before. They will ‘call’ it streamlining and what I see is an empty egg. The shell of the egg looks smooth, but you cannot eat it. In 2023 we got ‘Microsoft outage worsened by staff shortage’, so before you cut your less than 1%, was your staff shortage secured? And when that happens, where are the other shortages? Where one source gave us ‘Microsoft has published a preliminary report into an incident on 30 August that finds insufficient data centre staffing levels contributed to an outage’ and another gave us ‘Microsoft had three staff at Australian data centre campus’, a data centre with 3 staff members? I reckon Microsoft has a few more problems (I reckon planning being one of them). 

So have a great day and consider where you are now and where you optionally could be.

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January 8, 2025 · 00:57

Dens, first name Evie

That is the setting where I am. It was the BBC that gave me (at https://www.bbc.com/news/articles/c9q78wn9g8zo) where we see ‘US designates Tencent a Chinese military company’ and my first question is “By what evidence?” You see, we can go back to the European tour by Colin Powell, armed with a silver briefcase where he travelled around Europe like a rockstar and that is how we got into the Iraqi war. They had graphics (probably a powerpoint presentation). Then we got the accusations against Huawei. We never got to see any evidence and as I saw it America was afraid to lose the 5G war and they basically still did. Now we get that Tencent is on route to basically throw Microsoft in the dirt and now they are a military complex? To do what? Unite gamers all over the world? And what evidence do we get? The simplistic line “including gaming and social media giant Tencent” Where is the evidence? Then we are given “The list serves as a warning to American companies and organisations about the risks of doing business with Chinese entities. While inclusion does not mean an immediate ban, it can add pressure on the US Treasury Department to sanction the firms.” Funny, Tencent was offered my gaming solution that would bring them 6 billion a year in phase one, after that the numbers become interesting. You see, Amazon had no interest (they never contacted me) and as such the Amazon Luna seems to be out of consideration, Google placed themself outside the scope as they deleted the Google Stadia and I will not let Microsoft near any of my IP (as I personally see them, they are losers that rely on the gods of mediocrity) which leaves Tencent. As I see it, the first stage would get them a nominal annual revenue of up to 6 billion, which is set to 50,000,000 consoles. After that with up to 200 million consoles the ride becomes exciting. I offered it also to Saudi Arabia and Kingdom Holding as they have larger concerns in this and There is a hidden pleasure in me to see Saudi Arabia end up above Microsoft, they are that irrelevant to me. It would also impact Facebook (Meta) revenue, but I cannot say to what extent (lack of numbers and achievable timeline)

A simple setting I saw 3 years ago and no one seemingly caught on. 

As such we see all kinds of wannabe players, but there is no evidence, at least it is not clearly given. And when we get to “In response to the latest announcement Tencent, which owns the messaging app WeChat, said its inclusion on the list was “clearly a mistake.” “We are not a military company or supplier. Unlike sanctions or export controls, this listing has no impact on our business,” a spokesperson for the company told the BBC.” Some might catch on that America is merely trying to to prevent Microsoft to go several steps closer to bankruptcy. So they are setting (in my personal believe) the status for Europe to shun Chinese firms. Yet the larger setting is that they are merely setting up the shop for Tencent to become close to an Arabic and Asian provider to entertainment. So in 2-3 years when Tencent, TikTok and Huawei grow beyond their borders we will see the scared Europeans go overboard and let them into their areas and as I see it Tencent is on the brink of shutting Microsoft out of a population of close to 3 billion people (Asia, India, Arabian nations, Indonesia and Bangladesh) and as such as they get the people on their side Europe with over half a billion people will be joining them as well. Microsoft might be a 3 trillion company but I reckon that in a year with failure after failure, their vaults and coffers will look rather slim-lined. 

And for the people thinking I am bluffing, well, you are allowed to think that, but consider a small setting. Microsoft lost to Nintendo and Sony and all we get all the junk news like that they are working on a handheld computer. The problem is that Nintendo is already there and Tencent is coming as well (exact time unknown to me). So Microsoft is already in third place and it will get worse from there, because you need people in the end and they are somewhere else and now that they are ‘advocating’ cloud gaming with TV’s we need to realise that this require too much bandwidth, as such that ship is sailing fast towards the abyss of failure (as I personally see it). Then we get their Surface pro and the short and sweet is that it is nowhere as useful as what Apple has. I see that as another failure. You see in the 11 years that contraption was around, it did not push Apple from the winning pedestal. No matter how much they spin the story. And when you consider that gaming and tablet as well as the fact that Blizzard and Bethesda were bought for 75 billion. So how much did they make? Nowhere near that much and Starfield was a bust from the beginning. Billions in the Surface pro and that is not paying off either. So how many failures can they survive? And now Tencent is entering gaming with the option to create serious waves. It is the impact of innovation. As I see it, spin gets you nowhere and now the new spin for players like Microsoft is to let the administration deal with the Chinese and with the return president elect Trump Microsoft is cheering as President elect Trump is anti-Chinese. But the trouble isn’t what they have. It is that over 4 billion do not see America as the centre of the universe. Which gives Tencent an option and when (speculative) Tencent will adhere to the stage of Harmony OS, the setting for Microsoft and Google goes down a mot more. You see HarmonyOS joined iOS and Android on the world stage. Yes, it is a mere third place, but every step they make is one that Apple and Google lose and Google has more problems because of the stupidity of the American legal system. They are just slicing pieces of the revenue pie for Huawei to take a bite from and as Huawei grows Google and Apple will lose some market share. And as Huawei and Tencent connect they will both grow stronger. How strong? That is not easy to say, but the small beginning will endure over time and America pushed for this and now it is too late. As the market changes Huawei and Tencent will robustly grow to some effect. Now we get the ‘accusation’ that Tencent is part of the Chinese military companies, which is formally known as the Section 1260H. And that is a nice game, but the others (pretty much all others) want to see evidence as Europe and the Commonwealth will demand evidence. They are seeing what revenue these two players bring and Microsoft merely brought failure after failure. As I see it innovation talks and failure walks alone and when someone will consider the turncoat metrics of Microsoft trying to get whatever they can as their console and tablet fails to do. As for Azure? It is lagging behind AWS (Amazon) by 50%, so don’t get your hope up. Another failure as I see it. So how much revenue is lost over these three parts only? So as the secretary of the Pentagon is not too busy (Miss E Dens) we would like to see the evidence that Tencent is part of the Chinese military. I don’t say it is not, I merely want to see evidence for a change (we never saw the WMD evidence, or the Huawei evidence), just for argument sake.

Have a great day, my Wednesday started 3000 seconds ago.

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November 30, 2023 · 02:23

Memories

We all have them. And for a lot of us it goes back to almost simpler times and we miss them. As such I was hit by them when I got to the page (at https://www.tomshardware.com/news/windows-xp-wallpaper-takes-spot-on-microsofts-new-ugly-sweater) with the appealing title ‘Microsoft’s 2023 ugly sweater lets you wear the famous Windows XP wallpaper’ I had to read it. You see, I was never aware that they had an ugly sweater and one could say that it is so ugly, it is actually cool again.

That is not me. You see, the Bliss image takes me back to 2004. Things were simpler then and to be honest, I have never known a negative day with my XP, not with Office, not with the Adobe suite. In those days things actually worked correctly. Yes, they screwed it up with Vista, but that is the nature of the beast. 

I was set in a stage of things working, Microsoft not being evil (or more accurately not being stupid). Bliss and XP took me back to the good times and that matters to a lot of people, we all revere the good times we had (or have). The really odd part is that for the bulk of all people, the good times is in the past, in some cases the distant past. 

As such, whomever brought life to this idea at Microsoft has earned a raise. To be honest I did not expect Microsoft to ever surprise me, but they did. And for all the good times reporting they are giving the world with expectations being surpassed. Lets not forget that they just spend well over $65,000,000,000 on a setting that has given them a few issues. One voice gives us “Bethesda tried to make a brand new game concept/idea using old ideas and an old game engine. It just didn’t work. Even modders will have a hard time because the game engine is one of the biggest problems and modders can only work within the limitations of the engine”, you think it is the big tamale, but it is not. You see, most people will overlook the fact that fixing the game is seemingly in the hand of modders. So, when did you rely on your price turkey being fixed by a third party? Add to that the redfall fiasco and you have the making of a problem and the beginning of what I would consider a fiasco. We see all kinds of news on exclusive games coming in 2024, but the larger setting is already that the games they have so far just aren’t adding up. You see I do not care about the Xbox, I dumped mine. What is important that Sony games were better because Microsoft was on their heels, now that the PlayStation has an overwhelming advantage, they might not go all out on the PS6 (whenever that one comes). Good gaming is where it is at and that is why I have been handing over gaming IP to the independent developers (as long as they were not releasing on Xbox). Simple, Microsoft bought it all, now they can prove they actually have it all and have good gaming solutions WITHOUT my IP, they paid enough for it, so now prove it.

In the end this started with the sweater, because that showed us our memories for better and simpler times. It matters to me because the Xbox360 was awesome. Now we see that the Xbox One and the two iterations after that, they are nowhere near what they had. They might claim they have the most powerful console in the world, but the Nintendo Switch being the weakest of them all had much better sales results. It is that bad for Microsoft. We see the mention that Azure is doing better, but what we aren’t told is the simple fact that Oracle saved their bacon. Bing currently has a market share of 3.02% or Microsoft has failed to pick up even 3% of market share in its 10 years of selling Surface PCs. A mere 11% against the 39% that Apple has with the iPad, a superior system. We can argue on how it will come (not ever likely), ore can see that consider that Microsoft is the De Ponzi solution to tech schemes (a I personally see it). Buying more and more and when it does collapse (still set for December 2026) this all falls away. I reckon that late 2025 people will start to realise how dangerous Microsoft has become and I reckon that a early indication will be that Azure users will move towards the AWS flock. It is a speculative view but I believe that I will be proven correct in a years time. The fact that Microsoft is either in denial or refuses to see this is up for debate. But the surprise was the ugly sweater, that win they deserved and according to some sources is almost sold out, so they have that going for them. So what revenue was theirs? And how much revenue are they not getting from their Surface Pro, their Xbox, their Bing and their Azure? That is merely four sides where they never got any decent traction. So what happens when a Google/Adobe partnership impedes on their Office and Office365 setting? How far from home will they be then? Their Office solution is keeping them afloat. For the most their Excel is doing all the heavy lifting. Their Outlook showed issues in the last 24 hours. So when others come calling with solutions that actually work Microsoft will have a a lot more problems and no sweater will save them then. 

Believe me, don’t believe me. It is up to you, but when you start looking at multiple reliable sources the puzzle becomes a reality and it is not a pretty picture, no bliss in sight.

Enjoy the day.

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March 1, 2019 · 11:38

The BS of Software and hardware

 

We all have that moment where we wonder where ethical boundaries are. Where is the boundary of deceptive conduct, where is the boundary of profiteering and who knows what a moral centre is?

From my point of view Microsoft skates on every boundary not really giving a damn, especially giving a damn and regards towards their consumers.

The consumer has been deceived for a long time, Microsoft will never call it that, but Computerworld (at https://www.computerworld.com/article/3342416/new-non-security-win10-patches-fix-numerous-bugs-but-wheres-version-1809.html) gives us: “you’ll only get them if you manually download and install them or if, in Windows Update, you click Check for Updates. That’s a deception I’ve railed against for months, but apparently somebody at Microsoft thinks that being a seeker – clicking Check for Updates – gives the updater permission to install these lurking patches, without notification or consent.”

In addition Variety gives us in part more with “New hardware sales dropped 6.1%. That drop, GameStop says, was because of 2017’s strong Xbox One X sales, but was also offset by strong growth in Nintendo Switch sales. New video game sales dropped 8.3%“, with an added “Microsoft has seen the following growth as a result of Xbox Game Pass“, which is in all honesty an awesome deal for any gamer, especially as the price would be great at twice the amount, there is no denying that. Yet every indication I have seen gives me the clear indication that the 8.3% drop might be including the Game Pass offer as that is also new video game sales. You see all those new mighty titles that were added with the launch day premise is part of new software sales making the hardship of Microsoft a lot harder than we thought it was. Tech Central adds to this with ‘Microsoft’s Surface sales edge $2bn despite chip shortage‘, you might think it is good, Yet as a surface is set to $1350, the math gives us less than 1.5 million surface pro systems sold, which on a global scale is really bad news. When I expect my own IP to do at least twice that amount, the entire stage of Microsoft is just faltering on too many levels.

Their approach to gamer exploitation (too much advertisement on the console home page, leaving much less space for game icons to start, the never ending pushed Microsoft advertisement on our consoles without the option to switch it off, the news giving us Nintendo Switch Sales Pass 32 Million in under two years, whilst the estimated lifetime sales of the Xbox One is now around 41 million (in 6+ years), that so called ‘strongest console in the world‘ equaled now by the weakest console, exact numbers are unknown as Microsoft is no longer giving us exact console sales numbers.

We saw only two weeks ago on how all surface laptops and tablets are getting massive discounts, sales are not good. From my point of view, Microsoft played a very dangerous game and comes up short. The short selling of hardware, below essential needs to push for accessories, consoles that are too shallow, with a mere 1 TB whilst the going need for basic use passed the 2 TB point two years ago, no corrections were ever made. When we take a critical look at the Financial Express article (at https://www.financialexpress.com/industry/technology/satya-nadella-bullish-on-microsoft-surface-sales/1472634/), and consider “Revenue in personal computing was $13 billion and Surface is now almost a $2 billion business for Microsoft” most will ignore the hidden parts of too few Surface systems sold, the increased discounts making revenue interesting, yet profits would decrease to almost zero. It is the stage of badly expecting the needs of the consumers. It goes from bad to worse when we see VentureBeat giving us: ‘Microsoft really doesn’t want you to buy Office 2019‘, with the added “Microsoft today launched a marketing campaign pitting Office 2019 and Office 365 against each other. The goal? To prove Office 2019 isn’t worth buying — you and your company should go with Office 365 instead.” It is product versus SaaS, and they want Software as a Service to win (likely for tax reasons which is purely speculative from my side). There is also the need of more and more commitment, subscription versus one off sales. So when we see: “Office 365 includes fully-installed Office applications — the latest versions of Word, Excel, PowerPoint, and Outlook. But those apps keep getting better over time, with new capabilities delivered every month“, it would initially make sense to get the subscription. Yet I do not want to be online all the time, having to connect is just too much of an inconvenience when I travel and all the excuses that Microsoft hands us are not getting accepted by yours truly. As for the bugs, we need to be fair here, MS Office is so huge, a bug free version is pretty much out of the question, the issue is, does it actually impact you? The few bugs that bug me only happen in extreme situations and I have for the most used Office 2012 without any hitches. If there are ugly bugs, I never really stumbled on them, another reality we need to accept, but it is not about acceptance.

You see, all this got started with ‘‘We won’t be war profiteers’: Microsoft workers protest $480m army contract‘ (at https://www.theguardian.com/technology/2019/feb/22/microsoft-protest-us-army-augmented-reality-headsets ), you short change consumers, mislead people on a global scale through carefully phrased words and you have an issue with a defence contract? It is even worse when we see “Workers say augmented reality headsets provided to US army risk ‘turning warfare into a simulated video game’“, it is from my point of view that these people have no or almost no comprehension of warfare. The images are those of warfare and terrorism, if we can diminish that impact on US soldiers, why would the Microsoft employees resist? In addition, in the shown concept image, if the mini-map keeps them alive, for Zen’s sake give it to them. When I see the lack of ethics that Microsoft has shown with their concept of what is perfectly acceptable and legal, the response ““We did not sign up to develop weapons, and we demand a say in how our work is used,” reads a petition being circulated inside the company, a copy of which was published on Twitter on Friday afternoon. More than 50 employees had signed the letter as of Friday afternoon, according to an employee“.

The response fails on two levels. In the first the augmented lenses are not a weapon, it is a tool and we can go as far as calling it a tactical tool that could give an edge on military and police. Consider the chance that these glasses prevent any innocent person to get shot as they were unlucky enough to get in the middle of it all. In the second part as we accept ‘how our work is used‘, we need to also accept that these employees knowingly and willingly were involved in exploiting consumers; you cannot get it both ways. And if they accept that then they have to be willing to go out and state: “We knowingly exploited consumers as this is part of our income and optionally our bonus!” If that would be the case and whilst the architectural flaws remain in the Xbox One, the lack of connectivity in the Surface devices, I really believe they should shut up or get out. It is their choice which of the two they select.

 

Now, I will accept that for some civilians the expression: “Under the terms of the army contract, however, the devices will be used to “increase lethality by enhancing the ability to detect, decide and engage before the enemy”” is awkward and harsh. The Pentagon sat on a live grenade a little too eagerly. The tactical setting should have been: “Under the terms of the army contract, however, the devices will be used to create increased awareness of the area, to be able to see hostile actions before they could have normally been aware of them and to decrease the chance of civilian casualties through people caught in that area without any feasible option to avoid harm.” Basically the same setting yet phrased a little different (Microsoft knows all about phrasing, do they not? In addition, the entire quote “The application of HoloLens within the IVAS system is designed to help people kill. It will be deployed on the battlefield, and works by turning warfare into a simulated ‘video game’, further distancing soldiers from the grim stakes of war and the reality of bloodshed” is open for debate. When you fire and actual firearm, the noise, the blow back of the weapon, it will not feel like a video game, not in the least. I also have an issue with ‘is designed to help people kill‘, the device does not give you skills to kill, it does give the imagery that could avoid one getting killed in the process and that is still an important factor. Add to this the need to keep civilian casualties at zero whenever possible, the part that this enables if a clear stage that a better equipped soldier gets a better chance in keeping 100% of the civilians out of harm’s way. Interesting that these so called ethically high ground Microsoft employees never gave that much thought. Although, seeing my Xbox One icon bar where 50% is used for advertisement as well as the push for more subscriptions is also an ethical debate, especially when the person who paid for a gaming console has no way of switching that part off. In that frame of mind, the Microsoft employees are actively promoting psychic assault, did they consider that part?

I wonder just how convoluted a person needs to be to walk away from half a billion dollars, a device that could save lives, it is interesting that that was a side that no one gave any attention to (media wise that is).

I am not stating that there is a negative side to this device that would be ludicrous as well. Yet if DARPA had not gone to the length it did to get us in 1970 ‘ARPANET, a pioneering network for sharing digital resources among geographically separated computers‘, we would not have the internet and we would not have e-commerce, did they consider that?

These Holo-Lenses might start in defence, yet they can go so much further. Rescue operations (finding life signs in natural or unnatural disasters), medical solutions that give surgeons direct layered information during an operation. In a large hospital not a big thing, but in small rural places, it will be a life saver. All issues that cannot come because these places do not have the billions needed to fund it, the military does and the visionary on these projects can see what else it can be used for. So when we get a couple of Microsoft sissies cry for a ‘ethics review board‘, they should consider the millions that do not want to face forced advertisement on the device they bought, or a diminished device that requires all kinds of accessories and storage to be regarded as actually functional. Their consumers have rights too, but that is apparently not in their frame of mind.

It seems to me that Microsoft has two filters, one for when things are really good and when for when that is not the case. It does fit the style of the military (making them a good match) where clothing is only available in two sizes, too large and too small. Go figure!

Have a great Friday! (60 hours until Monday morning)

 

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