The New Disruption in Computing

Since 2000, we've been progressively bumping into limits, or end-points, in all areas of silicon technologies. Some I've mentioned previously.

The thesis of this piece is the Next Technology Disruption is No Disruption, No Revolution:

instead of exponential growth of technologies, decreasing unit prices and increasing volume sales, we're now seeing zero or slow growth, steady or increased unit prices (especially if supply-chain is disrupted), and in all but a few market segments, sales are in decline and profits are stressed in many vendors. I believe these are linked.

Microsoft, IBM and the Price of Success

Microsoft's business is now clearly "under performing" with even the Board admitting it. Steve Ballmer has finally been pushed out. The MSFT Board could've followed IBM in 1993 and appointed an outsider, but they chose an long-term insider.

The imminent "death" of Windows-XP (8-Apr-2014, free security updates end) shows, in my mind, a clear misattribution effect by Microsoft: they've confused cause and effect, that people bought their brand, not just a "standard" commodity product.