The Fall Of Once Great Companies

In technology, you can always trace the fall of once great companies to a point in time when they seemed unassailable and/or were at a clear inflection point but missed the opportunity.

The problem for companies is the market has changed at a pace most are struggling to match.

Examples:

Kodak

Kodak, which has just filed for bankruptcy protection missed the shift to digital photography, despite inventing key technology that we take for granted today.

RIM (Black Berry)

RIM, once the absolute master of enterprise smartphones is looking increasingly precarious having failed to make developer life easy and refusing to bend to hardware/software trends in mobile.

Oracle

Oracle insistence on gouging customers – or at least giving that strong impression – will drive customers away at precisely the moment when it believes it is invincible. Oracle database supremacy is going to start coming under real threat as business intelligence solutions built in the cloud eschew Oracle for open source alternatives.

SAP

SAP moves towards cloud with the SuccessFactors acquisition leave far too many imponderables for me to be sure they can transition. They’ve tried before and failed.

Microsoft

Microsoft shift to ‘post-PC’ is dangerous for Microsoft. It’s dangerous because it’s a big transition. Windows is very much a PC product, and much of what makes Windows what it is simply won’t carry forward to ‘post-PC’ devices.

Intel

The world moves towards mobile devices where Qualcomm/ARM play best.
Intel’s smartphone and tablet chips need to show they can push out ARM-based devices. The only sure bet for Intel is that it’ll continue to dominate the data center.

The problem for both Microsoft and Intel is the market has changed at a pace both are struggling to match.

Resource: Wintel: beginning of the end or end of the beginning?

Advertisements

About Ahmed

Software craftsman, programmer, developer, system/business analyst, DBA and PM.
This entry was posted in Apple, Companies, Intel, Microsoft, opportunity, Oracle, Predictions, RIM, SAP. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s