Slide 1: Microsoft TechEd 2006: An IT Investment Research Microanalysis itinvestmentresearch.com Copyright, 2006, Dennis Byron
Slide 2: Analyzing TechEd 2006 from the Microsoft Business Unit Perspective Client-Vista  Servers and Tools-LOBi Ecosystem  Business Solutions: Dynamics AX 4.0  Servers and Tools-Compute Cluster 2003  Other-Interoperability Council  Note that Microsoft combined its seven FY 2006 business units into five as of July 1, 2006. Specifically Business Solutions and Information Worker were combined along with the “Exchange business” from Servers and Tools to make a new unit May 24, 2006 Copyright 2006, Dennis Byron 2
Slide 3: Microsoft Business Units Convergence: Not Just a Management Convenience Client: The User/ Consumer “Experience” E&D: Home/ Entertainment “One Company” Online: 24x7 Lights-out Infrastructure S&T: The Developer Experience Business: Business/ Public Sector May 24, 2006 Copyright 2006, Dennis Byron 3
Slide 4: Client: Vista (Office 2007/Etc.) Revisited  On the surface:  Things are on schedule; not too worry; use the beta and we’ll be there  IT Investment Research nugget: Very few hints at what they are doing vis a vis “Web 2,” the next great IT frontier  They don’t want to be accused of trying to “freeze the market” and thereby face more anti-trust action  May 24, 2006 Copyright 2006, Dennis Byron 4
Slide 5: Servers and Tools: Line of Business Interoperability (LOBi) for Sharepoint  On the surface:  Good technology matching SAP ESA/BPP approach based on NetWeaver  IT Investment Research nugget: A “Back to the Future” approach where user organizations start “writing” more and more of their applications “in house” (as opposed to using “packaged applications”)  Pits Servers and Tools unit vs. Business Solutions, which is good for investor  May 24, 2006 Copyright 2006, Dennis Byron 5
Slide 6: Business Solutions: Dynamics AX 4.0  On the surface: Industrial strength ERP/SCP from Microsoft for the first time  The “partners” didn’t dance the “Duet” for very long   IT Investment Research nugget: Dynamics AX 4 is an LOBi application just as mySAP is an ESA application  Microsoft has as solid a story as SAP’s BPP and more solid than Oracle’s Fusion mishmash  May 24, 2006 Copyright 2006, Dennis Byron 6
Slide 7: Servers and Tools: Compute Cluster 2003  On the surface:  Engineers, scientists, researchers can scaleout their HPC needs at low cost Many things we take for granted today in business and commerce grew out of the last wave of HPC developments Load/sell airliner space at the last minute  Pinpoint marketing special financial services “products” tailored to demographics  Etc.   IT Investment Nugget:  May 24, 2006 Copyright 2006, Dennis Byron 7
Slide 8: Other: Interoperability Customer Executive Council  On the surface: Five EU members vs. only three NA  Five government and only three business   IT Investment Research nugget: This was all about pacifying the EU and look where it got Microsoft (another $xxx fine 7/14)  Microsoft should “pull out” of the EU and prosecute piracy vigorously  May 24, 2006 Copyright 2006, Dennis Byron 8
Slide 9: Overall TechEd 2006 Commentary and IT Investment Research Affect  On the surface:  Great tech community loyalty despite the elitist position of some other IT Top 12 leaders that Microsoft equals poor technology No one but Microsoft can totally pull off the consumer/business IT convergence that is coming The seven/five business units are a bureaucratic/management “convenience;” think one company  IT Investment Research nugget:   May 24, 2006 Copyright 2006, Dennis Byron 9