Windows Weekly 359 (Transcript)
Leo LaPorte: It’s time
for Windows weekly. Paul Thurrott and Mary Jo Foley are here, its official. Come Friday, Microsoft takes Nokia and you won't believe
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Leo: This is Windows Weekly with Paul
Thurrott and Mary Jo Foley. Episode 359 recorded April 23, 2014
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It's time for Windows weekly, time to talk about Microsoft the most exciting
company in technology today and with us to do that the two people who wisely,
many years ago chose Microsoft. It's been an up-and-down voyage.
Paul Thurrott: Leo have you ever seen the video with
all the people pushing the thing in a circle and then eventually only Arnold
Schwarzenegger is left?
Leo: Yes, that's you.
Paul: That’s us.
Leo: You and Mary Jo are there Arnold
Schwarzenegger's…
Paul: That’s not so much a calling as it is
a...
Leo: I've mentioned this before but 2013 was
the most exciting year for Microsoft in a long time and 2014 is shaping up to
be very similar and I think it's a good time. Paul Thurrott is here from the
super site for Windows winsupersite.com. He's authored many books about Windows
and Windows phone and so forth. And he's also an analyst for Penton Media and
writes for Windows IT Pro magazine. Mary Jo Foley is found on the ZD network
where she hosts rights posts and frequently stirs up the all about Microsoft
blog allaboutmicrosoft.com and there are not too better people covering this
subject in the world.
Paul: That’s what I would say.
Leo: That’s how I feel about it. I feel
strongly that way. I'm constantly, constantly proud that we have you on our
network. And I say that because Todd Clinton is sitting in here and I just want
to make Todd Clinton jealous. That’s mean.
Mary Jo Foley: It is.
Leo: Yes it's really mean. Todd is the share
point guy. I didn't know this but the SharePoint conference is going on in the
city right now.
Paul: What?
Leo: Isn’t it? Am I wrong?
Todd: It's
VTEC.
Paul: So it's not the Microsoft SharePoint.
Leo: It’s somebody else's. Some other guys
SharePoint. They all dress up. It's kind of fun. They all dress up like Clippie
or other Microsoft characters.
Paul: Oh, it's that kind of conference.
Leo: It’s a con. Not a conference, it's a
con. Nice to have you back in studio Todd. So if anybody has any SharePoint
questions will just fire them off for Todd. I was a little perturbed somebody
called the radio show and said, Microsoft is no longer going to provide updates
for Windows 8.1 and I said what come on that's not true but apparently- explain
to me Mary Jo because I saw this and then I went and looked at a blog on tech
net and that said if you have Windows 8.1 – Windows 8.0 your’re cool - but if you have Windows 8.1 you've got to update it.
Mary Jo: there's a whole bunch of pieces to this
post in this story but originally when Microsoft came out with an 8.1 update.
They said we're going to give everybody 30 days to implement this and if you
don't before the patch Tuesday that falls in May. You're not going to get any
more updates or fixes so there was a lot of outcry especially among business
users not so much consumers because most consumers have automatic updates so
they're going to get it anyway.
Leo: Right it's a free update and you're
going to get it anyway.
Mary Jo: Right. So businesses were like weight
we need more time than that we can't test it that quickly. And even though
Microsoft said you don't need to test that everything's going to just work - so
now that they've given business customers who deployed through the WS US and
system center an extra hundred plus days, so they don't have to deploy it until
August now. You have to deploy it if you have someone on Windows 8.1. You have
to move to Windows 8.1 update by that time or no more updates for you. I think
that's enough time.
Leo: Is there a technical reason why they
want to do this. What's the story?
Paul: This is the overlong part. When
Microsoft services its operating systems they usually have some kind of the
baseline that they build off of and in the old days this would have been a
service pack.
Leo: You couldn't get updates if you didn't
do XP service pack too right?
Paul: Yes, at some point. At least there
might be different sets of updates for different versions, it becomes a
servicing point. I think the problem with Windows 8.1 update is that people
look at this as if it's a new version of Windows because it certainly does
change things and all that stuff but really, all this is; is a set of updates
delivered over Windows update just like any other updates and the OS version
hasn't really changed. It's still Windows 8.1. This is now the baseline. So
it's sort of the pre-requisite for future updates. So when you go to Windows
update 60 days from now. If you haven't updated since today you'll get this
first and then you'll just get the other updates.
Mary Jo: Right, it's cumulative, and a lot of
people don't realize that.
Paul: I don't know if it's cumulative.
Technically, but it's similar thematically, to how Microsoft updates Windows
phone. They have these updates and their cumulative and there are some people
out there on Windows phone eight update two, some on update three and so forth.
Leo: It happens this way with lots of things
video games. You're not going to be able to apply the new update. If you
haven't applied all the previous updates my Sony PlayStation. If you don't apply
all the updates previously you can't do the new update.
Mary Jo: Everybody wanted to say your alarm is
sounding… You aren't going to get an update. Technically, that is correct but
without explaining the reason and how that affects…
Paul: Oh no that's correct. Microsoft hates
businesses make no mistake about that.
Mary Jo: Right.
Paul: We cannot deny that fact. I've heard
from people who are worried about this kind of thing and specifically through
WSUS having time to do it having time to test it and so forth and being
required to do this. They don't like the language of it but I don't see this as
a huge difference.
Leo: I think you're right. I think this
makes sense now. What's weird is if you're on Windows 8.08 you didn't do
Windows 8.1 update then you're all right. So confusing!
Paul: Windows 8.1 is a little weird. Part of
this is that – we’re really seen this with the new PCs all the new Lenovo PCs
for example; already have update one at the baseline. It's import because, and
I just did just this last weekend I brought my old ultra-book back to Windows
7, which is what it came with using the built-in cover a stuff and proceeded to
go through the various updates to get it to Windows update 8.1. There are a lot
of them. If you go to Windows 8 download all the junk and then go to 8.1 and
then download and there's multiple reboots multiple prerequisites before you
can even get to 8.1. There is just so this gives you a kind of the baseline to
work off of.
Leo: it does give you the impression that
there might be something going on with Windows 8.1 that is not going on with
Windows 8.0. It is just puzzling to me.
Mary Jo: I bet it's also about developers. If you are writing an app for Windows 8.1. There is certain things you want to be able to count on happening.
Now because of some of the changes that they made with Windows 8.1 you have to
do certain things slightly different from how it would behave with Windows 8.0.
So if you're a developer you want a baseline.
Leo: And because there is such a big
difference in 8.1. They don't want to force people to go from 8.02 8.1 is that
it because ideally you'd like everybody on 8.1 update one?
Paul: They can do that. Windows 8 is a
business product it has a support lifecycle. Obviously they want people to
upgrade and honestly, most people on Windows 8 should upgrade, but no they can't force them to do it.
Mary Jo: I think there's probably a difference
too because… The way they rolled out Windows 8 through the App Store and then
Windows 8.1 was an update so those are two very different ways of getting the
operating system.
Paul: I think what you meant was the other
way around.
Mary Jo: Yes, sorry I reversed that. So two very different sets of things going on in how businesses and
consumers find and think about updating and look at those updates.
Paul: I can only imagine what most businesses
thought of 8.1 in the sense of how it was delivered. Really crazy!
Leo: What they would want is to do it
through Windows update instead of the App Store?
Paul: Obviously I'm sure they have their
methods for doing all that kind of stuff. I think Microsoft was doing - oh,
this is how people update us. They are used to this. It's fun so we’ll download
a 4 GB OS update through the store and then everything will be fine. That's not
what businesses are looking for.
Leo: I'm sorry this wasn't even on your list
of things you wanted to talk about.
Paul: It’s a good thing to talk about
actually.
Mary Jo: It is.
Leo: It got some attention. I wanted to make
sure that I say the right thing on the radio show. Basically you guys are my
advisors…
Paul: You know what happens on my website in particular
I'm not sure about Mary Jo's. But I have a hard time going back past a certain
amount of times of depending on how much I've written in the past week it's
hard for me to remember what we did talk about last week. In this case because
we're on a Wednesday there is probably stuff that happened on Thursday that I
no longer can remember.
Leo: Welcome to my world Paul.
Paul: So if it happens the day after Windows
weekly, the chances of it getting on next week's show are not good.
Leo: Imagine me. I do a couple of shows
every day so I can never tell - I know we talked about it but did we talk about
it last week.
Paul: Mary Jo and I talk about stuff and we
e-mail with many people and I'm on twitter all day long. And I think I've
talked about this - this topic has been discussed.
Leo: Now we can get to your list of official
items.
Mary Jo: That was great for first one actually.
Paul: What comes next?
Mary Jo: Right, as soon as Microsoft launches a
new version of Windows or Windows phone or any operating system. Everybody is
already saying what is next. I haven't even tried this yet but what's next.
Because they called this thing they launched at build Windows 8.1 update it
made it sound like that was it. There was an update and the next thing is
probably Windows 9 but sources have told us that is not the case and there is going to be another update probably around August and
we don't know what they're going to call it. We don't know if they're going to
call it Windows 8.1 update 2 or Windows 2 or how they're going to differentiate
it from this first update, but they're definitely tracking towards having
something around August. Again through the Windows update as the deliverable so
out on a patch Tuesday probably and we think the new start menu may be part of
what is in this update. And they showed that start menu just as a concept, a
working concept during Build in early April in San Francisco. We don't know if
that's exactly what this start menu is going to look like. We don't know if
it's going to be optional or it's going to look different on touchscreen or PCs
versus non-touchscreen. We don't know any of that right now. But there
definitely is something coming around August and the reason is instead of going
on the every 1 year cadence that they had established to be the new rule for
Windows they are now trying to do something where they are saying to the
development team go with seeing how much you can get done in this sprint in
three or four months and at the end of that whatever you get done, we're going
to ship that. That is a huge difference for Windows is built. I can't even
explain how different that is. Instead of having the three-year here we're
going to have this long plan. We're going to list out everything that is going
to be on and if you don't make certain milestone dates that will get tossed.
This is more of a race, a race to just get more functionality, more features,
fixes out to customers, way faster.
Leo: Because of the web this has become a
very common… Whoops, it looks as if we've lost Paul. Can someone get me Paul
Thurrott, pronto? This is kind of the modern way of development thanks to the
Internet and the Web is to ship early, break it, get input and iterate on top
of it. There is a long different terms for this. So it sounds like Microsoft
kind of acknowledging that that is the way that they are going to start doing
Windows from now on. It has its pros and cons. It is fine for an app. When you
are doing a platform stability is a high priority on a platform. Consistency and stability - so failing early breaking that
iterating on it and improving it. That makes sense in an app. I don't
know if it makes sense in a platform. This is going to be controversial.
Paul: I’m sorry, can
Mary Jo explain what's happening after Windows 8.1? I missed pretty much all of
that.
Mary Jo: I can give you the TLDR version. They
are going to do Windows a lot faster and in more bite size pieces. So, my point
was instead of this long planning process that they used to have with Windows
even in the one-year timeframe that they were doing. More recently now they are
going to be doing sprints.
Paul: I like it. I sort of take a message
here to be that we are not going to adhere to some arbitrary schedule. Windows
8.1 taught us one year is a good amount of time or… Let’s put this stuff out. I
think that is the thing that has changed. Remember back in January we were
talking that Windows 9 would probably include various things they start menu
and floating windows and so on and so forth. I think the thing that has changed
since then is Terry Meyerson and his crew have looked at this and said what if
we could do it faster? Why not do it faster?
Leo: Why hold onto it for two years?
Paul: I talked to him and I talked to Joe and
I said, you guys were kind of cagey how you described
it. You were saying these things would be delivered in the coming update to
Windows 8.1 and they said yup. They said you didn't say when or what the update
would be called and he was like yup. In the old days, we would take that to
mean that you were worried it was going to be late. The more I talk to these
guys and no one said this but the more it occurred to me just talking to them.
I think they are thinking about whether they can deliver it more quickly.
Leo: It’ll be done when it's done, and we're
not going to have an arbitrary schedule.
Paul: it's the same sort of thing with
Windows 8.1; in old releases of that OS they would have all this social
networking integration and whatever forms of integration in the OS. But as
those services were upgraded Windows phone couldn't be updated back quickly.
There was no way to push stuff out to users. So you kind of de-couple it from
that kind of monolithic OS core and then you can update things more frequently.
Leo: That is an important distinction. So it is not agile in the sense that you're
going to ship it break it… You're going to have a rock solid platform. You're
not going to skimp on testing, but when it is done you will ship it, is that
right?
Mary Jo: I’m sure there is going to be internal
testing - they're not going to just say okay done, ready throw it…
Leo: Not going to say we don't have to test
as much.
Mary Jo: No, I don't think that is going to
happen. Although I'll tell you on Azure. I've talked
to them about this and they are definitely in the mode of fail fast right now.
There are like let's throw this out there and see in a day what people think of
this feature isn't working is it not working because that is the cloud right.
You can just always update those very easily. But on the operating system
that’s a different thing because people download it and implement it the
benefit breaks all your stuff, you're like, wait, what just happened?
Paul: That is the potential downside here
because you can test things. All you want but once you get it into the hands of
millions or tens of millions, hundreds of millions of people all of a sudden
you see weird problems that did not crop up during testing. Getting a locally
installed OS upgraded out the world becomes very difficult compared to
upgrading an online service. So we'll see how it goes. This is kind of new
territory for us.
Mary Jo: It’s a whole new world.
Leo: By the way, I will mention I know
people are right now saying there is noise in Paul's feed. We know that and
we're working on it. I don't think it is so bad though.
Paul: I’m hoping it'll be fixed by next week.
Leo: So don't worry, we do know about that.
While we try not to do that remember we're making this up as we go along.
Paul: What did Mary Jo just say? I am fading
fast.
Mary Jo: You are failing fast and reiterating.
So that is very interesting and it's also going to be interesting to see what
falls into which kind of bundle. My sources are saying yes start menu might be
in this it is not definite that it is going to be in update 2 but the thing
that is even less likely to make it into this update is that idea of having
Metro style apps in floating windows. That was something else they showed at
build but that may take a little longer than three months or so. So I think that's is something that still might go into a future update
if there is yet another one or Windows 9, which as far as we know this still
spring 2015.
Paul: One of the things I've heard from many
people and this is understandable, but it also kind of betrays a lot of
understanding of how things work on that kind of Microsoft side is - third
party companies like Star Dock can create these utilities that add these
features that Microsoft is talking about delivering sometimes over the next
year. Why can't Microsoft just do this if someone has already shown them the way?
The support nightmare and considerations that Microsoft has when they ship
something as part of Windows is dramatically higher and bigger and uglier than
anything Star Dock may ever face. Star Dock serves primarily an enthusiast
audience with these kinds of utilities. They're not going to learn to the sorts
of problems and Microsoft will have around things that most of us don't think
about everyday - the sheer variety of platforms that are out there in the
world. Give them some credit. I think Microsoft is moving as quickly as they
can on this kind of thing, but it's not as simple as… Star dock has already
done it, why can't you just do it now? It is a little more complicated than
that.
Mary Jo: There are a few other pieces related to
this. When I got to interview Terry Meyerson fairly recently. I said to him are you guys going to try to sync up the updates that you do with
Windows phone and Windows because now it's all one big team a unified operating
system group at Microsoft. One big happy family or at least
trying to be a happy family. He said no that we should not think about
because we know that with Windows phone eight there were three what they called
GDR's - General distributional releases, later known as updates between the
time of Windows phone eight being released and Windows phone 8.1 being released
so we shouldn't just assume every time there is a phone update. Going forward
there is going to be a Windows update that coincides with it. It's not going to
work like that and it shouldn't really work like that because there are
different needs on those 2 different platforms right now. The rumor about
Windows phone is that there is going to be at least two different updates for
that coming after Windows phone 8.1. The word out there is that the first of
these updates will be sometime around this summer, and it's going to have some
kind of gesture recognition capabilities in it. Microsoft has formed a publicly
they haven't even said that there are going to be updates for windows phone
after 8.1 but it is worth remembering that just because something is happening
on one platform doesn't mean that it's automatically going to be mirrored on
the other, or that the dates are going to line up. Those two things are
happening kind of in lock step but in parallel tracks. That is something to
keep in mind as we start seeing what happens also, after Windows phone 8.1. I
guess we should revisit to what we have heard said about what comes next for
windows in general, which is - Microsoft, we think it's going to be simplifying
the SKUs for windows as they march towards Windows 9. We think there are only
going to be three by the time windows nine ships. This is all information from
sources too. One of them is going to be some kind of a SKU that is a consumer
SKU that will work on phones and also cheaper, smaller tablets, and that SKU
may work on both Arm and Intel, probably Intel atom. That SKU will also
probably not have a desktop in it so it will run like a C
apps because the phone obviously doesn't have a desktop. Then there are
going to be to others we think one is going to be a regular pro equivalent,
which will have a desktop and be able to run C apps and then there will be
another that will be strictly an enterprise SKU for people who need all the
high-end capabilities. If what we've heard is correct we think that first SKU –
the modern low end SKU is going to be free for everyone and the other 2 are
still going to be paid. Now a lot of this is still up in the air in the very
early planning stages on their part but things could change. That’s what we’ve
heard so far about that.
Paul: I always wonder about the subscription
angle and it’s not really clear yet whether we could call Office 365 kind of a
block buster success with consumers in particular. Obviously there are millions
of people who use it. I think just sort of from the consumer prospective and
user prospective; one of the best things about that service is the really
liberal licensing terms for Office. Previous obviously better than anything
else but it seems like offering some form of liberal for windows would help
accomplish a few things including getting people en masse to upgrade to the
latest version of Windows which I think is one of the big issues these days but
they don't really seem - they've never mentioned this. They've never even
hinted at it. It's unclear if they are inclined to do so.
Mary Jo: There is a lot we don't know and I
think it's fair to say that there is a lot they don't know either because they
are changing so many of the ways things are done in the Windows team right now
and the Windows phone team right now that they are just kind of trying out
these new models and a lot of people…
Paul: Would you say they're winging it?
Mary Jo: I don't know if I would say they're
winging it, but I would say things are not as predictable and set in stone as
they have been in the past. I think that is a fair statement.
Leo: They’re winging it. I'm just been
silly. Does Microsoft still do the mix conference or is that over because I'm
just wondering I think they are reusing names. The new Microsoft office member
family member is called Mix.
Mary Jo: That is going to be super confusing.
Leo: Yes, what is that going to do?
Mary Jo: Last fall, we heard a rumor that
Microsoft was working on this new member of the office family that was code
named remix. Supposedly it was going to be some kind of a quote unquote digital
storytelling app, whatever that meant. This week, Microsoft actually…
Leo: Oh because there is such a huge need
for that. Tell my digital story.
Mary Jo: This week they actually put this site
online and I don't know if it was a mistake or intentional. They put a mixed
preview site online and it talks about Office Mix being an add in to PowerPoint
that allows people to do audio and video recordings of themselves, making
presentations, and then send that up to the cloud and have that be remix in
some way so that you can get analytics about the presentation and about the way
people are interacting. You can add digital quizzes and a lot of other add-ons
to your presentation.
Leo: I can actually see a market for this.
This is kind of what people are doing right now with courses and lectures and
how to videos. It's big on YouTube. I think they are thinking business.
Mary Jo: Also education. They are really
pitching it hard to education.
Leo: Frankly, I think there may be some
gamers might use this.
Paul: in the 1960s. We call this the Raytheon
language lab. You would have the all metal microphone stuff and you would be
speaking Spanish and your teacher could listen in.
Leo: Oh yes the language lab! I don't know
why I said gamers because it has to be PowerPoint right.
Mary Jo: Yes, I believe it has to be PowerPoint.
Leo: So forget that I said gamers. Teaching. I could see for sure.
Paul: These things have a way of bleeding
around.
Mary Jo: I know. Now, with the
Xbox operating system being able to actually run out. It's not as
far-fetched as it may seem to have something like this run on Xbox one.
Paul: Because you have the people
participating through their TVs with an Xbox one and you can probably interact
with it via voice or…
Leo: The most popular category right now on
YouTube easily is gamers sitting and playing a game and talking about it as
they play through it. That is really popular right now.
Paul: Yes. My son lives on those kind of videos.
Leo: Kids love them and eat them up. If you are stuck in PowerPoint that is not going to help.
Mary Jo: It may not look like PowerPoint, right?
I'm betting it really doesn't look like PowerPoint when it comes out.
Leo: If you're a teacher you can - this is
what you want to do. You can record your perfect lecture with all your notes,
the slides, the animations, the illustrations, and then you don't ever have to
do it again. There is other interactivity as well.
Mary Jo: Yes, there is other interactivity and
it.
Leo: I like this I would use it.
Mary Jo: It is intriguing. There are some things
to it that you would say I could see somebody using that. They are saying it
will work on the Mac but there will be some limitations. Right now for the test
preview build that people can sign up for unique to have at least office 2013
on a PC. Mac users it says are going to be able to view Mix and other devices
will also be able to view them, but we are not sure how much they'll actually
be able to do things like write on the slides, which you can on Windows.
Leo: That is cool though. It's really neat.
Mary Jo: Yes, we don't know when this is coming
in I don't know if this will be part of the next version of office, whatever it
ends up being called office 2015 or if it's just going to be a separate
category of new office apps not, long or how that's going to show up. We don't
know if it's going to be a Metro style app originally the tips that we got
about remix when it was code named remix was that it was going to be a Windows
store Metro style app.
Leo: It does acknowledge that a lot these
days a lot of presentations are not done in person, they are done over the
Internet.
Paul: And PowerPoint already has the
capability to broadcast presentations throughout the Internet. It's actually
really nice.
Leo: That’s great. You wouldn't have to go
to Vegas anymore. For those…
Mary Jo: That would be so awesome. I would pay.
Leo: It’s not going to happen that quickly.
I would hate to not have to go to Vegas says Mary Jo Foley.
Mary Jo: I would.
Paul: You could just pay for a first-class
ticket to Vegas and just do the presentation on the plane and then fly back.
Leo: Guess where I’m presenting from? The
plane! All right we're going to take a break. There is some big news about
Nokia of coming up in just a little bit. Paul Thurrott and Mary Jo Foley and we
are talking about Windows. If you want to learn about Windows listening to the
show is highly recommended but it's not the only way. Maybe you would like to
get some online courses or instruction. Maybe you would like to learn about
share point and how to use it to publish to the web, and to share documents and
manage permissions. Use share point administrator; how to design workflows that
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I'm just going to search. I bet you if I search for pivot tables. This is the
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offers certificates of completion when you finish a course you can publish it
to your profile and that is valuable, it says I studied this and I know this.
Normally $25 a month for the entire course library 3754 the premium plan,
including exercise files that let you follow along with the instructors
projects but you can try it right now as I said a full seven day trial for
free. Lynda.com/windows I love Lynda I know her and we used to have her on the
screensaver regularly. She's great and she's put together a wonderful company.
It's a real asset. Many companies, including ours have a Lynda account for
their employees to polish up their skills or to learn a new skill. I was just
reading about Phil another great friend and the CEO of Evernote. And he said I
have a friend who is nuclear submarine officer and on a nuclear sub everybody
has to know everybody else's job and so he does that in his company he brings
people into the meetings even if it's a different apartments so that they can learn how the company works. Everybody needs to know
everybody's job - It's a great way to do it - Lynda.com. Make yourself more valuable
at work with Lynda.com. Paul Thurrott, Mary Jo Foley the invaluable! Talking
about Nokia… By the way, an update: I ordered my 1520 on the show last week I
thought I'd have it by this week but it has not come yet. I will check this and
they had to get more stock in. Nevertheless, I'm excited about that. Do I have
to call it the Microsoft mobility phone now?
Paul: Please don't. Don't ever call it that.
Leo: It sounds like there's something wrong
with it.
Paul: I think there has been a little too
much emphasis on the name. I think that is like saying Microsoft office is the
business productivity… It's just the name of an organization.
Leo: We’ll still be able to call them Nokia
phones. I hope.
Paul: They haven't said yet but I suspect at
some point they will, but my understanding is that they can use the Nokia brand
for years and will and could and they own now the Lumia brand. I don't know. I
think they'd be silly to screw with it but I guess we'll see. They haven't said
exactly what their plans are.
Mary Jo: I'm looking for it. They gave us some
kind of indication. Anybody in the chat room remember that?
Leo: But the big news is that they expect to
close Friday. Wow! The chat room says they can only use Lumia. Nokia did not
sell the company to Microsoft. They sold just the mobility or the phone
division. There are plenty of…
Mary Jo: Here it is. I got it. Microsoft
licensed the Nokia brand for 10 years. At least that was the original agreement
when they announced that they were going to buy them. So I don't know if
they've changed that?
Paul: I don't expect them to go 10 years and
the other thing is Nokia part of the company that is left actually within a
much shorter period of time. I think two years can start their own phone
efforts if that's what they want to do.
Leo: Now you’re smoke alarm is going off.
Paul: I wondered if anybody heard that. I
heard footsteps going to address it.
Leo: Do you need to leave the building
immediately Paul?
Paul: My comment will be my wife must be
cooking again.
Leo: You’ll be eating McDonald’s tonight my
friend. So I'm just checking in. They're still a “waiting stock” on my 1120.
That's a bummer. I was looking forward to getting it. I got the bright red edition.
Mary Jo: That’s a really nice phone.
Leo: It’s really big, but I got the big one
because I realized I'll be showing it on air and the bigger the better right?
Mary Jo: Here’s another update; Nokia can
reenter the phone business after December 31, 2015.
Leo: Oh that is interesting. That's a year
and a half.
Paul: I don't think anyone expects that.
Leo: That is a shockingly short timeframe. I
think.
Mary Jo: Also back on the branding thing, Nokia
can be used for 10 years but only on the Asha line of phones.
Leo: So they can't call them Nokia Lumias.
Mary Jo: They could do Lumias right?
Leo: They will be Microsoft Lumias or maybe
not even Lumias. Who knows?
Paul: They could call them surface Lumias.
Leo: The surface icon.
Paul: The branding stuff is terrible. It is
one of many things that could go horribly wrong.
Leo: Never really been good at that but
their phones are beautiful.
Mary Jo: Nokia brand outside of the US is a big
draw. That's a tough thing to lose.
Paul: Remember when Windows 2000 shipped the
boot screen and I think on the box and just the general branding it said based
on NT technology.
Leo: Oh that reassures everyone of course.
Paul: It was kind of an ugly way to make that
transition. Knowing Microsoft, there will have to be some formerly Nokia
however they decide to do it. I'm sure there is going to be something like
that. In the United States nobody cares but for the other 90% of the planet
that brand is actually a really strong brand, especially for phones.
Leo: Well that's why they kept the Asha part
right because Asha is the low end stuff. It does seem like they would like to
keep it for the rest of the phones too. It's going to be very confusing if -
I'm confused already.
Paul: It’s okay because this thing is going
so gang busters that a little confusion right now won't screw anything up.
Leo: Do you think that's why my 1520 has not
shipped because they've got somebody in Norway scraping off the Nokia logo? I
don't know why I said Norway because Nokia is from Finland.
Paul: It is a solid color through and
through, so they could probably melt it.
Leo: There is a Norwegian fellow here. Let
me just see the Norwegian - this is the 920. See it does say Nokia pretty
prominently on the back there.
Paul: If you were to take a screwdriver and
ouch that right now would that come off.
Leo: He says no, stop it. What's your name
again? Ulla, thank you for letting me - this is such a - that's the same red
that I'm going to have on my 1520. That is pretty. It is going to be huge. I love the design of these phones.
Paul: If you put it on a train track and let
us a train run over it; it would probably go out to approximately the same size
as a 1520. It would be a little flatter and the bigger.
Mary Jo: I like the size of a 1520.
Leo: I cannot wait. I'm so frustrated and I
know it's imminent. I paid for it already, but I don't have it yet in my hot
little hands, actually my man hands. Stephen Elop has
already - is he already in Seattle?
Mary Jo: Yes I believe so he's already the
Executive Vice President of devices.
Paul: I have looked today, but just the other
day I looked and he still not listed on Microsoft's…
Mary Jo: He’s not listed on the website. I saw
that too.
Paul: Which is probably
illegal. I’m sure they have to be careful about that kind of stuff.
Leo: So who signs his paycheck?
Paul: Leo who doesn't sign his paycheck?
Leo: That means all of the regulatory
hurdles have been cleared.
Mary Jo: Right. As of Friday, Microsoft gets 30,000
more employees.
Leo: Wait a minute you need 30,000 people to
make those phones?
Mary Jo: most of those people are in
manufacturing and they're not going to be in Redmond. They are going to be in
India and Korea…
Leo: So Nokia makes its own - it doesn't go
to Voxcon and say make these for me like Apple and
everybody else does. They have a Nokia factory?
Paul: Yes they do.
Leo: I don't know how Samsung does it. They
might make their own.
Paul: But Apple doesn't.
Leo: Apple contracts that out.
Paul: When Apple got into not just phones, But the way Tim Cook came up was he was looking at cost
cutting measures and at the time going to China was the right way to do that…
Leo: Right. It just seems like 30,000 people
for just the phones…
Paul: I think that Nokia has just been doing
this for so long that that's the way…
Leo: I think some of those people are not
going to have jobs after April 26th. I just feel like…
Paul: I am curious about that. Microsoft
agreed to take them on, I don't know that they can just sign the agreement and
then start firing people. I'm not really sure how that's going to work.
Leo: Actually, that's not unusual in an
acquisition like that to fire everybody and then selectively hire some back. That way at least you start seniority fresh.
Paul: I am worried about the impact this is
going to have on phone sales and on phone releases too. Obviously they have
some things in development and some things that are rolling along. This is
going to impact people at Nokia. This is going to impact every part of it.
Mary Jo: The good part is the people who they
are bringing in through the Nokia acquisition take a more active role in what
Microsoft is doing at the surface because they have the supply chain stuff down
pretty cold and Microsoft does not. So I think you're going to see them become
more involved. Maybe even in the manufacturing of surface and surface
peripherals. Maybe they can also do that when they bring the manufacturing
capabilities on.
Leo: Here’s the Nokia website. With a strangely distorted photo on it. They say - the title
of this post is “weak links not if we can help it” and it's a snapshot of this
supply chain and basically it says most manufacturing is done in-house. But
they point out is, and this is an interesting point, complying with our strict
social internal social and environmental requirements - probably the only way
to really make sure you're not using child labor and polluting is to make it yourself. That has got to be
costly. Especially problematic when supply and demand goes up and down. If those are your employees. You don't lay them off because
this phone is not selling in the month of June.
Paul: It is old school.
Leo: It is kind of surprising to me.
Paul: Microsoft does things the Apple way
when it comes to hardware.
Leo: They don't make the surface right?
Mary Jo: No, they don't make the surface.
Paul: No, it's probably made through Vox Con
and Megatron and all of those other companies.
Leo: Nokia does their own raw material extraction and processing. So among the 30,000 people there are
few minors.
Paul: Yes, it's a kind of old-school weird
company.
Leo: I like it.
Paul: Well don't get too attached to it Leo
because it's about to be…
Leo: But if you want to buy a green products this is probably because of this a better
sustainable product.
Paul: Right, the Lumia 930 literally green is
coming too.
Leo: So they do not buy metals from the
Republic of Congo because they are concerned about the conflict there. This is
really quite an interesting page. Because their Scandinavian you know they are
not lying. Right, am I right?
Paul: I was going to say because of legal and
regulatory requirements but…
Leo: No it's cultural. It's all cultural.
Actually, is Finland - they are not Scandinavian? Finland is not considered a
part of Scandinavia. It is its own little world.
Paul: So you would include Denmark and there
but not Finland?
Leo: Denmark, Norway, Sweden, all
Scandinavian, Finland not so much. I just learned about by the way on the Craig
Ferguson show. Because he had some finish people and he like me thought that
was Scandinavia but fortunately…
Paul: I think it is no?
Leo: I’ve got a Norwegian fellow who
definitely knows the truth.
Paul: There are some people from Russia who
think it’s part of Russia.
Leo: Well it is, it's
practically Russian. Just across the Baltic. But it's partly a linguistic thing
because the Finnish language isn’t a part of the Scandinavian language group
and so I think it's is partly linguistic.
Paul: They have more umlauts or what?
Leo: No Finnish is a Turkish language I
believe. Not that this show is the proper venue to discuss these things but…
Mary Jo: It’s educational.
Leo: Nokia is very proud. They buy conflict
free tin.
Paul: I love Nokia. It’s just the saddest
thing that’s ever happened. I still feel terrible about this.
Leo: Really? You’re a Microsoft guy!
Paul: I’ve seen what happens to companies
that Microsoft buys and I’ve seen what happens when Microsoft consolidates
things. Paul: I feel like Microsoft
was the best things that ever happened to Windows Phone.
Leo: You kind of feel like those 30,000
people that some of them are going to be out of work.
Paul: I hadn’t really even considered that
aspect of it until just now. I’m not certain how this is going to impact their
momentum in sort of a design sense.
Leo: I’m with you. Lumia
phones are easily the best Windows phones right?
Paul: How can this keep getting so much
better, it’s amazing. I’m just worried that something is going to change. I do
agree that they could affect Microsoft in a positive way. When
talking about service - not that there’s anything inherently wrong with service
per se but we’d love to see Nokia’s impact on the service organization. I’m curious about some things whether or not they’re going to consolidate some
of that stuff down. Nokia has their own tablet but Microsoft has their own
tablet – so we only need one line of those. I don’t know – I’m nervous about
the net result and it’s going to take a while before I get over that.
Mary Jo: I’m trying to be an optimist about it
because if you look at some of the more recent acquisitions that Microsoft has
done – I’m thinking about Yammer as one example. They have left them alone
mostly and…
Leo: Yammer benefitted from that because
they got included in the enterprise and all of that but they maintained some integrity… The same thing with Skype right now right?
Mary Jo: Let’s be optimists.
Leo: Are they going to leave the
headquarters in Finland?
Paul: They already don’t own the headquarters
in Finland.
Mary Jo: They don’t, they sold them.
Paul: They are in a lease situation over
there.
Leo: Bye, Bye, Espoo. I just like saying
that – Bye bye Espoo.
Mary Jo: A lot of the top people who work with
Elof are joining Microsoft, they’re moving to Redmund, so they’re coming over
to be part of it.
Leo: Somebody in the chat rooms suggests
that maybe Microsoft should move its manufacturer to the Nokia place. That
would make surface better wouldn’t it.
Paul: Part of the culture of Nokia is that
they are from Finland and that is their background and the people who by and
large would be from around that area or at least in Europe typically and that I
think impacts their design and their outlook on life, the way they do things,
it’s non pacific north west Microsoft kind of blandness. It’s cool that those
guys are coming to Redmund but over time that kind of stuff gets filtered down
a bit and…. I think culture and design sense and the kind of uniqueness of
Nokia is partially because they are Finnish and now they’re not going to be any
more.
Mary Jo: I think you have to look also at how
closely the Windows Phone team at Microsoft and Nokia have been collaborating. There is a lot more emphasis now on design among the
windows phone team. They and the Nokia folks before this ever happened were
already working together on design and they were talking about optimizing
things for design and thinking that way instead of thinking the old Microsoft
way which was design as a total after thought.
Paul: I really appreciate you being the Ying
to my Yang and all that but I… It’s like any relationship, at first it’s
mysterious and wonderful and new and different and then they move in and you
get tired of them. We’ll see. I agree with you that there are recent examples
where Microsoft has done the right thing or at least veered in a different
direction than they used to. Yammer and Skype are both great examples of that
and I hope, I do – because I want the right thing to happen but I am worried
about it.
Leo: The whole thing about renaming it to
Microsoft of Mobil Oy by the way…
Paul: I believe I’ve actually seen this…
Leo: So this is a real letter, real email.
Mary Jo: It’s a note that went out to the
suppliers.
Leo: Well then it says some other things
that maybe this is the answer to some of our questions including that they want
to keep the… Microsoft will assume and rights, benefits and obligations of the
Nokia devices, services, businesses, including Nokia’s agreements with
suppliers, customers, and partners. So that’s not going to change – the
supplier base will be intact even for the new company. 32,000 people will move
to Microsoft of which 18,300 come from the assembly manufacturing and packing division.
4700 people from Finland. So it’s a small group really that are in Finland,
relative to the total size.
Paul: I would imagine that’s mostly design,
management and not manufacturing.
Mary Jo: Also maybe some of the patent people…
Leo: But the address remains in Espoo. Not
like they’re going to be forwarding mail – oh here’s another letter to Nokia,
let me send it on over to Microsoft. Well this is interesting. The supplier
base is going to be kept intact. Somebody is saying and this may be the case
that strict employment regulations in Finland may prevent them from doing much
to change the structure. But remember the Finnish employs only 4700. The vast majorities
are in manufacturing - 18, 300 are in manufacturing. Those people are as you
said in India and other places so who knows what the rules are.
Paul: There was a lot of talk about this when
this acquisition was first announced. It hasn’t emerged as an issue in the months sense that Finland would have some sort of EU style
of requirements or regulations that we weren’t familiar with here in the United
States. It’s odd to me that that hasn’t emerged as issues.
Leo: HTC has said Hey Nokia or Microsoft if
you’re selling the Chin hai plant we’ll buy
Mary Jo: That plant has been caught up in some
tax controversy around Nokia and taxes.
Leo: That was one of the things that help up
the acquisition.
Mary Jo: That’s what we thought although they
kept an eye on that. I don’t know if it’s been addressed.
Paul: Nokia is still battling the Indian
courts with a half billion dollar tax bill.
Mary Jo: We may hear that that plant doesn’t
transfer over.
Leo: Right, nobody has said that it’s for
sale.
Paul: It’s not enough to impact the sale – in
other words…
Leo: They came over, they knocked at the
door and said should you ever want to sell call us because I’ve got a check
right here with your name on it. Very Interesting.
Mary Jo: The day everybody should be watching
for more news on this is this Friday because it’s not going to be like it’s final now. I’m sure we’re going to hear more details
that can then be released on Fri. That’s my guess.
Paul: I’m going to wear a black arm band on
that day and fly my Nokia flag at half-staff or whatever you call it although I
don’t have a flag.
Leo: The chat room has been great on this
because they’ve got lots of links. There’s a plant in Brazil, China, (A couple
in China) Hungry, India, Mexico, South Korea and Viet Nam. So all of these are
company owned which is interesting. Microsoft has signed on to something quite
massive.
Paul: It’s unusual right because usually you
buy a saw for a company. Physically this is a small entity. Nokia is like you
just bought a Kia or a Hondai or something. They have all these manufacturing
facilities all around the world.
Leo: Now Dr Pizza
published an article this morning on Technica and he says it turned out that
the sale had been changed somewhat. This is weird, Nokia's
web and social media presence will be managed by Microsoft for up to a year.
Mary Jo: It's not that weird, right? I mean because they own them.
Paul: Yeah, I
don't think this is a big deal. Nokia does a pretty good job on the web, like
they have that Nokia conversations blog. And Nokia's website is actually quite
good so I think what they're talking about is the stuff related to the phones
and the apps that are on the phones in that conversations blog and so forth.
Those people have just got to be working at Microsoft.
Leo: I love it
that it's Microsoft Mobile Oy.
Mary Jo: Doesn't that mean like limited?
Leo: Yeah. It's
like limited. There's oy and oyle.
Mary Jo: A-y-j, right? There's one that has a-j, a-y-j.
Leo: More like
pro creation and oy is more like limited. I just like
saying Microsoft Mobile Oy.
Paul: I'm
curious about the legal entity though. It's been described as an affiliate, like
a Finnish affiliate of Microsoft you know?
Leo: I think
those 4,000 employees probably stay in Finland, at least the ones that keep on.
And I hope so, because they really do have a good design team. And it's unique.
Paul: But I bet
the design stuff has got to be going to Redmond. It's got to be.
Leo: Doesn't
Nokia own like all of the Windows phone sales? I mean, it must be most of them.
Paul: 93%.
Leo: Wow. And
the 5.2 line is a big part of that. I see here, what you said... 40%?
Paul: Yeah, AdDuplex does a survey every month of Windows phones out in
the world and they come up with all of these interesting statistics of which
phone models are the most frequently used out in the world and so forth. And
for the past year, the charts have been dominated by the Lumia 520 and it's variant's; the 521, and so forth. But I guess that just
peaked, in the sense that in April for the first time, the 520 and it's brethren have not grown month over month, but combined,
they occupy just about 40%. So 4 in 10 of all Windows phones of the world, and many of the phones in the top ten are phones that
were released a long time ago. Going back, in fact, to the
Lumia 800 from a couple of years ago.
Leo: Well yeah,
because people don't buy a new phone every year.
Paul: Right, right.
It's just kind of interesting and this phone is kind of a microcosm of the
Windows phone market in the sense that, what this phone proves is that Windows
phone can succeed on the low end.
Leo: Yeah.
Paul: This is a
device you could buy right now for $60 in some places.
Leo: Wow... But
it's a good phone.
Paul: It's an
awesome little device. Yeah, it's funny because I have access to incredible
technology, you know, think PedX with carbon and
Surface tablets and all of this stuff. But honestly, in the past couple of
years, the best deal in technology in many ways is a little device. It's such a
cool little phone that does so much. It's an offline GPS and Maps, an amazing
media player that is expandable with micro SD storage, it's awesome. It's just
an awesome little phone.
Leo: Neat.
Don't you love it?
Paul: Yeah. It's
so cool.
Mary Jo: And you bring up an interesting point that is also another thing
we're going to be watching. Which is, what happens to the
Nokia X phones, which compete head-to-head with this little phone.
Leo: Oh,
yeah... The Android based Nokia phones.
Mary Jo: This is what goes head-to-head, right?
Paul: Yeah, and
it's one of many reasons I've never understood the need for this Nokia X
line-up. Well, actually I should say if Nokia was going to survive as a
standalone company, the flip-side of all of my yammering over this sale is that
Nokia was losing money, right? So as wonderful as those foreigners were, I was
among some minority of people who understood that and weren't buying them so that's
a problem and I think going after Android was part of a grab for just trying to
be successful. It's understandable on that note but I think the 520 represents
an amazing value; Today, still, it's an awesome little
phone and one that I think competes very well to those Nokia X phones. The
other thing- And we probably talked about this like a year ago or something.
-But one of the coolest things about the 520 is like, let's say you're in an
AT&T and you have an iPhone 5s or you have a Lumia 920, whatever it is, and
you're 1 year and 18 months into your contract, then you drop your phone in the
toilet or smash it on the ground and the screen is all splintered and you
either can't use it or might not want to. And of course, AT&T is not going
to just give you a new phone, you spend $60, get a 520
in order to ride out the rest of your contract until you can upgrade.
Leo: $60 and
it's subsidized?
Paul: Yes. And
it's awesome. It's not LTE crazy high end quad core whatever, it's not.
Leo: But you
don't need that.
Paul: I know a
lot of people who've tried it and I think a lot of people who haven't tried it
and could try it would agree that it's surprisingly good for what it is.
Leo: NoahMA in our chat room said, "that's what I did, my wife broke her iPhone so I got her a 520."
Paul: And then
you have that kind of positive experience and so when the time comes to
upgrade- His wife will probably buy an iPhone 6, that's how she is. But I think
a lot of people having this experience would say so what's the high end Windows
phone look like now? Maybe they would consider that, so that's a neat thing.
And this is a trend we've seen all year long but some of the other stuff, you
were asking, what percentage of the market Nokia owns. This is not market share it's usage share, 93.5% of all Windows phones in use
right now are Nokia phones.
Leo: Not really
a surprise, yeah.
Paul: Yeah. Amazing. The other thing that I found that was really
notable this month is that the survey was taken one week after Microsoft
released Windows phone 8.1 and to be clear what that means, Windows phone 8.1
was kind of released with air quotes. It's available to people who join the
developer program and go through a couple of hoops to get it, it's not
something anyone in the world could just turn the phone in to upgrade
immediately. You have to really want it. It's not hard to do but it's something
you have to explicitly go and try to do. And even though it was only a week
later, 3.1% of the phones that they surveyed were already running Windows phone
8.1. And we can kind of do the usage on how many phones throughout the world
and market shares and all of that stuff but that's over a million people
already just within a week, you know, running the latest version of the operating
system. Even though most Windows phone 8 customers will kind of get it
automatically over the summer probably. So people went out of their way- A lot
of people. -To get 8.1 immediately and that's cool. And I think people like
Mary Jo, myself, Daniel Rubino, or anyone else who
writes about Windows phone all play a small role in that because we all wrote
about how it's actually not that hard to do if you have a Windows 8 phone.
Leo: I wouldn't
have bought the 1520 if I didn't know I could do that, to be honest.
Paul: Yeah. So
there's some interesting stuff in there.
Leo: Yeah. Xbox
music is going bi-
Paul: What??
Mary Jo: Weekly.
Leo: Bi-weekly.
Paul: Leo don't mess with me.
Leo: That was
mean. I'm sorry. What is this bi-weekly updates? That's just crazy, that's
crazy talk.
Paul: So two
things here that are very interesting. One is
Microsoft is communicating what they're doing with Xbox music which is one of
its sort of unpopular services. You know, it's not Office, it's not Windows.
It's not exactly killing it in its own market but they're going public with
what they intend to do, which I think is smart and transparent and wonderful.
But one of the things they're communicating is that they plan to update this
thing bi-weekly, which is crazy. That's a crazy fast schedule, granted, if
you've been using Xbox music on Windows phone, 8.1 in particular, you would
understand why it needs that kind of updating. Actually I would say even on
Android or iOS it's also true. It's a fairly immature mobile app and needs some
maturing so I think that's cool. I just have a small note in here and I'm
curious what Mary Jo thinks about this. If you were to kind of lay out
Microsoft's product lines on a grid, what does it look like with regards to how
these things get updated? We talked before about Windows 8.1 and how that's
going to be updated. It's not really clear that we're on some kind of formal
schedule but we've got some ideas about the next year or so. Comparing that to
Windows server, comparing that to Xbox which we know is every month, comparing
that to Surface which is also every month. And then the other Microsoft
products across the board; Office 365 is something that's updated, I would say
at least once a month but I believe they're on a slightly different schedule.
It's interesting that all their major product lines are being updated very
quickly, much more quickly than in the past. But they're not all being updated
at exactly the same time either, it's not like the whole company has adopted
this very singular schedule, yet. But you know, Xbox music is probably one of
the quicker ones right now.
Mary Jo: Yeah. This was a crazy announcement because we've just been in the
dark completely about what's going on with Xbox music. It was just like a black
hole and suddenly they came out of nowhere and said, guess what? We're going to
do bi-weekly updates.
Paul: Yeah, you
could go back to October 2012 to the original Xbox music announcement and they
said, this is what we're going to do over the next
year. And you could lay it all out and say okay, they did this. They did this,
they did this. There's a couple of things in there
that they never did and never commented on ever again, ever. For example, the
big one is I have music on my PC that I want to get up into my Cloud
collection. It's not in the Xbox music store and I want it up in the Cloud like
you can do if you pay Apple for iTunes match or you can do on Amazon mp3 or
Google music, I want to do that thing. People want this, still not there. No
idea when it's coming and it's not in the list of stuff they said they were
going to do soon but it's odd. So yeah, like she said, black hole. They
announced it, Android and iOS happened after almost a
year and 18 months or more in, a lot of stuff still hasn't happened. But yeah,
we welcome the transparency.
Mary Jo: Yeah, it feels like everything is on a faster schedule but they're on
different fast schedules like you said. Operating systems is getting faster and
they are on a certain schedule but then apps... I'm thinking like those Bing
apps, Bing Health and Fitness and things like that, they're being updated
fairly regularly. But then things like Windows mail, is not very often. Which is the built-in mail client.
Paul: I actually
doubt there's a schedule for most of them. It's just one day you'll wake up and
there will be a new version of the new version of the mail app and one day
you're going to wake up and there will be a new version of Xbox music. There's
no way to really know.
Mary Jo: I think the main thing to keep in mind if you're trying to figure
this out is things that are Cloud services are being updated way faster than
things that are on premises or local apps, that's a very general rule. So it's
something to keep in mind, especially if you're a business customer, I say this
a lot, if you don't want near monthly updates, don't be on Office 365 because
that's the way they're going. You can still run Exchange locally and SharePoint
locally. SharePoint, wooo! So, that's kind of a rule
of thumb but not cast in stone and it's just something Microsoft has to figure
out over time. Is how fast do you do this and how fast should you do it so you
don't alienate different constituencies. Terry Myerson said this really well to
me, he said, the amount of time that my 12 year old son wants updates is nothing
like what J.P. Morgan Chase wants. But they're all Windows users so you have to
figure out how to make everybody happy and do this at the right level of
cadence. You don't want to lose people because you're going too slow, and you don't want to lose people because you're going
too fast. It's a real fine line.
Paul: Yeah, you
can't break your agreement with the past. We talked earlier about Windows 8
versus Windows 8.1 with update. A few businesses that did upgrade to Windows 8,
they don't want to be forced to upgrade to 8.1 right now or forced to upgrade
to some random update that's in the midstream. You know they have an
understanding of the life cycle and are going to move at their own pace. And I
think Microsoft will respect that but it's a little different for every
product.
Leo: So I just
canceled my Expansys order.
Paul: Oh no...
Leo: Daniel Rubino said I shouldn't order it from them because it's not
the US LTE bands.
Paul: Oh, there
you go.
Leo: So I'm
glad it was delayed and went to Newegg but it's $170
more.
Mary Jo: Oh wow.
Paul: Is it
really?
Leo: They don't
have red, only black and yellow.
Paul: Yellow, I
didn't even know there was a yellow 1520.
Leo: Black and
yellow...
Paul: There's
going to be a green version of it soon.
Leo: I think
I'm just going to get black and then get a funny case. Easter
egg case. But I guess I'll get it faster from Newegg anyway so... But
$170 more that's just-
Mary Jo: I know. Wow.
Paul: But is
that one locked to AT&T?
Leo: Oh, I hope
not. I don't think so.
Paul: It
probably is, and that might partially explain the cost difference too.
Leo: Those
bastards, no it's unlocked but it's US LTE bands,
that's the difference. I didn't realize that the one I ordered from Expansys was not US LTE bands.
Paul: So it's
just like HS PA or something like that in the United States.
Leo: Yeah, so
I'm glad- Daniel Rubino, thank you. A tip of the hat to Mr. WP Phone.
Paul: Actually
you're right. I've been talking about the 930, which is the international
version of the Icon and that would suffer from the same problem. It would run
on AT&T but it would only get HSPA+ or whatever the low LTE is called.
Leo: Yeah.
Okay... I'm just listening to the music coming from your interface.
Mary Jo: I keep thinking I have a bug buzzing near my ear.
Paul: So you can
both hear it.
Leo: Oh yeah,
what do you think I'm imagining it?
Paul: This is
interesting because you guys can hear the voices in my head.
Leo: At least
the bumblebee in your head.
Paul: Now you
know what it's like to be me all the time.
Leo: I don't
even want to do this next item.
Mary Jo: Okay. We'll just skip it.
Paul: Okay.
Leo: I don't
like this horse race but it is a story. The Xbox One has now sold 5 million
units.
Paul: I actually
think there's only one story here. In other words, the Xbox One has come out
and is selling at whatever rate it's selling at, the PS4 has come out and is
apparently beating it. People will point out accurately that the PS4 is sold in
five times as many markets as the Xbox One and that's absolutely part of it,
but to be honest, the big part of the story is in the United States, when Titan
Fall launched, even I said Microsoft will get this one month kind of bump. Xbox
One will absolutely beat PS4 this month. Titan Fall is the biggest thing in the
world, we're told. I do find it notable that in the month that Titan Fall
launched, PS4 still outsold Xbox One in the United States. Not worldwide just
the US and that's interesting. I agree with people who say it's a little early
and it's a long game but I don't think that was expected. I don't think you can
go back and find a single person who said, oh yeah PS4 will beat Xbox One that
month. I don't think anyone believed that. In fact, the story of the month
before was that the gap was getting smaller. And so clearly Titan Fall would
put Xbox One over the hump and it didn't and that should actually be troubling
to anyone who is an Xbox One fan, Paul says as he plays Call of Duty.
Leo: I think it's early days, we don't have very many big titles. I mean
one big title, Titan Fall.
Paul: But the
sheer amount of marketing effort that Microsoft put into Titan Fall is what's
amazing. I have never seen them push anything like this unless it's a major
Windows release. If you spend any time on Microsoft's Xbox properties in
particular, it was like, Titan Fall Titan Fall Titan Fall Titan Fall here's
behind the scenes of Titan Fall here's a look at all the bots of Titan Fall it
was just on and on and on and on. 24/7 Titan Fall and we have a lot of examples
unfortunately of where Microsoft marketed something and it wasn't necessarily
successful but again, I really do think if you follow the video market, this
really was a surprise, I would imagine to everybody.
Leo: I think
that the making of Horse Race is like- But I suppose developers look at it if
they're making the choice although, with a three or four year development cycle nobody is deciding today. Whatever
they decide today we aren't going to see for years.
Paul: I would
say on the good news front, both of these things are selling a lot better than
anyone anticipated and they're roughly comparable given the different markets
they're in and they're both based on PC architecture which means they're a lot
easier to program for and it's easier for developers to create games that will
run on both, I would imagine. Just because of the common architecture. It's not
as difficult as say PS3 versus Xbox 360.
Mary Jo: Don't forget Xbox is still only in 13 markets and that's a big deal.
It's not even in Japan yet right?
Paul: Well I
don't think that's going to make much of a difference. The Xbox One is bigger
than the average Japanese apartment.
Mary Jo: That's a big gaming market.
Paul: No it is
but it's never been a big Xbox market.
Leo: I hear you
too Paul. There's got to be something- I guess in the power line.
Paul: Just to be
clear, I think Leo knows but the microphone is not- I think it's not plugged
into the power right.
Leo: It's
coming from your power line, it's the interface.
Paul: But the
thing is the interface is a fast track and audio. It's not powered- In other
words, it's not plugged into a power outlet it's plugged into USB. So the
computer is powering it, and I've tried it on two different computers so it's
not the computer, it's not whatever distortion weird wireless bologna I've got
going in my office because it happens on my laptop too so that's why I think
it's the fast track.
Leo: Yeah,
we'll replace it.
Paul: The thing
has worked reliably for like seven years.
Leo: Yeah, it's
worn out, it's tired and ready to go home to the fast
track in the sky.
Paul: The fast
track in the sky is actually out by the garage, but yes it will be dealt with
accordingly.
Leo: Hey we
dodged a little bullet. Normally the Microsoft earnings calls come in right at
the end of the show but it won't be today it will be Thursday.
Paul: Didn't you
sort of expect them to change it?
Leo: I thought
they might change it just to keep annoying us. But it will have to be next week
that we will cover the earnings. What should we be looking for in tomorrow’s announcement.
Mary Jo: Well one thing you should be looking for is Satya Nadella is going to be on the call. Which is nice!
Leo: And he
would be- Did you see that Alan Mulally is retiring
at the end of the year?
Mary Jo: I know, how crazy is that?
Leo: So I'm
saying if Satya doesn't work out, we've got a plan B.
Paul: What
wasn't said though is whether any of the Microsoft impacted this decision. Did
things sour for him?
Leo: He wanted
to retire all along. When I talked to him two years ago he was planning for his
retirement. I don't know if he even ever seriously considered Microsoft. If he
did it was pure ego.
Paul: Well we
are going to find out because he will absolutely be writing a book, or somebody
will write a book about this.
Leo: I will
never forget the day Steve Balmer and Ken Thompson
called me at home. I was cleaning up after breakfast and the grandkids were out
on the lawn and Ken said Alan we've got something we'd like to talk to you
about. How does $50 million in your 401k sound to you right now. Anyway, we'll find out what Microsoft made last quarter. There's nothing we
don't know, they'll say they sold 20 million units of Windows a month.
Mary Jo: They're probably not going to talk about that.
Leo: They
aren't going to talk about that are they?
Mary Jo: I bet they won't. Because the PC market is soft right now and they
don't want to highlight that. It'll be interesting to see if they talk about
Surface sales.
Paul: Any
numbers they provide will be interesting. I don't know.
Mary Jo: They put it in a way where you can't really figure out what the
numbers are.
Paul: In other
words, they'll say Surface sales in whatever quarter it was were 112% above the
same quarter a year ago or something like that.
Leo: I just
want to tell Audible I'll be able to read Alan Mulally's memoirs when they come out and I will do it in that voice.
Paul: Nice.
Leo: Hi, I'm
Alan Mulally. You may remember me as the CEO of Ford.
Well it's been a bumpy ride and I'm going to tell the truth, I hate the freakin' Mustang.
Paul: That would
be excellent.
Leo: I like
Alan. When I first met him I asked him what he drove and he told me that he
never drives Ford. He always drives everybody else's stuff because my job is to
see what the other guys are doing because my job is to see what the other guys
are doing so we can beat them.
Paul: Nice cop
out. I like it.
Leo: Yeah. You see
that BMW out there? That's mine. I wouldn't drive a Ford if you payed me.
Paul: Someone
whispers in his ear.
Leo: Mr. Mulally...
Paul: We talked
about this Mr. Mulally.
Leo: I drive a
triple seven boeing. Let's
take a break we've got a Pick we've got an Enterprise pick, we've got beer and
everything you could ever want. Coming up the back of the book is next. But
first a word- What are you laughing at?
Paul: You're
Alan Mulally voice.
Leo: Ken Steve,
let me talk to you. This Ford thing is not going to go forever you know? I may
someday want to run a software company in Redmond. I'm going to mute you
because it is noisy as heck, it sounds like there are bees in your bonnet
there, Paul. Our show today is brought to you by Citrix. Love the ShareFile, got to love the ShareFile.
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on Windows Weekly. Paul Thurrott Mary Jo Foley and a
busy little bumble bee going from flower to flower collecting nectar. Just as Paul Thurrott goes from site to
site gathering tips of the week. And here they are.
Paul: What are
we doing?
Leo: Windows
phone 8.1 tips. This is for me.
Paul: I just
have a couple more Windows phone 8.1 tips. This is going to go on for a while,
the more I look at this, it's interesting how many changes there are in Windows
phone 8.1 and yesterday we just finally learned about a Microsoft application
that allows you to project your Windows phone screen over to your PC over USB,
which is how you would typically connect it in order to sync it. And this is
something I wanted two years ago. When Windows phone first came out I wanted to
do video tutorials all that kind of stuff. And Microsoft had that capability in
house but they weren't really giving it out to others and they needed special
builds of Windows phone to make it happen but now it's just a part of Windows phone
and so if you have Windows phone you can connect it with a USB cable, get the
Microsoft app and project it onto the screen. You get the little touch circle
if you want that in there, you can choose what color it is. It's live and so
it's not static screen shots, it's literally your screen. So you can scroll
through and present and show people things, it's for people that need to do
online learning or any of that kind of stuff. It's an amazing tool. If you
have, I think it's just the Lumia Icon right now but in the future it's
possible that some of the newer devices like the 1520 might pick this up, you
can also do mirrorcast based screen projection- Which
I've not tried yet but I will probably be writing that up sometime next week
but, if you have a mirrorcast equipped screen of any
kind- These days you probably need like an add-on device but in the future, I
imagine some screens will just come with this capability. -It works in a
similar fashion to how it works in Windows 8.1 but I would say most people
today probably use mirrorcast because they're
watching a movie on some service and want to put it up on a big screen. You can
certainly do that, I'm not sure that would be ideal on a phone but it's just
kind of a wireless way to project your phone's screen onto a big screen so that
other people can see it, it's kind of a cool capability. The other one is a
pretty profound change in Windows phone 8.1 and it's one that's not very well
understood but Microsoft has changed the way that social networks integrate
with the OS. In previous versions of Windows phone, they would integrate
through the operating system itself. It's the thing we were talking about
earlier where if Facebook updated the service or if LinkedIn did, or Twitter,
that integration part would not be upgraded with it and so you would lose
functionality. The way it works now in 8.1 is the integration occurs through
the apps, thanks to this new frame work that they have and so instead of having
the built in OS integration bits, it occurs in an app. And apps, of course, can
be updated all of the time. Some people have complained about it because they
say it's a little slower. Like if you want to do something like check in to
Facebook, it actually launches the Facebook application instead of going to kind
of a native Windows phone experience but I honestly think in this case that the
pros outweigh the cons by a wide margin, and that this overall, is going to be
an important change, and a big deal. So I think it's good stuff. I also wrote up one about Internet Explorer navigation in Windows
phone 8.1 and so basically, what you're getting is essentially the same browser
that you see on a desktop or at least on a tablet. I think the coolest one- And
this is not going to be news to people who use iPhones. -But it picks up that
same kind of cool tablet based navigation scheme where you can flick the screen
back instead of having a back button, or you could flick the screen in the
other direction to go forward. (Which doesn't happen as often but if you need that
it's there.) In a phone I think that's actually particularly important because
the phone screen is so small, that those buttons taking up space on the address
bar or wherever, is just another place where UI is taking over the screen, and
so integrating it into the screen is just such a cool way to do it. I'll
probably consolidate these all into one overall article, like a tips for
Windows phone 8.1 sometime over the weekend but so far, I think I have 12 or 15
of them and there will be many more but those are some of the ones that have
occurred since our last show.
Leo: And I'm
collecting them all-
Paul: Yeah,
collect them all.
Leo: Collect
the whole set, kids. -Someday I, too will have a
Windows phone 8.1.
Paul: So there's
some good stuff there. The Pick of the Week is something a lot of people have
been waiting on for a long, long time, which is a remote desktop app from
Microsoft for Windows phone. And it turns out, for Windows phone 8.1. It looks
and works a lot like the version you can get now on Windows 8.1, the Metro app.
In fact, when you look at the description it actually says it's for Windows
phones and PCs. That's the new logo Microsoft is giving out for the universal
apps. And I don't know for a fact that this is universal, it may just be a port
of the kind of modern or Metro style app that they
already had in Windows 8.1 but I would actually be surprised if it wasn't. This
very well could be exactly the same app and if so, this might be the first
universal app.
Leo: How can
you tell?
Paul: Scroll
down and on the left, it says, "Made for Windows phones and Windows
PCs"
Leo: That's
really interesting.
Paul: Yeah
really interesting. So the Windows PC version has been around for a while and
is included in Windows 8.1 and so now, here's the version for Windows phone.
It's a preview, it's just an early version but it's a big deal for people... I
know a lot of people have been waiting for this and were more than a little burned that Microsoft had released remote desktop apps on
other mobile platforms before Windows phone. So it's finally here, it's not
complete I guess but it is there.
Mary Jo: One thing we should mention, because a few people have asked me about
this with this app, is does it support remote desktop gateway? And right now in
preview, it does not. But all Microsoft is saying is that it does not currently
support that. So they're not ruling that out if you're panicking about that.
Don't panic.
Paul: If you
look at the modern version- The version in Windows 8.1, which does support
remote desktop gateway, I think that's the goal is for it to be that app. And I
think, it will literally be that app. So it's
reasonable to expect that.
Leo: You know,
someone in the chat room is asking me to ask Mary Jo how you like your Acer so
far, and are you getting used to touch, maybe dabbling a little in it?
Mary Jo: I am still liking it a lot and I am doing a
little bit of touch like pinch and zoom but I am definitely way happier when I
attach my mouse to it and use it that way.
Leo: So you'd
still recommend it?
Mary Jo: I would. The battery life has been really good, the keyboard is
really good, the screen resolution is really good, and I haven't had any
problems with it, knock on wood.
Leo: And it's
so thin. Beautiful!
Mary Jo: So thin and so light, when I put it in my bag to leave I keep
thinking I'm forgetting my laptop. And that's a good thing, the weight.
Leo: Right. Acer S7, right?
Mary Jo: Right.
Leo: And you're
enterprise Pick of the Week?
Mary Jo: I have two. The first one is more free eBooks because everybody loves
these when they come up. So Microsoft Press has a link on
Microsoftvirtualacademy.com/ebooks for a whole bunch
of free eBooks on enterprise stuff. System centers, there's some books on that. Azure, Windows Server, so if you're somebody who is looking
for books on those topics, you might want to check that link out. And it
was listener John Baldaron who tipped me off for
that, so thanks John.
Leo: And they
come in PDF, moby, or epo.
So you can put that on pretty much anything. That's nice.
Mary Jo: Yep, which is cool. The second pick is a
SharePoint pick, and not just because Todd is there. This just happened to be a
pick already.
Leo: Although,
Todd is taking a victory lap right now.
Mary Jo: He is, I'm sure. The tip about this is
Microsoft had to suspend distribution of SharePoint 2013 service sack 1 because
it was creating some problems for people like once they applied it, they were
having trouble applying fixes beyond that. So Microsoft rolled that original
service pack 1 out in February and in early April they suspended distribution
of it and just yesterday they are redistributing it again. And I have on my
site links where you can go to the new KB articles that describe what's in
there and links to getting the downloads but it's all there now. It's updated
and fixed and includes some additional features. Microsoft is advising you if
you did manage, somehow to get SP1 on your SharePoint server 2013 system to
download it again on top. Yeah, it's not fun.
Leo: Ew, I got service pack all over my
SharePoint. But if you replace it on top of it it'll fix everything.
Mary Jo: That's what it says.
Leo: That's
what Todd says, too. He's nodding.
Mary Jo: He's nodding, okay. If you got the slipstreamed ISO from MSDN or
Volume Licensing Center, you don't need to do anything, that wasn't affected.
You're okay if you got it that way.
Leo: In
astronomy, the astronomer who discovers the distant heavenly body gets to name
it after themselves. Well it's the same in technology. No it's not. Somehow
Mary Jo did get the right to codename something, but you didn't know what it
was that you were codenaming.
Mary Jo: I didn't. This is funny, I talked about this on the show a few
episodes back I said Clemens Vasters who works at Azure
said to me, if you could codename anything at Microsoft, give me a codename. So I gave him Rekjavik. He said, okay I'm going to make something
with that codename and I'm not going to tell you what it is. Well, at Build-
Leo: That's so
awesome.
Mary Jo: -At Build, I found out what it was. Because there was a session where
they actually said, "Here's Rekjavik and Mary Jo
Foley named this product."
Leo: You did,
they even gave you credit!!
Mary Jo: They did, and you know what's so horrible? I couldn't get into that
session, it was so full. I was begging, I was pleading outside the door at
Build and they wouldn't let me in.
Leo: You
would've gone, Squuueeee!
Mary Jo: I would've. I would've probably taken a bow if I'd been there. So
what Rekjavik is- This is pretty interesting. -It's a
gateway that they're building with Azure service bus, which is a messaging bus
for Azure, and it's going to be used for the Internet of Things. So Microsoft
already announced that there was a date of service for the internet of things.
That's what Satya Nadella announced recently. And this sounds to me, like another service coming.
Probably a lower level service involving this Rekjavik gateway that Clemens and his team are going to be using. But that's my guess on
what that's going to be used for, but the gateway itself is definitely codename Rekjavik. So now we know.
Leo: Wouldn't
it be cool if you like created a slew of Icelandic secret names now because of
you.
Mary Jo: I know. Well, I picked that name because when Microsoft does a
codename, you want it to be easy to identify. You don't want a common codename
like remix or mix, those kind of codenames.
Leo: Well,
because then you could Google search it. Oh, I'm sorry... Bing
it.
Mary Jo: Bing it!
Leo: Sorry.
Mary Jo: Yeah, so now we know.
Leo: Sorry
sometimes I forget which show I'm on.
Mary Jo: So do we. We just start talking about
Android or Apple.
Leo: Oh, don't
ever talk about Android during MacBreak Weekly. Alex
Lindsay got flamed, how dare you! But fortunately he had some Speakeasy Black
Hand Sweet Stout ready and all the pain is gone. Is that you're Beer Pick of
the Week?
Mary Jo: It is, in fact. Speakeasy from San Francisco teamed up with a
Chocolatier out there, Tcho. Do you know them?
Leo: Yeah, Tcho I know of them. There was actually a tech angle on
them. They were started by a successful tech entrepreneur start up guy who
said, I want to do chocolate where we do it right, we're not a re-melter and we source the beans and do the whole thing. Tcho is very good
chocolate.
Mary Jo: Well Speakeasy teamed with these guys and- Well I've been doing a lot
of hoppy beer picks but this is like the smoothest most chocolatey stout ever. It's called blackhand and it actually has a little bit of chocolate in
it and they call it a sweet stout because it is like a milk stout, somewhat
sweet and more like a desert kind of a beer but it's very good. I had some this
week and it was delightful.
Leo: According
to the press release, the name Black Hand refers to the-
Mary Jo: Oh right.
Leo: -Prohibition era practice in which mobsters would stamp the kidnapped victim's
hand print on a ransom note.
Mary Jo: Yeah, okay.
Leo: So if you
look carefully, there's a secret note hidden in the design of the bottles. If
you should find it, then you would know exactly what to do. Now I've got to buy
a bottle. Secret code...
Mary Jo: Yeah, it's good and I think you'd like it.
Leo: I like
stouts in general and I think a little chocolatey stout would be delicious.
Mary Jo: Very very nice, yeah.
Leo: It sounds
very tempting. Tcho. They sent me some chocolate and they're in San Francisco
and it was founded by Timothy Childs, T-C-H, get it? A technology and chocolate
entrepreneur who used to do vision systems for the space shuttle program, so he
has this kind of tech angle. But the people I was
thinking of was Louis Rizetto and Jane Metcalf, who
started Wired magazine.
Mary Jo: Metcalf, wow.
Leo: Yeah, and
they are the CEO and President of Tcho. So the two
that started Wired magazine currently run Tcho so it's kind of a neat story. Tcho chocolate, if you ever get a chance. It's not just for beer anymore.
Mary Jo: Nice.
Leo: Ladies and
gentlemen, that concludes this thrilling and gripping edition of Windows
Weekly. Paul Thurrott, we will now turn him and his
bee back on, we will get you a new interface. Somebody said check your
thermometer. You don't have a transmitting thermometer in there do you?
Paul: No.
Leo: No, that's
silly talk. We think we know what it is and we're sending him a new piece of
equipment. There it is again.
Paul: What if it
doesn't fix it? I really thought I had this. Mary Jo and I tested this
extensively, I thought we had it and then I talked to someone else. And I make
work calls with Skype so it's-
Leo: Well
what's weird is it comes and goes.
Paul: It's a
mood noise. As I get angry, it gets- I don't know what it is.
Leo: Paul is at
the super site for Windows where there is in fact, no buzzing. It's winsupersite.com and you'll also find his books online
including his Windows phone 8.1 book at windowsphone81book.com, and what's
happening with the Xbox music book, is that moving along?
Paul: It's
coming, it's in progress. I released an update sometime this week.
Leo: Cool, it's
all at Super site. If you go there, I presume there will be some link saying
everything Paul's ever written about Windows phone 8.1, and it would just go
there.
Paul: Yeah,
there is such a link actually.
Leo: Because I
haven't been writing these all day I thought I'd just go there and just go
through it. By the way, I will have my new phone before next week. I should
have gone to Newegg in the first place but out of habit I always go to Expansys, but that's a European company and this way, I'll
get the American LTE. Mary Jo Foley is at allaboutmicrosoft.com. She writes
there and as you can see from the show, she writes about a broad variety of
things, even Xbox.
Mary Jo: Every now and again.
Leo: Every once
in a while. Paul, Mary Jo, thanks for joining us. If you want to join us live,
we do this show every Wednesday 11 am Pacific, 2 pm
Eastern time, 1800 UTC. You can tune in live or you can even join us at the
studio as Todd and Company have. Email ticks at- Well I don't know anybody
else's name so that's why it was Todd and Company.
Paul: Did they
complain?
Leo: Yeah,
they're going, hey what am I chopped liver? The
Norwegian guy and Todd's buddy from-
Paul: I assume
that they drove Todd.
Mary Jo: Todd's driver is here.
Paul: There's
going to be a pansing later because of this. Tears
will be shed. So if you want to join us in the studio, email tickets@twit.tv
and it's not required. If you're in town, we're in Petaluma, Northern CA, just
come on in. But this way, we'll have a chair out for you and we'll put keys to
your new car underneath, it's just so we can prep for you. Which one of these
statements is a bold faced lie, you decide. If you can't be here live, in
studio or on the internet, you can always get on demand audio or video after
the fact at twit.tv/ww for Windows Weekly or
subscribe in your Xbox store or actually the new podcast app in Windows phone
8.1, make sure you get every episode thanks for joining us and we'll see you
next Wednesday on Windows Weekly!