Collected Insights on Microsoft's Q3FY13 Performance

There is plenty of speculation in the industry this quarter about the future of Microsoft given the challenges facing Windows 8. Microsoft reported flat revenues in the Windows Division today, citing the transition in the PC industry overall. The good news is that Microsoft is a diversified business with strengthening enterprise multi-year licensing revenues of 16% as one good sign. New licensing models for Office and the release of Microsoft Azure IaaS platform are both positives, with Online Services Revenue up 18%.

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Is Windows 8 Killing PC Sales? Read the Fine Print: The Report of Windows' Death was an Exaggeration

On May 5, 1907, The New York Times published a column written that same morning by Mark Twain on the news of his death the day before. "You can assure my Virginia friends," said Twain, "that I will make an exhaustive investigation of this report that I have been lost at sea. If there is any foundation for the report, I will at once apprise the anxious public." The event led to the oft-misquoted phrase: "The report of my death was an exaggeration."

Everyone it seems, loves a good untimely death
So much so, the Wikipedia maintains a list of 219 famous erroneous death reports. Paul McCartney was reported dead on a radio show in 1966, with fans convinced he'd been replaced by an impostor. Pope John Paul II is on the list with the distinction of being the only known triple recipient of early death news reports. And the US House of Representatives cemented its reputation as the best comedy show in town when news of Bob Hope's death was reported on the floor and broadcast on C-SPAN...five years too early. And so it goes with taking news at face value.
 
Even me
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Has VDI Peaked? A Change in the Adoption Drivers Sheds New Light, and New Life

Winning teams delight in the 'doing', not the 'winning'
When I was growing up in Pittsburgh, Pennsylvania, Chuck Noll was the head coach of the Pittsburgh Steelers, and his leadership was my first glimpse into what separates teams that win from teams that don't. My favorite quote from Noll exemplifies his view both simply and eloquently: "The thrill isn't in the winning, it's in the doing." What Noll taught his players, including Terry Bradshaw, 'Mean Joe' Green, and Franco Harris, is how to delight in the joy of doing, over the joy of winning. Why? Because the 'winning' won't come unless your passion comes from the 'doing'!

This is why I'm so excited about the explosive trend of BYOD and consumerization of IT on so many levels, from cloud computing to tablets. Workers are putting the joy back into the 'doing' parts of their jobs by exploring different ways of working, and using technologies that often exceed what even the best IT organizations can generally provide. It's also why I think we'll see a rebound of Hosted Virtual Desktops (also known as VDI) through 2013 and beyond. But first, let's look at the data:
 
IT interest in VDI appears to be on a downward trend
Forrester's annual survey of IT decision-makers revealed a drop in interest and plans for VDI initiatives from 2011 to 2012:
 
 
But a shift in the IT drivers for VDI suggests it could actually be an inflection point
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