Re:A preview of x64 emulation on Windows for ARM
by tonyedgecombe on Friday December 11, 2020 @08:07AM
(#25385281)
They depend on AMD/Intel to deliver. This is a massive dependency for Microsoft.
The moat that Win32 provides has been eroding for a long time. That's why Microsoft has shifted their focus to the cloud. This technology might slow things a little but the writing is on the wall.
Most enterprises want to deliver software through a browser, the last thing they want to do is install software on the client. My customers have been telling me this for two decades now. They don't even like having Office run locally, they will drop it as soon as the browser version is viable.
Microsoft will be fine, they appear to be a long way along that journey already. I'm not so sure about Intel though. It's in Microsoft's interest for processors to become a commodity product. They would be over the moon if the competition sucked all the profits out of AMD/Intel.
The people who should be most worried though are the HP/Lenovo/Dells of this world. They have been happy to be carried along on the coat tails of WinTel for decades now. They will struggle to adapt to this new world.
The moat that Win32 provides has been eroding for a long time. That's why Microsoft has shifted their focus to the cloud. This technology might slow things a little but the writing is on the wall.
Most enterprises want to deliver software through a browser, the last thing they want to do is install software on the client. My customers have been telling me this for two decades now. They don't even like having Office run locally, they will drop it as soon as the browser version is viable.
Microsoft will be fine, they appear to be a long way along that journey already. I'm not so sure about Intel though. It's in Microsoft's interest for processors to become a commodity product. They would be over the moon if the competition sucked all the profits out of AMD/Intel.
The people who should be most worried though are the HP/Lenovo/Dells of this world. They have been happy to be carried along on the coat tails of WinTel for decades now. They will struggle to adapt to this new world.