Verizon 5G is here

Verizon starts offering home 5G internet today in select markets including LA.  If you're a Verizon customer you can purchase this service for $50 / month ... speeds are near 300mbps, no data caps, and they throw in an Apple TV or Chromecast.

The home broadband oligarchy is over, $50 / month pricing is never going to hold once AT&T and T-Mobile get into the act, I'd be surprised if we didn't see $30/month for 500 mbps speeds by late 2019.  Additionally, with Time Warner now owned by ATT, we’ll see the wireless guys competing on content and programming, so that they’re offering more than just the plumbing for these services.

Comcast, CenturyLink, and the rest of the old guard had better be hard at work figuring out a response to this ... there's no scenario where these new 5G service plans don't completely obliterate the legacy cable company business model.


Azure is crushing it

Microsoft's cloud platform, Microsoft Azure, really seems to be gathering momentum.

The latest sign of this platform's success is the recently announced Azure Virtual Desktop.  By combining Windows 10 with the Office 365 and Azure platforms, Microsoft has given us an early look as its future, a future in which all products are genuinely cloud-first, integrated, and cohesive .... from the humble desktop all the way to Enterprise cloud applications, it can all be done on Microsoft technology using a familiar management interface, and a subscription style, on-demand, fee structure.

After suffering along with other Microsoft consultants during the early days of Azure and O365, it's remarkable to me how much they have improved their vision and execution for theser platforms.


AMD ... wow

Incredible to see that run that AMD is on right now (and NVDA before them).

One thing is sure, the Intel/Microsoft monopoly is fully dead, it's innovate and move in tech right now, or else.


Dynamics 365, Dynamics Business Central.

Dynamics 365 is the "new" brand for all of Microsoft's business apps.  Within that brand is Dynamics Business Central, which is basically a multi-tenant, Azure cloud hosted Dynamics NAV.  Dynamics NAV as a brand will be retired, and it will be only Dynamics 365 Business Central moving into 2019, or at least that's the info we have now.  My guess is that Microsoft is going to re-think this branding somewhat ... they may want to keep the 365 I'm fairly sure, but Dynamics itself could be replaced, and Business Central may not be the final answer.

Beyond the marketing, these collection of platforms offer a lot of true value.  My guess it that the Office 365 momentum is going to start really impact D365 moving into 2019, since every D365 customer has so much opportunity with the Appsource and native apps in Office 365.   It's actually a value story that virtually no other publisher can offer, and hopefully Microsoft is effective in communicating this message to customers in coming quarters. 


Goodbye Windows 7, hello Microsoft 365

Dell emailed me today to let me know that Windows 7 won't be available from them after October.  OK.

It may surprise people to know how well Windows 7 still sells, so this will create some issues for users.  But with Microsoft's thrilling success with the Office 365 platform, it was only a matter of time until standalone operating systems were fully phased into a subscription platform ... expect to see huge muscle behind Microsoft 365 this fall, Microsoft's subscription service for both Windows + Office.  It's ultimately a great deal for both sides as customers get cost certainty, and Microsoft keeps its products up-to-date and moving, as opposed to waiting for the OEM upgrade cycles.