Microsoft $MSFT and Blackberry $RIMM should be really scared of their enterprise market pie
filed in Ecosystem iOS, Ecosystem Windows Phone on Jan.26, 2011
Today we got 2 contrasting reports. The first is a report showing how Microsoft want to help their distributors or sales tackle iPAD in the enterprise market:

It’s one thing for the iPad — which launched less than a year ago — to capture "casual consumers" who previously spent $800 or for a full-featured Windows PC, only to find they were using it mainly for e-mail, Web surfing, and games. The iPad does all of those things well — in many cases better than Windows — and it’s easier to use and maintain. Microsoft seems to be OK with losing a couple points of consumer market share now and hoping to capture those consumers back with the next version of Windows in a couple years.
But the enterprise is supposed to be Microsoft’s core. Windows has dominated the enterprise desktop for more than 20 years. Most enterprises have a few Macs around — usually in the design department — and there are always programmers who prefer to work with Linux. But the vast majority of what Microsoft calls "information workers" still use Windows and Office.
Apple is making a push into the enterprise with the iPad — it’s hiring salespeople to work with carriers like Verizon to sell iPads into large companies, and Wall Street banks like JP Morgan are starting to allow them in.
As ZDNet‘s Mary Jo Foley has found, this has apparently scared Microsoft into action. The company has prepared a set of marketing slides for the partners who sell into enterprises, briefing them on how to counter interest in the iPad. They’re supposed to familiarize themselves with the Windows 7 slates that PC makers are making today, then talk to enterprises about things like security and management, where Windows has a long-standing edge.
What is so lame about Microsoft is that they have yet to put out a credible fight against a well created device.
They are essentially selling vaporware now!
In another report, those enterprises that have tested iOS in enterprises seem comfortable with it such that they wouldn’t want to go back to Blackberry:
The result “was a fantastic experience as it was easier/faster to access data (touch UI) than on the Blackberry. It was also great to only have to carry one device for personal and corporate email access.”
They’re using Good [iTunes link] for messaging so users complain about the lack of background email receipt, and they do miss the BlackBerry notification light but the positives “far outweigh these issues”.
Apple reported over 80% of Fortune 100 were piloting or deploying iPad, an unheard of adoption rate for new technology.
I think Microsoft and Blackberry stock is looking more dangerous now then ever. Was it a value buy? I think I wouldn’t touch them now unless I see some real offense here.

