Microsoft is holding its annual TechEd conference next week in New Orleans, where industry watchers are looking for Microsoft to sustain the buzz around Windows Phone 7, as well as share details about its cloud computing strategy in general and Azure cloud services in particular.
Mobile momentum is Microsoft's to lose. With Windows Phone 7, Microsoft is making a risky bid to win a big piece of the mobile market. But its mobile news, if there is any, won't be able to escape comparison to Apple's expected news around the iPhone OS 4.0 release and possibly a fourth-generation iPhone handset.
[ Stay up on tech news and reviews from your smartphone at infoworldmobile.com. | Get the best iPhone and iPad apps for pros with our business iPhone apps finder. | Keep up on key mobile developments and insights with the Mobile Edge blog and Mobilize newsletter. ]
To sustain the positive buzz around Windows Phone 7, Microsoft needs to keep courting developers, who so far have been working with early versions of both the operating system and development tools. On their wish lists are real handsets that meet the Windows Phone 7 hardware specification and beta versions of the operating system itself.
There are any number of cloud topics Microsoft could address at TechEd, from its struggle to wrench momentum away from Google Apps, to security of the cloud, and licensing the use of Windows in cloud services. But Microsoft's strategy around Azure seems to be less well-defined than its other cloud ventures, and therefore may receive a bigger focus at TechEd, analysts say.
"I expect them to make a major move" regarding Azure, says Burton Group analyst Drue Reeves, who believes Microsoft has to walk a fine line with Azure, which delivers a cloud-based operating system, relational database and several other services.
Azure potentially poses a conflict of interest for Microsoft, he says. Microsoft wants partners to use the Hyper-V virtualization technology and .Net software framework to build cloud services, but the market presence of Azure might dissuade cloud providers from using those Microsoft technologies, Reeves says.