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Bill Gates: Windows Hardware Engineering Conference (WinHEC) 2007

Transcript of Remarks by Bill Gates, Chairman, Microsoft Corporation  —  Windows Hardware Engineering Conference (WinHEC) 2007  —  BILL GATES: Well, good morning.  This is a very important conference.

Microsoft

Context & Ripple Effects

This is Gates's second partner-facing keynote in a week. At the Strategic Account Summit on May 9 he made the case for Microsoft's advertising ambitions and previewed a communications product for small businesses; WinHEC is the other half of that audience — the hardware engineers and PC makers who build what Windows runs on. Earlier in the cycle, Microsoft had already been working the same playbook publicly, webcasting its presence at the 2006 International CES to reach consumers and partners alike.

First-order effects

  • Gates calls this 'a very important conference' because WinHEC is where Microsoft hands the PC hardware ecosystem its marching orders: the OEMs, board and peripheral vendors, and driver developers in the room leave with the signal they need to align product plans with the next Windows generation.

Second-order effects

  • Component and peripherals suppliers calibrate launch timing and compatibility investments to whatever Windows direction Microsoft signals from the WinHEC stage, since missing that cadence means shipping hardware that lags the platform.

Third-order effects

  • If the pattern holds, Microsoft's conference calendar functions as the de facto planning rhythm for the entire PC supply chain — one vendor's keynote schedule quietly setting roadmap deadlines for an industry of suppliers.

The trend: Microsoft keeps using WinHEC as its annual instrument for synchronizing PC hardware vendors around the next Windows release, with Gates personally fronting the message.