First Day of the Analyst Meeting
Today was interesting. There was a fire drill that broke up the main tent, talk about not getting off to a stellar start. It was good since the main speaker had 136 slides and the collective groan from the audience that an IBM executive could be that clueless was deafening. Anybody that did return was just being polite. Everyone had checked out mentally.
I of course was in the overflow room so I wasn’t forced to sit through anything I didn’t want to hear, which is most of what the executives have to say. How the analysts don’t bust us for pontificating is beyond me. I think Steve Mills is great. It was his team of idiots that gave him that many slides. The GM’s that work for him are a bunch of blowhards that have ego’s we can hardly fit in a room together. The best part is when Mills treats them like dirt which is appropriate given that’s how they treat everyone else. How they got there has got to be because they have pictures of somebody or they just outlasted everyone else. It isn’t because of their talent or leadership.
The exception is Buell Duncan who as always did a good job presenting, and it was a lively discussion with the analysts. All except one got the concept and saw we were heading in the right direction. I think he just wanted to hear himself talk. Since James is from Redmonk, I gave him a pass as you can’t fix stupid and no one paid attention to him anyway.
One on Ones turned out to be very interesting. I always enjoy the depth of the conversations and how much can get done when you sit down and hash out a problem when you are sincerely trying to create a solution.
For the second year in a row, I got to eat dinner with Laurie M. and again it was a very enjoyable evening. We solved all of the meeting problems of how to make it more lively and interesting for the analysts. Ultimately, Zurich would be a better place than anywhere in Connecticut, and we should give away an i-Pod.
In the dinner line, I asked Rod Smith to be a blog interview, he wants to talk about Ajax and some upcoming things in that area. Talk about getting lucky. Look for that interview soon.
Tomorrow should be even better. We’ll be more relaxed and into the flow. I can’t wait for the open Q and A with all the GM’s on stage and any topic is fair game. Plus, Mills abuses his GM’s the way they should be treated. It is a treat for everyone.