Back to the Future, Microsoft is IBM, circa 1980’s-early 1990’s

In 2012, my prediction has come true, although IBM is guilty of the same process of stacking reviews of people killing employee morale and innovation.

Original Article here:

History is reliving itself.

Take a dominant company with a large market share with essentially a proprietary product and have it grow to a large enough size based on a subscription or renewal/upgrade model, and you have either pre-Gerstner IBM or Microsoft today.

Peter Drucker has made very relevant descriptions of how companies reach plateaus and either change, tread water or decline. I’m not an analyst, but I can’t help notice that Microsoft is following a similar path that IBM lead in the late 80’s/early 90’s .

I have questions after hearing Vista is delayed, like how long can you miss your product introductions and keep credibility happy customers before they search for options (Linux, Workplace, name your new desktop platform here)? Um Bill, when Lou Gerstner took the reigns, people who missed deadlines had a career decision made for them as opposed to the pre-Lou years when things just went as they went. Look where that got us.

How long before external issues begat internal strife? Mini-Microsoft describes some management issues here calling for the leadership to be fired now.

How long before it affects your other products like Office? (StarOffice, OpenOffice anyone?)

Peter would be rolling in his grave right now to see this happening all over again. IBM went through this and almost didn’t survive. I’m not predicting a company death here, but if something doesn’t change, the market will change it for them as we vote with our dollars. Doesn’t anyone learn from history?

There are too many competitors out there today Microsoft, I know Steve Ballmer is firing shots across the bow at IBM, but I think that Oracle, Apple, Google and a host of others have more marketshare in mind than gathering crumbs under the Microsoft Thanksgiving table. Next time you shoot at IBM, you should look in the mirror and think if the following words mean anything to you? They do to the customers, the industry and history…..

Proprietary, Monopolistic, Bureaucratic, Schizophrenic about the competition.

Competition is good. It promotes Innovation and lower prices, oh yeah, it delivers your products on time or you get a career decision made for you.

Nice Chip Job Apple

Macslash reports that Apple picked Intel for it’s new processor because it was faster and they got more attention from Intel. Ok, I get that. What should they say, we picked it because it was the same?

Today I read stories from the WSJ, Financial Times, Reuters (sorry, they’re paid links, but the stories are all over the place) that IBM has a new Power chip that is clocking in at 6 Mhz and lower power and heat consumption. Just after the big Intel/Mac splash, here comes a chip revolution.

Was this a bad choice by Apple to switch? History will decide, but I’m thinking that since IBM has all the game boxes and there is a move to control the consumer market in the house for audio/visual/lights/AC that this is going run together. The person that controls the entertainment and the house from a pc is a winner.

So I ask, did Apple make a mistake going to Intel? Switching your OS to work with different hardware is no small feat, so there had to be some thought going into it. I thought when they made the switch, here comes another Intel box, and since it was vehemently denied, it’s probably truer than we were led to believe.

All the articles today say that the other chip makers are going to have to do some catch up to the new Power 6 chip, so who’s made the right decision here? Apple has made some good decisions before. I-Pod is a killer product, but more of a one off as more stuff is going to be integrated into the phone/mp3 player/thumb type email device. Palm was once dominant too, ask Blackberry users what they would rather have there.

So I’m going to be watching the Mac numbers and Apple spin.

Disclaimer: even though I’m and IBM’r, I love my video I-pod, and I’ve worked as an Apple dealer selling tons of Mac’s in a prior job. I have no affiliation with the chip division other than through working for the same company. I looked at this one as if I was an outsider.

Grocery shopping observations and comedy

I’ll state up front that Dave Barry should have written this, because I just can’t do it proper justice, but here goes.

I love going to the grocery store, not just because I get to buy stuff to eat, but it’s a people show extraordinaire. I pretty much hate shopping, it’s go get what I need and get out like most real guys. But the grocery store is different.

I first noticed that I liked going back when I lived in South Florida, where I spent most of my single years. People would get dolled up to go to the mall, out to dinner, the movies, anywhere. But ask them to go to the store and they’ll put anything on, anytime of day. I’ve seen some cuties that looked like death warmed over picking up something to eat. There was of course, some making the walk of shame picking up eats or coffee on the way home early in the morning.

Since it was South Florida, there were a few phenomenons. If you went to the store by the beach, people would shop in their bathing suits. Being a normal single male (walking hormone) at that time of my life, this made for quite a bit of entertainment. I’ll make only passing comments here about liking the frozen aisle.

The other phenomena there is that there were a lot of old retired cranky people, mostly moved down from New York which made for endless shopping entertainment. Where I lived in Delray Beach, they used to bus them in from the retirement villages, either Kings Point or Century Village, affectionally known as cemetery village. They’d hit the Publix en mass and raise the level of complaining to new highs. I varied between going to see this almost like going to a sporting event, and avoiding it because it could really grind on you. These folks could spend 30 minutes complaining to the manager about a 5 cent increase in the price of anything. If there was an advertised special, they moved faster to get there than the rest of the year, except maybe to the bathroom after prune breaks. Hitting each other with their shopping carts was hilarious until it happened to me. I politely informed the person that if they did it again, they’d wind up in the meat section.

You can tell pretty much the state of life they are in by what’s in their cart. The college kids usually had health food like cheez-its for breakfast, a frozen pizza and a case or two of beer, real cheap beer like old Milwaukee, Busch, Pabst or Schlitz when it was available. Young couples would have 40 cans of baby food and diapers. Middle age had progressively healthier food, the elderly’s had prune juice and polident.

The time of day that you shopped will vary the crowd also. The moms running households dominate the morning, Working moms and dads are on Saturday mornings. The folks picking up something for dinner after work are regulars from 5-7 PM. Anywhere from 10 PM on, especially are the partiers. Anyone after 10 in the twinkie aisle had the munchies.

Who don’t you want to see at the grocery store? Anyone you know usually, especially someone from work. Unless you’re already lunch buddies, the level of uncomfortableness increases dramatically with how far away they are from your cube. What’s really embarrassing is someone you know and forgot their name. People duck down the quickest escape route to avoid conversation like there was a nerve gas explosion for this one. I find it especially rewarding to see someone I know who looks like death warmed over at the store, but they spend extra time to be dolled up at work. I’ll always make it a point to say hello, even when I wouldn’t want to talk. One person whose name I’ll not mention does have her hair always perfect, I can’t figure this out. My son’s kindergarten teacher told us at orientation that seeing someone at the store was her least favorite place to see a parent as she would have to run down the kid’s behavior.

Back to South Florida, seeing someone you work with in a bathing suit at the store was like a touchdown and an extra point for me. Invariably, they acted like they were naked in public for which I got endless pleasure.

It’s a lot different now that I live in North Carolina and am married and running a household. It’s a contest to see if you can hit double or triple coupon day to see how much you can save. The old people are different here also. I heard the other day, “please get in front of me, you have a baby and I’m not in that big a hurry”.

Also, as I’ve mentioned, I have a dog, and we have to pick up the output when we take her for a walk. Only plastic (not paper) works for that. Since she goes for a walk about 20 times a day, we need a big supply of bags. So its always a struggle to get as many bags as possible for this while the store tries to cram every item you buy into as few as possible.

And about me, think I care what I look like? Think again. I’ll put on jeans and a hat and it’s off to funland, hunting for co-workers. Too bad we live inland now.

Hey Microsoft, it's IBM deja vu… all over again

I’ve been watching this phenomenon happen now for a few years. In fact, because I think that James Governer is a better writer than me (ok, it’s not even close), I suggested for him to get rich writing this book….James, there’s still time.

Microsoft is facing what the old IBM faced in enough ways that it’s now not a conincidence. Since my due dilligence on this hasn’t been approved by anyone, I’ll just mention a few public similarities.

Back in the pre-PC mainframe heyday, IBM had what some would call proprietary architecture. The industry then revolted with of all things DOS/Windows, ethernet, distributed computing, etc. Now the roles have reversed and Windows is proprietary and IBM is pushing Open Standards. I guess it’s human nature to want to have control and to not want to be controlled.

IBM was the big bad corporation, Microsoft was the upstart that freed everyone from the data center. Now Microsofts server product is called Data Center.

IBM had some legal troubles with monopolistic behavior, I think Microsoft has it’s hands full with this distraction right now. I won’t go into distraction too much. I’ll leave it with if you take your eye off the ball, you can’t hit it.

These are merely symptoms of the condition though, here’s another. Yesterday, there was and organizational change in Redmond, Microsoft Management Undergoes Major Overhaul . I’ve been through 100’s of these changes in my career. Some really shook up a group and things took off (very few times did this happen), some were monumental failures (more often than not) and some were treading water (some things changed, but the results were about the same). One fact that is not lost on me is that when you’re killing the competition, or when things are working well, few teams will change their line up.

Re-inventing yourself is how a company can survive key times in their existance. Re-shuffling is not the same thing. IBM has had faced this a number of times (remember typewriters, 360, Akers to Gerstner, commitment to open), and now Microsoft may face an IBM sized challenge.

I spent a good part of the day with an analyst yesterday and we had this conversation (I’ll keep him anonymous for now). He rightly points out that one company doesn’t have to take away a big portion of the desktop OS market, but many companies can take a small piece causing the same erosion effect. Heck, even a shift in technology to something like a handheld device with lots of bandwidth can cause the OS to be irrelevant.

Other companies haven’t managed as well, remember DEC?

Microsoft has $50 billion cash sitting around, so they are not in financial trouble, so they could tread water for a long time. Managing shifts in technology is an issue, dealing with people and their loyalties (internal and external) is a bigger challenge. This is a fast and ever changing industry. It’s tough to keep up. My analyst pal and I also talked about the defining changes in history like from horse and buggy to trains, to cars, to planes.

The first closing I ever put on my email was this, change is the only thing that stays the same. Others point this out, it’s tough to get to number one, it’s tougher to stay there.

Everyone shoots at number one.

Will history repeat itself? Not exactly, but there are only a few big corporations and their problems, while not exact are similar.

I’d like to get in my DeLorean with a flux-capacitor and go back to the future to see what happens and how this works out. Maybe James will be rich enough to invite me to his new place in the Mediterranean that he can buy from book royalties?

Blogging at IBM, a snowball rolling down hill

This time last year, we put up the developerWorks blog as the first external IBM blog site. It was a small snowball barely dropped from the top of Mount IBM.  It turns out be an end around being able to blog at IBM who now want to establish a company wide policy that will smother and restrict effective blogging communications.  Fortunately, IBM Corporate Comm’s is clueless and so behind the times and we were able to put this site up under their noses without much effort.  Since we did it without asking, it now can’t be taken down as too many people look to this site for blogs.  Many people are trying to get on to it so for now, we control the outbound blog content unlike comm’s department in Armonk which moves at the speed of smell.

Armonk communications is a bubble that can’t see past New York, led by a hot head who ran Ed Koch’s liberal political campaign.  Their lack of vision is the bane of much of the sterile communications that you read about when IBM is discussed.  While they see it as a well oiled machine, the rest of the comm’s team who actually does all the work, know that they are a ball and chain that has to be worked around to get anything done.  The developerWorks blog site is a prime example of how to work around people such as those in Armonk.

It’s funny, almost like the tail wagging the dog, as we are doing what we want, whenever we want, while the rest of every word written from IBM goes under the microscope at the home office, effectively removing any creativity or actual information that might be helpful.  If you don’t believe it, read a press release.  It is quite enjoyable to usurp the Stalin like control that they try to impose on everyone else, and act like a regular company who understands how to deal with the media.

I decided to list my blog there as I was the first official blogger for IBM analyst relations and have set many of the policies up until now, including starting and running blogging for IBM A/R.  When the corporate communications machine finds a way to destroy the effectiveness through obsessive guidelines overseen by people who have never written or likely read a blog, any control I currently have will diminish.  They are so paranoid from the monopoly trial that they manage to put effective PR into the stone ages. Fortunately, they are so obsessed with the media right now, the most effective communications program is on the analyst side as they don’t understand what it is.  Anytime they try to interfere, they treat A/R like pr and look silly.

At that point, my blog may or may not be on the corporate site depending on the rules and guidelines. Since I don’t care what they say (and best of all am not in NY, which the powers that be can’t see beyond) and have learned to be more creative about communicating through social media than they have, I’ll make that decision as needed on my terms.  I’ll likely then be on new social media platforms that are industry wide so it won’t be tough to stay ahead of them while keeping current with the rest of the world.  Since they move so slowly for fear of actually stepping out into the real world, I won’t have to worry about it for a while.

With prodding from the outside (thanks to the analyst community) and many unconnected but interesting bloggers, we got the fever. Now there is the internal blog with thousands of bloggers going at it (another IBM communication killer since the audience is IBM’ers), a mainframe blog, gamers and worst of all attention on this from the top.

What I see is momentum for blogging that started as grass-roots inertia (bottom up, not the usual top down) which I believe is best (ask RIM or Palm). Sure, we were a bit later than some companies, but it won’t be that long for us to catch up. Fortunately, I started my blog and put up the developerWorks site like we did and that is how it will be done.  All we need is a few rock stars to start writing.

Now the blog plan is prominent in the outreach plans for new products and announcements.  Normal companies do this and since I came from the outside where I honed my skills staying ahead of companies like IBM, it is important to connect on terms with the audience that are mutually agreeable and most effective.  I knew that I’d already won and would get the message of the company I represented if there were IBM communicaitons people in the room.  Sure, they were the 800 lb. gorrilla in the room, but as soon as I got time with the media or analysts, they were far more likely to work with me as A) I wasnt’ trying to write their story and B) I actually was working in the 20th or 21st century.  I’ll bet those same comm’s folks were hell with tabulation machines and IBM 360’s.

So it’s more like cells dividing, people from all over the world in IBM are jumping on this as they should. Many of the execs who are the busiest people in the world are blogging Buell Duncan and IWB.

I’ve watched trends for a while at IBM, lots of hype at first, then some catch on or fizzle out, but this one has legs…the snowball is now big, and for now the only blog site at IBM until the wonks in IBM corporate communications figure out how to sterilize this also.  The fact that I can write this clearly shows that they have no clue about social media at this point, nor do they move faster than cold honey.

If you’re reading this, you likely had something to do with IBM blogging brought to you by developerWorks. Thanks.  We offer more information on a timely basis that is more meaningful than you’d ever find from the wonks in Armonk.

The faces of humanity

Update: I posted this in 2005.  My daughters then bf got bent out of shape because I spoke the truth.  He was going to write a rebuttal, but didn’t.  This was before the Kardashian sex tape or their awful show that I never have watched.  It turns out that this was right all along and he’s done a 180 now that he is in the working world.  My sister has lost everything now, but due to financial mismanagement and the inability of her husband to keep a job, not due to natural disasters That is a different story.

I was going to call it the 2 faces of humanity, just thinking of what the folks in Louisiana, Mississippi and Alabama are going through bringing out the good and bad in some, but it occurred to me that there are many flavors of this subject. But for this post, I’ll concentrate on the simple good and bad.

What is happening in those states is devastating. I can only mildly relate as we’ve had some bad hurricanes here (Fran comes to mind in NC where some are still recovering) and a recent ice storm where we were out of power for a week, but it is bad there. My sister lives near Lake Pontchartrain and has likely lost her house. Her family got out in time and are living with my parents right now, lucky them. It’s not the same for those who have lost lives, jobs, family and other things like heirlooms and photo’s which are forever gone.

These catastrophe’s bring out the good in some folks. Already there are local fisherman driving around in bass boats rescuing people from their houses. There are organizations which are gathering supplies, people lining up to donate time and money to help. I read this morning where you can donate like the Red Cross , Samaritans Purse, and other good groups who are sincere in helping out. FEMA is organizing for the biggest relief effort ever. For those that get my feed via RSS, I’ll be visiting del.ico.us today to add them to my list.

Then there is the other side. I’ve seen reports of looters, the construction scammers, insurance fraud and many others. This is also unfortunately something that raises it’s ugly head during these times. I hope that this is kept in check.

Then the way we can act hit me. Through the power of DVR (i was scanning and deleting shows), I happened to watch back to back the hurricane coverage then the reality show, “filthy rich cattle drive” where the spoiled brat kids of celebrity’s are “roughing” it on a cattle drive. This is like going to a zoo to watch animals. These kids are the most narcissistic people I’ve ever seen, worried about how they look, trying to get make up, dry cleaning and Fed Ex in the middle of nowhere and me, me, me. This was supposed to be about helping a charity.  One of them of course was Kim Kardashian.

It’s just to ironic that these two faces of humanity are happening at the same time.

Natural disasters have been happening since the creation of the earth. There was the tsunami last year for example. Fortunately, people have stepped up and helped others through the course of history and I hope and pray it happens here.

A lesson that strikes me (besides the obvious of striving to be good) is to be prepared and to be able to take care of yourself in the many situations life will present to you. Acts of God like this (even for skeptics, this is the clause in your homeowners insurance) will continue, so dealing with it is inevitable. Being ready in anything is half the battle sometimes. Appreciate your family, friends and experiences in life. It’s times like this that remind you how important and fleeting they can be.

So it’s off to my now seemingly trivial day when compared to those now trying to put their lives back together.

Update on Sis: just heard from her and the house made it, but she won’t be able to go back for months. Thanks to those folks who sent regards.