Sunday, 14 November 2010

Memento mori

 

One of the most important celebrations and rites in ancient Rome were the Triumphs. These were ceremonies granted to victorious generals after a successful campaign against an enemy of equal status to theirs. Triumphs, therefore, had no sense when a military campaign was against a slave revolt, for example.

These celebrations were structured around a big military parade which included the victorious general leading his actual troops, treasures and spoils form battle captured to enemy, and enemy leaders too, who were later to be executed in different ways. Celebrations as well included public games and shows, big banquets paid for by the triumphant general, and could eventually last several days.

It was the glory day for the general, who got all the privileges and attention form the whole city of Rome. He was the man of the day, certainly, and not even the Consuls could defy the general’s authority during the triumph.

Military was important for the Romans at that time, and several important Consuls got the job precisely after having succeeded in battle: Gnaeus Pompeius Magnus, Julius Caesar, Gaius Marius, Lucius Sulla are good examples, representatives of the top class in the most glorious times of the Roman Republic.

It is said that human beings can live about 40 days without eating, and may survive about 10 days without water, but not more than 10 minutes without some sort of flattering. Aware of this, and with the intention to limit the triumphant general’s self ambitions, custom set that the triumphant general carried behind him in his very chariot a slave who was instructed to whisper regularly in the general’s ear “Remember, sir, that you are still a mortal”…

For more than fifteen years the Microsoft Legions have mastered the IT world like old Romans did in the known world of the time. For fifteen years they have rallied the world with all types of celebrations and triumphal parades. For fifteen years the “Pax Microsoftiana” has set the foundations of the industry.

But it seems the beginning of the end f the world as Microsoft conceived it might not be far from now, and it looks like Gates, Ballmer and their General Staffs have missed the words from the slaves they should have carried in their war chariots in their triumphs, if they ever thought of carrying them.

With their empire seriously threatened, as the Roman one was by the barbarian hordes coming from the North, now they begin to realize that they should have reacted years ago. “We missed the whole cycle”, Big Ape states. Well, more than one big cycle, we’d say. Too comfortable in its own complacency, Microsoft failed to understand there was life beyond their company, and clearly intelligent one.

Still a heavy tanker, though, relying more in the cost of change that their installed base may not be able to afford than in real innovation, it won’t clearly sink fast and easy. Like the Roman Empire, it will fall at one  point in time, though still its heritage might influence their conquerors latently, as Roman culture did since its fall up to this day.

But certainly more in the road to past

History than in the way to the future.

Friday, 12 November 2010

Frankenstein’s monster

 

If androids are originally artificially-made human-like entities, sort of robots, then we could consider the monster created by Herr Doktor Frankenstein one of the first ones, if not the very first, according to the wonderful story by Mary Shelley.

Human-like he was indeed, as he was made from dead human body parts her creator stole from cemeteries.

Alive thanks to science, once he was conscious of himself as a live being, the circumstances turned him against his creator and his closest friends, whom he ultimately ended up killing or contributing actively to their deaths.

Google, as a modern Doktor Frankenstein, has too created an Android. Still, Android per se has no sense by itself unless handset vendors use it and actually distribute it.

Open and free an operating system it is, Android can turn to a monster quite easily. And a dangerous one.

Watch out, hardware vendors on Android… some of you may not make it for the next version of the monster. By the way, isn’t it ironic that the Apple you wanted to compete against set already the example you might need to follow?

 

Huff and Puff

 

… said the Big Bad Wolf… But this time it was the brick house.

We are afraid the Pontifex Maximus’ bluff was just that. A bluff.

Where is the evidence, Big Mouth Larry? Whose credibility is now at the stake?

You have live long enough to have learnt the closer you get to the fire, the more you get burnt, Pontifex.

 

Google dixit

 

Google dixit, indeed, though we would say they fall short.

Probably Marissa Meyer went further and elaborated more, or eventually was cut short because of timing reasons and she was only allowed a tagline that she tried to summarize as much as she could.

Not only what the guy has done, but as well whatever is yet to come, as it is unthinkable to figure Apple out without him, not thinkable it is to imagine him without Apple. Not cancer nor a liver transplant have been enough to cut the link between the two, and cut was the link voluntarily, under much more favorable circumstances, between Microsoft and Billy Gates.

There is a fantastic recognition Google, by the way, already made to Steve Jobs, which is tempting him to serve as their CEO.

However, the best recognition is not told, yet obvious to those who have further vision: Google de facto tries to copy Apple. Just look at Android…

We stand up and applaud, first to Google for their comments, then to Steve Jobs, for though we compared him already to Sun-Tzu and Clausewitz, after thinking it twice, we should say he went even further. The formers were great theoreticians on strategy. Jobs moved beyond, and executed his strategy too.

Androids are vegetarian

 

When choosing something cool, yet personal to buy, customers make their choice based on differences. Differences that are worth paying for, that is. However, differences will have to be within a common trend or fashion.

In today’s consumer electronics market, fashion and trends mean smartphones. It is certainly not enough to have a standard mobile phone to talk or text, which is at reach for almost anybody today. Smartphones are wanted.

So the big question for a smartphone potential customer is which one to buy. The choice, again, will be based on difference between the available alternatives, and the value each difference represents to the user.

In a simplified analysis, we could say that there are two main differentiators for these products: Price/cost and features/capabilities/usability.

If we take a look to the main players in the smartphone market, from an operating system perspective, we see Android with its different flavors or versions, IOS4 by Apple, Symbian by Nokia and Blackberry by RIMM.

If we dig a bit through them, we come to the conclusion that there are only two clear leaders, one for each of the differentiation groups.

On one side, we got Android, an open operating system with the enormous advantage of cost, as it is free. This platform provides many functionalities RIMM or Nokia lack, a powerful app base with plenty of developers backing it, and a broad choice of handset manufacturers who will compete against themselves within this platform to make additional differentiation, and, therefore, reinforcing a trend lowering prices.

On the other side, we have Apple with IOS4 as undisputed leader for having set trends in the overall market, coming form the super-successful iPod success, and backed by all the brand reputation they have. Leaders in the app development and selling environments, with iTunes model, and the solid reputation for quality and usability they have proven. In fact, they represent the model others are following, from a conceptual perspective at least.

Despite all the comparisons these two are starring in the news and in the media, we do not really see a major war between them beyond their own natural spaces, given the different strategies after each of them.

Apple leads in innovation, quality, user experience and time to market, and is led my a single company that provides both hardware and software.

Androids lead in price and cost, keeping a reasonable pace from a technology and usability point of view with Apple. Now, their dependence on the different handset manufacturers may lead them to unnecessary conflict between them and need to further differentiate between themselves, potentially at the expense of sacrificing features, capability, quality, usability or reliability; as well, these eventual conflicts would have additional complication by needing to keep an eye on potential newcomers (open free operating system, remember).

So after some consolidation of the market, we believe there will be a natural (not necessarily sought though) od positioning Android as sort of “the affordable iPhone”. or “the cheap iPhone”, similarly to to what local and small unknown brands tried to do when selling their own “clone” PCs (“IBM compatible”, remember?) years ago.

“Affordable” or “cheap” alternatives to quality leaders are always well accepted by the market, and volumes come quickly up for them. Not everybody may afford buying the quality and technology leader’s products. Every car owner would like to drive BMW or Mercedes, yet these are not volume sales leaders, are they? And every man in the world would like to have an Armani suit for each day and carry a Louis Vuitton suitcase when traveling. But Toyota, Volkswagen and Renault might do with good enough cars, and it does not really matter for many people to buy their suits at Sears and travel with an unknown brand case.

The proof is the massive growth by Androids in the latest reported figures, which have not harmed Apple at all, as much as a big sales increase for Toyota or Volkswagen won’t worry a Mercedes dealer much, not to talk a Bentley, or a Ferrari one. In fact, what Androids are doing by an “affordable” offering is basically making the market grow by addressing population segments Apple’s would not reach even if left alone. Apple is probably less interested in additional volumes beyond a certain limit if they come at the expense of profits. At the end of the day, Apple is there to make money too. Especially after their near-to-death arch-famous experience in the 1990s. Truly, Apple’s sitting today on a war chest of about $51 billion, according to lots of online reports, which is twice as much of what Dell is worth at this moment in NYSE, as a reference. Apple will probably sell always less units than Android, but with much healthier financials, as their prices will be higher, and profits will come both from hardware and software. Android will make greater unit volumes, though average selling price and profits will be lower by unit, mainly moving to the handset vendors, and indirectly through ad selling to Google.

The second slice of the market that Androids are eating, is coming, therefore, from Blackberry and Symbian. A legacy niche seems to be what the future looks like for the Finnish guys, who’d better ask Santa Claus for the upcoming Christmas season for a time machine that brings the market back to several years ago, when they were the king of the hill, while the Canadian RIMM still sits on a volume leadership position (which is quickly being eroded) thanks to the cost of change that many businesses have to remove them (smartphone features at Blackberry were initially addresses to businesses more than to consumers, and very successfully, by the way). Still, their technical restrictions and limited functionality do not allow a bright future out of their niches, particularly when it is the consumer market who is driving more trends and techno than professional users.

The proof here is that the expectations for growth and revenue for these guys are more oriented to less developed markets, like Latin America or India.

For the moment, both Apple and Android seem to be able to enjoy their (different) success stories, and yet compatible, it seems. Fast growth, however, will side better with the Androids, whose armies will be eating a important portions of the market period after period… Vegetarians they seem, these Androids, as they are slowly eating the Blackberries. Vegetarians, but certainly not Apple eaters.

No luck for the bride’s kin

 

Some days ago we were talking about wedding plans. We anticipated some risks, if you would allow us to put it that way.

The ceremony was set, as set was the banquet and the afterward party.

A lovely venue, live musicians, nice food wonderfully served, and a magnificent wedding cake. The bride’s father threw in about $400 million to secure the best celebration ever, and after having arrived late, and with no particular fantastic nor blinding attrezzo, the wedding carried on.

Nobody realized the disappointment for a significant portion of the guests, who actually left the wedding ceremony before it finished, leaving behind only the loyal members of the bride’s family. To few people for all the fanfare that had been set up afterwards at the banquet.

All through the party, the groom looked passive and distracted, ignoring even having upset the bride forgetting to kiss her before they left the church, and nobody remembered to take any camera for picturing the moment the newlyweds were supposed to cut the cake.

The following day, when considering how it went, the bride’s father even considered a yard sale for many of the presents his daughter got, and cancelling the honeymoon trip (no refund, of course).

One of the few family loyalists who remained until the very end, probably to comfort the sad bride, was her elder sister. Some time ago, in fact, she had a similar experience. Was not the sister’s wedding another disaster?

Microsoft Kin 1 and 2There must be something wrong in the bride’s kin… And we are not talking the bride’s dad, who we already have known for long

 

 

 

 

 

Thursday, 11 November 2010

There’s a “cap” for that

 

A few days ago we went with some friends to a shopping mall for a walk and buy a few things here and there.

In a certain moment, we walked by a Starbucks coffee shop, and one of us suggested making a break and stopping a short while for a coffee. It was a great idea, and many of us already headed into the shop.

No wonder, Starbucks is indeed a nice place to have coffee. Fresh environment, cool style, lots of variations and flavors of different coffee styles indeed. You can even have some extras, like assorted pastries, cupcakes, muffins or cookies… or alternative chocolate beverages. Fantastic service, quite personalized, young waiters and waitresses will call you by name to give you your drinks in hand. Fancy people here and there, from youngsters having a chocolate shake to senior people peacefully enjoying a cappuccino. There is all you could ask from a coffee shop…

However, one of us hesitated. He was not really sure about stepping into Starbucks. So he took his smartphone, and with a couple of gestures, he checked into something, and called all of us.

He suggested we went to his place, which was not really far from there, about a 5 minutes drive, so he would offer us what he said was really good coffee, the style we preferred. He only asked us allow him a 2 minutes stop on our way.

Shortly after we were comfortably sitting in his living room, and he asked us what sort of coffee we wanted. One of us asked for a strong long black coffee, another two wanted espressos, and there were requests for cappuccinos and even café au lait too. Strong and mild coffees were asked for within the group.

A minute later, our host came with a nice coffee service, and a special tray with different capsules so we could choose ourselves the actual coffee we would have. Can’t remember all the names, but there were red, green, purple, blue, black, brownish, yellow capsules, and each one of us could see in the cover what was the coffee like in each cap.

Clean and neatly, a few minutes after everybody had chosen his or her cap, we were enjoying a nice friendly conversation, fostered by the pleasant atmosphere, and one of us asked our host: “Hey, so are these all the different flavors you can have with Nespresso?”, pointing to the tray with all the remaining caps.

“Not at all”, he answered. “There are plenty more available, I just have at home my favorites”.

“But how do you manage when you run out of caps?”, another one asked.

“Well, know what? There’s an app for that”.

No kidding, he produced his smartphone from his pocket, and there it was: A nice Nespresso App from the iTunes online store, where his customer profile was predefined, and after keying his password in, a predefined order was ready for his to confirm, the ready to deliver in less than 24 hours.

In the meantime, we were really enjoying our coffees, the company and the conversation that was going on.

Another question popped up: “There are quite a lot of your favorites there in the tray, and yet there are many more available. Why do you prefer these ones?”

Our host smiled and promptly came with an answer: “Make an educated guess”, said he. “In fact, the coffee I might have in a given moment depends on many things. It depends on who you are with, the time of the day, the sort of conversation you are having… It is not the same to have coffee for breakfast than to enjoy a warm decaf after a lovely dinner with your sweetheart, is it?”

“Ah, so you have different choice for each different moment, don’t you?”

“Indeed… when I feel like having a coffee, unconsciously I think of the particular situation I have, and for each of them I know there’s a cap for that”.

What else? A touch of class indeed… Smiling, he sipped what was left from his coffee, and confirmed his caps order with a gentle touch on his iPhone while a long queue of people looking and behaving like androids was forming at different Starbucks shops all over the country, where customers did not find any more seats available, conversations were getting louder, and nervous waiters starting yelling customer names instead of politely addressing them with their orders.

what else?

 

Wednesday, 10 November 2010

Larry San & Lieutenant Apotheker

 

Cio-Cio San was her name. The teenage geisha who broke with her culture, family and traditions to engage and marry Lieutenant Pinkerton, an American naval officer assigned to Japan in the late 19th Century. Called back to duty in the US, he disappeared for a while, leaving poor Cio-Cio longing for his return.

At least this is the story that the arch-famous opera by Puccini depicts.

We believe the Pontifex Maximus at the oracle, aka Big Mouth Larry has been as much as Cio-Cio San craving for Apotheker. At least this is the story we conclude after the arch-famous tune by him in the press.

But Lt. Apotheker was, effectively, called to duty in the US when hired as new CEO for HP, and poor Larry San could only wait and hope.

Like in Puccini’s tragedy, finally Lt. Apoteheker has shown up in Japan… and like in Puccini’s opera, still this won’t avoid a tragic ending, we think.

Incidentally, we would like to mention the irony behind having Lt. Apotheker popping up precisely in the country of the rising SUN… Small, but still some consolation for Larry-San though.

Tuesday, 9 November 2010

Commie Pontifex

 

While World War I was at its peak, say 1917, the Soviet Revolution led by Vladimir Lenin was as well about to succeed. Lenin’s plans were based on support form people’s masses and organizations, one of the biggest and most important being, of course, the Army. As the Army was engaged at war, mainly against the German Empire of the time, Lenin desperately needed to withdraw Russia from the war at any cost, surrendering it needed. What actually happened thanks to Lenin’s propaganda skills. Russia surrendered to the German Armies, which were in fact occupying part of the Russian Empire territory, signed the Brest-Litovsk Agreement, and went home.

In order to get the Russian Army quit the war and join his ranks, Lenin mastered a convincing motto: "(World War I) is a war waged between German capital against Anglo-French capital but fought by workers”. He basically was calling Russian soldiers to disengage from a cause that was not theirs.

As the Russian commoner enlisted in the Imperial Army of Czar Nicholas Romanov was indeed from humble extraction and relatively fed up with the Romanov aristocracy, it was relatively easy for Lenin to succeed. The Russian High Command found itself with an unexpected enemy rising from inside that ultimately led to a dramatic defeat and an endless suffering of the people for decades. The Russian Army turned from fighting Germany to fighting local aristocracy. In other words, from fighting the technical and theoretical enemy (the Germans) to fighting a closer one which could be seen as more directly responsible of their suffering and poverty, ie their own aristocrats and landlords.

So the war against Germany was “technically” correct, but too high-level and far a concept. Russian soldiers where inflamed by Lenin to think shorter and focus on matters closer to them, to their daily lives.

If we think about an average juror serving at the Oracle-SAP trial, one thing we could consider is the actual way he might think. After all, an average juror is very much like an average citizen. They are on fixed income or salary, they have average rents… they are in fact far from the glamour and high standards of billionaires fighting about billionaire figures that are simply too big to fit in an average citizen’s mind. The numbers and figures talked during trials are way out of reach and beyond possibilities and imagination of average citizens. Therefore, even if legal argumentations could be technically correct, it’s fairly likely that a juror may think that this is a war waged by billionaires that just want to increase their obscene fortunes, but fought by regular employees.

Winning an jury trial is about winning the minds of jurors. It’s not about convincing experts, lawyers, technicians. And we think this is what probably Big Mouth Larry, Pontifex Maximus at the oracle, was aiming to when delivering the messaging he did in his testimonials on Monday. A technically correct argumentation, supported by Safra Catz’ moderate position, with the personal touch about the salaries of 100,000 families.

Now, for an average juror, all this sympathetic touch said by the guy owning the 6th biggest fortune in the world, the guy that spends thousands of dollars a day to sustain his standards of living, that affords teaming with other millionaires to yacht around the world, might sound a bit hypocritical. If the salary of 100,000 Oracle employees depended on the $4 billion Oracle is demanded on SAP and the Pontifex Maximus is so concerned with that, what the heck prevents him to spare $4 bn from his personal fortune to cover the problem? Wouldn’t he recover it sooner than later, so successful a businessman he is at Oracle?

We think that for the moment, Oracle’s strategy, technically correct from certain aspects, has missed completely the main target, which is winning for themselves the jurors minds and favor. It probably has not been the best choice to get the Pontifex to deliver the first heavy artillery blows, and they have missed who they need to convince. The battle’s not about technicalities that, by the way, fail to have documented support. It’s about convincing commoners about their cause being fair.

We understand it can be really difficult for a billionaire to think commie, but a commander at war should not forget considering the battlefield (ie jurors’ minds) specificities when planning battle. And, yes, Pontifex Maximus: This is something your dear Sun Tzu wrote.

 

Monday, 8 November 2010

No apples for the apes

 

Tantalus was a powerful guy at his time in ancient Greece. Powerful enough to have been granted access to the gods, nothing less. Impressive.

Ungrateful though, he had an “inappropriate behavior”, and took with him nectar and ambrosia from the gods’ banquet table, and thus, “disclosed confidential information” to mortal humans.

That violation of the gods’ Standards of Business Conduct could not go through without punishment, and Tantalus was sent to Hades (the Greek version of Hell at that time; please note we carefully typed and initial “H” for Hell as confusion with “Dell” could have easily happen to our dear readers).

But not only was the guy sent there, where he might have eventually found a decent living by writing his memories and giving conferences and TV shows with forgettable American Presidents, the gods’ wrath went further. Instead of enrolling him in endless PowerPoint presentations about Standards of Business Conduct, which seems to be the classic punishment for normal mortals, they decided to teach him a lesson about ambrosia and nectar he would never ever forget: They placed him in a water pond beneath the most wonderful fruit tree in a way that when he wanted to calm his thirst off, water would withdraw from him, and when he wanted to reach for the low hanging fruit from the tree to fill his stomach, the tree branches would raise enough to remain always out of reach.

Thirst and starvation for eternity did not really seem a good plan. but we’d guess that is what happens when you fall short of expectations in such an exclusive club as Mount Olympus.

Microsoft is a really impressive company. Rich, knowledgeable, talented… a winning combination certainly. No wonder it is one of the best known brands, and much present in many people’s daily life, either as individuals or as professionals. Becoming the CEO there certainly gives you big green US presidents portraits, and, subsequently, a hell lot of power. You become a member of the super-exclusive elitist club of the people that appear regularly in Fortune magazine, and even the US President may ask for some of your time. Furthermore, if you wanted you could even have a yacht to win America’s Cup, or build spaceships to ascend to Heaven like a “Virgin”. You could say you reached the Mount Olympus of the 21st Century, you could say you are like a god on earth, couldn’t you?

When you imagine, dear reader, the banquets and conversations they enjoy in Mount Olympus, you expect at least fantastic goods and services, outstanding super cool products coming out from the companies they lead, from the companies that have put them in those jobs, would you not? “Product etiquette”, which, should it not be observed, creates an actual situation of “not living up to standards” that should end up in sending the non compliant guy to 21st Century Hades… (again, not suggesting a promotion within Dell at all).

Generally speaking, we think those super-exclusive people do well up there… but, being as human as people can be, there are always exceptions to the rule.

Enter Steve Ballmer, 50% Ape, 50% Man, 100% pure transpiration…

by the gods, someone bring deodorant to this guy

No wonder his sense of etiquette falls a bit short to expectations… but as well do his company products and services do, especially compared to other peers of his.

And, as in ancient Greece, somehow the market gods are delivering him slowly to the 21st Century Hades of the IT Market (again, not really suggesting he should be hired by Hell-Dell). He’s been placed in a pond of operating systems, beneath a tree of wonderful fruit in the form of smartphones…

Whenever he finds himself thirsty of operating system technology, the pond withdraws its androids, symbians, blackberries, iOS4s and even WebOSs, and whenever he wants to reach a piece of fruit, revenue raises, but not for him to “touch”, while a subtle breeze sounds in his ears like “not yet, kid…”

In very many versions of the mythological story of Tantalus, by the way, as much as in many artistic representations of the story, the fruit in the tree are red, shaped like a heart, fresh, juicy… Apples!

A tantalised Pontifex

 

It looks that Big Mouth Larry is seriously taking the challenge we suggested him some days ago.

As a matter of fact, he’s paid for some private investigations to find out the pharmacist’s whereabouts. Well, this sort of game is supposed to be carried out individually. Come on, Big Mouth, it’s no fun if someone else tells you where Léo is and you do not find out yourself… unless you tell us that instead of tennis, you are playing this with your friend Mark. Oh, yes, Mark has some experience in private investigations indeed, doesn’t he?

Yet we are puzzled about the point he’d want to prove. Assuming for a minute he found out the guy is anywhere out of legal reach to force him to serve the subpoena at the trial the oracle is waging against SAP, if Law can not grab him, it is absolutely useless. Sounds a bit paranoid, in our opinion.

So Big Mouth Larry, aka The Pontifex Maximus at the oracle, would be punished for his paranoia by knowing where the guy is, but not really being able to grab him, like poor old Tantalus, condemned by the Gods to starve in Hades below a rich fruit tree that raised it’s branches as soon as Tantalus tried to grasp any throughout eternity… which, for us at least, seems to be a heck of a long time, incidentally.

Big Apes don’t play Quidditch

 

Those readers who have read the Harry Potter saga , total or partially, are surely familiar to quidditch, the most popular sport in the magic world where the full story happens.

Two teams, one against the other, each one with the objective to score more points on the rival’s goal than the other.  Similar in principle to rugby, American football, basketball or soccer.

There is an important difference, though: Quidditch is played with four balls simultaneously.

First there is a quaffle, which is the biggest one. Players are supposed to pass this ball through three different rings at one of the field ends, which are the rival’s goal. Each time a team succeeds, they get 10 points.

Then there are two bludgers, a bit smaller than the quaffle. These two are used by one team players to beat, harass and distract the other team players, and make it more difficult for them to score with the quaffle. Two specific players have special bats to hit the bludgers against the other team.

And finally there is the smallest one, called golden snitch. It is the size of an iPod shuffle, and has two fast wings. It floats ans wanders around erratically, and one special player of each team, called the Seeker, has to be the first to catch it. Once it is caught, the match ends, and the team whose seeker got it gets a 150 point bonus.

If quidditch were played without a snitch, it would not be fundamentally different from other similar sports we mentioned before, would it? Indeed, as you might have guessed, it is the snitch that really makes the difference, for it depends almost on a simple flash of genius from the Seeker to strike a 150 points bonus and determine the end of the match.

Both teams will normally score regular points with the quaffle. Both teams will me more or less lucky in harassing the contrary with bludgers. But it is just one team which will get the snitch. Just one.

And this is the situation where Big Ape’s Microsoft is about Windows Phone 7. But his problem is that he still is thinking rugby, or basket, football or soccer, and he’s not understood that there is a snitch around that needs to be caught and really make a difference. If he just thinks quaffles, his team might score. But the other team certainly will too. As a matter of fact, if he plays against iPhone, Android, Blackberry or old-glory Nokia, these have already scored a heck lot of regular points more than he has. And the two first competitors of his have already seen the snitch and are moving their seekers towards it.

And, we are afraid, the only bright and shiny little thing floating over at Microsoft’s camp is his polished sweaty head top when he jumps across the scenery like a gorilla on caffeine overdose.

too much coffee, isn’t it, Big Ape?

Footnote: This post is dedicated by Sirius to Percy, Luna, Neville, Hermione, McGonagall, Hagrid, Draco, Rita Skeeter and even Bellatrix… you (should) know who you are…

Saturday, 6 November 2010

(Do not) play it again, Steve

 

Who could not remember the famous quote by Rick to Sam, the piano player, in Rick’s café in Casablanca?

“Play it again, Sam”, as Rick was willing to remember good old times in Paris with Ilsa.

And Big Ape Steve keeps playing his worn out tune once and again, still under the spell of his unreal world where Microsoft reigns all over the marketplace.

As they have launched precisely Windows 7 Marketplace exactly the same way they launch everything: An incomplete product with less functionality than promised, and just under the stress of claiming they were on time to market.

Again, they follow the other Steve (Jobs by name) that already has had an AppStore up and running for years.

Again, they engage their partners and developers into a potential nightmare of upgrades and patches.

Again they promise first and deliver later: They won’t honor any payouts before 2011.

The same old tune once an again, like a scratched vinyl record in the times of mp3, video streaming and online connectivity.

In short, again late and short to expectations.

Still anybody surprised Forbes believes for the first time the good Steve is more powerful than the Big Ape Steve?

Sultans of suing

 

We are sure that if we mentioned Dire Straits, every body would recall its unique style, mainly driven by lead singer and composer, Mark Knopfler. Some people consider him the best guitar player ever, and his live performances all over the world are memorable. Sultans od Swing, Tunnel of Love, Telegraph Road, Gold…Many hits come to our minds, but from them all, it is the famous duet with Sting, Money for Nothing, what draws our attention more, together with Private Investigations.

Buzz around another Mark comes back. The Mark Hurd again has bounced up again in the press, as some additional documentation around the fishy Fisher has come to light. Beyond an inappropriate relationship between hard Hurd and fishy Fisher, it looks as if hard Hurd disclosed confidential information to the latter. So fishy Fisher seems to be getting a second 15 minutes of glory Andy Warhol said everybody deserved. However, being represented by the famous attorney Gloria Allred, it appears to us that fishy Fisher has had to devote many more than a mere 15 minutes to the “Gloria” to just get again 15 minutes of “glory”… Not sure this is a good ROI, frankly.

As it is already well known by those who have followed the case, hard Hurd settled private whatever issue fishy Fisher had with him. This happened before he was fired by the HP Board, and likely was one of the mean reasons precisely to lose trust in the guy, and ultimately show him the door. The private settlement included an undisclosed amount of dollars to be paid by hard Hurd to fishy Fisher, cost which simply adds up to all other costs hard Hurd has had (including the intangible impact on his family and reputation) for not having thought it twice before behaving like a hormonally unbalanced chimpanzee during mating seasons.

Although Big Mouth Larry quickly came to the rescue, and saved for him the match ball against hard Hurd, we would still question if all the cost he’s taken was really worth it. Is hard Hurd any better personally and professionally than he was at the time in which praise and success were a constant in his service record?

Again that “Money for Nothing” tune in our heads, as we recall part of its lyrics: “Money for nothing, and your chicks for free…” Indeed the private settlement was something hard Hurd was perfectly ready to afford, and certainly big money for fishy Fisher. Certainly “money for nothing” for hard Hurd, given the ROI he got, though this time the chick was not for free precisely, was she?

After all the “private investigations” after the affair, maybe Mark (Knopfler) could eventually consider legal action against Mark (hard Hurd) for copyright infringement by the latter. Private Investigations and Money for Nothing have been in billboards and hitlists for years already. Just to keep lawyers busy, you know, as suing is starting to become a tradition for hard Hurd, we’d say.

By the way, if Knopfler really gets to legal matter, he could as well include copyright infringement about Sultans of Swing. At the end of the day, hard Hurd is really becoming one of the Sultans of “Suing” lately. True or not?

The apple of their eye

We are used to having heard about the power of Bill Gates and Microsoft for years as much as used we are to reading about that man being one of the richest people on earth. We have seen charts and figures where Microsoft’s income proves larger than small countries’ gross national product.
For once we have seen that a fellow colleague in his industry has overtaken him as to power. Steve Jobs has been rated as more powerful than good ol’ Billy.
Not questioning at all the author’s argumentation, which we fundamentally agree with, we prefer to see this from a different angle, other than historical achievements or financial metrics.
Jobs has succeeded in engaging youth. Youth of today starts being the basis for customers of the future. Apple’s fresh, Apple’s new, Apple’s fun. Apple’s cool, in short. Lot’s of customer touch points, from PCs to TV, from music to movies. Even small kids are starting to get familiar to the “there’s an app for that” slogan.
indeed…
Microsoft is huge, large, dominates market segments, but… it’s a slow dinosaur claiming more the “me too” story and basically a follower. A losing follower for whom the gap with Apple broadens every day. Just consider Microsoft’s latest: Windows Phone 7, same old story, nothing really new, is it? What the heck can you do with WP7 that you cannot already do, and probably in a better way, with IOS4, Android or even Blackberry?
Precisely this is in our opinion one of the big sandbags Microsoft. This company is fundamentally based on legacy coming from a dominant position it used to have for decades, and at some extent still enjoys for the time being. For them, what they call innovation is what we would call patching and re-patching the same old core, like those unending “system updates” or “service packs” that may block your PC or your mobile phone for hours, just to catch up with things other computers do.
Once their dominant position was taken, they just slept on their own complacency, expecting the scene not to change ever again. Like an old Confucian philosopher that once happened to see a rabbit smash itself against a tree stump and made his lunch for the day, he waited and waited ever since in front of the same stump until he died from starvation, hoping that if one rabbit once smashed against the stump, why should not another one?
And the characters define companies. While Steve Jobs could never be separated from Apple as his alter ego, but surgically, and even after serious health problems he cared to continue his leadership, Bill Gates retired as if he did not really need to do anything more for his company.
And, by the way, leaving the powerful Microsoft in the hands of an insane pathetic baboon does not really seem to be the best choice if he really cared about his company. Just check this out…
Is this what being a billionaire might turn you into?
is this a way to engage youth? Is this sad copy of pop stars youngsters adore the way Microsoft expects to create trends and fashion? Because Apple certainly does. People wait hours for dining in a fancy restaurant, and pay fortunes to wear the same dress whoever celebrity you want to mention. Who waits for hours before stores open to buy Microsoft’s latest device or software? Who will pay a price premium to get something by Microsoft instead of Android, Blackberry or iWhatever?
And why this last difference? Fundamentally their management styles: While the middle aged baboon pretends he is a Jonas Brother and 40 years younger, Apple’s convince passionately the audience about what they do. Just look to the video.
Genuine gentlemen.
Notice the difference: The baboon “loves this company”. Jobs and staff love the things they do. The message is clear. What the baboon really loves is the obscene dollar amounts he is able to bleed from his company, where he probably reached the top spot just by chance. By the way, the guy should use some of those dollars to cover up a bit his serious transpiration issues and make sure he has a cardiologist with him when he behaves in public a way normal people wouldn’t allow their teen age kids.
Apple toppers focus on what their products do, and how they do those things.
Ironically enough, Steve Jobs has been accused of being arrogant… If arrogance is being proud of a product well done, I wish more CEOs had such arrogance. On the negative aspect of arrogance, however, isn’t it much bigger the one demonstrated by the Great Ape? At the end of the day, if we were supposed to get excited by listening to Big Ape, it would mean we should consider ourselves less than him. Inferior, in other words. Ballmer’s audience is the community of Microsoft employees, who are not really realizing that what Ballmer is really telling them is “you guys have to work like apes to make sure the money you suck from customers continues flowing all the way to my bank account; and, by the way, if you see my sweat, keep in mind this is nothing compared to the sweat I am going to squeeze out of you”. Where’s arrogance then?
If Gates, or, for the matter, Microsoft, were more powerful than Apple (or Jobs for the matter), why would Microsoft rush to open store just across the street from Apple’s? Why would Microsoft poorly imitate Apple’s?
Just incidentally… we said one of the basic points at the beginning of this post spoke about winning youth…
A sample about daily life use of today’s technologies. If you look to the logo in the laptop, or if you just check the name of the TV series (quite popular by the way), there is not much more to say, but our hope that there is no further joke in choosing precisely “Carly” as the name of the main character in an attempt to play some sarcasm on former HP CEO Fiorina, who recently got one of the worst ROIs in her personal performance against republican senator Boxer, we heard.
Nice sense of humour…
Not really sure that Jobs is the apple of their eye to Gates & Pals, but we would certainly recommend them to keep an eye on that Apple and begin to learn something. Good manners to start with, we’d advise Big Ape in particular.

Friday, 5 November 2010

Clearer than CEOs

 

People can be much clearer than CEOs, spokespeople or PR specialists. Indeed…

Check the link in the pic for original source.

Caesar’s wife

 

Before becoming Consul of Rome, Julius Caesar was appointed Pontifex Maximus. He was appointed head of state religion. At that time, he was married to Pompeia, granddaughter of former dictator Cornelius Sulla. Thus, Pompeia was the head of state religion too, at least in matters related to women, in those years. Pompeia was Caesar’s second wife.

Some time after Caesar’s appointment to the job, Pompeia, as his wife, hosted the Festival of the “Bona Dea” (“the Good Goddess""), only for women attendance, to which men were forbidden to participate.

One of the start up politicians of the time, Publius Clodius Pulcher, disguised himself as a woman and entered the venue, apparently with the intention of seducing Mrs Caesar.

Bona Dea Festival artistic depiction

Not really producing any evidence of any wrongdoing, the episode was seized by Julius to demand divorce from Pompeia under the argumentation that “my wife ought not even to be under suspicion”. The real reason behind this break up and divorce were much more political, as politics of the time was mainly driven by family relationships worked out by marriages. Caesar was already deep into politics by that time. Historians strongly suggest he already had his next marriage (ie political alliance) in mind in his quest for power.

We have read the recent article in Fortune which analyses more in depth the story behind Mark Hurd ’s departure from HP a few months ago. Quite detailed and thorough.

Detailed enough to imagine a nice story.

In a given point in time, after having divorced its previous companion, the HP Board married Mark Hurd as the new CEO. In a certain point in time, Mark decided to have Festivals with other top executives from potential customers. Of course, those festivals were very exclusive, discreet, and reserved for the attendance of VIPs only.

A relatively unknown would-be starlet, Jodie Fisher, was hired by HP so as to greet guests to those festivals, and eventually supervise Mark’s agenda, ensuring he spent enough quality time with each person in the festival. Necessarily she herself spent a lot of time with Mark, with or without witnesses.

Not really producing any evidence of any violation of HP’s harassment policy, the episode was seized by the board to demand divorce from Mark… pity the HP PR spokespeople failed to make the historical parallelism. It would have been fun.

Still, though HP was not totally clear about the story, probably in the hope of letting it pass as fast as possible, smart journalists like those at Fortune open the door to details. A mere matter of trust, we may conclude after reading his article. The HP Board lost trust in Mark, even beofre anybody else did, even with no proof nor evidence at that time.

We agree that for any company, its CEO “ought not even to be under suspicion”. They in fact are an asset of the company they work for, aren’t they?

There is still, however, an interesting open question after the story. As the Festival’s episode was an excuse for Caesar to divorce Pompeia, a necessary step in his political career and quest for power, were there any quests for power behind the ousting of Hurd? We have no idea, but it would be interesting, in our opinion, to investigate a bit the likely candidates to marry the HP Boards at the time, and like enchanted frogs or toads, transform themselves into princesses or princes.

 

Thursday, 4 November 2010

A question of honor

 

Despite the sound title for this post, unfortunately we are not talking here about the known song by Sarah Brightman, are we? Wonderful performance in Las Vegas a few years ago, highly recommended to those who might appreciate good music.

No show in Las Vegas, but a bit further westward, we are afraid… up to Oakland, as readers do probably expect.

Despite SAP accepting to pay for the attorney’s fees nothing less that $120 million, jurors still have to determine the cost of damages to be paid to the oracle. At the moment, the oracle is claiming about $2.3 billion.

Today we got former Oracle’s President Charles Phillips testifying. Two highlights from his words today.

First, we has declared that the oracle’s software licensing would have been charged to SAP for a fee ranging from $3 to $4 billion. Other sources up that figure to $5 billion, but we will stick to Reuters. Well, we are certainly no experts in software fees, but even in the case that TomorrowNow’s full plan to take customers from the oracle’s had completely succeeded, it seems quite an unreasonable figure. We are not sure at all that the oracle would have had equivalent revenue for all those customers. Still, Mr. Phillips played the role he was expected to as a former top executive at the oracle, and the figure was thrown in to justify the $2.3 billion claim, and even make it look reasonable in front of jurors.

Second, and most important in our opinion, we would like to highlight the actual words by our Testosterone Champion: "There's sort of an honor among warriors here that we can compete fiercely, but we don't take each other's software," Phillips said.

Oh, puh-leeeze...!!!!!!!

In a gentlemen’s atmosphere, Testosterone Champion’s (TC for short) words would have been very welcome, would not have drawn any attention, and would have been understood as utterly polite. But since the beginning of the friction between the two software titans, back in 2007, we would not precisely compare it to a gentlemen’s duel in the times of Louis XIV, would we? Big Mouth

Larry’s corroding and aggressive words, to begin with, followed by all the documents and evidence that has been published so far.

If we review TC’s  relatively recent past, it does not really look that the word “honor” is something he has not had to look up carefully before declaring anything today. More than 8 years in an extra-marital affair, and his move to IBM ally Infor (while all the buzz around Mark Hurd to the oracle’s and so forth) do not precisely prove he’s ever known what “honor” really means.

We do not take each other’s software, but we may take ourselves to hang around for years with women other than our own wife, or we eventually take Oracle’s confidential info and use it at Infor?

We do not really believe people are made of two personalities, one of which develops at work the other one at home. When we talk about individuals, we are basically talking of single entities that will basically behave the same way in either scenario. So if you betray your family, which should be sacred for you, are you telling me you will be able to keep loyal to a company that just pays you a salary, no matter how big, should the occasion arise? We are afraid we will not swallow that one, TC…

Maybe Apotheker was not the best choice for HP, and maybe Apotheker is not really the right witness to call, but TC is surely not the best example to preach “honor”, as Mark Hurd was not either a paradigm of the Standards of Business Conduct he preached for years at HP.

 

Questions? Ask Mark

 

The Chosen One has apparently declined to attend the oracle’s party… Too bad, we think.

People have a remarkable tendency to talk about famous individuals and celebrities, particularly if the gossip around is not related to an immaculate reputation. Mass media are made by people, and addressing people. They are not an exception. And if someone with the fame and reputation of Big Mouth Larry finger points someone in particular, that person is ultimately screwed.

HP is claiming that the Chosen One would be getting distracted from his new duties as CEO. Well, a guy born in Germany, educated in Israel, living in France, now moving to California, having been able to reach the CEO job at SAP, enjoying a team of executive assistants and backed by smart people leading the different businesses HP is made of, speaking five languages (one of them German, another one Hebrew, which is written “backwards”) can live with that for a few weeks, we think.

HP’s argument sounds weak. And a poor defense is sometimes equivalent to a strong offensive from the enemy. A weak defense is just providing ammunition to the Pontifex Maximus. Not showing up defaults to the Pontifex being right, and unwillingness to assume responsibilities after having left his former employer. We agree the Pontifex is not really proving elegant at all, and his style matches, in our opinion, much more the one you see in Gangs of New York than an educated discussion. But precisely for that, we would not advise to give a poor excuse to stay off.

If the Chosen One is innocent, he should actually leverage the opportunity to demonstrate his innocence, particularly in a case like this one, where Big Mouth Larry is providing a hell lot of free publicity.

Standing up as well can have the total opposite effect than the one insistently sought by the Pontifex Maximus: Strong leadership and principles. Something that, by the way, HP badly needs. If the Chosen One wants to show he cares for his new company, he should think of his reputation as an asset he is not the sole and single owner of. His reputation and his style is as well an asset of whatever company he works for in a given point in time.

Keeping the cleanest possible reputation is, therefore, something he accepted owing to his employer and his fellow employees since the moment he signed his contract and assumed responsibility. Step up, Léo. You are obliged to do so to yourself, your family, your business partners, your customers and, of course, the employees you lead. In case you had questions, Léo, you can always give Mark Hurd a call about the topic.

  

 

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