If you're singing the old REM song in your head now, we're sorry, but the noise
of Michael Stipe blurting out semi-random words might just help drown out that
crashing sound coming from Wall Street.
Before we even get into this (again),
here's our obligatory caveat: By the time you read this, the Dow Jones Industrial
Average might be back up 500 points, or 700, or 1500, or whatever, and Congress
might have passed a package that will save our very mortal souls -- or at
least drag the country out of a mess the likes of which we haven't seen in decades.
So there you go.
Still, we're writing this about an hour and a half after the Dow lost
777 points in another day that had people freaking out all over the globe.
Closer to home for partners and Microsoft, the NASDAQ chopped off almost 200
points, or almost 10 percent of its overall value. Wow, that sounds bad.
And, of course, it is. And the worst part is that nobody seems to know what
to do about it. It's way beyond our purpose here to get into why we're in the
mess we're in, and there's plenty of blame to go around. We blame the Cowboys'
secondary...wait, that's something else altogether. No, really, there's
plenty of blame for this financial mess but not much consensus on a solution,
which pretty much sums up everything that's happened in Washington for as long
as we'd care to remember.
We thought -- and, apparently, investors thought -- that Congress would have
passed a bailout plan by now (see caveat -- there's a time lag here) that would
have, if nothing else, stabilized the financial markets at least for a little
while. Microsoft, which is trying to patch
the leaks in its financial battleship, was on
board with it. And so were a lot of people who are now worried about the
end of the world as we know it -- more specifically, the end of credit, the
end of any semblance of a housing market, the end of a pretty long era of relative
prosperity and the beginning of another Great Depression. The end of the investment
bank is already upon us -- in fact, it's old news.
Many have the times been that we've advocated the free market here at RCPU.
We've used -- in our own limited way, as nobody here claims to be an economist
(although your editor does read The Economist) -- the free-market argument
to defend Microsoft in European antitrust matters and to rail against some of
the more
Communist elements in the open source movement.
But, in our defense, we said all that stuff in the specific context of Microsoft
and the technology industry -- and we stand by it. The crisis we're facing
now is bigger than that, brought on by years of bad decisions and, well, unchecked
greed from pretty much all corners. It's bigger than all of us -- although
it's going to affect all of us in a serious way if it hasn't already. So, we're
not here to preach free-market economics and oppose a bailout plan, nor are
we here to support a bailout plan -- because, frankly, we don't fully understand
what's going on here, and we have no idea what to do.
Unfortunately, that seems to put us in a category with pretty much everybody
else in the country, including lawmakers and quite possibly the Treasury secretary
and Fed chairman. And that's the scary part. Normally in times like these we
turn to people smarter and more experienced than we are, but those folks mostly
seem to be either throwing Hail Mary passes or staring at their hands about
right now.
It's kind of like going to the emergency room in extreme pain and having a
doctor say, "Well, we can't figure out what's wrong with him, so let's
just give him some aspirin and hope he gets better," right as another physician
darts in to say that there's nothing wrong with the patient that won't heal
over time. Meanwhile, we're hurting over here.
We'll grant that most of the colossal freak-outs -- the dire predictions
of a depression and the prophecies that nobody will ever be able to buy a house
again if somebody doesn't do something -- have mostly taken place in the
freak-out-fertile fields of Internet message boards and blog commentaries. But,
then again, even supposedly level-headed experts don't seem to have any idea
of what's going to happen from here.
We don't like that type of insecurity -- and markets hate it (again, see
caveat). We're all subject to the market's moves now, to the state of credit,
to the action or inaction of Congress. And the road ahead is foggy at best.
It turns out that Michael Stipe might not have written such a prophetic chorus
after all. If this is the end of the world as we know it, we certainly do not
feel fine.
How would you fix the current economic crisis? All ideas, from the ridiculous
to the chin-scratchingly interesting, will be considered. Send them to [email protected].
Posted by Lee Pender on September 30, 20082 comments
jQuery sounds to us like the nerdiest rap name ever, but apparently the fact
that Microsoft is going to
ship
it with Visual Studio signals a further move on Redmond's part toward embracing
open source, at least a little bit.
Posted by Lee Pender on September 30, 20081 comments
Visual Studio and .NET might seem a touch mundane as topics in comparison to
the end of Western Civilization and the collapse of the global economy -- but,
hey, somebody's bound to be really excited about
this
stuff.
Posted by Lee Pender on September 30, 20080 comments
Whatever unified communications is, everybody wants a part of it.
Yesterday,
we told you about Oracle cutting into the Notes-Exchange dance, which isn't
strictly speaking a unified communications story, really...but it sort of is.
Or, at least, we think it is. After all, messaging, calendaring (we still love
the fact that "calendar" is a verb now) and "collaboration"
all seem pretty UC-ish to us, even if Oracle's new suite doesn't currently appear
to delve quite as much into voice, Web conferencing and other nifty Web-whatever-point-oh
functions as offerings from Microsoft and Cisco do.
It's all about people getting in touch with each other, right? And different
ways of doing that, all rolled into one easy-to-manage bundle that's more or
less supposed to tell us how to get a hold of any person at any time? The difference
between simple collaboration software and swanky "unified communications"
seems to be the size of and number of options available in the bundle -- or
maybe it's all just marketing speak. And to think that we all once survived
with just e-mail, cell phones and instant messaging (actually, most of us still
do).
But if Microsoft, Cisco, Google, Oracle (sort of -- it's harder to tell
with Oracle) and others have their way, we'll all be tethered to the almighty
system all the time, reachable in any location, situation or state of being
and ready to share documents or hop on a Web conference at the drop of a hat.
And you thought the cell phone was an intrusive concept.
Anyway, this week's UC news -- and we're pretty sure that this is UC, not just
collaboration, news -- is that Cisco is all jacked up about its UC suite, which
is coming
together nicely after a series of acquisitions. We note, though, that at
least a few of the press outlets covering this story have tended to refer to
Cisco's suite as collaboration
software, which we thought was the simpler, Notes-Exchange type stuff, not
the more heady UC.
See, this is why this stuff is so confusing. One day, we read that Oracle is
set to take on IBM and Microsoft in the Notes-Exchange battle, which seems pretty
old-school and established. The next day (literally), Cisco is going after Microsoft
in UC -- or maybe collaboration software, which in any case, sounds more whiz-bang
and sophisticated than just Notes and Exchange. Oh, and the analysts don't seem
to be talking about Oracle or IBM in the same breath as Cisco at all. Although
they are talking about Google, without even mentioning what Google really offers
or how much market penetration (in any of these markets) it has. Everybody talks
about Google. Very few people seem to understand it.
Surely if we're this confused as to what all this stuff is and what category
it's supposed to fall into, at least a few partners must be, too. And customers
-- for heaven's sake, what are they buying? An e-mail server or an integrated
unified communications platform? Or both, or one thing that's part of another?
And what does it all do? And how much will it cost? And they need it...why,
exactly, if everything's pretty much working OK as-is? And if they buy one thing
from IBM, will the other thing from Cisco work with it? And what is Google doing
here again?
It's up to partners to answer those questions...if they can. We're pretty
sure that we can't right now, but we're just hacks. We do find it funny, though -- ironic,
maybe -- that markets with names like "collaboration" and "unified
communications" are the most muddled in terms of who's offering what and
which product or service or platform performs which absolutely necessary, can't-live-without-it
function. Crank up Led Zeppelin's early stuff and call it a communication breakdown.
At least Zep will drown out the noise coming from these vendors.
Have you got UC figured out? If so, enlighten us at [email protected].
Oh, and we'll get back to running your e-mails next week. We promise.
Posted by Lee Pender on September 25, 20080 comments
We've always been amused by the English tendency to identify with soccer clubs
by saying, "I'm West Ham" or "I'm Chelsea" or "I'm
Stockport County," rather than saying, "I'm a (fill in the club here)
fan." It's as if the fan himself or herself is the living embodiment of
the club, a personification not just of an organization but of a way of life.
It's with that sense of amusement that we watch Microsoft's "I'm
a PC" ads, which strike back at Apple's brilliant and exhaustively
documented Mac Guy-PC Guy campaign. The ads are pretty good, really, even if
we don't recognize most (any?) of the celebrities in them. In fact, although
this isn't saying much, these might be the best Microsoft ads ever.
Really! They're not wincingly un-cool or painfully nerdy (and we don't mean
"cool nerdy," either -- just nerdy). They're pretty clever, well-paced
and mildly intriguing -- we wanted to know who would step up and be a PC next
-- and they almost manage to pass Microsoft off as a populist and grass-roots
organization and not the massive corpomonster that it really is. (To be fair,
Apple's a corpomonster, too -- just one with smaller market share in the operating
system business.) They're not cool, but they don't need to be -- because Microsoft
isn't cool and never has been. Finally somebody got that and went in another
direction, successfully.
Of course, the ads don't make us want to buy Vista, which, we thought, was
the point of the campaign. (Or maybe even Redmond has given up the Vista ghost
and is priming us for Windows 7.) But if Microsoft just wanted to improve its
image and get out from Apple's pop-culture thumb, this new campaign does the
trick.
Of course, we at RCPU are among the only people on the world who are on the
fence in the PC-Mac debate (and, yes, your editor is speaking for himself here).
We've had both, and both have their drawbacks and advantages. So, you won't
be hearing us declare that we're a Mac or a PC any time soon -- which we wouldn't
do, anyway, given that we're supposed to be impartial and all that. (We are
West Ham, though.)
One more thought about Microsoft's ad strategy: We're not buying the line that
the company scrapped the Bill Gates-Jerry Seinfeld spots as a snap decision.
We're pretty sure that those ads weren't supposed to run for long and that there
weren't supposed to be many of them. In fact, we think that Bill and Jerry's
obtuse efforts were just meant to get people talking -- which they did -- and
maybe even to provide a lame, confusing setup to the much better "I'm a
PC" campaign. After all, the lousy band is always the opening act, right?
We're on to you, Redmond. But we're still not a PC.
Posted by Lee Pender on September 25, 20080 comments
Oracle doesn't get a lot of virtual ink here at RCPU, but there's no question
that Larry Ellison's company is a monster, one of a few dominant firms in the
industry along the lines of Microsoft (of course), IBM, Cisco, Google and maybe
a couple of others. So, when Oracle does something significant, it matters -- and
this week at its OpenWorld show, Oracle did something significant.
Or, at least, it could be significant. The database titan has just stormed
into the Notes-Exchange war with what seems at first glance (although we haven't
actually seen it) like a nifty new
suite of collaboration software.
That's right -- it's not all about Microsoft and IBM slugging it out for IT
departments' e-mail and calendaring applications anymore, with Google offering
its Web-based stuff just on the edge of the battle and Cisco making noise about
unified communications. Oracle
has arrived, seriously this time, with its own collaboration suite aimed
at -- but ready to work with -- Outlook and Exchange, as well as Notes.
As the Ovum commentary linked above indicates, there's something of a move
toward heterogeneity taking place in IT departments' collaboration strategies -- or,
at least, there might be soon. We know that many Microsoft partners have been
slugging it out with IBM to try -- successfully, in many cases -- to knock
Lotus Notes out of customers' environments. Well, Oracle would love to knock
out both Notes and Exchange/Outlook...but it also claims to collaborate
with Microsoft's wares as well as those of IBM.
And that's a big deal. After all, the biggest challenge any enterprise deployment
faces is user acceptance, and as anybody who has gone through the Notes-Outlook
transition in either direction can attest, it's not easy getting used to a whole
new interface for the most important business application we have today -- e-mail.
Never mind all the apps built on top of the collaboration platform and all the
back-end mess of keeping the thing running. We don't know exactly how Beehive
will work with its rivals' wares, but there's talk of back- and front-end integration,
and IT managers and users alike would welcome both.
Of course, the real question is whether -- and, by extension, why -- customers
would look at Beehive in the first place. Notes and Exchange/Outlook are very
mature products with huge market penetration. They've been hammering each other
for years, so Oracle had better step in with something pretty darn appealing
(easier to use, to administrate, to manage?) with Beehive.
Will it produce the sticky honey that keeps collaboration systems together
and makes users' and IT managers' live sweeter? Or will it simply be a bit player
in the ongoing IBM-Microsoft drama? We don't know, but we'll say this -- Larry
Ellison rarely does anything halfway, so we have a feeling Beehive will buzz
its way into at least a few IT shops. Microsoft partners, take note: You're
fighting on (at least) two fronts now.
What's your take on Oracle getting serious about collaboration applications?
Will Oracle stake a claim in the IBM-Microsoft war? Tell us at [email protected].
Posted by Lee Pender on September 24, 20081 comments
In case you missed it -- and if you follow this sort of thing -- Microsoft
is
buying
back $40 billion of its stock to try to get its stagnant (and sinking) share
price moving upward again.
Posted by Lee Pender on September 24, 20081 comments
It's Software Usage Management (that's a product, not a category) for .NET.
Careful, the
press
release opens as a .PDF document.
Posted by Lee Pender on September 24, 20080 comments
E-mail
risk management, that is. Remember that "Seinfeld" episode where
George can't stand reading because every time he reads he hears his own voice,
so he buys a book on tape about risk management, and the voice on the tape ends
up sounding just like his voice? Yeah, that was a good one.
Posted by Lee Pender on September 24, 20080 comments
With apologies to Willie Nelson: Mamas, don't let your babies grow up to be
investment bankers (if there is such a thing anymore). Make 'em
be
IT folks instead.
Posted by Lee Pender on September 23, 20080 comments