Tom Petrocelli's take on technology. Tom was a IT industry executive, analyst, and practitioner as well as the author of the book "Data Protection and Information Lifecycle Management" and many technical and market definition papers. He is also a natural technology curmudgeon.
Tuesday, January 27, 2026
Things I Hate About Microsoft Products
Monday, February 14, 2011
Shaking the Smartphone OS Cocktail
- Apple iOS – keeps going. Apple simply doesn’t care about the wider market. That and the cognoscenti love their Apple crack.
- Android – generous licensing will insure that it continues to evolve. It lives!
- Windows 7 Mobile – another failed attempt. Sorry Microsoft. I actually like Vista and Windows 7 on the desktop. The mobile OS is too little too late. It dies. Microsoft money insures it dies slowly and painfully. Please Mt. Ballmer, do a deal with Google and move to Android while you still can.
- WebOS – really? I get that HP paid good money for Palm but with all the other choices, why would I want this. The tablet market? And this from a company who’s last homegrown OS was HP/UX. It dies and HP switches to Android merging whatever is good about WebOS into it.
- Blackberry OS – this is a tough one. RIM has an enormous and fanatical installed base but it’s slipping. They had the first viable smartphone-like device which helped get them established. At the time you had to rely on their closed system for email. Now, that’s a liability. I’ll bet that they quietly move to something else but with Blackberry extensions so the old guard can feel happy. My guess is that it will be Android too.
Monday, November 22, 2010
Novell Rides Off Into The Sunset
The curtain comes down for yet another 80’s era pioneer. Novell is finally throwing in the hat (not a Red Hat mind you) and selling itself off to Attachmate for the ungodly sum of US$2.2B. There are a couple of interesting questions about this acquisition but first a moment of silence for an historic old ship that has run up on the shoals of competition. At one point they were as hot as Google. But like Sun and other companies of my youth they didn’t keep up and will soon be no more.
Why sell now? Because Novell is obviously not going anywhere. At one time they had the number two PC server operating system, have the number two server Linux and generally were number two in a many things. You can’t be number two without eventually ending up on someone’s shoe. So, if someone offers you enough money to float a missile cruiser, you take it. That’s being responsible. Or maybe the rent’s too damn high. (Caution: Sound is too damn high in this web site).
Why US$2.2B? Got me. I mean that’s not that much of a premium over Novell’s market cap but it’s a lot of money for a company that is a shade of its former self. Part of why that number is so high is because Microsoft (through CPTN Holdings LLC) dropped US$450M into the pot. They have a lot of cash. For them, this is like buying a pack of gum. Still, I have a hard time seeing this pay off for Attachmate. Unless it’s not about paying off for Attachmate per se. (I love foreshadowing…)
Who? Attachmate? I know what you mean. Who the heck are these guys that they can go out and buy Novell. That’s like Meritline (a purveyor of cheap Chinese electronics) buying Best Buy. Seems backwards. Attachmate has a product portfolio that looks like a hodgepodge of data center management products. The deal makes sense from a product point of view in that Novell has their own hodgepodge of data center tools and technology. So, depending on what stays with Attachmate and what goes to Microsoft, you will have a company with a huge collection of somewhat related technology. Combine them into certain combinations and you have a bunch of companies. The funny thing is that Attachmate is nearly as old as Novell but you don’t think of them like Novell. I’m not sure if that’s good or bad.
Attachmate is owned by a group of private equity groups. That, plus it’s product portfolio mélange, makes it look like a rollup. Rollups keep going by rolling up more companies and selling them off in combinations. It’s like cooking – a little of this, and a little of that, a pinch of something else and Voila! you have a dish you can sell to investors. That might be where the pay off is.
Why should we care? Really we shouldn’t but we do. Whenever a company with a history like Novell’s gets absorbed and turns into little more than a brand it’s sad. We really should if something bad happens next like SUSE Linux goes away, reducing competition in the Linux market. But really, I doubt that will happen and if it does there’s still OpenSuse, right? If you’re a Novell customer of course you care. You don’t know what these guys at Attachmate (or Microsoft) might do and that has to mess with your head. Otherwise, it’s not a game changing acquisition.
So, what does happen next? My guess is that they package up SUSE Linux with some other stuff and spin it off to investors or another company. If I’m the folks in Redmond I want the identity management IP. That would go along way to creating online services and backend software for trusted Internet environments. Attachmate absorbs the rest and moves on its merry way. Depending what it gets for the other pieces of Novell (like SUSE Linux and ZenWorks) and what it can combine with its own products and sell off, it might make money on this. This is not about product engineering. It’s about financial engineering. And in this type of financial engineering one plus one can equal three.
I wave my hat to Novell as it rides off into the sunset. We’ll miss you amigo.
Friday, August 14, 2009
More on the Microsoft Word Patent Infringement
I am truly fascinated by the Microsoft-i4i patent infringement case. What's not to love. A small company takes on one of the biggest money makers from one of the biggest companies and wins! Today, Groklaw ( www.groklaw.net) published links to the court documents along with some commentary. It's really good stuff.
As I have (repeatedly) mentioned before, I'm not a lawyer. I'm a technologist and business person. Some of the arguments presented in the documents are technical legal arguments. I won't even begin to comment on those.
I also won't comment on the whole idea of software patents. I'll let the folks at Groklaw do that. In this case it really doesn't matter because it's not what the case is about. The core issue is whether Microsoft should have known better and done something different before adopting OpenXML.
What caught my attention immediately was how the court got the subtle technical arguments presented to it. Clearly, this is not a case of some judge living in the DOS age. Despite Microsoft's protests to the contrary, the court understood the technical arguments and simply didn't agree with Microsoft. Too bad for the boys in Redmond – someone found a judge with the geek gene.
The opinion goes even further and says that there is no evidence that the jury didn't get it either. In a way, the court says that unless you can prove that the jury is stupid, you shouldn't assume they are. Truth be told, the technical aspects are not that hard to understand. Despite all kinds of obfuscation, it appears (at least to the judge) that the jury understood the issues well enough to decide rationally. As normal people become more sophisticated about software and computers, the “ jury is a bunch of technology dolts” argument will be harder to make.
Here are a few additional thoughts based on the court documents:
The court understood that a metacode was like a programming instruction designed to manipulate content for display. The definition it used was “an individual instruction which controls the interpretation of the content of the data.” This is dead on. A file of codes mapped to the content is the metacode map called out in the patent claims. I do have to wonder if this definition could be applied to other types of instruction-to-content mapping schemes like CSS. However, the patent is pretty narrow (which is probably why it was defensible). Further study is required.
The Finisar vs. DirectTV ruling popped up. The short form of Finisar is that if you sell a component of something that is important to the product and infringes, the whole darn thing infringes. You can't buy an infringing LCD component, put it in a TV and say “TV's aren't patentable!” Sorry. Doesn't work that way. It was used in legal arguments around contributory infringement. Finisar is something to watch out for when you buy components. If you put something in that infringes on a patent you might be hit over the head with it, even if you get it from someone else. Know the IP situation at your vendors!
What is even better is that i4i's claim to infringement was proven, in part, by a Microsoft email! An email from an employee that indicated they knew they were infringing. From the court's opinion:
“ i4i even presented an internal Microsoft email from January of 2003 containing i4i’s product name, the patent number, and a statement from a Microsoft employee that i4i’s technology would be made “obsolete” by the accused WORD product (which admittedly added XML functionality to the previous version of Microsoft’s WORD product).”It almost seems like a joke that Microsoft, who sells products to manage email for eDiscovery, could get hit over the head with a smoking gun email. Probably created in Outlook and sent from Exchange. For this alone, Microsoft should be embarrassed.
I love the arguments about what a data structure is. It was almost Clintonesque, on the order of “depends what 'is' is.” Even Microsoft's own expert had to concede that their own previous arguments support the i4i definitions. And you wonder why the jury didn't believe Microsoft. That and the email maybe.
Obviousness was obviously argued. Microsoft based it's obviousness argument on the inventors' own previous software. The inventors themselves disputed this and apparently the jury believed them. Again, who are you going to believe? They guys who invented it in the first place or the alleged thieves? Discuss amongst yourselves.
At one point, Microsoft must have argued that since the USPTO was willing to reexamine the patent, that shows that it could be invalid. I like that one a lot. The judge, not so much. The court rightly points out that looking something over a second time is not that same as saying it's invalid.
In the end, reading the court documents provides a picture of a jury and judge who actually understood what the deep issues were. That's encouraging. You hear so much about juries and courts that give enormous awards based on emotion because they don't understand business, technology, medicine, or science. That does not appear to be the case here. Big message here – don't rely on stupid juries. They aren't so stupid.
A couple of other takeaways. One, even mighty Microsoft can be hit in the head with an email. Get control of that now. This is an example where someone has to train folks not to write this type of email in the first place. I'm still chuckling over this one.
Second, take software patents seriously. It is clear that Microsoft knew that this patent existed. They just assumed they could get away with ignoring it or beat i4i into submission. Such arrogance should not be tolerated in any company. All of this unpleasantness could have been averted. I bet Microsoft could have bought out i4i for much less than the litigation is costing them.
And finally, whether you like or dislike software patents, this is an argument in favor of them. i4i, a real company and not a patent troll, would have had their technology stolen from them without the protection of the patent. The system worked and protected the small inventor against the giant corporation. Huzzah for patents!
I promised I wouldn't comment on software patents, didn't I? Sorry about that but I couldn't resist.
Tuesday, July 28, 2009
How Microsoft Learned to Stop Worrying and Love the Netbook
There has been a number of news stories lately about Microsoft and netbooks. The upshot of the articles has been how amazed people have been that Microsoft is not overtly hostile to netbooks. The second round of news was that folks at Microsoft consider many netbooks to just be little notebooks.
Why does this surprise anyone? Many computers sold as netbooks are basically notebooks with small screens and cramped keyboards. They have nearly the horsepower of a desktop computer with hard drives nearing 200GB and one or two Gigabytes of RAM. This is a far cry from the original netbooks which had tiny four or eight Gigabyte solid-state hard drives and and 512MBs of memory.
Most importantly, these new netbooks/notebooks run Windows. If nothing else this should make Microsoft sing with glee and do cartwheels. When the first netbooks were introduced with Linux as the OS, many immediately predicated the demise of Microsoft. Clearly, the rumors of its death was greatly exaggerated.
While the original netbooks were okay (and only okay) for Internet access at Starbucks, they were close to useless for nearly everything else. Why? Because most people use Windows applications not Linux applications. If you want to take any of your important applications with you, you can't. Like that presentation that you are flying in for. You don't need a big honking laptop for just that. But you do need PowerPoint. And, while I love OpenOffice.org (I'm writing this using the Writer application) it just isn't want what most people use. Neither are online applications.
For Microsoft, it gets even better. Most netbooks use Windows XP. They get to drag a little more revenue out of their dying old product and get set up for Windows 7. What's not to love? More money!
All of this money also comes with the gratification that they kicked Linux, as a desktop OS, right in the teeth again. They also proved that that the desktop OS still matters and that not everything is online yet and might never be.
Finally, for those who really want a netbook to be what it was supposed to be, our buddies in Redmond will soon roll out an online (and viable) version of Office. You will be able to access it from your Windows 7 notebook and show the customer your PowerPoint presentation. Microsoft everywhere, no matter where your office is.
It is no surprise that Gates and Ballmer are not intimidated by netbooks. They own the netbook market. I can see them doing their happy dance right now. And it's not pretty...
