51 posts • joined 12 Nov 2007
It's a massive challenge for the technology companies, just asserting its for this or that reason, looking for easy finger pointing to associate blame for missed opportunity is just naive.
We have to understand that all the former hardware behemoths are suffering from the innovators dilemma. As much as HP, IBM, Dell, Oracle et al. have been broadening their products and services, changing their business models, with differing degrees of success these types of actions are inevitable. After all, are you willing to wait for your next big project, while they train up consultants, architects, designers, support for 6-months as they are using existing employees?
Unless y'all are prepared to pay the price for traditional hardware and software, and stop migrating to the "cloud", these things are inevitable and you are part of the problem. Thats not blame, it's fact, after all your business is also focused on EPS or expense/revenue ratio too.
IBM made a significant shift to being a software and services company almost 20-years ago, none of this should be unexpected. Shifting workloads, skills, people is hard enough much less in an economy where there are massive geographic shifts as whole continents stabilize, and others shift in terms of how they consume and use technology, as well as their skills and employment practices.
Even simple things like the continued shift to home working has potential huge impact on employment trends, locations and skills.
If IBM, HP, Dell, Oracle where cities, governments etc. you might be right to hold them to a different standard. But I don't see anyone voting Governments out because they are paying too little tax?
It's not simply about focusing on earnings per share. While there is an argument that for the whole western industrial economy that the CEO, Executive pay has got out of proportion, it's important to remember that at least IBM, HP, Oracle are still public companies. Unless you've been paying very close intention, their EPS and share price have more than likely a direct impact on you, even if you work for a competitor. They are both direct and indirect investment funds for pension funds, Government/Health/Insurance investments etc. If they all take a dive, you can be hurt anyway, even if you don't work at those companies.
So lets stop pretending you are surprised this is happening. Understand that everyone in the "industry" from customers to design, R&D and the Execs are responsible for finding a ways to find new opportunities and help and support good employees both those where we are working, and also for those that have been, and are being let go. It's also going to come over time to facebook, google et al eventually they won't be able to buy and innovate their way into markets forever in just the same way the more traditional companies can now.
And yes, I'm an Executive at Dell.
Re: expect it to be significant and ongoing
I'm an Executive in the Software Business at Dell. None of our people was eligible for the Voluntary separation, I'm not aware of a further separation programs.
Your comment on stack ranking is well understood, especially in R&D, but even in general is terrible in large organizations where inter-dependencies are legion. Jack Welch has a lot to answer for continuing to support and endorse this. I've long argued against it, we have now withdrawn it and not before time.
can you define beat-off as it relates to Dell?
Acquiring an x86 server business has it benefits. Trying to to merge a completely different x86 business with your existing x86 servicer business and make it profitable is another entirely. If Dell were interested in this they'd have to come up with some form of integrated management offering as there would be no financial benefit of running two incompatible systems management platforms, two different management platforms for blades etc.
I note you did not mention systems management, how to configure bios, managed access to shared components, monitor and recover from temporary errors, failover on permanent errors etc. Did Lenonvo get source code for IBM System Director? While the Intel x86 is common pretty much everything else isn't.
So, define beat-off Dell?
In full disclosure, I am an Executive at Dell... only these days I work in Software Group :)
Ahh yes. Reminds me of the virtual machine environment at ICI at Runcorn back in the late 1980's or early 1990's. a team of people including a number of IBM virtualization specialists worked on tuning the system to get 23,000 virtual machines running on a single server.
Our biggest problem was moving the shared read only storage "above the line" which at the time was set to 16Mb Yep, thats right each virtual machine could only have 16Mb of r/w memory and that included an OS instance, as we were limited by hardware addressability.
Marketing claims, who needs them.
Re: Cheap publicity stunt
I did on my original kindle...
That depends how you look at it... he with partners essentially did by borrowing money against the assets and the future earnings. The money was then given to the shareholders.
As an bona fide Dell Executive and (former) shareholder, I'd have never been able to make such comments in the past, in case they were misconstrued as financial insight and might get me jailed and fired. Now I just have to worry that Michael will fire me.
I think it's a great move, you can be cynical but there are a lot of good things that will hopefully play out. ++Mark.
The meeting is July 18th.
Re: Pretty obvious corporate double-talk...
Levente, what specifically in the press release is BS (otherwise isn't that what ALL press releases are?) and is there something I can explain?
Note, I am a Dell Employee, but don't work in the cloud strategy team...
Re: Difference between Partnering and Ownership - DELL FAIL
Eadon, you can whip yourself into a frenzy, this really isn't the interesting part of the deal Yes, I've seen the official HP Statement, I'm guessing more scare tactics will follow, either imagined or real.
Still, I've said enough, got to get on with creating the future...
Re: Difference between Partnering and Ownership - DELL FAIL
I can't speak for competitors and what they will do, I guess formally I can't speak for Dell, I'm certainly not about to start speculating. However, if you read the announcement, the money from Microsoft was a LOAN.
I know everyone likes a failure, predicting failure is even more fun, although it comes at a price sometimes, as my boss knows. It's much more fun to be involved in creating success and Dell the man has been great and certainly motivating in the 3-years that I've been here...
Dell has partnered with Microsoft from the very beginning, co-investing in products, research, marketing and more. Move along, this isn't the news you were looking for.
For what its worth, bundling software on servers, Linux or otherwise is pretty much a waste of time, most customers wipe it when they get it. As a percentage of servers sold I'd guess we(Yes thats right I work for Dell the man) ship way more servers without software than with. ELA's are where it's at.
Whats more interesting is the macro level actions, as TPM says, what will be different from what the company will do differently than it would have as a public company. I know internally that the talk of the PC collapse true or not, was a distraction to what we've been doing to re-invent Dell in the last 3-years.
Coincidentally, I registered to attend the upcoming Linux Collaboration summit yesterday. ++Mark.
Win8 for business
OK, yes I work for Dell.
That said, personally I think people that don't understand the application of touch and tablets in a business environment are missing a big part of the picture on future work habits and processes. Yes, I'm bashing away on a keyboard, attached to a Latitude laptop that doesn't have a touch screen and is running Windows 7 to write this.
When I got to meetings if I want to take notes I have to open my laptop and put it between me and either the other person or the whole room. If I'm walking from one meeting to another, using my laptop is virtually impossible.
Add to that, using Windows 3.1 style UI, which after all is what Windows 7 is, doesn't really fit the size, capacity and speed that my computer can run at today. My personal interaction with the UI is about the same speed as it was in 1984 when I was writing UI Windows-2 apps, it's just the controls respond a bit quicker these days.
I'd really like to use something that doesn't require a mouse, can be used more discretely, that responds to a flick of my hand, a gesture, that works intuitively etc. that isn't so invasive when I use it in meetings. I know lots of folks don't like Windows, thats fine. The answer can't just be an iPad though and the iPad interface isn't so far removed from Windows 3.1, which you may or may not think is a good thing.
Personally, I think in a few years, touch, tablet style apps with always-on capability, 5-10 hour battery life, will indeed have changed how we think and deliver business apps. But hey, go ahead just be negative, misery loves company.
Re: MicroServers will change the game
Nate, doesn't that depend on the end point being prepared to pay for the virtualization "tax" and the ever increasing layers of management software that comes with it?
I'm not disagreeing with your assertion, it's just we've seen the same story play out before when mainframe virtualization ruled the roost. Ultimately is was the software cost/stack that precipitated the move, not the hardware cost, capacity or virtualization.
Guys, I know I'm trying to make the blind see, but really there are some cool things going on over here at Dell now, yes we really are innovating. Not everyone is motivated purely by money, for some of us its really about the opportunity to build technology that solves real problems.
For the record, in addition to Jai in the Server Group, Don Ferguson former IBM Fellow is CTO in Software Group, myself and Graeme Dixon are working with Don, we are both former IBM Distinguished Engineers and Academy of Technology members. Add to that some outstanding technical talent from recent acquisitions such as Kitenga, Force10, SonicWall and we think we can do great things.
History of VM..
There are a couple of really good history documents on the creation and evolution of IBM's Virtualization Technology and the development of the IBM Mainframe 360 and follow-on 370 architecture. The former was written by Melinda Varian formally of Princeton University, the latter written by Jeff Gribbin formally of Rolls Royce in the UK. Varians contains some great pictures and generally less understood and aspects on the evolution of virtualization.
and IBM and Dell DCS...
I don't understand this fan-boy like dependency on a maybe/soon to be future amazon tablet. I paid $199 for a Barnes and Noble Colour Nook, in less than 2-hours had found, downloaded and routed it to android 2.2 and now have a perfectly working, android 7-inch tablet with Wifi. Amazon is going to save us how?
Actually it does mean MIPS
It's just it's unreliable to actually compare to anything else. First because ALL mainframes run a form of hypervisor, some OS's actually run under two hypervisors. Second, almost all I/O is not done by the main processors; in fact there are a great number of processors in the system that handle I/O once it's made its way through the GPU. Third, IBM System Z uses a form of macrocode or VLIW in its firmware which allows direct calls from an app or OS to bypass what would normally be result in a series of instructions that might cause interrupts in the GPU(s) and calls back to the OS in other environments. So apples and oranges.
So, MIPS are indeed measure of millions of instructions per second, they are just not comparable, hence they are meaningless. However, if you want to compare a specific app running a real world workload using say 4x cores, 128Gb of memory, in a VM doing say 250 IOPS per second, with a failover server and networking, you can come up with some pretty compelling price alternatives to mainframes. Are they valid, are they comparable? It depends on the business need?
Beauty as they say, is in the eye of the beholder, price and value are the same. I work at Dell (now)
Well all know the problem is the hardware for old media
Yes, theres a problem and el reg was right its the hardware... while well know file formats and open source software make it much easier to recreate programs that read old media, old software not required, the real problem is that as hardware gets smaller, it becomes much harder to recreate or fix it when it breaks. I still have a working IBM PC Junior, which only has diskette drives, I kept it from the days when I wrote a callable UI library for a home banking system to use. It still makes me laugh to see how small the library is, even though it gets packaged with the Turbo Pascal app runtime executable. The OS and the app run from a single diskette...
Here is a picture of my cube in I think 1983, with the same PC and expansion chasis...
You kids today
Your first PC had a hard drive... (no where's the avatar for Thomas Watson Jr?)
Raise your weapon!
ahh thats where Deadmau5 got his name...
Is anyone home
It's clear that they are mastering voice and search, soon the worlds biggest call center will just be voice activated search... no people needed
What no muppet avatar
I'll have what he's drinking
I was part of the IBM Software strategy team back when the IBM Network Station was first punted around, I'd been campaigning for a long time(1988) to get a better approach to corporate end user computing that was more x-terminal like and less PC like. This presentation was one I gave between 1988 and the late 1990's I won best session at a couple of conferences with it.
The IBM Network Station had a few pluses, it was "mostly" based on the Network Computer profile that Oracle/IBM et al were championing at the time, but it really failed for the following reasons IMHO
1. It was network boot - if you didn't have connectivity, or the boot server was unreachable you couldn't work
2. APPS, APPS, APPS - the real loss was not enough Java apps available at the get-go, and poor Java graphics. As soon as you ended up having to do Remote Terminal into a Windows server for the bulk of your work, it drove up the centralized server costs and network bandwidth became a problem. Hard to remember back then wireless was rare, ethernet not 100% reliable and bottlenecked in datacenter often
3. Lack of local memory even for caching - they typically had only very limited local memory, which effected everything for web pages to Java app load time as there really wasn't enough based on the then price of memory.
4. Lack of a good, cross platform single sign-on facility. We take the pervasiveness of LDAP and active directory for granted inside organizations for granted now, they were not back then and there was NO OpenID or similar.
Funny how the pendulum swings, old is new again. A beer? I wish I had one for every old technology thats come back as new...
How many ?
I work for Dell so I'm not here to defend HP. I also don't disagree with the sentiment that the UK Gov. should think more about funding and support of startups.
I'd assume though that these numbers 721 are the direct number of jobs are those actually employed by HP. That being the case I'd be prepared to bet that there are 2-3x the number of subcontractors, suppliers, and other infrastructure that work with the 721. If the 721 didn't exist, then they likely wouldn't either.
At least this isn't one of those mega-lights-out-datacenters with just a couple of employees sucking the electricity and providing no other benefit.
I don't know what patent portfolio sharing agreements MS has with Oracle, but I'd like to hear from you what on earth you think MS has patents on in the DB field that it could challenge Oracle on...
with the IP that Oracle previoulsy had, and that which they picked up with SUN, its hard to imagine anything except the other way around, Oracle pursuing MS over DB IP/Patents. But then again maybe your assertion is right, its just your logic thats wrong...
Emotional rant passes as what, news?
Clever use of emotion over logic, while your point might be somewhat valid its backed by almost no fact(oid)s. Remember, even Star Wars was fiction... Do you know or even have a clue if the virus in this case was easily detected ? I think not... Can you describe how it was in the "Supply chain"?
We can all imagine doomsday scenarios, but implementing is much harder. I'd be MUCH, MUCH more worried about loading new ROMS downloaded from the internets on your phone... seriously...
Next time you see Karl, or for that matter Sam, say hi from me.
I think if you check Tim, Sam was in fact head of IBM Systems Group when Linux was first proposed for System Z and Karl was System P marketing.
I still have somewhere in my collection the spoof analyst and press reports I made up to illustrate how this might get perceived and how to position the speciality engines.
However, be clear, the whole IBM Linux strategy was really about positioning the company to be ready for the tidal wave of people, technology and skills that would grow out of the emerging economies adoption of Linux, which was inevitable as it was, err, free.
The fact it might sustain the mainframe, or provide a wedge to drive between Microsoft and developers etc. Were all side effects of the former, not the drivers.
Still I failed in one respect. At a keynote at the, I think, 2002 System Z expo, or whatever it was called in those days, I claimed that as an industry we would have failed business if we were still talking about Linux as an OS in 5-years.
I had meant, instead of focussing on business apps and their runtimes like Java, Grid(ah hem) etc. IBM wasn't so pleased with the remark and I was called to explain myself.
Good fun, enjoying myself over in x86 land at Dell these days working on, err, embedded Linux "solutions".
"Software Group, which sells operating systems"
Oh yeah, which ones would those be ? Microsoft WIndows or Linux ? The IBM OS's are from IBM Systems Group... just sayin
not if you're a server company
To hide the bleed from RISC to X86 the server companies have deliberately bifurcated the UNIX market into UNIX that runs on RISC and Linux which runs on X86.
I don't remember who started this, it may well have been a Gartner thing, but thats how they all measure market share these days. They can claim huge numbers of UNIX deployments, aka UNIX or Linux on RISC usually expressed as percentages, while at the same time not having to explain losses to Linux... ie their numbers in the UNIX space are holding steady(while the space is in terminal decline...)
Oh yeah... and the VC's are where?
So lets assume that he's right and capping is a good idea... does he have any idea how and where the VC funding is going to come from in the UK to "ensure that the next generation of "Googles, Microsofts and Facebooks" were British companies."
I'm guessing thats a brain half full type of wish...
I spent 2-years on assignment to IBM SWG in the late 1990's evangelizing open source and Linux, and 2-years, 5-years ago as a spokesperson and lead technical consultant for IBM with the IBM Europe, EU PR Team.
This is a noble request, and possibly a good reason to do it. Let me tell you why it won't happen though. Notes/Domino is a huge piece of code contributed to by 1000's over a period of 20-years, as such IBM cannot attest to their ability to grant free and open access to all the source code. Some of the code will no doubt come from business partners and others who granted IBM a license to use the code, but will not have given IBM the rights to freely distribute their code.
IBM is very unlikely to spend the money going back over all the code and licenses to make this happen. Better would be to ask for a new Notes codebase, such as the Notes 8 eclipse code to be released, or for IBM to work with the community to open up the process to create new Notes/Domino APIs etc.
Good luck though. I assume we can rely on el-reg to do follow-up work on this and let us know what IBM's response is.
Penguin: because it will freeze in hell before this happens...
You must have some other problem with your zLinux performance, there is NO emulation going on on real z hardware... suggest you go over to IBMVM listserv and see whats going on http://listserv.uark.edu/archives/ibmvm.html
TT7 on HTC Touch Pro
I have an HTC Touch Pro with Tom Tom 7, in a powered cradle in my car, I have the phone connected to the car stereo to use as an MP3 player, oh and also to listen to BBC Radio London streamed over the net to my normal 12-mile commute in Austin TX, the TT7 Voice is just slightly louder than either MP3 or the Beeb and is great.
Yeah the screen is small, and yeah the whole thing isn't stuck to my windscreen/shield via an ugly sticker thing, but hey it works great and I can follow twitter via PockeTwit, get emails, I have my calendar, address book synced via CommonTime mNotes... uh, oooh, d'oh, I think I just arrived...
It does phone calls too some I'm told ;-) and yeah its Windows Mobile, but actually I think thats pretty good, the only downside is the horrible PC side Windows ActiveSync that keeps thinking its a different phone.
What no hello world example, what kind of review was this... now I'll never be able to program in M.
@asdf - You are kidding right
Who is your US contract with ? I think its much more to do with the fact that the US users just are not aware they are paying more. My prior O2(UK) contract with unlimited data was much cheaper than my current US AT&T stitch-up, admittedly the data part is about $40 as you state, but I can't have it without all the other over expensive services.
When I travel to the UK, I have a Three pre-pay SIM that I use that provides a months 3G fair-use data for £5 so say about $9...
Bill because he knows a good deal when he sees one!
my favorite is the one on page-4 where it says "We're applying the same kind of process isolation you find in modern operating systems" - Like err, address spaces in the 1970's mainframe systems. Just because Windows was borked doesn't mean everything else is... but then if Google says its true, it must be. So how radical is the concept of running tabs as processes and freeing up all the memory when you close a tab... not very, just another old concept applied obviously, patents anyone?
Oh yeah, and I remember around 1985 when the VM/SP pubs team first used cartoons to explain topics in some of the VM/SP manuals, so even thats not new google. Still nice to see the youngsters re-invent the old, maybe next up will be google coke, if you put a dirty penny in it, it cleans it... Wow.
Having said that, I'll be trying out Google Chrome, muppet I know. Mines half way up the stairs
But did they wire tap the calls ?
and are they going to keep them for 75-years... You bet if I called them they would.
Paris, because she's had her phone stolen too!
2.5mm headphone jack and no MP3 player
The spec says it has a 2.5mm headphone jack, groan, Nokia headsets then, at least its not the dumb HTC mini-USB, I don't see an MP3 or even an OGG player as standard...
I'd like to buy one just to encourage them to keep going... I assume they'll make some profit from the sale of the handset.
No effect on live radio broadcast overseas I hope
I use Real Player on WM6 on my phone to listen to BBC Radio London live over the net, it even works great in my car plugged in, in fact its mostly as good as being in London, except no traffic jams, congestion charge etc.
Hopefully these changes won't stop that from working...
I just bought a cassette adapter with composite lead and 3.5mm plug for my 2005 Merc c230 Kompressor... works a treat. If I'd know about this before I'd have bought one, saves the MP3 player... come to think of it, I might get one anyway...
I'll get my Crombie-coat, my best cassette years were in the late 1960's and early 1970's delivering newspapers with my cassette on the rack on the bike of my bike.
I blame Berners Lee
Yeah, HTML was such a bloat after TTY and ANSI graphics, can't we go back to 3270 datastreams, they were such more more network efficient.
Smilie because I can still remember how to program an erase write alternate...
How long for ??
The US Embassy recently took all ten prints for a visa, how long before BAA send them my T5 prints to compare??
The only problem is we'll all need kid gloves, the slightest cut etc. and your finger prints don't compare. The US Embassy won't even take your finger prints and you can't get a visa if your prints are not perfect... all ten!
The worlds only building site with its own airport
@mark "there is none of this nonsense with Sirius"
Perhaps because it is satellite. The US is having its own problems with take up of High Def radio, aka DAB.
I do the same thing to broadcast BBC London around the house here in Austin TX and pick it up quite reasonably with two FM sets, PC picks up over the net using RealPlayer, headphone socket plugged into to mini-transmitter. I thought about using IP over powerlines but realised it would just use bandwidth I could use elsewhere!
"Theres no place like home".
Jeff Jonas of IBM has a lot to say on the subject of data anonymity, accountability etc. His recent blog entry on information incontenance says volumes: http://jeffjonas.typepad.com/jeff_jonas/2008/01/information-inc.html
Ahh yes, Watson was right then
So, Thomas Watson Senior was right after all, the World does only need six computers, Business Week seems to have forgotten that the US Government would need at least one!
ps. Not that I'm innocent, see latest blog entry
and does it have a Tripod adapter/fitting on the bottom?
Sure, you don't buy this sort of camera for use typically at events where a tripod would normally be used, but its sure nice to have one for low light, night pictures etc. I have a DSC T1 and its a decent enough camera, but I'm constantly frustrated by the lack of a Tripod...
SPEED HUH, FUNCTION NO
Well speed maybe, but thats worth nothing if you give up because the function is broken. I tried booking a flight from NYC to SF, it ended up going via LAX(OK maybe) when I tried to proceed past the select flights menu, I was presented with Select seats.
At select seats I was "lucky" enough to get an exit row, only to be told that exit rows cost $15 extra, a pop-up opened that started "Congrats. You just got one of the most coveted spots on the plane. But because you are now in the exit row, your seat comes with extra responsibility" it had two choices yes and no... for $15 you could select yes and continue... but no wasn't active under Firefox 220.127.116.11 and given the original flights were not that cheap, they went via LAX, and there "super-fast(ahem)" website was forcing me to pay $15 for a single exit row seat, I bailed and canceled.
and although I don't have an iPhone, I went for a free HTC Hermes with AT&T in the US, the international roaming charges are OUTRAGEOUS. I have the same data plan as an iPhone gets.
I bought an unlock code for the HTC from ebay which worked, for $16, and now use a prepay O2 or Virgin SIM when in the UK. The data doesn't seem to work, but heck at least I can use the phone...
Once I can get out of my AT&T contract, I will... daylight and robbery come to mind.
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