T.R | Title | User | Personal Name | Date | Lines |
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3824.1 | | BHAJEE::JAERVINEN | Ora, the Old Rural Amateur | Wed Apr 26 1995 05:50 | 1 |
| RT-11, IAS, DOS-11, Windows-NT (oops... :-)
|
3824.2 | How about? | XSTACY::FUNBOX::jLuNdOn | http://xagony.ilo.dec.com/~jlundon :-) | Wed Apr 26 1995 07:57 | 1 |
| Digital Unix (OSF/1) - biggest and best :-).
|
3824.3 | and they still don't have it right.. | TEKVAX::KOPEC | we're gonna need another Timmy! | Wed Apr 26 1995 08:12 | 8 |
| Wow, that's an interesting statement...
If the implication is that everybody else's operating systems have
evolved, is that a bad thing? Does it mean, then, that IBM is so bad at
it that they have to keep starting from scratch?
...tom
|
3824.4 | and TRAX (groan) | CSOA1::LENNIG | Dave (N8JCX), MIG, @CYO | Wed Apr 26 1995 08:17 | 1 |
|
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3824.5 | EL(a)N | RTFM1::OSTMAN | Time - is what keeps everything from happening at once. | Wed Apr 26 1995 08:23 | 1 |
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3824.6 | .. ways to counter vs critique? | POWDML::LKENNEDY | time for cool change ... | Wed Apr 26 1995 08:48 | 15 |
| Lou Gerstner's getting a lot of good press these days as he's showing
results -- the IBM results are backing him up. There are many customers
who'll take him at his word. In fact, a Digital customer recently told
me (post Turbo-laser announcement) that there is *no* benchmark that
Digital puts forward that impresses his CIO. Instead, the CIO asks
about numbers of columns of press coverage on Digital and reads Wall St
analyst reports that still question our viability.
Instead of poking at Lou's inaccuracy (because it won't be the last
that he makes to IBM advantage) let's question his motivation for the
quote and ways to counter. Likely he's reinforcing IBM customer loyalty
and trying to lessen emphasis on standards. Is there a strategy here?
Is there a messaging opportunity that we should understand?
/Larry
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3824.7 | | DIODE::CROWELL | Jon Crowell | Wed Apr 26 1995 09:12 | 2 |
| Mica -> Windows-NT
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3824.8 | Snapping out of reality... | GLDOA::WERNER | | Wed Apr 26 1995 10:02 | 30 |
| This string itself is a good indication of the problems we still face.
Someone starts off with a comment about what is obviously a marketing
statement and the next 6 Digital replies go merrily down an obscure
technical rathole. Who cares how many obscure PDP11 operating systems
we can claim credit for? Of course Gertsners statement has no basis in
fact, the truth is not a requirement in marketing statements anyway.
What has not been mentioned so far in this string were Gertsners
statement of support for OS/2. I though that was significant because it
means that he has been sold a bill of goods internally that will come
back to haunt him and IBM. There is no way that OS/2 is going to win,
short of the Federal Government breaking up Microsoft, which seems
unlikely even given the temporary Sporkin insanity. The good news IMHO
is that this means that IBM will continue to dump unbelievable amounts
of resources down the OS/2 rathole, thus giving us and other
competitors a temporary advantage. The trade press will someday look
back on that statement as the beginiing of the end for Gertsner.
So what should we do? Since NT is the only pony in sight that is not dying
in mid-stream, we should jump on that puppy for all it's worth and ride it
to a much needed recovery. Yeah, yeah, WIN95 must be included, also, at
the desktop, but we won't have much to deferrentiate us there. It's at
the NT Server level that we can absolutely flatten the competition with
Alpha.
But as Dennis Miller always says...that's just my opinion and I could be
wrong.
-OFWAMI-
|
3824.9 | Heeeee'sssss Baaaacccccckkkkk ... | POBOX::CORSON | Higher, and a bit more to the right | Wed Apr 26 1995 12:40 | 49 |
|
After a well-deserved three week vacation, and an interesting DEC
Hockey Tourney in Marlboro last weekend, several observations:
- IBM is being hurt by H-P, not Digital. H-P is eating their AS/400
installed base alive, beating them 2 to 1 in big corporate PC
deals, and going head-to-head against the AIX O/S with HP-UX.
We are virtually a non-event here, with a exception of our own
existing install base of end-users and existing VARs.
- IBM and H-P are making money, gobs of it. We are still in serious
cut costs mode (just look at the decrease of our R&D expenditures
Q3 1995 to Q3 1994), and are still perceived in the marketplace
as a weak sister for a big technology bet.
- We still haven't solved our internal politics problems around
which account, or groups of accounts, belongs to who - SBU, ABU,
C&P, MCS, etc. This is causing great consternation in our large
"borderline" accounts (these of less than $5MM annual spending
with Digital, but greater than $500K), and a heated
re-examination of their relationship with us. No one likes being
left at the dance...
- Our existing reseller DO NOT like multiple sales reps from
Digital calling on them, and processing orders for what they
regard as a single transaction (C/S computing includes PCs,
Servers, networks, and services). They also feel the problem of
their new prospects/customers wanting their value-added (read:
application software) on a "more popular platform".
- We refuse to address the marketing problems at the product level
and have instead chosen to marshall our resources around a
"corporate" campaign basically focused on print advertising with
low-cost TV spots.
- The recruitment of new resellers is cumbersome, haphazard, with
real focus on competitors' VARs instead of "building our own".
And we are still suffering sales "bailouts". Lost two good sales
people in the Chicago office alone while I was on vacation. People
in the field are burning out at an alarming rate, and our current
micromanagement quarterly numbers focus is just making matters
worse.
I fear we are destroying Digital to satisfy Wall Street, and senior
management's options pockets.
the Greyhawk
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3824.10 | IBM misinformation | MIMS::SANDERS_J | | Wed Apr 26 1995 13:00 | 5 |
| And the IBM misinformation campaign continues. In this weeks
INFORMATIONWEEK "Top Story", IBM says it will charge customers 15% of
the cost of their AS/400 hardware for the 64-bit upgrade.
What 64-bit upgrade?
|
3824.11 | Exploit, not counter | SX4GTO::WANNOOR | | Wed Apr 26 1995 16:57 | 20 |
|
re greyhawk ...
welcome back... I need a vacation too!
I agree that the target of that message was probably NOT Digital, but HP.
Among the 4 (us,IBM, HP and SUN), the last two have the "least" amount
of OS experience. It couldn't have been SUN since it is HP that is taking
away IBM's business on MULTIPLE fronts.
Now given that Digital need not counter directly, but instead exploit the
situation. It would be interesting if say Don Harbert, send a letter
to the editor, just casually listing Digital's experience in OS, or
we have another advert. to address that we are AHEAD of both.
But what would I, the "lesser" player do at this time in the trenches?
#1 is to GROW my own business while the giants fight! We can and should
use this "quiet" times to focus on REBUILDING: credibility, reputation,
sales, etc and chip away their share. Afterall, that was how HP did
it to us!
|
3824.12 | IBM AS400 numbers | ASABET::SILVERBERG | My Other O/S is UNIX | Thu Apr 27 1995 06:48 | 8 |
| re the IBM 64-bit upgrade for AS400:
IBM has been advertising for a number of months their "numbers" for
the AS400 line......4.9% interest rate, 25,000 applications, and
64-bit next generation architecture.
Mark
|
3824.13 | | LEEL::LINDQUIST | Pluggin' prey | Thu Apr 27 1995 14:34 | 22 |
| �� <<< Note 3824.8 by GLDOA::WERNER >>>
�� -< Snapping out of reality... >-
�� What has not been mentioned so far in this string were Gertsners
�� statement of support for OS/2. I though that was significant because it
�� means that he has been sold a bill of goods internally that will come
�� back to haunt him and IBM. There is no way that OS/2 is going to win,
�� short of the Federal Government breaking up Microsoft, which seems
�� unlikely even given the temporary Sporkin insanity. The good news IMHO
�� is that this means that IBM will continue to dump unbelievable amounts
�� of resources down the OS/2 rathole, thus giving us and other
�� competitors a temporary advantage. The trade press will someday look
�� back on that statement as the beginiing of the end for Gertsner.
I'm happy to see anyone, even IBM, offer some competition to
Microsoft. OS/2 is pretty good -- I run it as a one-person
protest against Microsoft. At least it supports more that
the FAT file system; which is a lot more than you can say
for WIN 95.
I'd like to see a GNU-Windows, to really put Microsoft in
it's place.
|
3824.14 | doggedly, yet sheepishly, categorizing this horserace | R2ME2::DEVRIES | Let your gentleness B evident 2 all | Thu Apr 27 1995 15:33 | 14 |
| > <<< Note 3824.8 by GLDOA::WERNER >>>
> ... go merrily down an obscure technical rathole ...
^^^
> ... dump unbelievable amounts of resources down the OS/2 rathole ...
^^^
> ... Since NT is the only pony in sight ...
^^^^
> ... jump on that puppy for all it's worth ...
^^^^^
Somebody spending too much time at the SPCA? :-)
-Mark
|
3824.15 | | ATLANT::SCHMIDT | E&RT -- Embedded and RealTime Engineering | Sat Apr 29 1995 16:46 | 8 |
| Sorry to go down another famous DIGITAL technical rathole but 64-bit
AS/400 claims are not hype.
It's an announced direction of IBM that the new AS/400 ("Silverlake
series") processors will be based on the PowerPC chip. If they use
the PPC 620, that will give them true 64-bit capability.
Atlant
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3824.16 | What a difference a day makes! | NEWVAX::MURRAY | Its now, or never | Mon May 01 1995 08:56 | 9 |
|
Geez,
it seems like just last week that the questions was:
'are 64 bit computers needed?'
Now its 'ANNOUNCING our next generation 64 BIT COMPUTER'.
|