T.R | Title | User | Personal Name | Date | Lines |
---|
3950.1 | | QUARK::LIONEL | Free advice is worth every cent | Tue Jun 20 1995 13:14 | 9 |
| Dropping NextStep already, are we? How fickle....
Considering today's announcement that IBM would build and sell PowerPC systems
running MacOS (in 1996) , I don't see any fit for Digital in here, nor do I
think there should be. MAE has no significant future in my opinion. We'd
be far better off to sell what we have - and signs I have seen show that we're
doing a lot better in the NT space lately.
Steve
|
3950.3 | | ICS::BEAN | Attila the Hun was a LIBERAL! | Wed Jun 21 1995 09:06 | 2 |
| Why would anybody want *US* to be a trading partner?
|
3950.4 | | VANGA::KERRELL | DECUS Dublin 11-15 September'95 | Wed Jun 21 1995 09:28 | 7 |
| re.3:
Regardless of the merits of the proposal in .0, I believe your stance to be
somewhat negative, clearly some companies do believe we are a credible trading
partner. For example, Oracle, Computer Associates, & Microsoft.
Dave.
|
3950.5 | Just Curious | MR2SRV::oohyoo.mro.dec.com::wwillis | CNS Specialized Services | Wed Jun 21 1995 13:52 | 1 |
| What alliances have we formed with Computer Associates?
|
3950.6 | interesting Isaac... | FAILTE::gracie | | Wed Jun 21 1995 13:53 | 3 |
| reckon it must have been a cooking apple that dropped then!
maybe try sitting under another tree?
|
3950.9 | | TLE::REAGAN | All of this chaos makes perfect sense | Wed Jun 21 1995 16:01 | 20 |
| What would IBM get out of the deal for trading PowerPC/PowerMacintosh
support for an IBM endorsement of Alpha? IBM has their own
workstations.
Having Digital giving the "seal of approval" of PowerPC/PowerMacintosh
isn't going to to help the PowerPC/PowerMacintosh market, will it?
We'd just be another builder of systems and not any added value, right?
Its back to my first question, why should IBM (or any other vendor)
want to help Digital in the marketplace?
Saying that we need to port both OS (I assume you mean OpenVMS and
Digital UNIX) to PowerPC is a big chunk 'o work. Don't forget
compilers, et al. However, there are also UNIX systems for PowerPC
right (IBM's own workstations). What would we have with Digital
UNIX on a PowerPC that IBM doesn't already have? We need some
unique feature that would lead you to get a PowerPC/Digital UNIX
system versions a IBM PowerStation, right?
-John
|
3950.11 | Huh? | WHOS01::BOWERS | Dave Bowers @WHO | Wed Jun 21 1995 17:20 | 5 |
| Tom,
Has it occurred to you that IBM makes most of their profits from the AS/400 and
the mainframe line? Why should they endorse our servers and enterprise systems?
I don't think they're suicidal.
|
3950.12 | | GANTRY::ALLBERY | Jim | Wed Jun 21 1995 17:50 | 4 |
| Digital has made plenty of mistakes, but VAX/VMS can hardly be
referred to as a "disaster."
Jim
|
3950.13 | You Want Bold Moves? :-) | HLDE01::VUURBOOM_R | Roelof Vuurboom @ APD, DTN 829 4066 | Thu Jun 22 1995 04:44 | 37 |
| So what are the top ten reasons that people buy Digital
systems? Here's my cut:
1. We've got a load of Digital stuff in here already.
2. Price/perfomance is pretty reasonable.
3. 64 bits is probably a good thing to have.
4. insert favourite reason here
5. insert favourite reason here
6. insert favourite reason here
7. insert favourite reason here
8. insert favourite reason here
9. insert favourite reason here
10. Its got an Alpha Architecture.
I don't know what it tells you but it tells me that people buy
Digital systems _in spite of_ Alpha Architecture and not _because_
of it.
And since Bold Moves are all the rage these days: Here's
Roelof's Bold Move Progam:
1. Stop acting like an overgrown chip company who wants everybody
to see their favourite toy.
2. Rip Alpha and AlphaGeneration logo's of every machine and
advertisement you can find.
3. Summarily execute any Digital employee who even mentions that
these things run on Alpha.
4. Go over and watch how SGI is wrapping up the graphics market,
think how we could do the same with the database, SAP and other
markets.
5. And finally the boldest of all: Repeat aloud three times a
day that you really, really understand that the people who
really _do_ care what chip's in there are the same people who _won't_
buy Alpha.
re roelof
|
3950.15 | Sounds Good, No Way | USCTR1::CROSBY_G | | Thu Jun 22 1995 09:30 | 24 |
| Re: Mr. Newton's thesis.
Admittedly, Tom's concept has some merit; Figure out a way to make
Alpha (Insert your favorite Digital brand name if you like) and don't
worry too much about the desktop. Or, play to your traditional
strengths.
It falls apart, however, in the naive thaought process that suggests
that IBM would spend one nanosecond considering such a strategy. Ever
since they unleashed the PC (I remember when and boy do I feel old),
they have been scrambling to try to fix the mess that they created. As
user departments have implemented computing solutions, DP organizations
have struggled to control IS. And with the spate of new vendors over
the last 15 years, IBM has been desperately trying to retain any
semblance of control over IS departments. It was not too long ago that
IBM exec's could get IS managers fired for not buying the newest IBM
whizz-bang.
So what's my point? Any strategy that assumes that IBM will cooperate
in allowing a competing technology to gain market share in centralized
IS, or enterprise computing will be as succesful as another Red Sox
World Series bid.
gc
|
3950.17 | My Top Ten (ala Mr. Dave)... | POBOX::CORSON | Higher, and a bit more to the right | Thu Jun 22 1995 14:13 | 37 |
|
I really like Roelef's top ten list.
For example:
We purchase Digital because....
10. We can easily remember our customer code number.
9. We've had the same sales rep for over six months.
8. Our computers are all commodities anyway.
7. Our CIO was TFSO'd last year, and the position remains open.
6. Our programming staff only knows VMS
5. Our programming staff is one part-timer
4. We love the Digital ads so much
3. Our consultant is an ex-DECie
2. You have the best technical support in the computer business
And the NUMBER ONE answer is...
1. Our CEO is Ken Olsen.
Thank you, thank you. I feel better already. Oh, thank you nurse...
the Greyhawk
9.
|
3950.18 | | VANGA::KERRELL | DECUS Dublin 11-15 September'95 | Fri Jun 23 1995 04:20 | 6 |
| >What alliances have we formed with Computer Associates?
Sorry, I don't have a list, but for example the deal to offer CA's Unix CA90
products.
Dave.
|
3950.19 | Account Manager for CA? | TKOVOA::MIZOGUCHI | | Fri Jun 23 1995 05:18 | 25 |
| > <<< VANGA::KERRELL "DECUS Dublin 11-15 September'95" �ˤ��Ρ��� 3950.18 >>>
>
>>What alliances have we formed with Computer Associates?
>
>Sorry, I don't have a list, but for example the deal to offer CA's Unix CA90
>products.
>
>Dave.
>
>
Would you kindly providing me account/business manager for Computer
Associates? We need to talk with CA for big business chance in Japan.
Thank you in advance.
/Hiroshi
---------------------------------------------------------------------------
Mizoguchi Hiroshi
Digital Equipment Corp. Japan
e-mail:[email protected](Domestic)
[email protected](International)
TEL:81-3-5349-7269 FAX:81-3-5349-7439
|
3950.20 | Oh no... Rumor alert, again.. | RDGENG::WILLIAMS_A | | Fri Jun 23 1995 05:25 | 13 |
|
...er..
*If* IBM really wanted Alpha 64 bits all that much, and right now,
they could just buy us, and spit out the bits (pun not intended) they
didn't want.
Of course, hostile bids are unheard of in our business no ?
Seriously, if 'get IBM to sell Alpha' is our best hope, at a minimum
this shows lack of imagination.
|
3950.21 | | VANGA::KERRELL | DECUS Dublin 11-15 September'95 | Fri Jun 23 1995 06:39 | 8 |
| >Would you kindly providing me account/business manager for Computer
>Associates?
Don't know about worldwide account management but you could call/mail Judy Orava
@MRO. I believe Judy is the U.S. account manager. (I am assuming here you don't
want U.K. info, which is where I'm based).
Dave.
|
3950.22 | Gerstner's =/= Palmer | ATLANT::SCHMIDT | See http://atlant2.zko.dec.com/ | Fri Jun 23 1995 09:55 | 5 |
| > Of course, hostile bids are unheard of in our business no ?
What makes you believe it would need to be a hostile takeover?
Atlant
|
3950.25 | | GEMGRP::GLOSSOP | Low volume == Endangered species | Fri Jun 23 1995 14:54 | 18 |
| > In other words, all these products are perceived as proprietary. If we make
> a deal with IBM,
>
> * AlphaStations and Alpha enterprise systems will be available from both
> Digital and IBM.
>
> * PowerPCs will be available from both IBM and Digital.
>
> * Power Macintoshes will be available from both Apple and Digital.
>
> All of the products will be perceived as open, which increases sales, and the
> chances of signing up more vendors such as HP, Compaq, and Dell.
It isn't at all clear that "perceived as open" follows from the above.
(In fact, I would argue that it isn't anywhere close to what's necessary
to be perceived as open.) Personally, it seems to me like this would
be less, not more. (More overhead resulting in *less* being dedicated
to making products competitive over either the short or long terms.)
|
3950.26 | Even Better ?! | RDGENG::WILLIAMS_A | | Fri Jun 23 1995 15:40 | 14 |
| Ahah !
Now I have it.
The following companies all do a deal to mutually support and sell
Alpha, Mips, PowerPC,Sparc, PA-Risc, Intel (continue....) based systems.
IBM, Digital, HP, Sun, SGI, Pyramid, Compaq... (continue...).
So, everything now becomes an open standard.
... er... hang on, let me think about this a bit more...
I'll file this in the 'Too Hard' box.
|
3950.28 | | GEMGRP::GLOSSOP | Low volume == Endangered species | Fri Jun 23 1995 16:50 | 2 |
| Intel would have you believe 1, Apple and IBM 2, Digital 3... Is there
a pattern developing here...?
|
3950.29 | 33 Million Pentiums | SLOAN::HOM | | Fri Jun 23 1995 17:17 | 6 |
| How does one overcome the 33 million pentiums that Intel will
ship this year? All other issues are insignificant compare to
this one.
Gim
|
3950.34 | Why stop posting here? | FLAM01::CONCORDIA | later | Mon Jun 26 1995 13:39 | 7 |
| re: .33
Why do you feel the need to stop posting here? This is definitely NOT the
proper channel to get your ideas implemented, but I feel it is still worthwhile
reading... Perhaps you could post updates on your progress...
-D
|
3950.35 | Alpha clones do exist and are expected to grow | STAR::jacobi.zko.dec.com::JACOBI | Paul A. Jacobi - OpenVMS Alpha Development | Mon Jun 26 1995 13:53 | 14 |
| >>> Currently there is
>>> * one major brand-name company selling AlphaStations and Alpha enterprise
>>> systems and OpenVMS: Digital.
Wrong! (unless you argue over the definition of "major") Aspen and Nekotech
are now selling their own Alpha "clone" systems with your choise of NT, Unix or
OpenVMS. I believe the Aspen system won an award at the last DECUS. The Alpha
clone system are finally a reality, with more vendor are on the way. If the
little guys are successful, I'm sure the big fish will become interested.
-Paul
|
3950.36 | | GEMGRP::GLOSSOP | Low volume == Endangered species | Mon Jun 26 1995 14:24 | 12 |
| "Major" - say US $1Bn annual revenue on the low end.
This is the second note in as many minutes where I've seen something
that suggested that "we're believing our own propaganda". The Alpha
clone makers aren't even close to major (at the very least, yet.)
We're talking about mass markets here, not Unix/VMS (both of which
are *low* volume). Remember - Compaq ALL BY ITSELF is likely to pass
Digital in annual revenue soon (if it hasn't already), and it's
only a small fraction of the PC market, as opposed to a fraction
of the company being almost all of the Alpha market, which is in turn
comprised of (at least) 3 significant OS variants.
|
3950.38 | | USCTR1::CROSBY_G | | Mon Jun 26 1995 15:31 | 3 |
| Tom
Several weeks back, I suggested thaty you tell us "what the
|
3950.39 | Setup? Trust is Fleeting | USCTR1::CROSBY_G | | Mon Jun 26 1995 15:39 | 24 |
| Well, that was neat.....
we'll try this again.
Tom, several weeks back, I suggested that you be prepared to explain
how the numbers worked for some of your ideas. You told me that my
suggestion was communistic or something like that.
I repeat my suggestion. If you are about to march up VP row, you had
better have some idea of how the numbers work....Because a VP is an
officer in the corporation who works for the stockholders, who care
less about strategy than they do about profit. Don't set yourself up.
Make sure you have some meaningful responses to questions about unit
shipments, gross profit margins, market share increases, etc. A
response to a hard question that starts with "It should work like
this..." is a quick route to TFSOland (I've been there).
Do your homework and give it your best shot.
Good Luck.
gc
|
3950.40 | Stomp IBM and PowerPC | DPDMAI::WILSONM | | Mon Jun 26 1995 16:05 | 14 |
| The June 12, 1995 issue of Computer Reseller News reports Digital
Equipment Corp. will introduce a system based on the PowerPC 604.
The clone makers are one less as IPC based in Austin, Texas has dropped
the Alpha in favor of the 604.
As for cooperative ventures with other companies, if the lions share of
advantage isn't on Digitals side, why bother. If someone wants a
"simpler, gentler" environment, let them buy an IBM360.
I try to think of a way daily to make the competition look as bad as
possible. I love it. Call it competition. Cooperation will have only
one effect, stifle innovation.
Has anyone seen performance figures on the PoverPC? Why so much
silence?
I don't want to coexist with the PowerPC, I want to make jokes about it
a year from now. I want to see it fail miserably. I want to WIN.
|
3950.41 | The joke's likely to be on you, I'm afraid. | ATLANT::SCHMIDT | See http://atlant2.zko.dec.com/ | Mon Jun 26 1995 17:14 | 16 |
| > I don't want to coexist with the PowerPC, I want to make jokes about
> it a year from now. I want to see it fail miserably. I want to WIN.
The trouble with the expectation is that it would take an
absolute calamity inthe PowerMac market to brink its unit
shipments down to the levels that Alpha presently ships at.
And a calamity isn't likely to happen.
Let me say that again, in numbers: In PowerMacs *ALONE*,
PowerPC is shipping in volumes wel in excess of 1,000,000
unites per year and the number is growing. Alpha, *IN
ITS ENTIRE LIFETIME*, has shipped what? 100,000 units?
200,000? In other words, about 1 or 2 *MONTHS* worth of
PowerPC shipments or 1+ weeks-worth of Pentium.
Atlant
|
3950.43 | I like the ideas | WELCLU::SHARKEYA | LoginN - even makes the coffee@ | Tue Jun 27 1995 04:58 | 6 |
| I think Tom has some excellent ideas. A PC-priced Alpha would be very
attractive to the NT server space (for example), to the personal Unix
arena (I know of 1 cosutomer who is buying HP 'cause its cheaper) and
to the small VMS shop where they want reliability (as in a lawyers ?)
Alan
|
3950.44 | OK, I'll bite | HLDE01::VUURBOOM_R | Roelof Vuurboom @ APD, DTN 829 4066 | Tue Jun 27 1995 05:27 | 33 |
| > I think Tom has some excellent ideas. A PC-priced Alpha would be very
> attractive to the NT server space (for example), to the personal Unix
And a free Alpha would be even more attractive...and therein lies the
crux of my problem with Tom's ideas. To get my point across I will
resort to oversimplification. Bear with me on this.
While none of Tom's ideas taken individually are unreasonable what
bothers me is that taken as a whole they are focussed on reducing
cost to the customer and an implicit assumption that reduced cost
will be accompanied by increased volume which presumably offsets
the lower margins (not a self evident truth).
More importantly though (and here the oversimplification kicks on)
looking at Digital's customer profile you will see that they sit
strongly on the side of technology innovators rather than that
of technology laggards. Technology laggards are interested in reducing
cost. Technology innovators are (whatever their protests to the
contrary) are not. Technology innovators are interested primarily
in using IT to add value - and are more than willing to pay top
dollar for it too since this is a proof that the IT solution
acquired _must_ be adding great value -.
The added value is NOT that of reduced cost, the added value is
in the are of competitive advantage (e.g. a Digital based data
miner giving better demographic analyses).
I believe that our focus should be on defining that added value
- and Digital business practices are a fundamental part of that
added value - and limiting the solution to cheaper, faster Alphas
(PC style or no) is fundamentally missing the mark.
re roelof
|
3950.48 | | GEMGRP::GLOSSOP | Low volume == Endangered species | Tue Jun 27 1995 13:05 | 50 |
| RE: .44
> More importantly though (and here the oversimplification kicks on)
> looking at Digital's customer profile you will see that they sit
> strongly on the side of technology innovators rather than that
> of technology laggards.
Of course, if you ask questions about *existing* customers, you aren't
necessarily finding out anything about people who are *not* currently
your customers.
Yes, there are people that will pay top dollar for advanced technology.
The problem is we utterly fail to exploit opportunities. (For example, we
should be pushing EV5 workstations *now* getting profit from the "early
adopters" that are willing to pay, then significantly reduce the price over
time - fairly rapidly - so that the price after a relatively short period
of time [e.g. 6-9] months is in the PC price range ballpark. i.e. you ship
better absolute performance to the people willing to pay a premium, but you
ALSO compete in the larger market so that software vendors see a large enough
installed base to make your platform interesting by making sure that both
your price and price/performance are equivalent to the main stream.)
Basically, the "early systems" is where you get your "extra" profit vs.
total commodity systems.
The thing you don't do is ship a system that's supposedly faster (i.e. Alpha)
in very low performance configs at the low end so that it is above x86
in price, but below x86 platforms in price/perf and absolute perf. (We seem
to design systems for when particular Alpha chips will be available in volume.
We *should* design systems to be available when the chips are first available
in low volume, and get the margins out of the first systems. As it stands,
we have a lead "on paper", but when you look at *shipping* systems
in the personal system band [both portables and desktops], Alpha starts
to look a lot more like a paper tiger.)
DG is switching to x86.
At least one system vendor is switching from Alpha to Power PC.
The handwriting is on the wall UNLESS we take explicit action to change
our "glide path".
> I believe that our focus should be on defining that added value
> - and Digital business practices are a fundamental part of that
> added value - and limiting the solution to cheaper, faster Alphas
> (PC style or no) is fundamentally missing the mark.
I don't believe that anyone has suggested that we should "limit" our
solution to cheaper/faster systems. However, there are a lot of indications
that we are totally missing the boat by *totally avoiding* PC-price range
systems with PC-competitive price/performance.
|
3950.49 | | LEEL::LINDQUIST | Pluggin' prey | Tue Jun 27 1995 13:53 | 38 |
|
��For instance, I think we should give away some free laptop PCs to the Boston,
��Framingham, Littleton, and Marlborough Police, provided that the communities
��are willing to invest in the centralized information systems needed to bring
��vital information to the officers in the squad cars. (Otherwise the officers
��on the street won't be able to make full use of their laptops, and resulting
��testimonials may be negative. That's a lose-lose outcome we must avoid.)
First, isn't this a little mass-o-centric? Given that nearly
every recent evening news-cast in the boston area includes a
piece about 'layoffs at digital', it hardly seems necessary
to get more visiblity in mass.
Second, what good is giving laptops to folks with the iq of
lint going to do?
The cop systems that I've seen are really ruggedized wireless
terminals, with graphics display. These are hard-mounted into
the cop-car so the cop can see the display, and type with
one hand. (Of course, in most places it's illegal to have a
display within the view of the driver, but why should cops
respect the law?) The cop can do simple database lookups,
and maybe pull up your driver license picture to see how bad
you can really look.
Of course, it's software that makes the system. What's the
cop going to do with this thing? Run delorme's gps-map,
and plot the best vector to dunkin' donuts? And once the
cop does head out for the fresh batch of jelly-filled, is
the alpha laptop going to be up to the warp-7 g-forces?
What happens to the laptop when macdonald's 170� coffee is
spilled on it?
On the other hand, those crown vic's with the cop motor
generally have the mother-of-all-alternators, so that's
certainly in the alpha laptop's favor.
|
3950.51 | ..!.. | RDGENG::WILLIAMS_A | | Tue Jun 27 1995 16:01 | 7 |
| Moderator,
please write lock this one ?.
Ta,
AW
|
3950.52 | more dipsticks than oil | DPDMAI::EYSTER | Livin' on refried dreams... | Tue Jun 27 1995 16:34 | 22 |
| > <<< Note 3950.51 by RDGENG::WILLIAMS_A >>>
> -< ..!.. >-
>
> Moderator,
>
> please write lock this one ?.
>
> Ta,
>
> AW
Could you please supply a list of all other topics you wish
write-locked, along with reasons as carefully communicated as the ones
above? Thanks. Oh, and any other conferences you might take exception
to? Please forward them to POND::PALMER, he's the moderator of most
of these conferences.
Thanks for your help.
Tex
Bye all means
|
3950.53 | :) | ICS::BEAN | Attila the Hun was a LIBERAL! | Tue Jun 27 1995 17:25 | 3 |
| I'm tempted to nominate ::NEWTON for the \nassar Award
|
3950.54 | | MU::porter | John who? | Tue Jun 27 1995 17:33 | 2 |
| Nah, the Dr. Bronner award is a much better fit.
|
3950.55 | Schmipstick? | RDGENG::WILLIAMS_A | | Tue Jun 27 1995 17:44 | 4 |
| .52
--> 3959.11
|
3950.56 | | USDT02::ACUFF_M | | Tue Jun 27 1995 18:12 | 9 |
| RE: ::Newton
Christopher Columbus was ridiculed as well.
Right or wrong, I admire you courage and conviction...
Keep the faith...
Mark
|
3950.57 | The new age is dawning | WELCLU::SHARKEYA | LoginN - even makes the coffee@ | Tue Jun 27 1995 18:44 | 7 |
| re the last few.
Let him speak. He has ideas - he provokes discussion. He does NOT winge
on about what might have been....
Alan
|
3950.59 | It never seems to end... | DECIDE::MOFFITT | | Tue Jun 27 1995 19:37 | 12 |
| Tom,
I hope your IBM friend shows as much tolerance to you and your ideas as
your fellow noters have.
I'm personally getting a little tired of seeing your ideas (virtually the same
ideas time and time again) in the notesfiles I visit. Perhaps it's time to
take 'em to management. If you don't get a positive reception, perhaps there's
a reason. I think you have several of your facts wrong and I'm willing to
bet that management will feel the same way.
tim moffitt
|
3950.61 | | HERON::KAISER | | Wed Jun 28 1995 08:03 | 7 |
| > God is a win-win player.
An atheist would say you haven't even gotten as far as getting the facts
wrong; the premise is false. As a famous physicist once said, the theory
"is so bad it isn't even wrong."
___Pete
|
3950.63 | ha, easy | MU::porter | John who? | Wed Jun 28 1995 10:08 | 15 |
| > and "With God, All Things Are Possible!"
OK, so we have
if <god> then <all things are possible>
Now it's manifestly true that
not <all things are possible>
and therefore
not <god>
|
3950.64 | | GANTRY::ALLBERY | Jim | Wed Jun 28 1995 10:26 | 19 |
|
RE: Christopher Columbus was ridiculed as well.
An interesting comparison... Cristopher Columbus
grossly miscalculated the circumference of the earth, and
died not realizing he had never made it to the orient...
If IBM wanted Alpha, they'd buy it (or us). Digital could probably
make a low power, low heat Alpha chip for less money than it
would cost to port VMS and Digital Unix to PowerPC. Defacto
standards rule the marketplace, not "open" standards created by
alliances between vendors. More than anything else, applications
sell systems.
FWIW, although I find Mr. Newton's opinions to be a tad bit
naive, I do admire his enthusiasm.
Jim
|
3950.65 | Uhhh....I'm kinda new here but... | DECWET::WHITE | | Wed Jun 28 1995 15:56 | 22 |
| I'm kind of a naive new hire and all...but, Digital UNIX w/CDE on Alpha
is our answer to HP/UX IBM AIX, etc. etc....right?
This competition is really head to head, regardless of chip architecture...
our competitive edge is 64 bit addressing on our UNIX offering...and this is
directly related to the Alpha Architecture...
Why in God's name would we want to let IBM, or encourage IBM, to manufacture
Alpha based systems and get something like DB2 or whatever, addressing
64 bits and offering an alternative to our competitive edge, namely Oracle
VLM technology on Alpha?
Things are just starting to heat up with Alpha...this, as I understand it,
is a very calculated and long term chip architecture strategy...anybody can
license the chip...let's let them come to us...c'mon, this company is turning
around, let's protect our engineering core competencies and our technology
advances, they are are best and most important assets...
If your having trouble selling/positioning Alpha against PowerPC...sell them
a damn Prioris quad Pentium....for chr*st sake...
-Stephen
|
3950.66 | Enlightened, at last | RDGENG::WILLIAMS_A | | Thu Jun 29 1995 08:06 | 8 |
| I have been made aware why Tom does notes like he does from time to
time.
Tom, please carry on.
My ripostes were totally unreasonable.
|
3950.67 | very elegant | DPDMAI::EYSTER | Livin' on refried dreams... | Thu Jun 29 1995 10:58 | 4 |
| Takes a big man to post a note like 3950.66. My 10-gallon's off to
you!
Tex
|
3950.68 | IBM can't buy DEC | SNOFS1::POOLE | Over the Rainbow | Wed Jul 19 1995 00:15 | 9 |
| I've been away on Hols for a few weeks and am a little behind in my
noting. . .
There have been a few suggestions lately that if IBM wanted Alpha
technology, they could simply buy DEC. Not so simple.
The US Justice Department would be down on that like a tonne of bricks.
Bill
|
3950.69 | (Consider the recent Microsoftness) | ATLANT::SCHMIDT | See http://atlant2.zko.dec.com/ | Wed Jul 19 1995 11:02 | 11 |
| Bill:
> There have been a few suggestions lately that if IBM wanted Alpha
> technology, they could simply buy DEC. Not so simple.
>
> The US Justice Department would be down on that like a tonne of
> bricks.
Why?
Atlant
|
3950.70 | Does the word "Anti-trust" mean anything to you? | KAOM25::WALL | | Wed Jul 19 1995 11:12 | 1 |
|
|
3950.71 | | ATLANT::SCHMIDT | See http://atlant2.zko.dec.com/ | Wed Jul 19 1995 11:49 | 5 |
| > -< Does the word "Anti-trust" mean anything to you? >-
Hasn't mean much to the Justice department lately.
Atlant
|
3950.72 | | SMURF::BINDER | Father, Son, and Holy Spigot | Wed Jul 19 1995 12:39 | 7 |
| Re .71
> Hasn't mean much to the Justice department lately.
Does the phrase "Microsquash and Intuit" mean anything to you?
-dick
|
3950.73 | | ATLANT::SCHMIDT | See http://atlant2.zko.dec.com/ | Wed Jul 19 1995 13:09 | 35 |
| Dick (et. al.):
Microsquash and Intuit never really got past the initial "discovery"
phase. Microsoft simply decided that the acquisition would not be
approved in time to let it dominate the financial software market,
so MS decided not to proceed.
More telling is the complete capitulation of Justice in the earlier
"unfair competition" lawsuit. Even though there was a substantial
body of evidence that MS did "nasty" things (including using the
market dominance of their O/S to leverage sales of their applica-
tions programs as well as providing unfair assistance from the
O/S developers to the apps developers), Bingaman decided to give
them the mildest slap on the wrist. MS then proceeded to begin the
Intuit acquisition, a step that basically said "In your Face, MS
competitors!".
Now, let's see how Justice's investigation into the "Microsoft
Network" bundling comes out.
-=-=-=-=-
Returning to the main point of this note string, Digital is a
small fish, and growing smaller. It is unlikely to attract much
attention from Justice if IBM were to acquire us, particularly
if the IBM whale were to then spit out many of the bits and
pieces, saving only a jewel or two, for example, Alpha.
At the same time, it is widely rumored that IBM is looking to
acquire Novell (because of their NetWare product line and sec-
ondarily, UnixWare and the WordPerfect apps). This would rep-
resent a much more serious concentration of competition, yet I
have not heard anyone say that Justice would block that acquisition.
Atlant
|
3950.74 | This is *real* serious, folks... | POBOX::CORSON | Higher, and a bit more to the right | Wed Jul 19 1995 18:52 | 21 |
|
Atlant,
Go to the head of the class. For all of you disbelievers, remember
one thing. IBM *hates* to lose, ever, to anybody. Now that DOJ is
focused on Microsquish, IBM is loose in the hen house. Grap the
Networks, grab the network applications, and who do you love...
We better start getting serious about selling stuff, instead of
reorganizing resumes to save big $ jobs.
I'll say it one more time. FY96 is our seminal season. We don't
grow faster than the industry as a whole, we are in some kind
of problem sneakers. Don't want to be just another 64-bit chip
box company. That will be the K O D.
the Greyhawk
|
3950.75 | When will we get serious? | MSDOA::HICKST | | Thu Jul 20 1995 12:32 | 11 |
| Re: .last
Can't agree more. Too many people are walking aroound here yelling
"the war's over, we won!" because we have good 64-bit technology.
Look at Sun's financial results. Growing profitably at rapid pace.
But there are still folks around here that refuse to take Sun seriously
because "SPARC is out of gas."
If the company as a whole doesn't grow 25%, and Alpha doesn't grow
at least 200% in the next year, Digital is dead meat.
|
3950.76 | Customer Loyalty isn't as fickle as many think... | DPDMAI::WISNIEWSKI | ADEPT of the Virtual Space. | Thu Jul 20 1995 13:03 | 28 |
| re: Sun out of Gas
I remember a company selling microVAXen against Suns that were 10x
the performance of said Micros for two years in the mid 1980s.
There is a lot to be said for a loyal, installed base that needs to
expand compute power.
Customers don't always buy the fastest... they buy the easiest and
the cheapest that gets the job done and works with what they already
have.
To a SUN customer today, the easiest, and cheapest addition to their
network is another SUN... Just like our customers bought MicroVAXen
long after the industry had moved on and we weren't delivering that
level of performance.
Now we have the hotbox and are looking at growing market share from
SUN, HP, IBM... We need not only to keep our lead in performance, we
need to keep it as a factor of 10 not just 1 or 2 times the current
performance. 10x is compelling. 2x is ho-hum, no reason to change.
Otherwise... Installed base loyalties will continue to rule and SUN
will be bigger than us, and much more profitable by 1998.
JMHO
John Wisniewski
|
3950.77 | Just curious | MUNDIS::SSHERMAN | Steve Sherman @MFR DTN 865-2944 | Fri Jul 21 1995 08:21 | 7 |
| Haven't been in here for about two months and am catching up in spare time.
Reading this whole thread at one shot has been interesting, because of the
need to figure out what everybody is replying to.
What happened to the base note?
Steve
|
3950.78 | Basenoter deleted it? | CHEFS::RICKETTSK | Rebelwithoutapause | Wed Jul 26 1995 04:55 | 14 |
| In response to several mails, I am re-entering this with references
to the basenoter's identity removed.
The base noter, suffers from a form of manic-depressive illness.
In the manic phase, he tends to 'spam' this, and apparently
other conferences with lots of off-the-ceiling ideas. Some of them,
like getting IBM to adopt Alpha architecture (which if I remember
aright was the main theme of the basenote), generate quite a lot of
discussion, if not a lot of agreement. The topic was started during
his most recent 'spamming' session in this conference. I think he
probably deleted it, along with a number of other notes, soon
afterwards.
Ken
|