T.R | Title | User | Personal Name | Date | Lines |
---|
5182.1 | | STAR::KLEINSORGE | Frederick Kleinsorge | Wed Mar 12 1997 08:31 | 12 |
| Wrong prediction: That you can get a rah-rah we're OK, the analysts
are idiots list here, without a reality check.
It may make you feel good to think that groups like Gartners are simply
out to get us and "smell the blood". Right or wrong, they are not
simply making things up from whole cloth. So, either put together a
well thought rebuttal case for why they are wrong, or figure out how to
fix the things that are wrong.
Oooops. Too late. Hmmm. Someone told Columbus the world was flat.
Uh, maybe that was a bad example.
|
5182.2 | sometimes, somebody fights back | R2ME2::DEVRIES | Mark DeVries | Wed Mar 12 1997 10:07 | 12 |
| > those "Gartners" bashing at DIGITAL without no one attacking back.
Very recently the Gartner Group said very negative things about UNIX in
general and Digital UNIX in particular, and somebody "up the ladder" wrote
a rebuttal to them and circulated it around the easynet. I don't remember
if either or both messages got stashed in this file somewhere. I just bring
it up because, in some cases, somebody *does* confront the naysayers.
It may not be terribly effective, but it'll probably help more than us just
complaining to each other about how awful "they" are.
-Mark
|
5182.3 | | STAR::KLEINSORGE | Frederick Kleinsorge | Wed Mar 12 1997 10:21 | 8 |
|
It was Don Harbert. And while it was very rah-rah, a lot of the
numbers were, as they say, "interesting" statistics.
And while in a debate the statistics might not be very interesting, as
a marketing reply, it appeared to be pretty good (if biased).
|
5182.4 | Check out Upside magazine | JUMP4::JOY | Perception is reality | Wed Mar 12 1997 12:35 | 9 |
| Take a look at this month's Upside magazine (www.upside.com). They have
quite a long article which talks about the the wrong predictions made
the the "Gartners" of the world and of how many people believe they are
unbiased (when they really aren't since they are paid by vendors), etc.
Its quite a good article and mentions some of those specific
"mis-call"s made over the years.
Debbie
|
5182.5 | Can't win them all it seems | UTROP1::jgoras-197-2-11.jgo.dec.com::olthof_h | Spellchecked Henry Although | Wed Mar 12 1997 16:29 | 33 |
| re 0,
Well,
The Gartners of this world listen to customers and vendors and then
playback the most heared 'predictions' in order to meet the expectation
that the consumers have. However, not even Gartner can afford to be
wrong all the time. Problem is that they are so powerfull (some of my
customers blindly follow their advice) that every prediction becomes
reality just because of that.
I guess that we have spoiled our reputation with Gartner somehow. I recall
that once a Gartner analyst wrote to never believe a Digital product and
program manager because all these people do is protect their own jobs
(don't recall the exact words). I truly believe that we have lost our
credibility a great lot by the 'outsell' of our software products;
customers and analysts just don't believe us anymore when we make claims.
The only amunition I can think of is explain to our customers how these
watchers work, how and by whom they are being paid. Also to collect
every positive report that we can find, by anybody. Today I learned
that a company called Illuminata produced some wonderfull assessments
on Digital, DH Brown did a couple on Unix 4.0 (how come they are so
positive, Gartner so negative). I'm sure there are many more. IDC did
a nice one on our 1-3-9 strategy, exploit that. One of our WEB pages
has links to these analysts reports.
Of course, I also would love to see nice comments from Gartner but
bashing them will probaly not hit the message home. I share your
furstration.
Cheers, see you next week,
Henny
|
5182.6 | Don't knock analysts by name, it does not make them happy | ANGST::16.83.240.36::angst::boebinger | john boebinger (216) 656-9835 | Wed Mar 12 1997 16:56 | 23 |
| Getting such information on where Gartners has been wrong would be nice.
Having such information here would be nice. Telling it to customers, so
they can tell Gartners that DIGITAL is badmouthing Gartners would be
an interesting lesson in how to win friends and influence people. (I think
I have DIGITAL spelled right).
Better would be to get all wrong predictions from many of these groups and
make them as generic as possible. Don't say "Gartners predicted the
success of OS/2". Say "Many analysts predicted the success of OS/2".
Next, do what Microsoft does: put it on the web site. Any time anybody
publishes something critical of Microsoft Exchange, there is a response on
the Microsoft Web site. It may not meet respond to all of the points in
the original critical article, but it does at least give an answer that
customers can find.
And that last part is critical. We may have all the information necessary
to refute an article, but if the customer can't read this notesfile, they
won't find it. So it must be made available in a form that customers (and,
by the way, other analysts) can find it.
john
|
5182.7 | Consider the root word... | 34937::DANZAK | Pittsburgher � | Wed Mar 12 1997 23:07 | 6 |
| Perhaps one should just consider the word "anal" as part of analyst and
go from there if you're using them as your only judgement point...
"Figures lie and liars figure"
(?was that Mark Twain?)
|
5182.8 | | SMURF::DANIELE | | Thu Mar 13 1997 08:52 | 10 |
| >Very recently the Gartner Group said very negative things about UNIX in
>general and Digital UNIX in particular, and somebody "up the ladder" wrote
>a rebuttal to them and circulated it around the easynet. I don't remember
>if either or both messages got stashed in this file somewhere. I just bring
>it up because, in some cases, somebody *does* confront the naysayers.
Does anyone have a pointer to this Gartner report that mentions
Digital UNIX?
Mike
|
5182.9 | Doesn't take predictions to kill us | ACISS2::s_coghill.dyo.dec.com::CoghillS | Steve Coghill, NSIS Solution Architect | Thu Mar 13 1997 09:48 | 41 |
| There are other ways that Gartner hurts us than by giving negative
predictions about Digital stuff.
Reference: Article titled "Year 2000 Projects: Many Issues to Address
Before Outsourcing", by D. Brown & R. Terdiman, of InSide Gartner
Group (IGG), Dated 19 February, 1997
This article makes a very good case of what to look for in vendors
offering Y2K services. I was very enthused as I read it because it
described Digital as the perfect vendor to select for Y2K outsourcing.
I was proud. This was great. Then I read the last page and a half.
Enterprises must understand - even if they do not
specifically evaluate - the entire capability of
the services provider. As needs change, an enterprise
can expedite the creation of a short list of vendors
from which to choose.
Examples of Year 2000 Full-Service Providers
Anderson Consulting
Cap Gemini America
Complete Business Solutions
Computer Sciences Corp.
Computer Horizons
Coopers & Lybrand
Data Dimensions
Ernst & Young
Electronic Data Systems
IBM
Integrated Systems Solutions
InfoSys Technologies
Information Management Resources
Information Systems Manager
Keane
Mastech
SHL Systemhouse/MCI Systemhouse
Tata Consulting Services
Unisys
Viasoft
|
5182.10 | | MAIL1::PJOHNSTON | | Thu Mar 13 1997 09:55 | 29 |
|
Before coming to Digital, I worked for Mobil Oil. They have a VERY
effective way of getting news to their customers about dectractors'
opinions - EVERY week in either Newsweek or Time magazine, Mobil
inserts an "advertising" column which rebuts or explains any derogatory
or incorrect information about Mobil put out by competitors or any type
of news/tv media. Mobil's customers know that that column is there
every week - it's ALWAYS there. It's not that difficult to get your
message out to customers if you go about it right. We don't. I'm an
employee of this company and I had to hear about this new Millicent
product from CNN - not my own company? And in case someone says, "you
can look on the interet" - I don't have to get on the net every day.
When the mail system crashes, two days later I get a message from CNS
telling me that it's been fixed, which I usually already know. If we
can get this kind of notification from the systems people, why can't we
get it from the people who are responsible for new products? Just
from reading this notes file, where people are always asking others,
"Did anyone every hear of THIS product . . .?", one can tell we just
aren't getting adequate information to the employees. From Readers
Choice we get competitive bulletins, MCS bulletins - HOW ABOUT A NEW
PRODUCTS BULLETIN from someone??????!!!
|
5182.11 | | axel.zko.dec.com::FOLEY | http://axel.zko.dec.com | Thu Mar 13 1997 10:18 | 10 |
|
I've often wondered why Digital hasn't looked into something
like an internal Pointcast I-server that would push all
this info out to the masses.
Let's not get into the "we don't all have PC's mike" arguement.
I said "something like Pointcast"
mike
|
5182.12 | I heard about Millicent | ACISS2::s_coghill.dyo.dec.com::CoghillS | Steve Coghill, NSIS Solution Architect | Thu Mar 13 1997 10:21 | 8 |
| When did CNN talk about Millicent? Digital told me (via a widely
broadcast mailgram) about Millicent on 5/6-March-97. I'm in podunk Dayton,
Ohio. Certaining they told others. I was even asked to participate in an
internal field test, which I have been doing since the 6th. The Millicent
folks have done a great job and they have been very responsive to my
comments.
Is your VTX PROFILE set up to receive announcements of this sort?
|
5182.13 | Pointer to Gartner Group Report | UNXA::ZASLAW | Steve Zaslaw | Thu Mar 13 1997 10:38 | 10 |
| >Does anyone have a pointer to this Gartner report that mentions Digital UNIX?
I believe it's at
http://pmd-wb.zko.dec.com:8008/Market_Info_and_News_Services/Market_Reports/Gartner_Group/Feb97/00035396.htm
or broken to fit in 80 cols:
http://pmd-wb.zko.dec.com:8008/Market_Info_and_News_Services/Market_Reports
/Gartner_Group/Feb97/00035396.htm
|
5182.14 | | DANGER::ARRIGHI | and miles to go before I sleep | Thu Mar 13 1997 11:12 | 8 |
| re .10
Subscribe to the press releases. You'll get more product announcements
and other info than you'll have time to read. I feel like I could
almost write one of these myself now -- or at least write a program to
do it, given basic product information :).
Tony
|
5182.15 | Press Releases lag print & other media | ICPSRV::dovepc.rch.dec.com::ncmail::dove | [email protected] | Thu Mar 13 1997 12:57 | 44 |
|
I have found that the Press Releases sent by Reader's Choice
are stale by the time they are received.
Today's example: I received Computer Reseller News (a CMP trade
rag) in the office the other day, dated March 10. On page 7, it
covered the Digital/Micro Age "Seamless Supply Chain" channel
assembly program. In this morning's (March 13, 6:33am timestamp)
Press Release mail, I received my first news from Digital of
this agreement.
Yesterday's example: I got my daily "Information Week" email
update which covered Millicent with some analyst commentary
before Bob Palmer's presentation and subsequent press announcement
later in the day.
Waiting for the lag: Today's Information Week mailing talked
about Alpha finally getting price-competitive with Intel on the
low-end, comparing a 433Mhz Alpha vs a 233 Intel at the same price.
I'm now waiting on the Digital Press Release...
To any who think that "a day or two doesn't matter", remember this:
Our customers read these publications, our customers have
questions, our customers ask us these questions, our customers
consider us "out of the loop" if we don't know what they are
talking about. We feel foolish and appear foolish.
I make my living as a technology consultant to customers and have to look
like I know what I'm talking about (sometimes I even DO know what I'm
talking about). Customers understand a lack of knowledge about some
obscure niche vendor. They find it difficult to understand why they have
just read something about a Digital offering in a trade rag and their
Digital consultant/sales support/salesperson has not heard of it.
I realize that the Press Release package is an aggregate of
news from throughout the company and there may be some
administrative handling delay. I'm not asking for information in advance
of publication to the press, just give us a break and send it at the SAME
TIME.
Bottom line for me: I subscribe to OUTSIDE information services
because I need timely news (my job depends on it).
|
5182.16 | The Y2K Gartner report is at... | ENGPTR::MCMAHON | | Thu Mar 13 1997 14:46 | 11 |
| And the pointer to the Year 2000 report is at:
http://pmd-wb.zko.dec.com:8008/Market_Info_and_News_Services/Market_Reports/Gartner_Group/Feb97/00035477.htm
or broken to fit in 80 cols:
http://pmd-wb.zko.dec.com:8008/Market_Info_and_News_Services/Market_Reports
/Gartner_Group/Feb97/00035477.htm
-Pat (Webmaster for this site)
|
5182.17 | Recent ComputerWorld Includes Gartner "Expose" | NQOS02::nqsrv409.nqo.dec.com::SLOUGH | Dennis Slough; Novi, MI dtn 471-5154 | Thu Mar 13 1997 15:11 | 22 |
| Regarding the original note on Gartner I saw a recent ComputerWorld,
(sorry I don't have the issue date etc), which included a page one
article on Gartner and their very large influence on IS organizations.
It cataloged some Gartner mistakes-- most noticeably was an
assertion something like; "if we'd followed Gartner's advice 5 years
ago we'd all own DEC stock."
I recall those days when we won all their midrange contests with
leadership vision (adequate execution) and overwhelming leadership in
5 year cost of ownership studies. I haven't seen a 5 year cost of
ownership study since. It must be irrelevant when compared to ISV
support. My own pet theory on why Gartner seems overly zealous in
their DIGITAL denunciations is, they're probably still living down those
midrange reports. I call it an overcorrected course of action.
The overall tone of the article, imho, was: Gartner gets more respect
than it deserves and watch out, others are looking to take away some
of their business. ComputerWorld pointed out in the first paragraph
that they're a sister company to IDC who competes directly w/ Gartner.
Dennis
|
5182.18 | | STAR::KLEINSORGE | Frederick Kleinsorge | Fri Mar 14 1997 17:45 | 12 |
|
For a sobering assessment of Digital, pick up the lastest Business
Week. Digital ranks just higher than Apple at the bottom of the list.
A company that is something like 79th in sales, and 485th in profits.
No subjective analysis, rosy projections, or other spin. Just the
numbers.
BTW on the "scorecard" we got straight "F"s, Aple at least got one D.
The text did point out that we are failing in a exploding market.
|
5182.19 | | NETCAD::MORRISON | Bob M. LKG2-A/R5 226-7570 | Mon Mar 17 1997 16:28 | 5 |
| > For a sobering assessment of Digital, pick up the lastest Business
> Week.
What page is this on? I will look for it when this issue shows up in the
library.
|
5182.20 | what is the date on that issue of Business Week? | CATMAX::SKALTSIS | Deb | Mon Mar 17 1997 16:37 | 1 |
|
|
5182.21 | | BEGIN::ROTITHOR | | Mon Mar 17 1997 17:08 | 4 |
| http://www.businessweek.com/1997/12/b351928.htm has a .pdf file that gives
performance ranking of S&P 500 companies from March 13 business week.
This may have the information being discussed (I am not sure I don't have a pdf
viewer).
|
5182.22 | | STAR::KLEINSORGE | Fred Kleinsorge, OpenVMS Engineering | Tue Mar 18 1997 09:26 | 6 |
|
.19...20 It came in the mail last week, so it should be on the
newstands this week. It's at home, I'll put the info here later
today.
|
5182.23 | A snippet from the article | STAR::COPE | | Tue Mar 18 1997 12:19 | 27 |
| From the .pdf file referenced in .21:
What makes a top corporate performer? To determine how the companies
within the S&P 500 index stack up against one another, Business Week
ranked all 500 using eight key criteria of financial success. We looked
at growth in sales, profits, and return to shareholders. To reward
consistency, we measured performance over both one year and three years.
And to get a better fix on which companies squeeze the most out of
operations, we analyzed profit margins and return on equity. Using
those rankings, we assigned grades for each measure. The top 20% received
an A, the next 20% got a B and so on, down to the Fs in the bottom
quintile. Finally, we combined the individual category rankings,
and added a slight weighting for sales volume, to come up with our
overall ranking.
TOTAL TOTAL SALES SALES PROFIT PROFIT RETURN
RETURN RETURN GROWTH GROWTH GROWTH GROWTH NET ON
(1YEAR) (3 YEARS) (1 YEAR) (3 YEARS) (1 YEAR) (3 YEARS) MARGIN EQUITY
-------------------------------------------------------------------------
1 INTEL A A A A A A A A
2 MICROSOFT A A A A A A A A
3 DELL A A A A A A A A
...
485 DIGITAL F F F F F F F F
...
489 APPLE F F F D F F F F
|
5182.24 | 490, not 485 | PCBUOA::KRATZ | | Tue Mar 18 1997 12:29 | 5 |
| And to rub it in even more, it was actually out of 495 companies,
not 500... 5 weren't completely rated due to newness (such as Lucent
Technology). Although they weren't completely rated, each of these
5 companies still had enough grades that would have put them all
above DIGITAL. So in effect, add 5 to DIGITAL's ranking. K
|
5182.25 | Maybe there's a golden lining to this cloud, arf, arf | UNXA::ZASLAW | Steve Zaslaw | Tue Mar 18 1997 14:20 | 4 |
| Hey, you've heard of the "Dogs of the Dow"? Well, at 490/500 we're definitely
in a possible new grouping, the Dogs of the S&P500. Now all we need is a few
mutual funds to mirror the pack to which we belong and the stock should recover
nicely.
|
5182.26 | | STAR::KLEINSORGE | Fred Kleinsorge, OpenVMS Engineering | Tue Mar 18 1997 16:33 | 25 |
|
Business Week, March 24th 1997, Annual Special Issue.
"The Best Performers, The Business Week 50, The Top Companies of the
S&P 500"
In addition to the letter rankings, pg 154 has rankings for us...
Rank 485
Market Value 268
Sales 79
Profits 495
The numbers are comparative rankings. For comparison (lower numbers
are better):
Rank Market Sales Profits
Value
DEC 485 268 79 495
Apple 489 422 141 498
HP 51 14 14 26
IBM 71 11 8 6
MicroSoft 2 6 131 28
Sun Micro 13 123 165 141
|
5182.27 | A selected group | STOWOA::tavo.ogo.dec.com::Diaz | Octavio | Tue Mar 18 1997 17:35 | 4 |
| Let's keep in perspective that while the numbers in these report don't
look rosie, we are still talking about the TOP 500 companies.
|
5182.28 | | ICS::CROUCH | Subterranean Dharma Bum | Wed Mar 19 1997 07:09 | 9 |
| re: .27
Wasn't it not too long ago we were in the top 50?
I was surprised we weren't dropped by the S&P500 last week
when a couple of Companies were and a couple added.
Jim C.
|
5182.29 | | REGENT::POWERS | | Wed Mar 19 1997 08:32 | 18 |
| > <<< Note 5182.28 by ICS::CROUCH "Subterranean Dharma Bum" >>>
>
> re: .27
>
> Wasn't it not too long ago we were in the top 50?
>
> I was surprised we weren't dropped by the S&P500 last week
> when a couple of Companies were and a couple added.
It was the Dow 30 Industrials that dropped three companies and replaced
them a week or two ago.
Memory says Woolworth, Bethlehem Steel, and another dropped;
HP one of the three added.
Is the S&P500 a fixed list or is it a criterion-based list like the
Fortune 500?
- tom]
|
5182.30 | | 2970::SCHMIDT | See http://atlant2.zko.dec.com/ | Wed Mar 19 1997 17:23 | 10 |
| Dropped: Added:
- Texaco + Johnson & Johnson
- Woolworth + Walmart
- Westinghouse + Hewlett-Packard
- Bethlehem Steel + The Travellers Group
Atlant
|