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Four Perspectives on IBM on a Friday

I know just how hard Nick Hortovanyi has worked to deliver IBM technology into the Australian SMB market, and what a thankless task it’s been. Just because his company is called Toast doesn’t mean he should be treated like it.

One particular comment today in a piece about how the hardware VARs always got the love at IBM (Hey Nick, it happens internally to SWG too, for what its worth. its always easier to give away software than hardware) struck me squarely:

“Also we noticed during this period, that IBM was advertising X Series hardware on the popular IT related web sites. I think the slogan was “… and best of all, it comes pre-installed with Microsoft Small Business Server”.

So much then for software success in SMB. What really got me about the Windows SBS note was the contrast with a blog from Lotus maven and sales leader Ed Brill, with respect to Project Liberate, “IBM’s consulting team that can help you save costs on Microsoft licensing.”

So what’s it to be? Feed the addiction or help customers crack it? Perhaps the strategy to keep feeding Microsoft into the mid-range, put focus on IBM Software for the Fortune 500?

Talking of the F500 I was very happy to see this press release from IBM today:

“From Cradle to Grave: IBM Consulting Offering Helps Clients Make Products “Greener” — Cars, Electronics, Consumer Products, Etc.”

That’s the right thinking for the times. We’d be interested in hearing more and writing about it in depth over at Greenmonk.net, our sustainability services blog. IBM may occasionally over egg the need for its “end to end” capabilities, but when it comes to Green supply chains the pitch makes sense. I wonder what the IBM consultants will make of my Bit Miles imperative.

Finally I just want to thank the Eight Bar chaps and chapesses for their ongoing contributions to all of us, and particularly to Hursley, 50 years old last week, but still at the the heart of IBM and UK innovation.

Living In De-material World: On Microsoft, Train SIM and the Virtual Everything

Last Monday I gave a presentation about Sustainable IT at the Big Microsoft Virtualisation kick off in Bellevue, Washington. Tuesday that week my day was relatively free so my time was a jump ball – who in the Microsoft Analyst Relations team would grab it? Two business units stepped in; developer tools and a group within Microsoft’s game division. ACES Studio is the creator of Flight Simulator, a software product even hardened Microsoft haterz love.

I was intrigued but I must admit I was also worried that meeting Shawn Firminger, manager for ACES, was going to be a bit of a waste of his, and my, time. After all, I’m an infrastructure analyst and troublemaker, not a games guy. On the way over Sarah Tatone, the analyst relations rep from Waggener Edstrom, told me not to worry because the ACES division, with its new ESP platform, is about more than games-indeed it already has aviation companies such as Lockheed as customers. Industrial applications of Flight Sim don’t exactly sound like a developer-led or grassroots story, now do they? I needn’t have worried. Not only was what I was to discover probably the single coolest initiative I have seen from Microsoft in the 13 years I have been watching the firm on a professional basis– but it’s also very relevant to RedMonk for a number of reasons.

Battle Plans and Maintenance Fees
The agenda was to learn about ESP. What’s that? Microsoft describes it so:
“Microsoft ESP is a visual simulation platform that enables organizations to create, deliver, and realize the enormous benefits of immersive simulations while gaining a strong return on investment that’s not readily available from other simulation tools today. Simulations built on Microsoft ESP engage users in immersive experiences with very realistic land, sea and air environments.”
The key phrase there is land, sea and air. Flight Sim after all is very cool but almost too realistic – not everybody wants to actually fly a plane. But next up will be Train-SIM (of course not everyone is train spotter either, but run with my here…), then automobile and underwater. Microsoft basically wants to model the entire world as accurately as possible, embedding “real” physics into the system. The ambition is stunning-and so is the work. Microsoft is not only looking to establish a simulation of everything, but then to integrate it, with, for example, Virtual Earth. The model will grow over time and become more realistic. Currently, for example, if you’re using Train-SIM, traveling through a particular geography, the foliage is going to be typical rather than actual- going forward though why not model every major tree on a route? Clearly doing so would require participation from world and dog, but that’s not impossible with the internet as a model. We know user generated content is capable of amazing things.

But once you know what the world actually looks like and behaves, you can begin to model changes to the system. What if we deforested this area? What if we removed all the natural predators from a particular marine ecology? What if we banned all car traffic from a city? What might the alternatives look like?

Microsoft’s initial customers are likely to ask more prosaic questions. Firminger had some truly scary statistics about the costs of keeping aircraft in flight for military training purposes. Anyone for $7k an hour for maintenance, per plane? The big difference now with Flight-SIM- it has evolved from game into a certified platform, which creates all kinds of new revenue opportunities for Microsoft, which will drive further evolution of the platform. The US military already makes extensive use of gaming technology, which could be leveraged in planning for actual battles. Import the street and then run scenarios: If we attack insurgents on this street in Falluja what will be lines of site where we should position our own snipers and take out theirs? At the risk of getting carried away, could we have modeled the surge? Could technology like this have helped the military make the case for more feet on the ground during the initial attack on Iraq? War Games can embed significant truths.

My hope though is that ESP quickly moves beyond applications for the military-industrial complex and into other spaces. Certainly the PC economics – commodity hardware oh yes, the platform is now being designed for multicore—involved make it likely. If the only people that can get their hands on World-SIM are military departments then Microsoft will have failed. But frankly that’s not going to happen. Flight-SIM remains an incredible way to lose hours of your life. Just wait til you can get your hands on the rest of it.

The rise of Bit Miles and Virtual Terraforming
One area that I believe holds out great promise for this kind of simulation technology is in sustainable and sustainability modeling. Take the pilot training example above; while the highest cost may be for maintenance engineers, but how much fuel is being needlessly burned? Training in the real world is expensive. Moving Atoms has a cost. I have recently started talking about Bit Miles as a Greenmonk narrative, defined as is the carbon cost associated with moving a good or creating a service that could instead have been delivered digitally. Bit Miles offer us a moral imperative to digitize: a simulation of the world is a beautiful opportunity to rethink and potentially dematerialize business processes.

Why not Supply Chain Simulator ™, which would pull together all of your plant information (pulled in from OSI, say), where your people are located (Peoplesoft), and how you move goods and services (SAP) around the world? An organisation could begin to run really deep “What If” scenarios about the energy costs of their businesses with simulations like these. But what would really make these models sing is the fact they’d be visual and immersive. Telling is rarely as effective as Showing. What would a low energy manufacturing business look like? With virtual technology we could maybe work it out. At this point it might seem that I have gone off the deep end, but the ESP team inspires that in you. I didn’t see a single Powerpoint slide during my visit. Rather Shawn likes to open up people’s imaginations.

Willows on Leather: a culture of design
Therefore, when you visit the Willows Building where ACES is location, your imagination hits the ground running. One obvious distinction between this and other Microsoft groups is the culture of design. They don’t call them games designers for nothing. I remember thinking that even Matt Jones, design god (see the Dopplr User interface), brutal skeptic and piss-taker extraordinaire might have been impressed. Matt Jones works with Matt Biddulph, Dopplr’s CTO, in a classic developer/designer conversation (I dislike the term workflow for something that is clearly not procedural). From the specific to the general: designer-developer collaboration is perhaps the biggest issue ESP will need to solve as a platform. Who is going to build and extend the platform? What kind of tools will they require?

The ACES team needs to build something that would make Matt and Matt say – aha –”we have to use this for something.”

The ACES design culture doesn’t stop at visual and eye candy though. If you want to see, or should that be hear, some deep modeling, see Microsoft’s sound engineering in Flight-Sim. I was introduced to one of the sound designers, and he let me feel a simulation rather than seeing it. You put a set of noise-canceling headphones on, and through them hear the faint noises of other pilots on the mission. What you feel though is something entirely different: The roar of the engines, coming through a ludicrous set of speakers in the corner, comes right through your stomach. It’s a weird, cool, realistic feeling, and I am pretty sure all hardcore gamers will expect this kind of setup as part of their experience going forward. Clearly for real flight training, noise simulation is invaluable for verisimilitude.

Then Shawn kicked it up a notch- “show him the cone stuff”. It was time for basic physics 101 – stand behind an aircraft and you hear something very different than if you stand to one side. All of this difference is captured within the Microsoft modeling, which I must admit I thought was absurdly cool.

The sound architecture stuff may be old hat- it’s probably as common as Wii numchucks in that community. I’ll be getting an email from Jones saying: “well done granddad”… But it does seem to me that including sound as a modeling dimension could be a boon for building design, for example.

Cutting back on the Cool Aid

It’s important not to get too carried away when you’ve seen some impressive demos. The reality of delivery can be very different, especially at Microsoft. I was there when Microsoft “delivered the bits” for Longhorn (later Vista) in 2003. So I have to be skeptical.

The ESP team is beginning to bring in functionality from other Microsoft games- a human figure renderer here, a line of sight function there. That’s cool, but the more Microsoft platforms ACES needs to integrate with the greater the likelihood of failure. To be fair to Microsoft it seems to better understand the dangers of integrated aggravation these days. It got it right with the x-Box, although the Zune went too far in trying to be different (just what my Windows machine needs for a music device- a whole new music player!).

What about other players and approaches? IBM believes SecondLife can begin to play a training and simulation role for its customers, and make for improved virtual learning. It’s hard to believe Adobe won’t make a play for the world of 3d modeling and simulation beyond its current capabilities in building models, and its clearly far more experienced at building tools designers like to use. Frankly Microsoft ESP would do well to integrate with Adobe tools for exactly that reason. Google will surely introduce What If on top of Google Earth, and has repeatedly shown its awesome number crunching and data gathering capabilities. Apple’s Hollywood experience shouldn’t be ignored either. But then none of these are showstoppers-rather they are potential competitors, which is all to the good.

Giz a Job
At the end of the meeting I told the team- though I wasn’t really actually about to ask for a job, this was a Microsoft team I could actually imagine joining. I can’t think of a stronger endorsement. BusinessWeek came away impressed too. If Microsoft gets the tooling right, can establish the right programming languages and standards, makes the world hackable, doesn’t end up in a digital rights management rat-hole, and provides the right tools it could revolutionise a number of industries. Microsoft needs to think about open sourcing some content, in order to sustain a world community to populate its models. ESP needs to become an architecture of participation, and if it is, then we might begin to know the shape of Web 3.0. It looks a lot like the real world, only simulated.

And…. I Am Back In The Room

lookintomyeyes

Gone Paintin’

In case you wondered. Seems like holiday/vacation this year is mostly about bold colours, paintbrush in hand. In case of very urgent please contact tom raftery who is holding the fort this week.

RedMonk: a t-shirt for gutting fish

Super Platinum Friend of RedMonk Scott Mark cleans and guts a fish

Super Platinum Friend of RedMonk Scott Mark cleans and guts a fish

Open Source Data Services Are Increasingly Important

To the heart of Colombo

I recently participated in a podcast about open source data services infrastructure, sponsored by RedMonk client WS02 (which I have written about previously here and here).

The show was moderated by Dana Gardner of Interarbor Solutions. He’s a good chap. Other participants are WSO2’s CTO Paul Fremantle and Brad Svee, the IT manager of development at travel management company Concur Technologies.

WS02 is a very cool outfit. They are writing a lot of open source code in double quick time, and I don’t know of many other development shops in Colombo, Sri Lanka. Good people.

amazing picture courtesy of hashmil and CreativeCommons Attribution 2.0 license.

Our newest customer: a little TX outfit called Dell

discuss dell

Normally when I announce a new client I say a little bit about the company, but in the case of Dell what can I tell you that you don’t already know? One of the reasons I am so excited about the opportunity is that RedMonk works best with organisations that are open to change. We don’t really “do” conservative. We work best at clients that want fresh thinking, fresh perspectives, and cultural change.

When Dell was “just a PC company” we really had very little to say to the firm. When Dell became the industry leader in Wintel servers we still didn’t have much to say to the firm. In fact we really didn’t have much to say to Dell, ironically enough, until it had some tough quarters and so began to reinvent itself. The Soul of a New Dell. Now that’s interesting to us…

Dell is now doing a far better job of engaging in conversations with customers, twittering for example, going hardcore with a green agenda, listening more actively than talking, and so on. Its in that environment that we plan to play. And Stephen will be happy because Dell supports pre-installed Ubuntu… ;-)

RedMonk will be working with Dell in some key areas: notably sustainability. That’s right- Dell has signed up for advisory services based on our Greenmonk research agenda. One reason Dell is really exciting from a sustainability perspective (Well done Dell!) is that its an incredible supply chain innovator. Dell is a bit like Wal*Mart in this respect- it is in a position to do so much good in terms of creating lower carbon supply chains. In The World is Flat author Tom Friedman lauded Dell for sending components hither and thither around the world with low cost oil as the enabler. So what comes next? Hardware as a service, anyone? Reduced Bit Miles via Cloud.

We’re going to help Dell understand how the world is changing and respond accordingly. Unlike some of our smaller clients however, I don’t expect our help to lead to the company’s acquisition ;-)

Dell is our first vendor customer that clearly isn’t a software company, and its a marquee name in what are increasingly tough economic times. What’s not to like?

Prism Microsystems: To Secure USB sticks

cloud

Its always good to see a client do something new and interesting with its core technology, opening up a new market, which is why I was pleased to see this news from Prism Microsystems.

USB sticks continue to be a major threat to IT security, because they are so easily the basis of an inside job. A disgruntled employee could just grab and go. USB security is a whole market in its own right, with any number of specialist players. For Prism though USB protection is a feature, rather than a product.

Perhaps most importantly Version 6.2 of EventTracker offers real-time alerting of USB policy breaches. In other words, its not going to be an after the fact batch when you suddenly discover someone accessed a machine they shouldn’t. The software also monitors any changes to data on the target systems when a USB stick is introduced. I haven’t seen it demonstrated yet but Prism also claims the software can disable a USB stick in this context.

Prism uses the old RedMonk video demo trick, and if you’d like to know more check it out here.

thanks to @edans for the CC Attribution 2.0 photo!

Whose Cloud Is It Anyway? Goodbye Ed

cloud

I am not a fan of FUD, but I do like begrudging pragmatism, which is why I enjoyed this Fatal Exception piece from Neil McAllister.

I reported recently on the physical challenges of getting data back from a cloud once you’d stored it there, but here Neil, pointing to a review of cloud computing services, focuses on the issue of supplier agreements, SLAs, or their lack in cloud computing. Its a really important point.

In a cloud computing environment, the vendor holds the strings. If at any time the vendor decides that a customer is in violation of the terms of its service, that customer’s application can go dark now, immediately, and completely unilaterally — SLA be damned.

Paul Downey likes to say The Web is Agreement, but perhaps more importantly for businesses The Web Is Contract.

Perhaps at the next CloudCamp - rumored to be in NY (any word, Geir?) we can run a solid discussion about the contyctual and legal aspects of what Dion Hinchliffe has defined as Cloudsourcing. Perhaps we could even create some standard templates for agreements.

One guy I am absolutely sure would have been all over these supplier agreements, fighting the users’ corner as ever is Ed Foster of gripelog fame. He passed away last weekend, and will be sorely missed. Ed really was an advocate for the user.

photo credit, barto, under CreativeCommons Attribution 2.0 license.

Adobe: Its all about corralling the opportunities

I just had lunch with Kevin Lynch, CTO of Adobe, after spending a day and half at Adobe’s enterprisey analyst show.

It was pretty funny to hear an analyst at an Adobe gig asking what AIR is… But then this wasn’t your usual Adobe crowd. I will be writing the event up in a little more depth but I just wanted to get this placeholder in place before I jump on the plane.

Adobe Lifecycle LiveCycle ES is making significant headway in insurance, mortgage approval, Life Sciences and Government.

Flex is popping up all over the place.

But now its time for Adobe to make the investments it needs to support these new communities, customers and ecosystems. The idea that Adobe can maintain the same margins as its historical business just is not tenable. Selling to the enterprise is not the same as selling shrinkwrapped software to designers.

Adobe needs to invest to win. That way it can build trust and long term relationships with its customers. Hey - it might even start to make money on maintenance…

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