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From: Chuck Simmons
Organization: You jest.
X-Mailer: Mozilla 4.61 [en] (X11; U; Linux 2.0.33 i586)
Subject: Re: Electrical Engineering degree --> tech career
References: <firstname.lastname@example.org> <3D9462BC.AF5CEACE@niobiumfive.co.uk> <3D9777CC.37F4E0D3@webaccess.net>
Date: Wed, 02 Oct 2002 11:54:42 GMT
NNTP-Posting-Date: Wed, 02 Oct 2002 04:54:42 PDT
> Their past corporate arrogance caused them to decline into irrelevance
> in the important PC industry. Microchannel was a big dud that had no
> reason for existence. OS2 was good technology that faded away due to
> inept marketing. Both failures were due to their snobbish belief that
> everyone else will follow.
> It does not matter that they are still a giant. They could have
> achieve so much more, instead of pissing away several key
IBM achieved what they could given the legal climate of the times. There
had previously been anti-trust actions which allowed a significant
compatible mainframe business to grow. I can't remember the names of the
players but STC a few miles up the road from me was founded on the
opening of IBM storage architecture. When IBM came out with the PC, it
was perfectly clear that they could not attempt the dominance in that
market that they had onece enjoyed in the mainframe market. Thus the
clones were inevitable and have caused considerable damage in the form
of specifications that are hopelessly out of control. High end computing
and total corporate solutions, however, remains as a high margin market.
The PC market, any part of it, is incredably dangerous because it is
pure commodity. It is the same as the supermarket area where slight
competative changes spell death to products and even whole companies.
Given that the PC as we know it is nonviable (was clearly so at
introduction), it is unclear what will happen in just a few years.
The Intel X86 architecture was a kludge and even Intel seems ready for
it to die to be replaced by something that is not simply a warmed over
I recall when an executive of Pepsi became CEO of Apple Computer. It was
a bit of a joke but the PC actually came into its present dominance
through marketing it like a soft drink. The PC won every time because
nobody bothered with the taste test.
But the current PC architecture is clearly doomed and that will change
much of the structure of the industry again. My bet is that the new
players fail (companies less than 30 years old), the old companies will
shake out again and the market will look a lot different.
... The times have been,
That, when the brains were out,
the man would die. ... Macbeth
Chuck Simmons email@example.com
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