Accidental Empires, Chapter 14 — Counter-Reformation

os2warpACCIDENTAL EMPIRES

CHAPTER FOURTEEN

COUNTER-REFORMATION

In Prudhoe Bay, in the oilfields of Alaska’s North Slope, the sun goes down sometime in late November and doesn’t appear again until January, and even then the days are so short that you can celebrate sunrise, high noon, and sunset all with the same cup of coffee. The whole day looks like that sliver of white at the base of your thumbnail.

It’s cold in Prudhoe Bay in the wintertime, colder than I can say or you would believe—so cold that the folks who work for the oil companies start their cars around October and leave them running twenty-four hours a day clear through […]

Accidental Empires, Chapter 8 — Software Envy

mitch&billACCIDENTAL EMPIRES

CHAPTER EIGHT

SOFTWARE ENVY

Mitch Kapor, the father of Lotus 1-2-3, showed up one day at my house but wouldn’t come inside. “You have a cat in there, don’t you?” he asked.

Not one cat but two, I confessed. I am a sinner.

Mitch is allergic to cats. I mean really allergic, with an industrial-strength asthmatic reaction. “It’s only happened a couple of times,” he explained, “but both times I thought I was going to die.”

People have said they are dying to see me, but Kapor really means it.

At this point we were still standing in the front yard, next to Kapor’s blue rental car. The guy had just […]

Accidental Empires, Chapter 7 — All IBM Stories are True

IBM-PC-83ACCIDENTAL EMPIRES

CHAPTER SEVEN

ALL IBM STORIES ARE TRUE

I live in California in a house that I can’t really afford in a neighborhood filled with blue-haired widows and with two-earner couples who have already made the jump from BMW to Acura and in their hearts are flirting with voting Republican.

Remember when life came mainly in black and white, and Wally and the Beav walked down a street as the credits rolled across them? That was my house they walked by on that tree-lined street, my 50-by-105 foot lot, my gnawing termites, my 1957 Studebaker Golden Hawk dripping oil in the driveway, and my orange tree dropping oranges in the […]

Accidental Empires, Chapter 6 — Chairman Bill Leads the Happy Workers in Song

Young_Bill_Gates_4ACCIDENTAL EMPIRES

CHAPTER SIX

CHAIRMAN BILL LEADS THE
HAPPY WORKERS IN SONG

William H. Gates III stood in the checkout line at an all-night convenience store near his home in the Laurelhurst section of Seattle. It was about midnight, and he was holding a carton of butter pecan ice cream. The line inched forward, and eventually it was his turn to pay. He put some money on the counter, along with the ice cream, and then began to search his pockets.

“I’ve got a 50-cents-off coupon here somewhere,” he said, giving up on his pants pockets and moving up to search the pockets of his plaid shin.

The clerk waited, the ice […]

Ballmer’s Last Stand

Moving sucks. Our furniture arrived late last week so I’ve been off the clock for awhile and there is a lot of catching-up to do.  We’ll start with Microsoft and Windows 8, which I’ll argue are going to be formidable competitors in the tablet space, primarily because it’s that or start spending all that cash on diversified investments to turn Microsoft into a Berkshire Hathaway. This is probably Ballmer’s last stand as a high tech CEO.

It was entirely by coincidence that I interviewed both Jon Shirley and Bill Gates in their last weeks as Microsoft CEO. In Shirley’s case it was his final day and I’ve never seen a guy more eager to get out […]

By |September 19th, 2011|2011|82 Comments

What Microsoft should do

Before this week’s Lockheed Martin network breach story intervened, I wrote a column about the strategic dilemma faced by Microsoft from downward trends in both product pricing and new installations for its flagship Windows and Office products. That’s on top of an overall market transition to mobile where Microsoft does not seem to be playing a leading role. What’s Steve Ballmer to do? I think that to thrive Microsoft has to turn itself into a very different company. Fortunately there are archetypes — other companies that have faced similar pressures yet gone on to reach even great corporate success. I think the time is fast coming for Microsoft to emulate Warren […]

I told you so

Microsoft co-founder Paul Allen is out with his autobiography and Vanity Fair has an excerpt available online. As the Nth richest man in the world, Allen isn’t doing this for the money.  Maybe it’s for posterity. Maybe to settle old grudges, and he certainly does that in Vanity Fair.

The part of that excerpt everyone will be talking about this week is Allen’s story of overhearing Bill Gates and Steve Ballmer plotting to recover Allen’s Microsoft shares or dilute him into insignificance, this at a time with Allen was dying of non-Hodgkins lymphoma.  It’s a great story, that’s for sure.  But if you are a longtime follower of this column or its predecessor you’ve […]

What Goes Around: Teledesic 2.0

teledesic2Bill Joy used to say, “not all smart people work at Sun” (he was right). Max Levchin is making a killing in Web 2.0 by resuscitating Web 1.0 projects that were too ambitious for 1999 but — thanks primarily to Moore’s Law — are just right for 2009.  Sometimes all it takes is a change of scene or season for something that was a failure the last time to be a big success today. And that’s why I’m predicting the eventual return of Teledesic or something just like it — some new form of Internet in the sky.

This is the first of probably three columns about what will be in coming months the huge story […]