The title above is a play on the famous Bill Gates memo, The Internet Tidal Wave, written in May, 1995. Gates, on one of his reading weeks, realized that the Internet was the future of IT and Microsoft, through Gates’s own miscalculation, was then barely part of that future. So he wrote the memo, turned the company around, built Internet Explorer, and changed the course of business history. That’s how people tend to read the memo, as a snapshot of technical brilliance and ambition. But the inspiration for the Gates memo was another document, The Final Days of Autodesk, written in 1991 by Autodesk CEO John Walker. Walker’s memo […]
Autodesk’s John Walker explained HP and IBM in 1991
One reader of this column in particular has been urging me to abandon for a moment my obsession with IBM and look, instead, at his employer — Hewlett Packard. HP, he tells me, suffers from all the same problems as IBM while lacking IBM’s depth and resources. And he’s correct: HP is a shadow of its former self and probably doomed if it continues to follow its current course. I’ve explained some of this before in an earlier column, and another, and another you might want to re-read. More of HP’s problems are covered in a very fine presentation you can read here. Were […]