Jason Hurd is the son of an Idaho backcountry bush pilot, stands about 6' 5" tall and runs an aircraft maintenance shop at the Erie Municipal Airport in Colorado - about a mile as the crow flies from my office. Airplanes are in his blood, and you'd be hard-pressed to find a more interesting character or competent mechanic anywhere. His shop is not the cheapest around, but pilots who value their lives know that Jason's is the place to go if they want a thorough inspection and the work done right the first time. When an aircraft breaks down, the pilot can't just pull over to the side of the road, hop out and fix it. In fact, aircraft maintenance is about as mission-critical as it gets. Oh, and it's heavily regulated and operates on razor-thin margins, too.
His mechanics are all first-rate - Jason sees to that with high standards and expectations for both hiring and conduct. The shop is spotless and his employees are both competent and courteous. He runs a tight ship. What I find most fascinating when I visit his shop though is the incredible amount of money that his employees have spent on their tools. The rolling tool boxes ($8,500 each…without the tools) are painted with blazing yellow paint, and festooned with chrome Snap-On logos. But the real money is inside; the value of the tools can easily reach $50,000 or more - all paid for by the mechanics themselves, and each mechanic earns maybe $45,000 per year in salary - much less when they're fresh out of aviation school. And…when they're new to the job and making the least money is when they have to start building their tool inventories.
In typical Microsoft fashion, they don't catch a new trend right with the first iteration but they keep at it and eventually strike the right tone and in more cases than not, get good enough. And often good enough wins. That seems the be the pattern playing out with Windows Azure, its cloud platform.
Google just bought QuickOffice. I think that means they now get the App Internet and are moving beyond pure Web.
The App Internet is the future of software architecture and the foundation of how people get stuff on their mobile devices (we call that mobile engagement). The App Internet means native (or hybrid HTML5) apps on mobile and desktop devices that use the Internet to get services. It's the native app that makes the user experience good. It's the Internet that makes the user experience relevant to life.
Google has been "pure Web," meaning that they don't want native apps on any device. Of course, they've been moving slowly away from that pure architecture for years now even as its marketing rhetoric has denied it. Remember that when iPhone shipped in 2007 it had a native Google app called Maps on it. And they have readers on their Android devices.
In the meantime, QuickOffice has been growing handily because it gets the App Internet -- any device, anywhere, anytime using a native app. If you want to read or edit Microsoft Office formats on your iPad or Android phone or whatever, you can do it with QuickOffice. That has led consumers and information workers and sometimes entire enterprises (in the case of one life sciences company with 15,000 iPads deployed, for example) to use QuickOffice to access and edit the critical documents they need on their tablets.
What does this mean?
For Google, it means they've woken up to embrace the App Internet as the way to deliver great user experiences on mobile devices.
For Microsoft, it means Google has done another "embrace and extend" play to take keystrokes away from Microsoft Office. And that ahead of Microsoft's purported but unannounced plans to port Office to iPad.
Earlier this week at its Discover customer event, HP announced a significant set of improvements to its already successful c-Class BladeSystem product line, which, despite continuing competitive pressure from IBM and the entry of Cisco into the market three years ago, still commands approximately 50% of the blade market. The significant components of this announcement fall into four major functional buckets – improved hardware, simplified and expanded storage features, new interconnects and I/O options, and serviceability enhancements. Among the highlights are:
Direct connection of HP 3PAR storage – One of the major drawbacks for block-mode storage with blades has always been the cost of the SAN to connect it to the blade enclosure. With the ability to connect an HP 3PAR storage array directly to the c-Class enclosure without any SAN components, HP has reduced both the cost and the complexity of storage for a wide class of applications that have storage requirements within the scope of a single storage array.
New blades – With this announcement, HP fills in the gaps in their blade portfolio, announcing a new Intel Xeon EN based BL-420 for entry requirements, an upgrade to the BL-465 to support the latest AMD 16-core Interlagos CPU, and the BL-660, a new single-width Xeon E5 based 4-socket blade. In addition, HP has expanded the capacity of the sidecar storage blade to 1.5 TB, enabling an 8-server and 12 TB + chassis configuration.
It’s no secret enterprises are using both private and public cloud. In fact, if you’re not, it’s hurting your business and IT organization because your competition is. In Forrester’s 2011 ForrSights Hardware Survey, 12% of respondents indicated that they had fully deployed private clouds, and 24% indicated that their business is using public cloud services. The real question today is, how mature are you in your overall cloud computing strategy? And are you holding back your company’s use of public cloud to get them to use your private cloud?
This is a mistake you can’t afford to make because as we detail in our latest report, “” your private and public cloud efforts should be separate, parallel paths. The numbers above show that the public cloud adoption path is moving at a rate of speed much faster than most companies' private cloud efforts —so you need to harness this, not try to restrain it. Your business is using public cloud services, regardless of whether your organization approves it or not. At this point, it’s in your best interest to embrace it and empower your business users.
Don’t worry that expanded use of the public cloud will obviate the need for a private cloud. Their values do not overlap. There are strong reasons for large enterprises to pursue both strategies.
Haven't we seen this show before? Like last year? Once again, Europe wrestles with and is again losing against its debt crisis. Once again, after some promising growth in late 2011, the US economy is showing signs of losing steam. Once again, China and India are flashing distress signals. And once again, John Boehner and the Congressional Republicans are threatening to refuse to raise the US debt ceiling unless US Federal spending is cut sharply.
Last year, the mid-year economic troubles did take their toll on tech purchases in the third and four quarters of 2011, but a last-minute resolution to the US debt ceiling issue, the European Central Bank's aggressive lending to banks so they could buy Italian and Spanish government debt, and some strength in US consumer spending, Germany's surprisingly strong growth, and continued growth in China revived global economic growth in Q4 2011 and into Q1 2012. Much depends on whether this pattern of slump and revival will recur again in 2012. My bet is that we will in fact see the same pattern.
So, let's look at the economic evidence, and then the tech market evidence.
US economy slows but continues to grow. In the US, the US Bureau of Economic Analysis on May 31 revised down Q1 2o12 real GDP growth to 1.9% from 2.1% in the preliminary report, and on June 1 the US Bureau of Labor Statistics reported that a disappointing 69,000 increase in payroll employment in May, the second month of sub-100,000 job growth. On a more positive note, US retailers and auto makers reported good sales growth in May, while gas prices at the pump continued to fall from peaks earlier. My take is that we will see real GDP growth in the 1.5% to 2% range in the remainder of 2012, down from my earlier assumption of 2% to 2.5% growth.
Earlier this week Dell joined arch-competitor HP in endorsing ARM as a potential platform for scale-out workloads by announcing “Copper,” an ARM-based version of its PowerEdge-C dense server product line. Dell’s announcement and positioning, while a little less high-profile than HP’s February announcement, is intended to serve the same purpose — to enable an ARM ecosystem by providing a platform for exploring ARM workloads and to gain a visible presence in the event that it begins to take off.
Dell’s platform is based on a four-core Marvell ARM V7 SOC implementation, which it claims is somewhat higher performance than the Calxeda part, although drawing more power, at 15W per node (including RAM and local disk). The server uses the PowerEdge-C form factor of 12 vertically mounted server modules in a 3U enclosure, each with four server nodes on them for a total of 48 servers/192 cores in a 3U enclosure. In a departure from other PowerEdge-C products, the Copper server has integrated L2 network connectivity spanning all servers, so that the unit will be able to serve as a low-cost test bed for clustered applications without external switches.
Dell is offering this server to selected customers, not as a GA product, along with open source versions of the LAMP stack, Crowbar, and Hadoop. Currently Cannonical is supplying Ubuntu for ARM servers, and Dell is actively working with other partners. Dell expects to see OpenStack available for demos in May, and there is an active Fedora project underway as well.
Next week at IBM’s Innovate Conference I'll moderate a panel of highly accomplished women executives who will talk about their personal leadership mindset when taking business risks. The panelists are:
- Cheryl Allison, Director, Raytheon Network Centric Systems
- Ellen Daley, Managing Director, Forrester Research
- Gina Poole, Vice President, IBM Rational Software
- Meg Selfe, Vice President, IBM Rational Software
- Karla Wallace, Senior Manager, General Motors
Note that Forrester’s Ellen Daley will be one of the panelists, joining this impressive group of women execs in IT. If you can’t catch us live at the conference (Tuesday, June 5th at 3:00 PM Eastern), then I hope you’ll join through streaming video (http://www.livestream.com/ibmrational) and Twitter at #ibminnovatewp.
Many people wonder: why offer a panel specifically for women—why not men too? Good question. Men are just as interested in risk taking and leadership as women, so they are invited to participate in the panel and discussion on the Web and Twitter.