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Sunday, September 29, 2002
Sun, Linux and Emergic
From InfoWorld comes a fascinating and revealing interview with Jonathan Schwartz, who heads Sun’s software business, Much of the focus of the interview is on Sun’s Linux strategy and its recently announced Linux desktops. Steve Gillmor then dissects Schwartz’s comments. (Thanks to Rahul Dave for the pointer.) Writes Gillmor summarising the opportunity and the solution: “The dynamics: Microsoft's Software Assurance program, the phaseout of Windows NT4, and the post-Sept. 11 economic and security landscape. The target market: call centers, cost-and security-sensitive environments, government agencies, and Third World nations. The deal: a free desktop software stack for the first 100 users. The platform: Linux.” I am beginning to understand Sun’s strategy [1 2] better. There are two elements in it. One, take away money going to Microsoft for the desktop software and redistribute it between itself (on the server side) and the customer. Two, make the money selling servers and storage. Here is Sun’s (new) view of the world: Linux with open-source software on a secure desktop using JavaCard for authentication and the browser as the desktop (Schwartz makes the point that the PC is the only unauthenticated network access point), with Java on the server side, and applications glued together using web services. In short, no need to ever write to Windows (since there is J2ME for mobile/device applications). The server runs the portal, messaging, directory, identity management software – that is Sun’s ONE platform. Says Schwartz: "Linux is an operating system, it's not a developer platform. Linux is a tactic. Java is the strategy. The developer platform that we're encouraging is for line of business applications, content-based applications, distributed applications. Java is the architecture. It runs on the highest end carrier-grade servers and it runs on the military-grade, most secure smart card microprocessor platform on the planet...We will integrate Java Card into the J2SE platform. The one bug in the system right now is that for the most part, the Java platform and the Web content worlds have diverged. It's incumbent upon us in a Web services way to cause them to converge." A key point Schwartz makes is that developers are not loyal to a single platform – they are loyal to volumes. That is what Sun intends to give them through its Linux boxes. Another interesting comment from Schwartz is on the three issues CIO want to hear answers for: "Save me money, increase my level of security, and please help me consolidate away all of this ridiculous complexity." Emergic Comparison As it turns out, our ideas in Emergic are not very different. The Thin Client runs Linux, KDE (instead of Gnome), Evolution, OpenOffice (instead of StarOffice), Mozilla (or perhaps, a lighter browser based on Mozilla) and GAIM. The Thick Server does all the processing and storage. Down the line, we want to add business applications builtaround J2EE on Apache (web server), JBoss (application server) and PostgreSQL (database). There is one additional component which we have: the Digital Dashboard, to create a unified “events processing centre”, which can be especially useful for first-time users. What Sun has in its model is the JavaCard, a smart card for security on the desktop. I like the idea – perhaps we could accomplish the same via the floppy which is needed for the client to boot-up. (In today’s world, floppies are a bad way to do anything, but they already exist in the old PCs while card readers would cost additional money). Where we differ is in the business model: our aim is to make money off the software and leave the hardware to the channel partners. Sun wants to sell the desktop and server hardware, along with the software as a solution – the way they have always done. Sun’s target audience is also quite different: they want to go primarily after the cost- and security-conscious entities in the world’s developed markets, while our focus is largely the world’s developing countries. Sun’s solution will be 70% cheaper than Microsoft (as per their claims). Our solution will be 70% cheaper than Sun. Related Entries: [All]Cringely on Sun's Project Blackbox [October 21, 2006] Sun's Project Blackbox [October 20, 2006] Sun's Plans [September 3, 2006] Sun's Schwartz Interview [May 12, 2006] Sunil Mittal Talk at IBM [April 29, 2006]
Intel's Itanium - NYT
Writes the NYTimes on Intel's Itanium (its 64-bit processor) in Intel's Huge Bet Turns Iffy:
Thick-and-Cheap Linux Desktop
Writes Gary Krakow (MSNBC): "Wal-Mart.com is now selling a computer made by Microtel which retails for $199.86. As you might expect, the computer is on the bare-bones side. Microtel also uses a new, free version of the Linux OS instead of Microsoft Windows to save money. That’s where the story gets interesting. The operating system is called Lindows. Add to the Via 800 MHz C3 chip: 128 MB of RAM (expandable to 1 GB), 10 GB hard drive, 52x CD-ROM, 10/100 Ethernet connection (a modem is $30 additional), keyboard, two-button wheel mouse, and a small pair of powered speakers and you get the new $199 Microtel SYSMAR 710." Where it gets interesting is the addition of the AOL programs: "Think of Lindows 2.0 as the AOL’s new Netscape OS. Actually, if you dig hard enough on the Lindows Web site, you’ll be able to find a preview version of an AOL 7.0 client for Lindows. No Windows needed, no Macintosh needed — just AOL. That’s something AOL has been trying to do for years. This time they might succeed." The USD 200 computer can be thought of an AOL PC, according to Gary. The other interesting element here is Lindows' ability to run (some) Windows applications: "Lindows was originally touted as being able to run Microsoft Windows programs. Guess what? IT CAN. I was able to take my old, now unused Office 2000 disk, insert it into the Lindows computer and watch in amazement as it installed easily. They’re now working on getting Office XP to install. The Lindows OS always included reader software for Word, Excel and PowerPoint, but now the full programs can be installed." This is because of a Windows emulation program called WINE (which is open source and contains no Windows code). I have been thinking how these USD 200 PCs can make a different to our Thin Client-Thick Server project. Some thoughts: - the computer cost of USD 200 (excluding monitor) would translate to about Rs 16,000 in India (USD 320). This is still at least twice as expensive as what an old PC would cost. Getting the PC cost to less than Rs 6-7,000 in India is critical for mass market adoption (even by corporates). - by doing all the processing locally on the desktop, one now needs to worry about administration. The TC-TS architecture simplifies this by centralising storage and processing. - The stand-alone Linux desktop has its market. The TC-TS solution needs about 7-10 TCs to justify the increased cost of the server. It also needs a 100 Mbps LAN between the clients and the server. This eliminates it from various markets (especially, the home segment, kiosks, small branches, etc.) That is where the stand-alone Linux PC can be used. - In other words, the bigger picture for us needs to address two markets: the "thin client" (which needs a thick server) and the "thick-and-cheap" client (which can be stand-alone). Together, they provide the artillery for an assault on the computer market which can dramatically bring down costs and increase penetration in emerging markets. For now, we will focus on the first of these markets (TC-TS), and build on software like the Digital Dashboard which can add value when we target the second set of users. We are reasonably agnostic to the hardware - our focus is on the software and the value-added services that can be provided on top of that. There are some very interesting opportunities for the cheap, stand-alone Linux desktop, and I'll talk about this in a more elaborate post later.
Microsoft's Vision for Future Office
From Seattle Post-Intelligencer Reporter a view of how the (physical) office of tomorrow may look like:
In the article, there is a nice picture of a largish concave screen called Broadbench, which is presumably the type of display we can all expect. As the article notes in the beginning, most of these technologies are 5+ years away.
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