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VCSY - A Laughing Place #2
Saturday, 26 May 2007
When you hear the whistle blow, open your eyes.
Mood:  accident prone
Now Playing: 'Run Aground' Ship's engineer climbs to top deck to find all hands have abandoned ship without him. (Mystery / Educational)
Topic: Calamity

SOME people say they know a lot more than the rest of us. Always beware of anyone who says "It's always been like this. It will always be like this." Those are the kind of people who will steer you right into one of those moveable icebergs.

Where X86 Architecture Hits the Wall

Where X86 Architecture Hits the Wall

April 17, 2007 11:50AM 

X86 chipmakers face a challenge that IBM and Sun do not -- namely, zero control over software and hardware. An x86 CPU and its surrounding architecture must be ready to run system software coded for the least capable platform and every peripheral on the market.

...the weaknesses of the x86 approach to superscalar operation are starting to show. Professional workstation and server buyers who look to x86 systems to replace RISC machines have high expectations that include true parallel operation. In science and technology, creative professions and software development, to name a few, high-end client systems should be able to parallelize their way through heavy-lifting tasks while leaving enough power for real-time foreground interaction.

Likewise, buyers at the high end expect to be able to mix compute-intensive and I/O-intensive server applications, along with multiple virtual machines without sacrificing smooth and balanced operation of all tasks. When these buyers double the number of server CPUs, they expect a server's total performance to rise on a near-linear scale.

If RISC users came to PCs with those expectations, they'd walk away disappointed. While modern x86 server and workstation CPUs are outfitted for parallelization at the core level, PCs' intra-CPU communication, processor support components, memory, peripherals, the host operating system, the VMM (virtual machine monitor), the guest operating system, device drivers, and applications spin a web of interdependencies that, at times, requires that execution or I/O follow a specific path, even if sticking to that path calls for cyclically standing still. The result: You buy more high-end x86 systems than you should have to.

More at URL

What most people do not understand (particularly people who work in an industry [they are easily blinded by career attachment to old ways]) is that what used to be is no more. What will be is not yet readily visible and, as with all disrupted technologies, the adoption spikes catch manufacturers, vendors and users off guard.

Large corporations with preset agendae and large user masses with preset expectations get swept aside if they are not able to adapt rapidly to change.

With Microsoft, the entire software industry is changing around them while they maintain a stoic "wait and see" profile. That sort of management inertia is a common element in the failed business models of the past. The model worked right up to the tipping point in the disruptive wave. After that point, they can't unload product or assets fast enough to prevent the entire mass from rapidly becoming obsolete and worthless.

UPDATE

For more detailing and one of those cutsie air fresheners to hang off your mirror go here: 

http://vcsy.blogspot.com/2007/05/emails-from-edge-tales-from-crypto.html 

References for Your Edification:

RISC compared with CISC = http://cse.stanford.edu/class/sophomore-college/projects-00/risc/risccisc/

RISC: Reduced Instruction Set Computer

CISC: Complex Instruction Set Computer  

From above URL:

"The Overall RISC Advantage
Today, the Intel x86 is arguable the only chip which retains CISC architecture. This is primarily due to advancements in other areas of computer technology. The price of RAM has decreased dramatically. In 1977, 1MB of DRAM cost about $5,000. By 1994, the same amount of memory cost only $6 (when adjusted for inflation). Compiler technology has also become more sophisticated, so that the RISC use of RAM and emphasis on software has become ideal.

 

More Update 

Intel: Software needs to heed Moore's Law
http://news.zdnet.com/2100-3513_22-6186765.html
 

By Ina Fried, CNET News.com
Published on ZDNet News: May 25, 2007, 12:39 PM PT

SAN FRANCISCO--After years of delivering faster and faster chips that can easily boost the performance of most desktop software, Intel says the free ride is over.

Already, chipmakers like Intel and Advanced Micro Devices are delivering processors that have multiple brains, or cores, rather than single brains that run ever faster. The challenge is that [1] most of today's software isn't built to handle that kind of advance.

"The software has to also start following Moore's law," Intel fellow Shekhar Borkar said, referring to the notion that chips offer roughly double the performance every 18 months to two years. "Software has to double the amount of parallelism that it can support every two years."

Things are better on the server side, where machines are handling multiple simultaneous workloads. [2] Desktop applications can learn some from the way supercomputers and servers have handled things, but another principle, Amdahl's Law, holds that there is only so much parallelism that programs can incorporate before they hit some inherently serial task.

Speaking to a small group of reporters on Friday, Borkar said that there are other options. [3] Applications can handle multiple distinct tasks, and systems can run multiple applications. Programs and systems can also both speculate on what tasks a user might want and use processor performance that way. But what won't work is for the industry to just keep going with business as usual. 

[4]  Microsoft has recently been sounding a similar warning. At last week's Windows Hardware Engineering Conference in Los Angeles, Chief Research and Strategy Officer Craig Mundie tried to spur the industry to start addressing the issue.

[5] "We do now face the challenge of figuring out how to move, I'll say, the whole programming ecosystem of personal computing up to a new level where they can reliably construct large-scale applications that are distributed, highly concurrent, and able to utilize all this computing power," Mundie said in an interview there. "That is probably the single most disruptive thing that we will have done in the last 20 or 30 years."

Earlier this week, Microsoft's Ty Carlson said that [6] the next version of Windows will have to be "fundamentally different" to handle the amount of processing cores that will become standard on PCs. Vista, he said, is designed to handle multiple threads, but not the 16 or more that chips will soon be able to handle. [7] And the applications world is even further behind.

[8] "In 10 to 15 years' time we're going to have incredible computing power," Carlson said. "The challenge will be bringing that ecosystem up that knows how to write programs."

But Intel's Borkar said that [9] Microsoft and other large software makers have known this shift is coming and have not moved fast enough.

[10] "They talk; they talk a lot, but they are not doing much about it," he said in an interview following his discussion. [11]"It's a big company (Microsoft) and so there is inertia."

He said that [12] companies need to quickly adjust to the fact they are not going to get the same kind of performance improvements they are used to without retooling the way they do things.

"This is a physical limit," he said, referring to the fact that core chip speed is not increasing.

Despite the concern, Borkar said he is confident that the industry can rise to the challenge. Competition, for one, will spur innovation

[13] "For every software (company) that doesn't buy this, there is another that will look at it as an opportunity," Borkar said.

[14] He pointed to some areas where software has seen progress, such as in gaming. He also identified other areas that might be fruitful. [15] In particular, specific tasks could have their own optimized languages. Networking tasks, for example, could be handled by specific optimized networking code.

Intel has also been releasing more of its own software tools aimed at harnessing multicore performance. Another of [16] Intel's efforts is to work with universities to change the way programming is taught to focus more on parallelism; that way the next generation of developers will have such techniques in the forefront of their minds.

[17] "You start with the universities," Borkar said. "Us old dogs, you cannot teach us new tricks."

 

My take:

[1] Was Microsoft promising to Intel things Microsoft can not now deliver? Look at Intel articles over the past year. The plans Intel made as detailed back in June 2006 when they sold off their cell phone division were probably based on hopes Vista would be a barnburner. As it is, Vista promises to be the horse (or the bull) locked in the barn afire.

[2] Notice the complaint about parallelism. In other words, Intel is saying 'Hey, we can build the architectures, but, if the software producer (Microsoft is no doubt inferred ) doesn't provide the kind of virtualization and command/data pipeline management needed to make use of the architecture, don't blame us.' Longhorn and the associated XML/Web-based operating capabilities were intended to allow a processing platform to reach out to the inter-connected outside (via intranet or internet) for interoperable resources (other processor sets able to handle parts of the workload- here is where interoperation is no longer a 'play nice' file content but is a 'play along' operational block on the clock [aka deterministic interoperation]). With the cutting of things like WinFS and the elemental technologies that enable applications like WinFS to operate from Longhorn/Vista, the processor is doomed to remain alone... unable to reach out beyond its own proprietary buss structure for help.

[3] The 'Business as usual' comment can arguably be pinned on Microsoft's various rewrites of their operating system from 2004 when advanced capabilities (those that would have allowed x86 processors to reach outside their local processing structure to outside processing capabilities in a virtualized form) were cut from Longhorn (aka Vista) and Microsoft returned to the traditional programming and operating systems they had before their vaunted XML/dynamic languages efforts which apparently failed or were failed. I don't think Intel can be blamed for not knowing how to architect chips. Chip design, engineering and manufacturing per se is not the problem, I think. Management CAN be blamed for taking the word of a software company that's already demonstrated they can't deliver on their promises or projects. That alone will ultimately prove to be the lead weight around the neck of chip maker's swimming upstream efforts.

[4] I'll bet they have. They either can pin the blame on somebody else preventing them from developing the kind of software resources that can virualize, arbitrate and manage processing chip resources or  they will have to take the blame for strangling Intel's future.

[5] Well, we who've been watching what VCSY has been claiming their patents can do (they claim such by describing the architectural structures in their patents) and any nitwit with an eye for architectural processes can see what kind of  "...large-scale applications that are distributed, highly concurrent, and able to utilize all this computing power" may be theorized (and one would then reasonably say deployed) by the VCSY intellectual properties in conjunction with other virtual arbitrated managed and governed technologies such as IBM is able to field.

[6] Good, because Mister Gates and Mister Ballmer have aleady said the next operating system they make will be different... promise. Uhhh... Mister Microsoft, I hate to break it to you but wasn't WinFS/Longhorn/Yukon supposed to be the basis for just that software revolution? Are you telling Intel to just hang on you'll be there eventually? Should they mothball their processing facilities while your campus roller blades around to some sort of viable option beyond Vista and the Windows XP ME 2 aka Vista/Longhorn? Not trying to be ugly but this is getting to be a political and marketing farce and Microsoft appears to be counting on the rest of the technological and investing public to simply not see what VCSY has. No wonder shutting down discussion about VCSY would be such an important goal to certain people possibly representing some of these companies on boards such as RagingBull where most of this speculative information (based on easily googled fact) can be found?

[7] Well, now, just who is to blame for that when Microsoft is late fielding development tools for dynamic virtualized and arbitrated applications? Hmmm?

[8] In 10 to 15 years, Mister Carlson, Intel will be a gaming chip manufacturer and the business world will be running on IBM power architectures and cell processors. The x86 line will be a distant expensive memory if things continue at this rate.

[9] Well well well... after how many paragraphs we FINALLY get up enough nerve to name names and point he finger? Well done, Intel. You've finally bought a clue. How much will it have cost by the time you figure out the secret phrase?

[10] Talk and no action is not cheap. Not cheap at all, is it?

[11] Microsoft certainly doesn't seem to have much inertia when they want to get into advertising to find some way out of the business application quandary they seem to have gotten their Office and Operating System lines into. Money in the right management hands tends to have a fascinating lubricative effect. In the hands of incompetent and intransigent management, money empowers inertia.

[12] Retool? Microsoft has had virtulization and arbitration technology on their shelves since 2004 and beyond. What retooling are we talking about here? Change the engineering teams or change management? Let's have some avocados here, folks, so we can go about making guacamole'.

[13] I believe you are correct, sir.

[14] Your homework, dears, is to figure out for yourself what the nice man is saying here to the world at large. I have said for some time I believe Microsoft is burying the technology they should have fielded in Vista in XBox where it can't be dug out easily (they think).

[15] A core element in VCSY technology is the Very High Level Language Emily which is specifically targeted precisely at providing higher level languages for specific verticals and the term 'verticals' may mean work-tasks at very granular levels just as it may mean 'verticals' in industry disciplines and businesses.

[16] Just what would you teach in those universities? How to program like Jeff Davison and Aubrey McAuley and Luis Valdetaro? Would you mind giving them a bit of credit in your textbooks? Hmmm?

[17] That's right, Mister Borkar. In humane societies, old dogs who are put in a position where they can no longer look after themselves are put up for adoption by someone else or euthanized. Which will it be for Intel's management and staff if they can't convince these mean nasty software companies to step up to their responsibilities and make or buy some healthy dogfood for a change?

As Amdahl's Law points out, all the preprocessing and parallel plumbing in the world won't help you when the software you're running can't arbitrate virtualized operations within a serial stream and can't distribute virtualized and arbitrated functions. 

What do you think, children? Am I being too harsh on Intel? Not any more harsh than analysts will be once the story gets out. We currently have less than 700 people reading this bilge I put out. What will happen when the number is in the thousands and these reader take these writings to experts and those experts agree? What do you think will happen? Better to take care of your own problems than to preach to someone else's family how they should take care of their wayward relatives.

Perhaps the dawning is happening at Intel and it's over a year after Microsoft themselves recognized the problems they would have once long-delayed Longhorn would start using the architectures for real (not just in mock ups and simulations).

PS - Speaking of putting "credit" where credit is due, I would like to take this opportunity to acknowledge I probably never would have taken Intel to task for mismanaging expectations and realities in the software they have grown so dependent on were it not for the writings of a poster on Raging Bull VCSY who happens to have worked for Intel at "times in the past". I don't know if that past is "years" ago, "months" ago or mere "days" as someone like a consultant can work for somebody one day and "not" the next. Makes no matter to me. Where ever he may have gained his knowledge, we all owe him a debt of gratitude for opening this doorway on our view of the software/hardware dependencies that govern these two huge industries.

yers truly - portuno 


Posted by Portuno Diamo at 10:28 PM EDT
Updated: Sunday, 27 May 2007 1:25 AM EDT
Post Comment | View Comments (2) | Permalink
So I see this guy standing in the crosswalk and then I hear this 'bump bump'.
Mood:  sharp
Now Playing: 'Muckmuck Does Manhattan' Caveman barricades one way street at intersection.
Topic: Integroty

Worth reading because it indicates Microsoft is not sitting as pretty as they would appear to want everyone out in the Linux FUD world as they would surely like. Here are excerpts of interest but worth having in the hopper for reference as we move forward.

Did Microsoft get their money's (and reputation's) worth in this deal with Novell? Perhaps not. In fact, they may have tied themselves to a rolling stone headed for a cliff. 

May 26th, 2007

Novell publishes details on its Microsoft patent deal

Posted by Mary Jo Foley @ 8:43 am Categories: Corporate strategy, Legal, Linux, Novell Tags: Novell Inc., Patent, Agreement, Microsoft Corp., GPLv3, SuSE, Mary Jo Foley

Excerpts: 

Novell has posted ... redacted versions of the company’s patent, business and technology agreements with Microsoft, ...

Novell officials said ... they would post these documents before the end of May.

If the final version of GPLv3 contains terms or conditions that interfere ... Microsoft may cease to distribute SUSE Linux coupons in order to avoid the extension of its patent covenants ...

So now it’s even more obvious why Microsoft has been throwing around the “235 patents infringed by open source” claim. Novell is confirming that Microsoft may have to stop distributing SuSE Linux coupons if the Free Software Foundation’s General Public License (GPL) version 3 goes through with the current patent language in place.

Having to eliminate ...  would hurt Microsoft’s campaign to convince other open-source vendors to sign similar deals. It also wouldn’t make Microsoft look too good to the handful of large corporate customers...

More at URL 

This deal between Microsoft and Novell is not as advantageous and ironclad as Microsoft wants everyone to think. 


Posted by Portuno Diamo at 3:58 PM EDT
Updated: Saturday, 26 May 2007 4:12 PM EDT
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You shouldn't have. No, really. You shouldn't have.
Mood:  incredulous
Now Playing: 'Why Didn't You Tell Me You Was a Miner?' Angst and delirium in marketing underworld. (Comedy/Home Shopping)
Topic: Integroty

Hokey smokes. If it's not one problem it's another with these people! What now?

PDC R.I.P. Means 'What?'

Joe Wilcox

May 25, 2007 12:06 PM

Jeepers Creepers, Microsoft has unexpectedly canceled its 2007 Professional Developer Conference. "Say what?," you say.

In the past, Microsoft aligned developer conferences around new operating system releases—with Windows Server 2008 being the right candidate and the right time, given Microsoft's stated intentions to deliver the software this year.

My reaction: PDC cancellation likely foreshadows a delay in Windows Server 2008 release to manufacturing. Microsoft already delayed "Viridian" virtualization software, which is closely tied to Windows Server 2008. It's hardly a stretch to presume, with PDC's cancellation, something is amiss with Windows Server 2008.

With many businesses holding back Office 2007 and Windows Vista deployments for Windows Server 2008, any delay could have far-reaching impact. If there is no server software delay, there is the question of what does the cancellation mean?

For one, the timing is terrible. Apple's developer confernce is just weeks away, where Mac OS X 10.5 will be front and center. Apple's planned release of the operating system is October, the same month as Microsoft's now cancelled developer conference. No doubt, Apple will make hay out of this mess.

We call on developers to tell us what you think of the PDC `07 cancellation. Maybe you are stunned and flabbergasted. Maybe you already were overwhelmed by Office 2007, Windows Server 2008 and Windows Vista testing—and the change is a relief. Whatever your reaction, please share it. For people that would like to be quoted in a future story on the topic, please offer a link to your Web site with your comment or use our Tips Mailbox, providing your name, profession, company and company e-mail address, with your comments.


Posted by Portuno Diamo at 4:32 AM EDT
Updated: Monday, 28 May 2007 12:49 PM EDT
Post Comment | Permalink
Friday, 25 May 2007
Guess who's not invited for dinner.
Mood:  hungry
Now Playing: 'How to Clean a Pullet One Feather at a Time' Instructional (Adult - D for DUMB)
Topic: Microsoft and VCSY

Bobby Baker's Kook Book

CHICKEN

pluck pluck pluck

"There still is a ban on .NET code in core parts of Windows. They aren’t getting enough performance yet from .NET to include code written in it inside major parts of Windows. This is a bummer, because .NET is a lot easier to write than C++ and letting Microsoft’s developers write .NET code for Windows would unleash a bunch of innovation." - Robert Scoble.

Before every MVP jumps me in the alley yes, I know the .NET runtimes ship with Vista. But almost no Vista code was written in .NET (if any, actually). Microsoft tries to keep this secret because they know it gives a black eye to .NET. After all, if Microsoft is unwilling to use it to develop Windows or Office, why should the rest of us base our life on it?” - Robert Scoble

It also means that Ray Ozzie’s team probably doesn’t have anything dramatic to announce yet and they aren’t willing to have live within the bounds of a forcing function like the PDC (PDC forces teams to get their acts together and finish off stuff enough to at least get some good demos together).” - Robert Scoble

A Compact History of Chicken

Cleaning Instructions

Preparation (E-Z Bake):

So many fowls – so little time

How to clean your chicken.

Your bird should look like this:

Step 1: Pluck

Step 2: Serve

Step 1: Knock chicken in the head with little hammer.

Step 2: Use trash compacter and vacuum cleaner to remove feathers.

Step 3: Let chicken run around yard to blow remaining feathers off.

Results may vary. 


Posted by Portuno Diamo at 5:04 PM EDT
Updated: Saturday, 26 May 2007 4:13 AM EDT
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As long as he don't hit me I'm OK.
Mood:  cool
Now Playing: 'Running the Rhodes' Brainiacs come up with a novel way to weld metals together.
Topic: Integroty

Remember the 1950's game of 'chicken'? Similar to the ancient game of jousting on horseback, the game of chicken required nerves of steel and a complete ignorance of the laws of physics. Two drivers would race their cars at each other at scary speed for an impending head on collision. The first to turn away from that compacted fate was the 'chicken'.

That great idea was later discarded for the more reasonable method of racing around a treacherous turn... often dubbed "Dead Man's Curve". This method proved the drivers ability to control the turn which typically killed other chicken drivers in the chicken race.

The problem: There comes a point in the game where a turn is pointless and in fact simply compounds the injury.

Anyone who's played the game of chicken knows the terror in it is a predictable problem of mass, momentum and Newton's laws on trajectory of mass in motion. A last moment 'chicken out' turn usually ended in disaster far worse than the head on collision. No matter how fast the reflexes, no matter how agile the car, a turn executed at high speed usually ended in the chicken car rolling over, partially ejecting the driver (no self-respecting chicken-driver would use a seatbelt even if they were available) who was then mashed into chicken meat pate' by the car.


Racing Chickens had cool suits

May 24, 2007
Robert Scoble

Microsoft postpones PDC

Mary Jo Foley (she’s been covering Microsoft for a long time) has the news: Microsoft has postponed the PDC that it had planned for later this year.

The PDC stands for “Professional Developer’s Conference.” It happens only when Microsoft knows it’ll have a major new platform to announce. Usually a new version of Windows or a new Internet strategy.

So, this means a couple of things: no new Windows and no major new Internet strategy this year.

More at URL 

Here's an interesting observation from the previously annointed "unoffical blogger for Microsoft" Robert Scoble: "Now that Google, Amazon, Apple, are shipping platforms that are more and more interesting to Microsoft’s developer community Microsoft has to play a different game. One where they can’t keep showing off stuff that never ships. The stakes are going up in the Internet game and Microsoft doesn’t seem to have a good answer to what’s coming next."

Richard Wade (aka Silent Dick aka Pooky Pie) has demonstrated he has the patience to keep the brick on the gas and the wheel tied to the door handle.

Steve Ballmer (aka MuckMuck the Magnificent aka Loud Mouth Leroy) has demonstrated he doesn't know the difference between a radio knob and a brake.

We can only hope there's an adult somewhere in the crowd.

Hungry Chicken In Public Relations Disaster

Color me Roadkill

 

And another fascinating observation from Robert (Bob Bob Bobbin') Scoble:

"The last few PDCs haven’t exactly been huge successes, though. Hailstorm was announced at one and later was killed. Longhorn was announced at another and later was delayed and many things that were shown off were later killed too."

So, what's the potential casualty here this years cancelled PDC would have ruined? Microsoft's reputation? What's the codename for that? "BakedSkunk"? "CrispyCookedChicken"? "WrinkledWinky"? Project "RoomTempTapioca"? Anyone have any good ideas for a codename for this current Microsoft project? Maybe something simple like Project "Avoidance"?


Posted by Portuno Diamo at 1:02 PM EDT
Updated: Friday, 25 May 2007 1:04 PM EDT
Post Comment | Permalink
When a bag of chips ain't all that.
Mood:  quizzical
Now Playing: 'Riding the Rails' Hobos find the inside of the boxcars more comfortable than clinging to the underside. (Travel/Culture)
Topic: Calamity

We've never really talked about hardware in all this discussion about VCSY software. VCSY has only one hardware patent we know of and that's the Cruz fiber optic patent for transmitting moving images through a single fiber. This will provide an untold capability to speed information transport once fleshed out in computers and chips.

But, what of VCSY software patent effect on hardware, particularly computer infrastructure and processing chips?

The power of VCSY taught virtualization and arbitration leading to an effective SaaS platform alone offers a rapidly shifting landscape for chipmakers of any kind as it portends the demise of the Desktop PC domination over business and perhaps consumer hardware at the point of use at a period of large scale obsolescence and upgrade.

The currently recognized SaaS (Software as a Service) and CaaS (Computation as a Service) concepts teach mainframes and large manageable server banks will increasingly be the norm and the families of of existing and new desktop PCs will give way to an increasingly smaller footprint in processing power required, electrical power needs and cost per unit user.

The desktop phenomena took off with the introduction of the IBM Compatible concept a couple decades ago and has steadily increased with no apparent end in sight. Chip makers depended on this incremental growth in processor speed and power demands to forecast their manufacturing expenditures over the coming years. IBM appears poised to reset the technology, bringing the power back from the desktop to the mainframe and server banks, Where Microsoft skunked IBM by foreseeing the dominance of the operating system on individually distributed computers, IBM appears intent on calling the shots this time.

While the traditional chip building industry continued to see the desktop power curve as a road to riches, IBM has concentrated their chip making expertise in processors better able to serve many users on a chip. Along with serving many with fewer hardware units, the IBM strategy appears to have added the ability for software to also control the chip ecology, offering the ability to virtualize the hardware for repurposing on demand and providing a means of controlling the chip infrastructure with software.  This is a fundamental component to IBM's POWER strategy for more efficient and more 'green' computing as scales become more massive.

As IBM learned a long time ago, errors in prediction come back to haunt the unfortunate with a vengeance.

Unlike software manufacturers who can do most of their product building with few physical assets beyond development software and the computers needed to carry out software construction and testing, chip manufacture requires huge outlays in expensive equipment and trained staff in order to produce their products.

Software manufacture is not a very predictable science as is indicated by the many build/rebuild set/reset phases some software houses go through. Take Vista's shipping 'schedules' for instance. Originally slated for shipment in 2004, the delays in bringing out a useful build on Vista challenged the computer chip industry to continually revise their projected schedules to produce articles capable of running the more massive operating system while trying to predict and balance the demands of the hardware production lines which would produce the required desktops and server frames.

Chip manufacture is a science with a bit of mental artistry thrown into the architectural phases of concept and mask cutting. But, after the masks are cut, chip manufacture is predominantly an assembly line production under somewhat predictable guidelines. Things move along at a predictable rate unless outside uncontrolled influences impact that process.

Scheduling those chip shipments to coordinate with new motherboard designs, for instance, is a monumental task often upset by the smallest unforeseen hiccups.

Cause those chips to be somehow tied to the introduction of a new technological paradigm and the artistry in one industry can bring chaos and loss to the assembly line sciences.

Unfortunately for chip manufacturers, software is the most difficult commodity for which to predict shipping cycles. That would not be such a terrible thing if the software is not evolutionary requiring a new set of processing capabilities. But, when a processing chip line is predicted and put in place to accommodate the increased sophistication of software packages such as a 'next generation' operating system, and said OS doesn't make it out the door... the impact is massive on the chip supplier.

In an arena such as x86 processor chips where there are multiple manufacturers (dominant in the industry are Intel and AMD) the competition also shaves the predictables down to who can deliver first with the most and therefore increases the consequential detriments deriving from any product problems from upstream and downstream.

With all that in mind, Vista must have been a real bear for chip makers like Intel and AMD to plan on. As Vista is best used on a 64 bit processor, new fabrication techniques and manufacturing capabilities had to be in place early to produce such products at the same time as the requisite operating system product was to be delivered. Delays in the software manufacturing process may well have been a 'so what?' affair as their was little capital and asset loss... but chip manufacturers were faced with delaying installation on machinery and fabrication suites or mothballing the assets until such units were needed. We will likely never know as most errors are buried in the large manufacturing infrastructures.

In the case of planning for Vista, the original shipment schedules of 2004 slipping into 2005, 2006 and 2007 meant the chip manufacturers had to juggle an increasingly unpredictable schedule with increasing unrecoverable costs to the bottom line.

Even then, when Vista was finally ready to ship, the production pace set by expectations was subject to the whims of buyers who would or would not buy the operating system and the prerequisite hardware necessary to wring out the maximum use of the software product.

Vista has likely been a huge disappointment and a source of consternation and befuddlement for chip suppliers who once foresaw a golden age where every desktop would be replaced to take advantage of incredible OS capabilities... only to find the product was not really ready for prime time (the capabilities of Vista won't be fully realized until the remaining pieces like Longhorn are shipped) and the community of users really didn't need more powerful machines because they didn't need what Vista provided.

As backup for these thoughts, here are a few blurbs from a timely article by Joe Wilcox. The post doesn't tell us anything new. It simply tells us what folks have been saying ever since Vista was released will actually be the new reality for those counting on selling their wares to a hardware hungry crowd who are about to go on a crash diet in their upgrade cycles.

http://www.microsoft-watch.com/content/vista/some_enterprises_will_delay_new_pcs_for_vista.html

May 23, 2007 6:09 PM

Some Enterprises Will Delay New PCs for Vista

By Joe Wilcox

 

excerpts:

Enterprises already planning new PC deployments, as part of regular cyclical upgrades, are likely to delay them for 12 months or more because of Windows Vista.

"Corporations were likely to delay the upgrade cycle a year or more," Lao said of In-Stat's finding. "If planning to buy 1,000 machines, I'm still going to buy them, just a little later."

...the findings are good for Microsoft, which is assured of Vista deployments on most new PCs in the current upgrade cycle. The situation could be less rosy for some portions of Microsoft's channel.

Microsoft missed a major corporate upgrade cycle starting in mid 2004 and ending about two years later. This larger number of businesses is unlikely to upgrade to Windows Vista right away.

The In-Stat survey supports my earlier contention that Vista shipped too late. Microsoft needed to get the operating system into the market no later than holiday 2005 to catch the curl.

Consistent with other studies, consumers aren't rushing out to buy new PCs because of Vista.

"The average consumer is looking at a second, third or fourth PC purchase," Lao said. Referring to the survey results, he added: "The motivating factor was 'I need another PC for my kid to use,' not Vista."

Related Posts:

More at URL

End Article

The evolving consensus appears to say PC sales are normal, meaning any anticipated and planned for increase in business has not materialized. Chip makers in particular are not seeing the inrush expected to justify the money needed to tool up to a new set of processing capabilities.

On top of this sag in expectations versus reality in PC sales, the industry is facing the looming specter of thin client erosion of the desktop market over the period of this coming delay induced wait. Corporations holding out for a more power desktop over the coming months and years will be offered an increasingly viable alternative in less expensive thin desktops with all the processing power and hassles at the other end of the network connection... not at the desktop.

As always the lingering question regarding a performance by Microsoft that put software OEMs, chip makers, hardware builders and IT services in an increasingly uncomfortable position from 2004 onward: Why couldn't they ship something, anything, sooner? Why was Longhorn emasculated so? Why was WinFS demonstrated so enthusiastically up to 2004 only to have planners remove the one component that would have allowed Vista to be used in the current server farm automation scenario even without all the other capabilities and items.

WinFS offered the opportunity to provide the operating system parameters outside the OS for consumption by management personnel and systems and thus provide significant cost saving opportunities for hardware control before that subject was so thoroughly dominated by recent announcements by IBM?

As the evolving SaaS/CaaS scenario unfolds and matures, cutting WinFS may come to be viewed in hindsight as having been the most significant blunder by Microsoft management because it cut Vista's first and most significant deliverable to OEMs at a time when competitors were planning and executing for just such uses.

WinFS could have arguably changed the face of the server farm landscape by providing management systems with ways to increase OS utilization and performance via external systems.

As it stands now, such capabilities will not be available on Microsoft machines for the foreseeable future and the chip makers and OEMs will still be depending on Microsoft making good on shipping what is obviously a very difficult execution for Microsoft.

We shall see.

 


Posted by Portuno Diamo at 2:11 AM EDT
Updated: Monday, 28 May 2007 12:52 PM EDT
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Thursday, 24 May 2007
Whatever you do tell them it's something else entirely.
Mood:  hungry
Now Playing: 'Finding It Funny' Detectives looking for clues sit on evidence. (Thriller / Cooking)
Topic: Microsoft and VCSY
If you will look at the following few timeline indications, it's fairly easy to see why Microsoft squealed like a stuck pig about how unfair patents were and how everybody else should have to play by the same rules.

There are other indications but apparently one must understand a bit more than how to open a magazine to see: Timeline Vershtinken  

November 18, 2004 Ballmer accuses Linux of violating >258 patents

November 30, 2004 VCSY SiteFlash Patent granted

February 7, 2007 VCSY sends Microsoft cease and desist on  US 6,826,744
[patent granted November 30, 2004]

February 20, 2007 Ballmer repeats threats against Linux on patents

Fact: Mister Ballmer had an opportunity to know when the VCSY SiteFlash patent would be granted in November of 2004. Mister Ballmer had no way of knowing when he would receive the C&D on the SiteFlash patent in February of 2007. Thus, a little ahead, a little behind. Always the way things go when one has a combination of a little head and a little "but".

May 14th, 2007

Microsoft’s patent claim: Where’s the beef?

Posted by Larry Dignan @ 11:01 am

Microsoft says free and open source software infringes on 235 of its patents. The real motive for Microsoft's patent volley may be the third version of the General Public License.

But following this patent back and forth (see Techmeme and Fortune article) is a lot like eating a condiment sandwich–it would be much better with some meat. How about some details. What exactly are these patents about? I can look at Ubuntu (see right) and say "hey this is Windows-ish." Is that a patent problem?

and say "hey this is Windows-ish." Is that a patent problem?

Meanwhile, I've read the official Microsoft line but am left with a few outstanding things that make me go hmm.

  • Did these execs speak out of turn–or was every last sentence planned?
  • What's the motive–there has to be more than the GPL?
  • Why bring up all this patent stuff now–especially since Microsoft has no motivation to sue–yet?

Without some real information on these patents that open source is trouncing it's a case of patent he said, she said. Like Adrian Kingsley-Hughes notes though, I'd be surprised if there weren't patent problems. This patent banter is leaving me hungry–much like a condiment sandwich.

Put some roast beef between them buns and it's so good it'll make you slap your granny.

Truth or bull? 


Posted by Portuno Diamo at 1:33 PM EDT
Updated: Thursday, 24 May 2007 2:25 PM EDT
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Honest Doc, I didn't know bolt cutters could do that kind of damage.
Mood:  vegas lucky
Now Playing: 'The Smell of Burnt Rawhide' Rustlers grab wrong bunch of cows. (Adventure / Calamity)
Topic: The Sneaky Runarounds

This one (just one? surely there will be plenty more) Mary Jo Foley article about a group of developers recently building out what was pulled from Longhorn years ago demonstrates the indisputable contention Microsoft HAD sophisticated Web-based XML capabilities long ago (while VCSY was in the throes of a court battle with Chinadotcom/Ross Systems that threatened to destroy Vertical) but those capabilities were taken out.

And now? Not.

In other words I contend Microsoft had a great deal of next generation functionality in Longhorn (the original Longhorn, not the gelded gilding you see in the Microsoft petting zoo today) that would have required XML enablement which is described in the XML Enabler Agent patent description (re: USPTO 7,076,521 ) (WinFS is a perfect example of enablement on the NTFS operating system files for a virtualized operating system view - a very valuable capability in its own right) and operated using methods described by the SiteFlash patent (re: USPTO 6,826,744 ) and built using a dynamic markup language and environment as described by the Emily patent application.

We see Longhorn's horns (it can go on the web or it can operate on the operating system - wow. Large spread.) and we see the tips are sharp  (the dilemma Microsoft is impaled upon - show it? don't show it? oooch ouuuch).

Where did Longhorn's productive centers go? Cut off. Cut off? That's right pilgrim. Lopped. Separated. Undone. Put in a jar. Cut nuglets just when Microsoft needed them most... cut off after November 2004. Right after the SiteFlash patent (which would be the overall ecology for the above mentioned web-based XML oeprations) was granted VCSY and right at the time Microsoft was losing a key player in their web/XML operations as Mark Lucovsky announced he was leaving to take the whole operational concept to Google (which proceded to field exactly those kinds of operations in 2005 adding billions to their market cap in the process)... all the while VCSY remained silent... writing it all down.

As it stands now, Microsoft can't get Longhorn out of the vet's office (guess can't get vetted by Microsoft lawyers - the people who know if you have the grublets to make it through the barnyard without getting pecked to incapacitation), so developers outside the company take it upon themselves (and thus take on a huge legal liability as, to this point, all software patents have not been ruled invalid by the courts of this land) to build out what Longhorn clearly was able to demonstrate and provide long ago.

I get the bubbly grits (that "gut" feeling) we're going to be seeing a number of items come out publicly that show where and when Microsoft stepped on their own boombas and realized they weren't going to be able to simply move the bull from the barn to the great outdoors.

We should start calling Longhorn "Longago". It fits better than simply 'a pile of nervous bull on the move'.

For background here is a Mary Jo post from October 2006 about the Longhorn reanimation project before you read on to the rest of the story. Imagine, seven (7) months work and these people did what Microsoft has not been able to do in three or four years. Amazing. I guess less really is more. 

May 24th, 2007

Enthusiasts progress with plans to resurrect Windows ‘Longhorn’

Posted by Mary Jo Foley @ 7:22 am Categories: Vista, Windows client, Corporate strategy, Code names Tags: Microsoft Windows, Microsoft Longhorn, Microsoft Corp., Mary Jo Foley

Seven months after announcing plans to take up where Microsoft left off with its Windows Longhorn client development, a group of members of the Joejoe.org site have built a working protype of what they’re calling “Longhorn Reloaded.”

longhorn-reloaded.jpgEarlier this week, the Longhorn Reloaded developers and testers posted for download Milestone 1 of Longhorn Reloaded.

“Longhorn Reloaded is a Project dedicated to the revival of the Operating System known as Code Name ‘Longhorn’. To put the projects aims simply, we aim to finish off what Microsoft started before the operating system was canceled. It is a modification of Windows 6.0.4074, which was originally released during the 2004 Windows Hardware Engineers Conference,” explained the Longhorn Reloaded team on the Joejoe Web site.

For the record, Microsoft officials never claimed Longhorn, the release of Windows now known as Vista, was cancelled. Instead, Microsoft execs said they “reset” their plans for Longhorn in 2004 by decided to cut the Windows File System (WinFS) feature from the product and to use the Windows Server 2003 kernel as the core platform. But a number of developers and industry watchers have said they considered Vista to be a far cry from the operating system Microsoft originally demonsrated and described earlier this decade.

When the Longhorn Reloaded team announced its intentions to build a version of Windows built on the pre-release Build 4074 of Longhorn, many said it couldn’t be done. If technical roadblocks didn’t make the mission impossible, Microsoft’s legal department would, the critics said. (heh heh yeah we'll see)

“I would like to announce you that what no one could believe has finally reach(ed) a concrete delivery,” said Jemaho, a k a JeanMarie Houvenaghel, the founder of Joejoe.org and supervisor of the Longhorn Reloaded project., via e-mail. “The enthusiasm for this project has never failed and is even more great now.”

I asked Jemaho for a target date as to when the team hopes to be able to deliver a “final” release of Longhorn Reloaded. No word back yet. I also asked whether Microsoft officials had expressed displeasure with what the Longhorn Reloaded team is trying to do. Also no response yet.

When I asked Microsoft about the Longhorn Reloaded team’s efforts in October 2006, here is the response I received from a Microsoft spokeswoman:

“Microsoft actively encourages and supports independent developers to take advantage of the features available in our platform to create their own applications and services; however, the Windows end user licensing agreement does not allow users to modify and redistribute our code in this manner.”

Would you be interested in trying out Longhorn Reloaded? If and when the final is out, would you consider running it?

Well, now, ain't THAT some expletives deleted?

"Enthusiasts". Hmmm. Our Very Own Troll is an enthusiast, I believe. He enthusiastically goes after large money piles held by crooks... errr... 'defendants'. Sorry. I didn't know there was womens and childrens present. heh heh Howdy ma'am. Yes ma'am, that truly is a lovely finger.

Maybe Vertical can get these nice young people to describe what all they had to put back in to the Longhorn to get it to walk without shuffling.

And for all our argumentative friends who don't think there's anything stinky about this situation, I guess I'll have to draw some pictures. Fortunately, here and A Laughing Place 3 , we have the opportunity to do just that... post pictures and drawings. It's what you have to do for some people who don't know they're standing right in the middle of a large accumulated pile of bull product. For more information see: Longhorn Reloaded 

 

UPDATE

Well, I was right as usual. There is another group trying to stuff their own image of a Longhorn with the "Retrophase" Project. I wonder why Microsoft is tolerating this invasion of their IP sanctuary unless they're afraid of going after these kinds of developments for the stink that would ensue.

Dag nabbit, Roy. Them's rustlers!

Calm down, Gabby. They're just hungry farmhands looking for a sirloin.

Well I say we needs to nail 'em up by the fuzzies!!


Posted by Portuno Diamo at 12:01 PM EDT
Updated: Tuesday, 29 May 2007 11:26 PM EDT
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Wednesday, 23 May 2007
Now, put this over your head and go out there and tell those people what we call the truth!
Mood:  accident prone
Now Playing: 'Walking the Peanuts' Dog walker makes $5.50 an hour dragging ten pound bag of roasted nuts on a leash. (Political Debate)
Topic: The Sneaky Runarounds

Kukla Fran and Ollie could tell M&A MBAs of today a bit about theater and tension. When things got too tense, Kukla would just grab a club and beat the hell out of poor stupid bald headed Ollie. Poor Fran was a pointless, terrified little ninny while Ollie got his knuckles thoroughly whacked. Horrible, horrible sight when you're four years old, don't you know? Of course, a four year old doesn't realize sock puppets have somebody behind the scenes making them go through the motions. Now that I've gotten significantly older, I realize I could have simply gotten up from the audience, walked up there and taken that club and whacked the crapettes out of that stupid snake.

Of course, at the time, I didn't have the significantly older muscles and attitude that would have allowed me to over-power Fran.

Reading this and knowing what we've seen about MS Ad Center and what Microsoft had to do to cover their nakedness (Apparently Microsoft's ad center had more than a hiccup from July 19, 2006) I think I know now who Ollie reminds me of today and I'm not in such a hurry to stop the snake from whacking that hairless egg. 

Did Microsoft Panic With This aQuantive Buy?

Larry Dignan (ZDNet) submits: Microsoft, loser of the DoubleClick sweepstakes and rumored to buy almost every online advertising company on the planet, is now on the bandwagon. The company acquired aQuantive for $6 billion.

Microsoft will pay all cash for aQuantive. The company paid a whopping $66.50 a share for the company. Aquantive closed at $35.87 on Thursday. The acquisition is the largest in Microsoft’s history.

In a statement the software giant said:

This deal expands upon the Company’s previously outlined vision to provide the advertising industry with a world class, Internet-wide advertising platform, as well as a set of tools and services that help its constituents generate the highest possible return on their advertising investments.

It better at that premium.

The acquisition makes Microsoft a bit of an advertising agency that can design ads and deliver them via its Adcenter platform. Seeing the writing on the wall WPP bought 24/7 Real Media on Thursday. Microsoft was allegedly interested in 24/7 Real Media, but found aQuantive more attractive.

CEO Steve Ballmer said aQuantive represents “the next step in the evolution of our ad network from our initial investment in MSN, to the broader Microsoft network including Xbox Live, Windows Live and Office Live, and now to the full capacity of the Internet.”

With aQuantive, Microsoft can manage campaigns, maximize inventory and design ads. AQuantive owns Avenue A/Razorfish, which is one of the largest design firms. In other words, Microsoft will be an advertising firm.

The online advertising industry has consolidated in short order. Google bought DoubleClick, Yahoo bought Right Media, WPP took out 24/7 and now Microsoft took aQuantive off the board.

On the surface, the integration of the two companies should be relatively easy. AQuantive, with 2,600 employees, is based in Seattle. And the capabilities and systems aQuantive brings to the table don’t overlap with Microsoft’s current structure that much. Microsoft plans to fold aQuantive into its online services unit.

Aquantive brings three primary systems to Microsoft: Atlas provides tools for publishers and advertisers to better monetize ad inventory; Drivepm matches campaigns and inventory; and Avenue A/Razorfish, which designs ads.

A few other observations:

* Did Microsoft panic with the aQuantive buy? If $3.1 billion was too pricey for DoubleClick how can it possibly justify a $6 billion takeover of aQuantive? I don’t care what synergies you cook up - the valuation is way rich.

* Watch the regulatory horse trading now. Kevin Johnson, president of Microsoft’s platform and services division, didn’t back down on the company’s argument that the Google and DoubleClick deal is anticompetitive on the merger conference call. Johnson argued that aQuantive is complementary to Microsoft while Google and DoubleClick overlap. In that argument, Microsoft will argue that Google and DoubleClick stifles competition while Microsoft’s aQuantive buy stimulates it.

I don’t get the argument to be honest. Online advertising is being consolidated among three giants–Google, Yahoo and Microsoft. My bet: Microsoft eventually shuts up about Google so it doesn’t raise concerns about the aQuantive deal.

 


Posted by Portuno Diamo at 9:02 PM EDT
Updated: Wednesday, 23 May 2007 11:27 PM EDT
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So, when I say "run" what are you supposed to do?
Mood:  cool
Now Playing: 'Non-functional Lubricative Knuckles' Training video on preparation of front end suspension for racing. (Nascar)
Topic: Gurgle

Nook nook nanu puki pang.

Being interpreted from Wanga Pangy as 'You're just not pretty enough to be traded for a goat.'

The Soul of Google, The Cruelty of Microsoft

The Stalwart submits: I came across a nice line from Cringely the other day:

No president could spend money like Ronald Reagan could spend money. His greatest legacy, in fact, was spending so much on defense projects like his "Star Wars" anti-missile system that the USSR was torn apart economically by simply trying to compete, thus ending the Cold War.

Reagan could have worked at Google (GOOG).

Certainly in light of Microsoft's (MSFT) purchase of aQuantive (AQNT), that comparison seems pretty apt. Microsoft has a lot of cash, but if it has to keep making deals like that in order to stay on par with Google, then the company is in trouble -- sort of like the Soviet Union.

Google on the other hand has acquisition insurance, as it knows that anytime it makes a purchase, it's competitors will respond with the purchase of a weaker, but more expensive rival. That might be a bit of a generalization, but it's interesting to see how aggressive a company Google is.

There is a key difference between Google's aggression today and Microsoft's aggression during its Halcyon days. Google is all about its cash. It wants to acquire it and use it. Early on, Google hinted that this would be its strategy when it announced a follow-on offering back in August '05, taking advantage of its soaring stock to net itself a cool $4 billion. Since then, the company's shown a willingness to part with its cash for premium properties, like YouTube.

Microsoft never showed a willingness to let go of its hard-earned cash. Only recently has it really started buying small firms. In a way, its aggression was much meaner than Google's, because instead of buying out upstarts, it just under-priced them and killed them. This might explain why Google doesn't seem to inspire the same animosity that Microsoft always did.

There's the perception that the company would rather shower startups with its cash as opposed to pushing them out of the market. Google is a VCs friend, not a VCs worst nightmare.

Meanwhile, as long as Google continues to grow as fast as it does, it will be able to get away with an aggressive acquisition strategy. But as things slow and investors start paying more attention, simply doling out huge gobs of cash (or stock) will prompt much more scrutiny.

 


Posted by Portuno Diamo at 8:02 PM EDT
Updated: Wednesday, 23 May 2007 8:03 PM EDT
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