June 9, 2007

The technology of Guild Wars (overview)

Being an analyst has its perks, the main one being that you get to have some really interesting conversations. And so I recently had the chance to interview Mike O’Brien and Pat Wyatt, two of the founders and lead programmers for ArenaNet, makers of the Guild Wars MMORPG (Massively MultiPlayer Online Role-Playing Game).

If you play games of this sort, it’s surely obvious to you why you should care. But if you don’t, maybe you should be interested anyway. After all, Guild Wars is a graphics-intensive SaaS offering that easily supports 100,000 simultaneous users, while managing a gig or so of fat client even over dial-up speeds. Every user is a potential hacker, whether for fun or actual real-world cash profit, although we didn’t actually talk about security very much. And ArenaNet provides all this on a relatively shoestring budget; in particular, Guild Wars subscription fees are precisely $0.

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June 6, 2007

Don’t use Office 2007. But do steal its ideas.

You probably shouldn’t use Microsoft Office 2007. Even so, you probably should install and look at it, and then rip off its ideas. I’ll explain.

Microsoft Office Word 2007 is, so far as I can tell, seriously flawed. Specifically, it has been eating way too much of my work for me to happily keep using it. This has been going on long enough that I’m convinced the cause is not simple user error. The final straw yesterday was when changes I’d saved in a draft blog post (about Filemaker) weren’t there five hours later, with no intervening crashes, no messages about “Do you want to close w/ unsaved changes?”, and so on. Naturally, Microsoft (or rather the excellent consultant/expert they’ve provided me to talk with) has never heard of these problems before and is highly perplexed. Anyhow, I plan to keep using Word for highly formatted work – i.e., white papers and Monash Letters – but using it for general note-taking and blogging has turned out to be quite the mistake. (I guess I could go back to Word 2003, but now I’m intrigued by testing the cheaper alternative.)

But all glitches notwithstanding — Office 2007’s “ribbon” is one of the five greatest general UI advances in the past 10-15 years*. Just as the traditional Office menu/icon-row look-and-feel dominates business computing, the ribbon is likely to soon take its place. And deservedly so, at least in two broad classes of application: Analytic and composite. And those two, taken together, happen to comprise the vast majority of the innovation going on in enterprise applications today.

*Three of the other four, in my opinion, are:

  1. The screen-division aspect of dashboards and portals.
  2. Dynamic text-link navigation, also popularized via portals.
  3. Search boxes.

The last slot is left open for personal-taste additions to the list.

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April 27, 2007

My Network World column and outside links on network neutrality

Oops! It turns out Network World ran my column on network neutrality and Tariff Rebate Passthrough on April 23, not April 30 as I previously believed. So I should have gotten my list of outside links together sooner. Sorry. Confusing matters further, my post on Jeffersonet vs. Edisonet got Slashdotted, without me having provided a link to the column itself. Well, here goes.

April 17, 2007

Link list for network neutrality

My April 30 Network World column is scheduled to be on network neutrality, with this post linked out as a guide to further research.

Some of my own writings on the subject include:

I’ll supply some outside links on the subject later on.

April 17, 2007

The two Internets, Jeffersonet and Edisonet, and why they need to be regulated differently

In a way, proponents and opponents of network neutrality are both correct! That is, they are each correct about different aspects of the Internet.

Net neutrality is both necessary and workable for what I call Jeffersonet, which comprises the “classical”, bandwidth-light parts of the Internet. Thus, it includes e-mail, instant messaging, much e-commerce, and just about every website created in the first 13 or so years of the Web. Jeffersonet is the greatest tool in human history to communicate research, teaching, news, and political ideas, or to let tiny businesses compete worldwide. Any censorship of Jeffersonet – even if just of the self-interested large-enterprise commercial kind – would be a terrible loss. Net neutrality is workable for Jeffersonet because – well, because it’s already working just fine. Jeffersonet doesn’t need anything beyond current levels of bandwidth and reliability. So there’s no reason to mess with what’s working, other than simple profit-hungry greed.

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April 7, 2007

Check Point Systems UTM-1 and Crossbeam Systems – resolving the confusion

When Check Point Systems first briefed me on their new midrange UTM-1 appliance, they neglected to mention that their hardware designs were first worked out by Crossbeam Systems. Actually, it turns out that they even buy the hardware through Crossbeam. It took a comment here from Crossbeam’s Chris Hoff for me to realize the true story. Today, I connected with Paul Kaspian of Check Point to straighten things out. Here’s the scoop.

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April 3, 2007

Business intelligence — technology and vendor strategy

The most recent Monash Letter – exclusively for Monash Advantage members — spells out some ideas on BI technology and vendor strategy. Specifically, it argues that there are at least four major ways to think about BI and other decision support technologies, namely as:

  1. A specialized application development technology. That’s what BI is, after all. Selling app dev runtimes isn’t a bad business. Selling analytic apps hasn’t gone so well, however.
  2. An infrastructure upgrade. That’s what the BI vendors have been pushing for some years, as they try to win enterprise vendor-consolidation decisions. To a first approximation, it’s been a good move for them, but it also has helped defocus them from other things they need to be doing.
  3. A transparent window on information. As Google, Bloomberg, and Lexis/Westlaw all demonstrate, users want access to “all” the possible information. BI vendors and management theorists alike have erred hugely in crippling enterprise dashboards via dogmas such as “balanced scorecards” and “seven plus-or-minus two.”
  4. A communication and collaboration tool. Communication/collaboration is as big a benefit of reporting as the numbers themselves are. I learned this in the 1980s, and it’s never changed. But BI vendors have whiffed repeatedly at enhancing this benefit.

The Letter then goes on to suggest two areas of technical need and opportunity in BI, which may be summarized as:

Good launching points for my other research on these subjects are this recent post on analytic technology marketing strategies and two high-concept white papers available here.


March 30, 2007

When and why to virtualize

In one of the best Slashdot threads I’ve seen in ages, a number of posters chime in with their personal experiences of virtualization. (Usage hint: Set the general threshold = 5 to filter out the dreck, using Advanced Context Controls.) The rough consensus appears to be:

Makes sense to me.

March 29, 2007

More on Shai Agassi and SAP

Sramana Mitra has a little bit of a different take on Shai Agassi’s departure than mine. At first blush, it’s a distinction almost without a difference. In essence, she argues that Shai was frustrated because he couldn’t make big needed changes fast enough. That’s pretty close to my view that change simply wasn’t happening quickly or completely enough.

But the thing is — I think SAP’s overall technology roadmap has remained too incomplete. In essence — and I know some of my friends there will dispute this — SAP is still too focused on delivering software for how people should work, and doesn’t properly support the way they actually do — or realistically would like to — work.

Yes, it’s great that Dennis Moore and Dan Rosenberg are at SAP. But nobody — and this includes Shai — seems to be driving a real software re-think down into the individual products. The move to portal-based technology needs to be the beginning of the software functionality redesign, not the end. Josh Greenbaum thinks that Duet is all that and more, but I don’t see it that way.

March 28, 2007

Shai Agassi – a contrarian view

Shai Agassi is leaving SAP because, in essence, the old guard didn’t want to turn over the reins to him as fast as he would have liked.* Often, this kind of departure is a bad thing (e.g., Ray Lane at Oracle). But I suspect that SAP may actually be improved by Shai’s leaving.

*His other stated reasons include two very good and highly admirable ones – working on energy technologies and improving matters in Israel.

SAP’s technical strategy has three core elements:

  1. Automate business processes.
  2. Provide the technical infrastructure for automating business processes.
  3. Encapsulate process and data at the object/process level.

This strategy has been heavily developed and refined on Shai’s watch, with major contributions from lots of other folks. The issue isn’t vision any more. What SAP needs to do better is execute on the vision.

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