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  • Subject: RE: RE my XP Windows got broke in a Hailstorm
  • From: "John Taylor" <jtaylor@xxxxxxxxxxxx>
  • Date: Sun, 22 Jul 2001 17:33:31 -0600
  • Importance: Normal


> Your point being? Remember, your statement was that IBM didn't know how
> valuable the desktop market was. They lost the fight for the desktop, that
> doesn't mean they suddenly quit thinking it was important! Instead they
> focused efforts on technologies to reduce the influence that the
> desktop has
> on their other markets. Java is an example of one of those technologies.

The desktop generates mindshare and brand recognition. An entire generation
is growing up with MS technologies, not IBM's.


> I think IBM has demonstrated over and over that they completely understand
> the importance of the desktop market. But I also think they've
> noticed that
> they might not be going to win that desktop market and are thus
> chasing what
> profit centers they can.

Yes, they're retreating to the data center's low volume, high margin
environment. But the kids who will eventually replace us in that environment
will have developed a brand loyalty to someone else.

Of course, this is looking too far into the future to show up on the next
quarter's shareholder report, so it won't be Lou's problem when it happens.


> > And they've done zip-nada-nothing for the Smartsuite since taking over
> > Lotus.
>
> What should they do?
>

Hmm.. how about a fix pack? Dare I suggest an enhancement? Did you know that
the PIM (Organizer) doesn't even do email?


John Taylor

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