What If Microsoft Bought a Slice of Apple?

Posted on April 17, 2008 by lewisshepherd

FACT: The amount commonly cited as Microsoft’s offer to buy Yahoo is $44 billion, though that fluctuates with Microsoft’s stock price, as one component of the offer is in stock. 

windows_vista_logo.jpgANALYSIS: How much is $44 billion?  It was Warren Buffett’s net worth two years ago when he decided to give most of it (85 percent) away; it was reportedly the annual budget of the U.S. intelligence community in 2005; it would pay for a full five years Universal Social Security coverage for all uncovered state and local government employees; it’s the total amount spent on illegal immigration enforcement by the federal government over the past two years

Microsoft has decided to offer that much for Yahoo, but I like really out-of-the-box thinking 🙂  And today I read a better idea for that money.

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Tempted to “Skimp” on IT Security?

Posted on April 17, 2008 by lewisshepherd

FACT: According to a study presented at last week’s annual RSA Conference on cyber security, by Palo Alto Networks CTO Nir Zuk, “Users are routinely, and fairly easily, circumventing corporate security controls. And that is because traditional firewall technology was not meant to grapple with the diversity of Internet applications of recent years.”

ANALYSIS: Security has been an even hotter topic than usual for the past month, what with new national-level attention to cyber security and, for Microsoft, a culmination of sorts of various strands of effort into our new “End to End Trust” initiative.  My boss, Jim Simon, attended the RSA Conference in San Francisco, with his boss, Craig Mundie, Microsoft’s Chief Research and Strategy Officer.  Craig laid out Microsoft’s “End-to-End Trust” vision, designed to provide users more control over online and enterprise systems.  His keynote was widely covered (even by offbeat security blogs, like RiskBloggers.com) so I don’t need to rehash it.

Nir Zuk’s presentation was interesting – and not just because he’s one of the true pioneers of firewall technology.  He really understands secure enterprise environments, something I’m talking about increasingly with government organizations, who are learning the hard way the need to protect their data, apps, and computing platforms.  

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Google App Engine and the Gathering of Clouds

Posted on April 17, 2008 by lewisshepherd

How many Cloud Computing platforms would you say there are today? 

Some abhor the notion of there being multiple clouds – by this thinking there is only one “cloud” in an almost Zen manner, meaning “the grid” and the ability to reach in, somewhere somehow, and use someone else’s compute capacity, web apps, services, storage, etc.  Some others, however, as Amazon and others roll out their branded ability to do that reach, are beginning to call these “clouds” — I prefer to think about them as distinct platforms enabling cloud computing, but that’s starting to become a hazy definition. 

Next week the world will hear more about Microsoft’s Mesh strategy.

I feel like an observer out on a prairie on a hot summer afternoon, watching the sky as cumulo-nimbus shapes emerge and burgeon across the horizon.  The multiplicity is going to inevitably lead to feature differentiation, competitive marketing, a full hype cycle with naysayers and boosters (see Fortune magazine), down-market competition, shoddy wannabe clouds, boom and bust, market shake-out, etc. etc. – good times! 

How many such platforms (how many clouds) will there be in future?  How many should there be?  And if multiplication really occurs, is this any different from “utility computing” and aren’t we heading back to the days of the mainframe-model of time-sharing?

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Air Wars: the Air Force Takes Heat for its PR

Posted on April 16, 2008 by lewisshepherd

FACT: A heated online debate is erupting about a particular photo posted online, and the brouhaha around it focuses on whether or not classified details are contained therein, thus revealing them. 

ANALYSIS: Given that others are even now writing extensively about this photo and its controversy I thought I would add a couple of thoughts.  Don’t bother blaming me for linking to the photo, by the way; given the attention and reposting/rehosting it has already received, the glare of publicity can only serve to prod better security practices. 

I expect to see parody versions on Flickr soon, with “Area 51” touches.

And so to my related thoughts: recently, an active-duty USAF officer and regular reader emailed me about one of my posts concerning Rod Beckstrom and the new National Cyber Security Center, which he had not previously heard of.  He wrote that in discussing it with a colleague, the response was “I thought the Air Force Cyber Command already had the mission to coordinate all cyber security efforts.”

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Friendships and Professional Relationships

Posted on April 8, 2008 by lewisshepherd

FACT: The General Accounting Office has lifted a week-old ban imposed on IBM’s ability to win any new federal contracts (or work on new task orders for existing contracts).  But, according to ComputerWorld, “IBM still faces an investigation by the EPA as well as a federal grand jury probe over a bid for a contract at the agency in 2006.” The ban had been imposed because of significant problems in the process surrounding the $84 million Environmental Protection Agency contract, which the company lost last year. 

ANALYSIS: Now that the ban has been lifted, I am glad to relay the news — not only because I blogged about it when imposed but also because I admire IBM and its work for government. But the circumstances made me think about my own current set of relationships with former colleagues in the federal government.

According to the AP’s account of the agreement struck with IBM leading to the ban’s lifting, which I read in Enterprise Security Today, “Several IBM employees allegedly obtained protected information from an EPA employee, ‘which IBM officials knew was improperly acquired, and used the information during its negotiations to improve its chance of winning a contract,’ according to the agreement. Such an act violated federal procedures… IBM has placed five individuals on administrative leave pending its own internal investigation and any federal probe.”

I don’t have more to say about the issue per se, other than riffing on that human aspect of the affair to make a personal comment about my own experience since leaving the federal government’s payroll last December….

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Intriguing Politics – Social Media Discussion

Posted on April 3, 2008 by lewisshepherd

FACT:  The second International Conference on Weblogs and Social Media (ICWSM) wrapped up yesterday in Seattle. It was organized again by the Association for the Advancement of Artificial Intelligence (or AAAI), with co-sponsorship by Microsoft, Google, and several universities and Web 2.0 companies. The papers are already being posted online here, which is great as there were some very interesting topics explored. 

ANALYSIS:   One really thought-provoking theme was proposed by Matthew Hurst, a scientist at Microsoft’s Live Labs (and co-creator of BlogPulse), who was a participant on the “Politics and Social Media” panel.  He’s summarized his points on his own blog, but it’s definitely worth pointing out the key distinction he posed:

Firstly, politics is about scaling social organization. A premier can’t talk to every citizen, so s/he has lieutenant’s. They have their own underlings, and so on in a typical hierarchical/departmental structure. Social media, however, is all about individuals – we read entries in weblogs, etc. So, if a politician wants to connect via social media, isn’t there some sort of fundamental mismatch? Obama may have 20, 000 followers on Twitter, but how many comments has he left on blog posts?

Secondly, there is the issue of social media amplifying the polarization (or homophily) found in any topical community. Thus, individuals look around at their neighbours in the social graph and see much of what they themselves are made of.

This bottom-down, top-up dichotomy has been discussed more generally about social media and social networks (often drawing a sharp distinction between “old-media” and “new-media,” or more colloquially if imprecisely as between “the media” and “the web.”)

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Google’s Argument to Enterprise IT: “Trust Us”

Posted on April 2, 2008 by lewisshepherd

FACT:  Yesterday, Google’s Dave Girouard, VP of enterprise sales, gave a keynote speech on “The Evolution of Cloud Computing” at FOSE, a Washington trade-show focusing on federal government and military IT customers.  According to a Washington Post reporter’s blog account afterwards:

[Girouard said] “Google will have to do things differently” to work with defense and intelligence agencies, where data security and privacy are held to the tightest standards. But he argued that having information spread across hundreds of different servers is actually more secure than housing data on a few servers at a specific location. “Security is now more virtual than physical,” he said.

ANALYSIS:  The Google salesman (Girouard is VP of enterprise sales) was speaking at FOSE on the same day I made an April Fools blogpost featuring a lame “Cloud Computing” joke (see it here, come back when you stop laughing).  

This year I’m at FOSE as neither buyer nor speaker; the past couple of years I spoke at FOSE, as a DIA official, and I always enjoy walking the exhibit floor, plus I was curious about Girouard’s take on Google’s current move into the federal space.

To be honest I’ve met him before when he was with Virage and he’s a fine fellow, a good salesman.

The rhetoric of his main pitch, though, seems to be battling uphill, and I’m not sure he gets a nuanced distinction.

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Microsoft Research Reclaims Value of Pi

Posted on April 1, 2008 by lewisshepherd
pi-techFACT: Educators in the state of Alabama are chafing as the state celebrates a dubious anniversary: today marks ten years since the Alabama state legislature voted to change the value of the mathematical constant pi from 3.14159… to the “Biblical value” of 3.0.  Ramifications were felt across the state. 
Now, a team of Microsoft Research computer scientists have announced success in a groundbreaking effort to refactor the Biblical value, using modern high-performance computing hardware and machine-translation technologies on the original Old Testament texts.
  
ANALYSIS:  Looking back, an April 1998 issue of Science and Reason newsletter written by physicist Mark Boslough recounts the political and cultural battles which went behind the Alabama legislative change. The legislature of the “Yellowhammer State” justified the change by citing biblical injunction. As one supporter put it: “the Bible very clearly says in I Kings 7:23 that the altar font of Solomon’s Temple was ten cubits across and thirty cubits in diameter, and that it was round in compass.”

The use of “3.0” as the value of pi led to problems in schools, businesses, and local scientific pursuits, including a group of frustrated engineers at the NASA research facility in Huntsville.  According to NASA/Huntsville’s director of special projects “Dr.” Jim Simon (doctorate pending), “We had strayed from using our Microsoft software and instead had been trying to figure out how to use an advanced Google search platform, which was sold to us as a powerful Cloud Computing system.”

Unfortunately, that effort proved frustrating for the “rocket scientists” any time they used calculations involving pi, based on the Alabama-standard value of 3.0, mostly because they were under the mistaken impression that they were contractually barred from using Cloud Computing on any sunny days. Given the hospitable local weather that left them unable to use their computers for an average of 290 days each year.

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Media Says, IBM is Good for Government. Ah, Strike That….

Posted on March 31, 2008 by lewisshepherd

FACT:  Federal Times, which was first to break the story, is reporting this afternoon that “IBM has been indefinitely suspended from doing business with federal agencies, according to a General Services Administration Web site.”

ANALYSIS: People accuse me of being too cynical.

I admit, I am something of the opposite of the great line from This is Spinal Tap, when the David St. Hubbins character says, in the random interview clips at the end of the movie, “I believe virtually everything I read, … and I think that is what makes me more of a selective human, than someone who doesn’t believe anything.”

I do have trouble believing things I hear and read from most mainstream sources at first blush. 

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Do Voters Love the Candidates… or their Fonts?

Posted on March 29, 2008 by lewisshepherd

FACT:  John McCain, Hillary Clinton, and Barack Obama have chosen distinctively different typeface fonts for their campaign posters, bumper stickers, and TV-ad logos. 

font-gotham-obama.jpgObama uses sans serif Gotham.  McCain uses sans serif Optima. Only Clinton uses a serif, New Baskerville.  According to the Los Angeles Times yesterday, many typographers are following the usage choices closely, and now some political analysts are finding message in the medium; Obama’s choice is “the hot font of 2008,” Clinton’s font flourishes “conjure trustworthiness,” while McCain’s communicates an “old-fashioned yet quirky vibe.”

ANALYSIS:  Anyone who remembers their first experience with a personal computer’s word-processing program recalls that initial thrill when the realization hit: I can choose any font? I can choose any font!!!

Billions of funky emails, resumes, and yard-sale posters later, we’re all perhaps jaded by the profusion of font styles, and tend to have built up biases and defenses regarding certain looks.

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