Originally published in the May 1995 issue of Advanced Systems.
Commentary
Taking on Microsoft
It's time to rewrite the rules of the game. Here are some ideas that
don't depend on the Justice
Department.
By Karen Linn
I'm no fan of regulation. I think it impairs
progress, letting the players figure out how to fight today's battles while
the rest of the world marches on to the next competitive grounds. If the
software market as a whole, and the Unix vendors in particular, want to
take on Microsoft, it's time to re-invent the rules of the game. Here are
some subtle but crucial shifts in the industry that should force us in that
direction.
- Operating systems are becoming more cost- than value-add. When was the
last time you thought, "That application runs better because of POSIX
compatibility"? If a vendor suddenly introduced an operating-system
technology that fundamentally changed the way we code applications, or
reduced the cost of managing a distributed network, the cost-value pendulum
would swing back again. The gauntlet has been laid down: It's time for the
Unix campers to deliver the next wave. There are several signs of progress:
OpenStep (Sun's distribution of the Spring research OS) and most
interestingly, the Linux movement. It's time to move the operating system
wars to the next level -- application interoperability.
- Marketing and software distribution benefit from the flat namespace of
the Internet and the Web. Microsoft.com and Little-guy.com are just an ftp
-- the same ftp -- away. If you have a good product, it's easy to get it
into the hands of millions. Fighting over shelf space at retail outlets is
reliving a 1980s model of software distribution.
- Modularity is reducing the cost of entry for those new products.
Objects and OMG standards, OpenStep (again), STREAMS interfaces, and even
the interest in microkernel architectures -- all are forcing us to build
software that is self-contained and well behaved when placed in the same
box with other code. Modularity is possible with well-defined interfaces
between components. As long as there are strong, sufficient, broadly
defined standards, there will be competition for their implementation. If
you only have to do a small part of the whole solution to deliver value,
you can get in more cheaply. Why build a Microsoft Word competitor when
your brilliant idea is really for a table typesetter? Use OLE and just do
tables. If you fear Microsoft entering the transaction market, think about
where you could provide the same transaction vehicle more reliably or less
expensively. Increasing margin pressures should force competition on price;
pressures on timeliness and correctness force competition on features and
performance.
- Modularity wins when the components are well integrated. Modularity
buys you a measure of risk diversification -- if you don't like Vendor A,
you can buy from Vendor B, and the plugs will be about the same shape --
until you find out that your risk is diversified over zero products. (Know
anyone who standardized on DME?) IBM provided complete interoperability in
the mainframe data center. Microsoft provides complete interoperability on
the desktop. The Unix vendors need to move from diversification to
syndication -- spread the risk over several possible players, but also take
the lead in bringing them together and guaranteeing that they will work
together.
Regulation scares me because it sets a bad precedent. Does the government
have a place in regulating the best Internet providers or
the best cross-vendor interoperability tools? Unix came into the mainstream
market through technology leadership: It lowered costs and provided
flexibility. The Unix industry needs more of that leadership to compete
with Microsoft.
About the author
Karen Linn is the pseudonym of a Unix professional working for a computer
vendor.
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Last updated: 1 May 1995.