The bamboozle is over: Google’s Mantra is BS

February 1, 2010 3 Comments

Google is scary on many fronts; from the information they collect about their users to how they use their size/power to bully their way into markets.  While Platen has written about the evils of advertising based services and the power that Google (and Facebook) hold over their users, the mainstream media and “Wall Street” are in love with GOOG.  Why?  They are a money making machine with a cult-like following.  Search has become synonymous with Google.

What has Google really done?

Google Search and AdWords puts Inktomi out of business…YES
Google Mail ends Yahoo Mail’s dominance…NO
Google Docs ends Microsoft’s Office dominance…NO
Google Talk ends Skype’s dominance…NO
Google Chat ends Yahoo/AOL IM’s dominance…NO
Google Chrome ends IE/Firefox’s browser dominance…NO
Google Android ends iPhone’s dominance…NO
Google YouTube ends Hulu’s dominance…NO
Google Books ends Amazon’s dominance….NO
Google Nexus One ends iPhone’s dominance…Any bets?…NO
Google Orkut ends (take your pick)’s dominance…NO
Google Chrome OS ends Linux/Microsoft’s dominance…Any bets?…NO
And the list continues…

Has Google made a strategic mistake?

While Microsoft continues to fight Google on many levels, they are too polarizing of a company to be a fanatical threat to Google.  However, the same cannot be said about Apple.  Apple users are incredibly loyal, fanatical, and growing.  Additionally, Apple already has what Google wants and needs; OSX, iPhone, iPad, and i(whatever they want to build).   Google sees the future; it’s in mobile devices and owning the mobile OS and/or advertising platforms.  Apple has the devices, the store, and the platform to dominate.

After Steve jobs said, “…This don’t be evil mantra: It’s bullshit.” Google’s world is very different.  With a single OS upgrade, Google search becomes a memory on the iPhone.  Or, with a single purchase, iSearch is born.  Or, …

As Carl Sagan said, “One of the saddest lessons of history is this: If we’ve been bamboozled long enough, we tend to reject any evidence of the bamboozle.  The bamboozle has captured us.  Once you give a charlatan power over you, you almost never get it back.”

Google isn’t a non-for-profit, they aren’t the Gates Foundation; instead they are like any other corporation that seeks to maximize profits and shareholder value.  However, while IBM sells services, Cisco sells hardware, and Wal-Mart sells goods, Google needs YOUR personal information, YOUR habits, YOUR mood, YOUR clicks, and more to make money via advertising.

The bamboozle is over.

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Passwords: The keys to Unlock the Doors of Cloud Computing

January 26, 2010 1 Comment

Security remains a huge concern for cloud computing as-well-as for the entire IT industry.  While scanning the day’s headlines, I was struck by the following:

  • Who cares about disk encryption when a thief can just walk-off with 57 hard drives? (Source: Tennessee NewsChannel 5)
  • Who cares about strong passwords when “123456” is the most popular password? (Source: Imperva)

Have we become so dependent on technology that we have forgotten the basic principles of physical security?  Have users become so defiant to passwords and administrators become so tired of user complaints about strong/expiring passwords that we allow weak passwords to exist? 

For this article, let’s concentrate on exploring the password problem.  In the beginning, it was easy to remember a single username/password to the VAX/VMS system.  Today, you must remember 10s, 20s, or 100s of combinations of username/passwords across both work and home applications.  It has gotten so complex that we mindlessly store our “cloud” passwords within the browser, use the same combination over-and-over-again, “sticky-note” everything, or utilize a 3rd party password management program.  In fact, I’d love to see statistics of the usage of “click here if you forgot your username or password” links on websites.

In a world where we can barely remember a telephone number, how are we expected to create and remember strong passwords?  Are we really still debating the merits of Single Factor (SF) vs. Two-Factor (2FA) vs. Multi-factor (MFA) authentication?  SF is simply a username and password combination, 2FA requires the use of a pin and a synchronized number/word that displays on a key-fob, phone, software, voice, or text message and is single use, MFA requires SF or 2FA plus another layer of security such as a set of questions, another login or pin, or more.

The solution to this problem may lie somewhere between all three combined with a universal repository for identity management?  OpenID and Facebook Connect look promising but who do you trust?  What are the legal implications of turning to such a service?  Of a breach?   For the enterprise we have Aveksa, Novell, CA, Microsoft, and more but these systems must be purchased and implemented within individual companies. How well do they work within the world of public/private cloud computing?  Does anyone else remember the promises of SAML (Security Assertion Markup Language)? 

In the end, passwords are the keys to unlock the doors of the cloud computing revolution.  Without new approaches and solutions to this familiar problem, innovation may be slowed based on the fears and frustrations of users, corporations, and Governments.

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For the Datacenter, Forget E=MC^2, Sav= (MC^4+AV) Sec

January 25, 2010 Leave a comment

Why do we need Cisco UCS, HP Adaptive Infrastructure, IBM Stratus, Liquid Computing, and more? 

Savings equals…

Management
Management is a critical component of any datacenter.  A datacenter may be defined as a symphony of hardware and software spanning multiple disciplines that is expected to be “always-on” and never to fail.  If you couple this with advances in virtualization, the “green movement”, and the need to understand a complete Total Cost of Ownership (TCO) of datacenter operations, then management is the only answer.  Management is not intended to replace the human element, rather to augment it through automation that allows human beings to tame an ever complex environment.

Examples of this renewed interest in management are plentiful; HP buys Opsware and Mercury Interactive, BMC buys BladeLogic, Cisco partners with BMC, Cisco UCS Manager, EMC buys Configuresoft, Voyence, SMARTS, and Infra, and more.

Current
Current, also known as power, usage within the datacenter continues to increase at a staggering rate.  In fact, the price for said current may actually outpace both the IT equipment and the facility itself.  It’s not simply servers, but routers, switches, wan acceleration devices, security devices, sans, nas, lights, laptops, monitors, and more that cause the bills to continually increase.  Couple this with the additional demands of cooling and redundancy and you have a real crisis on your hands.

An example of changes in the industry may be seen in ActivePower’s efforts in the areas of power and environmentally friendly “green” solutions.  Additionally, we might have been given a glimpse to one answer to this problem, as Google has made a $10 million investment in eSolar; inventors of Utility-Scale Solar Power.

Cabling
Cabling is an essential ingredient to any datacenter design and one that has the potential to provide significant cost savings in the next generation datacenter.  It started with the blade server revolution including embedded switches, and may very well end with Cisco’s UCS, HP’s Adaptive Infrastructure, or IBM’s Stratus datacenter initiatives. 

Illustrating this point, Cisco has published a case study with Saint Joseph Health System (SJHS) in which the hospital claimed an 85% savings in cabling costs by using the Cisco Nexus equipment.

Cooling
Current generates heat, heat requires cooling, cooling requires current, and around-and-around we go.  In the old days, you simply purchased the appropriate amount of cooling to keep your datacenter at a cool and constant temperature.  Today, upwards of 40% of your datacenter energy bill is from cooling.  Additionally, we have “green” concerns and use PUE (Power Usage Effectiveness) and DCE (Data Center Efficiencies) metrics to calculate how well we are doing and compare datacenters against others.  Incidentally, chillers, humidifiers, and CRAC’s (Computer Room Air Conditioning) contribute handsomely to these calculations.

A concept called adaptive cooling is a promising technology to solve the cooling challenge.  The premise is today’s equipment manufactures build systems that are more reliable and are designed to “handle the heat.”  Sensors are used to form baselines and models that are used to optimize modern cooling techniques.  Yahoo improved cooling and energy savings of 31% by partnering with SynapSense.

Capacity
Once thought to be endless, datacenters are rapidly running out of capacity.  By capacity, I am referring to everything from floor space to power and cooling to facilities themselves.  This has lead to the innovation of a “datacenter in a box” which is offered by the likes of Sun, Rackable, HP, IBM, and more.  These containers allow datacenters to expand rapidly while offering innovative power and cooling options.  However, space alone won’t solve the capacity issue.  Therefore, the efforts by Cisco, IBM, HP, and others to create a new datacenter fabric that combines massively dense servers, storage, networking, security, and virtualization are so important.

Look no further than Facebook who has started construction on a custom datacenter with over 140,000 square foot capacity at a cost of $188 million.  Note that they are touting the efficiency of this new datacenter including the potential of power and cooling cost savings.

Agility
As Ronald Reagan famously said, “Mr. Gorbachev, tear down this wall!” so too can we proclaim the tearing down of the walls between the silos within the datacenter.  We no longer can allow storage, networking, servers, security, applications, facilities, and more to operate independently of each other.  By operating as a unified team, the datacenter becomes more agile, proactive, efficient, and better equipped to handle all challenges. 

Examples of this movement is detected within software vendors (BMC, HP) unifying the management of these disciplines and hardware (Cisco, Juniper, Brocade) vendors integrating the functions into a single chassis.

Virtualization
No equation of savings within the datacenter would be complete without discussing virtualization.  While the ideas of virtualization have been around for years, it’s the application of this technology that has changed the industry forever.  Advances in network, server, application, and storage virtualization impact cost savings across the equation.

Examples include VMware vSphere, Citrix XenServer, Sun xVM, Cisco UCS (Nexus 1000v), Arcadia (Cisco/EMC JV)

Security
Security has and will continue to be a major concern within the datacenter.  The number of attacks and sophistication of these attacks continues to rise.  With the advent of Cloud Computing or shared services running on a common platform, the potential risks of a security breach are enormous.  Additionally, security must span all the disciplines within the data center while taking into account user access/privileges, data (in-motion and at-rest), and more.  Finally, security must continue to evolve while adhering to compliance and regulatory pressures.

Recent activities in this area include Cisco acquiring Rohati, SAIC purchasing CloudShield, the growth of Tufin and AlgoSec, and next generation firewall providers such as Palo Alto Networks.

Filed under Cloud Computing, Management, Virtualization Tagged with , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Continued: Top Ten Things the “real” press writes or reports about that make me cringe

January 15, 2010 Leave a comment

The suspense is finally over, 6-10:

6.  TV Technologists
Have you ever tuned to a technology report on TV/Radio, or read one in print that made you question whether your entire career has been a waste of time?  After-all, home networking is too complicated, all you need is a simple desktop firewall to protect your home computer, TCP/IP is safe and secure, IPv6 is here, the robots are coming, and on and on and on.  It gets even worse when they try to explain technology and its implications to an already busy world; two examples are social networking or Google Wave.   Every time I fall into the trap of watching these luminaries, my wife has to remind me that this is for entertainment purposes only.  Take my advice, stick to celebrity reporting and leave the technology to the technologists.   

7.  Cisco
When it comes to Cisco, there are no shortages of opinions, pundants, supporters, and haters.  Over the years Cisco has built themselves into an incredible machine; development, sales, R&D, M&A, and Marketing.  Let’s face it, Cisco is the industry’s Moby Dick; chasing them does no good, fighting them barely dents their skin, disrupting them leads to punitive measures.   However, Cisco is at cross-roads of sort as their core business is under attack by their first viable challenger in years, Huawei.  Additionally, if servers, storage, networking, applications, security, and management truly combine, then they will be vulnerable to attacks from HP, IBM, and more.  The U.S. needs Cisco to succeed, but instead of being mesmerized by their machine, why not remain objective of their vision? 

8.  Lawyers and Judges discussing Technology
One of the scariest yet least discussed challenges facing technology is the legal system.  The speed of technology is outpacing both the U.S. legal system as well as our international counterparts.  Out dated laws and legal decisions are only part of the problem as often times there is a fundamental lack of understanding of the technology itself and its application.   For example, the very thought that the U.S. Congress can regulate the Internet is laughable at best and terrifying at worst.  Perhaps more of us technologists need to become lawyers…LOL.  When lawyers, politicians, and “government officials” opine about technology and its future, I head for the hills and turn the page.

9.  Linux on the Desktop
How many articles do we need about the viability of Linux and how it will revolutionize the desktop?  Do we really need to read about Ubuntu vs. Apple vs. Microsoft?  How about a 10 page expose about Chrome OS vs. Linux?  Have any of these writers actually attempted to use Linux on the desktop full-time?   As “bad” (satire) as commercial operating systems are, they are vastly superior to their Linux desktop alternatives.  Why?  It takes too much work (time) to keep Linux on the desktop working; updates, modifications, compatibility issues, and more.  Furthermore, the average user has no idea what they are doing and often times they will blindly follow instructions posted to a forum without understanding what they are doing to their computer system.  Finally, get Microsoft to release Office for Linux and the conversion becomes infinitely easier while Microsoft collects the billions of dollars of new revenue.

10.  Virtualization
What can’t virtualization do?  Doesn’t it solve fundamentally every computing problem ever discovered?  It renders operating systems useless?  It has solved the compute problem?  Why do I need a laptop or netbook when all I need is a USB stick?  Wait, wait, wait….If virtualization is truly the second coming of “fire” then why did VMware need to by Zimbra?  Stop the sensationalism and let’s come back to reality.  Where are the hard hitting articles about the reality of virtualization?  Management?  How about a shout-out to IBM and the mainframe?

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Top Ten Things the “real” press writes or reports about that make me cringe

January 7, 2010 3 Comments

  1. Cloud Computing
    I’m waiting for either MythBusters or Penn & Teller: BS to do an episode on Cloud Computing.  It’s not that I don’t believe in Cloud Computing or that I am not working towards making it a reality, but the fact is Cloud Computing is in its infancy and has a long way to go.  Unifying servers, storage, networking, security, management, and applications is not going to happen overnight.  I’ll shout from the mountain tops when the big boy application vendors are on-board and management is not an afterthought.
  2. Google
    Perhaps my days at Inktomi have jaded me, but “Google” is not worthy of sainthood.  If only Google made laptops, monitors, TVs, coffee makers, chairs, windows, doors, cars, laundry machines, and more, my life would be better.  After-all, anything Google does is better than you.  When will we read about their true motives; gathering as much information about you so that they can make as much money as they can from you via the advertisers.
  3. iPhone Killers
    How many iPhone vs. X stories will I have to review this year?   The iPhone has three things going for it:  Apple, AT&T, and iTunes.  Apple is on a roll that mirrors what Microsoft did in the 80s, AT&T’s network (GSM is global), although maligned, is the only network that has a chance to handle the iPhone’s incredible amounts of data traffic, and iTunes is an incredible marketplace of movies, TV shows, podcasts, applications, and more.  Perhaps “It’s the Applications Stupid” but Apple is definitely winning this battle; VHS vs. Beta anyone (experienced) or Blue Ray vs. HD DVD (still seasoning)?
  4. Microsoft
    It seems that impartiality is thrown out the window when you write about Microsoft.  Perhaps more polarizing than any politician, either you love ‘em or hate ‘em; Why?  Is it that Gates made too much money or Ballmer sweats too much or Ray is nuts or who do they think they are earning top margins on their software or is it something else?   Maybe Microsoft should take a lesson from Apple and rename their development efforts and code lines into cutesy animals like Zebra, Panda, and Kuala Bear; who can hate a Kuala Bear?  Like it or not, if the US is going to be a technology leader in the next century, Microsoft is going to be a big part of it.
  5. Top Companies to Watch Lists
    Does anyone bother to check these lists for accuracy?  Does anyone ever talk to the employees?  Free food equals the best place to work?  I remember a time when getting on the Red Herring list was the kiss of death.  Oh, the marketers love these lists and share them with the world, but do they really mean anything?  Of course, I’ve known a few people that will fire off their resumes to these companies, just in case.  I’ll admit that I read them too, but it’s more like reading celebrity gossip; mindless entertainment and/or here today gone tomorrow.

Hey, that’s only 5; stay tuned…

Filed under Cloud Computing, Fun, M&A Tagged with , , , , , , , , , , , , ,

2009: We Fooled You

December 31, 2009 1 Comment

As 2009 comes to a close, below is my very incomplete list of top “we fooled you” moments of 2009.

  • Cloud Computing trumps everything
  • Virtualization renders the OS irrelevant
  • Google “does no evil”
  • Cisco can’t grow or compete
  • Outsourcing isn’t forever
  • Chrome is better than Firefox or IE
  • Storm / Android beats the iPhone
  • Bobby (Foundry) would never sell
  • Huawei will falter
  • HP can’t catch IBM
  • IBM wouldn’t get back into networking equipment
  • Sun is dead
  • Open Source Software kills ISVs
  • Open Source Hardware dominates storage
  • Free Software – LOL
  • PBT vs. MPLS
  • Nortel would be saved
  • Web vs. traditional advertising
  • Juniper would never enter switching
  • Oracle is just a database company
  • Apple vs. Microsoft
  • Dell doesn’t care about services
  • IPOs are dead
  • Facebook is a fad
  • LTE is years away
  • Cisco UCS crushes HP, IBM, Dell, and more.
  • Business Intelligence wars would end
  • IPv6 – enough said
  • All start-ups need traditional VCs
  • Internet / IP Security is solid
  • Google Apps ends the need for Microsoft Office
  • Yahoo is dead
  • Linux Desktop vs. Apple and Microsoft

2009 was both an exciting and frustrating year for technology.  The battle lines are drawn for 2010 and I’m looking forward to a great and surprising year.

Happy New Year!

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Cisco’s fires warning shots at Google, Microsoft, …

November 10, 2009 Leave a comment

Over the years, we have watched Cisco launch new products with a marketing panache that few companies could match.  However, this week Cisco quietly launched 61 products centered on their ever expanding portfolio of collaboration technologies.  The importance of these announcements cannot be overstated, as we are watching Cisco’s long term strategy unfold before our very eyes.

What do WebEX, PostPath, Scientific Atlanta, Pure Digital Technologies, Unified Communications, and perhaps Tandberg have in common?  They spell out a strategy of collaboration and social networking centered on video and its delivery.  Whether the video, photo, or recordings take place on a hand-held device, a TelePresence conference, or a web camera, or a HD TV, Cisco is providing not only the transport but also the platform (aka software) or portal destination (WebEx).

While WebEx Mail is interesting as it demonstrates Cisco’s commitment to cloud based applications, I am far more interested in Cisco’s other new products namely; Cisco Show and Share, Cisco Enterprise Collaboration Platform, and Cisco Pulse.  Why?  While some have prematurely crowned Google Wave as the collaboration platform of the future, many Enterprises would rather maintain security, control, and freedom from using their employees as a giant pool for advertisement revenue. 

As Google continues to fight for legitimacy in the Enterprise, Cisco is clearly already a dominant force.  Furthermore, WebEx may be the perfect launching and test bed for these new ways of collaborating as it is trusted, reliable, and well refined.  Perhaps Cisco should consider expanding the WebEx brand allowing for a WebEx-I built within an internal cloud?  Perhaps creating a pre-packaged WebEx, Show and Share, and Enterprise Collaboration Platform conveniently hosted with VMs residing in a UCS-B platform, attached to a Nexus via a Unified Fabric, and on and on…

Of particular interest to me is Cisco Pulse as it combines the power of the network with the advantages of search.  Imagine being able to dynamically tag content as it passes through the network allowing users to actually find the information they are looking for at a later time.  If Cisco can add structure and classification to the tagged data, then they certainly have a winner.

Any discussion of the Enterprise is not complete without mentioning Microsoft.  While they have taken steps to shore up their Enterprise products, are they too focused on taking down Google?  Microsoft has the ability to not only innovate but to rapidly deploy those innovations within the largest Enterprises in the world.  In-the-end, Microsoft needs a way to shed the “Evil Empire” crown while articulating a vision that is exciting, bold, and fresh. 

Whether it is by acquisition or internal development, Cisco has never been afraid to disrupt or innovate across multiple markets.  How far will they go to own the next decade?  Will they pursue mobile devices?  Will they truly escape “the innovators dilemma?”

Traditional or Next Generation Software/Application Vendors beware; here comes Cisco.

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Android in the Enterprise: Forget About It

August 5, 2009 Leave a comment

Google has announced their intentions to add “enterprise features” into Android OS beginning with the ability to synchronize with Gmail, Google Docs, and Google Calendar. Are you kidding me?

First, Gmail, Google Docs, and Google Calendar are not enterprise-class applications. As an enterprise user of all three applications, I find them slow and light-years behind Microsoft Exchange/Office and even Open-Xchagne/OpenOffice.

Second, can you trust Android OS in the enterprise? If Google’s entire business model is based on advertising and data mining, what security risks does Android OS pose? RIM has spend years building up corporate trust and security controls that have proven themselves within the enterprise. With all Apple’s success, they have struggled to make deep inroads against RIM. Google will face the same challenges and more.

Borrowing the words of Donnie Brasco, Google….”Forget about it.”

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Services for Advertising; A Growing Evil

July 20, 2009 Leave a comment

It is time for we the people, to rise up against the Internet revolution’s disregard for privacy and lust for advertising. The Internet is a wonderful creation of human ingenuity. It connects us together and makes the world a little smaller, bringing together the human race as one. Facebook’s success is a testament to the desire of human beings to be and/or stay connected. Twitter is a lesson in voyeurism, allowing us to confirm that we are normal.

However, the Internet has a growing force of Evil that must be stopped; advertising. While advertising has been around “forever”, it has never been this focused or intrusive. The secret, is the middlemen crave as much information about us as possible in order to demand the highest price for ad placements. Name, address, phone, number, likes, dislikes, moods, emails, searches, posts, IMs, texts, places you go, people you see, worries, whereabouts, past purchases, wish lists, etc. are being stored on massive data warehouses where it is analyzed by sophisticated algorithms all in the name of ads.

While Google is the biggest of these middlemen, Facebook is rapidly becoming even stronger. Why? Well, Google learned from Yahoo that services (Mail, IM, etc.) simply do not generate enough revenue; advertising does. They have parlayed this one idea into a $135 Billion company. However, there is a limit to what Google can collect with their current services. That’s why they need to expand beyond the web to OSs such as Android and Chrome OS.

Meanwhile, millions of Facebook users willingly give up their personal information everyday. This allows Facebook to understand the pulse of the nation and world long before the polls can be tabulated. Your “friends” create intricate relationships on many levels that can be analyzed to detect patterns and buying criteria. Every link, every quiz, every note, every piece of flair, says something about you. The more they know, the more valuable the ads. I venture to say that Facebook has a chance to become bigger than Google; now that’s saying something.

Why is this so bad? It’s actually scary on two fronts. One, there is no way to opt-out of the system. In fact, it has become systemic; click-through agreements anyone? Where is the line? When do things get deleted? Are we being profiled? What if I don’t want my emails read by a computer? I don’t want my phone conversations scanned?

Two, I worry that the model is giving us the rope to hang ourselves. We are trading services for information and information for advertising. However, are we giving up too much of ourselves for the sake of free? Are we creating goods? Is the end result a few billionaires and some millionaires or an engine for economic growth?

In-the-end, Internet advertising is not going anywhere. In fact, the traditional media advertising giants are aggressively moving into this arena. The great IP convergence of Phone (VOIP), Internet, IPTV, Mobile Phone and Data, Games, and more, combined with the death of newspapers, magazines, and traditional television have made this a necessity. It is time for us to demand limits, transparency, and accountability for this new order of services for advertising.

Never forget the power we, the People, have because while they control the services and advertising, we control the power to say no. Without us the services will shutter and the advertising revenue will dry up leaving a wasteland of electronic trash.

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Forget Google Chrome OS: Root for Microsoft, Apple, and Linux

July 9, 2009 Leave a comment

Yesterday, Google announced their intention to release a new operating system designed primarily for Netbooks.  The new operating system, Chrome OS, will now compete against established Linux vendors as well as Microsoft for market and mind share.  While the initial reactions to this announcement were positive, I have a different spin.

This announcement underscores a major challenge at Google; they are a “one trick pony”.  Google is simply a giant advertising machine that needs critical inputs regarding our personal information to better serve their advertising clients.  While many individuals cling to an unhealthy affection towards Google, the truth is Google provides its services, search, mail, calendar, gears, etc. not for the sake of good, but for the sake of money.

At first, Google was satisfied with the collection of information via third party web browsers such as Firefox and IE.  However, their hunger for personal information led them to release an even more intrusive technology; the Chrome browser.  Now they crave even more information that can only be obtained via having access to everything; the Operating System.  By collecting all this personal information, whether it is scrubbed or not, Google can better profile its users and charge more to its advertisers.  It’s not simply a numbers game any longer as the quality of the information about your user population is as, if not more, important then the quantity; a lesson Facebook plays perfectly.

I’m rooting for Microsoft, Apple, and Linux to put Google’s Chrome OS back in its preverbal box. Google can keep Android, Chrome, Desktop Search, and anything else they desire to load on my personal computers to themselves.  Does anyone seriously think Microsoft did not see this coming?  If Apple released OS XI generically, would anyone care about Chrome OS?  Will Chrome OS make a dent in the fiercely loyal and growing Ubuntu population?

Google’s corporate motto may say “Don’t be evil”, but that’s like the pot calling the kettle black.  One person’s road to Evil is another one’s road to riches.

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