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IP: Don't Be A Deer


From: David Farber <dave () farber net>
Date: Fri, 22 Jun 2001 20:19:08 -0400



Date: Fri, 22 Jun 2001 21:20:03 GMT
From: dave () scripting com (DaveNet email)
Subject: Don't Be A Deer

DaveNet essay, "Don't Be A Deer", released on 6/22/2001; 2:20:19 PM Pacific.
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***Good afternoon

Good afternoon, a short piece before a summer weekend, some things to 
think about while gardening, beach-going and barbecuing.

Last weekend talks broke off between AOL and Microsoft on renewing their 
bundling deal for Windows XP. AOL has the content advantage and Microsoft 
has the technology and developer advantage. Microsoft knows how to entice 
developers into locked trunks, or at least they used to; and AOL has the 
huge Time-Warner content machine to churn out stuff for people to read, 
watch and listen to; but AOL is not a developer-oriented culture.

Earlier this week a group of Silicon Valley venture capitalists met with 
Microsoft to learn about opportunities developing around and on top of 
Microsoft's new platform based on Hailstorm, SOAP and XML. They took a 
poll of the attendees, forty percent said they'd be comfortable investing 
alongside Microsoft. That's either high or low depending on how you look 
at it. I think it's high.

Meanwhile the Smart Tags mess provides a clue to the way the new Microsoft 
will work. More and more over time they will restrict and contrain and 
mold the Web to offset AOL's content advantage. The big question is will 
AOL be able to meet Microsoft in creating relationships with developers? 
As much as I'd like to believe that AOL could, it's a fantastic 
operational and marketing company, they have little experience working 
with developers, on any basis, with lots of lock-in or lots of freedom.

So I've come to see the next few years as a period when the Web will fork 
into possibly three different incompatible environments: One dominated by 
Microsoft, one by AOL, and one not dominated at all. I will not of course 
develop for any dominated platform. I insist that the Web is the platform 
without a platform vendor. I encourage all others, Microsoft and AOL 
included, to get behind this idea because long-term that's how it will 
shake out.

Genies don't go back in bottles, Microsoft's glory days are behind them. 
Windows dominated in the early 90s because Apple and IBM left a vacuum and 
GUIs were at the leading edge and not yet a commodity. Now the Web is 
maturing, and no matter how much Ballmer screams "XML XML!" it either 
isn't going to happen or it isn't going to gel around Microsoft. Microsoft 
only knows dominance, they've proven it yet again, and XML is not about 
dominance, just as the Web could not flourish with the kind of control 
that Microsoft wants to impose now.

I am absolutely sure Microsoft will retract Smart Tags. Give it two weeks 
before the major non-AOL publications figure out what's going on. And 
don't forget the US government. I doubt if the White House or the Library 
of Congress want their websites annotated by a technology company. 
Remember they have tanks and nukes and trillions of dollars. Microsoft 
certainly has balls, but they must not understand how big the Web has gotten.

***Don't be a deer

This is not a good time to be a deer caught in the headlights. Remember, 
for all the supposed invincibility of Microsoft, they have never been able 
to blaze their own trail, they always needed something to catch up to, and 
of course now that is AOL. When past adversaries have lost to Microsoft 
it's because they let Microsoft call the shots. They waited for the dust 
to settle, and by the time that happened, their products were dead, their 
customers had moved on, and no one cared what they wanted. The list is 
long and well-recited.

However, in all the history, there's no example of an adversary of 
Microsoft's who truly zigged to their zag, took advantage of the 
opportunities they left behind, the unserved constituencies. Netscape 
never had anything to say to Web developers. Sun tried to lock-in the Java 
developers. It's never happened that an independent developer community 
really banded together, for the good of all, to offer a true alternative 
to what Microsoft was offering. Today Microsoft has more in common with 
Ashton-Tate, unable to thwart the herd of developers jumping ship. 
Microsoft brought the exodus on themselves, by crossing the will of the 
Java developers, and now by trying to lock innocent Web publishers, large 
and small, behind a wall of editorial annotation. They are always 
undermining developers as they hype up their love of developers. When will 
the rest of us get hip to this?

In today's scene, to zig to Microsoft's zag would mean applying enough 
resources, collectively, to produce several good alternatives to 
Microsoft's browser, ones which don't carry the lock-in burden and don't 
have to protect Microsoft Office. Such browsers would give more control to 
writers, designers and programmers, as Microsoft is taking 1984ish steps 
to take control for themselves, and would be a delightful writing tool far 
more appropriate to today's work environment than the aging and bloated 
Word, Powerpoint and Excel.

In other words, the opportunities for the technology industry have never 
been greater, but there's a lot of hard work to do, and you have to have a 
winning philosophy and excellent technology. To win now, you can't be a 
deer caught in the headlights, you have to stand tall, bet on technology, 
move with conviction and work with others.

That no Silicon Valley company, or group of companies, is in the running 
for the Leader of the Web is a clue. It's time for us to re-think, 
geographically and inclusively -- to work with other technology centers 
around the world, and offer a great alternative to Microsoft's lock-in. 
It's totally possible, there are no real secrets in what they're doing, we 
just have to have the will to win.

Dave Winer

PS: I've changed the tagline at the bottom of each DaveNet email. It used 
to say "It's even worse than it appears." Now it says "There's no time 
like now." Gotta change with the times. ;->

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(c) Copyright 1994-2001, Dave Winer. http://davenet.userland.com/.
"There's no time like now."



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