tag:blogger.com,1999:blog-79377496294451636552024-03-12T17:26:17.065-07:00HP Phenomenonchuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.comBlogger293125tag:blogger.com,1999:blog-7937749629445163655.post-77253731798194324022021-01-29T10:19:00.004-08:002022-12-17T17:53:32.886-08:00HP, Apple, and thoughts<p></p><div class="separator" style="clear: both; text-align: center;"><br /></div><b><span style="font-size: medium;"><br /> So, here's a sample of what's wrong with American Education</span></b><p></p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-xK8EDNqJXsQ/YBRMT1qaUoI/AAAAAAAADpA/XZSmqj_YfQcdgPddqOPFWyB1ItKVzVSLwCLcBGAsYHQ/Screen%2BShot%2B2021-01-29%2Bat%2B9.55.02%2BAM.png" style="margin-left: 1em; margin-right: 1em;"><img data-original-height="435" data-original-width="557" height="313" src="https://lh3.googleusercontent.com/-xK8EDNqJXsQ/YBRMT1qaUoI/AAAAAAAADpA/XZSmqj_YfQcdgPddqOPFWyB1ItKVzVSLwCLcBGAsYHQ/w400-h313/Screen%2BShot%2B2021-01-29%2Bat%2B9.55.02%2BAM.png" width="400" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;">Gurman works for Bloomberg; the <i><u>San Jose Mercury-News</u></i> just ran the story. But the <i><u>SJ Merc </u></i>added the headline, which is demonstrably stupid and wrong. Graduate of a local Bay Area school?</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">Moving past that <i>faux pas,</i> I was in a conversation with noted MIT researcher Charles Leiserson this week, and we were discussing his role in the CM-5, the first supercomputer to ever head the <b>Famous Fifty </b>list, cited in the last post re Rattner's key machines of the 1996 era. The CM-5 debuted in 1992, architected by Danny Hillis and Leiserson. It was the computer used for the movie <i><b>Jurassic Park,</b></i> even though the book cited Seymour Cray's X-MP.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">Here is a Web quote re the CM-5<div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-xcxsjcNxOq0/YBROsfujSeI/AAAAAAAADpU/UuNXQpDEn207j7z0tHhwN7NhmFxhx0wVwCLcBGAsYHQ/Screen%2BShot%2B2021-01-29%2Bat%2B8.28.12%2BAM.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="140" data-original-width="855" height="104" src="https://lh3.googleusercontent.com/-xcxsjcNxOq0/YBROsfujSeI/AAAAAAAADpU/UuNXQpDEn207j7z0tHhwN7NhmFxhx0wVwCLcBGAsYHQ/w640-h104/Screen%2BShot%2B2021-01-29%2Bat%2B8.28.12%2BAM.png" width="640" /></a></div>The surprise for me was when Leiserson held up his i-Phone 10, and said "this little baby outperforms that CM-5 in every dimension except size, weight, and cost. The first CM-5 cost $45 million, he averred, but the performance metrics of the $1,000 iPhone 10 exceed the CM-5 'significantly. WOW!</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">And I woke up this morning thinking about the combinatorics here:</div><div class="separator" style="clear: both; text-align: left;">1. The HP 35 handheld calculator was the "first mobile computer" of consequence, thanks to Hewlett</div><div class="separator" style="clear: both; text-align: left;">2. Wozniak worked for HP (and handhelds) and we struggled to see that this PC idea was valuable</div><div class="separator" style="clear: both; text-align: left;">3. My Logic State Analyzer team built the tools for HP Computer design, but also provided 50 of our top-end HP 1610As to Danny Hillis for the CM-1. It was our largest order to date, in 1978. $500K.</div><div class="separator" style="clear: both; text-align: left;">4. Rattner (an old HP guy) worked with Hillis and the CM-5, in designing the RED machine for NSF .</div><div class="separator" style="clear: both; text-align: left;">5. And now HP, with notable attempts and little success, in mobile computing platforms (e.g phones) is about to deliver a competitive supercomputer for $40 million, shades of the CM-5 in its day</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">And that reminded me of an Intel friend, Nathan Zeldes, who visited our horse ranch last year, and met my sister-in-law, who asked "what did you do at Intel?" He pulled out an iPhone, and said "ever seen one of these?" She was, like, "duh, of course" to which he said, "I helped design the first Intel chips for these things, and this computer in my hand has more compute power than the nation of Israel when I went to work for Intel. And now, with 900 million of these marvels in the world, we use them to argue with strangers and show pictures of cats."</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">This, some assert, is amazing progress</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><br /></div><p></p>chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-51261811470196415342021-01-29T09:52:00.001-08:002021-01-29T09:52:21.435-08:00What goes 'round, comes 'round . . . <p> The <i><b><u>San Jose Mercury-News </u></b></i>yesterday had two headlines that caused me to scratch my head . . . .</p><p>The first said "I-Phones top $100 Billion" but the story didn't support the headline. We'll discuss that in a subsequent post.</p><p><b>The second said "HP building new supercomputer" WHAT???</b></p><p>Here's a picture of the supercomputer headline and the first paragraph, along with a picture of "the machine" (must be a mock-up), followed by the citation</p><p></p><p></p><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-7GP951G1LwQ/YBQ6Q_GPq6I/AAAAAAAADos/HGa_jVbEkswlGVfr9YzWyv-v5huMPfIagCLcBGAsYHQ/Screen%2BShot%2B2021-01-29%2Bat%2B8.38.44%2BAM.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="441" data-original-width="417" height="640" src="https://lh3.googleusercontent.com/-7GP951G1LwQ/YBQ6Q_GPq6I/AAAAAAAADos/HGa_jVbEkswlGVfr9YzWyv-v5huMPfIagCLcBGAsYHQ/w605-h640/Screen%2BShot%2B2021-01-29%2Bat%2B8.38.44%2BAM.png" width="605" /></a></div><div class="separator" style="clear: both; text-align: center;"><span style="font-size: x-small;"><br /></span></div><div class="separator" style="clear: both; text-align: center;"><span style="font-size: x-small;">https://www.klove.com/news/tech-science/hp-building-new-supercomputer-to-be-one-of-world-s-fastest-19686 </span></div><br /><br /></div>Well, this is a fine "How Do You Do"? Who'd have thunk that HP, venerable tired phlegmatic HP, would be vying to build a supercomputer, not only such a machine, but a real live competitive machine.</div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><div style="text-align: left;">The <i>'deja vu'</i> of this announcement was, for me, incredibly auspicious. During my nearly 30 years at HP, of which some 23 were in Colorado, I spent two years working for NCAR because of my role with the Colorado Air Pollution Commission, circa 1970. That role led to discovery, the first discovery I hasten to note, that emphysema (now lumped into COPD) is NOT just a smoker's disease, nor even primarily a smoker's disease, despite fifty years of the American Medical Association, the American Lung Association, and the recently maligned Center for Disease Control (CDC) insistence that it accounts for 85-90% of all COPD victims. Pure bullshit, as can be demonstrated with any decent geospatial longitudinal study. And this fraud is still perpetrated on an unaware America (and world).</div><div style="text-align: left;"><br /></div><div style="text-align: left;">The <i>'deja vu'</i> part is that NCAR and the Colorado Dept of Health had practically no compute power in 1970. One IBM 360/40 if I recall correctly (though it might have been the scientific configuartion of the 360/44) and access to a CDC 6600, courtesy of Kaman Nuclear next door to our HP Colorado Springs facility. So when they handed me a stack of Z-fold paper with 2,754 names and 17 fields of data for deceased Colorado residents who were said to have died from emphysema, the question was "what do you do with this stack of stuff?"</div><div style="text-align: left;"><br /></div><div style="text-align: left;">Living in Colorado Springs, I had access to one of the first HP 9100A desktop calculators, and also to Lionel Baldwin's distance learning modules from Colorado State University (CSU) in Fort Collins, so I could take an advanced statistics course (I never liked that during my college days, but now I needed it)</div><div style="text-align: left;"><br /></div><div style="text-align: left;">With these tools, with virtually no one in the world possessed, except for the few hundred folk who had an HP9100 at the time, I was able to construct incredible graphs that demonstrated a different causal agent (in fact, several) that related to sub-micron particulate matter in a toxic gaseous environment--e.g. high mountain valleys with a local cement plant or lumber mill burning slash or with trapped auto exhausts. One particularly interesting finding--closed-cab air conditioned tractors with smoking drivers or alfalfa dehydrating plants were deadly on the Colorado plains. See, for example, https://www.researchgate.net/publication/236865558_Confronting_COPD </div><div style="text-align: left;"><br /></div><div style="text-align: left;">The response, I expected, would be "Wow, that is fascinating" but instead it was "Well, how could you do something like that--our computers don't show that." It was easy to ignore, and in fact, still is. People, very often among the smartest, really resist being shown a new way that contradicts their earlier skillset and learning. Didn't Thomas Kuhn write compellingly about such human behavior?</div><div style="text-align: left;"><br /></div><div style="text-align: left;">So, WHAT will NCAR do with this beast? I think of the week prior to the Katrina hurricane, when NOAA computers predicted the onslaught on New Orleans 96 hours in advance, but NASA (who was the 'climate' agency) forbid them to publish it. NASA's own computers did not predict the issue until 28 hours in advance, which was too late to get effective evacuations. NOAA, as it turned out, had better supercomputer technology at the time (NASA was loathe to discuss that, let me assure you), built by Intel's advanced projects team, led by Justin Rattner who had led NSF's ASCI RED supercomputer effort earlier. Rattner brought both groups to an Intel Fellows meeting, where we heard the story. The story, as you may surmise, never made the public press.</div><div style="text-align: left;"><br /></div><div style="text-align: left;">His success, though, did get noticed. <span style="font-family: ProximaNova;">In December 1996, Rattner was featured as Person of the Week by ABC World News for his visionary work on the Department of Energy ASCI Red System, the first computer to sustain one trillion operations per second (one teraFLOPS) and the fastest computer in the world between 1996 and 2000. In 1997, Rattner was honored as one of the Computing 200, the 200 individuals having the greatest impact on the U.S. computer industry today, and subsequently profiled in <i><u>Wizards and Their Wonders</u></i> (ACM Press). </span>See https://www.huffpost.com/author/justin-r-rattner </div><div style="text-align: left;"><br /></div><div style="text-align: left;">I cannot help but add two postscripts here:</div><div style="text-align: left;">1. Rattner worked for HP Computing in the early days (and PARC) before joining Intel in 1973. </div><div style="text-align: left;">2. And three people from HP in 1997 were honored in that ACM book, Wizards, for the "200 in America who made computing". Packard, Hewlett, and House (yup, me, imagine). Should have had Birnbaum and Worley for sure. John Cocke, who did the RISC work for IBM working for Joel, is in.</div><div style="text-align: left;">See https://www.amazon.com/Wizards-Their-Wonders-Portraits-Computing/dp/0897919602 </div><br /></div><br /><br /><p></p>chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-20895421350944887652021-01-09T11:40:00.005-08:002021-01-09T11:40:59.774-08:00Fault tracing<p> Years ago, maybe even eons ago, I and a few others at HP Colorado Springs spent time trying to 'Chase Glitches" The idea was that in the newfangled digital circuits of the day, the gremlins causing the 'real problems' were glitches, transient spikes of energy usually attributed to mis-designed logical paths, or to "race conditions" that had long bedeviled IBM mainframe designers of synchronous circuitry abetted by careful attention to wire cable lengths and timing diagrams for fast logic circuitry.</p><p>Bill Farnbach, a brilliant designer in our sampling 'scope labs understood this problem from a different standpoint, which was that we needed to ignore these spikes and look ONLY where conditions were stable, after a switching event had 'settled down' -- this of course became the basis for HP's valuable Logic State Analyzer approach, and a couple of generations of logic designers got 'relief' from the worst of these transient behaviors.</p><p>But this is not a universal panacea, and HP Colorado Springs has continued to be on the forefront of dealing with these issues, even supplanting the 'old standard' Tektronix in this arena. And a couple of weeks ago, at Greg Peters' urging, I made contact with Brad Doerr, the site manager for HP Colorado Springs, who graciously took me through a tour of their amazing new "Fault Tracer"</p><p>Talk about a versatile solution. This is essentially a fully tailorable 'trigger system' for a 'scope (analog) display, or a logic analyzer (state) display. The trigger shape, pattern, magnitude, directionality, and duration can all be controlled by the operator -- what we in the olden days would have called a "do-all" trigger function. I was mesmerized. The world has definitely evolved from the simple one I knew.</p><p>I am attaching the first page of a once-confidential document that describes this for your reading interest. And I thank Greg and Brad for their patience with my questions about it. </p><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-qCLVArUflXA/X_oGQZxchBI/AAAAAAAADlA/uCFU1ye1Ex0Iv3KfIf_-il3nkbAN6_Y4wCLcBGAsYHQ/s565/Fault%2BHunter.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="565" data-original-width="508" height="640" src="https://1.bp.blogspot.com/-qCLVArUflXA/X_oGQZxchBI/AAAAAAAADlA/uCFU1ye1Ex0Iv3KfIf_-il3nkbAN6_Y4wCLcBGAsYHQ/w576-h640/Fault%2BHunter.png" width="576" /></a></div><br /><p><br /></p><p><br /></p>chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-32040359509830220102020-12-14T21:19:00.004-08:002020-12-14T21:19:54.144-08:00That kindly 'uncle Dave' and some pithy notes<p>Cleaning up some old files, and getting ready for yet another personal move (this time from California to Washington to be nearer to our grandchildren), I found some vintage David Packard memos.</p><p>Many folk who joined HP from about 1971 onward (about the time Packard was returning from the Defense Department) had this view that Packard was a demi-god, with wisdom and perspective, to whom we could all turn for advice and assistance. Not exactly doddering, but beneficent and kindly. </p><p>Old-timers knew better, and one shared two notes with me (that should have been included in <i><u>The HP Phenomenon</u></i>, but weren't). Dave's handwriting was not exactly fine penmanship, but it certainly conveyed authenticity.</p><p>The third note came out n 1991, near the end of Dave' s 'tour of duty' at HP, when a San Jose <u><i>Mercury-News</i></u> story described HP origins without asking Dave. </p><p><br /></p><p>Note 1: Sent to Al Bagley, General Manager of the F&T division, circa 1957: <i><b>"Bagley This is both a waste of money and a violation of policy! DP</b></i></p><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-g_Jiu9phdKU/X9hC3fNlE3I/AAAAAAAADfI/-C_GJUowKwkgdB974yZnMGR1LVuth2JowCLcBGAsYHQ/s430/Packard%2BBagley.jpeg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="430" data-original-width="290" height="400" src="https://1.bp.blogspot.com/-g_Jiu9phdKU/X9hC3fNlE3I/AAAAAAAADfI/-C_GJUowKwkgdB974yZnMGR1LVuth2JowCLcBGAsYHQ/w270-h400/Packard%2BBagley.jpeg" width="270" /></a></div><div class="separator" style="clear: both; text-align: center;"><span style="text-align: left;">Note 2: Note to WFC (Frank Cavier, CFO) and Van B (Ed van Bronkhorst, Corp Treasurer) and Jack Brigham (Corp Sec'y), circa Packard's chief nemesis--Excess Inventory. He used these examples for the 1966 tour around the company, and again in 1973 to stop HP from borrowing money. This note is undated, but said to be from the latter "Give 'em Hell" speeches he led (against Hewlett, no less).</span></div><div class="separator" style="clear: both; text-align: center;"><span style="text-align: left;"><br /></span></div><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-v-fa8i00lAw/X9hDfObBMzI/AAAAAAAADfY/-GbmoCgunsEazRn1dLJZu_1PR_H88sFcgCLcBGAsYHQ/s784/Packard%2BCavier%2B2.jpeg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="598" data-original-width="784" height="305" src="https://1.bp.blogspot.com/-v-fa8i00lAw/X9hDfObBMzI/AAAAAAAADfY/-GbmoCgunsEazRn1dLJZu_1PR_H88sFcgCLcBGAsYHQ/w400-h305/Packard%2BCavier%2B2.jpeg" width="400" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;">And, years later, still strident, in a note to a young, hapless PR woman:</div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-2BhPA40fg-w/X9hF32Yx2zI/AAAAAAAADfw/nJdC7teGAN4zxPakuLbKTa7Hg-5a5Np3wCLcBGAsYHQ/s784/Packard%2BMyth%2B1.jpeg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="784" data-original-width="598" height="640" src="https://1.bp.blogspot.com/-2BhPA40fg-w/X9hF32Yx2zI/AAAAAAAADfw/nJdC7teGAN4zxPakuLbKTa7Hg-5a5Np3wCLcBGAsYHQ/w488-h640/Packard%2BMyth%2B1.jpeg" width="488" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><span style="text-align: left;"><br /></span></div>chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-54766697696359406302020-12-04T22:30:00.001-08:002020-12-04T22:30:41.685-08:00HOUSTON? Honestly, Dorothy, we're not in Kansas any more<p> HOUSTON? Really? It was bad enough when Palo Alto was forsaken by HP (or was it HPE?), arguing that San Jose was more 'hospitable'. But Houston? So Compaq finally won after all? Even though the Compaq products are more significant for HP Inc. than for HPE?</p><p>Oh, sorry, I forgot that Tandem, another Bay Area start-up, is the chief residual product family for HPE, and that was acquired for HP via the Compaq acquisition (or merger, or take-over . . . ).</p><p>So the San Jose Mercury-News story spends much time explaining that the "new San Jose" headquarters will now be repurposed to become the lead for HP Labs and a host of researchy-like things, and TRUST US, the employment in the area will NOT BE AFFECTED. Right, except maybe for the salary ranges.</p><p>And the Houston Chronicle spends much time saying that even though it won't change employment in Houston either, it will be "A RENAISSANCE" for the area, since HP is such a bellwether attraction for other company leaderships. Really? Google might be, but HP? These days?</p><p>The Washington Post had a somewhat different slant on the story. It foretells a MUCH LARGER HPE Houston <span style="font-size: x-small;"><a href="https://abc13.com/hp-enterprise-moving-headquarters-from-california-to-texas-spring-tech-giant/8421335/">https://abc13.com/hp-enterprise-moving-headquarters-from-california-to-texas-spring-tech-giant/8421335/</a> </span>Since they quoted CEO Antonio Neri, it might be closer to the truth:<span style="font-size: x-small;"><i> <span style="color: #2a2a2a; font-family: georgia, "Times New Roman", serif;">“As we look to the future, our business needs, opportunities for cost savings, and team members’ preferences about the future of work, we are excited to relocate HPE’s headquarters to the Houston region,” CEO Antonio Neri said in a written statement Tuesday.</span></i></span></p><p><i><span style="color: #2a2a2a; font-family: georgia, "Times New Roman", serif;">I don't quite understand the comment:"team members' preferences about the future of work" Wasn't it HP that Rob Enderle extolled in <u>ComputerWorld </u>in May about "remote work"? Rob is that rare commentator who still says what's on his mind without regard for politics. <span style="font-size: xx-small;"><a href="https://www.computerworld.com/article/3546255/the-hp-example-how-to-do-collaboration-and-remote-work-right.html">https://www.computerworld.com/article/3546255/the-hp-example-how-to-do-collaboration-and-remote-work-right.html</a> </span> Title: </span></i><span style="background-color: white; font-family: myriad-pro-condensed, "Helvetica Neue", Helvetica, Arial, sans-serif, sans-serif; letter-spacing: -0.5px; word-spacing: 2px;"><span style="color: #2b00fe;">The HP example: How to do collaboration and remote work right </span></span><span style="background-color: white; font-family: myriad-pro, "Helvetica Neue", Helvetica, Arial, sans-serif, sans-serif;"><i style="color: #7f7f7f;">First Sentence: </i><span style="color: #2b00fe;">Companies that figure out how to carry on successfully with a distributed workforce can emerge from the ongoing pandemic stronger than before. HP offers lessons on how to do that." </span><span style="color: #990000;"><b>Note that he did NOT say, "by moving to Houston"</b></span></span></p><p><span style="background-color: white; font-family: myriad-pro, "Helvetica Neue", Helvetica, Arial, sans-serif, sans-serif;">So. lessee, now. Agilent moved to Santa Clara from Palo Alto; Keysight moved from Santa Clara to Santa Rosa; HPE moved from Palo Alto to San Jose to Houston. Oh, yes, there is still HP Inc. (or HP INK, as some call it). and it's still in Palo Alto, right?</span></p><p><span style="background-color: white; font-family: myriad-pro, "Helvetica Neue", Helvetica, Arial, sans-serif, sans-serif;">Would Hewlett and Packard be rolling in their graves? Or had they long since quit worrying?</span></p>chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-53345830265853400712020-12-04T22:02:00.003-08:002020-12-04T22:02:41.279-08:00Where has the time gone? And where did "Free Ink" go?<p> There undoubtedly are those who think this Blog has ended (some might say, mercifully). SURPRISE!</p><p>I'm still alive and kickin', a Covid bout in March notwithstanding, and still interested in things HP. It's just that my connections with the company have been much more modest in recent years, and if there's nothing to say except pass along Obituaries of PIPs (Previously Important People), it seems almost wasted ink.</p><p>Oh, THERE's a topic. INK, as in HP Ink-Jets and derivatives. Chris Goward, who runs a fabulous consulting firm called WiderFunnel, recently interviewed Anthony Napolitano, who runs the HP service business regarding "Ink as a Service". See the short Facebook clip showing Anthony and the idea: <a href="https://www.facebook.com/watch/?v=303711624104243">https://www.facebook.com/watch/?v=303711624104243</a></p><p>I did a most enjoyable workshop for VP Steve Nigro and about 100 HP execs in the printing world in 2013. Steve retired from HP in 2019. Many know of Steve's impressive resume: </p><p><i style="font-family: times;">Stephen Nigro is an industry veteran who has spent more than 37 years at HP working in a variety of capacities, most recently as President of 3D Printing, overseeing the global build out and execution of that business segment. Prior to that, Nigro was Senior Vice President of Imaging and Printing, leading all of HP’s printing businesses including HP Inkjet, HP LaserJet and HP Graphics.</i></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 0px; box-sizing: border-box; line-height: 1.4; margin: 0px; outline: 0px; padding: 0px 0px 1.75em; vertical-align: baseline;"><span style="font-family: times;"><i>Other senior leadership positions at HP that were held in the past by Nigro, included Senior Vice President of Inkjet and Graphics business, Senior Vice President of Retail and Web Solutions, Senior Vice President of Graphics and Imaging, and Senior Vice President of Technology Platforms.</i></span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 0px; box-sizing: border-box; line-height: 1.4; margin: 0px; outline: 0px; padding: 0px 0px 1.75em; vertical-align: baseline;"><span style="font-family: times;"><i>Most notably, Nigro led the creation of the graphics arts business, 3D business and expansion of HP’s global inkjet business.</i></span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 0px; box-sizing: border-box; line-height: 1.4; margin: 0px; outline: 0px; padding: 0px 0px 1.75em; vertical-align: baseline;"><span style="font-family: times;"><i>Nigro holds a Masters in Electrical Engineering from Stanford University and a Bachelors in Mechanical Engineering from UC Santa Barbara.</i></span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 0px; box-sizing: border-box; line-height: 1.4; margin: 0px; outline: 0px; padding: 0px 0px 1.75em; vertical-align: baseline;">Out of that workshop, the "Ink as a Service" idea gained strength, and Napolitano has led it since. I was invited to become a 'charter member' and we in fact did use it for awhile, but it was designed for the casual home-user (as in 15 pages per month), and we are prodigious users of HP printers and ink for reasons I'll spare you for now.</p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 0px; box-sizing: border-box; line-height: 1.4; margin: 0px; outline: 0px; padding: 0px 0px 1.75em; vertical-align: baseline;">Then along came the Marketeers, and it became "FREE INK FOR A LIFETIME" (which, for our usage would have been welcome indeed--we spend ten times the our printers' cost for ink for them annually).</p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 0px; box-sizing: border-box; line-height: 1.4; margin: 0px; outline: 0px; padding: 0px 0px 1.75em; vertical-align: baseline;">But today, comes this surprise announcement (granted, it is from Apple News, and hence suspect)" <a href="Read in Mashable: https://apple.news/AWfe5V5WMTRa3OEuTGlImyQ">Read in Mashable: https://apple.news/AWfe5V5WMTRa3OEuTGlImyQ</a></p><header class="article-header" is="" style="background-color: white; color: #131516; font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 13px;"><div class="article-info" is="" style="margin: 28px 28.1562px 28px auto; max-width: 625px; position: relative; transition: margin 0.2s ease 0s; width: auto;"><span class="byline " is="" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; display: inline-block; font-family: ProximaNovaBold, Helvetica, Arial, sans-serif; font-size: 1.1rem; left: -155px; padding: 10px; position: absolute; text-align: center; text-transform: uppercase; top: -10px; width: 120px;"><span class="author_name" is="" style="display: block; margin: 7px 0px;">BY <a href="https://mashable.com/author/rachel-kraus/" is="" style="color: #012e4f;">RACHEL KRAUS</a></span><time datetime="Sat, 05 Dec 2020 01:11:50 +0000" is="" style="border-top: 1px solid rgb(204, 204, 204); color: #767676; display: block; font-family: ProximaNovaRegular, Helvetica, Arial, sans-serif; font-size: 1.1rem; font-weight: bold; line-height: 14px; padding-top: 6px;">4 HOURS AGO</time></span></div></header><section class="article-content blueprint" is="" style="background-color: white; margin-left: auto; margin-right: 28.1562px; margin-top: 1em; max-width: 625px; transition: margin 0.2s ease 0s; width: auto;"><p style="margin: 0.75em 0px 1.5em;"><span style="color: #990000; font-family: helvetica;">It turns out HP's <a href="https://www.pcmag.com/how-to/how-to-save-money-with-hp-instant-ink-and-other-low-cost-printer-ink-programs" target="_blank">"free ink for life" plan</a> wasn't actually "for life."</span></p><p is="" style="margin: 0.75em 0px 1.5em;"><span style="color: #990000; font-family: helvetica;">HP recently informed Instant Ink plan customers that after just three years, it was ending its "free ink for life" deal, <a href="https://www.consumerreports.org/printers/hp-ends-free-ink-for-life/" target="_blank">according to <em>Consumer Reports</em></a>. It becomes not-so-free as of Friday.</span></p><p is="" style="margin: 0.75em 0px 1.5em;"><span style="color: #990000; font-family: helvetica;">What was this deal? The company remotely monitored printer buyers' ink usage (creepy!), and sent a "free" cartridge when they were running low...with some caveats.</span></p><p is="" style="margin: 0.75em 0px 1.5em;"><span style="color: #990000; font-family: helvetica;">Printing (and ink) was not unlimited. Users were allowed to print 15 pages per month. Subscribers also had to have a credit card on file with HP. If you went over 15 pages, HP would charge you a dollar for 10 additional pages. </span></p><p is="" style="margin: 0.75em 0px 1.5em;"><span style="color: #990000; font-family: helvetica;">Oh, another fun component of the plan: Every five pages, HP would PRINT AN AD on your printer. Don't worry, the ad wouldn't count against your quota. Phew!</span></p><p is="" style="margin: 0.75em 0px 1.5em;"><span style="color: #990000; font-family: helvetica;">But now those halcyon days are gone. HP will charge participants in the program 99 cents per month for their 15 pages. Sure, nearly $12 a year doesn't sound like a lot, but, again, they signed up for FREE ink for life.</span></p><p is="" style="margin: 0.75em 0px 1.5em;"><span style="color: #990000; font-family: helvetica;">There are tiers that cost between 99 cents to $24.99/month for more pages, based on your printing needs. One positive change to the plan is that you can roll over your unused pages up to a cap.</span></p><p is="" style="margin: 0.75em 0px 1.5em;"><span style="color: #990000; font-family: helvetica;">The bait-and-switch "free ink for life" deal is just the latest trick pulled by HP (and other printer companies) to make as much money as possible from their machines. Writer Cory Doctorow <a href="https://www.eff.org/deeplinks/2020/11/ink-stained-wretches-battle-soul-digital-freedom-taking-place-inside-your-printer" target="_blank"><ins>broke down</ins></a> how HP has milked its customers dry with “security chips” in ink cartridges that stop your printer from working if you try to use (cheaper) ink from a third party.</span></p><p is="" style="margin: 0.75em 0px 1.5em;"><span style="color: #990000; font-family: helvetica;">Printer makers face the same challenge as every other hardware company: How to get people to keep spending money once they've made the initial investment. The winning formula is subscriptions, which is why you see tiered pricing plans for everything from fitness classes on Peloton to cloud storage from Apple. So, of course, Big Printer is in on the action.</span><span style="color: #131516; font-family: Helvetica Neue, Helvetica, Arial, sans-serif; font-size: 1.6rem;"> </span></p></section><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 0px; box-sizing: border-box; line-height: 1.4; margin: 0px; outline: 0px; padding: 0px 0px 1.75em; vertical-align: baseline;">We've been tempted but never tried to use (cheaper) ink from a third party, so I don't know if my workhorse HP 8600 OfficeJet Pro (or my wife's either) have these reputed 'security chips' installed. I do know from bitter experience at several past companies that our HP printers have been far more reliable and dependable than those that places like Stanford have tried for cost reasons. But I bridle (or is it bristle) when someone asserts that the machine is set up to detect 'false ink' whether in fact it is or not. Shades of the Shell gas truck stopping to fill the reservoir at 7-Eleven, but your Shell card doesn't work.</p>chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-73840980732507663722016-12-15T19:52:00.002-08:002016-12-15T19:52:26.718-08:00Roy Clay with Dave PackardOne of the curious things about HP's entry into computing is that neither of the founders seemed particularly stimulated about being in that business. It was the fastest growing, most 'high tech' of the businesses emerging after World War II, but HP assiduously avoided joining the fray. It wasn't for lack of talent. Doug Engelbart hired into HP in 1957, only to discover that Hewlett in particular and Barney Oliver (running HP Labs) weren't interested. He quit the next day, and found work at what became SRI, where he pioneered much of the modern PC world, starting with the mouse and networks.<br />
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They nearly let Kay Magleby go, but by defining the first HP computer as an Instrument controller, Packard was appeased enough to let the project proceed. Clay would run afoul of Hewlett on several occasions, one being Clay's penchant for playing early morning golf before coming to work. As Clay told us two days ago, he liked a 6:00 or 6:30 am starting time, which allowed finishing by 9:30 or so, and getting to work by noon. Hewlett was incensed when he learned from son Jim what they were doing. Jimm working for Clay, also liked golf as it turned out. Vindication for Clay and his team came when one night about ten pm Hewlett's home machine failed, and they answered his call to the plant since they were still working.<br />
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Magleby and Clay would go on to hire Jimmy Treybig, Jim Kasson, Mike Green and others who later formed the Tandem founding team when Hewlett got nervous and cancelled the Holiday Inn order because it was "too much business and not enough scientific"<br />
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Top managers for the computer group at HP were on a merry-go-round. First Bob Grimm, then Jack Melchor, then Tom Perkins, then Clay on an interim basis awaiting George Newman, followed by Carl Cottrell and Bill Terry before Paul Ely--eight GMs in five years, a worse record than HP CEOs since Carly. Magleby gave up when Perkins was hired; Clay gave up when Newman was hired. Perkins started a fabulous VC firm when he left, and promptly hired all of Clay's team, using Clay as an advisor. <br />
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Packard was away at the Defense department for President Nixon; when he returned, he asked Clay to return to HP "to get us out of computing altogether"--this mere months before the disastrous HP 3000 introduction in autumn 1972. When Clay refused, Packard wouldn't talk to him for five years. And then Paul Ely proved to be the right selection, and the rest, as they say, is history.<br />
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No wonder these names aren't enshrined--HP for several years was just 'not sure' whether this was a good idea. And the cultural clash was profound as well. Years later, both Hewlett and Packard would agree that actually they were timid, to say the least--Packard volunteering, "Well, we didn't really louse it up too badly." Small solace for those who worked so hard to make HP successful in this game.chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com2tag:blogger.com,1999:blog-7937749629445163655.post-41458250493248505452016-12-14T22:53:00.002-08:002016-12-15T18:37:11.865-08:00Interview with Roy ClayRoy Clay, one of HP's unsung heroes,was beaming yesterday afternoon when I walked in. He lives in Montclair, CA up above the Oakland Hills looking out across San Francisco Bay. It's a pleasant modest home, up a winding curvy road that would be envied in Monaco. He was seated in a wheelchair--at 88, he told me he was 'glad to be here,' that he felt a couple of years ago that he might not be.<br />
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The smile was the same as always; his shy but clear eyes and soft voice belied his strong handshake. We'd last met a few years ago--maybe twelve--when Ray Price and I were doing research for our book, <i><b>The HP Phenomenon</b></i>. Which, by the way, is still selling, and seems to have gotten a bit of rejuvenation with the new publishing of Robert Burgelman, Webb McKinney and Phil Meza's book about HP CEOs, <i><b>Becoming Hewlett-Packard. </b></i><br />
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For that interview in 2004,we did not have the benefit of much background material on Roy, but the past decade has been good for getting his legacy more firmly grounded. And this time, with the enthusiastic support of Gardner Hendrie, a long-time <i>Computer History Museum</i> (CHM) devotee and the inventor of the first 16-bit minicomputer in the world (HP's was second), we managed to get a video crew into Clay's home to record his recollection of some of the tumultuous times and innovations that he experienced.<br />
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Clay was granted an op-ed piece in the San Jose Mercury-News in 2014, speaking to the Michael Brown shooting in Ferguson, Missouri. Headline:<i> "It could have been me!"</i> Clay indeed was arrested, handcuffed, and hauled out of town when a teen-ager just after World War II--fearing for his life. A few years later, he was the first African-American (not called that, then) to graduate from St. Louis University, in mathematics. He eventually found work at the fabled Lawrence Radiation (Livermore) Labs, but in the 1950s, blacks weren't allowed to buy a home in the Livermore Valley, so he commuted from San Francisco. He recalled three other African-Americans on the staff at LRL.<br />
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A new opportunity opened in Palo Alto in 1962, when Minnesota-based start-up Control Data opened a software research center. Clay not only was the first black hired in 'high-tech' in what would become Silicon Valley, he was the first CDC hire in Palo Alto, and CDC was the first computer company in the Valley building 'true computers' (IBM of course was already in the Valley, but only with a peripherals division, one that would invent nearly all disc drive technology). Clay soon found that nothing important was going to happen in Palo Alto for CDC--everything of consequence was in Minnesota at headquarters (premonition of Xerox and XeroxPARC?) or at Seymour Cray's home in rural Wisconsin.<br />
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So he answered a small advertisement in the Palo Alto <i>Times </i>for a 'systems programmer' for Hewlett-Packard, and after a couple of interviews, Dave Packard and Kay Magleby hired him as HP's first professional software developer, and first professional African-American. Clay recalled for us when he met Art Fong, HP's first Asian-American professional who had started for HP twenty years earlier. Clay averred that Packard was merit-based and certainly 'color-blind' -- quite a trait for those times.<br />
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Our book mentions Clay's role several times, and is to date the only HP-based book that does so. But we did not realize the degree to which Clay influenced things at a time that HP was pretty nervous about being in the computer business. We'll cover some of that in subsequent posts, but for now, let me just note a couple of other factoids.<br />
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Clay nurtured other African-American colleagues, including Ken Coleman in his early career. And Clay became Tom Perkins' 'go-to' guy for a while on Venture Capital 'evaluations,' especially for Tandem Computer since most of their early team came from HP, and in fact Clay had hired them.<br />
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We tallied it up--Clay was early at CDC and HP, and evaluated Tandem, Intel, and later Compaq for Perkins, and he trained Coleman who in turn was instrumental at Silicon Graphics and Apple, and Coleman's wife was likewise at Software Publishing which spawned a series of software firms. <br />
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So it isn't surprising that some later called him "the godfather of Silicon Valley software." And in fact in 2003 he was inducted into the Silicon Valley Hall of Fame, alongside Hewlett and Packard and Noyce and Moore. He is today quite proud of that, rightfully so.<br />
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But I was equally, maybe even more, pleased to learn what else he did. For starters, he was the first African-American on the Palo Alto City Council, winning three terms and once becoming Vice Mayor. And he was the first of his race to be allowed to join the Olympic Club in San Francisco (after they lost a lawsuit about women and minority exclusion)--although they ordered him 'never to show up.' An order which he ignored--and a decade later, he became President of the Olympic Club Golf Association, organizing eventually the biggest tournaments they'd ever held. <br />
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We left his home somewhat awestruck by the glimpse we had gotten of this remarkable individual--not just for his accomplishments, but for his humility, his perseverance, and his perspective. HP, and the Valley, and all of us really, have had such a privilege to have him in our community.<br />
<br />chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-75922494352020882682016-11-07T13:59:00.002-08:002016-11-21T08:41:04.795-08:00HP computing 50 YEARS todayI couldn't resist. The Computer History Museum gave me <i>carte blanche</i> to write up a post for this auspicious day in HP history.<br />
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Here it is<br />
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<a class="" href="http://www.computerhistory.org/atchm/50th-anniversary-of-the-hp-2116-minicomputer/" style="font-family: Helvetica; font-size: 12px; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-ligatures: normal; font-variant-numeric: normal; font-variant-position: normal; line-height: normal;">http://www.computerhistory.org/atchm/50th-anniversary-of-the-hp-2116-minicomputer/</a><br />
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Enjoychuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-69788137150274579362016-09-28T18:43:00.003-07:002016-09-29T08:06:02.204-07:00At 50, memories get fuzzyI mentioned in the previous post, being honored to be included at the HP Labs 50th anniversary celebration. I was surprised though that there was little focus on what the Labs did to begin, how they got started, who did what, and etc. Even the products that emerged early weren't mentioned.<br />
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Now, this was the PC/handheld devices/printing group, so they might not be expected to enthuse about the HP2116A, which will have its 50th anniversary from introduction on November 7. So the stories they had were about the imagination to look at a coffee brewer and think of an exploding ink jet bubble as a delivery mechanism for ink. The HP 35 was prominent in the pictures, and there was an HP 9100, but no HP 2116 that I saw.<br />
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And the date for HP Labs founding wasn't exactly Sept 27. It was November 1, 1966, just as so many other HP organizational things happened at the fiscal year start. But in truth, Barney started HP Labs in 1961, when the four divisional labs were pulled out from under him, leaving him with what we called "Central Labs." I was invited to join this group in July 1962, and I had to pass his 'test' of what conformal mapping and convolution integrals meant, and could I handle that mathematics. (By the way, such math is today very important for computer graphics and 3D modeling). <br />
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I then joined the oscilloscope group, which proved fortuitous as a group for the Central Labs. The issue was we would move to Colorado Springs in 1964, and several key members of the group (including Rod Carlson, Dick Monnier, and Kay Magleby) elected to stay in the Bay. The 'scope lab was the only group at HP building tools for computer companies in the early 1960s--everyone else was busy with communication tools (radio, TV, and microwave). I went to Springs.<br />
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Well, the upshot was that Magleby went to Stanford for a PhD on HP support, for Paul Stoft in the Central Labs. He came back with the idea of an Instrument Controller, which became the 2116. Dick Monnier led the HP 9100 project, the first computer with a built-in CRT; and Rod Carlson became the head of the Network Analyzer which used the 2166 as the data acquisition and processing engine for microwave data. Meanwhile, I built the HP 1300A in C Springs as the HP 2116 CRT display--whien IBM, DEC, and virtually everyone else insisted that ASR-33 teletypes were enough.<br />
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So, in point of fact, HP Labs started not only its computer ideas long before November 1966, but also the semiconductor work for what we called Boff Diodes for sampling heads, three-five compound work that led to LEDs, and SSI for small-scale integration before the semicolon houses were going.<br />
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Otherwise, you'd have to say, "Boy, this research lab not only researched, but productized the HP2116 in 7 days--almost Biblical in capability" <br />
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Great fun all the way aroundchuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-48954669997245199952016-09-28T18:27:00.005-07:002016-09-29T08:05:43.973-07:00HP Labs @ 50Wow! I was extremely privileged last night, to be invited to and able to attend the 50th Anniversary of HP Laboratories, in the Customer Service Center of Building 3U at the 1501 Page Mill Site. This was put on by HP Inc.<br />
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It was led by Shane Wall, Global Head of HP Labs for HP Inc., and featured CEO Dion Weisler, plus a panel of two Board members (Stacy Brown-Philpott, and Aida Alvarez) and HP's HR VP (Tracy Keogh), moderated by a dynamite Fortune magazine writer (Leena Rao).<br />
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The theme of the evening was "Where HP is going over the next 30 years" and how Diversity is a big part of that perspective. Dion gave voice to that with thoughts about creativity and innovation coming from disparate perspectives--he has lived and worked in ten countries on 4 continents. He had a terrific example of a Japanese engineer trying to build a 'noiseless fan" for a small laptop, who found inspiration in the silent flight of an owl when he went on a nature trip.<br />
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I watched our big snowy owl circle our trees at dawn yesterday, probably three major swoops, all silent. I never tire of watching (and "listening") to owls; we had a Great Horned Owl on our Colorado ranch when I was deep into Logic Analyzers--though I cannot claim the owl helped me invent.<br />
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Turns out Aida Alvarez is on HP's Board, was the first Latino Cabinet member for any U.S. President, and long on the Walmart board. I used my iPhone (wish HP had invented it) to find my daughter's bio--Sharon Orlopp, for those of you interested. She retired last year as Sr. V.P. of Walmart with the title Global Chief Diversity Officer. Turns out Aida told a story about Sharon without naming her--building much higher diversity success for 2 million employees. <br />
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Natch, I had to ask Alvarez later, and yes, she got excited and said, "Yup, Sharon is 'the one' and if you're her dad, that's a great link for these values--they might just be the OLD HP. And I thought YES, INDEED.<br />
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Shane at the end intro'd a few guests--three of us were HP Labs alumni (only three? like where was Joel Birnbaum, John Doyle, Gary Gordon, Zvonko Fazarinc or so many others who did great things). There was <span style="background-color: white; color: #111111; font-size: 16.00160026550293px;"><span style="font-family: "times" , "times new roman" , serif;">Chandrakant Patel, HP Senior Fellow and Chief Engineer and there was Keith Moore (who invited me). And only about 15 other HP folk. Turns out the room was MOSTLY journalists, and HP was giving them 2 days of 'view' into the future. </span></span><br />
<span style="background-color: white; color: #111111; font-size: 16.00160026550293px;"><span style="font-family: "times" , "times new roman" , serif;"><br /></span></span>
<span style="background-color: white;"><span style="font-family: "times" , "times new roman" , serif;"><span style="color: #111111; font-size: small;">That future revolved around 4 fundamental trends--1. Megacities (10M or more folk) will go from 10 in the world today to 50 by mid-century; 2. More than 50% of people alive in 2050 will be older than 50 years old; 3. The Dark Continent will light up, as will every home on the globe; and 4. Hyper-globalization will result in hyper-localization as 3D mfg takes over 'everywhere' for all products.</span></span></span><br />
<span style="background-color: white;"><span style="font-family: "times" , "times new roman" , serif;"><span style="color: #111111; font-size: small;"><br /></span></span></span>
<span style="background-color: white;"><span style="font-family: "times" , "times new roman" , serif;"><span style="color: #111111; font-size: small;">It also involves 4 major technologies that HP is working hard on--1. 3d Transformation of Mfg; 2. Internet of "ALL THINGS" (stronger than Cisco's pitch); 3. Microfluidics via MEMS machines; and 4. Hypermobility</span></span></span><br />
<span style="background-color: white;"><span style="font-family: "times" , "times new roman" , serif;"><span style="color: #111111; font-size: small;"><br /></span></span></span>
<span style="color: #111111; font-family: "times" , "times new roman" , serif;"><span style="background-color: white;">CEO Dion captured this well, saying the Old HP used to invent, refine, and then CREATE NEW CATEGORIES, and that somewhere about 20 years ago the CATEGORY CREATION ceased. He expects and plans to stimulate its return, and he vowed that supporting Diversity is the best way.</span></span><br />
<span style="color: #111111; font-family: "times" , "times new roman" , serif;"><span style="background-color: white;"><br /></span></span>
<span style="color: #111111; font-family: "times" , "times new roman" , serif;"><span style="background-color: white;">I was delighted with the entire evening. More though from a "historian's view" in the next post.</span></span>chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-38940344545895707562015-12-18T11:37:00.003-08:002015-12-18T11:37:58.719-08:00Connecting CloudsA few weeks ago, I posted "Cloudy weather ahead" citing HP's abandonment of the Public Cloud. This was days before the HPE/HPI separation, and the reaction of many to the post was 'confusion' to say the least.<br />
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"How could HP be abandoning the Cloud?" was the most popular refrain.<br />
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And of course they weren't, in terms of hybrid clouds, etc.<br />
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But this cloud business is ... indeed cloudy.<br />
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In today's SF Chronicle, I published a small article entitled, "Last mile: the home stretch for Hybrid Clouds" You can see it at <span class="Apple-style-span" style="color: #1f497d; font-family: Calibri, sans-serif; font-size: 15px;"><a href="http://goo.gl/1JLunW" style="color: #0563c1; text-decoration: underline;">http://goo.gl/1JLunW</a></span><br />
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The observation essentially is that where the Cloud technology and deployment issues stand is akin to where connecting networks was in about 1985, before widespread adoption and deployment of routers.<br />
<br />
Having done some work re Cisco history, I was struck by how few firms understood the power and the ease of connection for multiple disparate networks. It took nearly a decade for most of the Fortune 500 to 'get on board,' astonishing as that might seem today.<br />
<br />
IT directors, recall, are not paid to be risk-takers, but instead to be fully risk-averse. We med with many of them when I ran R&D/Product Marketing for Informix circa 1991. After one dinner with a number of IT CIOs, my wife on the way home said, "WHO ARE THESE PEOPLE? DULLER THAN...."<br />
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It fits, and still fits today. The issues today of course are complicated by cyber-security issues, contending vendors, and costly revamping of the core stack privileges. But they were back then too....<br />
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Anyway, I hope you enjoy the articlechuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com2tag:blogger.com,1999:blog-7937749629445163655.post-48705470465371221902015-12-18T11:24:00.000-08:002015-12-18T11:24:01.948-08:00Silicon PhotonicsOne candidate for considerably improved computing performance is SILICON PHOTONICS<br />
<br />
To the question of what has DARPA or other government agencies done for us lately, the news from the Obama administration on this front seems encouraging. To wit, the formulation of AIM Photonics last year. Michael Liehr, at SUNY, is the CEO/Director. I don't know him. The Deputy director is John Bowers, an incredibly capable researcher based at UCSB (Univ of Calif at Santa Barbara). He is assisted by Rod Alferness, also from UCSB.<img height="16" id="z0lqj1vx1gso" src="data:image/gif;base64,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" width="16" />I;ve worked with them in the past, and have the highest regard for them.<br />
<a href="http://4.bp.blogspot.com/-xc1h-g2crZU/VnRUQAhxAXI/AAAAAAAAA_o/oEAlfHTknb8/s1600/John%2BBosers.png" imageanchor="1"><img border="0" src="http://4.bp.blogspot.com/-xc1h-g2crZU/VnRUQAhxAXI/AAAAAAAAA_o/oEAlfHTknb8/s400/John%2BBosers.png" /></a> <a href="http://1.bp.blogspot.com/-AjCH_M3ZzYc/VnRUibq9GbI/AAAAAAAABAM/e4wrxY2DCtY/s1600/Rod%2BAlferness.png" imageanchor="1"><img border="0" src="http://1.bp.blogspot.com/-AjCH_M3ZzYc/VnRUibq9GbI/AAAAAAAABAM/e4wrxY2DCtY/s400/Rod%2BAlferness.png" /></a><br />
<br />
The task though is a tough one. It is housed at SUNY Albany, with strong goals and capable leaders. But recall SEMATECH, and its abortive start in the mid-1980s, even though DARPA and Craig Fields did monumental work to aid U.S. firms in their fight vis-a-vis Asian chip manufacturers. <br />
SEMATECH eventually morphed, and moved to SUNY Albany, creating the NanoTech Complex, a key reason that the Si Photonics labs are being located there as well.<br />
<br />
Also recall MCC in Austin, again with much fanfare (Dields eventually ran it) to 'save American leadership in software' <br />
<br />
Let's hope the lessons of those approaches are embodied in the AIM Photonics effort.<br />
<br />
Below is the first slide of a quasi-public document describing the new facility<br />
<br />
<a href="http://3.bp.blogspot.com/-83btgRIW3v4/VnRUwp3CtLI/AAAAAAAABAY/aGpC3ZvYO40/s1600/Screen%2Bshot%2B2015-12-15%2Bat%2B2.38.16%2BPM.png" imageanchor="1"><img border="0" height="452" src="http://3.bp.blogspot.com/-83btgRIW3v4/VnRUwp3CtLI/AAAAAAAABAY/aGpC3ZvYO40/s640/Screen%2Bshot%2B2015-12-15%2Bat%2B2.38.16%2BPM.png" width="640" /></a><br />
<br />
<br />
There are two levels of support beyond the government sponsorship-- Industry with three tiers of supporting level, and academia with an analogous three tiers. Below are the logos of the first tier of industry--clearly some big names (recall, for example, that Intel stood aside from SEMATECH until Bob Noyce was willing to head it up). Keysight (our old instrument friends from HP) are in Tier 3. Cisco, Juniper and Texas Inst have all said "we'll play" but haven't ante'd as yet, so are in no Tier.<br />
<br />
<a href="http://1.bp.blogspot.com/-YcZbZqI4tfI/VnRbD8D_lMI/AAAAAAAABAo/rw9DClzjtmk/s1600/Screen%2Bshot%2B2015-12-15%2Bat%2B2.39.28%2BPM.png" imageanchor="1"><img border="0" height="372" src="http://1.bp.blogspot.com/-YcZbZqI4tfI/VnRbD8D_lMI/AAAAAAAABAo/rw9DClzjtmk/s640/Screen%2Bshot%2B2015-12-15%2Bat%2B2.39.28%2BPM.png" width="640" /></a><br />
<br />
<br />
Herewith the lead schools (note, Caltech and Stanford are in Tier 3, Berkeley and UC San Diego in Tier 2).<br />
<a href="http://1.bp.blogspot.com/-CrtkxZdaCHY/VnRbTWlNNRI/AAAAAAAABA0/kxNC3jFSkTU/s1600/Screen%2Bshot%2B2015-12-15%2Bat%2B2.39.38%2BPM.png" imageanchor="1"><img border="0" height="336" src="http://1.bp.blogspot.com/-CrtkxZdaCHY/VnRbTWlNNRI/AAAAAAAABA0/kxNC3jFSkTU/s640/Screen%2Bshot%2B2015-12-15%2Bat%2B2.39.38%2BPM.png" width="640" /></a><br />
<br />
<br />
I'd be interested in any thoughts you have on this topicchuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com2tag:blogger.com,1999:blog-7937749629445163655.post-40546806120750188172015-12-15T14:35:00.001-08:002015-12-15T14:36:21.700-08:00Looking forwardWe're well into "the new HP era", right? Six weeks in, in fact. And the word on "the machine" is muted, but worth discussioin. As are a lot of other "what now" topics.<br />
<br />
One that hasn't gotten much mention from HP in awhile is Quantum Computing, a worthy contender (for many theoretical years) to HP's approach.<br />
<br />
Last week, a gaggle of Google researchers announced some interesting results from their analysis with a D-wave machine--including a result that sped up operations by some 100 million times. Wow! We should get one of those machines.<br />
<br />
And then, an MIT researcher, Scott Aaronson, gave an ACM interview re 'what does this all mean?' You might find it interesting reading at: <a href="http://cacm.acm.org/careers/195454-scott-aaronson-on-googles-new-quantum-computing-paper/fulltext">http://cacm.acm.org/careers/195454-scott-aaronson-on-googles-new-quantum-computing-paper/fulltext</a><br />
<br />
Net net--we're all still waiting.chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-45190405330347338392015-10-26T11:49:00.000-07:002015-10-26T11:49:26.318-07:00Cloudy weather ahead?Just when you were hopeful that the ship is "righting" -- that's a nautical term, one that Ellison's boys know--comes word that Meg and team are abandoning yet another promising area.<br />
<br />
You probably saw the announcement that they sold their Network Security business, Tipping Point, to Trend Micro last week for a pittance, $300M. <br />
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Now comes a bigger shock--Hp is abandoning "the public cloud" Source: InfoWorld 10/23/15<br />
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<br />
<div style="-webkit-text-stroke-width: 0px; background-color: white; color: #4e4242; font-family: museo-sans, 'Helvetica Neue', Helvetica, Arial, sans-serif, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: 500; letter-spacing: normal; line-height: 24px; margin: 0px 0px 16px 160px; max-width: 620px; orphans: auto; padding: 0px 20px; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px;">
Hewlett-Packard is pulling out of the public cloud business, it revealed this week. The <a href="http://www.infoworld.com/article/2996184/cloud-computing/hp-to-shut-down-its-helion-public-cloud.html" style="color: #ef4c23; text-decoration: none;">HP Helion Public Cloud goes dark</a> on Jan. 31, 2016.</div>
<div style="-webkit-text-stroke-width: 0px; background-color: white; color: #4e4242; font-family: museo-sans, 'Helvetica Neue', Helvetica, Arial, sans-serif, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: 500; letter-spacing: normal; line-height: 24px; margin: 0px 0px 16px 160px; max-width: 620px; orphans: auto; padding: 0px 20px; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px;">
Although this is big news at HP, I’m not sure the cloud computing world is surprised. HP’s public cloud has long struggled for adoption, eclipsed by Amazon Web Services and surpassed by Google, Microsoft, and IBM. As I wrote in 2011, <a href="http://www.infoworld.com/article/2623822/iaas/the-hp-cloud-offering--neither-innovative-nor-compelling.html" style="color: #ef4c23; text-decoration: none;">HP's public cloud offered nothing distinctive or compelling</a> -- and it hasn't changed since 2011.</div>
<aside class="fakesidebar" style="-webkit-text-stroke-width: 0px; background-color: white; color: #4e4242; display: block; font-family: museo-sans, 'Helvetica Neue', Helvetica, Arial, sans-serif, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 22.4px; margin: 0px 20px 16px 180px; max-width: 600px; orphans: auto; overflow-x: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px;"><strong style="font-weight: bold;">[ <a href="http://www.infoworld.com/article/2996284/bye-bye-hp-public-cloud-5-no-bull-takeaways.html#tk.ifw-infsb" style="color: #ef4c23; text-decoration: none;">5 no-bull takeaways from HP's public-cloud exit</a>. | From Amazon to Azure, InfoWorld <a href="http://www.infoworld.com/resources/16303/cloud-computing/cloud-review-8-public-cloud-services-put-to-the-te#tk.ifw-infsb" style="color: #ef4c23; text-decoration: none;">puts IaaS clouds to the test</a> to find out which is best for you. | Stay up on the cloud with InfoWorld's <a href="http://www.infoworld.com/newsletters/signup.html#tk.ifw-infsb" style="color: #ef4c23; text-decoration: none;">Cloud Computing newsletter</a>. ]</strong></aside><div style="-webkit-text-stroke-width: 0px; background-color: white; color: #4e4242; font-family: museo-sans, 'Helvetica Neue', Helvetica, Arial, sans-serif, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: 500; letter-spacing: normal; line-height: 24px; margin: 0px 0px 16px 160px; max-width: 620px; orphans: auto; padding: 0px 20px; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px;">
To HP’s credit, it recognizes the reality and is cutting not only its losses, but preventing more customers from wasting resources getting onto Hellion, then having to leave later.</div>
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Instead of continuing to invest in an unsuccessful public cloud, HP is focusing on private and hybrid cloud computing. For large enterprise hardware and software providers like HP, that's a natural evolution. By sticking to the data center history with modern tech twists, HP can play to its strengths in technology, marketing, sales -- and its internal culture. HP isn't a cloud company, and it struggled to behave like one.</div>
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That said, I’m not sure that private clouds are viable over the long term, as public clouds get better, cheaper, and more secure. It will be hard to argue for private and hybrid clouds when they cost four times as much but deliver much less.</div>
<div style="-webkit-text-stroke-width: 0px; background-color: white; color: #4e4242; font-family: museo-sans, 'Helvetica Neue', Helvetica, Arial, sans-serif, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: 500; letter-spacing: normal; line-height: 24px; margin: 0px 0px 16px 160px; max-width: 620px; orphans: auto; padding: 0px 20px; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px;">
For some years at least, private and hybrid clouds will be areas in which enterprise IT invests, so it makes sense that HP takes advantage of it for as long as possible.</div>
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HP is not alone facing this sobering trend. IBM, Oracle, and other large providers face the same challenge of staying fat and happy as more enterprises move to the public cloud. The growth of the cloud means the death of a thousand cuts for large hardware and software companies.</div>
chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-69379263992666544162015-10-26T11:19:00.001-07:002015-10-26T11:19:42.994-07:00Yet another HP Labs Fellow weighs in <span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif;">Another blog post on the HP Labs website, this one from researcher <span class="Apple-style-span" style="line-height: 15px;"><span style="color: black;">Kirk Bresniker,</span></span><span class="Apple-style-span" style="line-height: 15px;"><span class="apple-converted-space"><span style="color: black;"> </span></span></span><span class="Apple-style-span" style="line-height: 15px;"><span style="color: black;">HP Labs Chief Architect and HP Fellow:</span></span></span><br />
<span class="Apple-style-span" style="line-height: 15px;"><span style="color: black;">
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<i><span style="color: black; font-family: Arial;">Just recently, I was
invited to present a paper at a joint meeting of the </span><span style="color: blue; font-family: Arial;"><a href="http://www.itrs.net/"><span style="color: blue; text-decoration: none; text-underline: none;">International Technology Roadmap for Semiconductors (ITRS)</span></a></span><span style="color: black; font-family: Arial;"> and </span><span style="color: blue; font-family: Arial;"><a href="http://rebootingcomputing.ieee.org/"><span style="color: blue; text-decoration: none; text-underline: none;">The Institute of Electrical and Electronics Engineers (IEEE) Rebooting
Computing</span></a></span><span style="color: black; font-family: Arial;"> group.
Each plays a critical role in bringing together academics, industry
researchers, and government agencies to help shape the development of,
respectively, semiconductors and computer architecture.</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></i></div>
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<i><span style="color: black; font-family: Arial;">We met over a weekend at Stanford University in the hope of
pioneering new approaches to computing in the face of the impending end of
semiconductor scaling and guided by the notion that we can't rely on our past
trajectory to plot our future course. To paraphrase Dr. Carlo Gargini, founder
and past chair of the IEEE Conference on Intelligent Transport Systems,
"We used up twenty years worth of scaling techniques in ten years chasing
after server performance, and we knew we were doing it at the time, and so now
we have to ask ourselves what do we do next?"</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></i></div>
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<i><span style="color: black; font-family: Arial;">The presentations offered some fascinating perspectives on how
things might change. Key topics and trends discussed included innovations in
machine and natural learning, data intensive computing, trust and security, and
memory–driven computing. But we were all promoted by the same question: what
will happen when transistors stop getting smaller and faster?</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></i></div>
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<i><span style="color: black; font-family: Arial;">My talk, titled “Memory–Driven Computing,” explored a phenomenon
our research and engineering teams at HP have been observing: that conventional
compute is not getting faster, essentially because the technologies we've been
optimizing for the past 60 years to create general purpose processors (copper connectors,
tiers of memory and storage, and relational databases) are all at their limits.
It's not just a matter of the physics of CMOS devices, we need far more
fundamental change than that.</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></i></div>
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<i><span style="color: black; font-family: Arial;">Additionally, I noted, just as technology improvement curves are
flattening out, data volumes are set to explode. Human-generated data will soon
be too big to move even with photonics, and will thus be all but impossible to
securely analyze in real time. Fundamentally, we’re reaching an inflection
point. It may not happen tomorrow, but it’s only a matter of time before we do.</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></i></div>
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<span style="color: black; font-family: Arial;"><i>In response to this challenge, HP has been collaborating with IEEE
Rebooting Compute and the ITRS, looking at the problem from a holistic
perspective and taking into account both the evolutionary and the revolutionary
approaches we need to accelerate scientific discovery and insights in the
field. Our vision is that the different constituencies that we represent can
change physics to change the economics of information technology, catalyzing innovation
in successively larger circles.</i></span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></div>
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<i><span style="color: black; font-family: Arial;">Just bringing together the leading minds of semiconductor physics
and computer architecture isn't sufficient, however. We need to bring an even
broader perspective to the table, with more engineering and scientific
disciplines represented because there are no more simple answers.</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></i></div>
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<span style="color: black; font-family: Arial;">As I shared in my talk, HP Labs’s major research initiative, </span><span style="color: blue; font-family: Arial;"><a href="http://www.hpl.hp.com/research/systems-research/themachine/"><span style="color: blue; text-decoration: none; text-underline: none;">The Machine</span></a></span><span style="color: black; font-family: Arial;">, has been examining these questions for
several years now with the ambitious goal of reinventing the fundamental
architecture of computers to enable a quantum leap in performance and
efficiency, while also lowering costs over the long term and improving
security. Almost every team within HP Labs is contributing to this effort,
along with engineering teams from across the company’s business units. Central
to our work is a shift from computation to memory as the heart of information
technology.</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></div>
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<span style="color: black; font-family: Arial;">The Machine will fuse memory and storage, flatten complex data
hierarchies, bring processing closer to the data, embed security control points
throughout the hardware and software stacks, and enable management and
assurance of the system at scale. It may seem counter-intuitive, but by concentrating
on massive pools of non-volatile memory, we expect to spur innovation in
computation by allowing many different models of computation to work on the
same massive data sets. Quantum, deep neural net, carbon-nanotube, non-linear
analog – all of these models could be working in concert, connected to
petabytes and exabytes of information derived from a world of intelligent
devices.</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></div>
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<span style="color: black; font-family: Arial;">By collaborating with the proven leadership of the ITRS and IEEE,
we believe we can broaden, as we must, the impact of the technical innovations
that we’re developing with The Machine. The result, we hope, will be the
development of new ways to extract knowledge and insights from large, complex
collections of digital data with unprecedented scale and speed, allowing us to collectively
help solve some of the world’s most pressing technical, economic, and social
challenges.</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></div>
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<!--EndFragment-->chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-47308194015573822622015-10-26T11:14:00.002-07:002015-10-26T11:14:41.890-07:00The HP Labs website boasts about THE MACHINEI hadn't recently visited the 'official' HP Labs website, which I invite you to do as well. <br />
<br />
See <span class="Apple-style-span" style="font-size: 13px;"><a href="http://www.hpl.hp.com/research/systems-research/themachine/">http://www.hpl.hp.com/research/systems-research/themachine/</a></span><br />
<br />
What you might read there--pretty impressive claims--is as follows:<br />
<br />
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<i><span class="Apple-style-span" style="color: #38761d;">By 2020, 30 billion connected devices will generate unprecedented
amounts of data. The infrastructure required to collect, process, store, and
analyze this data requires transformational changes in the foundations of
computing. Bottom line: current systems can’t handle where we are headed and we
need a new solution.<o:p></o:p></span></i></div>
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<i><span class="Apple-style-span" style="color: #38761d;"><br /></span></i></div>
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<i><span class="Apple-style-span" style="color: #38761d;">HP has that solution in The Machine. By discarding a computing model
that has stood unchallenged for sixty years, we are poised to leave sixty years
of compromises and inefficiencies behind. We’re pushing the boundaries of the
physics behind IT, using electrons for computation, photons for communication,
and ions for storage.<o:p></o:p></span></i></div>
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<i><span class="Apple-style-span" style="color: #38761d;">The Machine will fuse memory and storage, flatten complex data
hierarchies, bring processing closer to the data, embed security control points
throughout the hardware and software stacks, and enable management and
assurance of the system at scale.<o:p></o:p></span></i></div>
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<i><span class="Apple-style-span" style="color: #38761d;">The Machine will reinvent the fundamental architecture of
computers to enable a quantum leap in performance and efficiency, while
lowering costs over the long term and improving security.<o:p></o:p></span></i></div>
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<i><span class="Apple-style-span" style="color: #38761d;">The industry is at a technology inflection point
that HP is uniquely positioned to take advantage of going forward. The Machine
demonstrates the innovation agenda that will drive our company, and the world,
forward.</span><o:p></o:p></i></div>
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<span style="color: black; mso-bidi-font-family: "Times New Roman";">What you can also find are references to blog postings. Here's one, asserting true progress:</span></div>
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<span style="color: black; font-family: Arial; font-size: 15.0pt; mso-fareast-font-family: "Times New Roman";"><a href="http://h30499.www3.hp.com/t5/Behind-the-scenes-Labs/The-Next-Iteration-of-Memory-for-The-Machine/ba-p/6800656">The
Next Iteration of Memory for The Machine</a><o:p></o:p></span></h1>
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<span style="color: black; font-family: Arial; font-size: 10.0pt; font-weight: normal; mso-bidi-font-weight: bold; mso-fareast-font-family: "Times New Roman";"><o:p> </o:p></span></h1>
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<span style="color: black; font-family: Arial; font-size: 12.0pt;">Today
HP and SanDisk<span class="apple-converted-space"> </span></span><span style="color: #0066cc; font-family: Arial; font-size: 12.0pt;"><a href="http://www8.hp.com/us/en/hp-news/press-release.html?id=2099577&pageTitle=SanDisk-and-HP-Launch-Partnership-to-Create-Memory-Driven-Computing-Solutions#.VhZ7eE1RGM9">announced
a new partnership</a></span><span class="apple-converted-space"><span style="color: black; font-family: Arial; font-size: 12.0pt;"> </span></span><span style="color: black; font-family: Arial; font-size: 12.0pt;">with exciting
implications for<span class="apple-converted-space"> </span></span><span style="color: #0066cc; font-family: Arial; font-size: 12.0pt;"><a href="http://www.hpl.hp.com/research/systems-research/themachine/">The Machine</a></span><span style="color: black; font-family: Arial; font-size: 12.0pt;">. The partnership unites
HP’s Memristor technology and know-how and SanDisk’s ReRAM technology and
manufacturing and design expertise.</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></div>
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<span style="color: black; font-family: Arial; font-size: 12.0pt;">Working
together with SanDisk, we’re aiming to create a new Storage Class Memory
technology. We hope to use this new technology in The Machine and we’ll also be
working together on near-term enterprise-wide solutions for our customers.</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></div>
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<span style="color: black; font-family: Arial; font-size: 12.0pt;">The
Machine will reinvent computing, knocking the current model, which has stood
unchallenged for sixty years, back on its heels. It is Hewlett Packard Labs’
most ambitious project and will bring together breakthrough improvements to
technology ranging from non-volatile memory to photonically-enabled fabrics;
from workload-specific processing to a full suite of open source developer
tools.</span><span style="color: black; font-family: Arial; font-size: 10.5pt;"><o:p></o:p></span></div>
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<span style="color: black; font-family: Arial; font-size: 12.0pt;">Because<span class="apple-converted-space"> </span></span><span style="color: #0066cc; font-family: Arial; font-size: 12.0pt;"><a href="http://www8.hp.com/hpnext/posts/accelerating-machine#.VharH01RGM9">memory
is the heart of The Machine</a></span><span style="color: black; font-family: Arial; font-size: 12.0pt;">, we’re excited about this new partnership and what it holds
for the future of Memory-driven computing at HP.<o:p></o:p></span></div>
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<!--EndFragment-->chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-27812213732445987252015-10-26T11:02:00.001-07:002015-10-26T11:09:24.322-07:00And now, a year later, in the words of an HP Labs FellowMarco Fiorentino is one of the key leaders for the photonics side of THE MACHINE at HP Labs.<br />
In May, 2015, he shared a sixteen page set of PowerPoint slides, titled SILICON PHOTONICS and the DATA CENTER, reprinted in an IEEE proceedings: <span class="Apple-style-span" style="font-family: Cambria; font-size: 15px;"><a href="http://sites.ieee.org/sfbanano/files/2015/05/Fiorentino_May_2015_emb.pdf">http://sites.ieee.org/sfbanano/files/2015/05/Fiorentino_May_2015_emb.pdf</a></span><br />
<br />
I pulled two diagrams from that file, to share here:<br />
<br />
The first (Slide 3 in the deck) is what THE MACHINE intends to do differently (Marco is from the Silicon Photonics side, which he whimsically titles "Almost here"):<br />
<br />
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The second slide I show is the wrap-up slide (Slide 15 of 16), after Fiorentino shows many technical illustrations:</div>
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<a href="http://4.bp.blogspot.com/-DZRmFG6MmyY/Vi5qFs5n_8I/AAAAAAAAA9M/gDvvlrm_Rv8/s1600/What%2BNext.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="308" src="http://4.bp.blogspot.com/-DZRmFG6MmyY/Vi5qFs5n_8I/AAAAAAAAA9M/gDvvlrm_Rv8/s400/What%2BNext.png" width="400" /></a></div>
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NOW, THIS IS BIG NEWS in my view. HP Labs folk, researchers for the most part, have not been particularly adept in the past at foretelling the timeframes of 'the future' even if they have in fact invented really cool stuff. </div>
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In my post of July 7, 2014, I outlined the progression of SPECTRUM, which was HP's big bet on RISC architectures in the 1980s. A mere decade to get a high-performance machine from a set of 'known' improvements begun at HP, building on an earlier decade of work at IBM.</div>
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Hard to glean from Fiorentino's slide just where HP sits, but the first four bullets read as though there is still a little bit of invention and innovation to do to get to working equipments.</div>
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The next three--well, let's just say that the Business Case all by itself will prove daunting. I used to think that Division Managers would welcome NEW TECHNOLOGY when it is world-beating, but I found out that almost none really welcome cannibalizing everything they've worked hard to establish --HUH? JeeWhiz. Who'd have thought.... (Remember that Kodak invented Digital Photography, but the teams selling Kodak film weren't excited).</div>
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Net net--don't hold your breath just yet for the public unveiling of THE MACHINE</div>
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chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-25769266105057546202015-10-26T10:48:00.001-07:002015-10-26T10:48:36.251-07:00Extreme Tech reports on THE MACHINEI earlier (June 13, 2014) reported on THE MACHINE as described by HP at the DISCOVER conference June 11, 2014. I did not pass along the Sebastian Anthony comments at the time, but this will serve as good review of what was shared that day, and how it was received:<br />
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<h4>
<span style="color: #222222; font-family: Arial;"><b>HP bets it all on The Machine, a new computer architecture based on
memristors and silicon photonics, </b></span><span class="Apple-style-span" style="font-weight: normal;"><span style="font-family: Symbol; font-size: 10.0pt; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt "Times New Roman";">
</span></span></span></span><span class="Apple-style-span" style="font-weight: normal;"><span style="border: none windowtext 1.0pt; color: #3e3e3e; font-family: Arial; font-size: 10.0pt; mso-border-alt: none windowtext 0in; mso-fareast-font-family: "Times New Roman"; padding: 0in;">By <a href="http://www.extremetech.com/author/santhony" title="Posts by Sebastian Anthony"><span style="color: #666666; text-decoration: none; text-underline: none;">Sebastian Anthony</span></a> on June 11, 2014 at
11:30 am</span></span></h4>
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<span style="color: black; font-size: 11.0pt; mso-bidi-font-family: Arial;">HP, one of the original 800lb Silicon Valley gorillas that has
seen much happier days, is staking everything on a brand new computer
architecture that it calls… <i>The Machine</i>. Judging by an early report
from Bloomberg Businessweek, up to 75% of HP’s once fairly illustrious R&D
division — HP Labs — are working on The Machine. As you would expect,
details of what will actually make The Machine a unique proposition are hard to
come by, but it sounds like HP’s groundbreaking work on memristors (pictured
top) and silicon photonics will play a key role.<o:p></o:p></span></div>
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<span style="color: black; font-size: 11.0pt; mso-bidi-font-family: Arial;">In the words of HP Labs, The Machine will be a complete
replacement for current computer system architectures. There will be a new
operating system, a new type of memory (memristors), and super-fast
buses/peripheral interconnects (photonics). Speaking to <a href="http://www.businessweek.com/articles/2014-06-11/with-the-machine-hp-may-have-invented-a-new-kind-of-computer"><span style="color: #ff8f0c;">Bloomberg</span></a>, HP says it will commercialize The
Machine within a few years, “or fall on its face trying.”<o:p></o:p></span></div>
<div class="MsoNormal" style="background: white; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto;">
<span style="color: black; font-size: 11.0pt; mso-bidi-font-family: Arial;">First things first, we’re probably not talking about a <i>consumer</i> computing
architecture here, though it’s possible that technologies commercialized by The
Machine will percolate down to desktops and laptops. Basically, HP used to be a
huge player in the workstation and server markets, with its own operating
system and hardware architecture, much like Sun. Over the last 10 years
though, Intel’s x86 architecture has rapidly taken over, to the point where HP
(and Dell and IBM) are essentially just OEM resellers of commodity x86 servers.
This has driven down enterprise profit margins — and when combined with its
huge stake in the diminishing PC market, you can see why HP is rather nervous
about the future. The Machine, and <a href="http://www.extremetech.com/computing/181102-ibm-power8-openpower-x86-server-monopoly"><span style="color: #ff8f0c;">IBM’s OpenPower initiative</span></a>, are both attempts
to get out from underneath Intel’s x86 monopoly.<o:p></o:p></span></div>
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<span style="background: white; color: black; font-size: 11.0pt; mso-bidi-font-family: Arial; mso-fareast-font-family: "Times New Roman";">HP started work on The
Machine two years ago, when Martin Fink became CTO and head of HP Labs. He took
a look at the components that HP Labs was working on — memristors, silicon
photonics — and six months later he decided that it was time to pitch The
Machine to HP CEO Meg Whitman. At the presentation, Fink said he expected 75%
of HP Labs personnel to be dedicated to work on The Machine. Seemingly, Whitman
agreed to the plan, because here we are in 2014 and HP is apparently staking
its future on it.</span><span style="font-size: 11.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"><o:p></o:p></span></div>
<div style="background: white;">
<span style="color: black; font-family: Cambria; font-size: 11.0pt; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-hansi-theme-font: minor-latin;">While exact details are hard to come by, it seems The
Machine is predicated on the idea that current RAM, storage, and interconnect
technology can’t keep up with modern Big Data processing requirements. HP is
working on two technologies that could solve both problems: Memristors could
replace RAM and long-term flash storage, and silicon photonics could provide
faster on- and off-motherboard buses. Memristors essentially combine<span class="apple-converted-space"> </span><a href="http://www.extremetech.com/computing/83586-memristors-a-flash-competitor-that-works-like-brain-synapses"><span style="color: #ff8f0c; text-decoration: none; text-underline: none;">the benefits of
DRAM and flash storage</span></a><span class="apple-converted-space"> </span>in
a single, hyper-fast, super-dense package. Silicon photonics is all about
reducing optical transmission and reception to a scale<span class="apple-converted-space"> </span><a href="http://www.extremetech.com/computing/142881-ibm-creates-first-cheap-commercially-viable-silicon-nanophotonic-chip"><span style="color: #ff8f0c; text-decoration: none; text-underline: none;">that can be
integrated into silicon chips</span></a><span class="apple-converted-space"> </span>(moving
from electrical to optical would allow for much higher data rates and lower
power consumption). Both technologies can be built using conventional
fabrication techniques.<o:p></o:p></span></div>
<div style="background: white;">
<span style="color: black; font-family: Cambria; font-size: 11.0pt; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-hansi-theme-font: minor-latin;">It sounds like The Machine would do away with RAM and
external storage, instead packing tons of high-density memristor chips onto the
motherboard, close to the CPU. (No word on what architecture the CPU might use,
incidentally.) Everything would be connected together at high speed using
silicon photonics — and you will no doubt be able to connect multiple Machines
together via an optical interconnect, too.<o:p></o:p></span></div>
<div style="background: white;">
<span style="color: black; font-family: Cambria; font-size: 11.0pt; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-hansi-theme-font: minor-latin;">The result would undoubtedly be a very fast device that
opens up new ways of processing data. But, in all honesty, it isn’t hard to<span class="apple-converted-space"> </span><em><span style="font-family: Cambria; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-hansi-theme-font: minor-latin;">conceive</span></em><span class="apple-converted-space"> </span>of a
fantabulous computer architecture that has monstrous processing power — but it
is hard to actually build such a system in reality. The key element here will
be software — both the operating system, which will have to be designed from
the ground up for these new computing and storage paradigms, and the app
ecosystem. The entire PC and server industry is already entrenched with x86,
Windows, and Linux. It would require a monumental effort on HP’s behalf to create
and support a brand new architecture that has almost no similarity to the
platforms that developers have been targeting for the last 50 years.<o:p></o:p></span></div>
<div style="background: white;">
<span style="color: black; font-family: Cambria; font-size: 11.0pt; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-hansi-theme-font: minor-latin;">But, I guess, when the only other option is selling PCs at
5% profit, and then padding the bottom line with <a href="http://www.extremetech.com/computing/126821-should-you-refill-your-printers-ink-cartridges-hp-says-no-of-course"><span style="color: #ff8f0c; text-decoration: none; text-underline: none;">overpriced
printer ink</span></a>, you sometimes have to make a Hail Mary pass — and
that’s exactly what The Machine is.<o:p></o:p></span></div>
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<!--EndFragment-->chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-10447623683795972532015-10-26T10:43:00.000-07:002015-10-26T10:44:14.053-07:00Back to THE MACHINEOne of my readers chided me--"enough about Carly, let's get back to serious matters."<br />
<br />
His favorite--"What's going on with THE MACHINE?"<br />
<br />
I first posted about THE MACHINE on June 13, 2014 when the 'wraps came off' at Discover 2014, and added a bit more, including my personal skepticism about the optimistic dates proferred for an HP introduction by 2017 or maybe 2020, in my post of July 7, 2014<br />
<br />
Bob Burmeister, a long-time Silicon Structures eminence at HP for years, sent along the resultant IBM announcement for my post on August 10, 2014.<br />
<br />
And then, we knew we'd arrived, when Robert Cringely felt obliged to say "This is all hooey," in his Memristor Vaporware speech that I reported in a post on August 20, 2014.<br />
<br />
So, lots of whoopla over a nine week period, and then ... silence, at least from me.<br />
<br />
Now, I did post on Sept 17, 2015 a little squib about HP Labs and its heroically shrunken size vs. twenty years ago--I did not include in that posting that "my source" was shaking his head in disbelief that HP Labs is 'betting all' on THE MACHINE. He described in some detail which projects had been canceled (including, of course, his own) to 'make way for THE MACHINE' which by now, he claimed, was consuming two/thirds or so of all of what remains of HP Labs.<br />
<br />
So... where do things actually stand now? There actually are several "public" descriptions out there, and my guess is that "my readers" haven't found them all, so as a true public service for all folks interested in HP goings-on now, the next few posts will provide an update.chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-79617843267922578912015-10-07T11:59:00.000-07:002015-10-07T11:59:03.439-07:00Maybe the comparisons are worth making -- Dell as a study caseSo why did the Board fire Carly?<br />
<br />
Many authors have claimed it was because she MISSED the forecasts, others that Dell whipped her.<br />
<br />
Let's start with a graph from August 31, 2001, the day before HP announced plans to buy Compaq (Sept 4, 2001, 7 days before 9-11), and go to Christmas of 2004, which is when the HP Board apparently had had enough of Fiorina. Here's the comparison of six high-tech companies.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="http://1.bp.blogspot.com/-c6HTk4jFfsw/VhVii0SCQfI/AAAAAAAAA68/nqNTVe5uqVw/s1600/Six%2BCo%2Bs.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="320" src="http://1.bp.blogspot.com/-c6HTk4jFfsw/VhVii0SCQfI/AAAAAAAAA68/nqNTVe5uqVw/s640/Six%2BCo%2Bs.png" width="640" /></a></div>
<br />
Note the numbers in the upper left hand corner. <span class="Apple-style-span" style="color: #38761d;">DELL +81%, CISCO +7%</span>, IBM and ORACLE<b><span class="Apple-style-span" style="color: red;"> -7%, HP -16% and INTEL -19% </span> Not exactly 'knocking 'em dead'</b><br />
<b><br /></b>
<b>Then look at this June 2007 posting: </b><span class="Apple-style-span" style="color: #333333; font-family: 'Chronicle SSm', serif; font-size: 16px; line-height: 28px;">Dell said fiscal year 2003's first quarter, which ended in May 2002, and fiscal 2004's second quarter, ended in August 2003, would be hit hardest, with net income and earnings a share falling 10% to 13%. Earnings for its 2005 fiscal fourth quarter reduced by 7%</span><br />
<span class="Apple-style-span" style="color: #333333; font-family: 'Chronicle SSm', serif; font-size: 16px; line-height: 28px;"><br /></span>
<span class="Apple-style-span" style="color: #333333; font-family: 'Chronicle SSm', serif; font-size: 16px; line-height: 28px;">Note on the graph when Dell's stock 'took off'--coincident with the manipulations. So, at one level, we might claim that Carly's stock market results were sabotaged. The same could be said for revenue and profits?</span><br />
<span class="Apple-style-span" style="color: #333333; font-family: 'Chronicle SSm', serif;"><span class="Apple-style-span" style="line-height: 28px;"><br /></span></span>
<span class="Apple-style-span" style="color: #333333; font-family: 'Chronicle SSm', serif;"><span class="Apple-style-span" style="line-height: 28px;">Another way to look at this was Customer Satisfaction. "DELL HELL" was the proverbial tagline given by Dell owners during this period, and Fiorina fouind statistical data to back up her claims in mid-2004 that Dell's customer base was growing restless. Here's an excerpt from page 471 in <i><b>The HP Phenomenon:</b></i></span></span><br />
<span class="Apple-style-span" style="color: #333333;"><span class="Apple-style-span" style="line-height: 28px;"></span></span><br />
<div style="font-family: 'Chronicle SSm', serif; font-size: x-large; font: normal normal normal 10px/normal Helvetica; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; margin-top: 0px;">
<span class="Apple-style-span" style="color: #333333;"><span style="font: 10.0px Helvetica;">At a 2007 Kellogg Conference on corporate governance, </span>Fiorina cited four leading indicators to track: customer satisfaction, rate of <span style="font: 10.0px Helvetica;">innovations, diversity, and ethics. She focused briefly on Dell:</span></span></div>
<span class="Apple-style-span" style="color: #333333;">
<div style="font-family: 'Chronicle SSm', serif; font-size: x-large; font: normal normal normal 9px/normal Helvetica; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; margin-top: 0px;">
Customer satisfaction metrics tell you whether customers will continue to buy in the future or whether they will begin to seek alternatives. If customer satisfac- tion is deteriorating, a revenue or margin decline is inevitable. It may not happen next quarter, it may not happen next year, but it will happen. Had investors re- ally been paying attention to Dell Computer’s customer satisfaction metrics, they could have seen it coming. Beginning in about 2003, HP’s customer satisfaction metrics were improving every single quarter. It was public data. And Dell’s were deteriorating every quarter. It was only a matter of time.<span style="font: 5.2px Helvetica;">10</span></div>
<div style="font-family: 'Chronicle SSm', serif; font-size: x-large; font: normal normal normal 10px/normal Helvetica; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; margin-top: 0px;">
<span style="font: 10.0px Helvetica;">Dell, the leader in PCs for nearly a decade, began losing share to HP starting in spring 2004. Over the next eight quarters, Fiorina’s conviction that the customer satisfaction index was a precursor came true, as the Austin company’s performance eroded. The financial numbers became suspect as well by mid-2005, a problem that showed when Dell failed to file year-end audited results. In early 2006, HP’s personal computer busi- ness emerged as the leader in revenues and units. The wheels really came off at Dell in 2007; Hackborn’s championing of Wintel, the perseverance of Carly and her board in the merger fight, and Hurd’s steady operational hand prevailed.</span></div>
<div style="font-family: 'Chronicle SSm', serif; font-size: x-large; font: normal normal normal 10px/normal Helvetica; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; margin-top: 0px;">
<br /></div>
<div style="font: normal normal normal 10px/normal Helvetica; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; margin-top: 0px;">
<span style="font: normal normal normal 10px/normal Helvetica;"><span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif; font-size: x-small;">The question of what happened after Fiorina found this Satisfaction index is shown in the next Stock Market graph:</span></span></div>
<div style="font: normal normal normal 10px/normal Helvetica; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; margin-top: 0px;">
<span style="font: normal normal normal 10px/normal Helvetica;"><span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif; font-size: x-small;"><br /></span></span></div>
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<a href="http://4.bp.blogspot.com/-6emC3ActBsE/VhVnqt57clI/AAAAAAAAA7Q/Wnr6znBId18/s1600/HP%2BDell.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="330" src="http://4.bp.blogspot.com/-6emC3ActBsE/VhVnqt57clI/AAAAAAAAA7Q/Wnr6znBId18/s640/HP%2BDell.png" width="640" /></a></div>
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<span class="Apple-style-span" style="font-size: x-small;">Fiorina posed the Satisfaction index issue to the Board after HP's 3rd Qtr 2004 results--the comparative stock market price for Dell and HP thereafter through Hurd's full year of 2006 is dramatic--HP up 120%, Dell down 30%. But notice that by 3rd Qtr 2005, HP was up 60%and Dell was just crossing ZERO. This is the measure of Carly's impact, not yet Hurd's. The revenue numbers for 2nd Qtr 2005 at Dell were disquieting to the market, which wouldn't know for another year of acctg irregularities</span></div>
<div class="separator" style="clear: both; text-align: left;">
<span class="Apple-style-span" style="font-size: x-small;">Given that the revenue and profit manipulations of 2003 and 2004 at Dell had already happened, and been disguised, one might logically argue that the Olympic Gold Medal should be stripped and 2nd place wins after all. But, this is real life, not the Olympics, and Fiorina was only able to watch Hurd take credit for HP catching Dell.</span></div>
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<span style="font: normal normal normal 10px/normal Helvetica;"><span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif; font-size: x-small;"><br /></span></span></div>
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</span>chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-67683401695076607402015-10-07T11:17:00.003-07:002015-10-07T11:17:49.263-07:00WSJ and Robert McMillan--new material, same worn-out untruthsWell written, but McMillan cites 'the facts' without considering the 'right dates': <i>"</i><span class="Apple-style-span" style="color: #333333; font-style: italic; line-height: 28px;">H-P’s
stock price fell 55% on Ms. Fiorina’s watch, more than peers in the technology
industry, even those hammered by the 2001 downturn. Dell Inc.’s stock dropped
5% over the same period; </span><span class="Apple-style-span" style="color: #333333; font-style: italic; line-height: 28px;"><a href="http://quotes.wsj.com/CSCO"><span style="color: #0080c3;">Cisco Systems</span></a></span><span class="Apple-style-span" style="color: #333333; font-style: italic; line-height: 28px;"><span style="border: none windowtext 1.0pt; mso-border-alt: none windowtext 0in; padding: 0in;"> Inc.</span></span><span class="Apple-style-span" style="color: #333333; font-style: italic; line-height: 28px;">’s fell
45%; </span><span class="Apple-style-span" style="color: #333333; font-style: italic; line-height: 28px;"><a href="http://quotes.wsj.com/IBM"><span style="color: #0080c3;">IBM</span></a></span><span class="Apple-style-span" style="color: #333333; font-style: italic; line-height: 28px;"> dropped
31%. The Nasdaq Composite Index fell by 27%. </span><span class="Apple-style-span" style="line-height: 28px;"><span class="Apple-style-span" style="color: red;">Our numbers come up differently--I keep wondering "what was Carly's watch" when they write this. We use (as described in earlier posts) her start date--June 19, 1999--and end date--February 7, 2005. for one set of calculations. We use November 1, 1999 to October 31, 2005 as "her momentum play" as described herein also. The third way--start her on November 1, 1999 (give Lew Platt the final 1999 quarter with the Agilent divestiture), and take it to either Feb 7 or Oct 31, 2005. </span></span><br />
<span class="Apple-style-span" style="line-height: 28px;"><span class="Apple-style-span" style="color: red;"> Doing that gives HP at -46%, and -24%; IBM at </span><span class="Apple-style-span" style="color: #38761d;">+1%,</span><span class="Apple-style-span" style="color: red;"> --12%; Cisco at -46%, and also -46%; and Dell </span><span class="Apple-style-span" style="color: #38761d;">+7%</span><span class="Apple-style-span" style="color: red;">, -26%. So, really depends on WHEN you date the numbers to.</span></span><br />
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<span style="color: #333333; font-family: Times; mso-bidi-font-family: "Times New Roman";"><i>Ms. Fiorina declined to be interviewed for this article. Her
press secretary, Anna Epstein,said Ms. Fiorina’s tenure coincided with an
economic downturn that hurt many companies: “As of Oct. 31, 2001—after the
height of the dot-com bust—H-P had over 86,000 employees world-wide. Carly’s leadership
saved H-P, and those jobs, during the worst technology recession in the last 25
years.”<o:p></o:p></i></span></div>
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<span style="color: #333333; font-family: Times; mso-bidi-font-family: "Times New Roman";"><i>Ms. Fiorina indeed saved jobs by keeping H-P afloat, but had to
trim the company’s workforce by about 30,000. Dell, about a third the size of
H-P in 2005, cut roughly 1,700 jobs during the same period, according to people
familiar with the matter." </i><span class="Apple-style-span" style="color: red;">See the next blog post re Dell</span><o:p></o:p></span></div>
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<span style="font-family: Times;"><span class="Apple-style-span" style="color: red;">McMillan did find Carly's immediate replacement, CFO Bob Wayman, who claimed--correctly in my view--that Carly's work paved the way for Hurd's success re Dell. Left out of all of these discussions is the fact that Dell had to file for redemption with the Feds for falsifying their 2003 and 2004 sales and profit data--factoids that certainly helped keep their stock prices afloat, and rising faster than HP. From news stories at the time: </span></span><span class="Apple-style-span" style="font-family: 'Times New Roman'; line-height: normal;">Dell said
it would restate annual and quarterly results for its 2003, 2004, 2005 and 2006
fiscal years, as well as the first quarter of fiscal 2007. </span><span class="Apple-style-span" style="font-family: 'Times New Roman'; font-size: 16px; line-height: normal;">Dell said fiscal year
2003's first quarter, which ended in May 2002, and fiscal 2004's second
quarter, ended in August 2003, would be hit hardest, with net income and
earnings a share falling 10% to 13%.</span></div>
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<span style="font-family: Times;"><span class="Apple-style-span" style="color: red;">Here's one response to McMillan's article (out of 232 the first day)" </span></span><span class="Apple-style-span" style="font-size: 13px; line-height: normal;"><a href="http://online.wsj.com/user/profile/public/E1_o9b6QDnTMn001d8cHHxLvw%3D%3D_E1"><b><span style="border: none windowtext 1.0pt; color: #404040; font-family: Helvetica; font-size: 10.5pt; mso-border-alt: none windowtext 0in; padding: 0in;">Jay Jeckyl</span></b></a></span></div>
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<span style="font-family: Helvetica; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman";">If you chart the growth of HP from the point months prior to
her dismissal and the following next 2-3 years, you'll see what's called
"setting the table". She did for her replacement what Reagan
and Bush did for Clinton. They worked hard at "setting the
table". Her best work was after the BOD dismissed her and thus made
a big mistake. Look it over. The numbers don't lie.<o:p></o:p></span></div>
<!--EndFragment-->
<!--EndFragment-->chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-72733150026250225922015-10-07T07:11:00.000-07:002015-10-07T07:11:46.642-07:00Steven Levy weighs in Steven Levy, one of Silicon Valley's heavyweight authors and observers, had a trenchant article at:<br />
https://medium.com/backchannel/how-steve-jobs-fleeced-carly-fiorina-79d1380663de<br />
<br />
Titled "How Steve Jobs fleeced Carly," it tells the story of HP's abortive attempt to sell iPods and Jobs' glee in abetting the action. This, more than the financial "Whadda think she did, didn't she kill HP with the Compaq deal?" tells a lot about both Carly and her style.<br />
<br />
The style is what few have focused on to date. Trump of course took on "the face' and CNN pundits took on "the lack of a smile" in the 2nd debate. "Humorless" according to some; without empathy is the common theme, underscored by the sudden firing and 'marching people to the door' tactics. Most CEOs are formidable, few are loved if we believe the Glass Door ratings, but very few have the employees break out in song when a dismissal occurs--and the song, "Ding, dong, the witch id dead" hardly gives one enthusiasm for a Fiorina presidency.<br />
<br />
I for one have consistently viewed Fiorina's strategic skills as her greatest strength--she alone of the 'big six' (Barrett at Intel, Ballmer at Microsoft, Ellison at Oracle, Chambers at Cisco, McNealy at Sun) called the Dot.Com meltdown--weeks and months in fact before any of the others agreed. Want dates and statements? See HP Phenomenon, pp. 445-447; also pp. 422-23. She was clear-eyed by comparison to virtually all of the other CEOs of the day. <br />
<br />
What about Jobs, you ask? Worth recalling that he'd led his company for five years at this point, while she was two years on the job. Apple was down 50% in revenue--REVENUE--and profits had turned to ZERO. Any thought of a resurgent Apple at that point was beyond implausible. Amazing what a little time can do.<br />
<br />
And indeed it was coming out of that dot.com meltdown that Jobs took Apple into music, of all things, and that is what Carly sought to piggyback with him, at a time she had dealer shelf space and he didn't.<br />
Read Levy's article from that standpoint, and it explains her hubris a bit better.chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-34200103211988600182015-10-06T22:17:00.002-07:002015-10-06T22:17:45.955-07:00Writers with things to say about CarlyThe early commentators included Jeffrey Sonnenfeld from Yale, and xxxxx xxxxxxx from the San Jose Mercury-News--both quite negative.<br />
<br />
<a href="https://www.blogger.com/blogger.g?blogID=7937749629445163655" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><br /></a><a href="https://www.blogger.com/blogger.g?blogID=7937749629445163655" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><br /></a>Then Julie Bort weighed in, for Business Insider on Sept 16. She was less strident, but did say that "<span class="Apple-style-span" style="color: #1a1a1a; font-family: Georgia; font-size: 16px;">To be fair, her tenure overlapped with the end
of the dot-com bubble, and a lot of tech companies had similar stock price
drops during that period as well. </span><span class="Apple-style-span" style="color: #1a1a1a; font-family: Georgia;">But HP's stock performance was worse than other big tech
companies, such as Cisco, Intel, Microsoft, and Oracle, during her tenure." </span><br />
<span class="Apple-style-span" style="color: #1a1a1a; font-family: Times, 'Times New Roman', serif;"><br /></span>
<span class="Apple-style-span" style="color: #1a1a1a; font-family: Times, 'Times New Roman', serif;">Well, my earlier post compared Intel and Microsoft to HP during this period, and it's hard to argue that any significant difference existed. As for Cisco--well, during this period, the company was a total high-flier, becoming the most valued market cap company on the globe--not exactly a fair comparison for any other company, not just HP.</span><br />
<span class="Apple-style-span" style="color: #1a1a1a; font-family: Times, 'Times New Roman', serif;">Oracle--well, that story is really a laugher--here's the chart (I don't think Bort did her homework)</span><br />
<span class="Apple-style-span" style="color: #1a1a1a; font-family: Times, 'Times New Roman', serif;"><br /></span>
<div class="separator" style="clear: both; text-align: center;">
<a href="http://3.bp.blogspot.com/-5fPdgkiF2E8/VhSjoQNW7hI/AAAAAAAAA6o/b0-IhjQiBX0/s1600/Oracle%2BHP.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="250" src="http://3.bp.blogspot.com/-5fPdgkiF2E8/VhSjoQNW7hI/AAAAAAAAA6o/b0-IhjQiBX0/s640/Oracle%2BHP.png" width="640" /></a></div>
<span class="Apple-style-span" style="color: #1a1a1a; font-family: Times, 'Times New Roman', serif;"><br /></span>
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<!--EndFragment--><span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif;"></span><br />
<span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif;"><span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif;"><br /></span></span>
<span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif;">Stephen Gambel for Fortune.com tried on Sept 22, and came up with this gem: "</span>
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time as CEO, and she was eventually fired in 2005, because the merger she
pushed through with Compaq was considered a failure at the time. But on other
measures </span><span style="font-family: Cambria; font-size: 12.0pt; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: "MS 明朝"; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-fareast; mso-hansi-theme-font: minor-latin;"><a href="http://fortune.com/2015/09/21/carly-fiorina-hewlett-packard-performance/"><span style="color: #e7281c; font-family: Times; mso-bidi-font-family: Times; text-decoration: none; text-underline: none;">like revenue and cash flow growth</span></a></span><span style="color: #111111; font-family: Times; font-size: 12.0pt; mso-ansi-language: EN-US; mso-bidi-font-family: Times; mso-bidi-language: AR-SA; mso-fareast-font-family: "MS 明朝"; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-fareast;">,
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<span style="color: #111111; font-family: Times; mso-bidi-font-family: Times;">HP did eventually regain the lead in the PC market, but it
didn’t happen until the final quarter of 2006, nearly two years after Fiorina
had left HP. And even by then, it was starting to look like a Pyrrhic victory.
The PC market, the one Fiorina was in part chasing with the merger with Compaq,
was already becoming vastly less profitable than it used to be."<o:p></o:p></span></div>
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<span style="color: #111111;"><span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif;">Setting aside Gambel's wrong comments about stock price "significantly underperforming rivals", this answer begs to have a Dell/HP comparison which I've not provided as yet. Subsequent posts will do this--you might be quite surprised by the numbers.</span></span></div>
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<span style="color: #111111; font-size: 12pt;"><span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif;">The most illuminating article compared five of HP's CEO's with each other--from Lew Platt thru Meg Whitman. See </span></span><b><span style="color: #262626; font-family: Helvetica;"><i>Carly Fiorina versus HP's other
CEOs, in charts</i></span></b></div>
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<b><span style="color: #1a1a1a; font-family: Arial; mso-bidi-font-family: Arial;">Laura Mandaro, George Petras, Frank Pompa and Karl Gelles, USA
TODAY </span></b><i><span style="color: #878787; font-family: Arial; mso-bidi-font-family: Arial;">4:11 p.m. EDT September 22, 2015</span></i></div>
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<i><span style="color: #878787; font-family: Arial; mso-bidi-font-family: Arial;">Steve Rattner, in the New York Times Opinion Pages, wrote "Carly Fiorina really was that bad." again taking most of the same points, but going back and blaming her for Lucent's capsizing a year and a half later (and noting that she was never CEO). What I liked best was a comment to Rattner's article by Tom of Fort Collins (who I am betting was a colleague of mine there). Tom wrote: "</span></i><span class="Apple-style-span" style="color: #333333; font-family: nyt-cheltenham, georgia, 'times new roman', times, serif;"></span></div>
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Tom</h3>
<span class="commenter-location" style="color: #999999; font-family: nyt-franklin, arial, helvetica, sans-serif; font-size: 0.75rem; font-style: normal; font-weight: 300; line-height: 0.8125rem;">Fort Collins, CO</span> <a class="comment-time" datetime="" href="http://www.nytimes.com/2015/09/27/opinion/carly-fiorina-really-was-that-bad.html#permid=16196179" style="color: #999999; font-family: nyt-franklin, arial, helvetica, sans-serif; font-size: 0.75rem; font-style: normal; font-weight: 300; line-height: 0.8125rem; margin-left: 7px; text-decoration: none;">September 26, 2015</a><br />
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I worked at HP during Carly's tenure and was one of the few that survived her massive layoffs due to her Compaq acquisition. Her twisted recitation and spin of reality during her time at HP is frustrating.<br /><br />A lot is written about the financial impact when she was there. Little is written about how her leadership destroyed HP's culture. Great technology made and delivered by fiercely loyal HP employees devolved into missed market opportunities and a demoralized, decimated employee base.<br /><br />Like a stone thrown into a pond, the ripples from Carly's tenure continue their outward progression. Read any financial newspaper today about the turmoil at HP...company splitting, thousands being laid off...and you can draw a straight line backwards to Carly's time at HP.</div>
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<b>This is the Carly story--the numbers being used are inappropriate, in most cases, but the story Tom tells could be told by countless thousands of HPites.</b></div>
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<span class="Apple-style-span" style="font-family: Times, 'Times New Roman', serif;">By far the most nuanced, and accurate, assessment in my view published in recent weeks is this Harvard Biz Review article: </span></div>
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<a href="https://www.blogger.com/blogger.g?blogID=7937749629445163655" imageanchor="1" style="clear: right; float: right; font-family: nyt-franklin, arial, helvetica, sans-serif; margin-bottom: 1em; margin-left: 1em;"></a><span class="Apple-style-span" style="font-size: large;">Carly Fiorina’s Legacy as CEO of Hewlett Packard</span></h1>
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SEPTEMBER 25, 2015</div>
</span><span class="Apple-style-span" style="color: #333333; font-family: Times, 'Times New Roman', serif; line-height: 20px;">Benham, as did I, spent much time during Carly's and Hurd's tenures interviewing folk within HP. He reports a most convincing story that gets to some of Tom's points, some of those made in my book, and almost none of which gets credence from the Wall Street crowd. Get it, and read it--he concludes that she isn't as good as she says, and nowhere near as bad as the jackels would have it.</span><div>
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<span class="Apple-style-span" style="color: #333333; font-family: Times, 'Times New Roman', serif;"><span class="Apple-style-span" style="line-height: 20px;">Here's the link: https://hbr.org/2015/09/carly-fiorinas-legacy-as-ceo-of-hewlett-packard </span></span><span class="Apple-style-span" style="color: #222222; font-family: National; line-height: 22px;"><div class="publication-date text-gray" style="box-sizing: inherit; color: rgb(102, 102, 102) !important; font-family: National; font-size: 0.8125rem; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; margin-top: 0px; padding-bottom: 1.5rem; padding-left: 0px; padding-right: 0px; padding-top: 0px; text-transform: uppercase;">
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chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0tag:blogger.com,1999:blog-7937749629445163655.post-70229110101195874872015-10-06T21:15:00.001-07:002015-10-06T21:20:05.962-07:00The polls and the pollsters--WHO IS SHE?It surely must seem to many that this is indeed the silly season. How otherwise can you explain Donald Trump, Carly Fiorina and Ben Carson doing so well in the Republican polls?<br />
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You can get any number you like, just about, for Carly Fiorina--someone virtually no one in middle America had heard of until a few weeks ago. Here's the best she is purportedly now doing (in New Hampshire):<br />
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Over in Iowa, she's not faring as well, but she's still ahead of Bush, who's far better known:</div>
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I didn't know that they do polls of the pollsters--lessee now, can we average what the pundits think?</div>
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This is Carly's 'worst showing' -- apparently the professionals are pretty sure she's not all that good. And indeed the staunch Republican drums are beating..."Let's get Marco, he's our only hope"</div>
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<a href="https://www.blogger.com/blogger.g?blogID=7937749629445163655" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><br /></a>So, no wonder I'm getting occasional calls, and even have sold some of the <b><i>HP Phenomenon</i></b> books--who'd have thought this would become a political best-seller? Stranger things have happened, but not really to me very often.</div>
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So, after the initial flurry of notes that I posted, somewhat in a huff about the way the pundits were treating 'our girl' and her TERRIBLE LEADERSHIP at HP, I kinda went silent to digest all of the press copy and perspective of just about every business rag and analyst alike. </div>
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Maybe a recap would be in order....</div>
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chuckhttp://www.blogger.com/profile/02839533140154798841noreply@blogger.com0