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Date: Wednesday, 01 Mar 2006 04:56

This site is abandoned, please redirect to http://www.jeffnolan.com/.

After 08AF posts (you figure it out) I am moving on from Typepad. I will no longer be posting on this site, or repsonding to comments. Please update your links and come over to the new home.

Author: "jeff"
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Date: Tuesday, 28 Feb 2006 22:00

Too funny. Substitute your favorite German enterprise software company. via Scoble.

Author: "jeff"
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Date: Tuesday, 28 Feb 2006 21:14
Third he claims that the media took a narrow survey and implied broad implications for quality with high-level coverage.  This is somewhat true, and, well, what mainstream media does.  And what Carr did with his first claim.  But the articles did link to the actual study.
Ross is fact checking Carr who is fact checking Wikipedia in what appears to be a drawn out mission to discredit it as a reference source. Okay Nick, we get it... you don't like Wikipedia, think it's flawed. Got it, move along.

Two things bothered me about the Carr post, first it would have been better in the discussion pages that are attached to every Wikipedia entry, and secondly, he didn't provide any links to the source material he is quoting.


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Author: "jeff"
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Date: Tuesday, 28 Feb 2006 20:38
"Jobs then segued into how 40 percent of all autos sold in the US included integrated iPod support as an option,"
I'd like to see the fact base on that claim... perhaps he means "4 out of 10" automobile manufacturers have ipod support as an option on some models.

The new Mac Minis are nice, but it's a shame that the price had to increase by 50%... hopefully you get a keyboard for $600.


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Author: "jeff"
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Date: Tuesday, 28 Feb 2006 17:55

It's interesting that Google has the support of the ACLU in their recent dispute with the DOJ about the subpeona for keywords and search results. I found this statement from the ACLU to be rather ironic:

"It's never been a principle of law that people can read your e-mail as long as they don’t know who you are," Jim Dempsey, CDT's policy director, told internetnews.com.
I guess the ACLU doesn't use Gmail.

Author: "jeff"
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Date: Tuesday, 28 Feb 2006 16:27

Time to celebrate, today is National Pancake Day... also known as Fat Tuesday. Sorry IHOP is not serving up free pancakes.

Author: "jeff"
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Date: Tuesday, 28 Feb 2006 06:09

Censorship is breaking out all over the place, and when BoingBoing gets blocked you really have to wonder what the hell is going on.

Last week, we reported that Boing Boing was blocked
by entire countries including the United Arab Emirates, and by many
library systems, schools, US government and military sites, and
corporations.

Today, we've learned that Internet Qatar, the sole ISP in the State of Qatar, has also banned BoingBoing.


Author: "jeff"
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Date: Tuesday, 28 Feb 2006 05:19

My more observant readers likely noticed an interesting link on my sidebar titled "Web 3.0 Wiki". The more curious of you clicked on that link only to be directed to a login screen, at least before today you did.

The original idea for this was born out of the simple question "what is web 2.0 for business users". I have not quite found the answer to that question but I have discovered that many of the consumer web2 services have great applicability behind the firewall. One of the more obvious examples is del.icio.us style tagging for intranet content, something you can get with the Tags.app plugin for Movable Type.

I have been tinkering with this for a couple of weeks and having tried several versions I've opted for a simple catalog approach. Please help me build this out by adding categories, providing company descriptions, and by adding new companies and projects. Two more sections I will be adding are actual production case studies and a blogroll focusing on the topic.

Lastly, thanks to Socialtext for hosting the public wiki.


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Author: "jeff"
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Date: Monday, 27 Feb 2006 22:05
I think the answer's simple: VCs. VCs are great are crafting value propositions for enterprise software and semiconductors. They understand those industries very, very well.
But they distinctly don't understand media and culture, and so they can't craft value propositions (or build the right relationships, etc) for their portfolio companies - and that's when they invest in the right companies to begin with.
The short answer is: Yes

I was on a panel recently focused on web 2.0 in the enterprise and I made the comment, about 2/3 of the way through the panel, that it was interesting that all of these smart people were in the room expecting the software vendors to tell them how to implement web 2.0 when in fact the entire point of web 2.0 is to enable a high degree innovation and creativity in how it gets deployed. In other words, it's  up to the enterprise in question to find the right mix of software and application in order to realize value.

There was a comment in the above blog post that caught my attention. Michael respectfully disagreed with my statement on this and to be quite honest I think his logic was accurate as to why I was wrong to say what I did. However, as Ross pointed out in the same panel, Socialtext "sells features, customers figure out the benefits" and that I very much agree with and this is why I think it's accurate to say that not only are venture capitalists caught in the chasm, but traditionally trained marketing people as well (full disclosure, since leaving Ventures I have been part of a traditional marketing organization). Therefore, under the filter of traditional marketing I was wrong to suggest what I said, but considering that traditional marketing may not be appropriate for web 2.0 at this stage I'm still going to say it.
Author: "jeff"
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Date: Monday, 27 Feb 2006 20:20

until sapventures.typepad.com is abandoned in favor or www.jeffnolan.com. As of March 1st I will no longer be posting on this site. Please update your bookmarks, links and feeds. Thanks.

New site link: http://www.jeffnolan.com/ or http://www.venturechronicles.com/

New feed details:http://feeds.feedburner.com/VentureChronicles

Author: "jeff"
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Date: Monday, 27 Feb 2006 20:17

With all of the noise being made about multiple core CPU's right now it is easy to forget that there is a massive development effort underway to bring developer tools to market so that the power of these new chips can be realized.

Octopiler is intended to become just such a compiler—one that can take
in a sequential program that's written to a unified memory model, and
output binaries that make efficient use of the massive, heterogeneous
system-on-a-chip that is the Cell Broadband Engine.

If we draw a line from where we are today with developer tools to where we need to be we can see an intersection point roughly in the space of fabric computing. We've been looking at fabric computing largely as a problem of writing to a cloud of servers when in fact it's far more likely that developers will be writing to a cloud of processor cores, something current generation tools don't handle very well.

There is likely another opportunity for startups in the area of debugging tools, which are currently not very easy to use in multicore processor implementations because of the prevalence of process abstaction. Another quality problem for multicore systems lies in concurrency, which by their very nature multicore processors are intended for.

Off the cuff I'd have to say that there is a strong sector play to be made in developer tools providing someone can get out of the gate with a tool that is targeted to developers working exclusively on new generation hardware platforms, whether they be PS3, Apple Core Duo, or Intel's boxes.

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Author: "jeff"
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Date: Monday, 27 Feb 2006 16:40

Interesting to see how Google can frustrate the best efforts of the best marketing organizations. Take a look at this screenshot, and witness the sponsored link for the Nike promotional site joinbode.com. Would you be interested in "exploring Bode's philosophy" after reading any of the returned search results? Whatdayathink Nike spent on Bode, $7, 10, 20 million?

Author: "jeff"
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Date: Monday, 27 Feb 2006 16:32

Funny. Thanks Morris.

Ellison described ORACLE's long-term strategy to develop a scalable religious architecture that will support all religions through
emulation. A single core religion will be offered with a choice of interfaces according to the religion desired -- "One religion, a couple of different implementations," said Ellison.

Author: "jeff"
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Date: Monday, 27 Feb 2006 16:19

Microsoft released some products for Microsoft Outlook last week in the form of source code packages available under their Shared Source license. Dynamic Snaps are plugins for Outlook that integrate with, among other things, Microsoft CRM.

The new programs are available on GotDotNet.com and enable users to
enter or retrieve data using Microsoft Dynamics AX 3.0 and Microsoft
Dynamics CRM 3.0, within the familiar Office client environment.
Microsoft partners and other independent software vendors (ISVs) can
benefit by using the shared source code in the Snap-ins that have been
developed for Microsoft Office to enhance or customize the shipped
solutions or to use them as examples to build new composite
applications for their customers.

I think it's a little misleading for Microsoft to be calling these Snaps "products" though given that they are really unsupported source code modules that you have to implement and maintain yourself.

PS- the term "information workers" is so 1990's, and on top of all that largely an unfulfilled promise. Time to stop using it.

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Author: "jeff"
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Date: Friday, 24 Feb 2006 18:16

More on the resignation of Larry Summers earlier this week.

But student response to the ouster suggests another long-term outcome. Although the activists of esteryear may have found a temporary stronghold in the universities, a new generation of students has had its fill of radicalism. Sobered by the heavy financial burdens most of their families have to bear for their schooling, they want an education solid enough to warrant the investment. Chastened by the fall-out of the sexual revolution and the breakdown of the family, they are wary of human experiments that destabilize society even further. Alert to the war that is being waged against America, they feel responsible for its defense even when they may not agree with the policies of the current administration. If the students I have come to know at Harvard are at all representative, a new moral seriousness prevails on campus, one that has yet to affect the faculty members because it does not yet know how to marshal its powers.


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Author: "jeff"
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Date: Friday, 24 Feb 2006 17:57

Star Wars: The Empire Brokeback, too funny.

UPDATE: Top Gun: Brokeback Squadron is definitely the winner in this category.
Author: "jeff"
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Date: Friday, 24 Feb 2006 16:42

SAP's market capitalization surpassed that of Oracle today.

UPDATE: Jack makes a really good comment, he's absolutely right:
Only undiluted--the diluted market caps (and more importantly, enterprise values):

SAP Mkt: $64.30 b
ORCL Mkt: $64.95 b
SAP EV: $58.04 b
ORCL EV: $62.61 b

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Author: "jeff"
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Date: Friday, 24 Feb 2006 15:44

I was talking with someone yesterday who is considering coming to work for SAP, he also has an offer from Google. One of the interesting comments he made was about how Google has a lot of people who are very good at creating new products but not accustomed to maturing them. In other words, look for a wave of hiring for product managers and engineers who are strong at incremental product planning, release planning, and upgrade development work. That is assuming of course that Google actually moves their popular services out of "beta".

The latest example of Google rolling out a new product and either underestimating demand or simply having a ham handed approach to maintaining scale on their beta is their Web Page Creator and the move to turn off new user registrations.

Well, here we go again. Google announces a new service and then within hours (about nine according to InsideGoogle) of annoucing it temporarily stops people from registering to use it.
The other really amazing example of poor product planning by Google is their Desktop v3 product and the issues around security that enterprise customers raised. I guess Google figured they were in the bad on this one so they did something surprising and just admitted that there was a security risk.
"We recognize that this is a big issue for enterprise. Yes, it's a
risk, and we understand that businesses may be concerned," said Andy
Ku, European marketing manager for Google.

But the question I had when I read this was more basic "what, someone didn't think about this before you developed the product?" Another example of Google being tone deaf to concerns their customers have. Google rather lamely says that security is an issue that companies themselves have to address. Yeah, they might want to chat with the guys up in Redmond to see how well that messaging works. SAP's network prevents anyone from downloading Google Desktop, so I guess we did take responsibility for maintaining strong security policies.


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Author: "jeff"
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Date: Thursday, 23 Feb 2006 21:47

This is not technology related at all, but I did think back to the Google China episode a few weeks back when I read this op-ed in the Post today. What irritated me then was watching Google resist subpeonas from the DOJ for non-private information (keywords and URL's) on pornography one week, and not even a full week later saying that censoring speech in order to do business in China was okay by them.

As I have witnessed the Cartoon Jihad unfold across the globe I am reminded of the same level of hypocrisy in the major media outlets. In the same week the Mohammed cartoons blows up, Rolling Stone is running a cover with some rap star dressed up like Jesus at the Cruxification. How is it that the media holds itself to a high standard of sensitivity to Islam but not to Christianity?

Of course it's really not about Christianity vs. Islam at all, but something more profound and it's rooted in a pandering to one part of the world while expecting something more from another... not at all unlike Google acting as an agent of the Chinese government while at the same time being indifferent to the U.S. government.

While we may disagree among ourselves about whether and when the public
interest justifies the disclosure of classified wartime information,
our general agreement and understanding of the First Amendment and a
free press is informed by the fact -- not opinion but fact -- that
without broad freedom, without responsibility for the right to know
carried out by courageous writers, editors, political cartoonists and
publishers, our democracy would be weaker, if not nonexistent. There
should be no group or mob veto of a story that is in the public
interest.

Author: "jeff"
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Date: Thursday, 23 Feb 2006 20:17

Larry Barbetta was unable to come to terms with Oracle on a new contract and has left the company. Larry, as many of you know, was running Siebel's analytics group and was slotted to run the combined Oracle business unit for analytics. Chuck Phillips will make the internal announcement today about Larry leaving, if not already.

Author: "jeff"
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