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1992-03-06
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Recently, Corporate Software, Inc's Jennifer McNight interviewed Lucy
Baney, IBM's Personal Systems Director of Software Business Development,
on the Apple/IBM alliance and the future of IBM's OS/2. Following are the
comments from that interview which was published in Corporate Software's
February issue of Update. Update is a monthly newsletter that is
circulated to over 25,000 subscribers from various corporations.
=========================================================================
Q: Apple and IBM have promised a number of exciting new ideas and
technologies. But are these goals driven by customer requirements? How
do you balance the incorporation of new technology with customer
requirements?
A: Many independent studies, as well as those conducted by IBM and
Apple, highlight a number of key market requirements and
opportunities. Customers are expanding the use of intelligent
workstations beyond personal productivity to include workgroup
computing, access to their total computing resource such as midrange
and mainframe systems, and new advanced mission critical
applications.
In addition, the user community expects an intuitive, graphically
oriented user interface. They also need applications delivered
quickly that are flexible enough to meet constantly changing
business demands, and can be tailored for the way they work.
Customers also want more open systems that give them the
flexibility to choose among system vendors, while maintaining
portability of applications and minimizing the complexity of
managing a heterogeneous environment.
Application developers face a tremendous challenge in meeting these
requirements. They are looking for breakthrough technology that
will address the need for portability, and will reduce
development/enhancement cycle time, cost and complexity.
We believe that the IBM/Apple/Motorola technology alliance will
provide benefits to customers, not only today, but also in the
future. The products that are derived from our two new joint
ventures and the PowerOpen/PowerPC work will create fundamentally
new ways of working and learning.
For example, Apple and IBM believe that the integration of of
sound, video, graphics and animation with computers has enormous
potential in education and business. Our multimedia joint venture,
Kaleida, was formed to address this opportunity. Yet, multimedia
has not become pervasive, in large part because there is no
widespread industry agreement on data formats and system specifics
to support these technologies. As a result, few developers have
the economic incentive to develop and market multimedia products.
It is our intention to provide these specifications and formats
that can be widely accepted and used in multimedia, encouraging a
vibrant and innovative industry.
On another level, as computer systems and users have become more
sophisticated, a new class of computing problems has emerged. For
example, software development has become difficult, costly, and
inefficient. In large companies, there is a huge backlog of
application demand, yet it can take more than a year for an
in-house development team to create an application that may be
critical to the business. Apple and IBM intend to address this
area with the Taligent joint venture. Object-oriented software
technology will make it much easier and quicker for applications to
be created. This will result in new, innovative applications for
customers and exciting new opportunities for developers.
This relationship is not about one company or three companies but
about how to grow the industry for both vendors and developers. It
aims to provide a series of open platforms upon which any developer
can build and in turn provide low-cost, high-quality products to
our customers. The customer is the ultimate beneficiary.
Q: In the past, the industry has seen a number of unsuccessful strategic
alliances between vendors. Why do you think this agreement with
Apple will prove more productive and successful than some past
alliances?
A: First of all, you seem to imply that most strategic alliances
don't work, which isn't the case. Our work with Intel has gone on
for ten years and essentially created a $100 billion dollar
industry. Our work with Microsoft created the highly successful
DOS machine. Other successful alliances are in effect with Lotus,
Novell, Borland and dozens of other companies in the industry to
provide new uses at lower prices. This alliance is focused on four
essential areas and will produce solid technology foundations that
we hope will profoundly influence the future of computing.
To begin, networking products will make it easier for Apple's
systems to participate as clients in large enterprise networks.
Products such as the new Apple 16/4MB Token-Ring adapter have
already been announced, and IBM has licensed Apple's AppleTalk
protocol stack.
PowerOpen is an open computing environment comprised of three
elements:
A single-chip RISC design based on IBM's RISC POWER architecture.
It also includes an operating system based on IBM's AIX software
and its implementation of OSF/1 technology.
The third area that comprises PowerOpen involves that Macintosh or
Motif graphics interface on top of AIX. When you incorporate
Apple's Macintosh interface and the capability to run OSF's Motif
applications, you are looking at an open platform with what we
expect to be the broadest application suite of any UNIX-based
platform in the industry. Apple will base its next generation of
Macintoshes on this hardware and software and IBM will bring out
products as well. Both the chips and software will be available
for other vendors in the industry.
The third area of influence is the Kaleida multimedia joint venture
which I just discussed.
And finally, the Taligent object-oriented software project which I
also just told you about.
IBM and Apple share a common vision, and have complementary skills.
In addition, we've specifically set up independent, jointly-owned
ventures with Taligent and Kaleida so that they could pursue their
own business objectives.
Q: Specifically how do you think the alliance between IBM and Apple offers
a more compelling scenario for system and application development than
that offered by other major vendors - like Microsoft?
A: IBM and Apple are forming this alliance to bring to market new
foundation technologies that will not only address today's needs
but be a superior base for building more sophisticated and useful
future applications. Object-oriented technology, for example, has
been under development in both IBM and Apple for quite some time.
One of the key objectives in forming the Taligent joint venture is
to bring the benefits of this breakthrough computing environment to
customers sooner.
Object-oriented technology is being widely embraced by the
computing industry because of the substantial increase in developer
productivity and increase in software reliability, extensibility,
and maintainability. Object-oriented technology encourages more
shared application function, easier functional enhancement, and
end-user customization. It is particularly well suited to address
the new interfaces, distributed applications, multimedia support,
and rapidly changing business requirements. Taligent is charged
with building a complete object environment. Today's systems are
layered, meaning they will gradually incorporate object technology
onto the kernel. That's what's new, different and compelling
about it.
Q: What are predictions for the market acceptance of IBM OS/2 2.0 and
future versions of OS/2 and Windows from Microsoft? Do you think IBM
OS/2 2.0 can really edge out Windows from the desktop perspective? If
so, why?
A: OS/2 2.0 offers a state-of-the-art development and operating
environment. More than 25,000 DOS, Windows and OS/2 applications
are available for it. But OS/2 goes beyond the desktop
perspective. It was developed from a conviction that the inherent
limitations of DOS would inhibit the evolution of the next
generation of applications. These applications will demand
multiple threads of execution, large storage use, memory
protection, and support for enterprise and database access. As
such, OS/2 is much more than the addition of simple ease-of-use
features on top of DOS. It harnesses the power of the complete
computing environment: desktop, midrange and mainframe. That's
why so many large systems customers and application developers are
eager to get it. Windows extends DOS and makes the desktop easier
to use, but OS/2 harnesses all the capabilities and resources
--especially data--available to computer users who need easy-to-use
access beyond the desktop environment.
Let me try to size the situation for you. Windows introduced a
graphical extension to DOS. However, DOS cannot handle pre-emptive
multi-tasking system requirements, or run sophisticated mission
critical business applications in a complex communication
environment without reliability concerns. OS/2 can do all this and
more, while being simple for virtually any user.
Today we're beta testing with over 20,000 users. While we will
officially deliver the fully enhanced shrink wrapped version of
OS/2 2.0 in March, 1992, we delivered OS/2 2.0 to customers who
needed it with all the base function we promised by the end of
1991. By the way, we incorporated improvements that were requested
by customers and developers who participated in the most aggressive
early experience and testing program IBM has ever initiated for any
of its products. IBM has a lot of 32-bit experience with MVS, VM,
OS/400, AIX and OS/2.
Q: When we spoke with Bill Gates, we asked him about the IBM/Apple
announcement. He responded, "We honestly don't understand how the new
IBM/Apple offering will affect the industry. It is so confusing. At
first glance, it seems to obsolete OS/2, yet IBM is pouring all this
money into OS/2 today, and is trying to convince major customers to
invest in it (OS/2) as a long-term strategy. But either this new thing
isn't real, or OS/2 has been replaced as IBM's long-term strategy." How
do you respond to that statement?
A: Since the details of the alliance were announced October 2nd,
Bill wouldn't have known much about it when you interviewed him for
the Octber issues. As I said earlier, the Apple/IBM alliance
doesn't obsolete OS/2 at all. In fact, it strengthens the OS/2
strategy by laying out the roadmap for users through the end of the
decade. Remember, Microsoft is just getting started with its
32-bit strategy. We'll deliver ours in a full shrink-wrapped
version in March--and there was limited availability in December.
The key thing to remember is that the whole strategy we've laid out
protects users' investments in application software and hardware.
For example, a DOS or DOS/Windows application runs on OS/2.0.
Similarly we intend a compatible migration path to Taligent's
software environment when it's ready. In addition, new
object-oriented technology developed by Taligent can be
incorporated into the OS/2 environment as appropriate. This will
make it easier for our customers to move to the new environment
when they're ready and when it makes good business sense for them.
So you see, the object environment is a logical extension to OS/2,
an environment we've been working on for some time. OS/2 has been
and continues to be one of IBM's strategic operating systems for
the nineties. We have never wavered from that position.
Q: Once the promised object-oriented environment is introduced from the
joint venture, what happens to OS/2? What happens to the Macintosh
System? Will customers lose the investment they've made in these
environments?
A: We intend to provide the capability for the Taligent joint
venture's product to run OS/2 applications. That will protect
customer's current investments. We will continue to enhance the
OS/2 environment with object technology from Taligent. Because
we're providing application compatibility, our customers can choose
if and when to migrate to the new object environment. People use
what gets the job done for them. I'm sure you'll see millions of
OS/2-based machines around well into the next century. The press
so frequently portrays this as a binary issue and it's not. People
are going to use OS/2 for a long time.
Q: IBM is a major player in both the network and OS market. What impact,
if any, do you think Novell's acquisition of Digital Research will have
on the networking market? What impact do you think it will have on the
operating systems market?
A: You really need to ask Novell about this.
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Since Joining IBM in 1973 as a systems analyst, Lucy Baney has held a
number of positions within the marketing organization. She is currently
the Director of Software Market Development.
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