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- Apple Confidential / Need to Know
-
- By: Michael Bobrowicz, Dave Garr, Michael Mace.
-
-
-
- Effect on Customers
-
- IBM did an excellent job of creating some “top line” perceptions in the minds
- of customers:
- • That IBM customers will see the same interface regardless of application or
- desktop device.
- • That developer support for OfficeVision is overwhelming.
- • That the only way customers can take advantage of this new functionality is
- by putting IBM hardware on every desk.
- But the reality is significantly different from the perceptions.
-
- Who will control the desktop? Even though the new functionality of
- OfficeVision is delivered first on PCs and LANs, IBM has positioned this as an
- MIS/mainframe-centered announcement. The role of the personal computer, which
- IBM now calls the Programmable Workstation, is to serve as an entry point to
- host-resident data and applications. IBM is asking its customers to turn over
- the keys to the desktop in order to get at their host-based data. While this
- will appeal to those customers who “don’t buy it if it doesn’t say IBM,” other
- customers may feel threatened.
-
- It is not clear if IBM will actually try to physically lock competitive PCs out
- of OfficeVision, or just threaten to do it (a typical FUD tactic). We think
- the latter is much more likely. The situation with OS/2 Extended Edition is a
- good example. IBM still won’t guarantee that third party PCs (like Compaq) can
- run Extended Edition, the operating system on which OfficeVision is based. In
- reality, clones can currently run Extended Edition, but IBM won’t say so. IBM
- is also holding open the possibility that future versions of EE will be somehow
- connected to the PS/2’s Micro Channel architecture, precluding clones from the
- desktop unless they pay IBM royalties. This is the sort of uncertainty
- customers will face when they consider moving to IBM’s solution.
-
- Migration costs. Customers who buy into Office Vision and Extended Edition 1.2
- will be asked to replace their current LAN operating system, LAN or
- minicomputer based office information applications and hardware, and third
- party communications cards and software. All will be replaced with proprietary
- IBM hardware and software. This would mean a very disruptive migration for
- some firms.
-
- Broken promises in SAA. Although IBM touts OfficeVision as a fulfillment of
- SAA, the product also violates some of the promises IBM made when SAA was
- announced. IBM said that Common User Access, the interface specification in
- SAA, would guarantee customers the same user interface on its terminals and
- PCs, regardless of the application, processor, etc. This is no longer the
- case, because OfficeVision does not work the same on terminals as it does on
- PCs. In addition, IBM’s other software announced alongside OfficeVision uses
- other interfaces, some of them very different from OfficeVision. Instead of
- simplifying its interface situation, IBM has actually complicated it further.
-
- The bottom line is that either IBM will be attempting to force its customers to
- move away from terminals, an expensive prospect, or IBM will not be delivering
- a truly consistent interface across its products—invalidating its original SAA
- promises.
-
- Developer issues. The OfficeVision developers which were featured in the IBM
- announcement are obvisouly getting advanced looks at the OfficeVision
- programming interfaces. In the PC world this means Microsoft and Lotus have a
- head start. In addition, Microsoft’s claims that its operating system
- operation and its application operation are thoroughly separated is undermined
- by its cooperation with IBM on OfficeVision. This sort of pseudo “insider
- trading” has the potential to upset a lot of developers.
-
-
- Long-term effect on Apple
-
- It’s too early to be sure how OfficeVision will affect Apple long term. We
- won’t have any firm ideas until we actually see the product. In the short term
- we believe that some loyal Fortune 1000 customers may postpone purchases
- pending evaluation of the released product.
-
- Apple probably will be able to connect Macintosh workgroups to OfficeVision
- services, if compatibility with OV becomes a check-off item for customers. In
- fact, in order to lock Apple out of OfficeVision, IBM would have to violate
- some of its own SAA guidelines for programming and communications interfaces.
- So either Apple can get in easily, or SAA—the centerpiece of IBM’s computing
- strategy— is invalid.
-
-
- 3. IBM’s Approach vs. Apple’s
-
- Superficially, the vision of corporate computing now being articulated by IBM
- is similar to Apple's: make the PC a window to transparently access the
- company's computing resources. However, there are several major differences
- between IBM's approach and Apple's.
-
- IBM’s approach is sometimes referred to as “big, blue, bolted, and belated.”
- (“Big” because it requires so much hardware; “blue” because IBM connects mostly
- just to IBM, “bolted” because elements tend to be stuck together incrementally
- instead of crafted as a whole, and “belated” because products with similar
- functionality were available from other companies long ago.) Here’s how
- Apple’s approach compares to IBM’s:
-
-
- Focus: User vs. Mainframe
-
- Apple’s design focus is on empowering the person using the computer. Because
- Apple makes only personal computers, it can pursue that approach without
- contradictions or hidden agendas. IBM, on the other hand, has a massive
- mainframe business to protect. This forces it to adapt its PC products to the
- needs of the mainframe. In fact, IBM officials said after the OV announcement
- that one of its main purposes was to drive up the use of mainframes.
-
- Customer Impact: Disruption vs. Compatibility
-
- For many IBM customers a commitment to OV will mean abandoning substantial
- investments made over the years on applications and data. As an example, to
- support OV Mail, customers will have to move away from popular systems such as
- PROFS.
-
- In contrast Apple presents a track record of user interface consistency, of
- application compatibility between older and new systems, and of system
- upgradability over the years. A Mac customer can still use the 1984 Multiplan
- spreadsheet designed for the Mac 128 on a Mac IIx in 1989; or can transfer the
- spreadsheet data into a more powerful application.
-
-
- Availability: Promises vs. Reality
-
- As mentioned earlier, OV will not become a widespread reality across all main
- IBM systems for quite some time. One IBM customer—a member of the OV Advisory
- Council and, therefore, with a head start in SAA implementation—was quoted by
- the press as ready to seriously consider implementing OV three years from now!
-
- Many functions equivalent to OV are available on the Macintosh today. As an
- example, Mac customers have today the choice among at least six E-Mail systems
- and three calendaring applications from third parties.
-
-
- Price: High Cost vs. Added Value
-
- While the prices for the OV software on the PC or the PS/2 are relatively
- reasonable, the price for the minimal hardware configurations to run this
- software is practically outside of the normal personal computer price range.
- According to the Gartner Group, the price is at least $12,000 for a PS-based
- client workstation and $18,000 for a PS-based server.
-
- Macintosh customers can choose within a range spanning from the Macintosh Plus
- to the Macintosh IIx. And, for networking applications, sophisticated
- functionality is made available to smaller Macintoshes through the distribution
- of communications functions over AppleTalk; as an example, a Mac II with a
- TokenTalk NB Card can distribute MacAPPC sessions to Mac Plus and SEs connected
- to this Mac II via LocalTalk cabling.
-
-
- Openness: Single Vendor vs. Multivendor
-
- IBM is working hard at getting as many third party software vendors as possible
- to support OV. So far most of the companies on the OV bandwagon are mainframe
- software vendors. Though it is expected that other computers will be able to
- connect to OV systems (Apple will connect the Macintosh when OV becomes
- dominant within the IBM environment), IBM is definitely turning the page of the
- era when MS-DOS could run on a wide range of platforms.
-
- For the Macintosh, Apple has clearly stated a multivendor strategy. For
- networking, while Apple continues to develop AppleTalk as an integral part of
- the Macintosh architecture, the company works hard at enabling the execution of
- the AppleTalk protocols on other systems. In addition, Apple’s strategy
- clearly defines the integration of the Macintosh into four dominant computing
- environments (i.e. Digital, IBM, OSI, TCP/IP) as top priority.
-
-
- User Interface: Contradictions vs. Consistency
-
- One of the main objectives of SAA is to enable various IBM systems to
- interoperate by reducing the number of hardware/software combinations through
- the selection of a minimal set of specifications for each critical aspect of a
- computing system (e.g. data base system, programming language, communication
- interface, user interface, etc.). With the announcement of OV—which is
- supposed to strictly follow the SAA rules—IBM has introduced at least four new
- user interfaces.
-
- In contrast, Apple’s approach shines by its simplicity and its elegance.
- Apple’s user interface has evolved since 1984 with a remarkable consistency.
- This is the result of careful choices, of crafted integration, and of
- persistent evangelism. While IBM tries to narrow down by leaps and bounces,
- Apple expands through regular and meaningful increments.
-
-
- Specifications: Moving Targets vs. Enduring Approach
-
- This report describes how IBM is changing the Common User Access (CUA)
- specifications—an integral part of SAA—to accommodate new user interfaces, and
- IBM’s decision to declare “dumb” terminals second class citizens (before
- becoming dinosaurs, then extinct). This is an interesting approach: change the
- specifications to accommodate new products rather than design new products
- according to the specs. How do IBM customers and third party friends find
- their way through such moving targets? How can they be sure that the targets
- are not going to move again?
-
- On the Macintosh side the contrast is again striking. The persistence of the
- original vision, the intense focus on the user, and the perpetual search for
- elegance are key factors that have guided the evolution of the Macintosh
- specifications since day one. The contents of the specifications in Inside
- Macintosh have rarely changed; they have been extended instead. The result of
- this enduring approach is, year after year, an increasing number of innovative
- applications which share a consistent user interface but which, at the same
- time, exploit the increasing capabilities of the Macintosh.
-
-
- 4. OfficeVision Q & A
-
- Q: What is Apple's overall response to Office Vision?
-
- A: We are very interested in IBM's OfficeVision and will watch it closely as
- IBM continues to work on it. Of course, providing a consistent personal
- computing environment for the user has always been a foundation of Macintosh,
- and Apple has provided this to our users since the Macintosh was first
- introduced.
-
- As was discussed in the previous section, IBM’s approach bears some superficial
- similarities to Apple’s, but the underlying goals are very different. IBM’s
- mainframe-centered approach is fundamentally different from Apple’s PC-centered
- vision. This diagram illustrates the contrast:
-
-
-
- Other Questions
-
- Q: If I want to run OfficeVision, am I required to buy only IBM PCs?
-
- A: Since OfficeVision is not yet a real product, it's difficult to say
- anything definite about it. However, Gartner Group, an independent PC analysis
- firm, has studied OfficeVision and says that third party PCs will be able to
- connect into it. Gartner believes that IBM will try to make compatibility
- sound uncertain, in order to encourage customers to buy PS/2s. Specifically,
- Gartner says Macintosh is not locked out of OfficeVision.
-
-
- Q: How does Macintosh software compare to OfficeVision?
-
- A: Third-party Macintosh developers already offer many of the features
- promised in the future for OfficeVision—things like calendaring, electronic
- mail, and document storage and retrieval. Other Macintosh products, like the
- multiuser document editor Markup, give workgroup features not found in
- OfficeVision.
-
-
- Q: Isn't OfficeVision the only way to get one user interface throughout a
- corporate computing environment?
-
- A: IBM's products will not all share one interface even after OfficeVision
- ships. In fact, at the May announcements, IBM announced four different
- interfaces: OfficeVision itself, the new version of OS/2 Standard Edition, the
- IBM Data Interpretation System (Metaphor), and IBM Executive Decisions/VM. If
- you count the Next Step interface adopted for IBM's Unix products, the company
- plans to sell at least five different graphical interfaces.
-
-
- Q: How does the cost of OfficeVision compare to Macintosh?
-
- A: Macintosh is less expensive per user. According to Gartner Group, a
- Macintosh IICX configured for network use costs $8,311, while its IBM
- equivalent set up for OfficeVision, an IBM PS/2 Model 70, costs $12,956. Much
- of that difference is due to memory costs; OfficeVision requires eight or more
- megabytes of RAM in order to function.
-
-
- Q: Now that IBM is giving me a good graphical interface, why should I buy
- Macintosh?
-
- A: Four reasons:
- 1. Apple has it now.
- 2. Macintosh uses one consistent interface. IBM offers at least four.
- 3. We think the Macintosh interface is significantly better than the ones
- IBM is developing.
- 4. Macintosh is a lot more than a pretty interface. It is, overall, the
- best personal computer in the world. People buy it because of everything it
- does for them, not just for the way the screen looks.
-
-
-
-
-
-
-
- OS/2 EXTENDED EDITION
-
-
- Features & Evaluation
-
- IBM announced a number of enhancements and new feature additions to Extended
- Edition, its proprietary version of OS/2. The new Extended Edition 1.2 has a
- lot more workgroup communications and database functionality than the current
- version, 1.1.
-
- The specifics of the Database Manager and Communications Manager enhancements
- are discussed below. The intent of the announcement is clear: add relational
- database connectivity between any IBM computers, a crucial component of IBM’s
- strategy. Such capability is essential to what we believe is IBM’s ultimate
- intention: to turn mainframes into corporate wide servers. Without some sort
- of “any to any” database capability, IBM would be unable to do this.
-
- IBM has essentially outlined a strategy and (provided the initial pieces) where
- any client can access any database server regardless of the processor used by
- the server, or its location (either physical or logical). APPC (Advanced Peer
- to Peer Communications) is the programming enabler for this connection while
- Token Ring or SDLC (Synchronous Data Link Control) is used for transport.
-
- Evaluation. In the LAN environment, IBM has not delivered startling
- functionality. Any number of LAN OS vendors and third parties offer the same
- sort of features. What IBM has done is combine all of these elements into a
- single system. While the individual components lose some luster in head to
- head comparisons, the total solution is impressive—assuming IBM delivers as
- promised.
-
-
- EE Database Manager Enhancements
-
- Remote Data Services: Allows a PC to function as a database requestor and/or
- database server workstation. Remote Data Services will allow multiple
- workstations to access a common database, or a single workstation to access
- geographically distributed databases. The location of the server database
- should be transparent to the requesting user (or application). Using remote
- Data Services, multiple application programs can access a single data base at
- the same time. Also, a single application can access multiple databases
- serially. Remote Data Services can be used in an IBM Token Ring, IBM PC
- Network LAN or Ethernet environment. Any workstation using the Remote Data
- Services, as server or requestor, will use the APPC programming interface in
- the Communications Manager.
-
- DOS Database Requestor: Allows a DOS workstation to access an OS/2 Extended
- Edition Database Manager database. The DOS Requestor supports the SQL
- (Structured Query Language) application programming interface in the DOS
- environment. It also supports a subset of the Database Services Environment
- Utility. But there are two important caveats: First, applications running on
- the DOS Database Requestor must be precompiled on an OS/2 Extended Edition
- database manager workstation and then compiled as a DOS application. Then the
- application can be transferred to the DOS workstation for execution. Second,
- the DOS Database Requestor is not provided with a graphical user interface.
-
- Query Manager Callable Interface: This lets an application call EE’s database
- Query Manager.
-
- Business Graphics Interface: Customers can use this to install and use a
- vendor business graphics program that has been written to this interface. This
- means report data that was accessed by an SQL query can be displayed
- graphically.
-
- User profile management and SQL Grant/Revoke statements are security measures
- designed to help control user access to a database and the tables within a
- database.
-
- COBOL, Pascal, and FORTRAN support allow embedded SQL statements to be
- included in programs written in COBOL/2, Pascal/2 and IBM FORTRAN/2. SQL
- statements may be embedded into application programs allowing the programs to
- interface with the Database Manager and access the data in the database.
-
- Query Manager operation as a Presentation Manager application. This means the
- Query Manager can utilize Presentation Manager controls, graphics, icons and
- windowing capabilities.
-
- Operational Status Tool provides a snapshot of information about current
- database activity. Among the information provided is information about where
- the databases are located, names and user detail information on each user
- connected to the database.
-
-
- EE Communication Manager Enhancements
-
- SNA Gateway support increased. It now supports 256 workstations, up from 32.
- The gateway allows access to a System/370 host computer by users connected to
- the gateway via an IBM Token Ring, IBM PC Network LAN, SDLC switched link, or
- an X.25 network. The personal computer acting as the gateway appears to the
- host as a single physical unit with up to 254 logical units, which can be
- shared among the workstations. The workstation appears to the user as if it
- were directly attached to the host.
-
- 3270 emulation improved. IBM added 3270 host directed support, 3270 graphics
- support enabling and presentation space print (3270 local copy only). Multiple
- printer sessions are supported and the workstation can be standalone or
- connected to a gateway. In addition, 3270 graphics support works with the
- GDDM-OS/2 Link, which is a program that adds graphics support to the 3270
- emulator. This allows workstations to function as GDDM mainframe graphics
- terminals. GDDM pictures can be printed or plotted or saved to a Presentation
- Manager metafile.
-
- The 3270 and ASCII emulators now use the Presentation Manager and its windowing
- facilities. Each logical terminal will appear in a separate window that can be
- individually manipulated by the user. The functionality includes starting,
- stopping, moving and sizing windows. The 3270 emulator can also use Mark, Cut,
- Copy, Paste and Undo. The ASCII emulator has support for Mark and Copy. Users
- can transfer information between Communication Manager windows and other
- application windows that support clipboard.
-
- Ethernet support. Communication Manager now supports Ethernet DIX version 2.0
- and IEEE 802.3 LANs. The Network Driver Interface Specification (NDIS) is used
- to provide this support.
-
- X.25 support. Called OS/2 Extended Edition Version 1.2 X.25 Packet Switched
- Data Network (PSDN), it allows Model 50Z or higher machines to attach to and
- communicate with other systems or host computers having appropriate X.25
- support.
-
- AS/400 communications has been improved to allow IBM Token Ring, X.25,
- twinaxial, and remote connection via the IBM 5394 Remote Control Unit links (in
- addition to existing SDLC links). All these use LU (Logical Unit) 6.2
- protocols. A 5250 workstation feature was announced that provides the
- functions of up to five display/printer sessions.
-
- LAN Requestor supports HPFS. The LAN Requestor in Extended Edition 1.2 will
- work with the High Performance File System of the new OS/2 Standard Edition.
- In addition to performance improvements, this system will manage large disk
- media.
-
- LAN Server, LAN Manager integration improved. IBM improved the
- interoperability between LAN Server and Microsoft’s LAN Manager by announcing
- support for an additional 83 LAN Manager APIs, including Named Pipes and Mail
- Slots. Properly-written OS/2 programs should be able to access the Microsoft
- and IBM LAN servers interchangably.
-
-
- OS/2 EE Analysis
-
- EE 1.2 offers no price/performance or functionality breakthroughs relative to
- competitive systems. IBM has done two things with this announcement:
- (1) Articulated its vision of a distributed/cooperative environment at the
- desktop level; and
- (2) Provided much of the protocol infrastructure needed to implement this
- vision.
-
- We believe Macintosh competes well in terms of protocols supported. In fact,
- Macintosh offers a superior experience by accessing those protocols smoothly.
- Still, there are some features IBM will offer that are not yet available in
- Apple labeled products, and IBM has fixed some glaring flaws in Extended
- Edition.
-
-
- Flaws in EE that IBM fixed
-
- Cut and paste added to 3270, ASCII emulation. This is done via the
- Presentation Manager and its windowing facilities. IBM customers will be able
- to cut, copy, paste, etc. in much the same way Apple customers do.
-
- IBM also improved the graphics capability of its 3270 emulation products by
- adding multiple printer session support and the GDDM-OS/2 link. Such host
- based graphics support is not included in Apple’s Coax/twinax NB (NuBus) card.
- We think IBM is likely to use that to help differentiate its product from
- Apple’s.
-
- LAN Server, LAN Manager interoperability improved. This eliminates a major
- source of customer concern. IBM’s LAN operating system and Microsoft’s LAN
- operating system will now be able to work together with a minimum of
- difficulty. For example, a customer on a LAN Server network (which is IBM’s
- LAN operating system) will be able to print to a printer on a LAN Manager
- network (this is Microsoft’s product). Before the announcement, this was not
- possible. Macintosh connects to these two environments via third party support
- from Novell (Netware for the Mac, which is shipping now) and 3Com (3+ Open
- scheduled to ship in early ‘90).
-
-
- IBM is Seeking the Lead in Distributed Computing
-
- IBM has articulated its vision. We think the biggest difference between EE 1.2
- and Macintosh is directional: IBM has more fully articulated its vision of
- distributed computing. IBM’s vision is based on relational database (which
- includes the Database Manager of EE 1.2) and DIA/DCA (Document Interchange
- Architecture/ Document Content Architecture).
-
- How IBM’s vision works. In an oversimplified explanation, IBM’s vision
- consists of DB2 (database) running on mainframes that act as corporate or
- departmental data repositories. These repositories are accessed by standalone
- or networked PCs running Extended Edition. How that information is structured
- (page format, image storage, graphics definitions, etc.), is defined by the
- various object definitions within DIA/DCA.
-
- So for example, a customer could write a report whose graphics reside in one
- computer (mainframe, PC, or midrange wouldn’t matter), the text in another, and
- scanned images in a third. Using Extended Edition 1.2 and DB2, all the
- different objects could be sent to a single PC and turned into one report
- there. (In theory, some of the computational load could also be offset to
- upstream systems, but in practice we think they will be used mostly for data
- storage and retrieval.)
-
- IBM’s products aren’t ready, but its direction is clear. Customers can’t do
- this today because IBM has yet to deliver all the parts, but some essential
- components are available: LANs, Database Manager, and DB2. And IBM has made
- clear to its customers how it intends to proceed, which means IBM’s customers
- can begin planning. Apple offers connectivity into these IBM products as well
- as LAN capability (AppleTalk), and database access (CL/1) of its own. But
- Apple has not yet completely articulated how it intends to distribute
- processing, database access, etc. across its environment.
-
-
- Q & A
-
- Q: How do IBM’s connectivity products stack up against Apple’s?
-
- A: Apple’s products are much stronger in multivendor connectivity. The
- features Apple has added to Macintosh work to extend the reach and
- functionality of the computer smoothly, which is a contrast to IBM’s sometimes
- disruptive approach. We also think Apple systems will cost less, when fully
- configured, than IBM systems set up to do the same thing. IBM’s greatest
- strength is in connectivity to other IBM products. In that area, IBM currently
- gives a larger feature set than Apple does.
-
-
-
-
-
-
- OS/2 STANDARD EDITION
-
-
- Features & Evaluation
-
- IBM announced several enhancements that will be included in OS/2 version 1.2,
- which is scheduled to ship September 29, 1989. The most important of these is
- a new graphical file manager. IBM also promised to add some programmer tools,
- a new file system, and better driver support. The changes will remove some of
- the most glaring weaknesses of OS/2. We think Macintosh will remain a superior
- environment, but several of the easiest "knockoffs" against OS/2 will
- disappear.
-
- The file manager. IBM said two new graphical file management tools would be
- added to PM: the Desktop Manager and the File Manager. We aren't sure what
- the difference is between them, but together they appear to give PM an iconic
- file management system. IBM's documents promise iconic representations of
- files and direct manipulation of them using the mouse, but it is not clear
- exactly how it will all work. During the announcement, IBM showed screen shots
- of printer and document icons, but that was apparently OfficeVision. It's not
- clear which features will also be included in standard OS/2.
-
- New file system. IBM said it will add a new High Performance File System which
- can access up to two gigabytes of disk space, gives file names up to 255
- characters, and is reportedly much faster. Disks formatted using the new
- system cannot be read by computers running DOS. However, DOS programs working
- in OS/2's Compatibility Box will be able to read the new structure.
-
- Programming tools. The Dialog Manager is a tool designed to aid the creation
- of simple "form fill" applications. It provides a user interface shell into
- which a few simple interface elements like text entry boxes and push buttons
- can be added. The program does not support the system clipboard, and does not
- allow the programmer to access mouse movements or other user events. We think
- Dialog Manager will help programmers (especially MIS people in corporations)
- port some simple DOS programs to PM. However, it is not nearly as rich an
- environment as HyperCard.
-
- Other changes. Additional changes to OS/2 include the following:
- • A new PostScript print driver.
- • Sample driver code for programmers.
- • The capability to change mouse drivers without reinstalling the
- operating system.
-
-
-
- Competition/Customers
- Software folder
- 5/23/90
-
-