Wild and Crazy Analysis: The New March Madness

March 18, 2012

You must read each and every word of the article “Is Google Facing the Beginning of the End?” Now that you have read the write up, answer these questions. Take your time. You won’t get a grade, but you will have an opportunity to figure out whether you are more like the former Forrester “expert” or more like the addled goose in rural Kentucky.

Question 1: Is Google simplifying?

My view is that Google is more complex than ever. Want to set up a Google Custom Search Engine? You will need more skill that it takes to fire up the word processor and write a Forrester- or Gartner-type generalization.

Question 2: Is IBM focused?

My view is that any company which buys overlapping and duplicative products and bets its future on selling expertise to help companies make those products work may not fly here in Harrod’s Creek. IBM is a consulting firm but it has quite a few other activities and many activities means a lack of focus. How does one explain Lucene based Watson and the purchase of i2 Group? A lack of focus is my answer.

Question 3: Is it a surprise that Microsoft faces challenges?

I believe that the larger an outfit becomes the larger the challenges. And if there are not enough external challenges, the insiders will whip some up. My view is that a large corporation is a fiesta of challenges.

Question 4: Is Netscape a factor in anyone’s life today?

Wow, I did not expect Netscape as a case example from an azure chip consultant. My view is that Netscape had its moment in the sun and management muffed the bunny. Sure, Microsoft played a part, but there is no pass for lousy management.

Question 5: Did Sun forget what it was or was Sun an example of transcendentally bad management?

Sun was the engine of the Internet and then it wasn’t. Oracle’s acquisition of Sun may drag Oracle under water. Once again, my answer is management. Period.

Question 6: Do we need to be reminded that Yahoo is the poster child for Silicon Valley’s decline? At Yahoo, different management teams tried to make decisions which would move the company forward. What happened was a weird environment in which silos crowded out the corn fields. Yahoo makes clear that when there is money, an Internet centric company will try many things and avoid the big things. I submit that Yahoo embodies the “Yahoo principle.” I wish Laurence Peters were alive.

Question 7: Is Google edging toward evil?

My answer is that Google is doing what publicly traded companies do. Management is the issue. Amazon, Apple, Facebook, Microsoft, the US government, and any other exogenous entity and action are not the problem. After 13 years, Google will be Google.

Question 8: is Facebook error prone?

My answer is that Facebook manifests the same type of errors one associates with a company run by a founder who is essentially technical and not too keen on the MBA type of life experience. More excitement will be forthcoming from Facebook. The train is in motion and the tracks are not true.

Question 9: Is there a 1-2-3 recipe for killing a company?

My answer: There are 50 ways to leave a lover and just one way to kill a company: no money. Without dough, no go. You can put lipstick on a pig, but if you have money, it will be called art. If you are broke, you are a can or two short of a six pack.

Did your answers match mine?

Stephen E Arnold, March 17, 2012

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