He claims to have been working with Palm closely for a year, yet he somehow must have missed how bad things were. The product was a week or two away from launch when he had to step away. To me it sounds like the bad decisions had already been made.
He claims to have been working with Palm closely for a year, yet he somehow must have missed how bad things were. The product was a week or two away from launch when he had to step away. To me it sounds like the bad decisions had already been made.
They didn't have the app ecosystem - no surprise. However the only way to get that ecosystem is years of investment. The Windows phone failed a couple years latter for similar reasons - nice device (or so I'm told), but it wasn't out long enough to get a lot of apps before Microsoft gave up on it.
Shout out to the Itanium sales forecast: https://upload.wikimedia.org/wikipedia/commons/8/88/Itanium_...
(This version of the graph is pretty old, but it's enough to get the flavor. The rate of new installations is still increasing exponentially, and the IEA continues to predict that it'll level off any day now...)
(It’s hard to harvest more power from a star than a Dyson sphere is capable of)
So, yeah, in a few years they'll be right. Even if for just a short time while the rest of the economy grows to keep up with the change.
an AMD alternative wasn't even a blip on the radar
Aside from it not being 64bit initially uh.. did we live through the same time period? The Athlons completely blew the Intel competition out of the water. If Intel hadn't heavily engaged in market manipulation, AMD would have taken a huge bite out of their marketshare.I'm well aware of Opteron's impact. In fact, the event when that info was related to me, was partly held for me to scare the hell out of Intel sales folks. But 64-bit wasn't really part of the equation. Long time ago and not really disposed to dig into timelines. But multi-core was an issue for Intel before they were forced to respond with Yamhill to AMD's 64-bit extensions to x86.
That's one way to explain it. Alternatively, one might say that FSB-based Netburst servers would not benefit much from multi-core because the architecture (and especially FSB) has hit its limitation. Arguably, Intel had no competitive product on the mass server market until 2006 and Core-based Xeon 5100 introduction. Only enormous market inertia has kept them afloat.
> In the 64-bit server space, which is really what's relevant to this discussion, AMD was pretty much not part of the discussion until Dell (might have been Compaq at the time) and Sun picked them up as a supplier in the fairly late 2000s.
That was one relatively small (servers number-wise) segment of the market. Introduction of Opteron servers and Windows Server 2003 64-bit has created a new segment of mass 64-bit servers which have very quickly taken over entire 32-bit (at that time) mass server market. That was the real market that Intel wanted for themselves with introduction of proprietary Itanium but failed to acquire it because of the compatibility issue. High-end mainframe-adjacent market segment indeed belonged to Itanium for many years after, but that wasn't the goal of Itanium. Intel wanted to be a monopoly on the entire PC&server market with no cross-licensing agreements but failed and had to cross-license AMD64 instead.
I don’t know what factors would make IEA underestimate solar adoption.
The IEA is an energy industry group from back in the days where "energy" primarily meant fossil fuels (i.e. the 1970s), and they've never entirely gotten away from that mentality.
Remember all the conspiracy theories about how someone invented a free energy machine and the government had to cover it up? Well they're actually true - with the caveat that the free energy machine only works in direct sunlight.
Something I ponder from time to time, while trying to figure out how to be less of a cynic and more of a leader.
Explain Amazon, Uber, Spotify, Tesla, and other publicly listed businesses that had low or even negative profit margins for many years.
The idea that Wall Street only rewards short term profit margins is laughable considering who is at the top of the market cap rankings.
It reminds me of a meeting long ago where the marketing team reported that oil was going to hit $400/bbl and that this would be great for business. I literally laughed out loud. At that price, gasoline would be about $18/gal and no one could afford to move anything except by ox cart.
Just for some rough math here - I’m currently paying around $1.20/L for gas, and crude oil cost is roughly half of that, so if crude went up by 6x, I’d be looking at $5/L for gas. Gas is currently about 20% of my per-km cost of driving, so that price increase at the pump would increase my per-km cost by about 60%.
FWIW that’s roughly the same per-km cost increase that people have voluntarily taken on over the past decade in North America by buying more expensive cars.
(Though this does apply to personal transportation only, the math on e.g. transport trucks is different)
I drive electric so like to imagine myself sheltered from gas price increases but I know grocery costs would explode
Not to mention less efficient cars.
I googled for a couple sources on the breakdown of the price of gasoline, and they seemed to be in agreement that the raw cost of crude is somewhere around half. (And broke refining out separately.)
I'm sure it's not perfect, but it seems fairly reasonable. (And it can be off by quite a lot and still not make a huge difference to the cost-per-km of driving.)
Look at gas prices in your area. Look at the price of crude. Divide.
How could you possibly not be able to estimate the fraction?
And yeah ideally you use an average number over some months and you sample the crude earlier than the gas but those are minor tweaks.
B) They shouldn't correlate by a particularly large amount in a competitive environment. For an approximation as rough as "half" and assuming no other changes it's not a big deal.
https://bitmason.blogspot.com/2024/02/the-sinking-of-itanic-...
https://www.sigmicro.org/media/oralhistories/colwell.pdf
'And I finally put my hand up and said I just could not see how you're proposing to get to those kind of performance levels. And he said well we've got a simulation, and I thought Ah, ok. That shut me up for a little bit, but then something occurred to me and I interrupted him again. I said, wait I am sorry to derail this meeting. But how would you use a simulator if you don't have a compiler? He said, well that's true we don't have a compiler yet, so I hand assembled my simulations. I asked "How did you do thousands of line of code that way?" He said “No, I did 30 lines of code”. Flabbergasted, I said, "You're predicting the entire future of this architecture on 30 lines of hand generated code?" [chuckle], I said it just like that, I did not mean to be insulting but I was just thunderstruck. Andy Grove piped up and said "we are not here right now to reconsider the future of this effort, so let’s move on".'
One really interesting related angle is the rise of open source software in business IT which was happening contemporaneously. X86 compatibility mattered so much back then because people had tons of code they couldn’t easily modify whereas later switches like Apple’s PPC-x86 or x86-ARM and Microsoft’s recent ARM attempts seem to be a lot smoother because almost everyone is relying on many of the same open source libraries and compilers. I think Itanium would still have struggled to realize much of its peak performance but at least you wouldn’t have had so many frictional costs simply getting code to run correctly.
Time and again, I run into professionals who claim X, only to find out that the assertion was based only upon the flimsiest interpretation of what it took to accomplish the assertion. If I had to be less charitable, then I’d say fraudulent interpretations.
Promo Packet Princesses are especially prone to getting caught out doing this. And as the above story illustrates, you better catch and tear down these “interpretations” as the risks to the enterprise they are, well before they obtain visible executive sponsorship, or the political waters gets choppy.
IMHE, if you catch these in time, then estimate the risk along with a solution, it usually defuses them and “prices” their proposals more at a “market clearing rate” of the actual risk. They’re usually hoping to pass the hot potato to the poor suckers forced to handle sustaining work streams on their “brilliant vision” before anyone notices the emperor has no clothes.
I’d love to hear others’ experiences around this and how they defused the risk time bombs.
It’s comforting to know that massively strategic decisions based on very little information that may not even be correct are made in other organizations and not just mine.
Even HP dropped it eventually. And the former CEO of Intel (who was CTO during much of the time Itanium was active) said in a trade press interview that he wished they had just done a more enterprisey Xeon--which happened eventually anyway.
https://www.tomshardware.com/pc-components/cpus/former-intel...
One Dell has an early 64-bit mainboard but only a 32-bit CPU in that socket, just fine for Windows XP and will also run W10 32-bit (slowly), mainly dual booting to Debian i386 now since it retired from office work. Puts out so much heat I would imagine there is a lot of bypassed silicon on the chip drawing power but not helping process. IIRC a 64-bit CPU for that socket was known to exist but was more or less "unobtanium".
Then a trusty HP tower with the Pentium D, which was supposedly a "double" with two x86 arch patterns on the same chip. This one runs everything x86 or AMD64, up until W11 24H2 where the roadblocks are unsurmountable.
Intel has plenty of engineering talent, if the bean counters, politicians and board would just get out of the way they would come back. But instead you see patently stupid/poor execution like then still ongoing avx512 saga. Lakefield, is a prime example of WTFism showing up publicly. The lack of internal leadership is written as loud as possible on a product where no one had the political power to force the smaller core to emulate avx512 during the development cycle, or NAK a product where the two cores couldn't even execute the same instructions. Its an engineering POC probably being shopped to apple or someone else considering an arm big.little without understanding how to actually implement it in a meaningful way. Compared with the AMD approach which seems to even best the arm big.little by simply using the same cores process optimized differently to the same effect without having to deal with the problems of optimizing software for two different microarch.
It was targeted at DSL modems, and I think the platform has faded and is now somewhat obscure.
https://royalsociety.org/people/sophie-wilson-12544/
https://old.hotchips.org/wp-content/uploads/hc_archives/hc14...
If you think Windows phone was great you should have seen the Nokia N9. Still one of the best phones I ever owned.
(I worked at ms starting during ppc/tpc era through wm)
I was talking to a coworker about Lumia a while ago when I was using it semi-regularly, and he told me he was friends with “the sole Windows Phone evangelist for MS”. We had already seen the signs of WP going out but it was just sad to see how little MS put into the platform. They have pockets deep enough - I saw Windows Stores in public years after I thought they would shutter lol
At the time everything was app-based: you are looking at a photo and want to share it? Why, of course you should switch over to the messaging app in question and start a new message and attach it. As opposed to "share the picture, right now, from the photos app"
Dedicated access to the camera no matter what you were in the middle of doing, even if the phone was locked
Pinning access to specific things within an app, for example a specific map destination, a specific mail folder, weather location info
Dedicated back button that enforced an intuitive stack. Watch someone use an iPhone and see how back buttons are usually in the app in a hard to reach place. This leaks into websites themselves too
I still miss the way messaging was handled, where each conversation was its own entry in the task switcher, instead of having to go back and forth inside the app
But I wanted to agree with you very much. Lots of behind the scenes/tech stuff as well. Some of our protocols and technical approaches have lived on and very broadly. Exchange ActiveSync, for example. One technology that didn't live long (for obvious reasons) but I still had a lot of fun working on was recognizing when a phone was being dropped to automatically seat the hard drive heads to prevent head/disc damage. How else were you going to fit 2GB of mp3s on your phone if it didn't have a spinning drive?
But I remember I worked with 2 of the smartest people I’ve ever worked with - guy named Mike and guy named Adam. To this day I miss working with them.
Ironically Microsoft is a company that knows that apps make the platform more than anything else and they botched it so badly.
It reminds me of the failure of Windows Home Server. It was removed from MSDN because the product manager said developers needed to buy a copy of it if they wanted to develop extensions and products for Home Server. Very few bothered. However many dozen licenses the policy lead to being purchased was dwarfed by the failure of the product to gain market share. Obviously that wasn't only due to alienating developers but it certainly was part of it.
Apparently this didn't even happen until 2018, and only then as a limited-time promo! https://www.windowscentral.com/microsoft-slashes-windows-pho...
To be sure, as noted in this 12-year-old Reddit thread on the program https://www.reddit.com/r/windowsphone/comments/1e6b24/if_mic... - part of the reason for a fee-to-publish is to prevent malware and other bad actors. But it's not the only way to do so.
First-movers can get revenue from supply-quality guardrails. Second-movers need to be hyper-conscious that suppliers have every reason not to invest time in their platform, and they have to innovate on how to set up quality guardrails in other way.
And it continues to this day, when one looks at the QC/Windows laptop pricing, or various other trailing technology stacks that think they can compete in apples playground.
After about a year I bought a Nexus 4 instead.
As part of a carrier buyout a ~decade ago, my then-partner was given a "free" phone. IIRC, it was a Nokia something-or-other that ran Window 8 Mobile.
The specs were very low-end compared to the flagship Samsung I was using. And as a long-time Linux user (after being a long-time OS/2 user), I had deep reservations about everything from Microsoft and I frankly expected them to be very disappointed with the device.
But it was their first smartphone, and the risk was zero, so I didn't try to talk them out of it.
It was a great phone. It was very snappy, like early PalmOS devices (where everything was either in write-once ROM or in RAM -- no permanent writable storage) were also very snappy. The text rendering was great. It took fine pictures. IIRC, even the battery life was quite lovely for smartphones of the time.
Despite being averse to technology, it was easy enough for them to operate that they never asked for me help. And since they'd never spent any time with the Android or Apple ecosystems, they never even noticed that there were fewer apps available.
Their experience was the polar opposite of what I envisioned it would be.
Really staked my career on it because of that. Whoops.
Wasn't until react launched that I felt there was finally a better system for frontend development.
WP7 was the first of the new OS
That then became WSL1
To me it feels like even in the modern day, products that would be considered okay on their own are more or less ruined by their pricing.
For example, the Intel Core Ultra CPUs got bad reviews due to being more or less a sidegrade from their previous generations, all while being expensive both in comparison to those products, as well as AMD's offerings. They aren't bad CPUs in absolute terms, they're definitely better than the AM4 Ryzen in my PC right now, but they're not worth the asking price to your average user that has other options.
Similarly, the RTX 5060 and also the Intel Arc B580 both suffer from that as well - the Arc card because for whatever reason MSRP ends up being a suggestion that gets disregarded and in the case of the entry level RTX cards just because Nvidia believes that people will fork over 300 USD for a card with 8 GB of VRAM in 2025.
In both of those cases, if you knocked off about 50 USD of those prices, then suddenly it starts looking like a better deal. A bit more and the performance issues could be overlooked.
It seems like the only trick nVidia has for consumer cards is dumping in more power.
I blame Ballmer, he's like Steve Gate's less intelligent but at least as evil brother.
Remember that the Apple Watch did this. The initial release was priced way outside of market conditions--it was being sold as a luxury-branded fashion accessory at a >$1k price point on release. It was subtly rebranded as a mass-affordable sports fitness tracker the next year.
1) Entry level watch models were available for about $400 right away, which is still more or less the starting point (though due to inflation, that's a bit cheaper now, of course).
2) Luxury models (>$1K price) are still available, now under the Hermès co-branding.
The one thing that was only available in the initial release were the "Edition" models at a >$10K price point, but there was speculation that this was more of an anchoring message (to place the watch as a premium product) and never a segment meant to be sustained.
But I was talking about branding and marketing; sorry if that wasn't clear. At release the Hermes and "Edition" models were the story. The Apple Watch was the next fashion accessory. You couldn't even buy it at an Apple Store -- you could get fitted, but had to order it shipped to store. But the Hermes store next door had the expensive models in stock.
It wasn't until 2016 that Apple partnered with Nike and changed their branding for the watch to be about health and fitness.
Even if I'm not really sold for day-to-day wear because of the limited battery life, I do have one.
We had smartphones before, but it didn't need to convert their tiny userbase to be a success (and I know some people who stuck with PocketPC-based smartphones for quite a while, because they had their use cases and workflows on them that other smartphones took time to cover).
Once the smartphone for everyone was a category, it was much more fighting between platforms than grabbing users that weren't considering a smartphone before. And after the initial rush that takes much more time to convince people to swap, and obviously app support etc is directly compared. (e.g. for me personally, Nokias Lumia line looked quite interesting at some point. But I wasn't the type to buy a new phone every year, by the time I was actually planning to replacing the Android phone I had it was already clear they'd stop supporting Windows Phone)
Or just don't be greedy and have an open store ecosystem that doesn't seek to extract money from it's own developers.
> to get a lot of apps
Phones are computers. For some reason all the manufacturers decided to work very hard to hide this fact and then bury their computer under a layer of insane and incompatible SDKs. They created their own resistance to app development.
Most of the popular non game apps don’t make money directly by consumers paying for them and it came out in the Epic trial that somewhere around 90% of App Store revenue comes from in app purchases from pay to win games and loot boxes.
If the money is there, companies will jump through any hoops to make software that works for the platform.
Indie developers were (and to an extent still are) pretty important on computers. People made (still make) a living selling software for double-digit dollars direct to the customer, and many of them were very well known.
The App Store model provoked a race to the bottom because everything was centralized, there were rules about how your app could be purchased, and pricing went all the way down to a dollar. The old model of try-before-you-buy didn't work. People wouldn't spend $20 sight-unseen, especially when surrounded by apps with a 99 cent price tag. It's not so much that people don't care about indie developers as that indie developers had a very hard time making it in a space that didn't allow indie-friendly approaches to selling software.
No surprise that such a thing ended up in a situation where high-quality software doesn't sell, and most of the revenue comes from effectively gambling.
It was 30% commission for the time frame we are discussing and an investment in hardware tools and desktop software on top of all that. It used it's own proprietary system which required additional effort to adapt to and increased your workload if you wanted to release on multiple platforms.
So users don't get to use their own device unless a corporation can smell money in creating that software for them? What a valueless proposition given everything we know about the realities of open source.
You've fallen into the same trap. This is a computer. There's nothing magic about it. The lens you view this through is artificially constrained and bizarrely removed from common experience.
Developers were absolutely willing to make the investment. Billions of devices were about to come online.
You can point to missteps like resetting the hardware and app ecosystem with the wp 7 to 8 transition and again with 8 to 10, or that wp 10 was rushed and had major quality problems, but ultimately none of that mattered.
What killed windows phone was the iron law that app developers just weren’t willing to invest the effort to support a third mobile platform and iOS and Android had already taken the lead. They could have added android app support and almost did, but then what was the point of windows phone? It was in its time the superior mobile OS, but without the apps that just didn’t matter.
This is what makes apple’s current disdain for app developers so insulting. They owe their platform success to developers that chose and continue to choose to build for their platform, and they reward that choice with disrespect.
That said, Leo Apotheker was such a complete speed-run, unmitigated disaster for HP, that I'm inclined to have a ton of sympathy for the author and believe his point of view. I thought the author was actually overly generous to Apotheker - the Autonomy acquisition was a total failure of leadership and due diligence, and if Apotheker was the "software guy" he was supposed to be then the Autonomy failure makes him look even worse.
The board then hired Apotheker whose grand strategy was to sell everything including the printer business and buy Autonomy a hot British company. The board signed off on this. It is the equivalent of selling your farm and tractor for some magical beans.
While Henning may not have been particularly business-savvy, Leo demonstrated a fundamental lack of understanding of SAP’s value network and how software should be build. He was just a money guy.
They sent a company wide email asking people to develop applications for the OS, and receive a Palm Pre for free.
I created an app that simply turns off the screen, and called it a mirror app (because you could see your reflection). I really enjoyed my free Palm Pre.
I tried resurrecting it a few years ago but couldn’t find a replacement battery after the original died.
I was the “webmaster” specialist at that time, and hearing the news that HP bought palmOS which was based on JavaScript made me really excited.
However, during that time, HP was notorious for replacing its CEO on a yearly basis.
After 1 year working on our project, 30 person team, the CEO was replaced and our project was scrapped.
They gave me 2 months to do nothing (actually played gears of war in the game room), and then moved me to another team where we spent 8 months waiting while the managers argued on what we should be doing . After that I quit.
We always knew that the software side of hp provides barely 10% of the revenue while the rest is printers.
It really wasn’t a surprise they failed with the Palm purchase.
Specifically, the rest is ink used in those printers. They pretty much give away the printers
[I remember sitting in meetings where HP seemed proud to be selling more and more PC at below their manufacturing costs. They raced to the bottom and were happy they were gaining market share in the race to the bottom.]
WebOS felt much more polished than Android was at the time.
The app ecosystem was lacking, but the tooling seemed to be constantly improving.
Having had palms since pOS 3, it was sad, but not foreign, to see them struggle.
Shame really, as WebOs had potential, the TouchPad's sound was pretty good and it's port of Angry Birds (one of the few pre-installed apps) was awesome.
I'm not even saying WebOS was a slam dunk the way the author says. Maybe. We'll never know. But it's clear Apotheker didn't think the acquisition was worth it, and decided to kill WebOS/Palm off from the day he arrived. It's the only way the subsequent mishandling makes any sense at all, and same for the acquisition he oversaw too, which was also written off.
The part that makes my blood boil is this utterly deranged course of action probably made Apotheker more money than I'll ever see in my lifetime. I wish I could fail up like these people do.
These kinds of folks only seem to fail upwards in the EU, whereas in the US, they would have been laughed out.
And the acquisition was entirely incompetent. These devices need a software ecosystem. Purchasing the company without the acquirer having a bought-in plan to build that ecosystem was just dumb. And that would have required a company willing to lose money likely for half a decade minimum.
Wow, so whiney. He's an executive, a leader. A captain doesn't complain if the crew is mad at him, for any reason.
Phil seemed pretty emphatic that it was too early and needed more time. It doesn't sound from the article like he would have supported that launch timeline.
Palm would have had to execute perfectly and pray that Apple and Google made a colossal mistake. Google did with tablets, but neither Google nor Apple really left much room for others in the Phone space. Ask Microsoft.
The other produce was likely clunky as heck and yes the App Store was the other genius stroke
I feel if he was able to read news about the situation, he should probably have reached out to try to salvage the situation.
Or he should have people, processes in place, and company vision that supports all of this outside of himself.
I remember loving Palm for so long, but they were playing catching up after the iPhone. Same fate as blackberry. Both should have double down (clean, focused work via stilus) and keyboard-based workflow instead of rushing things.
He seems the author wants to talk shit about Leo Apotheker while trying to get some traction for his new side business.
I think this is fair read, but to be also fair, it's easy to criticize Léo - the SAP board had literally fired him 6 months before HP decided he would be a great fit!