Archive for June, 2006

EMC Acquires RSA

Friday, June 30th, 2006

EMC, my former employer, announced it was acquiring RSA for $2.1B. It’s their ballsiest (sp?) move to date. They’ve been talking about buying into the security wheel for sometime, but I thought it would continue around acqusitions like Enterprise DRM vendor Authentica.

I would suggest that acquisition of RSA is the most radical yet complimentary acquisition by EMC to date. Legato made perfect sense. VMWare was brilliant, but makes total sense. Documentum? 2nd most radical, but brilliantly executed.
After this acquisition, EMC is probably in top 5 largest software companies by revenue in the world. Not too bad for a company originally known for storage hardware. I’m curious as to who else was involved in the bidding war. Aparently, it was fierce.

But don’t forget about EMC as a services company. They have quietly been snapping up professional services firms in the recent months. This is a company determined to win the low-margin hardware game by combining them with high-margin software and services.

Update: This BusinessWeek article mentions that the other bidder was Symantec. This wouldn’t be the first time that Veritas/Symantec lost a key bidding war against EMC. See VMWare

70 cents to 1 dollar per gallon

Thursday, June 22nd, 2006

Vinod Khosla did an interview with Dateline NBC that you should watch if you’re interested in how America will relinquish dependence on foreign oil sources in the future by using ethanol rather than traditional petroleum based fuel sources.

One’s imagingation can run wild when thinking about all the countries that could emerge as future fuel heavy-weights based upon their agricultural landscape.

Link: The answer to sky-high

Note:  MSNBC makes it difficult to link to their content, so follow the link and scroll down or search on their site for Khosla.

LoudSpeakers At InternmentCamp #025

Thursday, June 22nd, 2006

Sorry for the radio silence, but I was unable to complete this podcast while in India because of strange audio driver issues that I thought were resolved.

Portastatic’s film score entitled “Who Loves The Sun” helped me connect the songs. It’s a great listen.

Here’s a tracklist:

Luna - Slide
Lambchop - Paperback Bible
The Minders - Don’t You Stop
The Streets - Two Nations
Sonic Youth - Incinerate
Mission Of Burma - 1001 Pleasant Dreams
Pilate - Knife-Grey Sea
M.Ward - Let My Love Open The Door
The Takovers - Be It Not For The Serpentine Rain Dodger
Brightblack Morning Light - A River Could Be Loved

To play with iTunes:

1. Download iTunes version 6 and install it

2. Select Advanced, Subscribe to Podcast, and enter this into the dialog:

http://feeds.feedburner.com/internmentcamp/loudspeakers

LoudSpeakers At InternmentCamp. Alternately, you can play the mp3 here.

10 Favorite Records of 2006 (so far)

Thursday, June 22nd, 2006

Here was my 2005 list. Here are some of my favorites from 2006 so far:

1. M.Ward - Post-War (drops August 22)

2. Lambchop - Damaged (drops August 22)

2.1  The Thermals - The Body, The Blood, The Machine

3. Belle & Sebastian - The Life Pursuit

4. Band Of Horses - Everything All The Time

5. Sonic Youth - Rather Ripped

6. Ice Cube - Laugh Now, Cry Later

7. Luna - The Best Of Luna

8. Mission Of Burma - The Obliterati

9. Brightblack Morning Light - Brightblack Morning Light

10. Robert Pollard - From A Compound Eye

Update: Had to add another couple of records:

11. Whitest Boy Alive - Dreams

12. Asobi Seksu - Citrus

13 - Tapes n’ Tapes - The Loon

Update 2:

14. DJ Shadow - The Outsider

Comment Spam

Thursday, June 22nd, 2006

Tom and Kevin both pointed that if you attempt to post a comment before filling out the form field that I included to battle comment spam, you end up losing your post. It prevented me from getting any comment spam at all, but results in a lost comment if you submit the comment sans math answer. Sorry about that. I have been meaning to switch to Akismet for sometime and have now done so. No more math questions to comment.

Flock Is My New Browser

Thursday, June 22nd, 2006

Flock has everything that I love about Firefox with the addition of blog and Flickr integration.  Forget about using browser plug-ins for things like blogging — it’s native in Flock. 

If only certain Microsoft sites would support something other than IE…

Speaking of efficient western infrastructure

Wednesday, June 21st, 2006

My flight from Paris was delayed 4+ hours because of a fuel pump problem that prevented carrying a full tank of fuel. They worked on it for hours but couldn’t resolve the issue.  The pilots opted to fly to Bangor, Maine where we refueled.  777 service from Paris, France to Bangor, Maine. (WTF, but whatevs!)  48 hours with no sleep gives one plenty of time to think about building a business.

Delhi Metro, Paris Airport, PSAs

Tuesday, June 20th, 2006

I spent the last 5 days in Delhi before leaving for the States. The heat was brutal — a noticeable difference compared to Pune, but it somehow became secondary when I realized my purpose. That has been a general theme throughout my trip: sacrifice for the mission at hand, target the next milestone, concentrate on building a business but remain flexible at all times. Adapting the business is key to survival even if you have to iterate early on. (But that does not mean that Apple gets a pass for iterating their way out of India —- that was simply management gown awry.)

I am in Paris at the moment waiting for my flight back to ATL. There is a rather new, nonstop-direct flight from Delhi to Newark that I might try, if the price is right, for my next visit to India. Stopping in Europe is becoming quite tedious, but not nearly as painful as crossing over the Pacific when you originate on the East Coast. The Singapore and HK airports are considered world-class facilities, but I hate spending time in either place.

Speaking of world-class facilities, if the Delhi Metro is any indicator of what future infrastructure in India will be like: watch out! In all my years of travelling to India I have never seen such well run (and spotless) infrastructure. It has been a smashing success on all fronts. I cannot wait to see India transform into a juggernaut, but it will only come with two major changes in my opinion: adoption of civic duty amongst the people and upgraded infrastructure. Interestingly, the infrastructure part will be the easier of the two. Maintaining and respecting it for use by others is the difficult part.

I am openly a critic of the US government at various times on many fronts. I think it is part of my responsibility as an American citizen to dissent when I feel appropriate, but let me give some props where it is due as well. We are taught the value of civic responsibility early in life in the US and in many other Western countries, but that hasn’t historically been the case in India. The various governments in the US do public service announcements on a whole host of subjects that, in my opinion, have a slow yet assured positive impact on the behavior of the citizens. We see television campaigns on littering, drug abuse, AIDS, birth control, and racial tolerance. Some might argue that it’s common sense to cherish thy neighbor and not to litter, but it’s not —- it’s learned behavior. We’re taught in the US that with independence comes individual responsibility for the greater good of society.

From my observations and the agreement of several family members, survivial mentality in India breeds a level of selfish behavior that focuses on one’s immediate surroundings. Look no further than the “society” or neighborhood in which one lives. Their house and neighborhood will be spotless, but immediately outside those four walls could be a completely different place. I’m not assigning any blame — just commenting on an observation. My own relatives are plagued by this: survival mentality, even in middle to upper-class tiers of wealth, fails to breed civic responsibility. This exists everywhere, but is just more distinct in India.

Pune House

Sunday, June 11th, 2006

My Building

 

Some of my friends were curious about the house where I’m staying here in Pune.  It’s quite nice with several hints of European design.  Granite and marble are in great supply here in India, thus used extensively.  Even the bathrooms at the airport use granite everywhere. 

More photos here.

Michael Berg Is My Hero

Friday, June 9th, 2006

It takes an incredibly special person to not harbor ill will after having one’s child murdered especially considering the brutal circumstance.  What kind of strength must a person have to consider the family of al-Zarqawi, relating to their time of mourning?

I have said it before and I will say it again and Michael Berg agrees:  violence begets violence.  Soledad O’Brien was simply not expecting the incredible responses by Mr. Berg.  She completely avoids some of his statements entirely.  Watching this CNN interview with Mr. Berg is a must. 

 

Elevator UI

Friday, June 9th, 2006

Have you ever pressed the “door open” button in an elevator with the door open, waited a second, only to realize that the door is still open? You then press the “door close” button and go on your merry way.

That’s clearly bad UI design. The “door open” button is never valid when the door is open and the “door close” button is never valid when the door is closed. I’m suggesting to elevator manufacturers worldwide to place only a single button in elevators that checks the state of the door before doing the only possible desired outcome.

What if the door is in process of closing and you want to open it, Raj? Huh, huh, huh? Even if the door is in process of closing and you are benevolent enough to allow that hurried soul who needs to get from the 2nd floor to the ground floor in a hurry, pressing the lone button would assume open, not close faster.

There’s value in defaults and simplicity. And checking state.

Baghdad ER

Thursday, June 8th, 2006

This HBO documentary should be required viewing for anyone considering voting for a Presidential candidate who didn’t question the war effort in Iraq.  If you didn’t fully appreciate the sacrifice of the military men and women involved in such a brutal war, you certainly will after watching this.  It’s a politically neutral documentary, but it takes very few minutes of watching it to hope and pray for a quick ending. 

Only time will tell if al-Zarqawi’s death will bring any respite for the military and civilians alike.  Just as the politicians place another feather in their caps and gallivant about as if “Mission Accomplished,” things will turn for the worse and someone will replace al-Zarqawi who’s smarter and even more so brutal. 

It’s an absolutely gruesome documentary —– not to be watched with children around.  

Dave DeWalt On M&A

Wednesday, June 7th, 2006

Full disclosure:  I worked for EMC under the Documentum brand until recently.

Dave DeWalt discusses why EMC is so successful in spite of the fact that most software company mergers result in failure in an article on SandHill.com.  It’s a great read for anyone interested in software M&A.

In the article, he discusses some of the inherent challenges faced by the $1.8B acquisition of Documentum in 2003 such as geographic disparities and differences in core competencies.

I have incredible respect for this team, but not solely due to my lengthy history with the company.  I have seen this team execute from the inside —- they understand how to build/sell software and how to buy/integrate software companies.  Rinse and repeat.
Link:  Making Software M&A Work

In India, Anything Goes

Tuesday, June 6th, 2006

Goat Herd

Expect the unexpected in India. It’s not a place for weak hearts or closed minds. It’s a place for believers in free markets and freedom of speech. It’s a place where innovation and entrepreneurship are in the very fabric of the people. It’s a place that teaches competition at an early age. This is a place where they always consider the upside and thus are eternal optimists by nature. This is a country of risk takers because they value reward. India is about contrasts — from Indian food to everyday life to their art, India is a place that values the product of contrasting disparate elements. Pictured above is a herd of goats in front of the office today. 

More pictures here.

Apple Pulls Out Of India

Monday, June 5th, 2006

Apple has announced that it has released all 30 employees in their Bangalore office who were supposed to end up comprising 600 support and development staff in total. Offshore product development and support is not a model that works for all companies and environments, but surely the ramifications were known by Apple’s due diligence.  They did their due diligence, no?
The fact that Apple pulled the plug so soon into their offshore development and support efforts really says something about the management or the lack thereof. Did they learn something in the short two months that they were in operation that justified a show-stopper? There should have been no surprises going into this endeavor from an operational perspective. The numbers are clear and the factors of production are known.

It’s not like they didn’t have years of case studies available from high priced consultants to gauge customer reaction (and every other metric for that matter) if that was the reason for pulling out. It’s simply irresponsible to make such far reaching initiatives and then bail on the entire effort before really getting past the starting line. Shareholders should be inflamed for such high-school like management practices.

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