didier beck weblog

Thursday, January 25, 2007

TRAVELLING: In exactly one month... 

...my wife, my son and myself will land (again!) here...

st barths[click]

The beaches will be again so crowdy...

st barths[click]

st barths[click]

We will be very busy...

st barths

A touch of paradise...

st barths[click]

Low temperature: 24°C, high: 28°C...

st barths


Wednesday, January 24, 2007

BUSINESS: The brave need supporters 

via Seth Godin

Wow, inspiring post, again, from Seth.
99% of the time, in my experience, the hard part about creativity isn't coming up with something no one has ever thought of before. The hard part is actually executing the thing you've thought of.

The devil doesn't need an advocate. The brave need supporters, not critics.


NEWS: IBM results 2006 

I had a look at the IBM results published here. Some quite interesting information about Big Blue.

Financial results 2006 (compared to 2005)


  • Total revenues: $91.4 bn (+0.3%)

  • Net income: $9.5 bn (+17.8%)

  • Revenues and gross margin per activities:

    • Services: $48.2 bn (52.7% of the revenues), gross margin 27.5%

    • Hardware: $22.5 bn (24.6% of the revenues), gross margin 37.0%

    • Software: $18.2 bn (19.9% of the revenues), gross margin 85.2%

    • Financial Services: $2.4 bn (2.6% of the revenues), gross margin 54.7%

    • Others: $0.1 bn (0.1% of the revenues), gross margin -13.2%

  • Available cash (end of 2006): $10.7 bn

  • 17 companies were bought by IBM during 2006, thereof 9 from the Software sector (eg: FileNet, MRO Software, Internet Security Systems, Webify Solutions, etc.)

Some comments


  • Stagnation of the revenues, compared to 2005 (+0.3%), but very clear improvement on the profit side (+17.8%)

  • Hewlett-Packard is now "bigger" (revenues) than IBM ($91.7bn for HP vs. 91.4bn for IBM)

  • IBM is now the second biggest Software company after Microsoft

  • IBM is now clearly a Services company, with 52.7% of the revenues generated in this area. It is also important to note that the Services sector has the lowest gross margin, which is quite strange. IBM decided to push this part of the company because of the expected profit situation there...

  • Based on the gross margin situation in 2006, IBM should intensify its acquisition strategy of Software companies in 2007. Cash is definitely here (more than $10bn)

  • IBM has further on a quite complicated positioning on the Software market, with, in about all segments where the company is present, its own commercial products, plus some Open Source solutions

  • IBM is still very active in the Open Source landscape (Linux, eclipse foundation). Some people are talking about investments above $1bn...

Tags: - -

Saturday, January 20, 2007

PRIVATE: Very strange weather... 

After the "spring in winter", it seems that winter and snow are coming... Mid of January...

weather

Thursday, January 18, 2007

PICTURES: Saturn's moons 

via CICLOPS and CICLOPS

Again, absolutely marvelous pictures of two moons of Saturn: Pan and Dione.
Pan is seen in this color view as it sweeps through the Encke Gap with its attendant ringlets. As the lemon-shaped little moon orbits Saturn, it always keeps its long axis pointed along a line toward the planet. From this vantage point, the dark side of the moon is visible.

This view looks toward Pan (26 kilometers, 16 miles across) within the Encke Gap (325 kilometers, 200 miles wide), on the unlit side of the rings, and from an inclination of about 33 degrees above the ringplane.

Images taken using red, green and blue spectral filters were combined to create this natural color view. The image was taken with the Cassini spacecraft narrow-angle camera on Dec. 16, 2006 at a distance of approximately 779,000 kilometers (484,000 miles) from Pan and at a Sun-Pan-spacecraft, or phase, angle of 83 degrees. Image scale is 5 kilometers (3 miles) per pixel.

pan

Canyons and mountain peaks snake along the terminator on the crater-covered, icy moon Dione. With the Sun at a low angle on their local horizon, the line of mountain ridges above center casts shadows toward the east.

Sunlit terrain seen here is on the anti-Saturn hemisphere of Dione (1,126 kilometers, 700 miles across)--the side that always faces away from Saturn. North is up.

The image was taken in visible light with the Cassini spacecraft narrow-angle camera on Dec. 15, 2006 at a distance of approximately 299,000 kilometers (186,000 miles) from Dione and at a Sun-Dione-spacecraft, or phase, angle of 81 degrees. Image scale is 2 kilometers (1 mile) per pixel.

dione

Tags: - - -

Wednesday, January 17, 2007

NEWS: CES wrap-up 

Surely a lot of inputs and summaries and reports concerning CES. I have concentrated myself on one post from Rodrigo, who put a very good summary, including his own comments, in his "afterthoughts".

Have a look!

Tags:

Tuesday, January 16, 2007

OPEN SOURCE: Business model based on Support 

via Billy Marshall

Some interesting inputs from a former sales rep of RedHat concerning the value proposition approach of RedHat. And some structural figures about RH. The comparison between Oracle and RH is, to my mind, not really bringing so much in this discussion (as Billy is doing that) because both companies have different cost structure and business models. On the other side, which is very valuable in this post is the focus on the quality of the software as a key success factor, Open Source or not. Here I totally agree with Billy Marshall. As a Software company, you have to have a better product (or a product that doesn't exist yet) with high quality of engineering, this should be in the center, not the model.

About the support model


Open source is not a business model, it is a development model. The software business, open source or not, is about providing customers with a product that is better than the competing product. [...]

A great software business is a great software business, independent of open source. Furthermore, customers will pay a premium for great software, if they cannot get the same great software cheaper from somewhere else. Therefore, if you have a great software business based upon high performing software that is only available from you, there is little reason to open source your product. [...]

Support is a bad business model for software because it misaligns the customer and the vendor. Customers don’t want to pay for support or services, they want software that works WITHOUT support. Vendors that generate revenue from support only scale their business if the software is buggy and difficult to configure - driving support calls/incidents/whatever in order to scale revenue. [...]

The biggest problem I had while running sales for Red Hat was overcoming the customer objection that Red Hat’s software should be very cheap, or that Red Hat’s value should be based upon how much "support" the customer consumed (incidents, callers, whatever). [...]

Customers stopped talking about "support" and "free software" because we convinced them that engineering is what really matters . . . . and they could only have the product if they paid for it. [...]

About the RedHat figures


Spending structure as a percent of revenue:
  • Support and Service: 18%

  • Research & Development: 15%

  • Sales: 47% (wow)


Monday, January 15, 2007

OPEN SOURCE: Some Novell Linux revenue numbers 

via Business Review Online

Article from December 2006, but still some interesting information.
Novell's Linux revenue performance:
  • Q105 $8.5m

  • Q205 $8.6m

  • Q305 $8.9m

  • Q405 $9.3m

  • Q106 $10.4m

  • Q206 $10.3m

  • Q306 $11.6m

  • Q406 $13.0m

[...] With Linux revenue only accounting for 5.3% of Novell's total revenue in the fourth quarter (4.7% for the fiscal year) it is not fast enough growth to offset the demise of Novell's NetWare business.

That business shrunk $19.4m year-over-year in the fourth quarter, while Novell's combined Linux and Open Enterprise Server revenues were up just $4.3m year-over-year.


Sunday, January 14, 2007

PRIVATE: My interview at leweb3 

I had the chance to meet, among others, two great Swiss colleagues at leweb3:

They were kind enough to interview me, great exchange, super video and sound quality (Thierry, you are a pro podcaster ;-). Have a look, it is in French (yes, I know, would have been better in English). The interview is explaining what we are doing in ecenter solutions, how we have managed to spin-off, the state of innovation and entrepreneurship in Switzerland, blogging, etc.

So, 16 minutes of good Q&A with Thierry, a mp4 file of about 100MB.

And a very kind introduction post by Thierry.

interview leweb3

Tags:

BUSINESS: Boomerang - Red means go 

Trends change. Boomerang does too.

If you are following my blog for a while, you know that I have the honor to be a member of the Board of Directors of Boomerang since 2000 (for example, here and here). It is really very inspiring for me to be in this Board. And a real chance, the other members are definitely A-level professionals, and great persons.

Boomerang has changed its logo and its website, and has re-communicated its vision and strategy. I really love the way it is communicating, but it is clear, I am not very objective ;-). Anyway, have a look, the red color is used, which is quite unusual as you perhaps know. People are saying that "blue" companies are more successful than "red" ones, excepted for one (huge) exception - coca-cola.

What is doing Boomerang


Our niche expertise comes from our in-depth knowledge of the pharmaceurical industry, combined with the best of online marketing techniques.

Our vision is to educate and drive behavioral change that will lead to a measurable outcome by developing web realtionships sending the right message to the right person at the right moment at a reasonable cost.

The 3 Boomerang's services:
  • Clinical trial e-recruitment

  • Pharma e-marketing

  • Communications

The new logo


boomerang

The new website


boomerang

The necessary Elvis touch :-)


boomerang


Tuesday, January 09, 2007

BUSINESS: Strategy vs. Tactics 

via Seth Godin

An *excellent* post from Seth. He is explaining the differences between strategy and tactics and how a good strategy can simplify our life. Or the contrary, if you haven't defined the right strategy...
[...] The right strategy makes any tactic work better. The right strategy puts less pressure on executing your tactics perfectly.

Here's the obligatory January skiing analogy: Carving your turns better is a tactic. Choosing the right ski area in the first place is a strategy. Everyone skis better in Utah, it turns out.

If you are tired of hammering your head against the wall, if it feels like you never are good enough, or that you're working way too hard, it doesn't mean you're a loser. It means you've got the wrong strategy.

It takes real guts to abandon a strategy, especially if you've gotten super good at the tactics. That's precisely the reason that switching strategies is often such a good idea. Because your competition is afraid to.


Saturday, January 06, 2007

NEWS: Marc Fleury seems to have some issues with RedHat 

via news.com

It seems that Marc Fleury, the former CEO of jBoss and now responsible by RedHat for the new corresponding division, is not feeling so good since the integration...
"I am going to take some time off to take care of family and myself. I am increasingly experiencing diminishing returns on my emotional and professional investments at Red Hat," Fleury said in the December note seen by CNET News.com. "Working with all of you at JBoss has been a pleasure and probably the apex of my short career."

Fleury complained that the JBoss research and development budget "really hasn't benefited from a huge investment, which I was hoping for and was the main reason I went to Red Hat...That's a bit of a point of frustration for me personally."

In 2005, analysts raised doubts about the JBoss integration. But when reporting financial results for its most recent quarter, Red Hat reiterated its expectation that JBoss would generate between $22 million and $27 million by the time the company's fiscal year ends on February 28.


PRIVATE: Are we really in January? 

Strange weather, a kind of "March-feeling"...

meteo

Thursday, January 04, 2007

BLOG: 5 things you might have not known about me 

I have been tagged by Sandrine from profession-web.ch (in French). Thanks Sandrine. Scoble doesn't like this, on the other side, Stephen, Dragos, Jeremy, Pierre ... are playing the game. So let's try it :-)
  1. I am quite crazy about (very) powerful and fast cars and I have changed from Mercedes to BMW in 2006 (and I am very happy about this change). I know, I know, it is just "male - ego - non-environmental - ..."

  2. I have participated to some big projects developed in C and C++, as a developer. And yes, I know, it was better for all that I have left this part :-)

  3. I was taken two times in (little) avalanches when skiing, that is one of the reasons why I have stopped skiing (too risky) for some years now. Also because of my back (I have quite a lot of issues there, my osteopath likes me :-)

  4. I was a glider and private pilot when I was younger (glider when I was 16). I have lost all my qualifications because of ... a lack of time

  5. I like the US band Toto very much, and specially the period with Jeff Porcaro. Jeff is one of the best and innovative drummer ever (and I know about what I am talking about). He died in 1992. Actually, *all* the musicians of the band are just phenomenal session musicians.

Next in line are Laurent, Rodrigo, Jeff, Marc and Mathieu.

P.S. I will update this post as those tagged post

Tuesday, January 02, 2007

TOOLS: Some info about Vista 

Laurent has given me an interesting link to an article about Vista, and specially the x64 version.
Unlike with 32-bit XP versions, many hardware devices will not work on XP x64 because of a dearth of 64-bit drivers (32-bit drivers will not work in a native 64-bit OS). Likewise, many software applications will not install or run because of various issues, including a surprising amount of 16-bit application installers and poorly-designed version detection. [...]

All Windows Vista editions, except for Vista Starter, will come with both 32-bit (x86) and 64-bit (x64) versions in the box, on separate DVDs. This includes the Home Basic (and Home Basic N), Home Premium, Business (and Business N), Enterprise, and Ultimate editions of Windows Vista. [...]

Vista Home Basic (and Home Basic N) with support up to 8 GB of RAM, compared to 4 GB for all 32-bit versions of Vista. Home Premium, meanwhile, will support 16 GB. And Business (and Business N), Enterprise, and Ultimate will all support 128 GB or more of memory. (The "or more" bit refers to the fact that there are no client PCs available yet for over 128 GB of RAM; when that happens, these Vista versions will support it.) [...]

Most dramatically, the Windows Vista x64 versions include a new secret security feature that will virtually eliminate remote system attacks for the first time on the Windows platform. This feature, previously undisclosed, ensures that system files load at random (1 in 256) memory offsets at every system boot, compared to previous Windows versions where system files always loaded to the same offset memory location. Because of this change, most (approximately 99 percent) remote attacks will simply fail on x64-based Vista versions. [...]

Those hoping to upgrade should be aware of a few issues, too. 32-bit versions of XP can only be upgraded to 32-bit versions of Windows Vista. And Windows XP Professional x64 Edition can only be upgraded to 64-bit versions of Windows Vista (Business and above). [...]


BLOG: Happy New Year 

Dear readers, I wish you all the best for 2007:
- first of all, a good health
- a lot of fun
- a lot of new meetings with nice and smart people
- a lot of nice places to visit and (re)discover
- a lot of laughs
- a good work life balance
- a lot of nice challenges.

And for all of us, enough freedom and peace, so that we can improve a bit the strange world we are living in.

Take care!

sunrise
[via 35 degrees]