Thursday, August 31, 2006
Wednesday, August 23, 2006
Tuesday, August 15, 2006
The Hard Copy Observer, August 2006
In the United States, the hot months of July and August bring the annual tradition of taking some time off from the daily grind—kicking back and reading a few trashy novels while relaxing at the beach, in the mountains, or around the pool. This summer, I have been doing my best to conform to that tradition, but rather than reading pulp fiction, I have found similar enjoyment in reflecting back on the thrilling “file-format wars” of the past few years that lead right up to the present and that promise to spice up the future of our industry.
In my April 2006 column titled “Microsoft’s XPS—After All These Years, More Mumbo Jumbo?” I looked into the current industry dust storm surrounding Microsoft’s XPS document-format standard—promised as part of its new Vista Windows operating system and Office 2007 productivity suite—and its potential threat to topple the present incumbent standard, Adobe’s PDF. The title of the column referred to my recollections of some of the messy battles between Microsoft and Adobe during the late 1980s and these battles’ parallels to those of today.
The early fights between Adobe and Microsoft (and its seemingly unlikely coconspirator Apple Computer) centered on font formats (Adobe versus TrueType) and page-description languages (PDLs) (PostScript versus TrueImage). The latest battle centers on whether Microsoft has its sights set on PDF and Adobe Acrobat (née Carousel—there’s one for you fellow old-timers), which actually evolved slightly after the peak of the PDL wars. A year ago, when XPS was named Metro, The Hard Copy Observer published an excellent two-part article on the emerging new standard, directly addressing the PDF-killer aspect (Observer, 7/05 and 8/05). The threat has been discussed ever since, with most experts coming down in the middle. One the one hand, XPS will be an important step forward for Microsoft’s Windows operating system and Office software suite, as it addresses important customer needs. At the same time, PDF is entrenched and also, to its credit, does a pretty good job of addressing a wide range of customer needs itself. So in other words, everyone wins, right? (Conspiracy theorists, of course, will say that Microsoft always soft-sells its real interests in a similar way, with world domination, or in this case, dominating the world’s document formatting, being its ultimate goal.)
Little did I know back in April that the 2006 battles had only just begun! In early June, the Wall Street Journal and other news organizations reported that Adobe had filed suit against Microsoft in
Well, all that was early June, and since then I’ve been carefully watching the news wires. While there have been minor Vista and Office announcements, speculation about further relatively small schedule slippages, and European Union actions against Microsoft for other, older infractions, nothing more has come out about the PDF-related legal actions. So maybe the Adobe/Microsoft secret negotiations have reconvened? Or maybe, just maybe, the respective Adobe and Microsoft executives are taking the summer off reading trashy books at the beach?
Clarification on PDF Pervasiveness
One other detail in my April column has stirred some reader interest. In making the case for the ongoing solid position of PDF, I quoted some numbers that I had been provided to show the size of the massive PDF beachhead. Or at least what I thought was massive! It turns out that when I referred to “20 million individual PDF documents” available on the Internet, that figure was a four-year-old, government-documents-only number. The more current correct number for all PDF documents is 613 million! And this number includes only PDF documents on the public Internet, not those behind corporate firewalls, or what we used to call the “intranet.”
One of the primary wisdoms of my business career is the importance of learning magnitudes—that is, the general, if not exact, sizes of things such as markets. What is a large installed base? When is a market’s annual unit shipments sufficient to make a company take notice?
Friday, August 04, 2006
Brendan O'Connor, the "finder" of the problem (there might be a better descriptor of the type of people that "find" these problems), has some very interesting things to say about printers, MFPs, and copiers on our corporate LANs -- a familiar-sounding good news/bad news assessment that we in the industry have heard before.
"Think of all the sensitive data that's going through these," he said. "Everybody prints, and there's an inherent trust in these types of devices."
O'Connor said he was not trying to "pick on Xerox," but rather using his hack as a case study to draw attention to the security threat posed by increasingly powerful embedded devices.
"I don't think they're getting the level of scrutiny that they require," said O'Connor, who identified himself only as a security engineer who works at a U.S. financial services company.
"This is a Linux server wrapped in a copier box. These things are all over the enterprise," he said
Thursday, August 03, 2006
On the other hand, Adobe Systems (NASDAQ ADBE) led the entire tech sector to gains in Wednesday's markets, as they affirmed guidance for a strong third quarter. The company crowed about upcoming releases of Acrobat and Creative Suite -- interesting that one of the news items on their announcement referred to Adobe as being known for "the ubiquitous Acrobat program for sharing digital documents". We can see why there is some nervousness over the impending XPS functionality in Microsoft Windows and Office!
By the way, with EK below $20 a share, the company's market cap is between $5 and $6 Billion. And with ADBE back about $32 (a big improvement over the $26 of a couple of weeks ago but well below its range in the low $40's earlier this year), their market cap is just under $20 Billion.
Looks like...bet on digital!