Reg & William-What do you make of IBM's new Net thrust? Here's an article from today's WSJ.
IBM Takes Swipe at Netscape, Microsoft With New Products
By BART ZIEGLER Staff Reporter of THE WALL STREET JOURNAL
International Business Machines Corp. executives took swipes at Microsoft Corp. and Netscape Communications Corp. as the computer giant unveiled new Internet products and said it is moving fast to capture a big share of the on-line market.
At an elaborate press briefing, IBM executives claimed that the Web-browser war between Microsoft and Netscape is a dead end and said Big Blue will be a strong contender in the more important piece of the Internet business, the software that resides on "server" computers that dish out Web pages and other information.
IBM established an Internet Division a year ago headed by Irving Wladawsky-Berger, who formerly ran its Unix computer unit. At the time, Mr. Wladawsky-Berger said Tuesday, Internet hype outpaced reality. "I'm happy to report that one year later we feel very good about the Internet as a business for IBM," he said.
IBM appears to feel bolder as well, making head-to-head comparisons with Microsoft and Netscape. For more than a year IBM and its Lotus Development Corp. unit have been cooperating with Netscape, reselling that company's browsers and Web-server software. Now with the release next month of Lotus's own Web-server software called Domino, "that will signal a serious change in the IBM-Netscape relationship," said Jeff Papows, Lotus's president. He indicated IBM will load Domino on its server computers instead of Netscape's product in most cases.
Moreover, Mr. Papows maintained that Netscape lacks the experience and employee ranks to create Web-server software that contains the features of Domino and then to support and maintain it. "We've got more [support] people in Akron, Ohio, than they've got world-wide," Mr. Papows said. He also took issue with Netscape's recent price comparisons with Lotus's products, calling them misleading.
Just a few months ago Lotus was in talks with Netscape about boosting their relationship by sharing technology -- showing how fast sentiments can change in the Internet world. A Netscape spokeswoman said that "we feel our relationships with IBM are as strong as they ever were."
As for Microsoft, IBM's historic software nemesis, Mr. Wladawsky-Berger said the company is "out of their league" when it comes to developing industry-specific Internet applications available world-wide, such as the system IBM unveiled Tuesday that will allow electric utilities to sell surplus power over the Web. Moreover, he said, Microsoft has been diverted by its forays into on-line content, such as its Microsoft Network. "Nothing helps us more than competitors that become distracted," he quipped.
A Microsoft spokesman said that though the company is serious about interactive media, "we've got an incredibly bright, focused hard-core group of people focused on platforms and applications, the very core of Microsoft."
Among other announcements, IBM said it had signed up 13 new merchants for its Internet shopping mall, World Avenue; that it has formed a service to allow insurance companies to conduct business on-line; and that it has created a Web offering that allows petroleum exploration companies to tap into databases and share information. |