maybe not netscape?
The Barksdale view
What do you worry about at night? What keeps you up? I don't. I get a good night's sleep.
Have you been working harder since Microsoft got serious about the Net? Are you putting in longer hours? Not really. We always assumed that it was going to get serious about the Net. We've been dead serious about what we needed to do from day one. We're very focused around here. I have cautioned our guys to not get so focused on any one competitive thing. Probably the biggest competitor we're going to have five years from now is some company that you and I have never heard of that came up out of some garage around here, like all of these things do.
Is there a Barksdale's Law? Keep the main thing the main thing. Stay focused on creating and keeping customers. As long as we do that, we'll do fine. If we get distracted and start worrying too much about looking over our shoulder, I think it would be bad for us. But I think we would be naive and foolish if we didn't stay constantly alert to all the forces around us.
Doesn't that mean that you would to expand in other areas, like Microsoft getting into publishing or Intel getting into all these other side ventures? I don't think so, not for a long time. I also don't want to compete with my customers. I learned that a long time ago that you can get very distracted trying to pick up these niche markets when you've got this huge thing, unless you just stay focused right on it. It's got all the business we could possibly hope for. Now, there are certainly branches and things you can add to, but they're part of the main thing.
That's my whole point: Risk a little company and it gets a reputation like ours, and boom! It runs over here, tries to do this, and wants to be all things to all people. The next thing you know, it's spread its resources so thin that it can't stay focused on the main thing. You and I know a lot of companies that that's happened to. It's not good when you don't have a lot of resources. Now, when you've got a huge amount of resources like Microsoft, it can go get into the TV business with NBC and it can get in the movie business, etc., and still stay very resource-intensive on something like ours. Quite frankly, I think those things are mistakes and distractions, but I'm not here to worry about its strategy.
If you're going to be in the publishing business... [Say] you're Microsoft, and you're going to be Cityscape. Now, what do all the newspapers do? They come to me, right? Then you're going to be in the TV business. What happens to the other networks? They want to talk to me. When you get those kind of things, you create new competitors against your main product. That just argues that you'd better be successful in those other businesses. I don't know of any business that's got enough really focused savvy and strategy and brand and marketing throwaway to be successful in that many different kinds of businesses, and I just find that a lot of times those things become distractions and mistakes. But that's their business to worry about. I don't know where Microsoft's going with its business; maybe its going to become a media company. Then fine, go that way and leave me alone! |