THE WELCH COMPANY
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S U M M A R Y


DIARY: January 21, 1994 04:28 AM Friday; Rod Welch

Scanned articles on future of OS2.

1...Summary/Objective
2...The first article is a memo from the publisher that indicates OS2 has
3...The 2nd article expands on the themes in the lead editorial.
.....New Technologies
.....Taligent is apparently another operating system developed jointly
.....Apple's Newton and other products do NOT do a good job of
.....IBM has greatly improved speech recognition, that is
.....Growth of OS2 Sales
.....Future
.....Technologies such as pen input, speech recognition, and
.....Knowledge Navigator was Apple's futuristic vision for a computer
4...The 3rd article explains how well OS2 runs Windows applications, and
.....Independent Software Vendors (ISV) view OS2 as a platform
.........This presents a marketing opportunity for IBM to participate
5...Internet Needs Application to Organize and Apply Information
......One of the main problems with the Internet is that there's
.....Killer Application Needed to Improve Productivity
.....Need Software that Improves Productivity - Killer Application


..............
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CONTACTS 

SUBJECTS
Property Management, Software, OS2, General, Future
Voice Data Entry
Automation Trends
Learning period/difficulty
Evaluate existing condition

0807 -
0807 -    ..
0808 - Summary/Objective
0809 -
080901 - Follow up
080902 -
080903 - x0001 Scanned a series of articles from OS2 professional, January 1994
080904 - issue, on the future of OS2.  This is somewhat important because SDS
080905 - has been coded recently to take advantage of the extra 120K of RAM
080906 - available in OS2.  Whether OS2 will continue to be available, influ-
080907 - ences how large e.exe can become, and whether we will continue to
080908 - market SDS to run under OS2, as the preferred operating system.
080910 -  ..
080911 - The prospects of voice recognition is discussed in the 2nd article,
080912 - could greatly aid the sales of SDS.
080913 -
080915 -  ..
080917 -  ..
080918 - The first article is a memo from the publisher that indicates OS2 has
080919 - made good market progress, with 4.5M installations, and expectation
080920 - to double that number by end of 1994. ref OF 1 0000
080921 - ..
080922 - The growth of 32 bit applications for OS2 is not increasing as
080923 - fast as the use of OS2 for DOS and Windows applications, ref OF 1 line
080924 - 26.
080925 -
080926 -     This condition conflicts with expectations by some analysts that
080927 -     in order for OS2 to be successful, there had to be more 32 bit
080928 -     applications, ref OF 1 line 56.
080930 -        ..
080931 -       [It was later reported that 32 bit applications are hard to
080932 -       develop, and do not necessarily provide better performance, per
080933 -       ref SDS 20 line 67.]
080935 -      ..
080936 -     My own view has always been that if OS2 is a superior multitasking
080937 -     environment, which it is, then if it can increase RAM, disk
080938 -     access, and performance of DOS applications, there is a signifi-
080939 -     cant reason to use it.
080940 -          ..
080941 -          Right now it only partially increases RAM, because over
080942 -          time, the extra 150K it offers seems to get used up.
080944 -           ..
080945 -          The downside is that as soon as Microsoft finally releases a
080946 -          competent competitive system (e.g. Chicago), there will no
080947 -          longer be a reason to stay with OS2, especially if mainstream
080948 -          applications are upgraded to run better on the non-OS2 OS.
080949 -
080950 -
080952 -  ..
080953 - OS2 2.2 expected to be released probably in mid-year, may require
080954 - less disk space and will run adequately with 4 M of RAM, ref OF 1
080955 - line 69.
080957 -  ..
080958 - Microsoft's Chicago, a 32 bit upgrade for Windows is expected to be
080959 - released in mid-year, ref OF 1 line 74.
080960 - ..
080961 - IBM has improved its marketing and advertising of OS2,
080962 - ref OF 1 line 80; however, a big factor in OS2's success was failure
080963 - of NT, ref OF 1 line 89.
080964 - ..
080965 - IBM organizational changes will impact its ability to adequatley
080966 - market OS2, ref OF 1 line 96.
080967 -
080968 -    Tighter controls on advertizing may adversly impact OS2 sales, ref
080969 -    OF 1 line 125.
080970 -
080971 -    IBM advised OS2 Professional that if it reported the effect of
080972 -    IBM's new advertising policy, IBM would no longer advertise in OS2
080973 -    Professional.  This notice was withdrawn, however, after OS2
080974 -    Professional went ahead and published the report, ref OF 1 line
080975 -    145.
080976 -
080977 -       This record indicates some degree of independence by OS2
080978 -       Professional, even though its primary focus is to report on the
080979 -       OS2 program and IBM's business operations in connection with it.
080980 -
080981 -
080982 -
080984 -  ..
080985 - ..
080986 - The 2nd article expands on the themes in the lead editorial.
080987 - 
080988 -     The value of OS2 is its ability to run DOS and Win 3.1 programs
080989 -     on a better platform, ref OF 3 line 59.
080990 -
080991 -     The future of OS2 depends on its ability to get hardware vendors
080992 -     to pre-load it instead of Win 3.1, ref OF 3 line 71.
080994 -      ..
080995 -     Support for multi-processor systems is expected to be included in
080996 -     the next release for OS2, ref OF 3 line 78.
080998 -      ..
080999 -     Better performance, usability, broader device support are
081000 -     expected in next OS2 upgrade, ref OF 3 line 89.
081002 -      ..
081003 -     Chicago is the next release of Win 3.1, also called Windows 4.0
081004 -     and NT Lite, ref OF 3 line 115, which is expected to be competi-
081005 -     tive with OS2, and to be released in late 1994.
081006 -         ..
081007 -         Chicago's user interface will have features of OS2 and
081008 -         the MacIntosh System 7, and NextStep, ref OF 3 line 125.
081009 -
081011 -      ..
081012 -     OS2 installed base is expected to reach 9M by end of 1994, ref OF
081013 -     3 line 140.
081015 -      ..
081016 -     Workplace OS, will be a future of OS2 for low-priced power PC
081017 -     RISC hardware systems, ref OF 3 line 146.
081018 -
081019 -         Will include modified Mach 3.0 Unix kernel, ref OF 3 line
081020 -         152, and is expected to be able to run on other processors,
081021 -         ref OF 3 line 160.
081023 -          ..
081024 -         OS2 will be just one of several "personalities," or applica-
081025 -         tion programming interfaces, sitting on top of the Mach
081026 -         kernel. Other personalities will be Motif, AIX, and Macintosh.
081027 -         By choosing the appropriate machine-specific code and
081028 -         personality, you will presumably be able to run almost any
081029 -         application on almost any platform within the Workplace OS
081030 -         environment, ref OF 3 line 166.
081031 -         ..
081032 -         This "platform-independent" version of OS2 will not have
081033 -         the speed of the Intel-optimized version, ref OF 3 line 174.
081034 -
081036 -      ..
081037 -     New Technologies
081038 -
081039 -     Taligent is apparently another operating system developed jointly
081040 -     by IBM and Apple to be object oriented and to run on PowerPC
081041 -     systems, ref OF 3 line 193.
081042 -
081043 -         Current expectations are that instead of releasing an entirely
081044 -         new operating system, some of its features will be incorporat-
081045 -         ed into OS2 and Apple's System 7, ref OF 3 line 200.
081046 -
081048 -  ..
081049 -
081050 -     Apple's Newton and other products do NOT do a good job of
081051 -     recognizing handwriting, so keyboard's remain the most efficient
081052 -     way to use computers, ref OF 3 line 251.
081053 -
081055 -  ..
081056 -     ..
081057 -     IBM has greatly improved speech recognition, that is
081058 -     speaker- independent and can recognize words spoken in a natural
081059 -     rhythm (that is, without...pauses...between...words), ref OF 3
081060 -     line 263.
081061 -
081062 -          This seems to conflict with Morris' observations at
081063 -          ref SDS 16 line 444, later supported by Feb 4, 1994 article in
081064 -          OS2 Prof.
081066 -           ..
081067 -          See also work at ref SDS 22 line 195 showing this will be
081068 -          difficult to incorporate into SDS.
081070 -      ..
081071 -     If IBM can improve coordination between its internal groups, it
081072 -     has the strong multi-platform presence (in all categories:
081073 -     mainframes, minicomputers, workstations, and personal systems) to
081074 -     offer the best options for cross-platform integration, ref OF 3
081075 -     line 278
081076 -
081077 -
081079 -  ..
081081 -      ..
081082 -     Growth of OS2 Sales
081083 -
081084 -     OS/2 appears to have hit the elbow in the growth curve. The
081085 -     current critical mass of users ensures that the system is viable
081086 -     and will continue to grow--perhaps explosively, ref OF 3 5036.
081087 -
081088 -          See however the analysis in the 3rd article below on the
081089 -          prospect of Chicago overtaking OS2, unless better
081090 -          applications are created for OS2.
081091 -
081093 -      ..
081094 -     It is expected that slimmed-down OS/2 for Windows with its
081095 -     under-$50 price will be a hot seller, ref OF 3 5105.
081096 -
081098 -  ..
081100 -      ..
081101 -     Future
081102 -
081103 -     Technologies such as pen input, speech recognition, and
081104 -     object-oriented programming, will provide a whole new way of
081105 -     computing, ref OF 3 6827.
081106 -
081108 -  ..
081109 -
081110 -     Knowledge Navigator was Apple's futuristic vision for a computer
081111 -     of tomorrow: a laptop system with high-quality color graphics,
081112 -     speech synthesis and recognition, natural language processing, and
081113 -     wireless video conferencing, among other features. To use it you
081114 -     merely spoke to it. On the screen, the system would show you a
081115 -     full-motion video of a "virtual assistant" answering your
081116 -     questions. ref OF 3 6828
081117 -          ..
081118 -          Idea of "virtual corporation is presented at
081119 -          ref SDS 19 line 194.
081120 -
081122 -  ..
081123 - The 3rd article explains how well OS2 runs Windows applications, and
081124 - subsidiary article compares OS2 with Chicago, also called "Win32c."
081125 -
081126 -     This actually describes a pending release of OS2 to run Windows,
081127 -     also known as "Ferengi," ref OF 6 line 7.
081128 -
081129 -         There is a second article on page 96 on this in the same issue
081130 -         which is not scanned, in which the author explains this OS2
081131 -         version does not include a Win 32 app coded, but merely runs
081132 -         the Microsoft version as an application.  It takes less code,
081133 -         disk space and has the advantage of not requiring OS2 to have
081134 -         Microsoft's code.  The implication is that future releases of
081135 -         Windows, like Chicago, will also run under OS2.
081136 -
081138 -  ..
081139 -     ..
081140 -     Independent Software Vendors (ISV) view OS2 as a platform
081141 -     for DOS and Windows 3.1 applications, and so are not making
081142 -     applications to apply OS2 superior capability, ref OF 6 line 102.
081143 -
081144 -     ISV's are motivated to upgrade their applications to run on
081145 -     Microsoft operating systems, because if they don't they may loose
081146 -     market share to Microsoft itself who will write upgrades of its
081147 -     products, ref OF 6 line 113.
081148 -
081149 -         The author merely suggests that IBM has a window of
081150 -         opportunity while Microsoft finishes Chicago.
081152 -          ..
081153 -         What will it do with this opportunity?
081155 -          ..
081156 -         The author suggests that in "...1994 IBM must embark on an
081157 -         aggressive program to stimulate OS/2 applications development,
081158 -         create a demand for OS/2 applications, and demonstrate a
081159 -         vision and a plan that deals with the issues of Chicago and
081160 -         the ever-changing market," ref OF 6 line 170.  But how can
081161 -         this be accomplished in light of the dynam- ics cited above?
081162 -         ..
081163 -         The only obvious solutions are either
081164 -
081165 -            1.  IBM develop applications for OS2 to create a motivating
081166 -                force as Microsoft is doing with Word and Excell.
081167 -
081168 -            2.  IBM pay ISV to create a few mainstream applications,
081169 -                so people can get used to superiod performance on OS2
081170 -                prior to the release of Chicago.
081171 -
081172 -         ..
081173 -         A 3rd and potentially more productive path would be to
081174 -         release a new application that is only available on OS2 which
081175 -         would create a separate demand thread for business computing.
081177 -          ..
081178 -         This presents a marketing opportunity for IBM to participate
081179 -         in POIMS technology, to distinguish itself from any
081180 -         competition.  Make the other guys chase IBM, instead of IBM
081181 -         playing catch-up, as set out in these published articles.
081182 -
081183 -
081184 -
081185 -
081186 -
0812 -

SUBJECTS
Personnel, Training,
Property Management, OS2, General, Programming OS2 2.1 Support
Rexx for OS2

1005 -
100601 -  ..
100602 - This is the 2nd article at ref OF 18 line 10 on using the IBM program-
100603 - ming language, REXX, which may come in handy if we want to create some
100604 - OS2 applications.  It supplements the article at ref SDS 10 line
100605 - 150701.
100606 -
100607 -
100608 -
100609 -
100610 -
100611 -
1007 -

SUBJECTS
Personnel, Training, Management, Automation Trends
Automated Management
Communications
Information Management
Knowledge & Ideas, Distinguish from
Remembering (linked records)
Internet, 940121
E-Mail Applications

2010 -
201101 -  ..
201102 - Internet Needs Application to Organize and Apply Information
201103 -
201104 - Article reviews a book on the "Internet," ref OF 8 0001, which was
201105 - mentioned by Merrill in our discussion at DEC on 940107. ref SDS 13
201106 - 0001
201107 -
201108 - It shows the evolution toward the "Information Superhighway", ref OF 8
201109 - line 18, which is cited in the POIMS article at ref OF 21 line 14, and
201110 - the consequent need for tools to create, organize, connect and access
201111 - information, which is the POIMS concept of converting information into
201112 - knowledge, as discussed at ref SDS 6 line 182.
201114 -  ..
201115 - The reviewing author notes at ref OF 8 line 112:
201117 -  ..
201118 -      ..
201119 -      One of the main problems with the Internet is that there's
201120 -      a lot of data there, but there's no central index, no "one-stop
201121 -      shop- ping" way to find where that data is, and no one way to
201122 -      access it.
201123 -
201124 - While 3rd party vendors have provided some means to organize Internet
201125 - information, POIMS technology holds that this is only a small part of
201126 - the process of converting information into knowledge, ref OF 21 line
201127 - 316.
201128 -
201129 -
201130 -
201131 -
201132 -
201133 -
2012 -

SUBJECTS
Killer App Needed Improve Wordprocessing Spreadsheets, Ellison, Larry
Killer App Wordprocessing First Major Applicaton for PC, Major Achiev

2204 -
220501 -      ..
220502 -     Killer Application Needed to Improve Productivity
220503 -     Need Software that Improves Productivity - Killer Application
220504 -
220505 -     Telecon with IBM yesterday on 940120 shows management is a process
220506 -     of continual bumbling because people are overwhelmed by
220507 -     information overload. ref SDS 17 0980
220508 -
220509 -     Without useful applications, powerful operating systems cannot
220510 -     improve productivity, earnings and stock prices.  Therefore,
220511 -     useful applications are more important than improving the
220512 -     operating system for making computers productive and helpful to
220513 -     people. ref OF 3 7104  Wordprocessing and spreadsheets do not
220514 -     improve productivity of management, because executives spend 80%
220515 -     of the time communicating in meetings, calls and reading, reported
220516 -     on 890809. ref SDS 3 8812
220517 -
220518 -         [On 940615 test of usefulness for improving management is how
220519 -         much time executives use a software program. ref SDS 21 TM3J
220521 -          ..
220522 -         [On 950927 reviewed need for management software in meeting
220523 -         at Intel.
220524 -     ..
220525 -     Useful applications for management enable practices of
220526 -     people who have formed good work habits, cited by Covey, reviewed
220527 -     on 921205. ref SDS 5 4080  Review on 911130 of Drucker's work
220528 -     indicates that without software support for analysis, and
220529 -     planning, ref SDS 9 7911, and for "communication," computers are
220530 -     not useful for improving management productivity. ref SDS 9 6150
220532 -      ..
220533 -     Management productivity is increased by lifting ability to think
220534 -     and remember, which enable effective analysis, planning and
220535 -     communication.  On 890809 Morris reported executives need people
220536 -     to "listen" better in order for communiation to be effective; this
220537 -     means better understanding and following up. ref SDS 3 CJ9J
220538 -     ..
220539 -     Demand for useful technology presents opportunity based on
220540 -     reports that SDS improves management productivity, from the record
220541 -     on....
220542 -
220543 -         890324 accurate record aids understanding...... ref SDS 1 LZ5F
220544 -         890809 integration aids planning, be prepared.. ref SDS 2 ZM7I
220545 -         911123 SDS provides new say of working......... ref SDS 4 0477
220547 -        ..
220548 -       [On 940615 report IBM needs compelling ("Killer") application
220549 -       for OS2. ref SDS 21 3001
220551 -        ..
220552 -       [On 940615 executives not using mainstream applications, because
220553 -       they do not improve management ability to think, remember and
220554 -       communicate. ref SDS 21 3333
220555 -
220556 -
220557 -
220558 -
220559 -
220560 -
220561 -
220562 -
220563 -
220564 -
2206 -