Fun Friday – Silicon Valley Cowboys a Dying Breed

Wired today laments the lack of women at C-level in Silicon Valley tech companies. After Carly’s ouster lask week, there are only seven women at Fortune 500 companies and none of them are SV companies. Wired printed my response today.

It’s not surprising that Silicon Valley is particularly difficult for women to move up in ranks – the “cowboy” company style isn’t known for consensus management, team players, or progressive initiatives. The thing to remember is that many of the founders and investors in these cowboy companies (e.g. National Semiconductor, Fairchild, Intel, …) are still going strong in Silicon Valley, and the independent gun-slinger executive who they identify with most strongly is also most likely male. Not always though – Carly’s go-it-alone style fits more with cowboys than the older HP way of Hewlett and Packard. Perhaps Carly would have been better shaking up things at Intel or National Semi? She’d fit right in.

If you want to see Silicon Valley change, watch the obits. The fewer cowboys, the less fascination with the old cowboy style and the more interest in global strategy and fast execution. And women will most certainly do well in this new Internet age.

I Spy with My Little X-Eye – But I’m Blind, I’m Blind….

Yes, I know. There are so many much more expensive technically incompetent products I could be writing about right now – in operating systems, networking products, switches, routers, you name it. So why would I nominate the PC CHIPs X-EYE PC Camera (USB 1.1) for “worst product of the year”? Perhaps because it was such a great big lie that it could ever work that even if I was given it for nothing it would still cost too much.

First, it claimed to be 100k pixel resolution (352 (h) x288 (v) max resolution, frame rate – 30 fps at CIF (352×288), color 16.8 million true color (24-bit), software – BMP/AVI/ TWAIN). All you need is a pentium (200 MHz), any Windows system / 32MB ram / 12MB disk. All for $15.99! Seems like a too good to be true deal, and it is.

So, Haven’t Editors Always Been Cannibals?

IMedia conference was last week, and according to Mark Naples of Online Spin, it was a real whinefest – not that I blame them – because the parent print companies believe that their web properties are “cannibalizing” subscribers and robbing them of revenue. As Mark notes “Some of these traditional publishing companies have even been withholding resources from their online counterparts due to this perception, which truly fascinates me”. He’s not alone.

Intercorporate squabbling has always been a part of big congomerates, and media companies are often made up of lots of little print, media, and radio properties who fiercely compete for subscribers. So this isn’t really anything new.

But according to the Wall Street Journal a month back, major advertisers have accelerated their move from print and broadcast TV to online and cable TV advertising, and this is causing real pain. “These sites provide compelling, exclusive content. Some require a subscription. Most provide streaming video. None exploits their users with pop-ups, pop-unders, or other lesser tactics… The problem isn’t that www.yourlocalnewspaper.com is robbing your local newspaper of readers. The problem is that too many people running these traditional media outlets fail to see the opportunity presented by this change, and how the Web is leading that evolution.”

Fun Friday: What HP needs is Lou Gerstner, but younger and with hair…

Well, the fallout from Carly’s involuntary termination by the BOD of HP is continuing. John Pazkowski in his GMSV blog today quoted many agonized “What will HP do now!!!” analysts acting like the world ended while they bid up the stock at Carly’s ouster. My fav is “They need someone to do what Lou Gerstner did for IBM, but it isn’t obvious who that person is”.

Hey, maybe he’s on to something. What HP really needs is Lou Gerstner, but younger and with hair.

Weird Windows XP TCP Behavior

Sam Jansen of Wand Network Research Group in New Zealand recently complained of “weirdness” with Windows XP (SP2) and TCP when doing a TCP test of two systems connected over a link (very similar to those demos at InterProphet). After all, what could be simpler than a couple of cans and a string, right?

No, it isn’t simple. He finds that Windows is sending data outside of the receiver’s advertised window, as well as sending “weird sized” packets in what is supposed to be a “simple bulk data transfer (often sending packets with a lot less than an MSS worth of data)”. What’s going on here?

Poor Mr. Jansen is not losing his mind – what he is seeing is real and Microsoft is cheating. We saw lots of little cheats like this when we were testing on Windows for SiliconTCP and EtherSAN back in 1998 to the present. In sum, Microsoft does this because they think they “get ahead” with a technique called “oversending”. It thrives because TCP congestion control algorithms are all pessimistic with the send budget. It doesn’t always work, like any cheat, but I guess it makes them feel good.

One Billion Hosts and Nothing’s On!

According to Mookie Tenembaum’s latest piece, “The real secret of achieving long “real time spent” is in providing the consumer with something MORE than just the ad message”.

What’s this mean? Content sites can’t just put an ad in front of people without some substantial content attached. It’s a fair exchange – I watch a 15 second car ad on Cnet, for example, for a two minute discussion of the latest digital camera trends by a respected reviewer. Actually, I’m not tuning in to watch the ad, but I am watching it anyway. By gum, isn’t that just like TV?

So how much can customers tolerate – the average length of streaming video is 2.5 minutes with one (or several) ad, total running time 10 seconds max.

So why are publishers complaining about bleeding ink? They’ve already got the editors, writers, and customers reading their magazines and newspapers – all they have to do is put them in short interesting videos talking about what they do!

Of course, there’s that bugbear of “short interesting videos”. Last time I talked with a publisher, I heard all about “that video guy” who never delivered, never finished on deadline, and never made anything interesting. I guess that’s why I work for ExecProducer and use MinutePitch for polished videos in minutes. Because I can’t wait around for “that video guy” – time is money.

Why Women Don’t Like IT?

Ed Frauenheim of cnet put together an article on why women have trouble with IT. So I start talking, and before I know it I’m sitting in CNET’s letters section next to one of RMS’s rants. Good show!

It’s a good article, and I’m pleased to see this subject is starting to be discussed more. When I wrote about this serious loss of women in computing (SF Chronicle, Sept2003, Paving the Way for Systers reflecting on the passing of Anita Borg and the impact of women on technology, I found a real dearth of discussion of this issue in the mainstream and technical press – it was viewed solely as a “woman’s issue” relegated to the margins. Yet I received a great deal of email, both from women and men who have lived with this problem when the article appeared – much more than usually is received. And what they shared with quite striking.

You Can Have it All – Unless You Want to Retire

Sue Hutchinson wrote a nice article that discusses the closing of the gender gap in longevity. But I’m hopefull for a followup. Seems that there’s serious talk in the social security reform set of taking into account women’s “longer” lifespans by reducing benefits (e.g. Meet the Press last month) right when we don’t seem to have that edge anymore:

“MR. RUSSERT: Do you think Congress, Mr. Chairman, would accept any formula that said that people would be treated differently because of their gender or their race?
REP. THOMAS: If we discuss it and the will is not to do it, fine. At least we discussed it. To simply raise the age and find out that you’ve got gender, race and occupational problems later, I would not be doing the kind of service that I think I have to do. You and I have been around quite a while. We went through the ’80s. We went into the ’90s. And now we’re in the 21st century. We saw the choices that were made in the past. We went to the well over and over again with the same old solutions which really aren’t solutions. We’ve reached the point where we have to fundamentally examine it in my opinion. The president has given us that opportunity. We ought to take it.”

So what if there is no “longer” lifespan for women within the next 30 years if these factors Sue described continue? The reset for social security is then based on an outdated premise? Coupled with lower lifetime earnings by women, looks like the reforms in social security could create a new subclass of permanently improverished women.

The Limits to Internet Media is the Content

Fascinating little keynote at Imedia Summit by Lincoln Millstein, COO of New York Times Digital on the future of media.

Mr. Millstein sees “Big Iron Publishing” – the presses and paper and trucks and newsroom – as being nonscalable and noncompetitive compared to Internet media. Also, inventory of content is the burning limiting factor to encourage more interaction and stickiness with a site’s audience.

What Makes a Great Venture? It’s the team, execution, and trust…

John Doerr spoke with his usual inspirational passion at the Stanford Entreprenuerial “Thought Leaders” seminar. He asked “What makes a great venture?”. Well, I’ve been around the startup block a few times or more, so that’s easy – team and application. “What makes a great company?” How about focus and execution. And “What makes a great group?” Piece of cake – interdependence and communications. And most importantly – trust.

I’ve heard most of this stuff time and time again, so I was jazzed he wanted to skip a lot of the canned presentation and move on to questions. So my question that got written under the biz catagory was:
“WSJ reported last week that ad revenues are finally moving substantially to Internet / online from print. Does this mean, as some claim, we’re in a “second Internet bubble”, or do you think it’s just the promise of the first Internet rush finally realized – in other words, it just took longer than expected.”

While a lot of others were of the “gee, what’s hot to invest in” and “how about my pet venture” variety (and dispatched quickly), mine made him pause a while and think about it. Can you see why?