Predictions for 2010

By | December 26, 2009, 12:15am PST

Summary: T’was the day after Christmas and all through the house there was.. well, nothing but doom, gloom, and a whole bunch of predictions for 2010 - many of which I hope will be be wrong.

It’s unfortunate that the Saturday schedule puts this on the day after Christmas - because there’s not a lot of good news.

The Economy

First of all, everything we do in IT is conditioned by the economy, and the economy is going to get worse - and not just in the United States. It’s simply not possible to take the world’s most productive economy out of play and not create a vacuum that will suck down everyone else too.

(Yes, I know lots of people are saying that things are looking up, but it’s the same people who spent eight years yelling down the Bush economy - and you can jawbone a market up or down if you’re a big enough player, but the reality disconnect is obvious when you consider that the same guys who screamed about economic disaster while the economy grew from 2002 to 2008 and most Americans held jobs, are now blowing hard to puff economic growth when over 10% of Americans can’t find jobs, another 7% or so have given up looking, and more are being laid off every day.)

Bottom line: expect it to get worse; plan accordingly - and if the attack on America gets derailed before November? well, it’s a lot easier to adapt to good news than bad.

2010’s astonishing tech success

I’ve been saying for years that google is vulnerable to a kid with a better search idea - and while some think Bing’s been proving me wrong on that, the truth is that Bing isn’t really a better idea: it’s just the same idea minus the social agenda.

Wolfram Alpha, in contrast, is a better idea- one whose execution seems likely to benefit in a perverse way from the economic mess. What’s going on there is that alpha is on the long and slow climb to respectability characteristic of products that seemingly come out of nowhere to take the world by storm - but really spent years growing roots. That’s what Alpha’s been doing, and because their funding is pretty much assured they’re using the time the economic slowdown gives them to significantly improve their product.

By this time next year I’d expect a majority of readers to be familiar with at least the name and a few key ideas - and two or three years from now a majority among the web’s more educated users to be regularly using alpha to replace both search engines like google or bing and faux knowledge engines like wikipedia.

2010’s astonishing tech scandal

According to the theory of cognitive dissonance - simultaneously (and not coincidently) the most reviled behavioral theory there is and the only one that produces consistently correct behavioral predictions - most people will double down on stupid as long as there’s someone telling them they’re not alone in doing it - but once the dam starts to crumble, many of the early leakers will become proselytizing antagonists. That’s what’s happening now with respect to both google and wikipedia.

Both are under attack for information hiding and information distortion.

Last weekend, for example, the communist Chinese leadership in Copenhagen treated the American president with all the respect he deserves -and in that process grievously insulted both the Office and the American idea. Today (Dec 22nd), however, eight of the top ten google hits on “Obama snub Copenhagen Chinese Premier” either deny anything happened, attack those who reported what happened, or otherwise downplay the event. In contrast, four of the top five hits from the same search on bing quote eyewitness accounts in discussions of the event and its implications for Americans.

Similarly, this week’s big news from wikipedia celebrates a senior player getting caught censoring over 5,000 separate articles relating to climate science, climate politics, and the individuals involved - all apparently as part a strategy aimed at selling climate alarmism while destroying the careers and personal credibility of those who said that the data did not support the conclusions:

.

All told, Connolley created or rewrote 5,428 unique Wikipedia articles. His control over Wikipedia was greater still, however, through the role he obtained at Wikipedia as a website administrator, which allowed him to act with virtual impunity. When Connolley didn’t like the subject of a certain article, he removed it - more than 500 articles of various descriptions disappeared at his hand. When he disapproved of the arguments that others were making, he often had them barred - over 2,000 Wikipedia contributors who ran afoul of him found themselves blocked from making further contributions. Acolytes whose writing conformed to Connolley’s global warming views, in contrast, were rewarded with Wikipedia’s blessings. In these ways, Connolley turned Wikipedia into the missionary wing of the global warming movement.

I think it’s early days on this, but that we’ll see the abuse of google and wikipedia to hide some information completely while preferentially putting forward agenda driven publications as authoritative, will become a cause celebre - and the biggest tech scandal of 2010.

Sun will recover

But only if its new owners (presumably Oracle), replace; remotivate; or redirect most of Sun’s line management in marketing, emphasize SPARC/Solaris, go after the mid market; and put more much effort into selling the company’s technology advantages while de-emphasizing its ability to compete on price reselling nearly the same x86 junk everybody else does.

Security

If you liked Windows security, you’ll love what the bad guys can do with mobile phones - especially the next gen ME/Atom ones widely promised for RSN.

Android and iPhone, because ARM/PPC/Unix and not x86/Windows, will do better than the rest; but by year’s end the number of scare stories about stolen sync data and trusted connections going wrong will be serious enough for even the traditional media to notice.

New Hardware

Sun apparently has a rock box about ready for prime time as an Oracle applications server but nobody making decisions - and Apple, if it does finally release the iNet for use as a video equipped iPhone and personal interface between the net and an HD TV, could go a long way toward upsetting the cable company cart.

Beyond that, however, I think it’ll be slim pickings with thin clients picking up a bit, Linux sucking some market share out of continuing economic uncertainty, and IBM probably pushing back the switch to cell for another Power or hybrid generation.

Open source

Open source is already solidly main stream - 2010 will see that become more obvious to more people.

Programming languages

As I’ve said several times Sun’s Fortress language had great potential largely because its creators found effective ways to adapt ideas from APL and LISP to today’s hardware, but ate up much of that potential through excessive complication and too much ritual bowing toward Java and the whole re-usable object idea.

Google’s go programming language looks like more of the same - but has three significant advantages over Fortress: a simplified concurrency and threading model; a familiar look that’s likely to convince beginners and pundits that it’s not hard to learn; and a combined library and function structure that will eventually push those who really do learn to use it toward adopting the APL/LISP throw-away coding culture.

Between them these will, I think, make Go the breakthrough development environment for 2010.

Customer care on the web

There’s a fast growing epidemic of what I think of as screwuicitus (the more PC term -lovingly coined by a junior helping draft the 1946 Army DSM manual- is “Malignant narcissistic personality disorder”) affecting DP managed windows shops. This example, technically a hopeless hop, is a response from info@electionsalberta.ca to an email asking for information:

Date: Thu, 19 Nov 2009 15:58:48 -0700
Content-Language: en-US
Subject: Undeliverable: form query
X-Spam: [F=0.2000000000; CM=0.500; S=0.200(2009110601)]
X-MAIL-FROM:
X-SOURCE-IP: [(unknown)]
X-AnalysisOut: [v=1.0 c=1 a=FKqoTAkqqqzS8bulTHJWDA==:17 a=Tc8dGPhyAAAA:8 a]
X-AnalysisOut: [=bv6bFCNp7-9ugQYD-14A:9 a=Yo77siEqQ3jiC286QuutTcVvMSMA:4 a]
X-AnalysisOut: [=Jxe9xgG-pfsA:10 a=8OTclXnn6y8A:10 a=yxUQOyTO8zkA:10 a=g0r]
X-AnalysisOut: [9pcIiu8AA:10 a=xiFkkGY24DfCcbPf:21 a=eBedUNMayesKZ6iE:21 a]
X-AnalysisOut: [=PoYnnNtHiO6ZZESWjWEA:7 a=-3L5SdoPKKtaFP5cMSPt9crfO1wA:4 a]
X-AnalysisOut: [=aOlAIKAlFP8A:10 a=U8bkrWzPuQwA:10 a=6YMv5lkmwArEvWrA:21 a]
X-AnalysisOut: [=AkraVF67Akh1eLcT:21 a=jUplb4chcM6txb2-hOkA:9 a=XUuUfRPsYo]
X-AnalysisOut: [e1iY7s0TPQxojJTngA:4 a=sA-ssjpUAAAA:8 a=6m6jf_kxXhjD1BRq8m]
X-AnalysisOut: [QA:9 a=5c7CR3u8qAZW27wCBNoA:7 a=VHrYSyJ6auanJfjOsbsnUx-HGW]
X-AnalysisOut: [sA:4 a=TEQiFNGRbg4A:10 a=LK2cxUu1gWkA:10 a=61nhVlxHhMZrA5p]
X-AnalysisOut: [2:21 a=tA0rCwbRLPBPz3RV:21]

This will get worse - probably much worse, as organizations preferentially lay off the wrong people and thus end up giving their most deeply dug in DP people an increasing role in customer contact management.

And in general?

More of the same: more Linux uptake among those who see no alternative to x86 and find themselves marginalized in the on-going data processing takeover of wintel; consistent growth in the Mac world; increasing consumer resistance on paying for much more than they get on internet connectivity; and much more pundit nonsense about clouds, virtualization, Windows security, and souped up pagers and netbooks pretending to be iSomethings.

Bottom line for 2010? a holding pattern with not that much in the way of grounds for optimism before markets understand just how revolutionary the November elections in the United States are likely to be.

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Paul Murphy (a pseudonym) is an IT consultant specializing in Unix and related technologies.

Disclosure

Paul Murphy

I do not work for, or otherwise receive anything from, any of the companies I write about. I have some money in a number of funds that bet on the markets, including the technology market, but have no direct control over how these funds are administered or what investments are made. I use Sun and Apple technology both at home and at work.

Biography

Paul Murphy

Originally a Math/Physics graduate who couldn't cut it in his own field, Paul Murphy (a pseudonym) became an IT consultant specializing in Unix and related technologies after a stint working for a DARPA contractor programming in Fortran and APL. Since then he's worked in both systems management and consulting for a range of employers including KPMG, the government of Alberta, and his own firm. In those roles he's "been there and done that" for just about every aspect of systems management and operation.

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Paul.. you are clueless...
scotth_z 15th Jan 2010
1) you predict every year that SUN is going to do great... your track record sucks... when will you figure out that IBM outmaneuvered Sun on consolidation/virtualization over the last decade. That is the 'marketing' that Sun can't fix without fixing their product line. Ever heard of virtual switch technology... again...IBM, HP, Cisco and the bought out Platform Solutions all had it... why not Sun? this is not something marketing can fix, Paul.
How about Linux... ?? Care to bet where Linux will be at the end of the next decade?
IBM and HP embraced Linux... Sun was dragged kicking and screaming... They were also dragged kicking and screaming into the x86 world.
You also probably haven't figured out, that IBM bought a company, last June, that will setup the final nail in the coffin of Sun/Ultrasparc. The company specializes in Solaris...FYI... and already has hurt Sun's Ultrasparc business.


This is why Sun is at 7% of the server market share while IBM's is at 32%... a very stark contrast from 2000. This was not a one year glitch... as you have claimed in the past.

You can't even keep your excuses straight... last year, you claimed that Sun was losing market share due to the vultures circling over Sun's corpses... now you claim it is just a marketing problem, the year before that, you claimed it was investors speculation that was doing Sun in.

Answer the question, which you have failed to answer over and over again... how do you virtualize z/os and Linux on the same SUN box... How about Windows and Unix... This is computing in the real world of the 21st century... These are the questions that Sun's marketing can't answer. Mashups are the future of computing and you will need virtual switch technology to compete and you and Sun are still operating with the 20th century mindset. You either consolidate and take advantage of certain cost structures and virtual switch technology or you run it on the cheapest server(read x86) that can support the work...the middle ground has disappeared. There are even hints that Intel will discontinue Itaniums....

As for IBM's message... THEY made a profit the last quarter... How did Sun do? They lost 9 figures, just like they did the last 6 quarters... How many profitable quarters has Sun had in the last decade? Their stock value is 1/25th of what it was in 2000... Sun had $16B in cash reserves in 2000... they are down to $1.3B, now. They don't have the cash to last 6 quarters, let alone thrive, if the Oracle deal doesn't complete soon, Sun may not make it to 2011, let alone change the market. Do you think it is just me, that is detecting this cash flow problem. Sun's customers are seeing this, too. Who is being defeated, Paul?


So Paul, please go into great detail, how a company that has lost 9 figures the last 6 quarters is going to suddenly make a profit.. especially since you are also predicting that the general economy is still going to stall.
Where is the product that will turn around Sun in this bad economy... it isn't rock, it isn't java, it isn't Solaris, it isn't STK drives... these products are all losing market share...

Understand this, even with EDS management trying to throw Sun business in 2003-2005... they still lost market share...
EDS has been bought out by HP... who is unlikely to throw any business in Sun's direction...instead of to HPs own server line
Perot System was just bought out by Dell... Do you think they will throw any business towards Sun...instead of to Dell's own server line.
ACS was just bought out by Xerox... I don't imagine that they will toss any business towards Sun...
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Formatting error
Theli 26th Dec 2009
Are the latter portions of the article really supposed to
be part of a quote?
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No - fixed it, thanks
murph_z Updated - 26th Dec 2009
1) because WP can't deal with LFs properly I test the HTML on my site, then run unix2dos for the pastables to this site. Sometimes that leaves a line ending on the > bracket in a para command - and WP then elides it. Often I miss those. (and there's no preview.)

2) and then there's spell check.. turned "grievously" into "previously." Ooops!, my fault again.
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RE: Predictions for 2010
Abigailvipoor 26th Dec 2009
The era of explosive history advances our way. Prepare for a bumpy ride of surprises and excitement called the 12 months of 2010. If this book was a tarot reading,
http://ezinearticles.com/?Acnezine--Review---Does-the-Acnezine-Acne-Treatment-Work?&id=2928024
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X-AnalysisOut
Burana 28th Dec 2009
Murph, the X-AnalysisOut headers are just the Spam Fingerprints.

We use the same spamfilter and to your relief we do this on SPARC happy
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I know what they are, but that's the not the point
murph_z Updated - 29th Dec 2009
First this query wasn't spam - and, more importantly, sending this nonsense back to the customer is what illustrates the arrogance.

and, fyi, I believe they upgraded to MS Exchange 08/9 - and after three months still aren't stable on it. (!)
Poor poor Paul. If only everyone else was as smart as you and had a head swimming with conspiracy theories and an outright hatred for half of mankind. ah yes.
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RE: Predictions for 2010
dstrom 4th Jan 2010
2 comments on Sun from a longtime Sun fan (was a reseller SE, now a customer)
1) I don't like what Sun has done/is doing with Solaris, and I don't think they will get traction in the market. I/we still use Solaris for the time being.

2) I think Sun's X86 "junk" is a bit better than most, and that's what we're buying.

--
Dave
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Better han average junk
murph_z 7th Jan 2010
Agreed - marginally better designs, but still horrible -and marginally better execution - but also still horrible.

Compare any of the x86 servers to the old sparc (or HP's or even IBM's) stuff and the quality difference leaps at you: one's workhorse solid, the other friable junk. Sure it's better than Dell's but that's a terribly low standard.
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RE: Predictions for 2010
dheady@... 5th Jan 2010
Paul, a well thought out and articulated article. I find it
amazing that you've had this few commentaries while a
paragraph about Apple or Microsoft reigns down dozens of,
to put it kindly, 'twitterings,' and not in the current definition
of the word.
That said I particularly enjoyed your Obama commentary.
Well said! I'll look forward to the coming year and seeing
many of your predictions fulfilled.
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The part about the "Obama Snub" not showing on Google is so laughable I'm crying tears of laughter.
I sure enjoyed those great hits from Bing you talked about, almost all being from Fox KKK news.
Did you even read any of the replies to that article?
You want to know who the rest of the world really "snubs" and thinks is "weak"? Just read those replies. Those are the self loving blowhards the rest of the world calls "fat and dumb" and I agree with them 100%.
The hypocrisy comes in when you consider you are suddenly backing a group of people that love MICROSOFT and all Companies like it.
Why the change of heart? You dislike BO that much? why?
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QED
murph_z 7th Jan 2010
When you're reduced to the ad hominem - and compound that by quoting other people reduced to similar levels, you prove my point.
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Paul's predictions
scotth_z 12th Jan 2010
Paul,
Compared to the economy at the end of last year, even the most conservative pundits, will admit that things have stablized at their most critical. Obviously you haven't heard the latest from IDC, who predicted 6.6% growth for the tech sector in 2010. IDC is far better predictors of the IT sector then you are... they don't use wishful thinking... but cold vendor-neutral analysis.

Predicting that Sun will do well, while also predicting that the economy will continue to flounder seems counter intuitive at best and laughable at worst... Let me point out that Sun is the one LOSING big money the last several quarters(including before the merger talks)... while HP, IBM and Dell all MADE money. Sun had 33% of the server market revenue share and the #1 ranking in 2000... they are now down to 7.4% and in 4th place... This decline didn't just happen over the last 2 years... but over the last decade. The next Rock is not a game changer... the way x86 or specialty engines have been over the last decade. Sun needs a game changer to survive and thrive.

Your prediction on IBM's future, is off base as well... IBM already announced at their last quarterly financial reporting that Power 7 is AHEAD of schedule and will be out by 2nd quarter 2010(people who lie at their SEC filings go to jail, so this is not JUST sales hype). IBM also releases a new GENERATION of mainframes(not just another machine) every 10 years in the 3rd or 4th quarter, like clockwork, since 1970, so they should have a brand new threat to Sun, HP, and DELL... I predict August 3rd as the announcement date for their next generation mainframe. We saw what virtualizating midrange work on z-series specialty engines did to Sun in the 00's....

I don't see anything reversing the migration from the traditional 'nix's(AIX, HP/UX, Solaris) to Linux in the 2010s.
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Dear Scott:
murph_z 13th Jan 2010
1) have you checked IDC's record? It's much worse than mine.

2) I said Sun would be ok - IF AND ONLY IF they fix marketing.

3) IBM's most recent announcements signal an apparent victory for the party of defeat - delaying the use of cell as an integral part of the next gen Power series. Their new gear? about as new as last year's laundry - same stuff, new mfg date labels and minor speed tweeks. For them, it's 1972 all over again.
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Paul.. you are clueless...
scotth_z 15th Jan 2010
1) you predict every year that SUN is going to do great... your track record sucks... when will you figure out that IBM outmaneuvered Sun on consolidation/virtualization over the last decade. That is the 'marketing' that Sun can't fix without fixing their product line. Ever heard of virtual switch technology... again...IBM, HP, Cisco and the bought out Platform Solutions all had it... why not Sun? this is not something marketing can fix, Paul.
How about Linux... ?? Care to bet where Linux will be at the end of the next decade?
IBM and HP embraced Linux... Sun was dragged kicking and screaming... They were also dragged kicking and screaming into the x86 world.
You also probably haven't figured out, that IBM bought a company, last June, that will setup the final nail in the coffin of Sun/Ultrasparc. The company specializes in Solaris...FYI... and already has hurt Sun's Ultrasparc business.


This is why Sun is at 7% of the server market share while IBM's is at 32%... a very stark contrast from 2000. This was not a one year glitch... as you have claimed in the past.

You can't even keep your excuses straight... last year, you claimed that Sun was losing market share due to the vultures circling over Sun's corpses... now you claim it is just a marketing problem, the year before that, you claimed it was investors speculation that was doing Sun in.

Answer the question, which you have failed to answer over and over again... how do you virtualize z/os and Linux on the same SUN box... How about Windows and Unix... This is computing in the real world of the 21st century... These are the questions that Sun's marketing can't answer. Mashups are the future of computing and you will need virtual switch technology to compete and you and Sun are still operating with the 20th century mindset. You either consolidate and take advantage of certain cost structures and virtual switch technology or you run it on the cheapest server(read x86) that can support the work...the middle ground has disappeared. There are even hints that Intel will discontinue Itaniums....

As for IBM's message... THEY made a profit the last quarter... How did Sun do? They lost 9 figures, just like they did the last 6 quarters... How many profitable quarters has Sun had in the last decade? Their stock value is 1/25th of what it was in 2000... Sun had $16B in cash reserves in 2000... they are down to $1.3B, now. They don't have the cash to last 6 quarters, let alone thrive, if the Oracle deal doesn't complete soon, Sun may not make it to 2011, let alone change the market. Do you think it is just me, that is detecting this cash flow problem. Sun's customers are seeing this, too. Who is being defeated, Paul?


So Paul, please go into great detail, how a company that has lost 9 figures the last 6 quarters is going to suddenly make a profit.. especially since you are also predicting that the general economy is still going to stall.
Where is the product that will turn around Sun in this bad economy... it isn't rock, it isn't java, it isn't Solaris, it isn't STK drives... these products are all losing market share...

Understand this, even with EDS management trying to throw Sun business in 2003-2005... they still lost market share...
EDS has been bought out by HP... who is unlikely to throw any business in Sun's direction...instead of to HPs own server line
Perot System was just bought out by Dell... Do you think they will throw any business towards Sun...instead of to Dell's own server line.
ACS was just bought out by Xerox... I don't imagine that they will toss any business towards Sun...

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