Paul Allen And Steve Jobs – Both Left Us Early!

Paul Allen, co-founder of Microsoft died yesterday, Oct. 15, 2018.

His untimely death reminded me of Steve Jobs, co-founder of Microsoft who died Oct. 5, 2011.

Allen co-founder Microsoft in 1975 and Jobs co-founded Apple in 1976. 

Allen was 65 and Jobs was just 56 at time of death.

Both were pioneers in the IT Revolution.

Both died of cancer.

Both dropped out of college.

Both accumulated $20B of wealth in today’s money.

Both own(ed) 2 sports teams (Jobs posthumously)

Both were huge philanthropists in terms of what they left the world: money in Allen’s case and many innovations in Job’s.

Both have been in Time’s 100 Most Influential People.

Both died an early death–sadly too young!

(Source Graphic: Andy Blumenthal)

The Continued Softening Of Microsoft

Microsoft should not be acting old and grey.

Yet they are throwing away another $26.2 billion dollars in purchasing the relative revenue and profit weakling, LinkedIn, the professional networking social media site (where odds are you have your high-level resume-type information).

Have you ever paid a dime to LinkedIn or have you ever paid attention to  single advertisement on LinkedIn (I can’t even remember if there is advertising on there—see I pay it zero attention!)?

Unfortunately Microsoft is following suite with it’s worthless purchase of Nokia in September 2013 for $9.4 billion that was all written off and then some with yet another ridiculous, desperate move.

Microsoft has been living off their legacy product suites of Windows, Office, Outlook, and SharePoint for years…and apparently, aside from the regular forced upgrades, they seem to have virtually nothing in the innovation hopper.

Hence, loser acquisitions of things like Yammer in 2012 for $1.2 billion (anyone use that BS Facebook-like service for inside their organization—work is not social playtime folks!).

Anyway, I like Microsoft products–they are functional, which is what I want from email, creating and editing documents, spreadsheets and slides, as well as sharing files–it’s great for bread and butter tasks–nothing sexy.

But every attempt that Microsoft makes in desperation to expand beyond their core competencies comes up soft and a big money loser.

Innovation and success is not bred by acquiring virtually worthless properties in terms of high-technology with no synergy to who they fundamentally are.

It is almost heartbreaking to see a once great company like Microsoft continue to drown in its own excess cash and strategically hollow ideas.

Microsoft will only be successful by thinking beyond the boxed in windowed organization that they have imprisoned themselves in.

I hope they can break a few windows and escape to some new technological thinking again soon–but the big question is whether they currently have the talent to make it so. 😉

(Source Photo: Andy Blumenthal)

When They Say They Want To Kill You, Do You Think They Might Mean It?

We tried out a new large conservative synagogue in Rockville today. 

And they had an interesting speech this Shabbat by scholar in residence, Tal Becker.

He spoke about how as a Jewish people traumatized post Holocaust, we tend to view threats to us as existential or the possibility of them escalating to that. 

And of course, many of the threats out there are or could be–like the Iranian Ballistic Nukes or terrorism combined with WMD!

But in terms of overall Jewish security, normalcy, and exceptionalism–with two thriving Jewish communities in Israel and in America–we are probably doing better than at any time in recent history. 

It’s a paradox, he mentioned, that in America, the Jews are a minority but amidst all the freedom, they may at times feel like a majority, while in Israel, the Jews are a majority, but amidst the dangerous neighborhood they live in, they can feel like a minority. 

Unfortunately, there is still quite a lot of hatred and anti-Semitism out there whether in America or the Middle East. 

Just this week, we saw numerous terror attacks in Israel and Turkey that left several Israelis dead or wounded again. And in America, not only did we have Palestinian protests on college campuses painting Jews as the occupiers and Apartheidists (rather than as the victims of daily Palestinians terror and intransigence toward a two-state solution living side-by-side with Israel in peace), but also Microsoft having to take down their AI Bot after users taught it to spew anti-Semitic remarks like “Jews deserve death” and holocaust-denial posts in social media.

So as wonderful as it is to be Jewish, there is typically not a day that goes by when we are not somehow reminded of those that reject us, hate us, and may want to kill Jews. 

The truth is that Jews (as Mark Twain pointed out)–despite having a pretty large and impressive footprint–are a very small minority of the people out there, and they have endured unbelievably difficult times from slavery to the destruction of the temple and exile (twice), forced conversions, tortured inquisitions, expulsions, pogroms, and genocide…so it is hard not to be a little touchy about people saying or implying that they  don’t like you and want to kill you…someone may take that as an existential threat and it wouldn’t even have to be a bad day at that. 😉

(Source Photo: Andy Blumenthal)

What does 600613 Spell?

As per my previous blogs on the mystical number 613 (corresponding to the G-d’s commandments in the Torah), today we have a technological twist.

Recently, Google paid an award to a former employee of $6,006.13.

The amount is special in two ways as you can see:

First of all, Google saw that, if you look closely, this number spells Google. 

Secondly, it has the number mystical number 613 in it. 

613 is a winner and so is Google, which is now the the most valuable company in the U.S. (worth more than Apple) at $554 billion!

If you use simple Gematria, where each letter is a number (A=1, B=2, C=3…Z=26), then Guess what other successful technology companies has the mystical 613 in their names:

(Also, see which amazing technology company has 613 twice in their name!)

In contrast, some ailing technology companies that do not have 613:

– Yahoo

– Twitter

– LinkedIn

613 is a reminder of G-d’s benevolence to mankind in that he G-d us the commandments as a roadmap to live by.  613 is a symbol of faith in G-d almighty and in his holy Torah (Bible). 

For those that keep His charge, we believe that Hashem will bless them and keep them. 

Indeed, technology used for the good of mankind is a blessing to us all.  😉

(Source Graphics: Andy and Dossy Blumenthal)

Where’s The Value?

So I don’t know how I feel about this or maybe I do. 

The Wall Street Journal reports today that from the 10 largest companies by market capitalization:

1) The top 3 are technology companies

– Apple $679B

– Alphabet (Google’s Parent) $489B

– Microsoft $422B

2) Moreover, a full 5 (half) of the top 10 are technology companies

That includes the 3 above and the other 2 below:

– Facebook $288B

– Amazon $280B

As a technology person, I am thrilled at the impact that IT has on our society. 

We are no longer the same thanks to our Apple iPhones, Google Search, Microsoft’s business tools like Outlook, Office and SharePoint, Facebook’s social networking, and Amazon’s online shopping. 

But to think that these information capabilities outweigh by value everything else in society that we need as people is somewhat astounding.

For example, the other 5 of the top 10 companies are:

– Exxon Mobil (Oil and Gas) $346B 

– Berkshire Hathaway (Insurance, Utilities, Clothing, Building Products, Retail, Flight Services) $340B

– General Electric (Power and Water, Oil and Gas, Energy Management, Aviation, Healthcare, Transportation) $298B

– Wells Fargo (World’s Largest Bank) $280B

– Johnson and Johnson (Pharmaceuticals) $278B

So when you add these behemoths up–this is what we have:

The 5 top technology companies are worth $2.158T

Vs.

The top 5 traditional companies from all the other industries combined are worth only $1.542T

Net it out:

The largest representative IT companies are worth $616B or 40% more than the other major companies combined.

(In fact, just the top 3 IT companies at $1.56T are worth more than the top 5 other companies at $1.542T.) 

Sure IT growth has been on a tear for the last couple of decades and we love everything futuristic it brings us. 

But isn’t it a little scary to think that the companies that meet all our other needs from food, clothing, shelter, medicine, transportation, energy, finance, retail, etc. isn’t worth more to us than just the IT alone. 

Perhaps adding it up from a value perspective just doesn’t add up in a real life perspective. 

I love technology and want more and more of it, but man does not live by technology alone. 😉

(Source Photo: Andy Blumenthal)

Death To PowerPoint

Ok, we’ve all heard of “Death by PowerPoint” (well, I’m advocating death to PowerPoint). 

It’s the unfortunate occurrence that happens when a speaker presents a wad too many slides (OMG, some people seem to go on and on forever –get them off that podium)!

Or when they present too much information, too little information, or just don’t know what or how to present at all. 

Their (slide) presentations leave the audience basically wanting to just kill themselves, if not the inconsiderate S.O.B. speaker.

But aside from lousy speakers, you have a crappy presentation mechanism, which is PowerPoint slides.

Hello out there, tell the truth…

Can any of you remember much of a darn thing that anyone has ever conveyed to you by PowerPoint?

Think of webinars, conferences, and meetings galore with slide after slide of 2-dimensional boredom.

Is your head hurting you yet or are you just glad you can’t remember any of it–natural selection of memory saves you the pain…why thank you.

Then consider what someone has told you in great thoughtfulness, confidence, or with genuine passion, caring and sincerity.

– Perhaps, the wisdom of a parent or teacher who took you aside to tell you a life’s lesson.

– Or a Rabbi or Priest who shared with you something spiritual and uplifting to guide you on your path.

– How about someone in the office who was passionate about an idea or project and who motivated you as well.

Most of the communication between people that really means something never makes it to a PowerPoint slide.

Imagine for a moment, if something meaningful was conveyed to you by slide presentation–you would think, how ridiculous it is to use PowerPoint for that?

– I love you–will you marry me?

– We’re having a baby, how wonderful. 

– Just got that promotion, yes!

– So and so is sick or just passed away, how terrible. 

PowerPoint just doesn’t happen here in real life–thank G-d!

And no matter how much organizations such as TED would like to make a (show)business out of presentations using PowerPoint…(ah, nope).

Real communication happens when one person talks from the heart to another person who receives it in their heart. 

The greatest orators in history…never used a slide presentation.

Other presentation products like Prezi tried to take slides to the next level with a storytelling format using a virtual canvas, but that didn’t pan out to well either…see many Prezis lately (and without getting dizzy)?

PowerPoint slides, and the like, are for distraction…now I don’t have to pay that much attention to the rambling, numbnut speaker anymore.

The bottom line…we don’t listen with our eyes!

Rather, we hear words of wisdom and see when someone is genuine, sincere and worth listening to.

The rest is PowerPoint… 😉

They Ain’t Nothing

So Microsoft has tried to do the copycat thing of the Apple Store. 

See Apple (top photo) streaming with customers trying out their world-class computers and smartphones yesterday. 

See Microsoft (photo underneath) just a few storefronts down in the mall with nice vibrant colors, but just a handful of customers (the non-red shirts) in the entire place.

BTW, I took a look at the iPhone 6 Plus and liked the size (I thought I wouldn’t) and ordered one (will be nice I hope to actually see the screen on this thing). 

At the same time, I tried the Microsoft Surface, and my wife says to me can you videotape me showing how long it takes to actually try to figure this thing out–piece of garbage!

It was also confusing why the Microsoft store was selling Dells and other companies computing devices–Ah, maybe because they don’t have anything competitive of their own???

Microsoft great try with the overall store (Touche!) but you just don’t have the retail products to compete with Apple–and the piles of Xbox in the rear of the store to draw people in–that wasn’t working either. 

Microsoft still a winner at enterprise computing, but Apple hands-down has you on personal computing–everyone to their corners. 😉

(Source Photos: Andy Blumenthal)

Microsoft + Nokia = HP + Palm

Microsoft buying Nokia is a desperate play at mobile computing.

Unfortunately, the purchase doesn’t add up in terms of common business sense.

Remember, in 2010, when HP bought Palm for $1.2B?

Palm once held 70% of the smartphone market to fall to only 4.9% share at the time that HP bought it and committed to “double down on WebOS.”

Now, fast forward to 2013 and Microsoft is buying Nokia for $7.2B, with a mobile software market share of about 4% combined (compared to their prior Windows desktop operating system market share of over 90%) and ZDNet reporting that it was “double down or quit.”

When HP bought Palm, it was a hardware maker buying software; now with Microsoft buying Nokia, it is the software maker buying the hardware vendor.

But in both cases, it’s the same losing proposition.

In 2010, at the time that HP bought Palm, Stephen Elop was leaving Microsoft to become CEO of Nokia (and in 2011 Nokia made the deal for a “strategic partnership” with Microsoft).

Now in 2013, when Microsoft is buying Nokia, HP has thrown in the towel and just sold off the remnants of Palm O/S to LG Electronics.

Ballmer is right that Apple and Google do not have a permanent monopoly on mobile computing, but purchasing Nokia is not the answer.

Microsoft’s stock is down more than 5% on the day of the merger announcement…and there is more pain to come from this acquisition and Microsoft’s hubris.

Buy more outdated technology, and you’ve bought nothing, but change the culture to innovate, design, and integrate, and you’ve changed your organization’s fortunes. 😉

(Source Photo: Andy Blumenthal)

Ballmer Led Microsoft Into The Ground

Steve Ballmer, one of the forefathers of Microsoft (with a career spanning 3 decades there) and its CEO since 2000, is finally retiring.

Well what can we say except, Thank G-d!

The Wall Street Journal reports how the markets cheered yesterday with Microsoft stock rising 7% at his exit and that’s with no successor identified.

In other words, better nobody, than Steve Ballmer somebody!

Ballmer managed to take the genius of Gates and a company stock valuation of $603 billion in 2000 and turn it into less than half–$290 billion–by the time he announced he was going.

Not bad destroying over $313 billion of value in a little more than a decade.

Gates was the visionary–the inventor (with the help of Apple) of Windows and Microsoft Office.

He was brilliant and he left us with products that still today dominate desktop computing, which was predominantly what existed up until he handed the reins to Ballmer.

But since 2000–we have smartphones and tablets–bringing Microsofts’s share of market to just 15% today.

Ballmer was an operations guy (not what you need in a fast-changing technology market), while Gates was a innovator (who could spearhead the change itself).

Ballmer was the wrong man for the right job.

A technology guru could’ve taken the lofty perch Microsoft sat on in 2000 and used it as a springboard to the technology stars and beyond, but an operations nerd could only run it into the ground.

Yes, Microsoft is still highly profitable at almost $22 billion last year on sales of $78 billion–nothing to sneeze at–but the problem is they are fighting last decades technology war.

That’s why Apple, Google, and Amazon eclipse Microsoft in prestige and excitement, if not all by market share (yet).

In almost 14 years, Ballmer couldn’t manage one major fully new product innovation–except Xbox in 2001 (let’s cough that one up to Gates), Bing in 2009 (a Google look-alike), and Kinect in 2010 (Ok, maybe one cool thing).

Ballmer couldn’t even put in a place a viable succession plan and is leaving the company in a chaotic leadership void for the top spot.

Gates was smart to sell the vast majority of his stake in Microsoft–not because they are not a great company with lots of talented people, but because without a true leader at the helm, they are lost in the vast technology sea of change without direction or innovation of their own.

Ballmer, it was 14 years too long, maybe now there is still hope for Microsoft to rise and be great again. 😉

(Source Photo: Andy Blumenthal)

I’ll Take The Stairs

Woke up this morning to the elevator being out of service–again (and this was the sign that was up)!

Thank G-d our automobiles and airplanes aren’t as unreliable (generally).

Anyway, I didn’t mind walking a little more, and I got a chuckle out of this sign.

Of course, less funny this morning was news of Microsoft’s $6.2 billion! dollar writedown on their Internet division.

For a long time, Microsoft has been waiting for the elevator to pick them up and take them to virtual heaven, but instead everyday they try to buy (e.g. aQuantive for $6.3 billion all cash in 2007) their way there, and they end up in a place a lot hotter and nastier.

Microsoft can still make a comeback, but it’s past time for them to unleash their creative juices again.

What type of name is Bing (bing-bong) for a search engine, anyway? 😉