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Don Estridge: A misfit who built the IBM PC

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Re: Don Estridge: A misfit who built the IBM PC

#11
>> His divisional heads always had the same answer. Microcomputers—home computing—were a fad. They were low-cost and low-profit. Let others scrabble around in the metaphorical dirt of home computing. The real money was in the markets that IBM’s divisions already dominated—selling vast mainframes and minicomputer systems to large businesses. Cary was even told to buy Atari, which by then had established itself as America’s home video game system of choice. That’s all home computers were good for: gaming.

This attitude was so short sighted. A friend of mines dad was using their Apple II for work-related spreadsheets and thought it was the greatest this ever. Not sure how IBM folks could not see this opportunity just because it was smaller scale than "what they did". 20 years later Intel seemed to have missed the mobile market due to a similar attitude.

Re: Don Estridge: A misfit who built the IBM PC

#12

There is a "high tech middle school" with his namesake in Boca Raton, FL, next to the former 1960s IBM R&D complex. https://www.palmbeachschools.org/DonEstridgeMiddle

Well, TIL. When I see a school named after someone who is not widely famous I assume they were an educator or politician.

Re: Don Estridge: A misfit who built the IBM PC

#13
there’s a sense in which IBM was right to fear the PC - it, in fact, killed their main industry, and they were not able to compete well in the new space, despite defining the standard. maybe they could have pursued it more enthusiastically and done better in the 1990s, but, it still would have been fighting against the tide

Re: Don Estridge: A misfit who built the IBM PC

#14

>> His divisional heads always had the same answer. Microcomputers—home computing—were a fad. They were low-cost and low-profit. Let others scrabble around in the metaphorical dirt of home computing. The real money was in the markets that IBM’s divisions already dominated—selling vast mainframes and minicomputer systems to large businesses. Cary was even told to buy Atari, which by then had established itself as Amer…

In the case of Intel, based on what I saw, they were just desperate/convinced to turn the x86 into a beachhead for mobile (but Flash will be the same!) but that ended up not making sense.

Re: Don Estridge: A misfit who built the IBM PC

#15

For people who are interested in this era, Halt and Catch Fire is a terrific portrayal of the sorts of characters and battles that defined it, albeit from more of a startup perspective. https://www.youtube.com/watch?v=pWrioRji60A

Fantastic show, highly recommend.

Absolutely horrible show and I advise people to not waste their time.

Re: Don Estridge: A misfit who built the IBM PC

#16

>> His divisional heads always had the same answer. Microcomputers—home computing—were a fad. They were low-cost and low-profit. Let others scrabble around in the metaphorical dirt of home computing. The real money was in the markets that IBM’s divisions already dominated—selling vast mainframes and minicomputer systems to large businesses. Cary was even told to buy Atari, which by then had established itself as Amer…

A friend of mine's father was the head of Digital[0] in Australia and later sent to Boston after being promoted. I distinctly recall speaking to him in around 1995 regarding Linux. He, along with I believe a large number of commercial Unix vendors, snubbed his nose at Linux suggesting it was a passing fad and would never challenge their "serious" Unix. This is interesting because Jon 'Maddog' Hall[1], then CTO of Digital (before it was acquired by Compaq in 1998, acquired in turn by HP in 2002) certainly did get it... I interviewed him once in Sydney circa '99 and had a good long chat once in Taiwan circa '01 after crossing paths by chance. He was traveling the world proselytizing Linux in shorts and flip-flops, had a firm belief in embedded Linux changing the world (Android[2] wasn't released until nearly a decade later in 2008), but was yet to announce he was gay (took another decade). Fast forward 30 years: nobody younger than 40 has practically even heard of the company, Linux is in every household, and the very idea of a commercial Unix a joke.

Furthermore, in perfectly delicious irony, IBM's own modifications to Linux[3] to support the allocation of workloads to its giant server hardware have enabled the popularization of containers, further reducing demands for server equipment, increasing portability between desktop and server environments, and substantially drawing down the cost of provisioning for cloud services - the arch rival to traditional mainframe mentality. Today, in a world awash with dirt cheap and ever-present processing power and storage, as well as recently unimaginable levels of connectivity, we stand almost at the point where the term "server" itself has become an anachronism and consumption-oriented devices draw consumers toward "services" (often as paid for subscriptions).

IMHO some industries which will look nothing like today's version in 30 years' time: food, oil, transport, construction, clothing, health, and education. Carpe diem.

[0] https://en.wikipedia.org/wiki/Digital_Equipment_Corporation [1] https://en.wikipedia.org/wiki/Jon_Hall_(programmer) [2] https://en.wikipedia.org/wiki/Android_(operating_system) [3] https://git.kernel.org/pub/scm/linux/kernel/git/torvalds/lin...

Re: Don Estridge: A misfit who built the IBM PC

#17

>> His divisional heads always had the same answer. Microcomputers—home computing—were a fad. They were low-cost and low-profit. Let others scrabble around in the metaphorical dirt of home computing. The real money was in the markets that IBM’s divisions already dominated—selling vast mainframes and minicomputer systems to large businesses. Cary was even told to buy Atari, which by then had established itself as Amer…

It's close to what Clayton Christensen describes as disruptive innovation (his examples were the steel industry and radio's): incumbents are forced higher up the chain by low quality competitors ("home computers are only good for gaming") that answer an unanswered need well enough. Once these competitors gain a foothold, quality improves and incumbents have less and less of a market.

Re: Don Estridge: A misfit who built the IBM PC

#19
post #13

there’s a sense in which IBM was right to fear the PC - it, in fact, killed their main industry, and they were not able to compete well in the new space, despite defining the standard. maybe they could have pursued it more enthusiastically and done better in the 1990s, but, it still would have been fighting against the tide

It also killed their very successful Selectric business!

Re: Don Estridge: A misfit who built the IBM PC

#20

Earlier quoted context omitted.

Fantastic show, highly recommend.

Absolutely horrible show and I advise people to not waste their time.

Such insightful commentary!

I didn't find it a perfect show--especially latterly--but it captured a lot of the era, such as COMDEX, pretty well.

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