End Game
This is my 603rd and last column for pbs.org. If you want to continue reading my work, please visit http://www.cringely.com, which is also in this week’s links. Thanks for your support.
Everybody in my line of work writes prediction columns for the coming year, but I wonder how many we will see this time around? The world is unsettled. It’s not just this damned financial nightmare we have to deal with but also a sense of between-ness, like something has just ended yet still lingers slightly though it is obvious that something new is about to arrive. But will it be a good something new? That’s hard to tell. So for this reason I think the prognosticators will mainly keep their heads down this year. Except, of course, for me. I’m too stupid to shut up.
So let’s get on with this experiment in humiliation. You know the drill. We begin with a look at last year’s predictions to see how I did then jump into my predictions for 2009. If you care to follow along you’ll find last year’s predictions column in this week’s links. For a real laugh you can find my predictions from many previous years in the archive.
I wrote a year ago that we’d see the beginning of a shift away from PC-centrism with other platforms beginning to supercede the venerable PC. This is a slow process as I said it would be but generally I think I was correct. Sales growth for PCs slowed in general while growth for smartphones and netbooks increased. I never said PC sales were going in the toilet but it seems clear that the action these days is elsewhere, so I’m going to claim this one.
I said the Digital TV conversion would be a nightmare, though the greatest pain would be felt in 2009 when the analog transmitters are actually turned off. I think this is correct. Poll your friends and you’ll find most are in denial. While everyone has seen a DTV commercial, there are millions of people who still don’t know what’s happening. Free converter boxes are sold out, which ought to be good, but expected DTV sales have not met forecasts, so I say there are 10-15 million people who are going to wake up mad as hell in February. So I got this one right and claim it for 2009, too. While it may seem quiet now, February and March are going to be ugly.
I wrote that Cisco would acquire Macrovision, which didn’t happen. Two right and one wrong. I still think Macrovision has to find a landing place somewhere or the company is doomed.
I predicted that venture capitalists would sour on start-ups with revenue models based solely on advertising, citing Facebook as an example. This one is hard to call because the general tightening in the economy has led VCs to push all their companies toward multiple revenue models and much tighter books. Still, I probably got this one wrong, though I’d say it is still coming.
I predicted that Google would bid and win the 700 MHz spectrum auction. They bid, true, and made a good effort at shaping the deals that resulted, but Google didn’t win so this was wrong. I am not worthy.
A mother from gaza
I predicted that IBM would have bad earnings, would try to sell Global Services, and failing that might fund the sale itself. Wrong, wrong and wrong. IBM’s earnings were saved by the weak dollar or I would have been right. They couldn’t sell Global Services because no company was stupid enough to buy. But they didn’t have to finance anything because the credit crunch came and it was clearly not going to happen. I’m the loser here. If you are keeping score it is pretty dismal, down to two right and four wrong.
I said Microsoft would indefinitely extend the life of Windows XP. I might well claim this one but — like Wall Street — I may as well take all my losses while I can. Yes, you can still get XP, but if you are an individual it requires downgrading from Vista so you have to buy Vista anyway. In the long run this strategy really hurts Microsoft because the made-for-Vista computers that are being downgraded to XP don’t work as well and Microsoft’s reputation suffers even further, if that’s possible. Redmond sees this as a clever success on their part, too, which says a lot about the company.
Of course I had to say that Steve Ballmer was going to retire, too, though now I see him not following Gates for another 2-3 years. In the long run, though, he’s toast, simply because things are going to get uglier and uglier for Microsoft. Two right and six wrong. Maybe it IS time for me to retire.
I said Apple would embrace multi-touch pointing in its computers. They did. Whew!
I said a 3G iPhone was coming. Yes! And an Apple subnotebook/tablet. No! This latter device remains in the wings, however. Four right and seven wrong.
Apple didn’t license ANYTHING, much less its embedded OS X. Silly me.
Let’s get this over with quickly. Apple DIDN’T license the Windows API, DIDN’T dump Akamai for Google (ironically Google became an Akamai customer), …
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