Sun Ray
The Disruptive Power of Netbooks
The idea of light-weight, low-cost, but very powerful laptops designed for a smaller feature set than traditional laptops has been around for a decade or so. But all indications are that something has changed in the market place. Due to a convergence of many factors, netbooks are growing in sales. These factors include the continual improvement in wireless speeds, the more widespread availability of wifi, the continued drop in cost of hardware, the continued increase in performance of open source operating systems and open source applications, the unstoppable move to more thin-client solutions, and the dramatically increased capabilities of cloud computing services (including the entire web2.0 megatrend and of course the continued innovations of Google in the cloud computing and online applications space).
I just did a few searches on Amazon and Bestbuy for netbooks devices, and pulled up entries for small notebooks like the Acer Aspire One, an 8.9-inch mini laptop that runs Linux Lite and sells for under $300.00. It has plenty of capability and is very lightweight. It comes loaded with applications, including open source office automation packages (I think I would want to download the most recent version of open office if I purchased this). It also comes with a built in camera and is ready for high end video chat.
Will I buy one? There are clearly some of these in my future, I just don't know when. I have a MacBook and I really like it for everything I need in a laptop. I use it around the house and on travel. And, although it is over a year old now, it doesn't need replacement. When it does, however, I'm going to be asking myself why I would want to pay $1000 more for a Mac instead of a couple hundered for a Netbook. So much of what I do I do on the cloud anyway, and the many things I do locally can be done using the free Open Office.
If we assume the same sort of trades are being considered by other buyers, a conclusion starts to emerge. Netbooks are going to be a very disruptive force in the market.
And what is the market saying so far about this trend? Acer is reporting huge success with their netbooks approach, their sales have been growing significantly. They just reported a 78.8 percent growth rate over the same quarter in 2007. And this is during a huge market downturn. HP and Dell are reporting unit sales growth of 13.5 percent and 10.7 percent, respectively. Apple is just about flat.
If you are an enterprise CTO, what should you do with this information? For one, you should consider how to use laptops/netbooks like these in your organization. If done right, you can enhance the security of your enterprise by moving more of your data and applications to secure clouds, and you can also add security features to your netbooks and field a significant enhancement to your security posture. And, since the cost of these devices is far less than traditional laptops you can equip more of your workforce and save money at the same time, which is a very virtuous thing in this economic environment.
Note: I've previously written about several devices that qualify as netbooks, including:
Thin Client Laptops: Functionality, Security, Mobility A review of high end, enterprise quality wireless stateless thin clients using the Sun Microsystems approach;
and
The Future Is Changing Again A review of the One Laptop Per Child (OLPC) initiative.
I also recommend a recent article at Economist.com called Small is Beautiful.
And, thanks to a friend on Twitter, I just got pointed to a post at GigaOm titled: Why Netbooks are Greener Than Laptops
Securing Enterprise Data and Computer Power
In March I posted an entry on a significant enhancement in the computing realm, the thin client. That post focused on how thin client computing is changing the net assessment in computer security (see: http://www.ctovision.com/2008/03/computer-securi.html ).
I've been really pleased to watch thin client computing take off. How widespread is adoption now? In August Sun announced that they had nearly doubled their shipments of thin clients from the previous quarter. That's pretty cool. In fact, it is Kurzweilian.
Thin Client Laptops: Functionality, Security, Mobility
For the past few weeks I've been using a unique device — a totally stateless laptop.
It is the Tadpole M1400 Ultra-Thin Client Wireless Sun Ray.
Here are some things this device can enable for enterprise users:
– Enhanced security. If the laptop is lost/stolen/attacked no data is lost. The data is never in the laptop, it remains in your enterprise.
– Enhanced functionality. All users everywhere can get upgrades to the latest software instantly. Upgrades happen in the server room, not by downloading apps to every device. And multiple domains can be presented to one laptop.
– Enhanced flexibility. All users everywhere can get access to presentations of operating system environments they need. Depending on what the enterprise chooses, users can be presented with MS Windows, Mac OS, Solaris or Linux desktops.
– Enhanced mobility. Like any other laptop, this device is designed to be mobile. It can connect to the grid over WiFi, 3G card, or if you desire, an Ethernet cable. I've tested it using WiFi at home and on the road and the performance is great.
Concerning speed and 3G: I tested the Tadpole thin client using 3G (using a Qualcomm 3G CDMA card on the Verizon Broadband Access network). When you have to use it, 3G delivers ok performance, but just like with fat client laptops or iPhones, 3G speeds can leave you wanting more (faster networks are coming quickly, see: How fast is 3G and what is 3.5G and when will 4G be here? ).
If you are a CTO/CIO/enterprise technologist you can probably already understand the power and potential of the "stateless laptop." Having one in my hands just brings that home to me. This is a way to deliver significantly enhanced security and enterprise-class functionality/power to mobile users. And since it can be done in a way that reduces cost it makes this a compelling approach.
I wonder, what could the role of this new device be in the federal government's Cyber Initiative (see Protecting Federal Networks Against Cyber Attack) ? Or what the role might be in reducing cyber crime? I'll leave those for topics of future posts.
Thin client computing and converged voice
Companies, real companies that focus on business success, buy
solutions, not point products. One of the most significant solutions I
have seen in years is coming from a partnership between two great IT
firms, Sun Microsystems and Mitel. The video below has Sun founder and
Chairman Scott McNealy and Mitel Chairman Terry Matthews place this
solution in context. The solution described saves in costs but more
importantly delivers incredible computing power to the user, where ever
the user is, and it does that with far more security.
Scott hits on how important this technology can improve the security situation for government users and I think he gets it exactly right. Thin client changes the security net assessment, as I’ve blogged about before (see: Computer Security: a change to the net assessment ).
As you watch the demo in the video, a couple things will jump right out
at you, like how seamless an integrated desktop to mobile back to
desktop voice and data and computing power solution can be. Another
important point for government users is that the pioneering work that
was done in helping articulate requirements for devices like the Sun
Ray has resulted in a much better product that corporate america is now
running with. That should keep the innovation going in the Sun Ray
product line, which will result in more capabilities in the future.
So, please check this out:
More later.
Clayton Christensen, Disruptive Innovations and Enterprise IT
Today I got to meet one of the most influential
thinkers/speakers/writers in the globe today– Clayton Christensen. He
spoke to a small group of technologists (CIOs and CTOs) at the Cisco IT
executive forum, and held us all spell-bound by his fascinating (but
sometimes dismal) projections based on his understanding of some major market forces.
Although I recognize most of the thoughts he presented from his
books and articles, it was good having his personal context. It may
help some of those concepts to sink it a bit more, and will help me as
I try to maintain an eye on the horizon for the next technology
disruptions.
One thing I realized right away is that I have been using the terms
he coined a little bit differently than he does. I hope that is just a
matter of perspective and not a misuse of the concepts he articulates
so well.