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- Apple Confidential
- Competitive Analysis
-
-
- SEYBOLD EXPO: FAST TIMES FOR NEXT, SLOW TIMES FOR OS/2
-
-
- By: Michael Mace, MACE1
-
- _______
- SUMMARY
-
- The annual Seybold Computer Publishing Exposition was held September 21 to 23
- at Moscone Center in San Francisco. This was the first Seybold expo for a
- number of products: The NeXT Computer System, OS/2 Version 1.2, a new page
- layout program from Silicon Beach, and of course the Macintosh Portable and
- IIci.
-
- Probably the most important information we collected from the show was
- confirmation that OS/2 is still about a year away from being an effective
- product. We think it won't be taken seriously by most users until more
- applications appear, and the 80386-specific version of the product is delivered
- in 2H 1990.
-
- This document gives our analysis of the products and trends at the exposition.
- (We do not discuss the seminars, which were well-covered in the trade press.)
- As usual, there was so much going on that we probably missed some things...
-
- ______________
- NEXT PROMINENT
-
- NeXT had a small booth and large hands-on demo area at the show. Both were
- crowded. In its booth, the company showed eight products, including
- FrameMaker, the page layout program from Frame Technology, Top Draw, a drawing
- and layout package from Media Logic, and Artisan, an image editing program also
- from Media Logic. The NeXT computer was clearly an attention-getter, but it
- was not clear how many of the people crowding around it were buyers as opposed
- to lookers.
-
- NeXT also had a big presence in the booth of Frame Technology, and a smaller
- presence in a couple of other booths. The company was also featured in a
- supplement to MacWeek magazine, which was distributed at the show. The
- supplement included a deceptive price chart that compared the suggested retail
- price of the NeXT machine to the suggested retail price of a Macintosh II. The
- deceptive part was that the SRP of a NeXT mahine is not discounted by the
- dealer, whereas Macintosh street prices are generally 20% to 30% below list.
-
- ____________________________
- PAGEMAKER WINS THE OS/2 RACE
-
- Aldus became the first major software developer to ship an OS/2 productivity
- application, announcing that PageMaker for OS/2 is now available. The program
- costs $795, the same as the WIndows version, and as expected requires a PC
- equipped with four to five megabytes of RAM. Aldus's flyers declared, "It's
- fast, it's powerful, it's shipping."
-
- An Aldus representative at the booth said the OS/2 version is about 25% to 30%
- faster than the Windows version. This was expected as well. However, he also
- dropped a few tidbits about problems with the OS/2 environment. We'll discuss
- them in the section below, on OS/2.
-
- _____________________________________
- OS/2: MORE PARTS, BUT NO WHOLE...YET
-
- We counted five OS/2 productivity applications at the show, only two of which
- (Pagemaker and DeScribe) are currently shipping. We also saw OS/2 Version 1.2,
- in what may have been its first public showing. There are a lot of
- improvements, but the environment still has a long way to go--the interface is
- still awkward, and the few applications are little different from their Windows
- counterparts. There is almost no reason to buy OS/2 today, and we think that
- won't change for at least another 12 months.
-
- The new OS/2: Not very impressive.
-
- The new edition of OS/2, version 1.2, was on display in the Microsoft and IBM
- booths. Its most visible alteration is some improvements to the interface.
- Files are now represented by Macintosh-sized icons, although they still cannot
- be dragged to new positions within a window, and there is no trash can
- equivalent. The default color scheme for Presentation Manager has also been
- changed (again), with more pastels and countershading around some interface
- elements.
-
- Version 2.0 the key.
-
- Microsoft staffers in the booth didn't seem to be particularly excited about
- the new version, although the company did pass out a flyer touting OS/2 as "The
- Best Foundation for Publishing." One Microsoft official said privately that
- Version 1.2 is just a maintenance release, and that real improvements won't
- come until the 80386-specific version ships in mid-1990.
-
- Applications: Few and long coming.
-
- We counted about five productivity applications for OS/2--roughly as many as
- were being shown for NeXT. And NeXT attracted larger crowds. Here are the
- contenders, with comments about each:
-
- Application When Shipping
-
- Micrografx Designer "By the end of the year"
- Comments. Designer is one of the two leading drawing applications for Windows.
- Micrografx pushed the Windows version exclusively in its booth, and showed the
- OS/2 prototype at a station in IBM's booth.
-
- Corel Draw End of 1989?
- Comments. Corel Draw is the other leading Windows drawing package. The
- Windows version attracted big crowds to Corel's booth, and appears to have more
- momentum than Designer.
-
- Arts & Letters End of year?
- Comments. A clip art manipulation and drawing package, Arts & Letters has had
- moderate success in the Windows world.
-
- DeScribe "Available now"
- Comments. This is an OS/2 word processor, and was the only OS/2 product at the
- show without a Windows counterpart. It attracted moderate attention.
-
- PageMaker Available now
- Comments. The OS/2 version of Pagemaker was tucked away in an obscure corner
- of the Aldus booth, which was about 75% Macintosh. But Aldus was clearly proud
- that it shipped its OS/2 product before most of the competition, especially
- Ventura Publisher.
-
- Problems with OS/2.
-
- An Aldus employee at the show had some interesting comments on the environment.
- One was that OS/2 is not yet completely stable, so Aldus expects to issue an
- upgrade for PageMaker after OS/2 1.2 ships. This sort of instability will not
- encourage developers and customers to move to OS/2 aggressively.
-
- But the most surprising news was that there are still serious problems with
- memory management. If OS/2's multitasking environment does not have enough RAM
- to load all the software requested, it uses virtual memory by swapping code to
- and from the hard disk. But this only works up to a point. If there is too
- much swapping, the operating system runs of memory and returns what Aldus
- called a "System 36 error"--there's something wrong, the operating system
- doesn't know what, and there's no way to fix it. It sounds similar to
- Macintosh's "The Application 'XXX' has quit unexpectedly" message.
-
- The user can prevent the problem by opening the CONFIG.SYS file and typing in a
- line specifying a larger swap buffer. PageMaker can't do it automatically
- because of the first problem--the operating system is still changing so much
- that making automatic changes to the configuration files is riskly. Besides,
- the Aldus rep said, anyone using OS/2 today is assumed to be so technically
- adept that editing CONFIG.SYS is not a big challenge.
-
- Overall: Come Back in a Year.
-
- If you add up all the uncertainties about OS/2--unfinished applications,
- awkward interface, unstable software, big hardware cost, and major revision
- coming in mid-1990--it becomes clear that OS/2 simply is not yet a finished
- computing environment. We think the parts won't really start to come together
- for another 12 months. Until then, Windows and Macintosh (and possibly NeXT)
- will be the main players in desktop publishing.
-
- The next big test for OS/2 will be Comdex, in November. There should be more
- OS/2 software at that show, and we expect IBM to mount a major promotional
- effort for it.
-
- ___________________
- WHAT ABOUT WINDOWS?
-
- One of the factors affecting the success of OS/2 will be that of Windows. It
- is now clearly perceived as the number two environment for desktop publishing
- (after Macintosh). Several Windows developers at Seybold attracted respectable
- crowds, and the quality of their products has improved sigificantly. However,
- the numbers of Windows programs for desktop publishing has not grown much since
- last year (probably because they are difficult to develop, and a year ago most
- developers expected a quicker transition to OS/2).
-
- We think Windows has now attracted enough users that it will linger for a while
- instead of being pushed aside quickly by OS/2. However, Windows also has some
- important drawbacks. It shares the memory management problems of DOS, although
- Microsoft will reportedly fix that in the next Windows release. Developers
- also say that OS/2 is a more attractive development environment than
- Windows--it runs faster, and its programming tools are better-written.
-
- What will happen?
-
- There transition from DOS to Windows to OS/2 is turning out to be longer and
- more awkward than anyone imagined when OS/2 was announced two and a half years
- ago. We think OS/2's first niche will be large corporations and others who
- need robust memory management and upstream communications. Windows will appeal
- to PC users who can't afford OS/2, and to small businesses in specialized
- fields like desktop publishing.
-
- ________________________
- MACINTOSH: STILL STRONG
-
- Apple's booth attracted good crowds, both for the third-party products on
- display in parts of the booth, and for the new Macintosh IIci and Portable.
- Not surprisingly, the Portable drew some of the biggest crowds.
-
- Macintosh products continue to dominate Seybold. Although Windows is growing,
- and NeXT drew big crowds, Macintosh is still clearly the preferred platform for
- desktop publishing.
-
- Probably the most interesting new Macintosh product at the show was Personal
- Press, a "low-end" page layout product from Silicon Beach. Personal Press
- looked powerful and easy to use, with a very thoroughly thought-out interface.
- It is scheduled to ship in 1Q 1990, and its price will be $299.
-
- Other new Macintosh products included PhotoPress, an image-editing program; and
- InterMac, a format-conversion tool designed to translate documents from a
- variety of formats and media, including magnetic tape and 5.25-inch and 8-inch
- disks.
-
- Macintosh tidbits...
-
- --Colby showed the Mini Walkmac, a six-pound Macintosh portable with a 68030
- processor, eight megabytes of RAM, and a 100 MB hard disk. The product will
- cost $10,000, and will be available in January. Colby said its batteries last
- about two hours, but we suspect that the real duration will be even less.
-
- --Mainstay finally shipped MarkUp, its workgroup text-editing software for
- Macintosh.
-
- --Daystar Digital announced Fast Cache IIci, a cache memory card for the IIci.
-
- --Broderbund's TypeStyler, a type-manipulation program for Macintosh, is still
- not available. Company officials promised that it will ship next month.
-
- --Letraset showed its line of Macintosh desktop publishing products, which have
- all been grouped as the "Studio" line. The most interesting to us were
- DesignStudio, a high-end page layout product; and FontStudio, a type-creation
- program. Letraset is building one of the largest product lines of any
- Macintosh desktop publishing vendor.
-
- _____________
- MISCELLANEOUS
-
- Other interesting tidibts at the show included...
-
- --Silicon Graphics, a leading manufacturer of workstations for 3D graphics, had
- a small booth (its first at a Seybold expo). The company tried to position its
- products as a good alternative to Macintosh for color image manipulation. One
- SGI representative said his company's workstations are close in price to the
- configured cost of a color Macintosh--something we find a little hard to
- believe, since configured SGI machines start at around $20,000.
-
- --Apollo/HP showed its new Model 2500 workstation, based on a 20 megahertz
- 68030 processor. On the outside, the machine is about the same size as a
- Macintosh II. On the inside, it looks poorly-designed, with jump wires on the
- motherboard and a huge amount of unused air space (required for cooling,
- according to one source). Compared to the latest Sun workstations it appears
- to be a fairly awkward product.
-
- --Kyocera showed its Q8010 laser printer, with some of the most aggressive
- speed claims we've ever seen. The company claimed benchmark performance more
- than three times that of the LaserWriter IINTX. The company also announced a
- Macintosh print driver to support its non-PostScript laser printers. Kyocera
- is a persistent and very competitive company, and has apparently decided that
- it wants a piece of the Macintosh printer market.
-
- --Adobe showed several new products, including a Windows version of Streamline,
- its automatic tracing product; Type Manager, an outline font product for
- Macintosh; and a PostScript controller cartridge for the Hewlett-Packard
- LaserJet IID. The biggest emphasis was on Type Manager.
-
- --To our surprise, Sun did not show its Open Look graphical interface in its
- booth. Open Look took up about a third of Sun's booth at the last Expo, so
- this was a major change. Sun seems to be backing away from Open Look a bit,
- perhaps in recognition of its low acceptance in the marketplace. On the other
- hand, Sun may have just decided not to show vaporware this year.
-
- --Also missing from the show floor was Motif, the Unix graphical interface
- being developed by DEC, HP, and others. This was a bit of a surprise, since
- Motif's developers claim that it is now available to OEMs. In reality, we
- think they have shipped mostly a specification. Motif itself probably won't
- appear until sometime next year.
-
-
- __________________
- We welcome your input. Please feel free to link us with comments, questions,
- and suggestions.
-
-
-