home *** CD-ROM | disk | FTP | other *** search
Text File | 1990-06-24 | 8.3 KB | 176 lines | [TEXT/GEOL] |
- Apple Confidential / Need to Know
- May 22, 1990
-
-
- At Long Last, Windows 3.0
-
-
- Microsoft finally announced Windows 3.0, the latest version of its graphical
- overlay for DOS, on May 22. There were few surprises in the announcement,
- which had been rumored for more than six months.
-
- This link discusses what happened. For information on the features of Windows
- 3, and Apple's advantages relative to it, check in the Competition/Customers
- bulletin board. The document to look for is: Competition/Customers:Software:
- Macintosh vs. Windows 3.
-
-
- _______
- SUMMARY: Old DOS, new tricks
-
- Windows 3 was rolled out simultaneously in eight cities linked by satellite to
- the main ceremony in New York. Microsoft said 6,000 people attended (which
- means that the official installed base of Windows 3 is now 6,000, since
- Microsoft gave free copies to every attendee).
-
- Ironically, the features of Windows that attracted the most attention from the
- crowd were not new to version 3.0: dynamic data exchange, and the ability to
- connect to a file server over a network.
-
- What Microsoft said:
- Bill Gates delivered a rather uninspiring intro speech. He opened his talk
- by saying that Microsoft has always been interested in making computers easy to
- use. He subtly positioned Microsoft as the leader in graphic interfaces by
- citing their initial introduction of Windows in 1983 ("based on research at
- Xerox"). Gates made only passing reference to Macintosh as the system that
- "popularized graphic interfaces" later on.
-
- The Windows demonstration focused on the rudimentary benefits of a graphic
- interface and the flexibility that copying and pasting provides. His sell was
- aimed at convincing people that they want a graphic interface rather than
- claiming superiority over the Mac or any other system.
-
- His demos highlighted a number of Windows capabilities including:
- • The ability to run on a one megabyte 286 platform
- • The ability to copy/paste from non-Windows apps like a terminal emulator or a
- DOS application like 1-2-3. (Interestingly, while Windows and Macintosh have
- been doing both of these for years, these two demos seemed to surprise the
- audience.)
- • The ability to find and access a network server as if it were a local hard
- disk (this was similar to mounting an AppleShare server).
- • Toolbook as an easy to use development environment.
-
- Gates made the following positioning remarks:
- • Windows is an "open system" that provides a platform for innovation.
- • Windows and OS/2 are part of a family. Windows is the step up from DOS and
- OS/2 is the growth path from Windows (He was ambiguous about how smooth the
- Windows to OS/2 transition would be).
- • Windows demonstrates Microsoft commitment to the world market. He claimed
- simulataneous availability of French and German versions with others to follow
- shortly.
-
- Gates also claimed Microsoft will spend a record amount to promote Windows in
- the coming months. He said $10 million will be spent on promotion that will
- include advertising, road shows and demo disks.
-
-
- ___________
- THE PRODUCT: 286 and up (mostly up!)
-
- Price is $149, and there are supposedly 120,000 copies in the distribution
- channel already (in English, French, and German versions, with more languages
- promised later). People who claim to be current Windows owners can call an 800
- number and order Windows 3 for $50. A site-license version will be available
- for $125 per user.
-
- The recommended minimum hardware for Windows 3 is a 286-based PC with 640K of
- RAM and a hard disk. This means Microsoft has finally officially abandoned the
- installed base of 8086 and 8088 machines (not to mention the bottom end of
- IBM's product line).
-
- Microsoft claims that 30 million of the 50 million DOS users can "quickly and
- easily" add Windows, but the real numbers tell a different story.
-
- Dataquest and InfoCorp estimate the total PC installed base at about 45
- million. Of those machines, more than 50% are based on the 8086 and 8088
- processors, and cannot run Windows 3. That reduces the potential base of
- Windows users to about 20 million.
-
- But International Data Corporation estimates that only 9.2 million of those PCs
- have 640 K of RAM and an EGA monitor -- the bare minimum needed to run Windows
- 3. For acceptable performance (see below), IDC says 2M of RAM and a VGA
- monitor will be required, which cuts the potential base of Windows users to
- between 2.3 million and 3.68 million. In other words, THE TOTAL MACINTOSH
- INSTALLED BASE MAY BE LARGER THAN THE INSTALLED BASE OF WINDOWS-READY MACHINES.
-
- During the announcement, Microsoft ran most of its demos on a 386 machine with
- 4M of RAM.
-
-
- ___________
- PERFORMANCE: Undetermined
-
- Microsoft claimed "dramatic performance increases" in the new version, but
- benchmarks run by InfoWorld on May 21 showed Windows 3 actually slower than the
- previous version when running Excel and Micrografx Designer -- even on a 386
- machine. When asked about that during the Windows announcement, Microsoft VP
- of System Software Steve Ballmer said performance can vary depending on
- configuration and the task at hand.
-
-
- ________
- BUNDLING: Progress, but no breakthrough
-
- Microsoft added several important PC companies to the list of hardware
- manufacturers reselling or bundling Windows, but the big fish like IBM and
- Compaq eluded the hook. Notable new names on the list of supporters were:
- AST, AT&T, Atari, Commodore (presumably for its PC-compatibles, not the Amiga),
- Epson, Fujitsu, NCR, Olivetti, Tandon, Tandy, Toshiba, Unisys, and Wang. Tandy
- was probably the biggest surprise, because it already has its own DeskMate
- interface, but it plans only to sell Windows as an add-on. Other companies
- that had previously bundled Windows, and will continue to do so, include:
- Acer, NEC, Northgate, and Zenith.
-
- Microsoft said Austin Computer Systems, CompuAdd, and Zenith will pre-install
- Windows on the system's hard disk. This implies that the other vendors won't.
-
-
- __________
- DEVELOPERS: Respectability but few new deliverables
-
- Nine major software developers promised future support for Windows:
- Ashton-Tate, Borland, Informix, Lotus, Oracle, Software Publishing, Symantec,
- WordPerfect, and Xerox. Most of these companies also announced enthusiastic
- support for OS/2 several years ago, and have yet to deliver products for it.
- Most Macintosh-only software vendors did NOT announce support for Windows
- (although we know many of them are exploring the idea).
-
- Macintosh software developers MacroMind and Farralon, which had previously
- announced plans to support Windows 3, did not participate in the announcement.
- We presume their products are still on the way, but their low-key presence was
- a surprise.
-
- Between 40 and 50 software developers exhibited in a product fair accompanying
- the announcement. The fair was popular and probably left most of the attendees
- feeling that Windows now has a good base of productivity applications.
- However, most of the developers were either small second-tier companies or
- previous Windows developers like Aldus and Micrografx.
-
- Lotus said a new version of Notes is shipping now, and 1-2-3 for Windows will
- ship later this year (we'll believe it when we see it). Xerox said Ventura for
- Windows will ship in July. Informix said Wingz for Windows will ship in June.
-
- Microsoft's official list of programs being prepared for Windows 3 showed about
- 260 applications, most of which we've never heard of. Considering that
- Microsoft had previously claimed 700 applications for the old version of
- Windows, this would mean that only 37% of Windows applications are being
- upgraded to Windows 3. (In reality, the upgrade percentage is probably close
- to 100%, and the claim of 700 applications was high.)
-
- The most interesting new application developed for Windows 3 is ToolBook, a
- HyperCard-like development environment from Asymetrix. It costs $395 and
- requires 1.5M of RAM. When demonstrated during the Windows announcement,
- ToolBook looked slick but didn't appear to perform very well. A ToolBook
- personal information application called DayBook will be bundled with Windows 3.
-
- Asymetrix called ToolBook a "superset of HyperCard," which can do everything
- HyperCard does, plus hot text, color support, and compiled programs.
-
-
- ------------------
- Contributors to this document included Ken Lim, Dave Garr, Charlie Oppenheimer,
- Michael Mace, and Jim Davis.
-
- We welcome your comments and questions. Just link us at COMPETITION.
-
-