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"a fish, a barrel, and a smoking gun" |
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Upstart
Ah, those were the days. Every morning we'd creak into work, fire up the ol' PC, point its virtual rabbit ears at the Web, and there it would be - the Netscape homepage. Trumpeting company initiatives like a police state dutifully applauding the local autocrat, its content was anything but gripping or, for most of us, relevant. Yet still we came - we came by the millions, many of us hourly. But these pilgrimages were not acts of intent. They were rather artifacts representing either our cluelessness or laziness - i.e., either our inability or unwillingness to go through the 30-second process of resetting our browsers' default pages to something more interesting. In this, the Netscape homepage became the online equivalent of the blinking 12:00 on our VCRs. Netscape PR pulled out the stops to make it seem more like the hottest show on television, reeling off periodic McDonaldland boasts about the site's astonishing popularity. Netscape traffic exceeds 80
million hits million conveniently measured in hits rather than pageviews. Soon Netscape's homepage was bloating up even faster than its storied
co-founder liberally with GIFs and other hit-generating elements - leading the more cynical among us to whisper that this was part of a cunning campaign to heighten that daily hit count. Who can really blame anyone for pumping or hyping up their traffic? As the saying goes, hits count. And once you get that traffic firehose in your hands, there's almost no limit to what deep-pocketed neighbors will pay to have a sliver of its stream directed toward their parched lawns. Consider the vast sums that booksellers, stock-quoters, album-peddlers and others have shelled out to get featured on popular search
engines US$20 million that Cybermeals paid for premium positioning on AOL. Consider the high fivin' that today's traffic kingpin, Yahoo, has racked up. And perhaps most significantly, think of the dozens of yearly millions that Netscape rakes in from auctioning off premier positions on its Search page.
It is in this context - the context of the high-rent entry-point landlord - that Microsoft's anticipated Start page should be considered. Industry rumor has it that this will launch later this year, and that it will feature an integrated collection of Internet media and services. We can safely guess at what creative offerings these will include news headlines, personalized stock quotes, local sports scores and weather; - plus prominent links into Microsoft's Hotmail, Microsoft's CarPoint, Expedia, Investor, and other such sites. Informed gossip has it that Start's initial incarnation will be about as wooden as most Redmond-brewed media, and no more impressive than any of Microsoft's 1.0 releases. But you can bet that it will be immensely more compelling than that old Netscape front page. And even in a worst-case scenario, it will probably edge out Netcenter - Netscape's belated and poorly executed attempt to redress years of homepage neglect. Pumping up Start will be the twin forces that were so helpful to Netscape's early traffic tallies - cluelessness and laziness, both still popular favorites. If anything, cluelessness is just leaving the foothills for its big march on the summit. Think back: Early on, the Web was dominated by the technically savvy - folks whose idea of a big Saturday night was doing kernel hacks on their cell phones. People like that can reset a browser about as easily as they can flash a Vulcan peace
sign netscape.com's truest friend was laziness. But today, anyone with even the faintest technical itch is an Internet old-timer. By the year 2003 - when those here now are outnumbered by those yet to come by a ratio of 4 to 1 - this will be even more true. Great-grandmas, your high school guidance counselor, people who struggle to set their digital alarm clocks - they'll soon outnumber the Unix hackers among us by ratios of thousands to one. Ask them to reset their default pages, and they'll be as helpless as calves on a Hormel disassembly line. No amount of help files, online documentation, or talking paperclips will change this.
Judging from today's trends, we can guess that the browser world of 2003 will closely mirror today's OS market, with Microsoft holding more than 90 percent of the market share and an eclectic clutter of also-rans carving up the crumbs. Of course, Netscape hasn't signed off on this future. But the simple, brutal fact is that Internet Explorer is a better
product as Microsoft continues to firehose resources into IE's engineering team, and as Netscape continues to hemorrhage market value, it seems unlikely that the humbled hotshots of Mountain View will be able to keep up with, let alone overtake their rival. Even if legal actions fully annul Microsoft's vast distributive advantages - and we can't safely assume that Justice will succeed in tossing much more than the odd speed bump in front of the IE bulldozer - product and muscle advantages will inexorably lead IE to domination. Now think of Microsoft's Start page, version 5.0 - that Siamese companion of Windows '03. As noted, the diminishing technical masses will no more think about tweaking their settings to launch to My Yahoo, say, than they will consider hefting a wrench to reconfigure the channel settings on their televisions. As for the oft-lazy elite, most of us did nothing to avoid netscape.com's tedium. So why will we act any differently in the face of Start - particularly if it's hopped up with lush broadband content delivered via PBS' vertical
blanking interval clever channel? Indeed, unlike yesterday's Netscape, tomorrow's Microsoft will work hard to give us no reason to change our default settings, so in all likelihood even the unlazy and unclueless will rarely bother.
Start's role as the Net's de facto gatekeeper will loom large as Web access steadily becomes integral to every TV set, telephone, car dashboard, and white collar cubicle; - and as the Internet becomes a channel for CD quality audio, full-frame video, business-quality telephony, and other broadband delights, not to mention to enough commerce to make today's catalog industry seem puny. Because, for those of us who start at Start, convenience and inertia will tend to steer us toward Expedia, Carpoint, Microsoft Investor, and whatever lucky (and, no doubt, high-paying) third parties Microsoft anoints when we need basic Internet information and services. Of course, we'll all be free to leave Start to soak up the news at The New York Times, to do our trading at Schwab, and to carry out our Internet searches on Yahoo. But convenience and inertia are powerful forces - just think of how often you searched the car radio dial manually rather than punching into your preset stations back before you had that fancy automatic "seek" button. Microsoft has done rather well by its dominance of the operating system, raising a fair amount of industry ire in the process. That the government has been a relative latecomer to the anti-Microsoft camp is not surprising. After all, the subsumption of the screensaver, say, into the OS isn't the sort of thing that gets all that many angry constituents on the phone. Also - the government's posture toward monopolies in industry has historically been ambivalent. Not so in media. Although they are being relaxed, cross-ownership regulations in media markets remain among the country's most stringent industrial policies. Public opinion is also much more readily mobilized by apparent threats to the freeness and openness of the media - let's call this "the First Amendment" for short - than by the prospects of oligopolistic price fixing in some markets. In jockeying to control the launch page of almost every early 21st-century Web user, Microsoft may be setting itself up to win an even bigger prize than it grabbed by controlling the OS of almost every late-20th-century computer. But before it cashes in on this, it could well face down opponents like the ACLU, the post-Lewinsky American media, and perhaps even an American people that for now seems to see the company in largely a benign light. Netscape - which gave Microsoft the fright and, briefly, the fight of its life - could come to look like a pushover by comparison. But look at the big guns Microsoft will have on its side. Over here, laziness and cluelessness; over there, convenience and inertia. We don't stand a chance.
courtesy of Wun O'Wunne |
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