White Papers
The
Thunderbolt Proposal
How IBM Can Capture A New
Strategic Control Point
In e-Business Network Computing
July
7, 1998
I wrote this paper in mid-1998 in an attempt to convince IBM top
management that there was still an enormous opportunity for
IBM to penetrate the then booming ISP market with a unique
hardware/software/service proposition. Concurrently, this
technology would provide IBM's best large corporate customers a competitive
differentiator in terms of faster response time on their web
sites. This
paper was widely distributed
and discussed,
but IBM management never acted upon it. Unfortunate for IBM, the new market
presented in the paper became dominated by a newcomer, Akamai, despite the fact
that IBM had pioneered much of the distributed caching technology
for the 1996 Olympics web site. The Thunderbolt proposal would have
layered IP-based satellite broadcasting of content atop IBM's
distributed caching architecture, providing IBM
with formidable competitive barriers to entry, a unique foothold in the
racks of the ISP (and now ASP and MSP) community, and an opportunity
to sell box cars full of disk drives! IBM
did nothing and have most likely permanently forfeited this
important market to
Sun, Cisco and Akamai. JBL
LeadDog/Thunderbolt.PDF |