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01.19.09

Gartner Group Corrupted by Microsoft (Analysts Cartel Part III)

Posted in Deception, Finance, FUD, IBM, Microsoft, SUN, Windows at 11:11 am by Dr. Roy Schestowitz

Clever marketing in suits, attacks on rivals

THIS POST is part of an ongoing series that includes:

This set of posts includes evidence that Microsoft uses IDC and Gartner against the competition by further corrupting their already-low integrity [1, 2, 3, 4, 5, 6, 7].

Today’s antitrust exhibit, Exhibit PX02817 from 1998 [PDF], shows Microsoft stating that “[it] successfully lobbied and changed the Gartner Group TCO model to show Windows as providing the lowest overall TCO”. Note the financial details on the last page. The Gartner Group was paid almost half a million dollars this time around.

Based on this exhibit, we also show predatory FUD tactics and manipulation of journalists, whom Microsoft wants to poison against the Network computer (NC) competition, in order to generate negative coverage of this competition.

Here is how the whole 9-page document starts:

Some of the highlights include:
- We have been closely monitoring, attacking, and winning NC threatened accounts
- Successfully lobbied and changed the Gartner Group TCO model to show Windows as providing the lowest overall TCO

People at high levels have already complained about Gartner’s TCO figures, which they claimed were fixing the prices. Now we know that the TCO methodology came from Microsoft.

Microsoft had issues to address, e.g.

Even with this work, organizations are still in a state of confusion on the desktop. They have the issue of running multiple versions of Windows (Win95 Gold, SP1, and OSR1, 2, or 2.5, and NTW4, SP1, 2, or 3)

Like everything that we find in EDGI [1, 2, 3], they track risk and then attack, using ‘studies’:

4. Halt the NC from making any noise in FY98. Though the NC has failed to live up to its early threat of mass PC replacement, we are actively tracking threatened accounts and monitoring and attacking the NC constituents (IBM, Sun, Oracle) with high level TCO and Windows messages.

What we find below are FUD tactics against the competition, reciting the statement that “The NC is Dead.” This goes under “CORE MARKETING OBJECTIVES.”

4. NC Attack Plan – “The NC is Dead”

They needed case studies:

- PR References and Case Studies : In order to show momentum for NTW, we are driving the case study team and ECU in finding customers to act as PR references and to develop case studies. We aggressively targeting customers who fall into the following segments:
- UNIX to NTW switchers: This includes accounts like John Deere, Caterpillar, Morgan Stanley

Here is another way to pay/reward Gartner:

Utilizing our knowledge from.Win95 and NTW4 deployments we have contracted with Gartner Group and MCS to develop a “Best Practices” Guide to managing your desktop environment, and preparing for deployment of Win32 desktops.

So there is more Microsoft money on Gartner’s table.

Here are some subsidies to teachers, just like the ones found in EDGI:

We will also utilize the ATEC “train the trainer” model and subsidize NTW5 classes.

FUD tactics against NC:

4) NC Attack Plan-”The NC is Dead”

Though we have made great strides to ensure the NC does not gain footholds in any of our accounts, we can expect another big push from IBM and Sun in the 2nd half. IBM is already pushing theft NetStafions hard into accounts, and Sun is planning on releasing their Java Stations in the first half of CY98. Our focus will be to continue to expose the issues with the NC idea, while communicating the benefits of Windows and our thin client strategy with Hydra and the Windows-based Terminal.

More here:

    - Expose the NC as Dead to the press and analyst: We will spend a considerable amount of our time focused on educating the press about the pitfalls of the NC in order to generate “the NC is Dead” press articles. This will cumulate in a press and analyst tour in March, coinciding with Interact World in LA. Prior to the tour, we will be delivering monthly Windows TCO wins to the press, as well as NC trial/rejecter case studies. We’ll leverage our Net.PC and WBT OEM and Partner successes, and utilize the web, onLine news banners, and other online delivery channels to get this information to our customers.

Sounds eerily similar to Microsoft's "technical evangelism". To quote some bits from it:

“Ideally, use of the competing technology becomes associated with mental deficiency, as in, “he believes in Santa Claus, the Easter Bunny, and OS/2.” Just keep rubbing it in, via the press, analysts, newsgroups, whatever. Make the complete failure of the competition’s technology part of the mythology of the computer industry. We want to place selection pressure on those companies and individuals that show a genetic weakness for competitors’ technologies, to make the industry increasingly resistant to such unhealthy strains, over time.”

Microsoft, internal document [PDF]

“Mopping Up can be a lot of fun. In the Mopping Up phase, Evangelism’s goal is to put the final nail into the competing technology’s coffin, and bury it in the burning depths of the earth. Ideally, use of the competing technology becomes associated with mental deficiency, as in, “he believes in Santa Claus, the Easter Bunny, and OS/2.” Just keep rubbing it in, via the press, analysts, newsgroups, whatever. Make the complete failure of the competition’s technology part of the mythology of the computer industry.”

James Plamondon, Microsoft

Later there is an assignment of roles which includes:

Noury Bernard-Hasan: NC Attack Lead & Evaluation and Deployment efforts
- Define and execute our NC Attack Strategy

Here are the bits about TCO and “Driv[ing] our analyst relationship”.

Bernard Wong: Demos and Demo Lab
- Define and create our Windows 98, NTW5 and TCO demonstrations
- Manage the demo lab and inventory

Clark Heindl: Technical Tools and Migration, Analyst Relations, Corporate Migration Issues
- Define and develop our technical migration tools for Windows 98 and NTW4 and 5
- Drive our analyst relationship and define and develop studies associated with Windows and TCO
- Manage our Year 2000 compliance

More NC attack groups:

Brain BJ Riseland: NC Attack, Technical Presentations, SE/MCS Swap
- Track and respond to all NC threatened accounts worldwide
- Create and deliver tools (competitive, proactive) to fight the NC
- Develop and deliver Windows technical presentations

For information on “attack groups”, see the Corel and Netscape equivalents.

It also appears in this table:

FEBRUARY 98

CATEGORY DELIVERABLES
NTW4 Sustain Identify NTW4 PR references
Announce PSS support expanded to 90-days
Win98 Launch Win98 Preview Program
Windows 98 Beta Resource Kit
NTW5 Prep Finalize NTW5 pricing waterfall
Begin Platform 99 integration
NC Attack ZAW SWategy Video and CD
Gartner Group TCO Market Bulletin
IBM NetStation Competitive Response
MBNA ZAK Case Study
Events none

What on Earth is “The NC is Dead Press/Analyst Tour”?

NC Attack The NC is Dead Press/Analyst Tour
NTW ZAK TCO ad drops
European NC Tour

This repeats itself in April, May, and June (under “NC Attack”).

It’s just like with VMware and PS3 [1, 2]. Microsoft attends competitors’ events to crash their parties like a bully or a spolied brat.

The last page is very interesting because numbers are contained in it.

These numbers show that Microsoft paid almost half a million dollars to Gartner. It also paid $50,000 to Forrester, which we already know is occasionally attacking GNU/Linux and Free software (Microsoft pays it precisely for that purpose). Microsoft paid similar sums of money (50k) to Meta Consulting.


Appendix: Comes vs. Microsoft – exhibit px02817, as text


interoffice memo

Date:
To: Brad Chase, Jim Allchin
Cc: Adam Taylor, Yusaf Mehdi, Windows Marketing, IE. Marketing
From: Keith White, Windows Org Mktg. Team
RE: Windows Organizational Marketing 2H FY98 Plan

Executive Summary
The Windows Org marketing team has spent the past 6 months fighting the TCO battle, addressing the threat of the NC, executing a number of Windows sustain marketing programs, as well as begun the preparation for the launch of Windows 98 and Beta 2 of NTWS.

Some of the highlights include:
- We have been closely monitoring, attacking, and winning NC threatened accounts
- Successfully lobbied and changed the Gartner Group TCO model to show Windows as providing the lowest overall TCO
- Developed and shipped the Windows 95 Zero Administration Kit
- Wrote and shipped the beta version of the Windows 98 Resource Kit
- Successfully trained our field sales force and channel on the benefits of Windows” 98 in corporations
- Executed on a number of high level keynotes and tradeshows, including a massive PDC and Comdex
- Executed an informative Banner’s & Bridges exercise to find and address key issues with NTW becoming default OS in organizations
- Developed and began implementing the corporate plans for Windows 98 and NTW5
* Developed corporate focused demonstrations of Win98 and NTW5
¯ Presented over 80% of the desktop focused EBCs, GERs, and MESs

Even with this work, organizations are still in a state of confusion on the desktop. They have the issue of running multiple versions of Windows (Win95 Gold, SP1, and OSR1, 2, or 2.5, and NTW4, SP1, 2, or 3) in their environment. There is still a significant amount of Win16 (~35% of the installed base), the Year 2000 issue is taking away focus and diverting resources away from evaluating new OSs, and Windows is still expensive to deploy and support. Corporations see NTW5 as the silver bullet, and many are planning on bypassing Windows 98 in order to deploy NTW5, however many of the TCO benefits are tied to NT Server 5.0, which could expand the evaluation cycle as well.

Given the above situation, our 4 main objectives for 2H FY98 will be to:

1. Increase Win32 penetration in corporates to 65% in FY98 by focusing on NTW4 sustain activities. With the huge mind-share NT3 is demanding, it is critical we continue to sell today’s products in order to incease Win32 penetration. Along with Billsha’s OEM team, we are Implementing a number of NTW 4.0 sustain activities including an “NTW Means Business” campaign to drive customers to purchase NTW pre-installed on new systems. We are also demonstrating customer momentum and standardization with case studies at high profile events such as the MS/Intel Workstation Leadership Forum, and working with the OEM team to promote the advances NTW has made in driver, mobile, and application support.

2. Deliver a worldwide launch of Win98 to €orporates in FY98, by delivering a core set of evaluation and migration tools. Though NTW is the recommended product for organizations, we are positioning Windows 98 to corporates as “A smart upgrade if you can’t move to NTW’. We are executing on a corporate and partner-driven Rapid Deployment Program in order to understand deployment issues and generate PR references. We are also developing tools such as a Deployment

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Guide and a Zero Administration Kit for Windows 98, as well as working with analysts to demonstrate
the support and deployment cost savings realized with Win98.

3. Prepare our field, channel, and customers for a worldwide launch of NTW5 in FY99. As Billg has stated that Microsoft is “betting the company on Windows NT5″, we are focusing the majority of our efforts on ensuring we generate early wide scale evaluation of Windows NT 5.0 via the Windows bit 5.0 Corporate Preview Program. We’ll gain knowledge 0f deployment issues and process from the Rapid Deployment Program, build tools such as the Evaluation and Deployment Guide, and educate our partners and customers on how to deploy via a series of Windows Technical Workshops and Deployment Conferences. At the same dine we are synching with the NT Server, Office 9, and the IE 5.0 teams to promote “Platform 99″ as the next generation business desktop.

4. Halt the NC from making any noise in FY98. Though the NC has failed to live up to its early threat of mass PC replacement, we are actively tracking threatened accounts and monitoring and attacking the NC constituents (IBM, Sun, Oracle) with high level TCO and Windows messages. We are executing on a PR plan to expose the NC as “dead”, continuing to arm our field sales force with competitive analysis and responses, and working with the Hydra and WBT OEM teams to build the Windows value proposition for thin clients.

If we are successful with the above objectives, we will have made significant progress in migrating the majority of corporate desk-tops to 32-bit Windows, adequately prepared the marketplace to shift to NTW, and stopped our chief temperer, the NC, from making any inroads. The remainder of this document will provide greater detail on the core objectives, including budget, timeline, and roles and responsibilities.

CORE MARKETING OBJECTIVES-DETAILS

1. NTW 4.0 Sustain Marketing-”NTW Means Business”
2. Windows 98 Corporate Plan- “A Smart Upgrade if you can’t move to NTW”
3. Windows NTW 5.0 Plans- “Get Ready for NTWS” and “Platform 99″
4. NC Attack Plan – “The NC is Dead”

1) NTW 4.0 Sustain Marketing-”NTW Means Business”
In order to continue to drive Win32 penetration, and prepare the market for the shift to NTW, we are working closely with Billsha’s OEM team in executing on a number of NTW4 sustain marketing programs. The strategy is to generate customer demand to drive OEMs to pre-install NTW as the default OS on their business line of PCs. These programs include:
- Windows Strategy Tour : In the April-May timeframe we will hit the road for an 18-city roadshow that will clearly define our overall Windows strategy targeted at the Business Decision Makers. This roadshow will focus on moving customers to NTW4 today, and defining where Hydra, Win98, and NTW5 fit into the overall picture, and how to choose the appropriate desktop OS for your needs.
- Advertising: Loribi and her communication team will be continuing the existing NTW ads, focusing on a TCO ad in the spring time frame, partnering with Kingston on their customer reference ads, and partnering with some of the top OEMs for joint ad campaigns.
- Tradeshows Presence : This “NTW Means Business” campaign actually started at Comdex and will flow into Spring Networld + Interop, where we are taking over the show with OEM partners, banners, SWAT efforts, etc. to give NTW a very visible presence. This also includes theater and booth presentations driving home the NTW message.
- Addressing the key barriers to NTW adoption : We are also marketing the fact that NTW has made great strides in addressing some of its key issues:
1. We now support as many devices as Win95
2. Many of the top OEM vendors are building APM and PnP into their laptop lines using the. APM kit from MS
3. We have increased the number of 16-bit and MS-DOS based applications in our Software Compatibility List.
- PR References and Case Studies : In order to show momentum for NTW, we are driving the case study team and ECU in finding customers to act as PR references and to develop case studies. We aggressively targeting customers who fall into the following segments:
- UNIX to NTW switchers: This includes accounts like John Deere, Caterpillar, Morgan Stanley
- Standardized on NTW4: This includes accounts such as UAL, Bridgestone, Xerox, and Kimberty-Clark

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- Aggressively planning the move to NTW5: This includes accounts such as Boeing, Texaco, KPMG, Compaq and Intel
- Easier Deployment and Support: To demonstrate to customers that NTW is truly the standard business destop we are taking the following actions:
    -Increasing Support: Moving NTW support from 2 free incidents to 90 days free support which puts it inline with Windows 95.
    -Supporting cloning of hard drives for deployment: Previously we did not support the use of cloning tools such as “Ghost” in order to deploy NTW. We have been working with development to add support for this into the NTW setup routine, and are working directly with the cloning ISVs to add support in to their products.

2) Windows 98 Corporate Plan-”A Smart Upgrade if you can’t move to NTW”
With the launch of Windows 98 expected in the June timeframe, we need to ensure that we have the appropriate experience, knowledge, and tools to help customers with their migration to Windows 98. Even though NTW is the main focus in organizations, we need to make sure we do our due diligence for those customers who will continue with Windows 98. We’ll execrate on the following programs to ensure we are prepared for this launch:
- Rapid Deployment Program: Define and execute a Rapid Deployment Program targeted at 5 accounts (TVA, BC Telecom, Northeast Utility, City of San Diego) and 12 partners in order to understand the key deployment issues, generate PR references and case studies, and show momentum for Win98 in corporates at launch. The program will also help us to define and create tools to help other customers migrate to Win98 easily.
- Windows 98 Resource Kit: Windows Marketing is responsible for the creation of the Windows 98 Resource Kit. This 16 chapter 1600 page booklet goes to beta Feb 11th, and will be completed prior to launch, turned into HTML and distributed to the masses with the Corporate Eval and Deployment Guide. The kit will also include approximately 4S tools to assist in support, deployment, and management of the Windows 98 desktops.
- Windows 98 Management and Deployment Guide and Tools: Utilizing our knowledge from Win95 and NTW4 deployments we have contracted with Gartner Group and MCS to develop a “Best Practices” Guide to managing your desktop environment, and preparing for deployment of Win32 desktops. Also, via the Rapid Deployment program, we are creating an in-depth Windows 98 Deployment Guide which describes the different tools and methodologies for easily deploying Win98, includlng the new “Dolly” disk cloning tool, Batch98, and the new INFInstaller.
- Windows 98 Preview Program: In order to reach the MORG audience in a cost effective way, and provide them with the most up-to-date technical information on Windows 98, we created a preview program which is Windows 98 Beta 3 bundled with the Beta release of the Windows 98 Resource Kit. We have shipped 45,000 copies of the Preview Program Kit. The kit retails for $69.9S and will be on shelves Feb. 114. Internationally, we are shipping 10K units of the English Resource Kit only to the UK and Australia.
- Zero Admin Kit for Windows 98: Following on the success of the Win95 and NTW4 Zero Admin Kits, we are updating the existing ZAK for Windows 98. This will allow administrators to have the ability to lock down Windows 98 desktops in either Taskstation or Appstation mode, and will give them the tools and methodologies to adjust this control over the desktop according to their needs. The ZAK for Win98 will be released at the launch of Win98 and may be included on the Resource Kit CD.
-Reduced Deployment and Support Costs, Business Justification: Internally we have found that Windows 98 addresses a number of support and deployment issues, in fact the original numbers showed a reduction of 19% in support costs, and 22% in deployment costs. We have contracted with Workgroup Technologies in order to have a 3rd party validate these numbers. The report is due in April.
- Windows 98 Marketing Day: We will tie into the March 16-17 Windows 98 Marketing Day put on by the Chrwild’s team by inviting our top 50 LARs to San Francisco to hear about corporate opportunities with Windows 98. We’ll discuss migration tools and strategies as well as business benefits, and also utilize this time to re-enforce our overall client positioning.

3) Windows NTW5 Plans-”Get Ready for NTW5″ and “Platform 99″
It is critical we prepare our field, partners, and customers early for the launch of NTW5. Our focus in the 2H of FY98 will be on early education, early access to code, and to kick off the evaluation process in

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organizations with the help of our partners in the Beta 2 timeframe. We’ll execute on the following programs to ensure we are prepared to launch Beta 2 to the world:

- Corporate Preview Program: This worldwide program is designed to generate wide-scale evaluation of Windows NT 5.0 targeted at the breadth LORGs and MORG audience in the Beta 2 timeframe. The kit will include 5 NTW licenses, 2 NTS licenses, 100 NTS CALs, as well as the Evaluation and Deployment Guide, and access to online and limited phone technical support. The cost of the kit is $59.95. We are planning on shipping over 1 million NTW licenses with this program, and as part of Platform 99, we’ll refresh the participants with RC1 and the Office 9 marketing beta in the fall.
- Rapid Deployment Program: At the same time we are driving the Win98 RDP, we will be driving an even bigger NT5 program. This program will include 14 accounts worldwide including: Lucent, Ford. MCI, Intel, Charles Schwab, Boeing, Texaco, GE, Nedcor Bank/South Africa, Petroleos Venezuela, Swedish Post/Sweden, Credit Suisse/UK, Bankers Trust/Australia, Japanese Account TBD, as well as 45 partners who will be driving and additional 2 accounts each. Again the key objective of this program is to understand and solve deployment issues, generate momentum and PR references at launch, and develop necessary tools to help the masses evaluate and deploy. As part of Platform 99, the NTW RDP will have a number of accounts that are also participating in the NTS RDP, Office9 RDP, and the IE5 RDP m order to understand cross product deployment issues. This is part of our Platform 99 initiative to understand and communicate the benefits of the new generation desktop from Microsoft.
- Evaluation and Deployment Guide: It’s critical that we supply our customers with effective tools to evaluate and deploy Windows 98 and NTW5 prior to the launch of these two products, in order to condense the eval and deployment cycle. The objective of the guide is to deliver an open and structured framework of tools and information to accelerate the evaluation period and deployment-planning phase. Targeted at the Technical & Business Decision-Makers, this CD will ship with the Corporate Preview Program and will be a snapshot of our http://www.microsoft.com/windows/org web-site. As part of Platform 99, this guide will have the same look and feel and integrate content from the Office9 and IE5 sites. The beta of the Windows portion will be delivered on 3/31.
- NT5 Deployment Conferences: In order to ensure we have a number of our corporate customers and partners up to speed on deploying Windows NT 5.0, Microsoft is hosting 3 deployment conferences in the next year, targeted specifically at early adopters. The first NT5 Deployment conference will take place in San Jose on March 17-20, and will be targeted at the 25 accounts and 45 partners participating in the Rapid Deployment Program. The second conference is June 30-July 2 in Bellevue, and will be an invite only event for our top customers and partners. The third event is scheduled for Feb. ’991 and will be an open event, targeted at 5-6000 attendees. The 3-day conferences will feature hands-on Iabs, planning and deployment training from our RDP customers, and all attendees will leave with a copy of the Corporate Preview Program. As part of Platform 99, we will also include Office9 and IE5 sessions at the conference.
- Windows Technical Workshops: We plan to revive the very successful Windows Technical Workshop in June to accelerate the deployment of 32-bit Windows (with focus on Windows NT 5.0) by educating breadth LORG and MORGs on deployment tools and strategies. This roadshow will be a 17-city one-day event in the U.S. and in Europe and the Far East (train the trainer format). The WTWs will be presented by product marketing, with corporate and field driven attendance of MORG and breadth LORG, LAR, MCSPs, and Value Added Providers. The content will be very technical, with a lot of “How to” do something. We’ll also use this opportunity to set expectation for NT5 planning.
- NT5 ECI/Migration Team (MSNA Only): In order to accelerate the strategic and named ECU accounts thru the eval and deployment process, we are working with the ECU Telesales team to drive the top ECU accounts through the 5 migration steps prior to launch. The goal is to have 40% in the deployment phase 90 days post launch of NT5. The evaluation starts with Beta 2 of NTW, and continues to 90 days post launch. The benefit for the account is they will have direct contact with the product group for updated information, product updates, migration tools, and can get their specific product issues addressed. ECU Telesales will be responsible for monthly reporting of account status, key product and business issues and barriers, and can assist with what tools and information is needed to address these issues. As part of Platform 99, we will also integrate Office9 and IE5 into the program.
- NTW5 Deployment Tools: We are planning a number of tools to assist accounts in their migration to NTW5. Along with the tools described above, also planned are:
     -“Get Ready for NTWS”-This web based tool will automatically scan a PC and identify if that PC is “ready” to be upgraded to NTW5. The tool will check processor speed, memory, hard disk

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space, and compare the. device drivers to those listed in the Hardware Compatibility list to ensure we have the appropriate drivers. We’ll also extend this to software, and identify the different applications, and let you know if possfole issues with supported applications from the Software Compatibility List.
    - Application Certification Tool- One of the biggest barriers with accounts rolling out new OSs is testing and certifying all of their internal applications. We plan on decreasing the amount of time it takes to certify applications with a set of tools and methodologies based on work done with Morgan Stanley in their rollout of NTW4.
different applications, and let you know if possfole issues with supported applications from the Software Compatibility List.
    - Channel/Partners: A significant amount of our efforts vail be to integrate the channel and our partners into the above programs. The will play a critical role in the Corporate Preview Program and our Rapid Deployment efforts. We will utilize events such as Tech-Ed, Tech Fusion, and VAP and Partner tech briefings to educate and get the channel and our partners up to speed and motivated. We will also utilize the ATEC “train the trainer” model and subsidize NTW5 classes.

4) NC Attack Plan-”The NC is Dead”

Though we have made great strides to ensure the NC does not gain footholds in any of our accounts, we can expect another big push from IBM and Sun in the 2nd half. IBM is already pushing theft NetStafions hard into accounts, and Sun is planning on releasing their Java Stations in the first half of CY98. Our focus will be to continue to expose the issues with the NC idea, while communicating the benefits of Windows and our thin client strategy with Hydra and the Windows-based Terminal. We’ll execute on the following programs to ensure the NC makes no headway in the 2nd half of FY98:
    - Expose the NC as Dead to the press and analyst: We will spend a considerable amount of our time focused on educating the press about the pitfalls of the NC in order to generate “the NC is Dead” press articles. This will cumulate in a press and analyst tour in March, coinciding with Interact World in LA. Prior to the tour, we will be delivering monthly Windows TCO wins to the press, as well as NC trial/rejecter case studies. We’ll leverage our Net.PC and WBT OEM and Partner successes, and utilize the web, onLine news banners, and other online delivery channels to get this information to our customers.
    - Arm our field and customers with tools and competitive information: In order to keep the worldwide field sales force up to speed, we’ll continue to utilize the NCSQUAD alias as our core information mechanism, and our NC Champs program in the US will be expanded internationally. Starting in February, we’ll provide NC competitive reports on IBM NetStation & Sun JavaStation including Technical Reviews, Market Bulletins, Competitive Updates, and Presentations all on our http://winmarketing/nc web site.
    - Continue to monitor and track threatened accounts and NC standards groups: We have done a good job to date on tracking and responding to any NC threatened account worldwide, and we’ll keep this up over the next six months. We’ll maintain a direct focus on tier 1 & ECU Strategic customer threats. To help facilitate this worldwide, we are panning a couple of tours to South East Asia and Europe in the March and April to visit threatened accounts, educate subs & generate PR. We’ll also implement a monthly conference call series with NC Champs for intelligence gathering & updates. We’ll also continue to track and attend meetings of NC related standards groups such as The Open Group’s NCMG.

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WINDOWS ORGANIZATIONAL MARKETING ROLES & RESPONSIBILITIES

[See chart in original PDF]

Product Manager
Org Mldg/NTW5 Launch

Nouryb LSmilh Kimberd Bernard Wong
Product Manager
NC Attad~, Eval/Deploy
-Product Manager
Corporate Mldg
Product Manager
Channel/Partnem
Product Manager
Demos and Lab

Clarkh OUmino Katie Nabaie
Product Manager Product Manager Contractor

B & 8tDeployTools/Analy sis Events/EBC
Packaged Demo~

AMcGehee Greg Sugivan Clint Gordon-Carroll
Produ~ Manager P nxluct Manager ¢ontr’=ctor
Rapid Deptoy/Res K~t SMORG~or~shops Event Support

Brianr
Product Manager

NC Atlac~

¯

Keith White: Org Mktg., NC Attack, & NTW 5 Launch
- Overall Windows corporate marketing plan for both NTW and Win9x
- Overall TCO and NC Attack plans and strategy
- Overall NTW5 launch plan and efforts
- Overall Platform 99 plans and strategy

Noury Bernard-Hasan: NC Attack Lead & Evaluation and Deployment efforts
- Define and execute our NC Attack Strategy
- Track and participate in competitive standards councils and drive strategic recommendations
- Define and create the Evaluation and Deployment Guides

Leighton Smith: Corporate Marketing and NT5 Corporate Preview Program
- Define and execute the NT5 Corporate Preview Program
- Define and execute the Windows 98 corporate launch

Kimber Dodge: Channel and Partners, CFO
- Define and execute our plans to prepare the channel for Windows 98 and NTW5
- Manage the Windows and Customer Unit relationship
- Drive all Licensing issues with ECU
- Chief Financial Officer for Windows Marketing

Bernard Wong: Demos and Demo Lab
- Define and create our Windows 98, NTW5 and TCO demonstrations
- Manage the demo lab and inventory

Clark Heindl: Technical Tools and Migration, Analyst Relations, Corporate Migration Issues
- Define and develop our technical migration tools for Windows 98 and NTW4 and 5
- Drive our analyst relationship and define and develop studies associated with Windows and TCO
- Manage our Year 2000 compliance

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Andrew McGehee: Rapid Deployment Programs and Resource Kits
- Plan and execute the Windows 98 and NTW5 Rapid Deployment Programs
- Manage and write the Windows 98 Resource Kit

Brain BJ Riseland: NC Attack, Technical Presentations, SE/MCS Swap
- Track and respond to all NC threatened accounts worldwide
- Create and deliver tools (competitive, proactive) to fight the NC
- Develop and deliver Windows technical presentations

David Ursino: Events and Tradeshows, EBCs, Migration Team
- Define and execute on Windows tradeshow and event presence
- Create a new process and strategy for effective Windows presence at the EBC
- Prepare and drive the ECU telesales corporate migration team to assist in NTW5 migrations

Greg Sullivan: SMORG Marketing, Workshops, and Conferences, Field Training Events
- Plan and execute the Windows Technical Workshop series
- Plan and execute the Windows NTW5 Deployment Conferences
- Plan and execute all field and customer focused events such as the MTB, MGS, and Tech-Ed

Katie Nabaie: Demo Packaging
- Responsible for overall demo packaging for the field and partners

Clint Gordon-Carroll: Event Support
- Responsible to support Windows Marketing at all tmd¢shows and events

FEBRUARY 98

CATEGORY DELIVERABLES
NTW4 Sustain Identify NTW4 PR references
Announce PSS support expanded to 90-days
Win98 Launch Win98 Preview Program
Windows 98 Beta Resource Kit
NTW5 Prep Finalize NTW5 pricing waterfall
Begin Platform 99 integration
NC Attack ZAW SWategy Video and CD
Gartner Group TCO Market Bulletin
IBM NetStation Competitive Response
MBNA ZAK Case Study
Events none

MARCH 98

CATEGORY DELIVERABLES
NTW4 Sustain MS/Intel Workstation Leadership Forum
NTW4 Momentum Press release
Support and Cloning Tool announce
Kingston Customer Reference Ads
Win98 Launch Windows 98 Marketing Day
NTW5 Prep Messaging Focus Groups
NT5 Deployment Conference
Skip updated NTW5 demos and PPT to field
NT5 Migration Team on-line

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NC Attack The NC is Dead Press/Analyst Tour
NTW ZAK TCO ad drops
European NC Tour
Events Internet World
WinHec

APRIL 98

CATEGORY DELIVERABLES
NTW4 Sustain Launch NTW4 Cloning Tools
Win98 Launch Win98 RTM
RDP Case Studies
NTW5 Prep NT5 Reviewers Workshop
NTW5 Beta 2 RTM
NC Attack SE Asia NC Press Tour
Windows World PC vs. NC panel
Events WWSMM
Windows Strategy Roadahow
Windows World/Comdex
IT Forum

MAY 98

CATEGORY DELIVERABLES
NTW4 Sustain NTW Means Business N+I promotion
Windows Strategy Roadshow
Win98 Launch Announce Analyst Studies
Ship Win98 Deployment Guide
NTW5 Prep Launch the Corporate Preview Program
Ship NT5 Evaluation and Deployment Guide Beta
NC Attack ZAK for Win98
Events Networld+Interop
Tech Fusion

JUNE 98

CATEGORY DELIVERABLES
NTW4 Sustain PC Futures 98 Event
Win98 Launch Rollout RDP Accounts
Distribute the Eval and DepIoyment Guide
NTW5 Prep NT5 Deployment Conferences
Windows Technical Workshops
ATEC Train the Trainer 2-day NTW5 class
NC Attack NC Working Group Conference
Events Tech-Ed
PC Expo

Confidential

MS-PCA 1359589
CONFIDENTIAL


FY98 ORG MARKETING SPEND PROJECTIONS

[See chart in original PDF]


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5 Comments

  1. Jose_X said,

    January 19, 2009 at 1:31 pm

    Gravatar

    >> Our focus will be to continue to expose the issues with the NC idea, while communicating the benefits of Windows and our thin client strategy with Hydra and the Windows-based Terminal.

    This might be another case of (illegal) embrace extend.. They adopt what the customers might want from the competition and then they tie it in to MSware. Any specific evidence this was done for the products quoted here?

  2. Roy Schestowitz said,

    January 19, 2009 at 1:33 pm

    Gravatar

    If you find any, please post it here. We’re still at a stage of evidence accumulation.

  3. JC said,

    January 20, 2009 at 1:55 am

    Gravatar

    Ummm… Yes, MS is evil, corrupt, and damaging. Yes, MS pretty much owns the Gartner Group. Yes, MS spreads FUD.

    I’m just not seeing what is new about this, in 2009. Lots of docs from 98, but we have lots of docs from that time frame, already (the Halloween memos, for example). Its more proof of MS’s, well, unorthodox business tactics, but what shall we do with it?

    Find me some docs from Jan, 2009, that show how MS is paying off various government agencies, and then you’ll have something. Until then, its just food for the faithful. It isn’t gonna convince anyone that they should get away from the evil empire.

  4. Felis silvestris said,

    January 20, 2009 at 3:58 am

    Gravatar

    Well – you can take a look at what James Plamondon is saying now, on his blog:

    http://platformevangelism.spaces.live.com/blog/cns!37F174267DC274C!152.entry

  5. Anonomous from Montreal said,

    January 25, 2009 at 1:22 am

    Gravatar

    Gartner is only the tip of the iceberg when it comes to ignoring open source. Every Software evaluation company, Technology Vendor, does not want to put time in to develop a platform independent product. Perhaps it is fear. As for software evaluation companies. FOSS software cannot pay for promotion, or product evaluations, unless they have funding. Funding is hard to obtain for linux products. And if the majority of the marketplace is 90% or less of Microsoft, why put emphasis in MS. Gartner follows the market and therefore FOSS will not be considered until it is significant.

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