"Drop everything you're doing," my CEO said to me. "I have a really
important job for you to do."
This was my rude introduction to the world of high technology. I had
just left the hallowed halls of bickering academia to join the harried
frenzy of industry. Everything was different, yet, to some extent, everything
was the same. In academics there is much emphasis on cleverness
and creativity. It doesn't matter how successful you were in the past.
What counts is: What did you accomplish this year? What did you
publish? What do colleagues and opponents think of your work? It is
more important to be clever than to be correct, better to be profound
than practical. In the pecking order of the university, those who are the
most abstract and irrelevant are at the top, those most practical and
useful are at the bottom.
The world of high-technology business doesn't work the way you
think it does. Technical, business, and social factors affect the way new
technologies are deployed. Once ideas are let out of the laboratory,
common sense disappears, especially in the rush to show that one company's
products are superior to another's very similar ones.
In industry, there is much emphasis on action, on shipping products.
Profit margins and sales figures rule the day. It doesn't matter how successful
you were in the past: How much have your market share, sales,
and profits increased this year, this quarter, this month? Market success
is everything, much more prized than the nature of the product. It is
better to be first than best. Everything is always in a rush: to get to
market, to beat your competitor, to get the product out in time for the
holiday season, or the school season. In the research university there is
much thought, little action. In industry, there is much action, little time
for thought.
The request of the Chief Executive Officer of my company, I would
soon discover, was not unusual.
"But you told me to drop everything last week," I replied, "I've barely,
gotten started on that job."
"That's OK," said my CEO, "this one is more important. Drop everything
you're doing, and by the way, you have a 9 AM meeting tomorrow
on the east coast. You can sleep on the plane. My assistant has already
arranged for the tickets."
The abrupt and secret nature of this particular task was not at all
unusual. The high-technology industry rushes to do this, to do that. The
race is to the swift and the clever, not to the best. The continual rush
makes it impossible to step back and reflect, to take a broader view. To
the product manager, thinking about the future means to think six
months ahead, maybe twelve. To the researcher, thinking about the
future means to think ten years ahead, maybe five. The gap between
these styles is almost unbridgeable. Don't believe everything you read.
In fact, don't believe anything. How much impact do science and research
actually have on products? Less than you might think, less than
you might hope.
We live in interesting times. We are indeed in the midst of a major
revolution, one brought about by the converging interests and technologies
of communication, computation, and entertainment. Technological
revolutions have several interesting properties. First, we tend to
overestimate the immediate impact and underestimate the long-term
impact. Second, we tend to place the emphasis on the technologies
themselves, when it is really the social impact and cultural change that
will be most dramatic. And, finally, we think revolutions are fast, with
changes occurring in months or, at worst, a few years.
In reality, technological revolutions are fast only from a historical
point of view. Look at the revolution triggered by Gutenberg's development
of the movable-type printing press. Its impact was rapid--within
100 years it was felt all across Europe. To the historian, 100 years is a
short time; for someone living at the time, it is an eternity--more than
most lifetimes. All new technologies take a long time to affect the lives
of ordinary people. The telephone was invented in 1875, but it didn't
have a major impact until the 1900s. The airplane was conceived in the
late 1800s and flown successfully in 1903, but it didn't become commercially
available for passengers for 30 years and, even then, it was a risky,
foolhardy means of transportation. The fax machine was invented in
the mid 1800s and even today has not yet made much of an impact in
the home.
Today we often hear that the pace of change has speeded up, that
changes happen in "internet time," in months or weeks, not decades or
years. False. The internet had its start in the 1960s as a government-sponsored
research network for universities and company research laboratories.
Thirty years later, at the end of the 1990s, it still is not present
in the majority of homes in the United States, and its adoption in other
countries is even lower. The digital computer is fifty years old, the personal
computer more than twenty, yet fewer than half the homes in the
United States have computers and the number is far lower in other
countries. These rates of adoption might be faster than the airplane and
the telephone, but not by as much as you might have been led to believe.
Technological revolutions are rapid when measured by the time
span of civilization, but slow when measured by the time span of an
individual's life.
Nonetheless, we now really are in a period of rapid change, of rapid
convergence of technologies. One hundred years from now, our descendants
will wonder about the primitive life we led, where we had to
contend with diverse communication facilities: government mail systems
for personal delivery of letters handwritten or typed on paper;
private companies for more rapid delivery of time-sensitive material
and small packages; a separate system--fax--for the delivery of pictures
of material; electronic mail for typed material; yet another system--the
telephone and its associated answering machine and voice mail technology--for
voice messages; and no video mail. It doesn't take much
thought to recognize that all these are similar systems and that society
would be better served with one solution that merged the delivery of
personal and business mail, voice messages, images--whether static or
moving--and graphics. It also doesn't take much time for those trying
to merge these technologies to throw up their hands in frustration at the
myriad hurdles society places in their path.
Where Edison Went Wrong
Today's high-technology business is in a muddle. It has arrived at its
current state by its heavy emphasis on technology, quite often technology
for technology's sake. The modern computer is the culmination of
this process and, as I explain more fully in this book, it has led to an
overly complex, fundamentally difficult machine--but one that increasingly
has come to dominate our lives. Today we cannot do business
or conduct much of our daily activity without the use of modern information
technology, both the computer infrastructure and the associated
communication technology. But the computer does not really meet our
needs. It suffers from the rush, the haste, and, for that matter, the arrogance
of the technology industry. This is an industry that puts the device
first, the customer second. The real needs of consumers are ignored.
Today, at the start of the twenty-first century we find the industry
dominated by personalities, by major magnates whose personal presence
controls the development of technology. The same was true at the
start of the twentieth century: Edison, Bell, Marconi, and Westinghouse
all played major roles in the development of the early days of the information
industry, and all were colorful, powerful, and very public figures.
Let us begin with those early years, when the first information technologies
were introduced to the marketplace: the telegraph, the telephone,
the phonograph and, later, the radio. For my purposes, the story of
Thomas Alva Edison is the most relevant; he played a major role in
many of those early information industries, from communication (the
telegraph and telephone), to entertainment (the phonograph and
movie projector), to the underlying infrastructure (the incandescent
light, electric power distribution, and electric dynamos and motors).
Thomas Alva Edison was a great technologist--one of the best--but
not a great businessman. Not only was he an inventor, but he started
one of the first industrial research laboratories, hiring some excellent
technicians and scientists. Moreover, he realized that no invention
could succeed by itself; it needed an entire infrastructure to work. With
this in mind, he put together all the other components of the total
system. He had all that logic indicates should be necessary: He was first
with the technology, the technology was usually superior to that of his
competitors, and he understood that success required the construction
of appropriate infrastructure. What he did not have was a solid sense for
marketing. He often did not sufficiently understand his customers.
Edison had many strengths, but he also had several major weaknesses.
It is for those deficiencies that I am telling this story, for the deficiencies
are common ones, still with us. This book is really about the high-technology
industry, and especially the personal-computer industry, and
how they should change. Edison's story is a great place to start. In many
ways, Edison invented the high-technology industry. His work combined
the information processing and communication industries. He
played a major role in the development of the entertainment industry
by inventing the phonograph and the motion picture camera and projector.
And like the business tycoons of today, he had a cantankerous,
colorful personality, suing and spying upon his competitors, courting
the press, hyping his inventions often even before they were invented,
and leading a lively, eccentric, and very public life. The feuds, suits, and
rivalries among technologists at the turn of the nineteenth century far
exceeds the similar excesses of today.
Consider the phonograph. Edison was first, he had superior and more
versatile technology, and he did a brilliant, logical analysis of the business.
But the logical approach is the wrong way to go about understanding
the needs of customers. You have to talk to them, watch them;
this is the only way to understand their interests, their motives, their
needs. Edison thought he knew better and, as a result, he built a technology-centered
phonograph that failed to take into account his customer's
needs. I'll return to this story later, but for now, note that at the
end, his several phonograph companies were unsuccessful.
Sound familiar? It's like today's personal computer business, and
there are even more parallels. Do you think the computer is difficult and
the phonograph simple? The phonograph was judged to be too complicated
for office use; it took about two weeks to master, but only if you
were willing to persevere. It took years to get the phonograph to the
state it is in today, changed so thoroughly that all of the underlying
technologies differ and even the term phonograph is no longer used. By
this analogy, the computer industry still has a long way to go and, if we
are fortunate, the end result will be quite unlike today. The problem is
that whether phonograph or computer, the technology is the relatively
easy part to change. The difficult parts are social, organizational and
cultural.
Today's technology imposes itself on us, making demands on our time
and diminishing our control over our lives. Of all the technologies,
perhaps the most disruptive for individuals is the personal computer.
The computer is really an infrastructure, even though today we treat it
as the end object. Infrastructures should be invisible: and that is exactly
what this book recommends: A user-centered, human-centered humane
technology where today's personal computer has disappeared into
invisibility.
This change will not be easy. It requires a disruptive technology. For
manufacturers, it requires a new approach to design, a human-centered
design. This means hiring new kinds of people, changing the design
process, perhaps restructuring the company.
Why not? Remember, there are far more people in the world who do
not use computers than there are who do: That is the marketplace, that
is where the opportunities lie. Companies shouldn't always talk to their
customers: they should talk to those who are not (yet) customers.
Among other things, this was Edison's main fault. He thought he knew
better than his customers; he didn't provide them with what they
wanted, he provided them with what he predetermined was best for
them. This was a bad idea then, it's a bad idea now.
Why Being First and Best Isn't Good Enough
Success does not always go to those who are first to market, nor to those
with the best product. Alas, the history of technology is filled with
failures of those who were first. Quick, what was the name of the first
manufacturer of automobiles in the United States? Duryea was the first.
Most people today have never even heard the name.
The history of the phonograph is illustrative. Edison invented the
phonograph in 1877, and by 1878 the Edison Speaking Phonograph
Company was marketing the first machines. It even made a profit for
the first few years. At first, the technology was crude--the recordings
were made on tinfoil, the machine was delicate. Edison and his competition
engaged in a series of technological improvements, substituting
wax for tinfoil, discs for cylinders, electric motors for hand- or
spring-propelled drives, and so on. People weren't quite sure what the
machine would be used for, and so, at first, it was used primarily for public
demonstrations (with paid admission). Edison thought they could lead to a
paperless office in which dictated letters could be recorded and the cylinders
mailed to the recipients, without the need for transcription. He
also tried putting a small phonograph into a doll and selling it as a
talking toy. Owners of the early machines held parties where guests
could record songs and games and enjoy listening to them being played
back. Prerecorded speeches and songs became popular, and this eventually
became the primary usage.
The practical phonograph did not arrive until the late 1880s, by
which time Chichester Bell and Charles Tainter had developed a competitive
company, the American Graphophone Company, that recorded
on wax-coated cardboard cylinders rather than tinfoil. In the early
1890s Emile Berliner became the first to produce prerecorded stamped
disc records commercially with his machine, the gramophone.
Edison's phonograph had a number of superior features to the competition.
But having the best technology is no route to success either.
Edison had the best technology. Sony's Beta technology for video cassette
recording is widely considered to have been superior to the VHS
format for video cassette recorders and tape championed by a conglomerate
led by JVC and Matsushita, but Beta lost. The Macintosh operating
system clearly had advantages over the DOS operating system for personal
computers, but it lost, first to DOS, and then to Microsoft Windows,
a system that took ten years to catch up to the Macintosh, but
that now dominates the world of computers. Edison's recordings were
superior, but he used technology that was incompatible with that of his
competitors. His competitors provided a product that fit the customer's
needs better than did Edison's phonograph, and as a result, the superiority
didn't matter: the competition won.
Being first helps, but it is not enough. Being best helps, but it is not
enough. What was Edison's mistake? He used a technology-centered
approach. His logical analysis of the technologies did not take into consideration
the consumer's viewpoint.
When Edison invented the phonograph, he studied both the cylinder
and the disc, the form of the medium in use today in CDs and DVDs. He
recognized the superiority of the cylinder as a recording medium. He
knew that as the cylinder revolves, each part passes under the stylus at
the same speed. With discs, the outside edge moves past the stylus more
rapidly than the parts near the center, and so the sound at the center
deteriorates. Because the stylus in Edison's phonograph was propelled
across the record by a feed screw, record wear was decreased in comparison
with the disc, where the groove itself propelled the needle. Edison's
machine could also be used to make home recordings. The cylinder's
semipermanent jeweled stylus was more convenient than the discs'
steel needles, which had to be changed after every record side.
But the discs offered many advantages over the cylinders. They were
less fragile than the wax cylinders. Their hard shellac surface allowed
greater playback volume, if a more raucous, scratchy sound, than the
soft wax cylinders. They took up far less space, and were easier to store,
package, and ship. They could accommodate longer playing time simply
by increasing their diameter, and they had a second side that could
provide more music without increasing storage space, for less money.
Most important, they were far easier to mass produce.
The real use of the phonograph record, discovered after much trial
and error by a variety of manufacturers, was to provide prerecorded
music. Emile Berliner moved quickly to exploit this and his company
rapidly picked up a dominant market share. His gramophone became
the Victrola, manufactured by the Victor Talking Machine Company,
later RCA Victor. Berliner and his successors rapidly established recording
studios across the world and engaged the world's most famous musicians
in the effort.
Edison's failure to recognize the real value of the phonograph is understandable:
New technologies often end up being used very differently
than anyone--especially their inventors--predict. The real error
lay in letting his competitors get ahead of him and in failing to recognize
the practical advantages of the disc over the cylinder in terms of
ease of use, storage, and shipping, to say nothing of mass production.
Instead, Edison scoffed at the raucous, scratchy sound of the disc machines
compared to the superior sound of the cylinders.
Eventually Edison did realize the importance of compatibility and
convenience. The problem was that by the time he switched over to
discs in 1913 he was no longer the market leader. Worse, he failed to
understand the real desires of his customers; once again, he let logic
triumph over marketing wisdom.
Even after he began manufacturing discs, Edison continued to use the
vertical recording method, called "hill and dale," in which the sound
wave was represented by the vertical motion of the needle and a corresponding
depth of the groove. The needle vibrated up and down as the
record rotated. The competition used lateral recording, which meant
the needle vibrated side-to-side as the record rotated. Once again, the
differences are mostly technical, but the real point is that the world
wanted a single system. Early phonographs could only play back one
system, either vertical or lateral, so whichever system customers bought,
they couldn't play back the recordings of the other. In chapter 61 discuss
the problems of nonsubstitutable, infrastructure goods, when the infrastructure
of one company differs from that of another. Basically, if you
have the dominant infrastructure, you win. If you choose the wrong
one, you lose, and you lose big. Because the Victor Talking Machine
Company had the dominant infrastructure, Edison lost.
Which method of recording was actually better? Edison, of course,
thought hill and dale superior, and in numerous "tone tests" he sought
to prove that an audience could not distinguish the sounds produced by
his phonograph from those of a live singer. Once again, it didn't matter.
The sound quality of Victor's lateral recordings was "good enough."
Another serious mistake that Edison made was in the choice of recording
artists. Edison decided that big-name, expensive artists were not
much different from the lesser-known professionals. In this, he is probably
correct. Take the ten best piano players, or opera singers, or orchestras
in the world, and the difference between those ranked at the top
and those at the bottom is not likely to be noticeable by the average
listener. But the top two or three musicians are a lot better known,
whereas few people can recite the name of the tenth best performing
artist or group. Edison thought he could save considerable money at no
sacrifice to quality by recording those lesser-known artists. He was right;
he saved a lot of money. The problem was, the public wanted to hear the
big names, not the unknown ones. It had been cleverly educated in this
by Victor. As a Victor advertisement put it (see figure 1.1, page xiv):
If you had your choice of attending two concerts--the greatest artists in
all the world appearing at one, some little-known artists at the other--which
would you choose? You would quickly decide to hear the renowned artists who
are famous for their superb interpretations. And this is exactly the reason
why the Victrola is the instrument for your home. The world's greatest artists
make records for the Victor exclusively.
Edison pitted his taste and his technology-centered logical analysis on
the belief that the differences among musicians were not important: He
lost. He thought his customers only cared about the music; he didn't
even list the performers' names on his disc records for several years.
He failed to understand that people want to hear the big names. It
doesn't matter if others are just as good. It doesn't even matter if they
are better--it is the name that matters.
This would have been less important had it not been for Edison's
choice of an operating system that was incompatible with the machines
most people owned, hill and dale recording rather than lateral. If Edison
had used the same standard way of recording the sounds as his competition,
then it wouldn't have mattered that the big names were on Victor
records. People would have been able to buy Edison phonographs and
play Victor records. But with a specialized, incompatible infrastructure,
if customers wanted the name musicians, they had to buy both the
records and the phonographs from Victor. To put it in today's terms:
There were two competing, incompatible operating systems. Eventually
some companies did make instruments that could play both kinds of
records, but by then, it was too late.
The Victor Talking Machine Company cemented its lead over Edison
when it introduced the Victrola in 1907; this machine, with its amplifying
horn concealed within the cabinet, became so popular that the word
victrola became the generic term for any record player for the next five
decades. Again, understanding the desires of the customer, who was
growing tired of the intrusive, ever-larger horn, let a company maintain
its dominance in the market.
Note the moral of this story, for it will apply over and over again in the
high-technology marketplace. Know your customer. Being first, being
best, and even being right do not matter; what matters is what the
customers think. Edison was first, and he did have the best sound quality;
but because he failed to fulfill his customer's desires, he fell behind
in sales. He lost out by pushing the cylinder even though the customers
preferred the more convenient disc. Edison pushed the phonograph as a
recording media, when customers were more interested in listening to
prerecorded music. When Edison finally did switch to discs, he
wouldn't use famous--and expensive--musicians, but instead hired
excellent but lesser-known musicians. As a result, he was never able to
capture market share from his competition, especially from the Victor
Talking Machine Company. And finally, he used a different technology
than that of his leading competitors: at first cylinders instead of
discs, and then vertical instead of lateral recording. Edison had studied
all the methods; he thought his choices were superior. Maybe they
were.
This is the important lesson about infrastructure technologies. It
doesn't matter whether or not your technology is superior; it only matters
that what is being offered is good enough for the purpose. Moreover,
if you lead the marketplace in sales, it is permissible to use a
nonstandard infrastructure. After all, if you have the majority of customers,
then what you do becomes the standard. Your competitors have
little choice but to follow. If you are not the leader, then having a non-standard
infrastructure is a bad idea. Ultimately, it leads to extinction.
But It's a Horrible Product
"But it's a horrible product," I complained. "It's not the sort of thing
our company is famous for. We are known for ease of use, but look at this
thing. Look at the remote control--38 buttons! I thought we were famous
for simple, easy-to-use products. Nobody will be able to use this
device!"
The time was almost midnight. It was the first few weeks of my
new job, and already I was fighting with the vice president in charge of
the new consumer products division. Wisely, however, he chose the site
and time of the battle: his living room, from 10 PM to whenever we
finished. And he provided the wine, a fine, rich northern Italian red. By
now, we were in the second hour of discussions, on the second bottle of
wine.
"Yes, yes," he said, "everything you complain about is absolutely true.
But it doesn't matter. You see, nobody is going to buy the product."
"What!" I exclaimed, "If nobody is going to buy it, why are we in such
a rush to produce it, such a rush that you won't let us take the time to fix
the problems and do it right?"
"Ah," he replied, "it's a business strategy. See, by getting this product
to market now, we announce to the world that we are not just a computer
company, that we make things for the living room, for the home
entertainment center. It's really too expensive for most people, and besides,
most people have no use for it. But we will have established a
foothold in the marketplace. Market share is everything. Speed is essential.
Whether or not it works doesn't really matter. By being first, we will
dominate. Then, we have time to make lots of products, and to make
them right. And to make sure we make them right, I will put you in
charge, OK?"
This was yet another introduction to the world of business. Being
right wasn't always the point--being first was much more important.
And what a disarming way to win me over; ply me with good wine,
agree with every criticism, and put me in charge. I left a bit after midnight,
complaining that I was tired and had an 8 AM meeting. "Actually,
I have a 7 AM meeting myself," he said, "but I still have a few hours work
to do. Midnight in California is a perfect time to make phone calls; it's
9 AM in Europe and 5 PM in Japan--perfect for both countries." That's
life in the world of high technology. The pace is unrelenting. Action is
prized. There is little time for thought.
The product shipped. It was a failure. Sales were miserable. And no, I
was never actually put in charge. I did try to fix the complexity with an
alternative, superior design, but we had only one month to get the new
design into production, and two weeks of that were taken away from us
because the factory in Portugal was going on vacation. Time, or rather
the lack of it, I was starting to learn, is one of the greatest barriers to
quality.
Would it have mattered if I had managed to fix the problems I knew
about? Probably not. Was the executive correct? Probably. The product
failed mainly because there was no real need for it. It didn't fall into any
well-understood product category. It was targeted for the family room or
living room, to sit on top of the television set, but consumers didn't yet
have any experience with this kind of device, so they didn't know what
they would use it for. It wasn't meant as a computer peripheral, but this
is how it was reviewed and judged. As a result, reviewers didn't find it
compelling; for a peripheral, it was too expensive and too slow. For
these people, the attractive industrial design was irrelevant. Ease of
use--or its absence--was equally irrelevant.
This product really was ahead of its time. So the fact that it was hard to
use didn't matter. Yes, at least one product review commented upon the
lack of usability, but that isn't what killed the product. Was the vice
president right to say that market share and being first mattered more
than doing it right? Yes, he was. The problem, I now realize, is that this
was a new product category, a disruptive technology, but it was being
aimed at the mass market, for the everyday user to put in the living
room on top of the TV set. As I point out in chapters 2 and 11, disruptive
technologies require special handling. The early adopters will be technologically
sophisticated. For them, industrial design and ease of use is
irrelevant. They would be perfectly happy with a horrible product as
long as it delivered some capability they felt they needed. This one
didn't deliver, at least not yet, not in its first manifestation. It might
have succeeded in the long run, but it only got one chance.
What kind of a world is this, anyway, where horrible products don't
matter? Welcome to the world of the technology enthusiasts, of the
early adopters, of the fan clubs, and of the belief that technology comes
first. But also welcome to the real world, where products do not exist in
a vacuum, where for a product to be accepted by the public it has to fit
into some recognizable niche, to provide value the customers understand.
The right product can fail if introduced at the wrong time. The
telephone took decades to be understood and accepted. The radio was
first dismissed as a toy. The fax machine was invented more than a
hundred years before it became an essential tool of industry. So, too,
with the automobile. So, too, with almost every new technology.
When a new product category is invented and manufactured, it does
not fit naturally into people's lives. In order to survive, it has to be
introduced gradually. It has to be able to demonstrate its unique benefits
that outweigh the trials and tribulations of all early technologies. Product
categories, as a result, have a special life cycle in which they at first
offer novel capabilities at the price of complexity, limited functions, and
high cost. Over a period measured in decades or longer, they transition
into everyday objects that offer what have become essential capabilities
with simplicity, appropriate functionality, and low cost. They start out
being technology dominated, of interest only to those few adventurous
souls who are willing to pay the costs in order to get the benefits. They
end up as everyday consumer items of value to everyone.
This is the story of the automobile, of the telephone, of the phonograph.
It will be the story of the personal computer, although right now
the computer is still in its early days, still complex and expensive. The
computer has yet to make the transition to being an everyday object,
with simplicity and low cost. Personal computers are not yet consumer
items of value to everyone. To make the transition requires a very different
view of the world than is held by the technology enthusiasts. It
requires a consumer-centered view. Edison, for one, was resistant to
such a view, and his companies failed.
Once upon a time, when the computer industry was young, the miracle
was that you could make a small, personal device that could actually
accomplish something useful. Youngsters in garages could put
together products that soon became thriving businesses. Technology
was king; those who mastered it could do no wrong. Those who could
innovate became the stars--rich, influential stars. The push was to develop
better and better technology, fancier and fancier tricks. Hurrah for
this invention, hurrah for that. The fire was fueled by capitalism: Invest
in the correct small company and you could increase your investment
many fold. Everyone fought for a piece of the action, and the action was
hot new technology. Never mind that people couldn't use it. Never
mind that the products kept getting more and more complex, more and
more difficult to build, to maintain, to understand, and to use. Never
mind. People kept buying--in part because they too were trapped by the
technology mania, in part because they were forced to.
The notion that the marketplace decides only applies if there are real
choices to be made. In the early days of a technology, it is often a choice
between purchasing unwieldy, expensive technology that is difficult to
use and maintain and doing without. To the technology enthusiasts,
the technology, whatever its failures, offers advantages that they simply
can't live without. In the relentless pace of business, there is always the
nagging fear that the new technology offers a superior competitive advantage,
and if you didn't keep up, your competitor might get an edge.
Technological Change Is Simple; Social Cultural, and Organizational
Change Is Hard
When will electronic mail replace much of the paper mail now hand-delivered
by the international postal system? Not for a long time, because
to make the change requires agreement with unions, satisfying
concerns about worker's rights and national pride, and overcoming the
sheer inertia of culture. Some countries legislate against anything that
might interfere with the transport of mail. Electronic mail is not necessarily
welcomed.
Want to make it easier to send a fax to the home? You must cope with
the existing international standards for telephones, originally intended
to carry only a few signals: a dial tone, busy signal, ringing signal, and
voice to the connecting parties. Today it would be useful if a message
could electronically indicate whether it is voice, computer modern, or
fax, or whether it might go to a personal machine, or directly to a voice
or fax mailbox. This can't be done, even though the technology that
would be required is relatively simple. The problem is that the existing
infrastructure is not compatible with such signals.
To the person using these technologies, the infrastructures are irrelevant.
With a telephone answering machine, one leaves voice messages.
On a fax, one sends a copy of the image of the page. Email seems like fax
in that one types a message and then commands the system to send the
document visible on the screen, but what gets sent from one machine to
another is very different from a fax; a fax will look like a degraded
replication of the original, while email sends the computer code for the
individual letters, and the receiving end recreates the text with its own
choice of font. Fax looks like the original, email does not, even if it has
the same words.
People trying to communicate wonder why they can't get voice messages
over email. They can't understand why the letters so visible on the
paper or on the screen from a fax can't be edited or operated upon in the
same way as the similar appearing words from email.
In reality, these technologies use very different, barely compatible
infrastructures. This historical accident makes it difficult to reconcile
the differences. Voice mail is an analog representation of sound waves,
encoded and stored according to the conventions of the telephone
switching networks. Fax is also an analog signal, a picture of the letters
and words, encoded in such a way as to pass through the telephone
networks even though they were designed for voice, not data. The only
way data can be sent over conventional telephone lines is to change the
digital signals into audio tones that can pass through the network, then
transform them back into data at the other end; hence all those tones
and strange sounds created by fax machines and modems.
Email contains a digital representation of the letters, encoded in a
binary encoding of the alphabet according to a scheme named by the
acronym ASCII: American Standard Code for Information Interchange.
ASCII is also a historical relic that doesn't work well in today's international
society, where it cannot handle all the letters and diacritical
marks of European languages, let alone the nonalphabetic characters of
Asian languages. The first letter of the acronym ASCII indicates the
problem: "A" for "American."
The impact of cultural influences is apparent in the different ways in
which fax and email are used in business. Email and fax serve almost
identical functions, yet they have come to be used rather differently.
Email is the medium of informality; fax is more formal. Email tends to
be typed quickly, by the person doing the correspondence. A fax tends
to be prepared with the normal office procedures, with secretaries or
administrative assistants neatly polishing the words and with care taken
in grammar, spelling, and format. The differences reflect their historical
origins.
Today's fax standards and machines resulted from a development
process by large companies for business use. The technology of fax fits
well within standard office routines, the same procedures used for letters,
with responses written or dictated for a secretary to type. In both
cases, a formal letter is produced. The only difference lies in the method
of transmission and reception. Letters are put into envelopes and picked
up and delivered by the mail service. Faxes are put into the office fax
machine and the appropriate number dialed. The formality of a fax
reflects the formality of the letter.
Email has evolved from the world of computer science, primarily in
universities and government and industrial research laboratories. It was
developed for quick notes between researchers, sometimes dealing with
business, but more often with personal matters, such as restaurant suggestions
or arranging meetings and social gatherings. Informality, ungrammatical
writing, and misspellings were common. A well-formatted,
properly constructed, formal message is considered out of place in
email. In addition, the restriction to the limited character set of ASCII
and the lack of formatting tools severely limits the style, leading to the
use of special conventions, such as *asterisks* or UPPER CASE to indicate
an *EMPHASIZED* word, and special symbols, such as ;-) to mean
that the preceding remark was meant in jest (the symbols ;-) looking
somewhat like a winking, smiling face if viewed sideways).
The difference between email and fax makes an important point:
Once a technology becomes entrenched, it is very difficult to change.
Thus, it would be valuable if email would allow formatting and the
inclusion of pictures and diagrams right in the text, much as is possible
in a book or letter. Similarly, it would be useful if faxes encoded the
characters so that one could perform a computer search on the text, or
copy and paste words and phrases from a fax into other documents. The
problem is that these functions would require new standards and agreements
among all the manufacturers and users of the relevant technologies
to adopt equipment compatible with the standards. Such a task is
almost impossible once technologies have become established. Too
many organizations would have to change, too much expense in existing
facilities would have to be expended. Hence, the social, cultural, and
organizational aspects of a technology are more difficult to change than
the technical ones.
Today we are at a critical juncture in the deployment of information
technology. The world is dominated by the personal computer and its
attendant communication and network structures. The personal computer
has evolved historically to become the standard tool for doing
things, despite its many flaws, despite its complexity, despite the fact
that it is ill-suited for many of the tasks that it performs. As this chapter
has shown, what is best is not necessarily what succeeds: The nontechnical
aspects of a technology can dominate.
Once an infrastructure gets established, it is difficult to change. Even
when it is clear that new methods would provide superior results, the
old ways linger on, for they are so deeply embedded into the culture of a
society, so deeply ingrained in the ways that people have learned to live,
work, and play, that change can take place only very slowly, sometimes
taking decades.
There is a better way, a world of information appliances. The
task, then, is to look carefully at the alternatives. Examine information
appliances. Examine just why the personal computer is so complex.
We cannot forget the lessons of history: The best products do not
always succeed. Social, cultural, and organizational factors can predominate
over technological advances. Nonetheless, the world of
technology today is far too complex; there has to be a better way. And
there is.
Let us begin by examining the way market forces affect the life cycle
of a product. At different points in its life cycle, a product appeals to
very different market segments, who demand different attributes. As a
result, the way that a product is developed, designed, and marketed has
to change radically as a product moves from it early youth to maturity.
The nature of these changes tell us what needs to be done to move from
today's world of the personal computer to the power and simplicity of
information appliances.