UDS: He did NOT say that . . . did he?
For reasons mentioned in yesterday’s blog item, I’m not at the Ubuntu Developers Summit in Oakland. Oh, I could go up there and attend — it’s only 80 miles from the cozy confines of the Felton redwoods — but I value my life and I’d like to keep it, thank you very much.
This is not to say that I don’t hear about what’s going on there from friends, as well as from members of the Ubuntu Apocalypse, who are in attendance and are blogging, tweeting and communicating in some form or another (no smoke signals yet, sadly). I do hear a lot of what’s going on, and I thank everyone for posting the updates.
Of all the gems from yesterday’s presentations, which featured The Mark but not in a black turtleneck and jeans (I lose that bet), there is one quoted by a Web site called OMG Ubuntu where Canonical’s Chris Kenyon announced at UDS yesterday that Ubuntu is on course to ship on 5 percent of the world’s PCs next year.
Honestly? I hope this happens. Honestly? I think there’s a better chance of a squadron of pigs flying in formation over me while I set a world’s record for the 100-yard dash just before giving birth. To triplets.
Let’s put aside the fact that this is a significant backpedal from The Mark’s prediction that there are going to be 20 million new Ubuntu users this year. I’m going to let others handle that routine grounder.
Some are willing to move the goalposts for Canonical in order for them to succeed. A valid viewpoint there, though one with which I don’t agree. Pull the goalie if you want — I’m even willing to give that issue a pass as well.
I’m going to travel the more reasonable route, simply questioning their sanity, casting a suspicious eye at their motives and, most importantly, wondering aloud about their metrics. Rather, I’m going to rage against the machine, as I often do, and let a voice of reason, Jef Spaleta, drive here. In a post on my Facebook page relating to the OMG! Ubuntu article I posted, Jef makes the following astute observation on why this is not a “clear win” with these few paragraphs:
“Larry, Ship does not mean sold…generally speaking. And I have pretty much no information on China and India and other emerging markets. They could really have an upward trend there..but its not exactly easy to try to verify even in a ballpark sense.
“The real question I have is: If they did ship as many as they say last year… why isn’t that enough revenue to be self-sustaining? And if they get to 5% next year… will that be enough revenue to be self-sustaining at present expense levels? There OEM partners are going to throw them under the bus as soon as Canonical needs to start passing costs on to OEMs instead of eating them.
“I fear they continue to focus on the wrong metrics. Hitting 5% and not having a sustainable business model to service that growth is classic boom/bust business. Do OEMs value Ubuntu enough to pay an equitable share of the cost of its development? So far its not clear that the answer to that is yes. And until its clearly yes… this is not a clear win. The bigger Canonical gets and the longer this drags on, while servicing red ink there ledger, the harder it will be for them to steer the ship off the rocks.”
Well said, Jef.
OK folks in Oakland: Keep having fun and enjoy the Kool-Aid.
(Larry Cafiero is one of the founders of the Lindependence Project and develops business software at Redwood Digital Research, a consultancy that provides true FOSS solutions — which no longer includes Canonical/Ubuntu products — in the small business and home office environment.)