I’m starting to work on some new projects and it seems like all the cool kids have moved onto Arduino-based designs, probably because of the open nature of Arduino.

So I’ve ordered a handful of test kits from Adafruit, Sparkfun and Maker Shed seem to have a lot of nice products too. 

Arduino programming is C-like which seems like a bit of a step back, I wish I could use something more like Python.

And it was great for end users. Not only because it drove system costs down, but it also created a rich market of add-on products — everyone could mix and match hardware to create their optimal system, whether they cared about cost or performance or maintainability or upgradability or whatever. Corporations could spec out and build standard low cost machines, enthusiasts could build super-tweaked machines, verticals could build out specialty machines, all on the same open hardware platform.

In the last 15 years, though, the market has shifted dramatically towards the laptop form factor. This shift has been a relative disaster for MSFT. The industry has moved away from an open hardware chassis with mix-and-match components, to closed tightly-engineered all-in-one machines. This shift has played to Apple’s strengths in design and integration and has negated many of the benefits of the PC ecosystem. The PC industry is still struggling to figure out how to regain design and profit momentum — Intel’s Ultrabook effort being the latest scheme. But the Ultrabook is just a direct response to the MacBook, it does nothing to recapture the open hardware experience of the 90s.

The open hardware community still exists in various forms, but is no longer focused on the PC platform and is not much of an asset for MSFT. Enthusiasts still build PCs, mostly for gaming — Maximum PC for instance has a good guide to components, Newegg is the place to buy. But this isn’t mainstream any more. The “maker” community is vibrant but is focused on other platforms largely — Arduino, the Kickstarter community, etc. The vibe and energy around open hardware is great, but it is no longer tied to the PC experience and is no longer an asset for MSFT.

MSFT has always been great at chasing taillights and is hard at work supporting the Ultrabook, competing with the Apple stores at retail, pushing Windows Phone, etc. But chasing Apple’s taillights results in products that are more and more like Apple’s — fully integrated hardware/software/services, a captive retail experience. MSFT has to do all this, the mainstream of the market is here, but there is nothing distinctive about the resultant products and experience. The Ultrabook/Windows/Microsoft Store products may equal the Apple experience, and may offer users a few more choices of hardware brands (does anyone care?), but the experience won’t stand out. Necessary work but not sufficient to recapture thought leadership in the market — at the end of the day, MSFT will be able to claim parity but no more than that.

If I was in a leadership role at MSFT, I’d invest in strategies to recreate the open hardware platform dynamic around the Windows platform. It is not obvious how to do so with the laptop and tablet as the mainstream platform, but I would spend $100s of millions trying. MSFT clearly has the cash to spend on new frontiers and new adventures, a couple hundred million on an effort to change the basis of competition in the PC market seems like a wise bet, even if it fails.

How about putting a “maker’s corner” in every retail store with modified cases and modified machines, maybe even workshops? Get the energy of the PC gaming community into the store, let people see this energy. How can the laptop design be modified to support add on hardware — super high speed optical expansion busses, wireless high speed expansion busses, novel expansion chassis ideas? Sifteo cubes are kind of cool, can this idea be used to provide hardware extensions to laptops? Are there other ways to “snap on” hardware to extend the laptop or tablet, using bluetooth or induction or other mechanisms? Can MSFT seed the maker community with funds or tools? Can MSFT embrace Arduino somehow, or Kickstarter? Could the PC be the hub for thousands of Arduino-based sensors and actuators and gadgets? These ideas are all admittedly poorly thought out, and I am not sure any one idea is right, or if any will work.

But I would spend a lot of money chasing after any idea that would move away from closed all-in-one hardware designs, and I would experiment with many ways to reinject open hardware dynamics back into the PC/tablet market. Ultrabook is not this — it is a fine and adequate taillight chaser, but it won’t shift competitive balance back in MSFT’s favor.

This is not the only reason for MSFT’s stagnation in the last decade, there are many other aspects to consider, but the dwindling of the open hardware ecosystem has been a loss of MSFT. For another take on Apple’s success against MSFT in the last decade, check out Rich’s analysis – the observations about vertical vs horizontal integration ring true.

I remember back in my first job, working on automotive electronics strategies, someone asked me “how small can a CD player be” and to me it was clear — size would be dominated by the media and the controls, not by the internal electronics.

When we started buying PCs and TVs and cellphones and other gadgets, their sizes were dominated by internal considerations — tubes and motherboards and drives and power supplies and electronics and antennas and all kinds of crud. And we are still in the last stages of this — desktop computers are still big boxy things, many laptops are big chunky things. But thanks to Moore’s law, the electronics are in the last stages of disappearing, and with them the big clunky power supplies, and awkward big antennas, spinning disks, etc. The gadgets we carry will have their sizes driven by human interaction needs, and those damn batteries (getting batteries down in size/weight is a hard problem).

Which is why I think questions like “Which will win, the Kindle or iPad”, or “Will the iPad replace notebooks” are ultimately not very interesting. When gadgets all are lightweight and no bigger than they have to be, and electronics are basically free, and connectivity is ubiquitous, you’ll carry all kinds of these things around or have them in your house and not worry about it, just like we never worried about books vs magazines vs newspapers.

Or maybe it is for the couch at home. But usually I again need to run real software. So what is this thing for?

So I only ordered one. 

• I still have to carry my iPhone around because I need to make calls. Actually the iPad could free me to switch to a better phone/carrier without having to lose my apps…
• I still have to carry my MacBook around. I use real software, Aperture and MatLab and Mathematica and Photoshop and Word. With big datasets, complicated docs, etc. The limited iPad apps don’t cut it.
• So am I really going to carry around another largish device? Hmm.
• I do carry the Kindle2 around but it is a lot smaller and I get 2-3 weeks of battery life. That is the beauty of a point device.

So I am not really sure what the iPad does for me. But I am sure I will try.

All the “Amazon is dead” talk I find misguided. A, if you are a heavy book reader, the iPad is not superior — battery life, library size, readability are all Kindle advantages. B, Amazon is not stupid, you can read Kindle books on the iPad. C, the Amazon store may not be as cute as Apple’s book thing but it is way more functional. Amazon will be fine even if the Kindle hardware fades away.

• Cases. Very different choices. Air cooling for both, we’ve had 3-4 liquid-cooled systems. Liquid cooling looks awesome with the right fluids and lights, but — another maintenance hassle; sometimes catastrophic failures; and they just aren’t any quieter really.
  • First system is an Antec 1200. Classic full tower case, tons of drive bays, tons of fans, full complement of front panel ports. Nice clear sides, some cool interior lighting. Nice looking final system, but a little time consuming to pull together — particularly all the cable connections for fans and front panel connectors. But looks nice complete.
  • Second system is built around a High Speed PC Tech Station. An open, “caseless” system, super easy and quick to assemble, and gives nice open access to all elements of the system. The finished product looks messy but that is part of the appeal. No protection from the elements either. Massively faster to assemble tho.
• Motherboards. The Antec has an ASUS P6X58D and this is a great board — USB3, SATA3, designed for overclockers. Probably should have gotten this board for both systems. The second has an ASRock X58 which is fine and a little cheaper but lacks the USB3 and SATA3 support. For the price-difference, probably should have goen with the more future-proof board. Both boards seem pretty equivalent otherwise.
• Processors. Intel i7-920 2.66Ghz quad-core on both. Not the most expensive but overclockable. On the first PC with the Antec case, we installed a higher capacity cooler for overclocking support — a noname generic cooler but something like this one that we picked up at a the local parts store.
• RAM. 6GB of Corsair Dominator Triple Channel ram (3×2GIG) on both systems. Pretty easy to install, tho absolutely no documentation on the fan, but there was really only one way to try to install it and it seemed to work.
• Power supplies. The Antec has an OCZ 1000W. This is a solid supply with tons of connectors, certainly good enough for nearly any system. But the Enermax Galaxy 1250W is super nice because of the modular cable system — you only attach the power connectors you actually need. Cuts down massively on cable clutter, particularly helpful for the caseless system. I’d go with modular supplies every time in the future.
• Hard drives. Both machines have 2 1.5TB WD Caviar drives, 7200 RPM. Nothing fancy, amazing how cheap drives have become. Considered faster drives but they contribute to noise and, based on past experience with 10K rpm drives, not clear they add that much performance.
• DVD/Blue Ray drives. Not having strong opinions on drive vendors (partly because I’ve had bad drives from every vendor in the past), we scattered out purchases around here. Both systems have the same bluray drive — an LG drive. One system then has a Samsung DVD burner, the other a Pioneer.
• Removeable media. Both systems have a 17-in-1 Sony memory card reader. Neither has a floppy, thank goodness Windows install doesn’t need that anymore.
• Video cards. OK we really wanted Radeon 5970s but these are mythical. The 5870s are near-mythical, almost like unicorns. But they are findable on ebay for near MSRP and that is the route we went. Expect to pay $500 or so. Standard ebay warnings apply — look for vendors with long selling histories, flawless reputations, US-based, etc. We had no problems. The caseless system also has a second card, a 5770, the goal is to be able to run directx games on one display while running other apps on the other card, I’m not convinced this is actually possible.
• Software. Win7 ultimate, from MS Company Store for $50. Worth renewing my alumni membership for this. Installed easily, 64bit on both. Unlike vista, this version really seems to work and driver software seems plentiful. The experience isn’t flawless — IE hung when downloading the latest ATI drivers and we had to use opera/chrome/firefox; and the homegroup network UI is ill-considered at best, the networking UI is basically awful. Inventing funky abstractions like homegroups and libraries isn’t that helpful, lipstick on a pig. I just want to see the machines and devices on my network as a first step, is that so hard?
• Other software. Opera, Chrome, Firefox, Acrobat, Steam (with COD4, L4D2), Zune, Office10Beta, FileZilla, Tunebite all installed fairly quickly.

Machines both running well and seem to be happy so far. What do we still want?

• SSD drives. Also near mythical, impossible to find. Will have to add these post holidays.
• 5970 video cards.
• A desktop power switch for the caseless system. With no case, there is no obvious power and reset button, just little switches on the motherboard. One idea is to switch to a PS2 keyboard and enable powerup from keyboard in the BIOS.