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SAP CEO: Not more, but smarter IT investments







SAP CEO: Not more, but smarter IT
investments

SAP CEO: Not more, but smarter IT
investments
01/28/2004 12:06 AM

DÜSSELDORF, GERMANY - Accepting the idea that many businesses aren't prepared to spend more on enterprise application software, Germany's SAP AG aims to help them spend smarter.




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SAP CEO: Not more, but smarter IT investments

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When I look up Technorati on Technorati today, the top results (e.g. Michael Fioritto, paid Content, Om Malik, and John Battelle) carry news that we've received venture funding. Some of you may wonder why we generally don't bother talking about investment stuff. Isn't it news, after all?

Making a big deal about VC investments is unnecessary, it seems to me. One of the biggest reasons for the dot-com crash was an imbalance of attention: far too much on investments, and far too little on building real businesses with those investments. In a sane and sober business environment, the proper ratio should be completely customer-focused.

In our case, we're putting our investments to work building infrastructure and providing service to a population that's growing at an explosive rate. Frankly, we'd rather talk about that than about the money others have invested in us. Right now our staff is just thirteen people, all sprinting a marathon. As you probably know, our struggles have been no secret. My last two posts were about those problems and what we've done to get past them. We'll have more problems, I'm sure. (Esther Dyson says "Always make new mistakes.") But I also think we've made good progress, especially considering the steepness of the hill we've chosen to climb.

Perception is often a trailing indicator. That's how I regard remarks like Michael Fioritto's "Maybe now the site will start working, for a change..." That change came several weeks ago. Technorati's performance is far from ideal; but it is improving. Please keep banging on it and let us know how we're doing and what we can do better. That's the kind of investment that helps the most.


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Something I noticed over the last few weeks is that I've started to receive spam that is way more targeted than before. In what sense?

Well, let's say this: I'm getting spam that not only knows my full name, but also my address. Okay, not my current address, but I've already gotten spam that explictly mentions both my New York address (from 5+ years ago) and my SF Bay address (from 2+ years ago). This is bad, not only they know my email address, but they also know where I live(d)! Yes, we know that with time and money you can get a lot of information on anyone, but this has to be done automatically and massively, or otherwise it wouldn't be a practical option for spammers.

Clearly, one way this could happen is if someone (say, buy.com) has been selling their customer information. Since I usually take care of buying online only when my privacy is more or less protected, this is unlikely, though certainly possible.

There's a more likely way in which this connection was made: Google.

Google not only knows the web, it also knows other information... like phone numbers (at least in the US). Jon mentioned this some time ago.

A spambot to get "connected information" would work like this. Say you write an automated script to go through phone numbers on Google. Then the script takes the address data and the person's name, and then googles the person's name. It takes the first few results (or maybe only the first one) and scans the resulting pages to match an email's name to the person's name. Sure, this won't be 100% correct, but spammers don't care about that. And Google's reach makes it reasonable to think that you'd have a reasonably high hit rate. You could even write a program that uses the GoogleAPI for it.

Sure, we could say, as Scott McNealy does, that "you're privacy is gone, get over it". Even if you don't agree with that statement (and I don't, at least I want to resist it!), this is nevertheless disturbing. And the question that follows is: does Google have any responsibility for this? They'd probably say that they're providing a service by integrating yellow pages information, which would be true.

I'm not picking on Google, rather Google is the example here because of its reach and pervasiveness, but I'm sure that similar things can be done with other search engines and if not it won't be long before you can. Can we fix this at all? If so, how?

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SAP CEO: Not more, but smarter IT investments

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