McNealy: Aussies need a niche
BY SIMON VANDORE
Summary Description The Sun boss said Australia
should specialise in one area of the new economy, and announced
plans for $50 million in local investment.
Introduction
Sun CEO Scott McNealy believes Australia lacks a clear identity
in the high-tech world.
Body
"Australia needs a digital tagline," the billionaire
said while delivering yesterday's National Press Club Telstra
Address in Canberra.
Just as the US has Silicon Valley and Scandinavia is a centre for
wireless technology, Australia could improve its standing in the
new economy by becoming known for something, McNealy said. Money
market commentators have pointed to Australia's image as a
primary producer with a lack of new industry as one reason for
our flagging dollar, a point highlighted by a critical
International Monetary Fund report last week.
McNealy suggested Australia could try to become the digital media
capital of the world, as it is already home to huge media empires
like News Ltd and PBL. Initiatives such as an annual conference
on digital media and enticements for digital media companies to
invest locally would be a good start.
The post-Olympics image of Sydney would help, McNealy said,
describing the city as "a warmer San Francisco" which
would be very attractive to Americans.
"You should all be doing a brain drain on the rest of
us," he said.
However, capital gains tax is still a disincentive and the total
cost of capital in Australia needs to come down, he said. He
compared Australia to Ireland, where tax breaks for investors
have led to a technology boom with very low unemployment. Both
countries had the advantage of English as a first language and an
attractive lifestyle.
Balance required
On the other hand, McNealy warned that it would be a mistake to
go too far in one direction.
"You can't be all clicks and you can't be all bricks,"
he said. "Can you get the Australian industry to go
clickster too? Not to drop the bricks."
McNealy announced that Sun will be investing $US50 million in
venture capital divided between Australia, Japan, New Zealand,
Korea and Taiwan, through its new Asia Pacific Venture Investment
Program which will ultimately invest about $US250 million thanks
to additional funds from partner companies.
He also announced that Sun would be selecting three Australian
schools to receive $400,000 of equipment each, including a Sun
Ultrasparc server and 100 SunRay (thin client) devices.
Humorous criticisms of Microsoft were a feature of McNealy's
speech. He cited examples of Windows program bloat and claimed
that if an army were to receive attack orders electronically, the
word 'attack' would fill 48 bits in email, 256 bits in HTML,
90,112 bits in Microsoft Word and 268,045 bits in PowerPoint. Use
of the latter program has been banned within Sun.
McNealy described Microsoft's .Net strategy as "an
all-encompassing hairball" that nobody understands, claiming
that Intel's recent earnings warning and Microsoft's antitrust
problems are signs of a change in the market.
"What you're seeing here is that the Wintel thing has
stalled," he said, describing Microsoft as 'convicts'.
McNealy said the real solutions lie in ASCII, HTML, XML and Java.
He approves of the growth in Linux, though he insisted it was
just Unix. Sun, he said, is actually the number one Linux company
in the world due to its Solaris expertise.
Broadband woes
However, McNealy agreed with Bill Gates' comments that Australia
needs cheaper and more widely available broadband access, because
the return on investment is significant.
"It's much easier to do telemedicine than to build a
hospital in the bush," he said.
"The Internet is totally underhyped," McNealy said,
claiming that everyone in the world, including Sun, is hopelessly
behind in exploiting the benefits of 'internetworking'. He
advocates closing down postal services in favour of email and
retraining postal workers in new economy roles, though he said
this would never happen due to unionised labour.
Spot markets such as eBay are more efficient means of ecommerce
than pricelists, he said, and he encourages the adoption of this
model for other trade. A car should be able to broadcast
"tank is empty" to nearby petrol stations and direct
the driver to the cheapest offer, he said.
McNealy also continued a long-standing attack on concerns over
online privacy, repeating his claim that consumers are already
without it.
"Privacy has never been absolute," he said.
"People get out of control, hysterical in their attitude to
privacy."
"You want an ambulance driver to tap into your medical
records," McNealy said. "I think information is good.
As long as you have a population in a democracy that's paying
attention."
Finally, McNealy expressed concern over rising oil prices and
interest rates, which he said currently present big risks to the
health of the world economy. However, he is satisfied in his own
career.
"I'm not going to do another startup," he said.
"I'm not going to make the senior [PGA golf] tour
either."