Lies, Damn Lies, and Mispeakings

By Tim Dickinson

The Hillary camp is now saying that the candidate simply mispoke in concocting an elaborately detailed Bosnian war story of sniper fire and corkscrew maneuvers and running, heads down to armored vehicles.

Balderdash.

Hillary is a habitual teller of tall tales. She’s far worse than Al Gore ever was.

Let us not forget that she long claimed to be named after Sir Edmund Hillary, long after it was pointed out that Edmund was an anonymous beekeeper in New Zealand at the time of her birth, when, she long claimed, her mother read a news clipping of Eddie’s exploits and gave his name to a daughter who was also destined for great heights. (Shortly before she jumped into presidential politics, Hillary kinda sorta fessed up that this just wasn’t true.)

And then there’s this idea that Clinton, in 1975, attempted to become one of the Few. The Proud. The Marines. Right after moving to Arkansas and marrying Bill. Really, I’m not making this up.

But she may well have been.

Hillary claims she was turned away for being a bespectacled woman. Not entirely improbable. But fishy, because it’s almost identical to another mythical tale from her childhood, in which Clinton says she wrote away to NASA, asking what it would take for her to become an astronaut, only to have her childhood hopes dashed by the sexist culture of the space program.

I for one am less troubled by the fact that the senator is a teller of parables and tall tales, than by the fact that she cannot, for the life of her, admit fault.

She didn’t misspeak.

She was caught in a whopper. Perhaps several.

Don’t compound the error with double talk.

It’s time to fess up.

XM / Sirius Merger Approved

3-24-08-xm

Looks like that seemingly-desperate two month extension XM and Sirius gave each on the merger agreement paid off after all -- federal regulators have finally approved the $5B deal. The Department of Justice's Antitrust Division says that after "thorough and careful review" (we'll say -- it's been over a year), it's determined that allowing the two satellite radio companies to merge "is not likely to harm consumers." The deciding factor appeared to be the proprietary hardware needed to receive both XM and Sirius; since consumers who shell out aren't likely to switch, the DOJ doesn't think the marketplace is all that competitive to begin with, which makes the impact of a merger relatively small. In fact, the DOJ says the merger could actually benefit consumers, who might see lower prices as the result of more efficient operations, broader programming options, and faster rollouts of new technology.

Of course, it's not quite all over yet -- the FCC's approval is yet to come following its own historic delay and NAB's rabble-rousing, but most analysts say the FCC will follow the Justice Department's lead and approve the merger as well. Now the big question: will consumers be able to use their existing radios to get all the stations or not? We'll let you know -- we're trying to find out all we can.

Actual DOJ Press Release

Statement of the Department of Justice Antitrust Division on its Decision to Close its Investigation of XM Satellite Radio Holdings Inc.'s Merger with Sirius Satellite Radio Inc.
Evidence Does Not Establish that Combination of Satellite Radio Providers Would Substantially Reduce Competition

WASHINGTON - The Department of Justice's Antitrust Division issued the following statement today after announcing the closing of its investigation into the proposed merger of XM Satellite Radio Holdings Inc. with Sirius Satellite Radio Inc.:

"After a careful and thorough review of the proposed transaction, the Division concluded that the evidence does not demonstrate that the proposed merger of XM and Sirius is likely to substantially lessen competition, and that the transaction therefore is not likely to harm consumers. The Division reached this conclusion because the evidence did not show that the merger would enable the parties to profitably increase prices to satellite radio customers for several reasons, including: a lack of competition between the parties in important segments even without the merger; the competitive alternative services available to consumers; technological change that is expected to make those alternatives increasingly attractive over time; and efficiencies likely to flow from the transaction that could benefit consumers.

"The Division's investigation indicated that the parties are not likely to compete with respect to many segments of the satellite radio business even in the absence of the merger. Because customers must acquire equipment that is specialized to the satellite radio service to which they subscribe, and which cannot receive the other provider's signal, there has never been significant competition for customers who have already subscribed to one or the other service. For potential new subscribers, past competition has resulted in XM and Sirius entering long-term, sole-source contracts that provide incentives to all of the major auto manufacturers to install their radios in new vehicles. The car manufacturer channel accounts for a large and growing share of all satellite radio sales; yet, as a result of these contracts, there is not likely to be significant further competition between the parties for satellite radio equipment and service sold through this channel for many years. In the retail channel, where the parties likely would continue to compete to attract new subscribers absent the merger, the Division found that the evidence did not support defining a market limited to the two satellite radio firms that would exclude various alternative sources for audio entertainment, and similarly did not establish that the combined firm could profitably sustain an increased price to satellite radio consumers. Substantial cost savings likely to flow from the transaction also undermined any inference of competitive harm. Finally, the likely evolution of technology in the future, including the expected introduction in the next several years of mobile broadband Internet devices, made it even more unlikely that the transaction would harm consumers in the longer term. Accordingly, the Division has closed its investigation of the proposed merger."

ANALYSIS

During the course of its investigation, the Division reviewed millions of pages of documents, analyzed large amounts of data related to sales of satellite radios and subscriptions for satellite radio service, and interviewed scores of industry participants.

Extent of Likely Future Competition between XM and Sirius

The Division's analysis considered the extent to which the two satellite radio providers compete with one another. Although the firms in the past competed to attract new subscribers, there has never been significant competition between them for customers who have already subscribed to one or the other service and purchased the requisite equipment. Also, competition for new subscribers is likely to be substantially more limited in the future than it was in the past.

As to existing subscribers, the Division found that satellite radio equipment sold by each company is customized to each network and will not function with the other service. XM and Sirius made some efforts to develop an interoperable radio capable of receiving both sets of satellite signals. Depending on how such a radio would be configured, it could enable consumers to switch between providers without incurring the costs of new equipment. The Division's investigation revealed, however, that no such interoperable radio is on the market and that such a radio likely would not be introduced in the near term. For example, in the important automotive channel, such a radio could not be introduced in the near term due to the engineering required to integrate radios into new vehicles. The need for equipment customized to each network means that in order to switch from XM to Sirius, or vice versa, a subscriber would have to purchase new equipment designed for the other service. In the case of a factory-installed car radio, switching satellite radio providers would have the additional disadvantage of requiring an aftermarket radio that would be less integrated into the vehicle's systems. Data analyzed by the Division confirmed that subscribers rarely switch between XM and Sirius.

As to new subscribers, XM and Sirius sell satellite radios and service primarily through two distribution channels: (1) car manufacturers that install the equipment in new cars and (2) mass-market retailers that sell automobile aftermarket equipment and other stand-alone equipment. Car manufacturers account for an increasingly large portion of XM and Sirius sales, and the parties have focused more and more of their resources on attracting subscribers through the car manufacturer channel. Historically, XM and Sirius engaged in head-to-head competition for the right to distribute their products and services through each car company. As a result of this competitive process, XM and Sirius have provided car manufacturers with subsidies and other payments that indirectly reduce the equipment prices paid by car buyers to obtain a satellite radio. However, XM and Sirius have entered into sole-source contracts with all the major automobile manufacturers that fix the amount of these subsidies and other pertinent terms through 2012 or beyond. Moreover, there was no evidence that competition between XM or Sirius beyond the terms of these contracts would affect customers' choices of which car to buy. As a result, there is not likely to be significant competition between XM and Sirius for satellite radio equipment and service sold through the car manufacturer channel for many years.

The Division's investigation identified the mass-market retail channel as an arena in which XM and Sirius would compete with one another for the foreseeable future. Both XM and Sirius devote substantial effort and expense to attracting subscribers in this arena, with both companies offering discounts, most commonly in the form of equipment rebates, to attract consumers. Retail channel sales have dropped significantly since 2005, and the parties contended that the decline was accelerating. However, retail outlets still account for a large portion of the firms' sales, and the Division was unable to determine with any certainty that this channel would not continue to be important in the future.

Effect on Competition in the Retail Channel

Because XM and Sirius would no longer compete with one another in the retail channel following the merger, the Division examined what alternatives, if any, were available to consumers interested in purchasing satellite radio service, and specifically whether the relevant market was limited to the two satellite radio providers, such that their combination would create a monopoly. The parties contended that they compete with a variety of other sources of audio entertainment, including traditional AM/FM radio, HD Radio, MP3 players (e.g., iPods®), and audio offerings delivered through wireless telephones. Those options, used individually or in combination, offer many consumers attributes of satellite radio service that they may find attractive. The parties further contended that these audio entertainment alternatives were sufficient to prevent the merged company from profitably raising prices to consumers in the retail channel – for example, through less discounting of equipment prices, increased subscription prices, or reductions in the quality of equipment or service.

The Division found that evidence developed in the investigation did not support defining a market limited to the two satellite radio firms, and similarly did not establish that the combined firm could profitably sustain an increased price to satellite radio consumers. XM and Sirius seek to attract subscribers in a wide variety of ways, including by offering commercial-free music (with digital sound quality), exclusive programming (such as Howard Stern on Sirius and "Oprah & Friends" on XM), niche music formats, out-of-market sporting events, and a variety of news and talk formats in a service that is accessible nationwide. The variety of these offerings reflects an effort to attract consumers with highly differentiated interests and tastes. Thus, while the satellite radio offerings of XM and Sirius likely are the closest substitutes for some current or potential customers, the two offerings do not appear to be the closest substitutes for other current or potential customers. For example, a potential customer considering purchasing XM service primarily to listen to Major League Baseball games or one considering purchasing Sirius service primarily to listen to Howard Stern may not view the other satellite radio service, which lacks the desired content, as a particularly close substitute. Similarly, many customers buying radios in the retail channel are acquiring an additional receiver to add to an existing XM or Sirius subscription for their car radio, and these customers likely would not respond to a price increase by choosing a radio linked to the other satellite radio provider. The evidence did not demonstrate that the number of current or potential customers that view XM and Sirius as the closest alternatives is large enough to make a price increase profitable. Importantly in this regard, the parties do not appear to have the ability to identify and price discriminate against those actual or potential customers that view XM and Sirius as the closest substitutes.

Likely Efficiencies

To the extent there were some concern that the combined firm might be able profitably to increase prices in the mass-market retail channel, efficiencies flowing from the transaction likely would undermine any such concern. The Division's investigation confirmed that the parties are likely to realize significant variable and fixed cost savings through the merger. It was not possible to estimate the magnitude of the efficiencies with precision due to the lack of evidentiary support provided by XM and Sirius, and many of the efficiencies claimed by the parties were not credited or were discounted because they did not reflect improvements in economic welfare, could have been achieved without the proposed transaction, or were not likely to be realized within the next several years. Nevertheless, the Division estimated the likely variable cost savings – those savings most likely to be passed on to consumers in the form of lower prices – to be substantial. For example, the merger is likely to allow the parties to consolidate development, production and distribution efforts on a single line of radios and thereby eliminate duplicative costs and realize economies of scale. These efficiencies alone likely would be sufficient to undermine an inference of competitive harm.

Effect of Technological Change

Any inference of a competitive concern was further limited by the fact that a number of technology platforms are under development that are likely to offer new or improved alternatives to satellite radio. Most notable is the expected introduction within several years of next-generation wireless networks capable of streaming Internet radio to mobile devices. While it is difficult to predict which of these alternatives will be successful and the precise timing of their availability as an attractive alternative, a significant number of consumers in the future are likely to consider one or more of these platforms as an attractive alternative to satellite radio. The likely evolution of technology played an important role in the Division's assessment of competitive effects in the longer term because, for example, consumers are likely to have access to new alternatives, including mobile broadband Internet devices, by the time the current long-term contracts between the parties and car manufacturers expire.

The Division's Closing Statement Policy The Division provides this statement under its policy of issuing statements concerning the closing of investigations in appropriate cases. This statement is limited by the Division's obligation to protect the confidentiality of certain information obtained in its investigations. As in most of its investigations, the Division's evaluation has been highly fact-specific, and many of the relevant underlying facts are not public. Consequently, readers should not draw overly broad conclusions regarding how the Division is likely in the future to analyze other collaborations or activities, or transactions involving particular firms. Enforcement decisions are made on a case-by-case basis, and the analysis and con clusions discussed in this statement do not bind the Division in any future enforcement actions. Guidance on the Division's policy regarding closing statements is available at: http://www.usdoj.gov/atr/public/guidelines/201888.htm.

The Street on Welfare

By E. J. Dionne Jr.

Tuesday, March 18, 2008; Page A19 Never do I want to hear again from my conservative friends about how brilliant capitalists are, how much they deserve their seven-figure salaries and how government should keep its hands off the private economy.

The Wall Street titans have turned into a bunch of welfare clients. They are desperate to be bailed out by government from their own incompetence, and from the deregulatory regime for which they lobbied so hard. They have lost "confidence" in each other, you see, because none of these oh-so-wise captains of the universe have any idea what kinds of devalued securities sit in one another's portfolios.

So they have stopped investing. The biggest, most respected investment firms threaten to come crashing down. You can't have that. It's just fine to make it harder for the average Joe to file for bankruptcy, as did that wretched bankruptcy bill passed by Congress in 2005 at the request of the credit card industry. But the big guys are "too big to fail," because they could bring us all down with them.

Enter the federal government, the institution to which the wealthy are not supposed to pay capital gains or inheritance taxes. Good God, you don't expect these people to trade in their BMWs for Saturns, do you?

In a deal that the New York Times described as "shocking," J.P. Morgan Chase agreed over the weekend to pay $2 a share to buy all of Bear Stearns, one of the brand names of finance capitalism. The Federal Reserve approved a $30 billion -- that's with a "b" -- line of credit to make the deal work.

I don't fault Ben Bernanke, the Fed chairman, for being so interventionist in trying to save the economy. On the contrary, Bernanke deserves credit for ignoring all the extreme free-market bloviation. He doesn't want the economy to collapse on his watch, so he is willing to violate all the conservatives' shibboleths about the dangers of government intervention. As a voter once told the legendary political journalist Richard Rovere: "Sometimes you have to forget your principles to do what's right."

But if this near meltdown of capitalism doesn't encourage a lot of people to question the principles they have carried in their heads for the past three decades or so, nothing will.

We had already learned the hard way -- in the crash of 1929 and the Depression that followed -- that capitalism is quite capable of running off the rails. Franklin Roosevelt's New Deal was a response to the failure of the geniuses of finance (and their defenders in the economics profession) to realize what was happening or to fix it in time.

As the economist John Kenneth Galbraith noted of the era leading up to the Depression, "The threat to men of great dignity, privilege and pretense is not from the radicals they revile; it is from accepting their own myth. Exposure to reality remains the nemesis of the great -- a little understood thing."

But in the enthusiasm for deregulation that took root in the late 1970s, flowered in the Reagan era and reached its apogee in the second Bush years, we forgot the lesson that government needs to keep a careful watch on what capitalists do. Of course, some deregulation can be salutary, and the market system is, on balance, a wondrous instrument -- when it works. But the free market is just that: an instrument, not a principle.

In 1996, back when he was a Republican senator from Maine, William Cohen told me: "We have been saying for so long that government is the enemy. Government is the enemy until you need a friend."

So now the bailouts begin, and Wall Street usefully might feel a bit of gratitude, perhaps by being willing to have the wealthy foot some of the bill or to acknowledge that while its denizens were getting rich, a lot of Americans were losing jobs and health insurance. I'm waiting.

Martian Headsets

This item ran on the Joel on Software homepage on Monday, March 17, 2008


You’re about to see the mother of all flamewars on internet groups where web developers hang out. It’ll make the Battle of Stalingrad look like that time your sister-in-law stormed out of afternoon tea at your grandmother’s and wrapped the Mustang around a tree.

This upcoming battle will be presided over by Dean Hachamovitch, the Microsoft veteran currently running the team that’s going to bring you the next version of Internet Explorer, 8.0. The IE 8 team is in the process of making a decision that lies perfectly, exactly, precisely on the fault line smack in the middle of two different ways of looking at the world. It’s the difference between conservatives and liberals, it’s the difference between “idealists” and “realists,” it’s a huge global jihad dividing members of the same family, engineers against computer scientists, and Lexuses vs. olive trees.

And there’s no solution. But it will be really, really entertaining to watch, because 99% of the participants in the flame wars are not going to understand what they’re talking about. It’s not just entertainment: it’s required reading for every developer who needs to design interoperable systems.

The flame war will revolve around the issue of something called “web standards.” I’ll let Dean introduce the problem:

All browsers have a “Standards” mode, call it “Standards mode,” and use it to offer a browser’s best implementation of web standards. Each version of each browser has its own Standards mode, because each version of each browser improves on its web standards support. There’s Safari 3’s Standards mode, Firefox 2’s Standards mode, IE6’s Standards mode, and IE7’s Standards mode, and they’re all different. We want to make IE8’s Standards mode much, much better than IE7’s Standards mode.

And the whole problem hinges on the little tiny decision of what IE8 should do when it encounters a page that claims to support “standards”, but has probably only been tested against IE7.

What the hell is a standard?

Don’t they have standards in all kinds of engineering endeavors? (Yes.)

Don’t they usually work? (Mmmm…..)

Why are “web standards” so frigging messed up? (It’s not just Microsoft’s fault. It’s your fault too. And Jon Postel’s (1943-1998). I’ll explain that later.)

There is no solution. Each solution is terribly wrong. Eric Bangeman at ars technica writes, “The IE team has to walk a fine line between tight support for W3C standards and making sure sites coded for earlier versions of IE still display correctly.” This is incorrect. It’s not a fine line. It’s a line of negative width. There is no place to walk. They are damned if they do and damned if they don’t.

That’s why I can’t take sides on this issue and I’m not going to. But every working software developer should understand, at least, how standards work, how standards should work, how we got into this mess, so I want to try to explain a little bit about the problem here, and you’ll see that it’s the same reason Microsoft Vista is selling so poorly, and it’s the same issue I wrote about when I referred to the Raymond Chen camp (pragmatists) at Microsoft vs. the MSDN camp (idealists), the MSDN camp having won, and now nobody can figure out where their favorite menu commands went in Microsoft Office 2007, and nobody wants Vista, and it’s all the same debate: whether you are an Idealist (”red”) or a Pragmatist (”blue”).

Let me start at the beginning. Let’s start by thinking about how to get things to work together.

What kinds of things? Anything, really. A pencil and a pencil sharpener. A telephone and a telephone system. An HTML page and a web browser. A Windows GUI application and the Windows operating system. Facebook and a Facebook Application. Stereo headphones and stereos.

At the point of contact between those two items, there are all kinds of things that have to be agreed, or they won’t work together.

I’ll work through a simple example.

Imagine that you went to Mars, where you discovered that the beings who live there don’t have the portable music player. They’re still using boom boxes.

You realize this is a huge business opportunity and start selling portable MP3 players (except on Mars they’re called Qxyzrhjjjjukltks) and compatible headphones. To connect the MP3 player to the headphones, you invent a neat kind of metal jack that looks like this:

Picture of a stereo headphone jack

Because you control the player and the headphone, you can ensure that your player works with your headphones. This is a ONE TO ONE market. One player, one headphone.

[1] to [1]

Maybe you write up a spec, hoping that third parties will make different color headphones, since Marslings are very particular about the color of things that they stick in their earlings.

...may not touch the connecting block f, an insulating washer g, is placed under the screw and washer h. The insulating washer is made large enough so that there will be no stray strands...


And you forgot, when you wrote the spec, to document that the voltage should be around 1.4 volts. You just forgot. So the first aspiring manufacturer of 100% compatible headphones comes along, his speaker is only expecting 0.014 volts, and when he tests his prototype, it either blows out the headphones, or the eardrums of the listener, whichever comes first. And he makes some adjustments and eventually gets a headphone that works fine and is just a couple of angstroms more fierce than your headphones.

More and more manufacturers show up with compatible headphones, and soon we’re in a ONE TO MANY market.

[1] to [many]

So far, all is well. We have a de-facto standard for headphone jacks here. The written spec is not complete and not adequate, but anybody who wants to make a compatible headphone just has to plug it into your personal stereo device and test it, and if it works, all is well, they can sell it, and it will work.

Until you decide to make a new version, the Qxyzrhjjjjukltk 2.0.

The Qxyzrhjjjjukltk 2.0 is going to include a telephone (turns out Marslings didn’t figure out cell phones on their own, either) and the headphone is going to have to have a built-in microphone, which requires one more conductor, so you rework the connector into something totally incompatible and kind of ugly, with all kinds of room for expansion:

Completely different 25-conductor connector

And the Qxyzrhjjjjukltk 2.0 is a complete and utter failure in the market. Yes, it has a nice telephone thing, but nobody cared about that. They cared about their large collections of headphones. It turns out that when I said Marslings are very particular about the color of things that they stick in their ears, I meant it. Most trendy Marslings at this point have a whole closet full of nice headphones. They all look the same to you (red), but Marslings are very, very finicky about shades of red in a way that you never imagined. The newest high-end apartments on Mars are being marketed with a headphone closet. I kid you not.

So the new jack is not such a success, and you quickly figure out a new scheme:

Stereo jack with extra insulating ring on shaft allowing for 4 conductors instead of 3

Notice that you’ve now split the main shaft to provide another conductor for the microphone signal, but the trouble is, your Qxyzrhjjjjukltk 2.1 doesn’t really know whether the headset that’s plugged in has a mic or not, and it needs to know this so it can decide whether to enable phone calls. And so you invent a little protocol… the new device puts a signal on the mic pin, and looks for it on the ground, and if it’s there, it must be a three conductor plug, and therefore they don’t have a mic, so you’ll go into backwards compatibility mode where you only play music. It’s simple, but it’s a protocol negotiation.

It’s not a ONE-MANY market any more. All the stereo devices are made by the same firm, one after the other, so I’m going to call this a SEQUENCE-MANY market:

[1,2,3] to [MANY]

Here are some SEQUENCE-MANY markets you already know about:


  1. Facebook | about 20,000 Facebook Apps

  2. Windows | about 1,000,000 Windows Apps

  3. Microsoft Word | about 1,000,000,000 Word documents


There are hundreds of other examples. The key thing to remember is that when a new version of the left-hand device comes out, it has to maintain auto-backwards-compatibility with all the old right-hand accessories meant to work with the old device, because those old accessories could not possibly have designed with the new product in mind. The Martian headphones are already made. You can’t go back and change them all. It’s much easier and more sensible to change the newly invented device so that it acts like an old device when confronted with an old headphone.

And because you want to make progress, adding new features and functionality, you also need a new protocol for new devices to use, and the sensible thing to do is to have both devices negotiate a little bit at the beginning to decide whether they both understand the latest protocol.

SEQUENCE-MANY is the world Microsoft grew up in.

But there’s one more twist, the MANY-MANY market.

A few years pass; you’re still selling Qxyzrhjjjjukltks like crazy; but now there are lots of Qxyzrhjjjjukltk clones on the market, like the open source FireQx, and lots of headphones, and you all keep inventing new features that require changes to the headphone jack and it’s driving the headphone makers crazy because they have to test their new designs out against every Qxyzrhjjjjukltk clone which is costly and time consuming and frankly most of them don’t have time and just get it to work on the most popular Qxyzrhjjjjukltk 5.0, and if that works, they’re happy, but of course when you plug the headphones into FireQx 3.0 lo and behold they explode in your hands because of a slight misunderstanding about some obscure thing in the spec which nobody really understands called hasLayout, and everybody understands that when it’s raining the hasLayout property is true and the voltage is supposed to increase to support the windshield-wiper feature, but there seems to be some debate over whether hail and snow are rain for the purpose of hasLayout, because the spec just doesn’t say. FireQx 3.0 treats snow as rain, because you need windshield wipers in the snow, Qxyzrhjjjjukltk 5.0 does not, because the programmer who worked on that feature lives in a warm part of Mars without snow and doesn’t have a driver’s license anyway. Yes, they have driver’s licenses on Mars.

And eventually some tedious bore writes a lengthy article on her blog explaining a trick you can use to make Qxyzrhjjjjukltk 5.0 behave just like FireQx 3.0 through taking advantage of a bug in Qxyzrhjjjjukltk 5.0 in which you trick Qxyzrhjjjjukltk into deciding that it’s raining when it’s snowing by melting a little bit of the snow, and it’s ridiculous, but everyone does it, because they have to solve the hasLayout incompatibility. Then the Qxyzrhjjjjukltk team fixes that bug in 6.0, and you’re screwed again, and you have to go find some new bug to exploit to make your windshield-wiper-equipped headphone work with either device.

NOW. This is the MANY-MANY market. Many players on the left hand side who don’t cooperate, and SCRILLIONS of players on the right hand side. And they’re all making mistakes because To Err Is Human.

[MANY] to [MANY]

And of course this is the situation we find ourselves in with HTML. Dozens of common browsers, literally billions of web pages.

[MANY (web browsers)] - [MANY (web sites)]

And over the years what happens in a MANY-MANY market is that there is a hue and cry for “standards” so that “all the players” (meaning, the small players) have an equal chance to being able to display all 8 billion web pages correctly, and, even more importantly, so that the designers of those 8 billion pages only have to test against one browser, and use “web standards,” and then they will know that their page will also work in other browsers, without having to test every page against every browser.

[MANY (web browsers)] - A SINGLE STANDARD - [MANY (web sites)]

See, the idea is, instead of many-many testing, you have many-standard and standard-many testing and you need radically fewer tests. Not to mention that your web pages don’t need any browser-specific code to work around bugs in individual browsers, because in this platonic world there are no bugs.

That’s the ideal.

In practice, with the web, there’s a bit of a problem: no way to test a web page against the standard, because there’s no reference implementation that guarantees that if it works, all the browsers work. This just doesn’t exist.

So you have to “test” in your own head, purely as a thought experiment, against a bunch of standards documents which you probably never read and couldn’t completely understand even if you did.

Those documents are super confusing. The specs are full of statements like “If a sibling block box (that does not float and is not absolutely positioned) follows the run-in box, the run-in box becomes the first inline box of the block box. A run-in cannot run in to a block that already starts with a run-in or that itself is a run-in.” Whenever I read things like that, I wonder how anyone correctly conforms to the spec.

There is no practical way to check if the web page you just coded conforms to the spec. There are validators, but they won’t tell you what the page is supposed to look like, and having a “valid” page where all the text is overlapping and nothing lines up and you can’t see anything is not very useful. What people do is check their pages against one browser, maybe two, until it looks right. And if they’ve made a mistake that just happens to look OK in IE a nd Firefox, they’re not even going to know about it.

And their pages may break when a future web browser comes out.

If you’ve ever visited the ultra-orthodox Jewish communities of Jerusalem, all of whom agree in complete and utter adherence to every iota of Jewish law, you will discover that despite general agreement on what constitutes kosher food, that you will not find a rabbi from one ultra-orthodox community who is willing to eat at the home of a rabbi from a different ultra-orthodox community. And the web designers are discovering what the Jews of Mea Shearim have known for decades: just because you all agree to follow one book doesn’t ensure compatibility, because the laws are so complex and complicated and convoluted that it’s almost impossible to understand them all well enough to avoid traps and landmines, and you’re safer just asking for the fruit plate.

Standards are a great goal, of course, but before you become a standards fanatic you have to understand that due to the failings of human beings, standards are sometimes misinterpreted, sometimes confusing and even ambiguous.

The precise problem here is that you’re pretending that there’s one standard, but since nobody has a way to test against the standard, it’s not a real standard: it’s a platonic ideal and a set of misinterpretations, and therefore the standard is not serving the desired goal of reducing the test matrix in a MANY-MANY market.

DOCTYPE is a myth.

A mortal web designer who attaches a DOCTYPE tag to their web page saying, “this is standard HTML,” is committing an act of hubris. There is no way they know that. All they are really saying is that the page was meant to be standard HTML. All they really know is that they tested it with IE, Firefox, maybe Opera and Safari, and it seems to work. Or, they copied the DOCTYPE tag out of a book and don’t know what it means.

In the real world where people are imperfect, you can’t have a standard with just a spec–you must have a super-strict reference implementation, and everybody has to test against the reference implementation. Otherwise you get 17 different “standards” and you might as well not have one at all.

And this is where Jon Postel caused a problem, back in 1981, when he coined the robustness principle: “Be conservative in what you do, be liberal in what you accept from others.” What he was trying to say was that the best way to make the protocols work robustly would be if everyone was very, very careful to conform to the specification, but they should be also be extremely forgiving when talking to partners that don’t conform exactly to the specification, as long as you can kind of figure out what they meant.

So, technically, the way to make a paragraph with small text is <p><small>, but a lot of people wrote <small><p> which is technically incorrect for reasons most web developers don’t understand, and the web browsers forgave them and made the text small anyway, because that’s obviously what they wanted to happen.

Now there are all these web pages out there with errors, because all the early web browser developers made super-liberal, friendly, accommodating browsers that loved you for who you were and didn’t care if you made a mistake. And so there were lots of mistakes. And Postel’s “robustness” principle didn’t really work. The problem wasn’t noticed for many years. In 2001 Marshall Rose finally wrote:

Counter-intuitively, Postel’s robustness principle (“be conservative in what you send, liberal in what you accept”) often leads to deployment problems. Why? When a new implementation is initially fielded, it is likely that it will encounter only a subset of existing implementations. If those implementations follow the robustness principle, then errors in the new implementation will likely go undetected. The new implementation then sees some, but not widespread deployment. This process repeats for several new implementations. Eventually, the not-quite-correct implementations run into other implementations that are less liberal than the initial set of implementations. The reader should be able to figure out what happens next.

Jon Postel should be honored for his enormous contributions to the invention of the Internet, and there is really no reason to fault him for the infamous robustness principle. 1981 is prehistoric. If you had told Postel that there would be 90 million untrained people, not engineers, creating web sites, and they would be doing all kinds of awful things, and some kind of misguided charity would have caused the early browser makers to accept these errors and display the page anyway, he would have understood that this is the wrong principle, and that, actually, the web standards idealists are right, and the way the web “should have” been built would be to have very, very strict standards and every web browser should be positively obnoxious about pointing them all out to you and web developers that couldn’t figure out how to be “conservative in what they emit” should not be allowed to author pages that appear anywhere until they get their act together.

But, of course, if that had happened, maybe the web would never have taken off like it did, and maybe instead, we’d all be using a gigantic Lotus Notes network operated by AT&T. Shudder.

Shoulda woulda coulda. Who cares. We are where we are. We can’t change the past, only the future. Heck, we can barely even change the future.

And if you’re a pragmatist on the Internet Explorer 8.0 team, you might have these words from Raymond Chen seared into your cortex. He was writing about how Windows XP had to emulate buggy behavior from old versions of Windows:

Look at the scenario from the customer’s standpoint. You bought programs X, Y and Z. You then upgraded to Windows XP. Your computer now crashes randomly, and program Z doesn’t work at all. You’re going to tell your friends, “Don’t upgrade to Windows XP. It crashes randomly, and it’s not compatible with program Z.” Are you going to debug your system to determine that program X is causing the crashes, and that program Z doesn’t work because it is using undocumented window messages? Of course not. You’re going to return the Windows XP box for a refund. (You bought programs X, Y, and Z some months ago. The 30-day return policy no longer applies to them. The only thing you can return is Windows XP.)

And you’re thinking, hmm, let’s update this for today:
Look at the scenario from the customer’s standpoint. You bought programs X, Y and Z. You then upgraded to Windows XPVista. Your computer now crashes randomly, and program Z doesn’t work at all. You’re going to tell your friends, “Don’t upgrade to Windows XPVista. It crashes randomly, and it’s not compatible with program Z.” Are you going to debug your system to determine that program X is causing the crashes, and that program Z doesn’t work because it is using undocumentedinsecure window messages? Of course not. You’re going to return the Windows XPVista box for a refund. (You bought programs X, Y, and Z some months ago. The 30-day return policy no longer applies to them. The only thing you can return is Windows XPVista.)

The victory of the idealists over the pragmatists at Microsoft, which I reported in 2004, directly explains why Vista is getting terrible reviews and selling poorly.

And how does it apply to the IE team?

Look at the scenario from the customer’s standpoint. Yo u visit 100 websites a day. You then upgraded to IE 8. On half of them, the page is messed up, and Google Maps doesn’t work at all.


You’re going to tell your friends, “Don’t upgrade to IE 8. It messes up every page, and Google Maps doesn’t work at all.” Are you going to View Source to determine that website X is using nonstandard HTML, and Google Maps doesn’t work because it is using non-standard JavaScript objects from old versions of IE that were never accepted by the standards committee? Of course not. You’re going to uninstall IE 8. (Those websites are out of your control. Some of them were developed by people who are now dead. The only thing you can do is go back to IE 7).

And so if you’re a developer on the IE 8 team, your first inclination is going to be to do exactly what has always worked in these kinds of SEQUENCE-MANY markets. You’re going to do a little protocol negotiation, and continue to emulate the old behavior for every site that doesn’t explicitly tell you that they expect the new behavior, so that all existing web pages continue to work, and you’re only going to have the nice new behavior for sites that put a little flag on the page saying, “Yo! I grok IE 8! Give me all the new IE 8 Goodness Please!”

And indeed that was the first decision announced by the IE team on January 21st. The web browser would accommodate existing pages silently so that nobody had to change their web site by acting like the old, buggy IE7 that web developers hated.

A pragmatic engineer would have to come to the conclusion that the IE team’s first decision was right. But the young idealist “standards” people went nuclear.

IE needed to provide a web standards experience without requiring a special “Yo! I’m tested with IE 8!” tag, they said. They were sick of special tags. Every frigging web page has to have thirty seven ugly hacks in it to make it work with five or six popular browsers. Enough ugly hacks. 8 billion existing web pages be damned.

And the IE team flip-flopped. Their second decision, and I have to think it’s not final, their second decision was to do the idealistic thing, and treat all sites that claim to be “standards-compliant” as if they have been designed for and tested with IE8.

Almost every web site I visited with IE8 is broken in some way. Websites that use a lot of JavaScript are generally completely dead. A lot of pages simply have visual problems: things in the wrong place, popup menus that pop under, mysterious scrollbars in the middle. Some sites have more subtle problems: they look ok but as you go further you find that critical form won’t submit or leads to a blank page.

These are not web pages with errors. They are usually websites which were carefully constructed to conform to web standards. But IE 6 and IE 7 didn’t really conform to the specs, so these sites have little hacks in them that say, “on Internet Explorer… move this thing 17 pixels to the right to compensate for IE’s bug.”

And IE 8 is IE, but it no longer has the IE 7 bug where it moved that thing 17 pixels left of where it was supposed to be according to web standards. So now code that was written that was completely reasonable no longer works.

IE 8 can’t display most web pages correctly until you give up and press the “ACT LIKE IE7″ button. The idealists don’t care: they want those pages changed.

Some of those pages can’t be changed. They might be burned onto CD-ROMs. Some of them were created by people who are now dead. Most of them created by people who have no frigging idea what’s going on and why their web page, which they paid a designer to create 4 years ago, is now not working properly.

The idealists rejoiced. Hundreds of them descended on the IE blog to actually say nice things about Microsoft for the first times in their lives.

I looked at my watch.

Tick, tick, tick.

Within a matter of seconds, you started to see people on the forums showing up like this one:

I have downloaded IE 8 and with it some bugs. Some of my websites like “HP” are very difficult to read as the whole page is very very small… The speed of my Internet has also been reduced on some occasions. Whe I use Google Maps, there are overlays everywhere, enough so it makes it ackward to use!

Mmhmm. All you smug idealists are laughing at this newbie/idjit. The consumer is not an idiot. She’s your wife. So stop laughing. 98% of the world will install IE8 and say, “It has bugs and I can’t see my sites.” They don’t give a flicking flick about your stupid religious enthusiasm for making web browsers which conform to some mythical, platonic “standard” that is not actually implemented anywhere. They don’t want to hear your stories about messy hacks. They want web browsers that work with actual web sites.

So you see, we have a terrific example here of a gigantic rift between two camps.

The web standards camp seems kind of Trotskyist. You’d think they’re the left wing, but if you happened to make a website that claims to conform to web standards but doesn’t, the idealists turn into Joe Arpaio, America’s Toughest Sheriff. “YOU MADE A MISTAKE AND YOUR WEBSITE SHOULD BREAK. I don’t care if 80% of your websites stop working. I’ll put you all in jail, where you will wear pink pajamas and eat 15 cent sandwiches and work on a chain gang. And I don’t care if the whole county is in jail. The law is the law.”

On the other hand, we have the pragmatic, touchy feely, warm and fuzzy engineering types. “Can’t we just default to IE7 mode? One line of code … Zip! Solved!”

Secretly? Here’s what I think is going to happen. The IE8 team going to tell everyone that IE8 will use web standards by default, and run a nice long beta during which they beg people to test their pages with IE8 and get them to work. And when they get closer to shipping, and only 32% of the web pages in the world render properly, they’ll say, “look guys, we’re really sorry, we really wanted IE8 standards mode to be the default, but we can’t ship a browser that doesn’t work,” and they’ll revert to the pragmatic decision. Or maybe they won’t, because the pragmatists at Microsoft have been out of power for a long time. In which case, IE is going to lose a lot of market share, which would please the idealists to no end, and probably won’t decrease Dean Hachamovitch’s big year-end bonus by one cent.

You see? No right answer.

As usual, the idealists are 100% right in principle and, as usual, the pragmatists are right in practice. The flames will continue for years. This debate precisely splits the world in two. If you have a way to buy stock in Internet flame wars, now would be a good time to do that.

Why Clinton Doesn't Want A Re-Vote

There aren't many windows into a strongly pro-Clinton/anti-Obama view in the blogosphere, making TalkLeft invaluable, where "Big Tent Democrat" (the former Armando of DailyKos) has been focused like a laser on the issue of how to deal with the Michigan and Florida Democratic delegations. The claim made there, and on some of the other pro-Clinton blogs like Taylor Marsh, has been that it is Obama who is blocking re-votes in Michigan and Florida, raising legalisms or obstructing agreement, but that the Clinton campaign should be more aggressive in pushing for revotes. Big Tent Democrat puts it in the context of the argument about the popular vote:

[T]he problem with the Clinton campaign's refusal to fight for revotes in Florida and Michigan [is that] to be perceived as the popular vote winner, Clinton needs revote wins in Florida and Michigan. I do not understand the Clinton campaign strategy at all on Florida and Michigan.

But it's actually easy to understand. What would happen if an agreement were announced today that there would be re-votes in Florida and Michigan? Immediately, the previous primaries in those states would become dead letters. Instead of being 200,000 votes down in the popular vote (by her campaign's count), or 500,000 down (by my count, which gives Clinton her Florida votes), Clinton would be down in the popular vote by almost 1 million. And 193 delegates that they are currently counting would suddenly disappear.

And at that point, the magnitude of Clinton's deficit would be too obvious to spin away. Yes, there would be two additional large-state contests in which to win back the million popular votes and hundreds of delegates. But unless she did significantly better in both states than she did in the illegal primaries, she would lose, not gain, ground, by her own calculations. Since she was on the ballot alone in Michigan before, it's highly unlikely that she will do better there. It's very possible that she could do better than the 50 percent she won in Florida in January, but since it would now be a two-person race, it's a dead certainty that Obama would do significantly better than the 32 percent he got in January, thus adding to his total popular vote margin and delegate count even if he lost again, and so it would be a net loss for Clinton. Re-votes cannot help Clinton be "perceived" as the winner of the popular vote.

Contrary to the gullible media's belief that "time" is a "powerful ally" on Clinton's side, in fact, Clinton's only ally is uncertainty. The minute it becomes clear what will happen with Michigan and Florida -- re-vote them, refuse to seat them, or split them 50-50 or with half-votes, as some have proposed -- is the minute that Clinton's last "path to the nomination" closes. The only way to keep spin alive is to keep uncertainty alive -- maybe there will be a revote, maybe they'll seat the illegal Michigan/Florida delegations, maybe, maybe, maybe. In the fog of uncertainty, Penn can claim that there is a path to the nomination, but under any possible actual resolution of the uncertainty, there is not.

So far, Obama is playing this situation well -- agreeing to abide by any rules the party establishes, but not pushing to embrace any particular solution other than the existing rules. But soon it will make more sense to call the question: Move toward some certain resolution of Michigan and Florida. I think my seat Florida/re-vote Michigan scheme makes sense and now seems a likely outcome, but the specific resolution doesn't matter, because whatever it is, it will introduce certainty and finiteness, and without the comfort of ambiguity, the Clinton spin-campaign cannot survive. The Clinton campaign began -- unwisely -- by spinning inevitability; it ends, equally unwisely, by spinning cosmic uncertainty. In between the two spin campaigns, they apparently forgot to give people enough of a positive reason to actually vote for Senator Clinton.

UPDATE: Commenter weboy complained that I should have sought out more pro-Clinton blogs, and recommends a few, so I will link to Tom Watson's recent post, "The Few, the Proud, the Pro-Clinton Bloggers," and to riverdaughter, as well as his own.

-- Mark Schmitt