Draw your own conclusions.

In my December 18th column I asserted that Bush and Gore should both be embarrassed about their total lack of leadership during the Florida election fiasco. Quite a few angry readers, all politically conservative supporters of our new president, complained. Every one accused me of being partisan on the subject. Most of them were unpleasant. Many repeated almost verbatim the most anti-factual of Republican propaganda. (A distinction: Much of the Republican propaganda was in direct opposition to the facts, and vitriolic besides. The Democratic propaganda was simply preposterous. Chalk it up to a difference in style.)

No Gore supporters griped about my being a Republican partisan. Go figure.

Other correspondents expressed concern that I inappropriately strayed into political commentary in an IT publication. Fear not. Leadership is a frequent topic in this column, and while I’ll continue to draw on current events to illustrate leadership issues, I’ll also continue to be bipartisan when I disparage our political so-called leadership. In other words, I won’t ever mention that more than $40 million worth of investigation successfully proved Bill Clinton cheated on his wife and lied about it in court without also mentioning that his two predecessors — Reagan and Bush Sr. — sanctioned the sale of illicit drugs to American citizens to finance an illegal war against the legitimate government of Nicaragua.

American values being what they are, most appear to consider Clinton’s crime the more deplorable of the two.

Which is relevant to this week’s prediction. But first …

I’d originally planned to make a bunch of New Year’s predictions this week. It’s something of a January tradition after all.

Sadly, I don’t have anything interesting to predict. The trends that will play out this year started awhile ago. 2001 will see the continuing e-enablement of business, not a transformation to something unrecognizable. Radically new business models won’t flourish: ASPs won’t enjoy triple-digit growth; auctions won’t become the dominant means for setting price in either the B2B or B2C world; digital exchanges will mostly find success by scaling back to become transaction clearinghouses.

2001 will be a year of consolidation and incremental improvement. In part, this will be the result of economic jitters. It’s also due to simple fatigue — there’s a limit to the amount of radical change society can eat before it has to stop and do some digesting.

My one new prediction is social, although it will affect the world of business: The Bobby Knight syndrome will start to recede.

You recall Bobby Knight, Indiana’s dear departed basketball coach. Knight behaved as if winning absolved all sins. He threw chairs, abused office staff, and assaulted those who made him angry (not a difficult task), attributing all criticism to jealousy. If it were just Knight we could chalk this up to a psychological case study. Sadly, Knight enjoys a huge coterie of supporters who agree with his philosophy that results are all that matter.

Every time you hear someone say, “We do whatever it takes,” you’re hearing an echo of Bobby Knight, because sometimes, “whatever it takes” is (or should be) completely unacceptable. I’m guessing Americans have reached their limit and are ready to say, “We don’t want you do to whatever it takes. We insist that you respect some boundaries, and only win if you can stay inside them.”

Or maybe it’s just a hope.

In January, Minnesota turns into a winter wonderland. “Why would anyone want to live in a land like this?” we wonder, gazing out our windows at the pools of liquid nitrogen dotting the landscape.

Under these cryogenic conditions, some Minnesotans head north to go camping (honest!). Those of us who, less hardy or more sensible, view chess as an ideal winter sport spend our Januaries stoking the fire, pondering existential mysteries, or predicting the future: It will be cold again tomorrow.

Before making other new forecasts, let’s update old ones, starting with a prediction made way back on August 12th, 1996. Some excerpts:

“You can’t ignore the Web, and so, probably for the first time, you have to start thinking about serving your company’s [Real Paying] Customers. That will change everything.” “… You’re going to start working in marketing time … in months. Sometimes weeks. That means a whole different way of designing and building systems.” “… you’re going to justify your existence based on how well you help the company attract new customers, retain the customers it has, and encourage every customer to do more business with you.” “From here on in, you’re face to face with real customers. And that really does change everything.”

Not bad for 1996. I’ll claim victory. But never mind that. The riskier forecast, first made in January, 1998, scheduled Microsoft’s implosion for 2000. I’ll claim a provisional victory here as well.

Microsoft’s two big revenue generators, Windows and Office, have performed lackadaisically. Windows 2000 has taken the marketplace by drizzle, not storm; likewise Office 2000. Windows Me, the current end-of-the-DOS/Windows product, is a ride-along on new PCs — upgrade purchasers are rare as spotted owls.

Was it Microsoft or the economy? 2000 was tougher than 1999 for selling anything. On the other hand, 2000 was supposed to be the year of new investment in IT, after 1999’s laser focus on Y2K remediation. As pointed out here last February, though, spending was on new business applications, not more infrastructure costs, and especially not optional ones like upgrades like Windows 2000 and Office 2000.

Microsoft’s financial performance was poor. Superficially, Microsoft’s 2000 growth was a solid if disappointing 21% (1999’s figure was 73%). Factor out investment income, though, and growth was a paltry 11%. And Microsoft has issued earnings warnings for its next-quarter results.

Will next year be any better? Almost certainly, Dubyah will either cripple the antitrust suit or kill it outright. The DoJ will be MIA. (Related prediction: No new antitrust suits of any kind unless a Bush campaign contributor benefits, and free reign on mergers and acquisitions unless a Bush crony is put at risk.)

The bad news? It won’t help. Microsoft already owns the desktop. Whistler will end up like Cairo, Windows Me-Too will happen but will be an even less interesting upgrade than its predecessor, and the next version of Office will be boring. There’s no source for growth. The data center won’t help: Microsoft has squandered its credibility while facing intense competition from Linux, Sun, Oracle, and IBM. The only gains will come from the ever-hapless Novell.

In a bizarre twist, Microsoft’s only hope for major growth is the PocketPC, thanks to Palm having grown so complacent that no platform innovation is even envisioned. The PocketPC isn’t enough to rescue 2001, though.

It looks like a tough year for the Redmond contingent.