text stringlengths 9 2.4k |
|---|
New York Yankees.
In contrast to the Diamondbacks, the New York Yankees were one of the oldest and most recognized teams in all of North American sports. The Yankees had built a dynasty in the late 1990s that extended into 2000, which included winning three consecutive World Series' and four of the last five. These teams were led by a group of talented young players that became known as the Core Four: Derek Jeter, Andy Pettitte, Jorge Posada, and Mariano Rivera. Following the Yankees win over the Braves in the 1999 World Series, sportscaster Bob Costas called the Yankees "the team of the decade, [and] most successful franchise of the century."
The Yankees finished the 2001 season in first place in the AL East with a win–loss record of (a winning percentage of ), games ahead of the Boston Red Sox, good enough to secure the #2 seed in the American League playoff bracket. The Yankees then defeated the fourth seeded Oakland Athletics 3 games to 2 in the AL Division Series, after losing 2 games at home, and the top seeded Seattle Mariners 4 games to 1 in the AL Championship Series to advance to their fourth consecutive World Series, and fifth in six years.
|
Derek Jeter and Tino Martinez led the Yankees offensively during the 2001 season. Jeter batted .311 with 21 home runs and 74 RBI in 150 games, while Martinez batted .280 with 34 home runs and 113 RBI in 154 games. Roger Clemens and Mike Mussina were the leaders of the Yankees' pitching staff. Clemens who won the Cy Young Award, his sixth of a career total and major league record 7, finished with a win–loss record of 20–3, an earned-run average (ERA) of 3.51, and struck out 213 batters in 220.1 innings pitched and was by far the Yankee's best starter in the World Series. Mussina finished with a win–loss record of 17–11, an ERA of 3.15, and struck out 214 batters in 228.2 innings pitched.
September 11 and the month of November.
After MLB games were postponed as a result of the September 11 attacks, the World Series began on October 27, 2001, the latest start date for a World Series until the 2009 World Series, which started on October 28. The last three games were the first major-league games (other than exhibitions) played in the month of November. This was just the fourth time that no World Series champion was decided within the traditional month of October. The previous three occurrences were in (no series), (series held in September because of World War I), and (series cancelled by the players' strike). Game 7 was played on November 4; at the time this was the latest date a World Series game was played, and still tied with Game 6 of the 2009 Series for the second-latest date of a World Series game (only behind 's Game 6, played on November 5).
|
Additionally, the Series took place in New York City only seven weeks after the attacks, representing a remarkable boost in morale for the fatigued city. A tattered and torn American flag recovered from the wreckage at Ground Zero, which had been used at funerals of fallen Port Authority police officers after the attacks, was flown over Yankee Stadium during the series. According to Port Authority sergeant Antonio Scannella, "We wanted a place America could see this flag so they could see the rips in it, but it still flies."
President George W. Bush threw out the ceremonial first pitch before Game 3 at Yankee Stadium. Bush had been counseled by security officials to appear before Game 1 in Phoenix because they believed it would be more secure there, but Bush thought it would be better for the country to do it in New York. Security was extremely tight at Yankee Stadium before the game, with bomb sniffing dogs sweeping the property, snipers positioned around the stadium, and vendors screened by federal agents. A Secret Service agent dressed as an umpire and stood on the field with the other umpires before the game, briefly appearing on the TV broadcast. Bush wore a bulletproof vest underneath an FDNY sweater. Having been counseled by Derek Jeter to throw from the rubber on top of the pitcher's mound rather than the base of the mound, Bush strode to the rubber, gave a thumbs up to the crowd, and fired a strike over home plate as the crowd chanted "U-S-A". Bush later reflected, "I had never had such an adrenaline rush as when I finally made it to the mound. I was saying to the crowd, 'I'm with you, the country's with you' ... And I wound up and fired the pitch. I've been to conventions and rallies and speeches: I've never felt anything so powerful and emotions so strong, and the collective will of the crowd so evident."
|
Matchups.
Game 1.
The Series commenced on October 27, which was the latest a World Series had started, beating the previous record by four days (1999 World Series, October 23). The Yankees struck first in Game 1 when Derek Jeter was hit by a pitch with one out in the first and scored on Bernie Williams's double two batters later. However, Arizona's Curt Schilling and two relievers, Mike Morgan and Greg Swindell held the Yankees scoreless afterward. They managed to get only two walks and two hits for the rest of the game, Scott Brosius's double in the second and Jorge Posada's single in the fourth, both with two outs.
Meanwhile, the Diamondbacks tied the game on Craig Counsell's one-out home run in the first off of Mike Mussina. After a scoreless second, Mussina led off the third by hitting Tony Womack with a pitch. He moved to second on Counsell's sacrifice bunt before Luis Gonzalez's home run put the Diamondbacks up 3–1. A single and right fielder David Justice's error put runners on second and third before Matt Williams's sacrifice fly put Arizona up 4–1. After Mark Grace was intentionally walked, Damian Miller's RBI double gave Arizona a 5–1 lead.
|
Next inning, Gonzalez hit a two-out double off of Randy Choate. Reggie Sanders was intentionally walked before Gonzalez scored on Steve Finley's single. An error by third baseman Brosius scored Sanders, put Finley at third, and Williams at second. Both men scored on Mark Grace's double, putting Arizona up 9–1. Though the Diamondbacks got just one more hit for the rest of the game off of Sterling Hitchcock and Mike Stanton (Williams' leadoff single in the seventh), they went up 1–0 in the series.
The Diamondbacks' win in Game 1 was the first World Series game won by a non-New York City team since 1997. In every World Series between 1997 and 2001, either both teams were from New York City or a New York City team won in a sweep (1998 and 1999).
Game 2.
Arizona continued to take control of the Series with the strong pitching performance of Randy Johnson. The Big Unit pitched a complete-game shutout, allowing only four baserunners and three hits while striking out 11 Yankees. Andy Pettitte meanwhile nearly matched him, retiring Arizona in order in five of the seven innings he pitched. In the second, he allowed a leadoff single to Reggie Sanders, who scored on Danny Bautista's double. Bautista was the only Arizona runner stranded for the entire game. In the seventh, Pettitte hit Luis Gonzalez with a pitch before Sanders grounded into a forceout. After Bautista singled, Matt Williams's three-run home run put Arizona up 4–0. They won the game with that score and led the series two games to none as it moved to New York City. This was the 1,000th game played in the history of the MLB postseason.
|
Game 3.
The game was opened in New York City by President George W. Bush, who threw the ceremonial first pitch, a strike to Yankees backup catcher Todd Greene. Bush became the first incumbent U.S. president to throw a World Series first pitch since Jimmy Carter in . He also threw the baseball from the mound where the pitcher would be set (unlike most ceremonial first pitches which are from in front of the mound) and threw it for a strike. Chants of "U-S-A, U-S-A" rang throughout Yankee Stadium. Yankees starter Roger Clemens was outstanding allowing only three hits and struck out nine in seven innings of work. Yankees closer Mariano Rivera pitched two innings for the save.
Jorge Posada's leadoff home run off of Brian Anderson in the second put the Yankees up 1–0. The Diamondbacks loaded the bases in the fourth on two walks and one hit before Matt Williams's sacrifice fly tied the game. Bernie Williams hit a leadoff single in the sixth and moved to second on a wild pitch one out later before Posada walked. Mike Morgan relieved Anderson and struck out David Justice before Scott Brosius broke the tie with an RBI single. That would be all the scoring as Morgan and Greg Swindell pitched the rest of the game for the Diamondbacks. The Yankees cut Arizona's series lead to 2–1 with the win.
|
Game 4.
Game 4 saw the Yankees send Orlando Hernández to the mound while the Diamondbacks elected to bring back Curt Schilling on three days' rest. Both pitchers gave up home runs, with Schilling doing so to Shane Spencer in the third inning and Hernandez doing so to Mark Grace in the fourth. Hernandez pitched solid innings, giving up four hits while Schilling went seven innings and gave up one.
With the game still tied entering the eighth, Arizona struck. After Mike Stanton recorded the first out of the inning, Luis Gonzalez singled and Erubiel Durazo hit a double to bring him in. Matt Williams followed by grounding into a fielder's choice off of Ramiro Mendoza, which scored pinch runner Midre Cummings and gave the team a 3–1 lead.
With his team on the verge of taking a commanding 3–1 series lead, Diamondbacks manager Bob Brenly elected to bring in closer Byung-hyun Kim in the bottom of the eighth for a two-inning save. Kim, at 22, became the first Korean-born player to play in the MLB World Series. Kim struck out the side in the eighth, but ran into trouble in the ninth.
|
Derek Jeter led off by trying to bunt for a hit but was thrown out by Williams. Paul O'Neill then lined a single in front of Gonzalez. After Bernie Williams struck out, Kim seemed to be out of trouble with Tino Martinez coming to the plate. However, Martinez drove the first pitch he saw from Kim into the right-center field bleachers, tying the score at 3–3. The Yankees were not done, as Jorge Posada walked and David Justice moved him into scoring position with a single. Kim struck Spencer out to end the threat.
When the scoreboard clock in Yankee Stadium passed midnight, World Series play in November began, with the message on the scoreboard "Welcome to November Baseball".
Mariano Rivera took the hill for the Yankees in the tenth and retired the Diamondbacks in order. Kim went out for a third inning of work and retired Scott Brosius and Alfonso Soriano, but Jeter hit an opposite field home run on a 3–2 pitch count from Kim. This home run gave the Yankees a 4–3 victory and tied the Series at two games apiece which guaranteed a return trip to Arizona and made Jeter the first player to hit a November home run and earning him the tongue-in-cheek nickname of "Mr. November".
|
Game 5.
Game 5 saw the Yankees return to Mike Mussina for the start while the Diamondbacks sent Miguel Batista, who had not pitched in twelve days, to the mound. Batista pitched a strong scoreless innings, striking out six, and reliever Greg Swindell got the last out of the eighth inning. Mussina bounced back from his poor Game 1 start, recording ten strikeouts, but allowed solo home runs in the fifth inning to Steve Finley and Rod Barajas.
In the top of the ninth, the soon to be retired Paul O'Neill was honored by Yankee fans who chanted his name to which O'Neill, who was visibly in tears, tipped his hat. With the Diamondbacks leading 2–0 in the ninth, Byung-hyun Kim was called upon for the save despite having thrown three innings the night before. Jorge Posada doubled to open the inning, but Kim got Shane Spencer to ground out and then struck out Chuck Knoblauch. As had happened the previous night, Kim could not hold the lead as Scott Brosius hit a 1–0 pitch over the left field wall, the second straight game tying home run in the bottom of the ninth for the Yankees. Kim was pulled from the game in favor of Mike Morgan who recorded the final out.
|
Morgan retired the Yankees in order in the 10th and 11th innings, while the Diamondbacks got to Mariano Rivera in the 11th. Danny Bautista and Erubiel Durazo opened the inning with hits and Matt Williams advanced them into scoring position with a sacrifice bunt. Rivera then intentionally walked Steve Finley to load the bases, then got Reggie Sanders to line out and Mark Grace grounded out to end the inning.
Arizona went to midseason trade acquisition Albie Lopez in the 12th, and in his first at bat he gave up a single to Knoblauch (who had entered the game as a pinch runner). Brosius moved him over with a bunt, and then Alfonso Soriano ended the game with an RBI single to give the Yankees a 3–2 victory and a 3–2 series lead as the series went back to Phoenix. Lopez would not pitch again in the series. Sterling Hitchcock got the win for the Yankees after he relieved Rivera for the twelfth.
Game 6.
|
Game 7.
It was a matchup of two 20-game winners in the Series finale. Roger Clemens, at 39 years old, became the oldest Game 7 starter. Curt Schilling had already started two games of the Series and pitched his 300th inning of the season on just three days' rest. The two aces matched each other inning by inning and after seven full innings, the game was tied at 1–1. The Diamondbacks scored first in the sixth inning with a Steve Finley single and a Danny Bautista double (Bautista, trying to stretch it into a triple, was called out at third base). The Yankees responded with an RBI single from Tino Martinez, which drove in Derek Jeter who had singled earlier. Brenly stayed with Schilling into the eighth, and the move backfired as Alfonso Soriano hit a home run on an 0–2 pitch. After Schilling struck out Scott Brosius (who, like O'Neill, would also retire following the series), he gave up a single to David Justice, and he left the game trailing 2–1. When Brenly came to the mound to remove Schilling, he was heard on the Sounds of the Game microphone telling his clearly upset pitcher, "love you brother, you're my hero" and assuring him that "that ain't gonna beat us, we're gonna get that back and then some." He then brought in Game 5 starter Miguel Batista to get Jeter out and then in an unconventional move, brought in the previous night's starter and winner Randy Johnson, who had thrown 104 pitches, in relief to keep it a one-run game. It proved to be a smart move, as Johnson retired pinch hitter Chuck Knoblauch (who batted for the left handed Paul O'Neill) on a fly out to Bautista in right field, then returned to the mound for the top of the ninth where he got Bernie Williams to fly out to Steve Finley in center field and Martinez to ground out to Tony Womack at shortstop, and then struck out catcher Jorge Posada to send the game to the bottom of the ninth inning.
|
With the Yankees ahead 2–1 in the bottom of the eighth, manager Joe Torre decided to relieve setup man Mike Stanton, who had got the last two outs, to his ace closer Mariano Rivera for a two-inning save. Rivera struck out the side in the eighth, including Arizona's Luis Gonzalez, Matt Williams, and Bautista. Although he was effective in the eighth, this game would end in the third ninth-inning comeback of the Series.
Mark Grace led off the inning with a single to center on a 1–0 pitch. Rivera's errant throw to second base on a bunt attempt by catcher Damian Miller on an 0–1 pitch put runners on first and second. Jeter tried to reach for the ball, but got tangled in the legs of pinch-runner David Dellucci, who was sliding in an attempt to break up the double play. During the next at bat, Rivera appeared to regain control when he fielded pinch hitter Jay Bell's (who was hitting for Johnson) bunt and threw out Dellucci at third base, but third baseman Brosius decided to hold onto the baseball instead of throwing to first to complete the double play. Midre Cummings was sent in to pinch-run for Damian Miller, who had reached second base safely. With Cummings at second and Bell at first, the next batter, Womack, hit a double down the right-field line on a 2–2 pitch that tied the game and earned Rivera a blown save, his first in a postseason since 1997. Bell advanced to third and the Yankees pulled the infield and outfield in as the potential winning run (Bell) stood at third with fewer than two outs. After Rivera hit Craig Counsell unintentionally with an 0–1 pitch, the bases were loaded. On an 0–1 pitch, with Williams in the on-deck circle, Gonzalez lofted a soft floater single over the drawn-in Jeter that barely reached the outfield grass, plating Jay Bell with the winning run.
|
Gonzalez's single ended New York's bid for a fourth consecutive title (and fifth in six seasons) and brought Arizona its first championship in its fourth year of existence, making the Diamondbacks the fastest expansion team to win a World Series (beating out the 1997 Florida Marlins, who had done it in their fifth season at that time). It was also the first, and remains the only, major professional sports championship for the state of Arizona. Randy Johnson picked up his third win of the Series, becoming the first pitcher since Mickey Lolich of the 1968 Tigers to win three games in a World Series. Rivera took the loss, his only postseason loss in his career. Coincidentally, this was also the second World Series in a 5-year span (1997 to 2001) to end with a game-winning RBI single. Edgar Renteria hit the game-winner in the 1997 series, while Gonzalez hit it here, with Craig Counsell being on the basepaths for each. No other World Series has ended with a game-winning hit since 2001.
In 2009, Game 7 of the 2001 World Series was chosen by "Sports Illustrated" as the Best Postseason Game of the Decade (2000–2009).
|
In the years that have followed, many fans regardless of team allegiance consider Game 7 of the 2001 World Series to be one of the greatest games ever played in the history of professional baseball.
Composite box.
2001 World Series (4–3): Arizona Diamondbacks (N.L.) over New York Yankees (A.L.)
Media coverage.
For the second consecutive year, Fox carried the World Series with its top broadcast team, Joe Buck and Tim McCarver (himself a Yankees broadcaster). This was the first year of Fox's exclusive rights to the World Series (in the previous contract, Fox only broadcast the World Series in even numbered years while NBC broadcast it in odd numbered years), which it has held since. This particular contract also had given Fox exclusive rights to the entire baseball postseason, which aired over its family of networks, but shortly after the World Series, Fox sold its cable outlet Fox Family Channel, on which it aired Division Series games, shortly after the World Series ended, to Disney, which renamed the channel to ABC Family; since this made the channel a corporate sibling of ESPN, Disney would move those games to ESPN in 2003 after airing them for one more season on ABC Family.
|
ESPN Radio provided national radio coverage for the fourth consecutive year, with Jon Miller and Joe Morgan calling the action.
Locally, the Series was broadcast by KTAR-AM in Phoenix with Thom Brennaman, Greg Schulte, Rod Allen and Jim Traber, and by WABC-AM in New York City with John Sterling and Michael Kay. This was WABC's last broadcast of Yankees baseball after twenty-one seasons as the team's flagship, and also the last time Sterling and Kay broadcast together after ten seasons. Sterling and the Yankees joined WCBS-AM the next season on the radio side, while Kay was promoted to television as the YES Network launched for 2002.
Books and films.
Buster Olney, who covered the Yankees for "The New York Times" before joining ESPN, would write a book titled "The Last Night of the Yankee Dynasty", published in 2004. The book is a play by play account of Game 7 in addition to stories about key players, executives, and moments from the 1996–2001 dynasty. In a 2005 reprinting, Olney included a new epilogue covering the aftermath of the 2001 World Series up to the Boston Red Sox epic comeback from down 3–0 in the 2004 ALCS.
|
The official MLB Productions documentary film of the series was released in 2001.
In 2004, HBO released "Nine Innings from Ground Zero", a documentary focusing on the special role that baseball, and particularly the Yankees, played in helping to heal New York after 9/11. The film features interviews with players, fans who lost family members, firefighters, sportswriters, and then United States President George W. Bush.
In 2005, A&E Home Video released the "New York Yankees Fall Classic Collectors Edition (1996–2001)" DVD set. Game 4 of the 2001 World Series is included in the set. In 2008, "The Arizona Diamondbacks 2001 World Series" DVD set was released. All seven games are included on this set.
Aftermath.
The duo of Curt Schilling and Randy Johnson were awarded the World Series Most Valuable Player, the first players to split the award since Steve Yeager, Ron Cey, and Pedro Guerrero did so for the Dodgers in the 1981 World Series, and last to do so, to date. This would not be the only award they split as both were named Sports Illustrated Sportsperson of the Year for 2001.
|
Rivera's blown save and the Yankees' loss proved to be life-saving for Yankees utility player Enrique Wilson. Had the Yankees won, Wilson was planning to fly home to the Dominican Republic on American Airlines Flight 587 on November 12 after what would have been a Yankees victory parade down the Canyon of Heroes. But after the Yankees lost (and thus no parade occurred), Wilson decided to fly home earlier. Flight 587 would crash in Belle Harbor, Queens, killing everyone on board. Rivera later said, "I am glad we lost the World Series because it means that I still have a friend."
During the offseason, several Yankees moved on to other teams or retired, the most notable changes being the free agent departures of Martinez and Knoblauch to the St. Louis Cardinals and Kansas City Royals, and Brosius and O'Neill retiring. Martinez would later return to the Yankees to finish his career in 2005.
After winning the NL West again in 2002 the Diamondbacks were swept 3–0 by St. Louis in the NLDS. From here they declined, losing 111 games in 2004 as Bob Brenly was fired during that season. Arizona would not win another NL West title until 2007. Schilling was traded to the Boston Red Sox after the 2003 season and in 2004 helped lead them to their first World Series championship since 1918. He helped them win another championship in 2007 and retired after four years with Boston, missing the entire 2008 season with a shoulder injury. Johnson was traded to the Yankees after the 2004 season, a season that saw him throw a perfect game against the Atlanta Braves, though he would be traded back to the Diamondbacks two years later and finish his career with the San Francisco Giants in 2009. The last player from the 2001 Diamondbacks roster, Lyle Overbay, retired following the 2014 season with the Milwaukee Brewers while the last player from the 2001 Yankees, Randy Choate, retired following the 2016 season.
|
From 2002 through 2007, the Yankees' misfortune in the postseason continued, with the team losing the ALDS to the Anaheim Angels in 2002, the World Series to the Florida Marlins in 2003, the ALCS to the Boston Red Sox (in the process becoming the first team in postseason history to blow a 3–0 series lead) in 2004, the ALDS again to the Angels in 2005, and then losing the ALDS to the Detroit Tigers and the Cleveland Indians in 2006 and 2007, respectively. In addition, including the World Series loss in 2001, every World Series champion from 2001 to 2004 won the title at the Yankees' expense in postseason play, which is an AL record and as of 2023 tied for the MLB record with the Los Angeles Dodgers from 2016 to 2019. Joe Torre's contract was allowed to expire and he was replaced by Joe Girardi in 2008, a season in which the Yankees would miss the playoffs for the first time since 1993. The Yankees won their 27th World Series championship in 2009, defeating the defending 2008 champion Philadelphia Phillies in six games, but could not pull off another dynasty like they did during the late 1990s and early 2000s; in fact, they failed to reach the World Series during the entirety of the 2010s. The Yankees would finally return to the World Series in 2024 only to fall in five games to the Los Angeles Dodgers. Since 2001, the Yankees have played in four World Series and lost three of them ('01, ´03, '24)
|
This is the state of Arizona's only championship among the four major North American men's professional sports. However, the WNBA's Phoenix Mercury have won three championships since then (2007, 2009, and 2014).
The Diamondbacks and the Baltimore Ravens, who won the Super Bowl earlier in 2001, created the first instance of two major sports teams winning a championship game or series on their first attempts. This would not occur again until 2019, when the Toronto Raptors and Washington Nationals accomplished this feat.
The Diamondbacks would not return to the World Series again until 2023; this time, they would go on to lose to the Texas Rangers in five games. |
1903 World Series
The 1903 World Series was the first modern World Series to be played in Major League Baseball. It matched the American League (AL) champion Boston Americans against the National League (NL) champion Pittsburgh Pirates in a best-of-nine series, with Boston prevailing five games to three, winning the last four. The first three games were played in Boston, the next four in Allegheny (home of the Pirates), and the eighth (last) game in Boston.
Pittsburgh pitcher Sam Leever injured his shoulder while trap shooting, so his teammate Deacon Phillippe pitched five complete games. Phillippe won three of his games, but it was not enough to overcome the club from the new American League. Boston pitchers Bill Dinneen and Cy Young led Boston to victory. In Game 1, Phillippe struck out ten Boston batters. The next day, Dinneen bettered that mark, striking out 11 Pittsburgh batters in Game 2.
Honus Wagner, bothered by injuries, batted only 6-for-27 (.222) in the Series and committed six errors. The shortstop was deeply distraught by his performance. The following spring, Wagner (who in 1903 led the National League in batting average) refused to send his portrait to a "Hall of Fame" for batting champions. "I was too bum last year", he wrote. "I was a joke in that Boston-Pittsburgh Series. What does it profit a man to hammer along and make a few hits when they are not needed only to fall down when it comes to a pinch? I would be ashamed to have my picture up now."
|
Due to overflow crowds at the Exposition Park games in Allegheny City, if a batted ball rolled under a rope in the outfield that held spectators back, a "ground-rule triple" would be scored. 17 ground-rule triples were hit in the four games played at the stadium.
In the series, Boston came back from a three games to one deficit, winning the final four games to capture the title. Such a large comeback would not happen again until the Pirates came back to defeat the Washington Senators in the 1925 World Series, and has happened only 11 times in baseball history. (The Pirates themselves repeated this feat in against the Baltimore Orioles.) Much was made of the influence of Boston's "Royal Rooters", who traveled to Exposition Park and sang their theme song "Tessie" to distract the opposing players (especially Wagner). Boston wound up winning three out of four games in Allegheny City.
Pirates owner Barney Dreyfuss added his share of the gate receipts to the players' share, so the losing team's players actually finished with a larger individual share than the winning team's.
|
The Series brought the new American League prestige and proved its best could beat the best of the National League, thus strengthening the demand for future World Series competitions.
Background.
A new league.
In 1901, Ban Johnson, president of the Western League, a minor league organization, formed the American League to take advantage of the National League's 1900 contraction from twelve teams to eight. Johnson and fellow owners raided the National League and signed away many star players, including Cy Young and Jimmy Collins. Johnson had a list of 46 National Leaguers he targeted for the American League; by 1902, all but one had made the jump. The constant raiding, however, nixed the idea of a championship between the two leagues. Pirates owner Barney Dreyfuss, whose team ran away with the 1902 National League pennant, was open to a postseason contest and even said he would allow the American League champion to stock its roster with all-stars. However, Johnson had spoken of putting a team in Pittsburgh and even attempted to raid the Pirates' roster in August 1902, which soured Dreyfuss. At the end of the season, however, the Pirates played a group of American League All-Stars in a four-game exhibition series, winning two games to one, with one tie.
|
The leagues finally called a truce in the winter of 1902–03 and formed the National Commission to preside over organized baseball. The following season, the Boston Americans and Pittsburgh Pirates had secured their respective championship pennants by September. That August, Dreyfuss challenged the American League to an 11-game championship series. Encouraged by Johnson and National League President Harry Pulliam, Americans owner Henry J. Killilea met with Dreyfuss in Pittsburgh in September and instead agreed to a best-of-nine championship, with the first three games played in Boston, the next four in Allegheny City, and the remaining two (if necessary) in Boston.
One significant point about this agreement was that it was an arrangement primarily between the two clubs rather than a formal arrangement between the leagues. In short, it was a voluntary event, a fact which would result in no Series at all for . The formal establishment of the Series as a compulsory event started in .
The teams.
The Pirates won their third straight pennant in 1903 thanks to a powerful lineup that included legendary shortstop Honus Wagner, who hit .355 and drove in 101 runs, player-manager Fred Clarke, who hit .351, and Ginger Beaumont, who hit .341 and led the league in hits and runs. The Pirates' pitching was weaker than it had been in previous years but boasted 24-game winner Deacon Phillippe and 25-game winner Sam Leever.
|
The Americans had a strong pitching staff, led by Cy Young, who went 28–9 in 1903 and became the all-time wins leader that year. Bill Dinneen and Long Tom Hughes, right-handers like Young, had won 21 games and 20 games each. The Boston outfield, featuring Chick Stahl (.274), Buck Freeman (.287, 104 RBI) and Patsy Dougherty (.331, 101 runs scored) was considered excellent.
Although the Pirates had dominated their league for the previous three years, they went into the series riddled with injuries and plagued by bizarre misfortunes. Otto Krueger, the team's only utility player, was beaned on September 19 and never fully played in the series. 16-game winner Ed Doheny left the team three days later, exhibiting signs of paranoia; he was committed to an insane asylum the following month. Leever had been battling an injury to his pitching arm (which he made worse by entering a trapshooting competition). Worst of all, Wagner, who had a sore thumb throughout the season, injured his right leg in September and was never 100 percent for the postseason.
|
Some sources say Boston were heavy underdogs. Boston bookies actually gave even odds to the teams (and only because Dreyfuss and other "sports" were alleged to have bet on Pittsburgh to bring down the odds). The teams were generally thought to be evenly matched, with the Americans credited with stronger pitching and the Pirates with superior offense and fielding. The outcome, many believed, hinged on Wagner's health. "If Wagner does not play, bet your money at two to one on Boston", said the "Sporting News", "but if he does play, place your money at two to one on Pittsburg."
Matchups.
Game 1.
The Pirates started Game 1 strong, scoring six runs in the first four innings, and held on to win the first World Series game in modern baseball history. They extended their lead to 7–0 on an inside-the-park home run by Jimmy Sebring in the seventh, the first home run in World Series history. Boston scored a few runs in the last three innings, but it was too little, too late; they ended up losing 7–3 in the first ever World Series game. Both Phillippe and Young threw complete games, with Phillippe striking out ten and Young fanning five, but Young also gave up twice as many hits and allowed three earned runs to Phillippe's two.
|
Game 2.
After starting out strong in Game 1, the Pirates simply shut down offensively, eking out a mere three hits, all singles. Pittsburgh starter Sam Leever went 1 inning and gave up three hits and two runs, before his ailing arm forced him to leave in favor of Bucky Veil, who finished the game. Bill Dinneen struck out 11 and pitched a complete game for the Americans, while Patsy Dougherty hit home runs in the first and sixth innings for two of the Boston's three runs. The Americans' Patsy Dougherty led off the Boston scoring with an inside-the-park home run, the first time a lead-off batter did just that until Alcides Escobar of the Kansas City Royals duplicated the feat in the 2015 World Series, 112 years later. Dougherty's second home run was the first in World Series history to actually sail over the fence, an incredibly rare feat at the time.
Game 3.
Phillippe, pitching after only a single day of rest, started Game 3 for the Pirates and didn't let them down, hurling his second complete-game victory of the Series to put Pittsburgh up two games to one.
|
Game 4.
After two days of rest, Phillippe was ready to pitch a second straight game. He threw his third complete-game victory of the series against Bill Dinneen, who was making his second start of the series. But Phillippe's second straight win was almost not to be, as the Americans, down 5–1 in the top of the ninth, rallied to narrow the deficit to one run. The comeback attempt failed, as Phillippe managed to put an end to it and give the Pirates a commanding 3–1 series lead.
Game 5.
Game 5 was a pitcher's duel for the first five innings, with Boston's Cy Young and Pittsburgh's Brickyard Kennedy giving up no runs. That changed in the top of the sixth, however, when the Americans scored a then-record six runs before being retired. Young, on the other hand, managed to keep his shutout intact before finally giving up a pair of runs in the bottom of the eighth. He went the distance and struck out four for his first World Series win.
Game 6.
Game 6 was a rematch between the starters of Game 2, Boston's Dinneen and Pittsburgh's Leever. Leever pitched a complete game this time but so did Dinneen, who outmatched him to earn his second complete-game victory of the series. After losing three of the first four games of the World Series, the underdog Americans had tied the series at three games apiece.
|
Game 7.
The fourth and final game in Allegheny saw Phillippe start his fourth game of the Series for the Pirates. This time, however, he did not fare as well as he did in his first three starts. Cy Young, in his third start of the Series, held the Pirates to three runs and put the Americans ahead for the first time as the Series moved back to Boston.
Game 8.
The final game of this inaugural World Series started out as an intense pitcher's duel, scoreless until the bottom of the fourth when Hobe Ferris hit a two-run single. Phillippe started his fifth and final game of the series and Dinneen his fourth. As he did in Game 2, Dinneen threw a complete-game shutout, striking out seven and leading his Americans to victory, while Phillippe pitched respectably but could not match Dinneen because his arm had been worn out with five starts in the eight games, giving up three runs to give the first 20th-century World Championship to the Boston Americans, Honus Wagner striking out to end the Series.
Composite line score.
1903 World Series (5–3): Boston Americans (A.L.) over Pittsburgh Pirates (N.L.)
|
Series Statistics.
Boston Americans.
Batting.
"Note: GP=Games Played; AB=At Bats; R=Runs; H=Hits; 2B=Doubles; 3B=Triples; HR=Home Runs; RBI=Runs Batted In; BB=Walks; AVG=Batting Average; OBP=On Base Percentage; SLG=Slugging Percentage"
Pitching.
"Note: G=Games Played; GS=Games Started; ERA=Earned Run Average; W=Wins; L=Losses; SV=Saves; IP=Innings Pitched; H=Hits; R=Runs; ER= Earned Runs; BB=Walks; SO= Strikeouts"
Pittsburgh Pirates.
Batting.
"Note: GP=Games Played; AB=At Bats; R=Runs; H=Hits; 2B=Doubles; 3B=Triples; HR=Home Runs; RBI=Runs Batted In; BB=Walks; AVG=Batting Average; OBP=On Base Percentage; SLG=Slugging Percentage"
Pitching.
"Note: G=Games Played; GS=Games Started; ERA=Earned Run Average; W=Wins; L=Losses; SV=Saves; IP=Innings Pitched; H=Hits; R=Runs; ER= Earned Runs; BB=Walks; SO= Strikeouts" |
Bluetongue disease
Bluetongue (BT) disease is a noncontagious, arthropod-borne viral disease affecting ruminants, primarily sheep and other domestic or wild ruminants, including cattle, yaks, goats, buffalo, deer, dromedaries, and antelope. It is caused by Bluetongue virus (BTV), a non-enveloped, double-stranded RNA virus belongs to the genus "Orbivirus" within the family "Reoviridae". The virus is mainly transmitted by biting midges, specifically "Culicoides" species (e.g. "Culicoides imicola", "Culicoides oxystoma," and "Culicoides variipennis"). BTV has a widespread geographical distribution, encompassing numerous continents and regions, including Africa, Asia, Australia, Europe, North America, and various tropical and subtropical regions. At present, there are more than 28 recognized serotypes of BTV. Bluetongue outbreaks have had a significant economic impact, with estimated global losses reaching approximately 3 billion USD.
Clinical signs.
In sheep, BTV causes an acute disease with high morbidity and mortality. BTV also infects goats, cattle, and other domestic animals, as well as wild ruminants (for example, blesbuck, white-tailed deer, elk, and pronghorn antelope). The clinical signs are summarized under the term FFF (fever, face, feet).
|
Major signs are high fever, excessive salivation, swelling of the face and tongue, and cyanosis (in severe conditions) of the tongue. Swelling of the lips and tongue gives the tongue its typical blue appearance, though this sign is confined to a minority of the animals. Nasal signs may be prominent, with nasal discharge and stertorous respiration.
Some animals also develop foot lesions, beginning with coronitis, with consequent lameness. In sheep, this can lead to knee-walking. In cattle, constant changing of position of the feet gives bluetongue the nickname the dancing disease. Torsion of the neck (opisthotonos or torticollis) is observed in severely affected animals.
Not all animals develop signs, but all those that do lose condition rapidly, and the sickest die within a week. For affected animals that do not die, recovery is very slow, lasting several months.
The incubation period is 5–20 days, and all signs usually develop within a month. The mortality rate is normally low, but it is high in susceptible breeds of sheep. In Africa, local breeds of sheep may have no mortality, but in imported breeds, it may be up to 90%.
|
The manifestation of clinical signs in cattle is contingent upon the strain of virus. BTV-8 has been documented to cause a severe disease state and mortality in cattle. The current circulation of BTV-3 in Northern Europe is epidemiologically noteworthy due to the presentation of clinical signs in cattle and a higher sheep mortality rate than that observed with BTV-8. Other ruminants, such as goats, typically exhibit minimal or no clinical signs despite high virus levels in blood. Therefore, they could serve as potential virus reservoirs of BTV. Red deer are an exception, and in them the disease may be as acute as in sheep.
Lamb infected in utero can develop congenital hydranencephaly. This abnormality is a condition in which the brain's cerebral hemispheres are like swiss cheese, or absent, and replaced by sacs filled with cerebrospinal fluid. Ewes infected with bluetongue virus while pregnant can have lambs with this defect, as well as giving birth to lambs who are small, weak, deformed or blind. These affected lambs die within a few days of birth, or are born dead.
|
Microbiology.
Bluetongue is caused by the pathogenic vector-borne RNA virus, "Bluetongue virus" ("BTV"), of the genus "Orbivirus" within the "Reoviridae" family. The virus particle consists of 10 strands of double-stranded RNA surrounded by two protein shells. Unlike other arboviruses, BTV lacks a lipid envelope. The virus exhibits icosahedral symmetry, with a diameter of approximately 80–90 nm. The structure of the 70 nm core was determined in 1998 and was at the time the largest atomic structure to be solved.
The 10 viral genome segments have been found to encode 7 structural (VP1–VP7) and 5 non-structural (NS1, NS2, NS3/NS3A, NS4 and NS5) proteins. There are currently more than 28 known serotypes of BTV. The sequence of genome Seg-2 and its translated protein VP2, as well as that of Seg-6 and its translated protein VP5, exhibit variations that determine the serotypes.
|
Evolution.
The viral genome is replicated via structural protein VP1, an RNA-dependent RNA polymerase. The lack of proof-reading abilities results in high levels of transcription errors, resulting in single nucleotide mutations. Despite this, the BTV genome is quite stable, exhibiting a low rate of variants arising in populations. Evidence suggests this is due to purifying selection across the genome as the virus is transmitted alternately through its insect and animal hosts. However, individual gene segments undergo different selective pressures and some, particularly segments 4 and 5, are subject to positive selection.
The BTV genome exhibits rapid evolution through genetic drift, reassortment of genome segments (genetic shift), and intragenic recombination. This evolutionary process, in conjunction with the random fixation of quasispecies variants during transmission between susceptible animals and vectors, is postulated to be the primary driver of the genetic diversity observed in BTV field strains. Reassortment can lead to a rapid shift in phenotypes independent of the slow rate of mutation. During this process, gene segments are not randomly reassorted. Rather, there appears to be a mechanism for selecting for or against certain segments from the parental serotypes present. However, this selective mechanism is still poorly understood.
|
To date, BTV serotypes 25 and above have been identified as the causative agents of infection in small ruminants. The infection is subclinical, which likely explains why these serotypes, which are less or non-virulent, have not been identified earlier through laboratory diagnosis studies. It is noteworthy that BTV serotypes 25 and higher are transmitted without midges, indicating that direct contact between sheep or goats may be a potential vector.
Epidemiology.
The presence of the insect vectors determines the bluetongue disease's global distribution, with regions in Africa, Asia, Australia, Europe, North America, and other tropical/subtropical area being most affected.
The virus persists in areas where climatic conditions support the survival of "Culicoides" midges during winter. This adaptability allows the disease to establish itself in new regions when conditions become favorable.
An outline of the transmission cycle of BTV is illustrated in article Parasitic flies of domestic animals.
Its occurrence is seasonal in the affected Mediterranean countries, subsiding when temperatures drop and hard frosts kill the adult midge vectors.
|
Viral survival and vector longevity is seen during milder winters.
A significant contribution to the northward spread of bluetongue disease has been the ability of "C. obsoletus" and "C.pulicaris" to acquire and transmit the pathogen, both of which are spread widely throughout Europe. This is in contrast to the original "C.imicola" vector, which is limited to North Africa and the Mediterranean. The relatively recent novel vector has facilitated a far more rapid spread than the simple expansion of habitats north through global warming.
In August 2006, cases of bluetongue were found in the Netherlands, then Belgium, Germany, and Luxembourg.
In 2007, the first case of bluetongue in the Czech Republic was detected in one bull near Cheb at the Czech-German border.
In September 2007, the UK reported its first ever suspected case of the disease, in a Highland cow on a rare-breeds farm near Ipswich, Suffolk.
Since then, the virus has spread from cattle to sheep in Britain.
By October 2007, bluetongue had become a serious threat in Scandinavia and Switzerland
|
and the first outbreak in Denmark was reported. In autumn 2008, several cases were reported in the southern Swedish provinces of Småland, Halland, and Skåne,
as well as in areas of the Netherlands bordering Germany, prompting veterinary authorities in Germany to intensify controls.
Norway had its first finding in February 2009, when cows at two farms in Vest-Agder in the south of Norway showed an immune response to bluetongue. A number of countries, including Norway and Finland, were certified as free of the disease in 2011 and 2021, respectively.
In 2023, Europe witnessed a series of notable epizootic occurrences at higher latitudes, partially attributable to the emergence of a novel serotype, BTV-3. The serotype was first identified in the Netherlands in September 2023 and has since been documented in numerous European countries, including Belgium, Germany, the Netherlands, France, Spain, the UK, Norway, and Sweden.
Although the disease is not a threat to humans, the most vulnerable common domestic ruminants are cattle, goats, and especially, sheep.
|
Overwintering.
A puzzling aspect of BTV is its survival between midge seasons in temperate regions. Adults of "Culicoides" are killed by cold winter temperatures, and BTV infections typically do not last for more than 60 days, which is not long enough for BTV to survive until the next spring. It is believed that the virus somehow survives in overwintering midges or animals. Multiple mechanisms have been proposed. A few adult "Culicoides" midges infected with BTV may survive the mild winters of the temperate zone. Some midges may even move indoors to avoid the cold temperature of the winter. Additionally, BTV could cause a chronic or latent infection in some animals, providing another means for BTV to survive the winter. BTV can also be transmitted from mother to fetus. The outcome is abortion or stillbirth if fetal infection occurs early in gestation and survival if infection occurs late. However infection at an intermediate stage, before the fetal immune system is fully developed, may result in a chronic infection that lingers until the first months after birth of the lamb. Midges then spread the pathogen from the calves to other animals, starting a new season of infection.
|
Climate change.
The spread of bluetongue to Southern, Central, and Northern Europe provides an illustrative example of the complex interactions between climate change, vector habitat suitability, animal population density, distribution, and movement, which collectively influence the patterns of disease emergence and transmission.
Treatment and prevention.
There are currently no antiviral medications that have been approved for the treatment of bluetongue disease. The standard of care involves the administration of anti-inflammatory drugs and supportive nursing care to alleviate the clinical signs and symptoms. Prevention is effected via quarantine, vaccination, and control of the midges vector, including inspection of aircraft. The recurrent emergence of novel strains and the occurrence of new outbreaks with significant socio-economic impacts highlight the urgent need for effective antiviral strategies. The current vaccines for bluetongue virus (BTV) are serotype-specific, which limits their utility and has led to interest in host-targeted antiviral strategies that offer broader activity against multiple serotypes and a reduced risk of resistance development.
|
Livestock management and insect control.
Some available key measures include vector control, such as the use of insecticides, insect-proof nets, and improved housing to reduce exposure to biting midges. Additionally, the removal of infected animals helps prevent further transmission by reducing the number of viremic hosts, while movement restrictions—including quarantines and health certifications—prevent the introduction of the virus to uninfected regions.
Vaccines.
Vaccination still represents an effective strategy for protecting ruminants against bluetongue. However, this is only possible with a vaccine that is effective against the relevant serotype. The most prevalent vaccines are live attenuated vaccines and killed or inactivated vaccines. Other potential vaccines include subunit vaccines, virus-like particles, DNA vaccines, disabled unfectious single animal vaccines (DISA), and disabled infectious single-cycle vaccines (DISC).
Protection by live attenuated vaccines (LAVs) are serotype specific. Multiserotype LAV cocktails can induce neutralizing antibodies against unincluded serotypes, and subsequent vaccinations with three different pentavalent LAV cocktails induce broad protection. These pentavalent cocktails contain 15 different serotypes in total: serotypes 1 through 14, as well as 19.
|
Immunization with any of the available vaccines, though, precludes later serological monitoring of affected cattle populations, a problem that could be resolved using next-generation subunit vaccines.
In January 2015, the vaccine Raksha Blu was launched in India. It is designed to protect livestock against five strains of the bluetongue virus.
The vaccine Syvazul BTV was authorized for veterinary use in the European Union in January 2019.
In January 2025, the Committee for Veterinary Medicinal Products (CVMP) of the European Medicines Agency adopted a positive opinion, recommending the granting of a marketing authorization for the veterinary medicinal product Bluevac-3, suspension for injection, intended for cattle and sheep. The applicant for this veterinary medicinal product is CZ Vaccines S.A.U. Bluevac-3 is a vaccine containing inactivated bluetongue virus, serotype 3, BTV-3/NET2023 as active substance. The vaccine is intended to stimulate the active immunity of sheep and cattle against bluetongue virus serotype 3. The CVMP also adopted a positive opinion, recommending the granting of a marketing authorization for the veterinary medicinal product Syvazul BTV 3, suspension for injection, intended for sheep. The applicant for this veterinary medicinal product is Laboratorios Syva S.A. Syvazul BTV 3 is a vaccine containing Bluetongue virus, serotype 3, BTV-3/NET2023, inactivated as active substance. It is intended for the active immunization of sheep against bluetongue virus serotype 3.
|
History.
In the early stages of its identification, BT was referred to by a number of different names, including "epizootic catarrh," "fever," "malarial catarrhal fever of sheep," and "epizootic malignant catarrhal fever of sheep." This was due to the prevailing belief at the time that BT was caused by an intraerythrocytic parasite. The English translation "Bluetongue" was initially proposed by Spreull and derived from the Afrikaans term "bloutong," which refers to the condition of cyanosis of the tongue in clinically affected sheep. Although bluetongue disease was already recognized in South Africa in the early 19th century, a comprehensive description of the disease was not published until the first decade of the 20th century. In 1906, Arnold Theiler showed that bluetongue was caused by a filterable agent. He also created the first bluetongue vaccine, which was developed from an attenuated BT V strain. For many decades, bluetongue was thought to be confined to Africa. The first confirmed outbreak outside of Africa occurred in Cyprus in 1943.
|
In 2021, a vessel owned by Khalifeh Livestock Trading and managed by Talia Shipping Line, both based in Lebanon, has been denied right to dock in Spain, as it has about 895 male calves suspected to be infected by bluetongue disease.
Related diseases.
African horse sickness is related to bluetongue and is spread by the same midges ("Culicoides" species). It can kill the horses it infects and mortality may go as high as 90% of the infected horses during an epidemic.
"Epizootic hemorrhagic disease virus" is closely related and crossreacts with "Bluetongue virus" on many blood tests. |
Bruce Perens
Bruce Perens (born around 1958) is an American computer programmer and advocate in the free software movement. He created "The Open Source Definition" and published the first formal announcement and manifesto of open source. He co-founded the Open Source Initiative (OSI) with Eric S. Raymond.
In 2005, Perens represented Open Source at the United Nations World Summit on the Information Society, at the invitation of the United Nations Development Programme. He has appeared before national legislatures and is often quoted in the press, advocating for open source and the reform of national and international technology policy.
Perens is also an amateur radio operator, with call sign K6BP. He promotes open radio communications standards and open-source hardware.
In 2016 Perens, along with Boalt Hall (Berkeley Law) professor Lothar Determann, co-authored "Open Cars" which appeared in the Berkeley Technology Law Journal.
In 2018 Perens founded the Open Research Institute (ORI), a non-profit research and development organization to address technologies involving Open Source, Open Hardware, Open Standards, Open Content, and Open Access to Research. In April 2022 he divorced himself from the organization and reported he was starting a new charity, HamOpen.org, to redirect his focus, and align with the ARRL organization for their liability insurance benefit. HamOpen has been most visible supporting the convention exhibitions of projects Perens supports, including M17 and FreeDV.
|
Companies.
Perens operates two companies: Algoram is a start-up which is creating a web-based control system for radio transmitters and other devices. Legal Engineering is a legal-technical consultancy which specializes in resolving copyright infringement in relation to open source software.
Early life.
Perens grew up in Long Island, New York. He was born with cerebral palsy, which caused him to have slurred speech as a child, a condition that led to a misdiagnosis of him as developmentally disabled in school and led the school to fail to teach him to read. He developed an interest in technology at an early age: besides his interest in amateur radio, he ran a pirate radio station in the town of Lido Beach and briefly engaged in phone phreaking.
Career.
Computer graphics.
Perens worked for seven years at the New York Institute of Technology Computer Graphics Lab. After that, he worked at Pixar for 12 years, from 1987 to 1999. He is credited as a studio tools engineer on the Pixar films "A Bug's Life" (1998) and "Toy Story 2" (1999).
|
No-Code International.
Perens founded No-Code International in 1998 with the goal of ending the Morse Code test then required for an amateur radio license. His rationale was that amateur radio should be a tool for young people to learn advanced technology and networking, rather than something that preserved antiquity and required new hams to master outmoded technology before they were allowed on the air.
Perens lobbied intensively on the Internet, at amateur radio events in the United States, and during visits to other nations. One of his visits was to Iceland, where he had half of that nation's radio amateurs in the room, and their vote in the International Amateur Radio Union was equivalent to that of the entire United States.
Debian Social Contract.
In 1997, Perens was carbon-copied on an email conversation between Donnie Barnes of Red Hat and Ean Schuessler, who was then working on Debian. Schuessler bemoaned that Red Hat had never stated its social contract with the developer community. Perens took this as inspiration to create a formal social contract for Debian. In a blog posting, Perens claims not to have made use of the Three Freedoms (later the Four Freedoms) published by the Free Software Foundation in composing his document. Perens proposed a draft of the Debian Social Contract to the Debian developers on the debian-private mailing list early in June 1997. Debian developers contributed discussion and changes for the rest of the month while Perens edited, and the completed document was then announced as Debian project policy. Part of the Debian Social Contract was the Debian Free Software Guidelines, a set of 10 guidelines for determining whether a set of software can be described as "free software", and thus whether it could be included in Debian.
|
Open Source Definition and The Open Source Initiative.
On February 3, 1998, a group of people (not including Perens) met at VA Linux Systems to discuss the promotion of Free Software to business in pragmatic terms, rather than the moral terms preferred by Richard Stallman. Christine Petersen of the nanotechnology organization Foresight Institute, who was present because Foresight took an early interest in Free Software, suggested the term "Open Source". The next day, Eric S. Raymond recruited Perens to work with him on the formation of Open Source. Perens modified the Debian Free Software Guidelines into the Open Source Definition by removing Debian references and replacing them with "Open Source".
The original announcement of The Open Source Definition was made on February 9, 1998, on Slashdot and elsewhere; the definition was given in Linux Gazette on February 10, 1998.
Concurrently, Perens and Raymond established the Open Source Initiative, an organization intended to promote open source software.
Perens left OSI in 1999, a year after co-founding it. In February 1999 in an email to the Debian developers mailing list he explained his decision and stated that, though "most hackers know that Free Software and Open Source are just two words for the same thing", the success of "open source" as a marketing term had "de-emphasized the importance of the freedoms involved in Free Software"; he added, "It's time for us to fix that." He stated his regret that OSI co-founder Eric Raymond "seems to be losing his free software focus." But in the following 2000s he spoke about Open source again. Perens presently volunteers as the Open Source Initiative's representative to the European Technical Standards Institute ("ETSI"), and is a frequent participant in review of license texts submitted to OSI for certification as Open Source licenses.
|
Linux Capital Group.
In 1999, Perens left Pixar and became the president of Linux Capital Group, a business incubator and venture capital firm focusing on Linux-based businesses. Their major investment was in Progeny Linux Systems, a company headed by Debian founder Ian Murdock. In 2000, as a result of the economic downturn, Perens shut down Linux Capital Group. (Progeny Linux Systems would end operations in 2007.)
Hewlett-Packard.
From December 2000 to September 2002, Perens served as "Senior Global Strategist for Linux and Open Source" at Hewlett-Packard, internally evangelizing for the use of Linux and other open-source software. He was fired as a result of his anti-Microsoft statements, which especially became an issue after HP acquired Compaq, a major manufacturer of Microsoft Windows-based PCs, in 2002.
UserLinux.
In 2003 Perens created UserLinux, a Debian-based distribution whose stated goal was, "Provide businesses with freely available, high quality Linux operating systems accompanied by certifications, service, and support options designed to encourage productivity and security while reducing overall costs." UserLinux was eventually overtaken in popularity by Ubuntu, another Debian-based distribution, which was started in 2004, and UserLinux became unmaintained in 2006.
|
SourceLabs.
Perens was an employee of SourceLabs, a Seattle-based open source software and services company, from June 2005 until December 2007. He produced a video commercial, "Impending Security Breach", for SourceLabs in 2007. (SourceLabs was acquired by EMC in 2009.)
University faculty.
Between 1981 and 1986, Perens was on the staff of the New York Institute of Technology Computer Graphics Lab as a Unix kernel programmer.
In 2002, Perens was a remote Senior Scientist for Open Source with the Cyber Security Policy Laboratory of George Washington University under the direction of Tony Stanco. Stanco was director of the laboratory for a year, while its regular director was on sabbatical.
Between 2006 and 2007, Perens was a visiting lecturer and researcher for the University of Agder under a three-year grant from the Competence Fund of Southern Norway. During this time he consulted the Norwegian Government and other entities on government policy issues related to computers and software. After this time Perens worked remotely on Agder programs, mainly concerning the European Internet Accessibility Observatory.
|
Other activities.
In 2007, some of Perens's government advisory roles included a meeting with the President of the Chamber of Deputies (the lower house of parliament) in Italy and testimony to the Culture Committee of the Chamber of Deputies; a keynote speech at the foundation of Norway's Open Source Center, following Norway's Minister of Governmental Reform (Perens is on the advisory board of the center); he provided input on the revision of the European Interoperability Framework; and he was keynote speaker at a European Commission conference on "Digital Business Ecosystems at the Centre Borschette, Brussels, on November 7".
In 2009, Perens acted as an expert witness on open source in the Jacobsen v. Katzer U.S. Federal lawsuit. His report, which was made publicly available by Jacobsen, presented the culture and impact of open-source software development to the federal courts.
Perens delivered one of the keynote addresses at the 2012 linux.conf.au conference in Ballarat, Australia. He discussed the need for open source software to market itself better to non-technical users. He also discussed some of the latest developments in open-source hardware, such as Papilio and Bus Pirate.
|
In 2013, Perens spoke in South America, as the closing keynote at Latinoware 2013. He was the keynote of CISL – Conferencia Internacional de Software Libre, in Buenos Aires, Argentina, and keynoted a special event along with the Minister of software and innovation of Chubut Province, in Puerto Madrin, Patagonia, Argentina. He keynoted the Festival de Software Libre 2013, in Puerto Vallarta, Mexico.
In 2014–2015, Perens took a break from Open Source conferences, having spoken at them often since 1996. In 2016, he returned to the conference circuit, keynoting the Open Source Insight conference in Seoul, sponsored by the Copyright Commission of South Korea. Perens web site presently advertises his availability to keynote conferences as long as travel and lodging expenses are compensated.
In 2020, Perens delivered the talk, "What Comes After Open Source?" for DebConf 2020. He discussed the future of open source licensing and the need to develop alternative licensing structures so that open source developers could get paid for their work.
|
Views.
Perens poses "Open Source" as a means of marketing the free and open-source software idea to business people and mainstream who might be more interested in the practical benefits of an open source development model and ecosystem than abstract ethics. He states that open source and free software are only two ways of talking about the same phenomenon, a point of view not shared by Stallman and his free software movement. Perens postulated in 2004 an economic theory for business use of Open Source in his paper "The Emerging Economic Paradigm of Open Source" and his speech "Innovation Goes Public". This differs from Raymond's theory in "The Cathedral and the Bazaar", which having been written before there was much business involvement in open source, explains open source as a consequence of programmer motivation and leisure.
In February 2008, for the 10th anniversary of the phrase "open source", Perens published a message to the community called "State of Open Source Message: A New Decade For Open Source". Around the same time the ezine RegDeveloper published an interview with Perens where he spoke of the successes of open source, but also warned of dangers, including a proliferation of OSI-approved licenses which had not undergone legal scrutiny. He advocated the use of the GPLv3 license, especially noting Linus Torvalds' refusal to switch away from GPLv2 for the Linux kernel.
|
Bruce Perens supported Bernie Sanders for President and he claims that his experience with the open source movement influenced that decision. On July 13, 2016, following Sanders's endorsement of Hillary Clinton for president, Perens endorsed Clinton.
In January 2013, Perens advocated for abolishment of the Second Amendment to the U.S. constitution, stating that he does "not believe in private ownership of firearms" and that he would "take away guns currently held by individuals, without compensation for their value." He reiterated this view in a June 2014 interview in Slashdot, and in November 2017 on his Twitter account.
Amateur radio and other activities.
Perens is an avid amateur radio enthusiast (call sign K6BP) and maintained technocrat.net, which he closed in late 2008, because its revenues did not cover its costs.
Media appearances.
Perens is featured in the 2001 documentary film "Revolution OS" and the 2006 BBC television documentary "The Code-Breakers".
From 2002 to 2006, Prentice Hall PTR published the Bruce Perens' Open Source Series, a set of 24 books covering various open source software tools, for which Perens served as the series editor. It was the first book series to be published under an open license.
Personal life.
Perens lives in Berkeley, California with his wife, Valerie, and son, Stanley, born in 2000. |
Bundle theory
Bundle theory, originated by the 18th century Scottish philosopher David Hume, is the ontological theory about objecthood in which an object consists only of a collection ("bundle") of properties, relations or tropes.
According to bundle theory, an object consists of its properties and nothing more; thus, there cannot be an object without properties and one cannot "conceive" of such an object. For example, when we think of an apple, we think of its properties: redness, roundness, being a type of fruit, "etc". There is nothing above and beyond these properties; the apple is nothing more than the collection of its properties. In particular, there is no "substance" in which the properties are "inherent".
Bundle theory has been contrasted with the "ego theory" of the self, which views the egoic self as a soul-like substance existing in the same manner as the corporeal self.
Arguments in favor.
The difficulty in conceiving and or describing an object without also conceiving and or describing its properties is a common justification for bundle theory, especially among current philosophers in the Anglo-American tradition.
|
The inability to comprehend any aspect of the thing other than its properties implies, this argument maintains, that one cannot conceive of a "bare particular" (a "substance" without properties), an implication that directly opposes substance theory. The conceptual difficulty of "bare particulars" was illustrated by John Locke when he described a "substance" by itself, apart from its properties as "something, I know not what. [...] The idea then we have, to which we give the general name substance, being nothing but the supposed, but unknown, support of those qualities we find existing, which we imagine cannot subsist sine re substante, without something to support them, we call that support substantia; which, according to the true import of the word, is, in plain English, standing under or upholding."
Whether a "relation" of an object is one of its properties may complicate such an argument. However, the argument concludes that the conceptual challenge of "bare particulars" leaves a bundle of properties and nothing more as the only possible conception of an object, thus justifying bundle theory.
|
Objections.
Bundle theory maintains that properties are "bundled" together in a collection without describing how they are tied together. For example, bundle theory regards an apple as red, wide, and juicy but lacking an underlying "substance". The apple is said to be a "bundle of properties" including redness, being wide, and juiciness.
Hume used the term "bundle" in this sense, also referring to the personal identity, in his main work: "I may venture to affirm of the rest of mankind, that they are nothing but a bundle or collection of different perceptions, which succeed each other with inconceivable rapidity, and are in a perpetual flux and movement".
Critics question how bundle theory accounts for the properties' "compresence" (the "togetherness" relation between those properties) without an underlying "substance". Critics also question how any two given properties are determined to be properties of the same object if there is no "substance" in which they both "inhere". This argument is done away with if one considers spatio-temporal location to be a property as well.
|
Traditional bundle theory explains the "compresence" of properties by defining an object as a collection of properties "bound" together. Thus, different combinations of properties and relations produce different objects. Redness and juiciness, for example, may be found together on top of the table because they are part of a bundle of properties located on the table, one of which is the "looks like an apple" property.
By contrast, substance theory explains the "compresence" of properties by asserting that the properties are found together because it is the "substance" that has those properties. In substance theory, a "substance" is the thing in which properties "inhere". For example, redness and juiciness are found on top of the table because redness and juiciness "inhere" in an apple, making the apple red and juicy.
The "bundle theory of substance" explains "compresence". Specifically, it maintains that properties' compresence itself engenders a "substance". Thus, it determines "substancehood" empirically by the "togetherness" of properties rather than by a "bare particular" or by any other non-empirical underlying strata. The "bundle theory of substance" thus rejects the substance theories of Aristotle, Descartes, Leibniz, and more recently, J. P. Moreland, Jia Hou, Joseph Bridgman, Quentin Smith, and others.
|
Buddhism.
The Indian Madhyamaka philosopher, Chandrakirti, used the aggregate nature of objects to demonstrate the lack of essence in what is known as the sevenfold reasoning. In his work, "Guide to the Middle Way" (Sanskrit: "Madhyamakāvatāra"), he says:
He goes on to explain what is meant by each of these seven assertions, but briefly in a subsequent commentary he explains that the conventions of the world do not exist essentially when closely analyzed, but exist only through being taken for granted, without being subject to scrutiny that searches for an essence within them.
Another view of the Buddhist theory of the self, especially in early Buddhism, is that the Buddhist theory is essentially an eliminativist theory. According to this understanding, the self can not be reduced to a bundle because there is nothing that answers to the concept of a self. Consequently, the idea of a self must be eliminated. |
Bernard Montgomery
Field Marshal Bernard Law Montgomery, 1st Viscount Montgomery of Alamein (; 17 November 1887 – 24 March 1976), nicknamed "Monty", was a senior British Army officer who served in the First World War, the Irish War of Independence and the Second World War.
Montgomery first saw action in the First World War as a junior officer of the Royal Warwickshire Regiment. At Méteren, near the Belgian border at Bailleul, he was shot through the right lung by a sniper, during the First Battle of Ypres. On returning to the Western Front as a general staff officer, he took part in the Battle of Arras in AprilMay 1917. He also took part in the Battle of Passchendaele in late 1917 before finishing the war as chief of staff of the 47th (2nd London) Division. In the inter-war years he commanded the 17th (Service) Battalion, Royal Fusiliers and, later, the 1st Battalion, Royal Warwickshire Regiment before becoming commander of the 9th Infantry Brigade and then general officer commanding (GOC), 8th Infantry Division.
|
During the Western Desert campaign of the Second World War, Montgomery commanded the British Eighth Army from August 1942. He subsequently commanded the British Eighth Army during the Allied invasion of Sicily and the Allied invasion of Italy and was in command of all Allied ground forces during the Battle of Normandy (Operation Overlord), from D-Day on 6 June 1944 until 1 September 1944. He then continued in command of the 21st Army Group for the rest of the , including the failed attempt to cross the Rhine during Operation Market Garden. When German armoured forces broke through the US lines in Belgium during the Battle of the Bulge, Montgomery received command of the northern shoulder of the Bulge. Montgomery's 21st Army Group, including the US Ninth Army and the First Allied Airborne Army, crossed the Rhine in Operation Plunder in March 1945. By the end of the war, troops under Montgomery's command had taken part in the encirclement of the Ruhr Pocket, liberated the Netherlands, and captured much of north-west Germany. On 4 May 1945, Montgomery accepted the surrender of the German forces in north-western Europe at Lüneburg Heath, south of Hamburg, after the surrender of Berlin to the USSR on 2 May.
|
After the war he became Commander-in-Chief of the British Army of the Rhine (BAOR) in Germany and then Chief of the Imperial General Staff (1946–1948). From 1948 to 1951, he served as Chairman of the Commanders-in-Chief Committee of the Western Union. He then served as NATO's Deputy Supreme Allied Commander Europe until his retirement in 1958.
Early life.
Montgomery was born in Kennington, Surrey, in 1887, the fourth child of nine, to a Church of Ireland minister, Henry Montgomery, and his wife Maud ("née" Farrar). The Montgomerys, an Ulster Scots 'Ascendancy' gentry family, were the County Donegal branch of the Clan Montgomery. The Rev. Henry Montgomery, at that time Vicar of St Mark's Church, Kennington, was the second son of Sir Robert Montgomery, a native of Inishowen in County Donegal in the north-west of Ulster, and a noted colonial administrator in British India. Sir Robert died a month after his grandson's birth. He was probably a descendant of Colonel Alexander Montgomery. Bernard's mother, Maud, was the daughter of Frederic William Canon Farrar, the famous preacher, and was eighteen years younger than her husband.
|
After the death of Sir Robert Montgomery, Henry inherited the Montgomery ancestral estate of New Park in Moville, a small town in Inishowen in the north of County Donegal in Ulster, the northern province in Ireland. There was still £13,000 to pay on a mortgage, a large debt in the 1880s (equivalent to £ in ) and Henry was at the time still only an Anglican vicar. Despite selling off all the farms that were in the townland of Ballynally, on the north-western shores of Lough Foyle, "there was barely enough to keep up New Park and pay for the blasted summer holiday" (i.e., at New Park).
It was a financial relief of some magnitude when, in 1889, Henry was made Bishop of Tasmania, then still a British colony, and Bernard spent his formative years there. Bishop Montgomery considered it his duty to spend as much time as possible in the rural areas of Tasmania and was away for up to six months at a time. While he was away, his wife, still in her mid-twenties, gave her children "constant" beatings, then ignored them most of the time. Of Bernard's siblings, Sibyl died prematurely in Tasmania, and Harold, Donald and Una all emigrated. Maud Montgomery took little active interest in the education of her young children other than to have them taught by tutors brought from Britain, although he briefly attended the then coeducational St Michael's Collegiate School. The loveless environment made Bernard something of a bully, as he himself recalled: "I was a dreadful little boy. I don't suppose anybody would put up with my sort of behaviour these days." Later in life Montgomery refused to allow his son David to have anything to do with his grandmother, and refused to attend her funeral in 1949.
|
The family returned to England once for a Lambeth Conference in 1897, and Bernard and his brother Harold were educated at The King's School, Canterbury. In 1901, Bishop Montgomery became secretary of the Society for the Propagation of the Gospel, and the family returned to London. Montgomery attended St Paul's School and then the Royal Military College, Sandhurst, from which he was almost expelled for rowdiness and violence. On graduation in September 1908 he was commissioned into the 1st Battalion the Royal Warwickshire Regiment as a second lieutenant, and first saw overseas service later that year in India. He was promoted to lieutenant in 1910, and in 1912 became adjutant of the 1st Battalion of his regiment at Shorncliffe Army Camp.
First World War.
|
After recovering in early 1915, he was appointed brigade major, first of the 112th Infantry Brigade, and then with 104th Infantry Brigade, then training in Lancashire. He returned to the Western Front in early 1916 with his brigade, seeing service with it during the Battle of the Somme later in the year. In January 1917 he was assigned as a general staff officer, grade 2 (GSO2) with the 33rd Division and took part in the Battle of Arras in AprilMay. In July he transferred over as a GSO2 to IX Corps, part of General Sir Herbert Plumer's Second Army.
It was in this role that Montgomery served at the Battle of Passchendaele which began in late July 1917. He was promoted to the temporary rank of major in February 1918, and brevet major in June. He finished the war in November 1918 as GSO1 (effectively chief of staff) of the 47th (2nd London) Division, with the temporary rank of lieutenant colonel, to which appointment and rank he had been assigned to on 16 July. A photograph from October 1918, reproduced in many biographies, shows the then unknown Lieutenant-Colonel Montgomery standing in front of Winston Churchill (then the Minister of Munitions) at the parade following the liberation of Lille.
|
Montgomery was profoundly influenced by his experiences during the war, in particular by the leadership, or rather the lack of it, being displayed by the senior commanders. He later wrote:
Between the world wars.
1920s and Ireland.
After the First World War, Montgomery commanded the 17th (Service) Battalion of the Royal Fusiliers, a battalion in the British Army of the Rhine, before reverting to his substantive rank of captain (brevet major) in November 1919. He had not at first been selected for the Staff College in Camberley, Surrey (his only hope of ever achieving high command). But at a tennis party in Cologne, he was able to persuade the Commander-in-chief (C-in-C) of the British Army of Occupation, Field Marshal Sir William Robertson, to add his name to the list.
After graduating from the Staff College, he was appointed brigade major in the 17th Infantry Brigade in January 1921. The brigade was stationed in County Cork, Ireland, carrying out counter-guerilla operations during the final stages of the Irish War of Independence.
|
Montgomery came to the conclusion that the conflict could not be won without harsh measures, and that self-government for Ireland was the only feasible solution; in 1923, after the establishment of the Irish Free State and during the Irish Civil War, Montgomery wrote to Colonel Arthur Ernest Percival of the Essex Regiment:
In one noteworthy incident on 2 May 1922, Montgomery led a force of 60 soldiers and 4 armoured cars to the town of Macroom to search for four British officers who were missing in the area. While he had hoped the show of force would assist in finding the men, he was under strict orders not to attack the IRA. On arriving in the town square in front of Macroom Castle, he summoned the IRA commander, Charlie Browne, to parley. At the castle gates Montgomery spoke to Browne, explaining what would happen should the officers not be released. Once finished, Browne responded with his own ultimatum to Montgomery to "leave town within 10 minutes". Browne then turned heels and returned to the Castle. At this point another IRA officer, Pat O'Sullivan, whistled to Montgomery drawing his attention to scores of IRA volunteers who had quietly taken up firing positions all around the square—surrounding Montgomery's forces. Realising his precarious position, Montgomery led his troops out of the town, a decision which raised hostile questions in the House of Commons but was later approved by Montgomery's own superiors. Unknown to Montgomery at this time, the four missing officers had already been executed.
|
In May 1923, Montgomery was posted to the 49th (West Riding) Infantry Division, a Territorial Army (TA) formation. He returned to the 1st Battalion, Royal Warwickshire Regiment in 1925 as a company commander and was promoted to major in July 1925. From January 1926 to January 1929 he served as Deputy Assistant Adjutant General at the Staff College, Camberley, in the temporary rank of lieutenant-colonel.
Marriage and family.
In 1925, in his first known courtship of a woman, Montgomery, then in his late thirties, proposed to a 17-year-old girl, Betty Anderson. His approach included drawing diagrams in the sand of how he would deploy his tanks and infantry in a future war, a contingency which seemed very remote at that time. She respected his ambition and single-mindedness but declined his proposal.
In 1927, he met and married Elizabeth (Betty) Carver, "née" Hobart. She was the sister of the future Second World War commander Sir Percy Hobart. Betty Carver had two sons in their early teens, John and Dick, from her first marriage to Oswald Carver. Dick Carver later wrote that it had been "a very brave thing" for Montgomery to take on a widow with two children. Montgomery's son, David, was born in August 1928.
|
While on holiday in Burnham-on-Sea in Somerset in 1937, Betty suffered an insect bite which became infected, and she died in her husband's arms from septicaemia following amputation of her leg. The loss devastated Montgomery, who was then serving as a brigadier, but he insisted on throwing himself back into his work immediately after the funeral. Montgomery's marriage had been extremely happy. Much of his correspondence with his wife was destroyed when his quarters at Portsmouth were bombed during the Second World War. After Montgomery's death, John Carver wrote that his mother had arguably done the country a favour by keeping his personal oddities—his extreme single-mindedness, and his intolerance of and suspicion of the motives of others—within reasonable bounds long enough for him to have a chance of attaining high command.
Both of Montgomery's stepsons became army officers in the 1930s (both were serving in India at the time of their mother's death), and both served in the Second World War, each eventually attaining the rank of colonel. While serving as a GSO2 with Eighth Army, Dick Carver was sent forward during the pursuit after El Alamein to help identify a new site for Eighth Army HQ. He was taken prisoner at Mersa Matruh on 7 November 1942. Montgomery wrote to his contacts in England asking that inquiries be made via the Red Cross as to where his stepson was being held, and that parcels be sent to him. Like many British POWs, the most famous being General Richard O'Connor, Dick Carver escaped in September 1943 during the brief hiatus between Italy's departure from the war and the German seizure of the country. He eventually reached British lines on 5 December 1943, to the delight of his stepfather, who sent him home to Britain to recuperate.
1930s.
|
In January 1929 Montgomery was promoted to brevet lieutenant-colonel. That month he returned to the 1st Battalion, Royal Warwickshire Regiment again, as Commander of Headquarters Company; he went to the War Office to help write the Infantry Training Manual in mid-1929. In 1931 Montgomery was promoted to substantive lieutenant-colonel and became the Commanding officer (CO) of the 1st Battalion, Royal Warwickshire Regiment and saw service in Palestine and British India. He was promoted to colonel in June 1934 (seniority from January 1932). He attended and was then recommended to become an instructor at the Indian Army Staff College (now the Pakistan Command and Staff College) in Quetta, British India.
On completion of his tour of duty in India, Montgomery returned to Britain in June 1937 where he took command of the 9th Infantry Brigade with the temporary rank of brigadier. His wife died that year.
In 1938, he organised an amphibious combined operations landing exercise that impressed the new C-in-C of Southern Command, General Sir Archibald Percival Wavell. He was promoted to major-general on 14 October 1938 and took command of the 8th Infantry Division in the British mandate of Palestine. In Palestine, Montgomery was involved in suppressing an Arab revolt which had broken out over opposition to Jewish emigration. He returned in July 1939 to Britain, suffering a serious illness on the way, to command the 3rd Infantry Division. Reporting the suppression of the revolt in April 1939, Montgomery wrote, "I shall be sorry to leave Palestine in many ways, as I have enjoyed the war out here".
|
Second World War.
British Expeditionary Force.
Phoney war.
Britain declared war on Germany on 3 September 1939 and the 3rd Division, together with its new General Officer Commanding (GOC), was deployed to France as part of the British Expeditionary Force (BEF), commanded by General Lord Gort. Shortly after the division's arrival overseas, Montgomery faced serious trouble from his military superiors and the clergy for his frank attitude regarding the sexual health of his soldiers, but was defended from dismissal by his superior Alan Brooke, commander of II Corps, of which Montgomery's division formed a part. Montgomery had issued a circular on the prevention of venereal disease, worded in such "obscene language" that both the Church of England and Roman Catholic senior chaplains objected; Brooke told Monty that he did not want any further errors of this kind, though deciding not to get him to formally withdraw it as it would remove any "vestige of respect" left for him.
|
Battle of France.
Montgomery's training paid off when the Germans began their invasion of the Low Countries on 10 May 1940 and the 3rd Division advanced to its planned position, near the Belgian city of Louvain. Soon after arrival, the division was fired on by members of the Belgian 10th Infantry Division who mistook them for German paratroopers; Montgomery resolved the incident by approaching them and offering to place himself under Belgian command, although Montgomery himself took control when the Germans arrived. During this time he began to develop a particular habit, which he would keep throughout the war, of going to bed at 21:30 every night without fail and giving only a single order—that he was not to be disturbed—which was only very rarely disobeyed.
The 3rd Division saw comparatively little action but, owing to the strict training methods of Montgomery, the division always managed to be in the right place at the right time, especially so during the retreat into France. By 27 May, when the Belgian Army on the left flank of the BEF began to disintegrate, the 3rd Division achieved something very difficult, the movement at night from the right to the left of another division and only 2,000 yards behind it. This was performed with great professionalism and occurred without any incidents and thereby filled a very vulnerable gap in the BEF's defensive line. On 29/30 May, Montgomery temporarily took over from Brooke, who received orders to return to the United Kingdom, as GOC of II Corps for the final stages of the Dunkirk evacuation.
|
The 3rd Division, temporarily commanded by Kenneth Anderson in Montgomery's absence, returned to Britain intact with minimal casualties. Operation Dynamo—codename for the Dunkirk evacuation—saw 330,000 Allied military personnel, including most of the BEF, to Britain, although the BEF was forced to leave behind a significant amount of equipment.
Service in the United Kingdom 1940−1942.
On his return Montgomery antagonised the War Office with trenchant criticisms of the command of the BEF and was briefly relegated to divisional command of 3rd Division, which was the only fully equipped division in Britain. He was made a Companion of the Order of the Bath.
Montgomery was ordered to make ready the 3rd Division to invade the neutral Portuguese Azores. Models of the islands were prepared and detailed plans worked out for the invasion. The invasion plans did not go ahead and plans switched to invading Cape Verde island also belonging to neutral Portugal. These invasion plans also did not go ahead. Montgomery was then ordered to prepare plans for the invasion of neutral Ireland and to seize Cork, Cobh and Cork harbour. These invasion plans, like those of the Portuguese islands, also did not go ahead and in July 1940, Montgomery was appointed acting lieutenant-general and after handing over command of his division to James Gammell, he was placed in command of V Corps, responsible for the defence of Hampshire and Dorset and started a long-running feud with the new Commander-in-chief (C-in-C) of Southern Command, Lieutenant-General Claude Auchinleck.
|
In April 1941, he became commander of XII Corps responsible for the defence of Kent. During this period he instituted a regime of continuous training and insisted on high levels of physical fitness for both officers and other ranks. He was ruthless in sacking officers he considered unfit for command in action. Promoted to temporary lieutenant-general in July, overseeing the defence of Kent, Sussex and Surrey. In December Montgomery was given command of South-Eastern Command. He renamed his command the South-Eastern Army to promote offensive spirit. During this time he further developed and rehearsed his ideas and trained his soldiers, culminating in Exercise Tiger in May 1942, a combined forces exercise involving 100,000 troops.
North Africa and Italy.
Montgomery's early command.
In 1942, a new field commander was required in the Middle East, where Auchinleck was fulfilling both the role of C-in-C of Middle East Command and commander Eighth Army. He had stabilised the Allied position at the First Battle of El Alamein, but after a visit in August 1942, the Prime Minister, Winston Churchill, replaced him as C-in-C with General Sir Harold Alexander and William Gott as commander of the Eighth Army in the Western Desert. However, after Gott was killed flying back to Cairo, Churchill was persuaded by Brooke, who by this time was Chief of the Imperial General Staff (CIGS), to appoint Montgomery, who had only just been nominated to replace Alexander, as commander of the British First Army for Operation Torch, the invasion of French North Africa.
|
A story, probably apocryphal but popular at the time, is that the appointment caused Montgomery to remark that "After having an easy war, things have now got much more difficult." A colleague is supposed to have told him to cheer up—at which point Montgomery said "I'm not talking about me, I'm talking about Rommel!"
Montgomery's assumption of command transformed the fighting spirit and abilities of the Eighth Army. Taking command on 13 August 1942, he immediately became a whirlwind of activity. He ordered the creation of the X Corps, which contained all armoured divisions, to fight alongside his XXX Corps, which was all infantry divisions. This arrangement differed from the German Panzer Corps: one of Rommel's Panzer Corps combined infantry, armour and artillery units under one corps commander. The only common commander for Montgomery's all-infantry and all-armour corps was the Eighth Army Commander himself. Writing post-war the English historian Correlli Barnett commented that Montgomery's solution "was in every way opposite to Auchinleck's and in every way wrong, for it carried the existing dangerous separatism still further." Montgomery reinforced the long front line at El Alamein, something that would take two months to accomplish. He asked Alexander to send him two new British divisions (51st Highland and 44th Home Counties) that were then arriving in Egypt and were scheduled to be deployed in defence of the Nile Delta. He moved his field HQ to Burg al Arab, close to the Air Force command post in order to better coordinate combined operations.
|
Montgomery was determined that the army, navy and air forces should fight their battles in a unified, focused manner according to a detailed plan. He ordered immediate reinforcement of the vital heights of Alam Halfa, just behind his own lines, expecting the German commander, Erwin Rommel, to attack with the heights as his objective, something that Rommel soon did. Montgomery ordered all contingency plans for retreat to be destroyed. "I have cancelled the plan for withdrawal. If we are attacked, then there will be no retreat. If we cannot stay here alive, then we will stay here dead", he told his officers at the first meeting he held with them in the desert, though, in fact, Auchinleck had no plans to withdraw from the strong defensive position he had chosen and established at El Alamein.
Montgomery made a great effort to appear before troops as often as possible, frequently visiting various units and making himself known to the men, often arranging for cigarettes to be distributed. Although he still wore a standard British officer's cap on arrival in the desert, he briefly wore an Australian broad-brimmed hat before switching to wearing the black beret (with the badge of the Royal Tank Regiment and the British General Officer's cap badge) for which he became notable. The black beret was offered to him by Jim Fraser while the latter was driving him on an inspection tour. Both Brooke and Alexander were astonished by the transformation in atmosphere when they visited on 19 August, less than a week after Montgomery had taken command.
|
Alan Brooke said that Churchill was always impatient for his generals to attack at once, and he wrote that Montgomery was always "my Monty" when Montgomery was out of favour with Churchill. Eden had some late night drinks with Churchill, and Eden said at a meeting of the Chiefs of Staff the next day (29 October 1942) that the Middle East offensive was "petering out". Alanbrooke had told Churchill "fairly plainly" what he thought of Eden's ability to judge the tactical situation from a distance, and was supported at the Chiefs of Staff meeting by Smuts.
First battles with Rommel.
Rommel attempted to turn the left flank of the Eighth Army at the Battle of Alam el Halfa from 31 August 1942. The German/Italian armoured corps infantry attack was stopped in very heavy fighting. Rommel's forces had to withdraw urgently lest their retreat through the British minefields be cut off. Montgomery was criticised for not counter-attacking the retreating forces immediately, but he felt strongly that his methodical build-up of British forces was not yet ready. A hasty counter-attack risked ruining his strategy for an offensive on his own terms in late October, planning for which had begun soon after he took command. He was confirmed in the permanent rank of lieutenant-general in mid-October.
|
The conquest of Libya was essential for airfields to support Malta and to threaten the rear of Axis forces opposing Operation Torch. Montgomery prepared meticulously for the new offensive after convincing Churchill that the time was not being wasted. (Churchill sent a telegram to Alexander on 23 September 1942 which began, "We are in your hands and of course a victorious battle makes amends for much delay.") He was determined not to fight until he thought there had been sufficient preparation for a decisive victory, and put into action his beliefs with the gathering of resources, detailed planning, the training of troops—especially in clearing minefields and fighting at night—and in the use of 252 of the latest American-built Sherman tanks, 90 M7 Priest self-propelled howitzers, and making a personal visit to every unit involved in the offensive. By the time the offensive was ready in late October, Eighth Army had 231,000 men on its ration strength.
El Alamein.
The Second Battle of El Alamein began on 23 October 1942, and ended 12 days later with one of the first large-scale, decisive Allied land victories of the war. Montgomery correctly predicted both the length of the battle and the number of casualties (13,500).
|
Historian Correlli Barnett has pointed out that the rain also fell on the Germans, and that the weather is therefore an inadequate explanation for the failure to exploit the breakthrough, but nevertheless the Battle of El Alamein had been a great success. Over 30,000 prisoners of war were taken, including the German second-in-command, General von Thoma, as well as eight other general officers.
Tunisia.
Montgomery was advanced to KCB and promoted to full general. He kept the initiative, applying superior strength when it suited him, forcing Rommel out of each successive defensive position. On 6 March 1943, Rommel's attack on the over-extended Eighth Army at Medenine (Operation Capri) with the largest concentration of German armour in North Africa was successfully repulsed. At the Mareth Line, 20 to 27 March, when Montgomery encountered fiercer frontal opposition than he had anticipated, he switched his major effort into an outflanking inland pincer, backed by low-flying RAF fighter-bomber support. For his role in North Africa he was awarded the Legion of Merit by the United States government in the rank of Chief Commander.
|
Sicily.
The next major Allied attack was the Allied invasion of Sicily (Operation Husky). Montgomery considered the initial plans for the Allied invasion, which had been agreed in principle by General Dwight D. Eisenhower, the Supreme Allied Commander Allied Forces Headquarters, and General Alexander, the 15th Army Group commander, to be unworkable because of the dispersion of effort. He managed to have the plans recast to concentrate the Allied forces, having Lieutenant General George Patton's US Seventh Army land in the Gulf of Gela (on the Eighth Army's left flank, which landed around Syracuse in the south-east of Sicily) rather than near Palermo in the west and north of Sicily. Inter-Allied tensions grew as the American commanders, Patton and Omar Bradley (then commanding US II Corps under Patton), took umbrage at what they saw as Montgomery's attitudes and boastfulness. However, while they were considered three of the greatest soldiers of their time, due to their competitiveness they were renowned for "squabbling like three schoolgirls" thanks to their "bitchiness", "whining to their superiors" and "showing off".
|
Italy.
Montgomery's Eighth Army was then fully involved in the Allied invasion of Italy in early September 1943, becoming the first of the Allied forces to land in Western Europe. Led by Lieutenant General Sir Miles Dempsey's XIII Corps, the Eighth Army landed on the toe of Italy in Operation Baytown on 3 September, four years to the day after Britain declared war on Germany. They encountered little enemy resistance. The Germans had made the decision to fall back and did what they could to stall the Eighth Army's advance, including blowing up bridges, laying mines, and setting up booby-traps. All of these slowed the Army's advance north on the awful Italian roads, although it was Montgomery who was later much criticised for the lack of progress. On 9 September the British 1st Airborne Division landed at the key port of Taranto in the heel of Italy as part of Operation Slapstick, capturing the port unopposed. On the same day the U.S. Fifth Army under Lieutenant General Mark W. Clark (which actually contained a large number of British troops) landed at Salerno, near Naples, as part of Operation Avalanche but soon found itself fighting for its very existence with the Germans launching several determined counterattacks to try and push the Allies back into the sea, with Montgomery's men being too far away to provide any real assistance. The situation was tense over the next few days but the two armies (both of which formed the 15th Army Group under General Alexander) finally began to meet on 16 September, by which time the crisis at Salerno was virtually over.
|
Clark's Fifth Army then began to advance to the west of the Apennine Mountains while Montgomery, with Lieutenant General Charles Allfrey's V Corps having arrived to reinforce Dempsey's XIII Corps, advanced to the east. The Foggia airfields soon fell to Allfrey's V Corps, but the Germans fought hard in the defence of Termoli and Biferno. Movement soon came to an almost complete halt in the early part of November when the Eighth Army came up against a new defensive line established by the Germans on the River Sangro, which was to be the scene of much bitter and heavy fighting for the next month. While some ground was gained, it was often at the expense of heavy casualties and the Germans always managed to retreat to new defensive positions.
Montgomery abhorred what he considered to be a lack of coordination, a dispersion of effort, a strategic muddle and a lack of opportunism in the Allied campaign in Italy, describing the whole affair as a "dog's breakfast".
Return to France.
Normandy.
|
During the ten weeks of the Battle of Normandy, unfavourable autumnal weather conditions disrupted the Normandy landing areas. Montgomery's initial plan was for the Anglo-Canadian troops under his command to break out immediately from their beachheads on the Calvados coast towards Caen with the aim of taking the city on either D Day or two days later. Montgomery attempted to take Caen with the 3rd Infantry Division, the 50th (Northumbrian) Infantry Division and the 3rd Canadian Division, but was stopped from 6–8 June by the 21st Panzer Division and 12th SS Panzer Division "Hitlerjugend", who hit the advancing Anglo-Canadian troops very hard. The 12th Waffen SS Division "Hitlerjugend", as its name implies, was drawn entirely from the more fanatical elements of the Hitler Youth, and commanded by the ruthless SS-"Brigadeführer" Kurt Meyer, aka "Panzer Meyer". Rommel followed up this success by ordering the 2nd Panzer Division to Caen while Field Marshal Gerd von Rundstedt received permission from Hitler to have the elite 1st SS Panzer Division "Leibstandarte SS Adolf Hitler" and 2nd SS Panzer Division "Das Reich" sent to Caen as well. Montgomery thus had to face what Stephen Badsey called the "most formidable" of all the German divisions in France.
|
The failure to take Caen immediately has been the source of an immense historiographical dispute with bitter nationalist overtones. Broadly, there has been a "British school" which accepts Montgomery's post-war claim that he never intended to take Caen at once, and instead the Anglo-Canadian operations around Caen were a "holding operation" intended to attract the bulk of the German forces towards the Caen sector to allow the Americans to stage the "break out operation" on the left flank of the German positions, which was all part of Montgomery's "Master Plan" that he had conceived long before the Normandy campaign. By contrast, the "American school" argued that Montgomery's initial "master plan" was for the 21st Army Group to take Caen at once and move his tank divisions into the plains south of Caen, to then stage a breakout that would lead the 21st Army Group into the plains of northern France and hence into Antwerp and finally the Ruhr. Letters written by Eisenhower at the time of the battle make it clear that Eisenhower was expecting from Montgomery "the early capture of the important focal point of Caen". Later, when this plan had clearly failed, Eisenhower wrote that Montgomery had "evolved" the plan to have the US forces achieve the break-out instead.
|
As the campaign progressed, Montgomery altered his initial plan for the invasion and continued the strategy of attracting and holding German counter-attacks in the area north of Caen rather than to the south, to allow the U.S. First Army in the west to take Cherbourg. A memo summarising Montgomery's operations written by Eisenhower's chief of staff, General Walter Bedell Smith who met with Montgomery in late June 1944 says nothing about Montgomery conducting a "holding operation" in the Caen sector, and instead speaks of him seeking a "breakout" into the plains south of the Seine. On 12 June, Montgomery ordered the 7th Armoured Division into an attack against the Panzer Lehr Division that made good progress at first, but ended when the Panzer Lehr was joined by the 2nd Panzer Division. At the Battle of Villers-Bocage on 13 June, the British lost twenty Cromwell tanks to five Tiger tanks led by SS "Obersturmführer" Michael Wittmann, in about five minutes. Despite the setback at Villers Bocage, Montgomery was still optimistic as the Allies were landing more troops and supplies than they were losing in battle, and though the German lines were holding, the "Wehrmacht" and "Waffen SS" were suffering considerable attrition. Air Chief Marshal Sir Arthur Tedder complained that it was impossible to move fighter squadrons to France until Montgomery had captured some airfields, something he asserted that Montgomery appeared incapable of doing. The first V-1 flying bomb attacks on London, which started on 13 June, further increased the pressure on Montgomery from Whitehall to speed up his advance.
|
On 18 June, Montgomery ordered Bradley to take Cherbourg while the British were to take Caen by 23 June. In Operation Epsom, the British VII Corps commanded by Sir Richard O'Connor attempted to outflank Caen from the west by breaking through the dividing line between the Panzer Lehr and the 12th SS to take the strategic Hill 112. Epsom began well with O'Connor's assault force (the British 15th Scottish Division) breaking through and with the 11th Armoured Division stopping the counter-attacks of the 12th SS Division. General Friedrich Dollmann of Seventh Army had to commit the newly arrived II SS Corps to stop the British offensive. Dollmann, fearing that Epsom would be a success, committed suicide and was replaced by SS "Oberstegruppenführer" Paul Hausser. O'Connor, at the cost of about 4,000 men, had won a salient only deep and wide, but placed the Germans in an unviable long-term position. There was a strong sense of crisis in the Allied command, as the Allies had advanced only about inland, at a time when their plans called for them to have already taken Rennes, Alençon and St. Malo. After Epsom, Montgomery had to tell General Harry Crerar that the activation of the First Canadian Army would have to wait as there was only room at present, in the Caen sector, for the newly arrived XII Corps under Lieutenant-General Neil Ritchie, which caused some tension with Crerar, who was anxious to get into the field. Epsom had forced further German forces into Caen but all through June and the first half of July Rommel, Rundstedt, and Hitler were engaged in planning for a great offensive to drive the British into the sea; it was never launched and would have required the commitment of a large number of German forces to the Caen sector.
|
It was only after several failed attempts to break out in the Caen sector that Montgomery devised what he later called his "master plan" of having the 21st Army Group hold the bulk of the German forces, thus allowing the Americans to break out. The Canadian historians Terry Copp and Robert Vogel wrote about the dispute between the "American school" and "British school" after having suffered several setbacks in June 1944:
Hampered by stormy weather and the bocage terrain, Montgomery had to ensure that Rommel focused on the British in the east rather than the Americans in the west, who had to take the Cotentin Peninsula and Brittany before the Germans could be trapped by a general swing east. Montgomery told General Sir Miles Dempsey, the commander of Second British Army: "Go on hitting, drawing the German strength, especially some of the armour, onto yourself—so as to ease the way for Brad [Bradley]." The Germans had deployed twelve divisions, of which six were Panzer divisions, against the British while deploying eight divisions, of which three were Panzer divisions, against the Americans. By the middle of July Caen had not been taken, as Rommel continued to prioritise prevention of the break-out by British forces rather than the western territories being taken by the Americans. This was broadly as Montgomery had planned, albeit not with the same speed as he outlined at St Paul's, although as the American historian Carlo D'Este pointed out the actual situation in Normandy was "vastly different" from what was envisioned at the St. Paul's conference, as only one of four goals outlined in May had been achieved by 10 July.
|
On 7 July, Montgomery began Operation Charnwood with a carpet bombing offensive that turned much of the French countryside and the city of Caen into a wasteland. The British and Canadians succeeded in advancing into northern Caen before the Germans, who used the ruins to their advantage and stopped the offensive. On 10 July, Montgomery ordered Bradley to take Avranches, after which U.S. Third Army would be activated to drive towards Le Mans and Alençon. On 14 July 1944, Montgomery wrote to his patron Brooke, saying he had chosen on a "real show down on the eastern flanks, and to loose a Corps of three armoured divisions in the open country about the Caen-Falaise road ... The possibilities are immense; with seven hundred tanks loosed to the South-east of Caen, and the armoured cars operating far ahead, anything can happen." The French Resistance had launched Plan Violet in June 1944 to systematically destroy the telephone system of France, which forced the Germans to use their radios more and more to communicate, and as the code-breakers of Bletchley Park had broken many of the German codes, Montgomery had, thanks to "Ultra" intelligence, a good idea of the German situation. Montgomery thus knew German Army Group B had lost 96,400 men while receiving 5,200 replacements and the Panzer Lehr Division now based at St. Lô was down to only 40 tanks. Montgomery later wrote that he knew he had the Normandy campaign won at this point as the Germans had almost no reserves while he had three armoured divisions in reserve.
|
An American break-out was achieved with Operation Cobra and the encirclement of German forces in the Falaise pocket at the cost of British losses with the diversionary Operation Goodwood. On the early morning of 18 July 1944, Operation Goodwood began with British heavy bombers beginning carpet bombing attacks that further devastated what was left of Caen and the surrounding countryside. A British tank crewman from the Guards Armoured Division later recalled: "At 0500 hours a distant thunder in the air brought all the sleepy-eyed tank crews out of their blankets. 1,000 Lancasters were flying from the sea in groups of three or four at . Ahead of them the pathfinders were scattering their flares and before long the first bombs were dropping." A German tankman from the 21st Panzer Division at the receiving end of this bombardment remembered: "We saw little dots detach themselves from the planes, so many of them that the crazy thought occurred to us: are those leaflets? ... Among the thunder of the explosions, we could hear the wounded scream and the insane howling of men who had [been] driven mad." The British bombing had badly smashed the German front-line units. Initially, the three British armoured divisions assigned to lead the offensive, the 7th, 11th and the Guards, made rapid progress and were soon approaching the Borguebus ridge, which dominated the landscape south of Caen, by noon.
|
If the British could take the Borguebus Ridge, the way to the plains of northern France would be wide open, and potentially Paris could be taken, which explains the ferocity with which the Germans defended the ridge. One German officer, Lieutenant Baron von Rosen, recalled that to motivate a Luftwaffe officer commanding a battery of four 88 mm guns to fight against the British tanks, he had to hold his handgun to the officer's head "and asked him whether he would like to be killed immediately or get a high decoration. He decided for the latter." The well dug-in 88 mm guns around the Borguebus Ridge began taking a toll on the British Sherman tanks, and the countryside was soon dotted with dozens of burning Shermans. One British officer reported with worry: "I see palls of smoke and tanks brewing up with flames belching forth from their turrets. I see men climbing out, on fire like torches, rolling on the ground to try and douse the flames." Despite Montgomery's orders to try to press on, fierce German counter-attacks stopped the British offensive.
|
The objectives of Operation Goodwood were all achieved except the complete capture of the Bourgebus Ridge, which was only partially taken. The operation was a strategic Allied success in drawing in the last German reserves in Normandy towards the Caen sector away from the American sector, greatly assisting the American breakout in Operation Cobra. By the end of Goodwood on 25 July 1944, the Canadians had finally taken Caen while the British tanks had reached the plains south of Caen, giving Montgomery the "hinge" he had been seeking, while forcing the Germans to commit the last of their reserves to stop the Anglo-Canadian offensive. "Ultra" decrypts indicated that the Germans now facing Bradley were seriously understrength, with Operation Cobra about to commence. During Operation Goodwood, the British had 400 tanks knocked out, with many recovered returning to service. The casualties were 5,500 with of ground gained. Bradley recognised Montgomery's plan to pin down German armour and allow U.S. forces to break out:
|
The long-running dispute over what Montgomery's "master plan" in Normandy led historians to differ greatly about the purpose of Goodwood. The British journalist Mark Urban wrote that the purpose of Goodwood was to draw German troops to their left flank to allow the American forces to break out on the right flank, arguing that Montgomery had to lie to his soldiers about the purpose of Goodwood, as the average British soldier would not have understood why they were being asked to create a diversion to allow the Americans to have the glory of staging the breakout with Operation Cobra. By contrast, the American historian Stephen Power argued that Goodwood was intended to be the "breakout" offensive and not a "holding operation", writing: "It is unrealistic to assert that an operation which called for the use of 4,500 Allied aircraft, 700 artillery pieces and over 8,000 armored vehicles and trucks and that cost the British over 5,500 casualties was conceived and executed for so limited an objective." Power noted that Goodwood and Cobra were supposed to take effect on the same day, |
700 artillery pieces and over 8,000 armored vehicles and trucks and that cost the British over 5,500 casualties was conceived and executed for so limited an objective." Power noted that Goodwood and Cobra were supposed to take effect on the same day, 18 July 1944, but Cobra was cancelled owing to heavy rain in the American sector, and argued that both operations were meant to be breakout operations to trap the German armies in Normandy. American military writer Drew Middleton wrote that there is no doubt that Montgomery wanted Goodwood to provide a "shield" for Bradley, but at the same time Montgomery was clearly hoping for more than merely diverting German attention away from the American sector. British historian John Keegan pointed out that Montgomery made differing statements before Goodwood about the purpose of the operation. British historian John Keegan pointed out that Montgomery made differing statements before Goodwood about the purpose of the operation. The American magazine "LIFE" quoted Bradley in 1951:
|
With Goodwood drawing the Wehrmacht towards the British sector, U.S. First Army enjoyed a two-to-one numerical superiority. Bradley accepted Montgomery's advice to begin the offensive by concentrating at one point instead of a "broad front" as Eisenhower would have preferred.
Operation Goodwood almost cost Montgomery his job, as Eisenhower seriously considered sacking him and only chose not to do so because to sack the popular "Monty" would have caused such a political backlash in Britain against the Americans at a critical moment in the war that the resulting strains in the Atlantic alliance were not considered worth it. Montgomery expressed his satisfaction at the results of Goodwood when calling the operation off. Eisenhower was under the impression that Goodwood was to be a break-out operation. Either there was a miscommunication between the two men or Eisenhower did not understand the strategy. Bradley fully understood Montgomery's intentions. Both men would not give away to the press the true intentions of their strategy.
|
Many American officers had found Montgomery a difficult man to work with, and after Goodwood, pressured Eisenhower to fire Montgomery. Although the Eisenhower–Montgomery dispute is sometimes depicted in nationalist terms as being an Anglo-American struggle, it was the British Air Chief Marshal Sir Arthur Tedder who was pressing Eisenhower most strongly after Goodwood to fire Montgomery. An American officer wrote in his diary that Tedder had come to see Eisenhower to "pursue his current favourite subject, the sacking of Monty". With Tedder leading the "sack Monty" campaign, it encouraged Montgomery's American enemies to press Eisenhower to fire Montgomery. Brooke was sufficiently worried about the "sack Monty" campaign to visit Montgomery at his Tactical Headquarters (TAC) in France and as he wrote in his diary; "warned [Montgomery] of a tendency in the PM [Churchill] to listen to suggestions that Monty played for safety and was not prepared to take risks". Brooke advised Montgomery to invite Churchill to Normandy, arguing that if the "sack Monty" campaign had won the Prime Minister over, then his career would be over, as having Churchill's backing would give Eisenhower the political "cover" to fire Montgomery. On 20 July, Montgomery met Eisenhower and on 21 July, Churchill, at the TAC in France. One of Montgomery's staff officers wrote afterwards that it was "common knowledge at Tac that Churchill had come to sack Monty". No notes were taken at the Eisenhower–Montgomery and Churchill–Montgomery meetings, but Montgomery was able to persuade both men not to sack him.
|
With the success of Cobra, which was soon followed by unleashing Patton's Third Army, Eisenhower wrote to Montgomery: "Am delighted that your basic plan has begun brilliantly to unfold with Bradley's initial success." The success of Cobra was aided by Operation Spring, when the II Canadian Corps under General Guy Simonds (the only Canadian general whose skill Montgomery respected) began an offensive south of Caen that made little headway, but which the Germans regarded as the main offensive. Once Third Army arrived, Bradley was promoted to take command of the newly created 12th Army Group, consisting of U.S. First and Third Armies. Following the American breakout, there followed the Battle of Falaise Gap. British, Canadian, and Polish soldiers of 21st Army Group commanded by Montgomery advanced south, while the American and French soldiers of Bradley's 12th Army Group advanced north to encircle the German Army Group B at Falaise, as Montgomery waged what Urban called "a huge battle of annihilation" in August 1944. Montgomery began his offensive into the "Suisse Normande" region with Operation Bluecoat, with Sir Richard O'Connor's VIII Corps and Gerard Bucknall's XXX Corps heading south. A dissatisfied Montgomery sacked Bucknall for being insufficiently aggressive and replaced him with General Brian Horrocks. At the same time, Montgomery ordered Patton—whose Third Army was supposed to advance into Brittany—to instead capture Nantes, which was soon taken.
|
Hitler waited too long to order his soldiers to retreat from Normandy, leading Montgomery to write: "He [Hitler] refused to face the only sound military course. As a result the Allies caused the enemy staggering losses in men and materials." Knowing via "Ultra" that Hitler was not planning to retreat from Normandy, Montgomery, on 6 August 1944, ordered an envelopment operation against Army Group B—with the First Canadian Army under Harry Crerar to advance towards Falaise, British Second Army under Miles Dempsey to advance towards Argentan, and Patton's Third Army to advance to Alençon. On 11 August, Montgomery changed his plan, with the Canadians to take Falaise and to meet the Americans at Argentan. The First Canadian Army launched two operations, Operation Totalize on 7 August, which advanced only in four days in the face of fierce German resistance, and Operation Tractable on 14 August, which finally took Falaise on 17 August. In view of the slow Canadian advance, Patton requested permission to take Falaise, but was refused by Bradley on 13 August. This prompted much controversy, many historians arguing that Bradley lacked aggression and that Montgomery should have overruled Bradley.
|
The so-called Falaise Gap was closed on 22 August 1944, but several American generals, most notably Patton, accused Montgomery of being insufficiently aggressive in closing it. About 60,000 German soldiers were trapped in Normandy, but before 22 August, about 20,000 Germans had escaped through the Falaise Gap. About 10,000 Germans had been killed in the Battle of the Falaise Gap, which led a stunned Eisenhower, who viewed the battlefield on 24 August, to comment with horror that it was impossible to walk without stepping on corpses. The successful conclusion of the Normandy campaign saw the beginning of the debate between the "American school" and "British school" as both American and British generals started to advance claims about who was most responsible for this victory. Brooke wrote in defence of his protégé Montgomery: "Ike knows nothing about strategy and is 'quite' unsuited to the post of Supreme Commander. It is no wonder that Monty's real high ability is not always realised. Especially so when 'national' spectacles pervert the perspective of the strategic landscape." About Montgomery's conduct of the Normandy campaign, Badsey wrote:
|
Replaced as Ground Forces Commander.
Eisenhower took over Ground Forces Command on 1 September, while continuing as Supreme Commander, with Montgomery continuing to command the 21st Army Group, now consisting mainly of British and Canadian units. Montgomery vehemently opposed this change, although it had been agreed before the D-Day invasion, instead proposing that either he or Bradley should remain in the job of Ground Forces command. He argued that the two roles were fundamentally different and that Eisenhower possessed the skillset for the former but not the latter; as such, he was liable to neglect the duties of one or the other, rendering the force off-balance. Instead, there was a need for a single decisive master plan under a leader free from the more administrative and political duties of the Supreme Commander - Montgomery felt he was the best equipped to deliver this, but was clear that he would also have been willing to work under Bradley.
Eisenhower and many others failed to grasp this however, and would misinterpret this as Montgomery's pride being wounded at having command removed. As such, they would attempt to placate him by reassuring him of the areas remaining under his command, and Winston Churchill had Montgomery promoted to Field Marshal by way of compensation. In addition, the British journalist Mark Urban points out that Montgomery seemed unable to grasp however that as the majority of the 2.2 million Allied soldiers fighting against Germany on the Western Front were now American (the ratio was 3:1) that it was politically unacceptable to American public opinion to have Montgomery remain as Land Forces Commander as: "Politics would not allow him to carry on giving orders to great armies of Americans simply because, in his view, [he was the best man for the job]".
|
Advance to the Rhine.
By September, ports like Cherbourg were too far away from the front line, causing the Allies great logistical problems. Antwerp was the third largest port in Europe. It was a deep water inland port connected to the North Sea via the river Scheldt. The Scheldt was wide enough and dredged deep enough to allow the passage of ocean-going ships.
On 3 September 1944 Hitler ordered Fifteenth Army, which had been stationed in the Pas de Calais region and was withdrawing north into the Low Countries, to hold the mouth of the river Scheldt to deprive the Allies of the use of Antwerp. Von Rundstedt, the German commander of the Western Front, ordered General Gustav-Adolf von Zangen, the commander of 15th Army, that: "The attempt of the enemy to occupy the West Scheldt in order to obtain the free use of the harbor of Antwerp must be "resisted to the utmost"" (emphasis in the original). Rundstedt argued with Hitler that as long as the Allies could not use the port of Antwerp, the Allies would lack the logistical capacity for an invasion of Germany.
|
The "Witte Brigade" (White Brigade) of the Belgian resistance had captured the Port of Antwerp before the Germans could destroy key port facilities, and on 4 September, Antwerp was captured by Horrocks with its harbour mostly intact. The British declined to immediately advance over the Albert Canal, and an opportunity to destroy the German Fifteenth Army was lost. The Germans had mined the river Scheldt, the mouth of the Scheldt was still in German hands making it impossible for the Royal Navy to clear the mines in the river, and therefore the port of Antwerp was still useless to the Allies.
On 5 September, SHAEF's naval commander, Admiral Sir Bertram Ramsay, had urged Montgomery to make clearing the mouth of the Scheldt his number-one priority. Alone among the senior commanders, only Ramsay saw opening Antwerp as crucial. Thanks to "Ultra," Montgomery was aware of Hitler's order by 5 September.
On 9 September, Montgomery wrote to Brooke that "one good Pas de Calais port" would be sufficient to meet all the logistical needs of the 21st Army Group, but only the supply needs of the same formation. At the same time, Montgomery noted that "one good Pas de Calais port" would be insufficient for the American armies in France, which would thus force Eisenhower, if for no other reasons than logistics, to favour Montgomery's plans for an invasion of northern Germany by the 21st Army Group, whereas if Antwerp were opened up, then all of the Allied armies could be supplied.
|
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.