Wednesday, May 19, 2010

The Norton - Hallock Game (Part 3)

While it can be fun to read contemporary analyses of a chess game (see "The Norton - Hallock Game" Part 1 and Part 2), the personal involvement of the commentators / players can get in the way. 

I sat down with my friend Rybka and my ChessBase files to go over this particular Jerome Gambit (1.e4 e5 2.Nf3 Nc6 3.Bc4 Bc5 4.Bxf7+) game and evaluate what American Chess Journal editor William Hallock and gambit originator Alonzo Wheeler Jerome had to say about it.

Norton,D.P. - Hallock,W.A.
correspondence, 1877
1.e4 e5 2.Nf3 Nc6 3.Bc4 Bc5 4.Bxf7+ Kxf7 5.Nxe5+ Kf8

Hallock: The usual continuation is 5...Nxe5 but this seems equally good.
Jerome: Note (a) to your game with Norton says 5...Kf8 "seems equally good with 5...Nxe5" which is a mistake in fact and theory. 5...Nxe5 if properly followed up wins White's KBP, wheras 5...Kf8 leaves White's pawns intact while Black has lost two strong pawns and doubled another. This defense was adopted by G.J. Dougherty of Mineola, NY, a strong amateur, against whom I first played the opening, and I think he will agree that 5...Kf8 is not a good defense. He generally played 6...bc [after 5...Kf8 6.Nxc6] and that was the play of Mr. J. C. Young of Danville, KY, who subsequently abandoned the game. Why, I do not know, as it was not necessarily lost to either of us. It is a question with which Pawn it is best to take.
It is interesting to point out that this "discussion" between Hallock and Jerome about the merits of 5...Kf8 took place in the February and March 1877 issues of the American Chess Journal, two months before Lt. Sorensen published his very influential article on the Jerome Gambit in the May 1877 issue of the Danish chess magazine Nordisk Skaktidende. (For a taste of the article, see "Bashi-Bazouk Attack".)

It is quite possible that the Americans only became aware of Sorensen's work when his article was translated into English and was reprinted in the August 1877 issue of the Chess Player's Chronicle.

Sorensen considered 5...Kf8 the best defense for Black, and he recommended it as "more solid" and "easier to manage" than 5...Nxe5. After 5...Kf8 6.Nxc6 he gave the 6...dxc6 capture as best, continuing 7.0-0 Nf6 8.Qf3, as in Jerome - Brownson, USA 1875 (1/2-1/2, 28)

A modern assessment supports Sorensen's (and thus, Hallock's) point of view – but only marginally. After four moves Black already has enough material to win the game, and therefore he does not need to complicate the game further by grabbing another piece with 5...Nxe5. The Danish author was already being influenced by Steinitz's "positional" style, as opposed to his (and the chess world's) earlier "romantic" (attacking) style.

On the other hand, Rybka shows a clear preference for 5...Nxe5 over 5...Kf8 (by about 3/4 of a pawn) – showing that even with its positional "insights" the computer software still has a materialistic side.

6.Nxc6
Hallock: The continuation adopted by Jerome, 6.Qh5 [instead] looks promising.
Jerome: The move suggested in note (b) 6.Qh5, is not my idea, but belongs to Mr. Norton himself, and I have to acknowledge that I thought it unsound when he suggested it to me, during the process of the game, because 6...Qf6 gets up a counter attack at once; but 7.Ng4 compels Black to "crawfish" and permits White to castle with a good game. However if Black play 7...Qe7 it makes White 's game uncomfortable. But White may play 7.Nxd7+ Bxd7 8.Qxc5+ with 3 Pawns for his Knight which the books hold to be an equivalent. And I would not hesitate to exchange Queens if offered. Norton thinks [5...Kf8 6.Qh5] 6...Qe7 best; I think [5...Kf8 6.Qh5] 6...Nxe5 best; if 7.Qxe5 Qe7.
The variation 1.e4 e5 2.Nf3 Nc6 3.Bc4 Bc5 4.Bxf7+ Kxf7 5.Nxe5+ Kf8 6.Qh5, which was mentioned by Brownson in the March 1875 issue of the Dubuque Chess Journal, while commenting upon Jerome - Brownson, USA, 1875 (1-0, 28), is currently known as the Banks Variation, after the game Banks - Rees, Wolverhampton, 2003 (1-0, 45).

Jerome's mention of 5...Kf8 6.Qh5 Qf6 7.Ng4 Qe7 is a red herring, as his later suggestion of 7.Nxd7+ Bxd7 8.Qxc5+ – a line which Banks successfully followed against Rees – gives White comparatively better prospects.

Modern theory holds 6...Qe7 to be the best response to 6.Qh5.
6...dxc6 7.0-0 Nf6 8.e5
Jerome: Norton's first mistake was in playing 5.e5 instead of 5.Qf3 as in game 472, Dubuque Chess Journal where the defense was the same.
8...Bg4

Hallock: An excellent move cramping White's game and enabling Black to optimally deploy his forces.
Jerome: Ending notes (c) and (d) at the first glance, seems as safe as endorsing U.S. Treasury notes, but closer examination will show that 8...Bg4 loses Bishop as I think I will prove in the correction of note (f).
White's 8.e5 was an error – one that Sorenson made note of in his Nordisk Skaktidende article, giving "8.e5 Bg4 9.Qe1 Kf7!", showing that he was likely aware of this Hallock - Norton game.

The above-mentioned Jerome - Brownson, USA, 1875 game continued with 8.Qf3, better than Norton's 8.e5, but not as strong as 8.d3 (which would show up a couple of years later in Lowe - Parker, England, 1879 – one of the games recently supplied by Senior International Master of Correspondence Chess Tim Harding). Nonetheless, even after 8.d3 Black would retain the advantage.

Hallock's response, 8...Bg4, is a good move, as he maintains, with positional strengths; although Rybka sees 8...Ng4 as a bit less than 1/2 a pawn better.

We will tackle Jerome's argument that "8...Bg4 loses [the] Bishop" in tomorrow's post.

[to be continued] 









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