Tuesday, July 31, 2007

Google Analytics in data blackout since Saturday

Oops...  See the full article for additional Google Analytics customer concerns. 

Google Inc.'s Analytics service stopped delivering data to users on Saturday, another in a series of recent performance and availability problems affecting the popular Web site traffic-monitoring service.

The latest problem remains unsolved and is apparently affecting all Google Analytics accounts, according to a message posted Monday afternoon by a Google employee in the official Google Analytics blog.

Google Analytics in data blackout since Saturday

Amazon to Copy and Sell Archives' Footage - washingtonpost.com

Sign of the times 

The National Archives and Records Administration announced yesterday that it has reached a non-exclusive agreement with Amazon.com and one of its subsidiaries to reproduce and sell to the public copies of thousands of historic films and videotapes in the Archives' holdings.

The arrangement allows Amazon and a California subsidiary, CustomFlix Labs, to make digitized copies of some of history's most famous, and infamous, footage and make them available in DVD form for purchase via the Internet.

[...]

Stacey Hurwitz, a spokeswoman for CustomFlix, said the first six DVDs became available on Amazon July 16 and are already selling. She said they were newsreels from the late 1950s and early 1960s.

They include scenes of the famous 1959 "Kitchen Debate" between then-Vice President Richard Nixon and Soviet Premier Nikita Khrushchev in a model American kitchen on display in Moscow. Other footage shows a youthful Fidel Castro after the communist revolution in Cuba, along with reports about Hawaii becoming a state, and the Soviet space program.

Amazon to Copy and Sell Archives' Footage - washingtonpost.com

Jeff Jonas: The World is Not a More Dangerous Place

The glass-is-half-full view from IBM's Jeff Jonas; see the post for more details 

Back in the days when I had my company, Systems Research & Development (SRD), I prevented anyone from pitching my software using "the world is a more dangerous place" as the set up pitch.

Two reasons: (A) I think it is safer to be alive now than ever before and (B) I hate the idea of using the "fear card" to sell.

Before you call me crazy, consider the following: In the 1300’s the Black Death killed an estimated 75 million people – including a third to two thirds of Europe’s population. The 1918 Spanish Flu killed 50 – 100 million in just 18 months making by far the most destructive pandemic on record.

He closes with

PS: Before you get too excited one way or the other about this post, take this into account: This is my Yin post. Stay tuned for my forthcoming Yang post which will be entitled something like "More Death in Future Cheaper."

Jeff Jonas: The World is Not a More Dangerous Place

Free Access to Wall Street Journal and Other Subscription Sites

Interesting, but not helpful for people who access wsj.com articles via blogs  

If you don't have a Wall Street Journal subscription, you must have seen articles that look like this (most of them are fully indexed by search engines, so you can see them in the search results):

You're able to read a preview, but to see the full article, you need to pay $99 for an annual subscription. For recent articles, you can do a search on Google News and read the whole article from there: Google has a deal with Wall Street Journal so that all the articles can be read for free. It's called first click free: "The very first article view by a Google News user (identifiable by referrer) doesn't require subscription. While the first article can be seen without subscribing, all clicks on the article page are trapped. This means that if users click anywhere else on that page, they will be prompted to sign up."

Free Access to Wall Street Journal and Other Subscription Sites

Google's battle for wireless spectrum | Newsmakers | CNET News.com

More on Google's wireless aspirations 

To go back to my question, does Google want to own and operate a wireless network of its own?
Sacca [head of special initiatives at Google]: Google is willing to do anything necessary to introduce some competition into this space and to really drive the prices of service to where they are most affordable to the broadest number of people. It is reprehensible that there are still so many people left off the Net.

That entails everything from building and operating a network, if necessary, to partnering with the vast number of companies left out of this game--for whom $5 billion is an insurmountable hurdle to participate meaningfully in an auction that could introduce true competition--to any of the existing carriers, if they want to put users first in their business models and prioritize those customer experiences.

Google's battle for wireless spectrum | Newsmakers | CNET News.com

Technology Review: Building onto Facebook's Platform

Timely snapshot 

Facebook Platform, an application program interface (API) that developers can use to build applications within the social-networking site Facebook, has created a Silicon Valley gold rush. The API gives developers a great deal of access to Facebook's social resources. Developers can build applications that fit in several slots on users' profile pages; have access to information from users' profiles, friend lists, and friends' profiles; publish information through the News Feed on Facebook; and send alerts and requests. Users can add and remove applications with the click of a button. Since the launch of Facebook Platform in May, more than 2,000 applications have been made available on Facebook.

Technology Review: Building onto Facebook's Platform

Monday, July 30, 2007

Web site archives the dead of MySpace - Yahoo! News

 MyTwilightZone...

Behold a community spawned from twin American obsessions: Memorializing the dead and peering into strangers' lives. Anyone with Internet access can submit a death to the site, which currently lists nearly 2,700 deaths and receives more than 100,000 hits per day.

The tales are mostly those of the very young who died prematurely. Here, death roams cyberspace in all its spectral forms: senseless and indiscriminate, sometimes premeditated, often brutally graphic. It's also a place where the living — those who knew the deceased and those who didn't — discuss this world and the next.

Web site archives the dead of MySpace - Yahoo! News

Gates Plans His Leave Amid Great Change - New York Times

Long NYT article about the division of labor among Gates, Ozzie, and Mundie 

The new, less central role for Mr. Gates was first formulated more than a year ago at a June 2006 meeting in which the three men worked out how they would divide responsibilities for guiding the technology direction of the $51 billion company, according to Mr. Ozzie, who was a longtime rival of Mr. Gates at companies like Lotus and I.B.M. before joining Microsoft two years ago.

They decided at that meeting that Mr. Mundie and Mr. Ozzie would divide Mr. Gates’s role at the company along three axes. Along one of these lines, Mr. Mundie, who has been described as Microsoft’s “secretary of state” and who is deeply involved in federal government and international policy issues, would take a more public-facing role, while Mr. Ozzie would focus more closely on internal company matters.

In another, Mr. Mundie has tackled the company’s long-range strategic decisions, while Mr. Ozzie has taken over the near-term challenges of weaving together the product development issues. Finally, Mr. Mundie has taken responsibility for software that sits closer to the computer hardware, like the Windows operating system, while Mr. Ozzie has shaped Microsoft’s response to the growing challenge of network software.

Gates Plans His Leave Amid Great Change - New York Times

Sunday, July 29, 2007

Wetpaint Launches 'Invitation-only' Wikis (SocialComputingMagazine.com)

Free, hosted, and private wikis, with a very intuitive user experience model 

"Private Wetpaint Wikis are ideal for families, class projects, and clubs who want to build collaborative websites that offer their community the best of social networking, blogs and Web publishing," Elowitz continued. "Now anyone can build a private Wetpaint Wiki Website as an online meeting place for their closest family, friends, and associates while also enjoying the benefits of the extended public Wetpaint community."

Wetpaint Launches 'Invitation-only' Wikis (SocialComputingMagazine.com)

Wikia details plans for search rival to Google | Tech&Sci | Technology | Reuters.com

Interesting times... 

Wikipedia founder Jimmy Wales said on Friday he is putting the building blocks in place for a community-developed Web search service that would rival search engines such as Google or Yahoo.

Wales told a conference of software developers in Portland, Oregon, that his commercial start-up, Wikia, has acquired Grub, a pioneering Web crawler that will enable Wikia's forthcoming search service to scour the Web to index relevant sites.

Wikia details plans for search rival to Google | Tech&Sci | Technology | Reuters.com

A Social-Networking Service With a Velvet Rope - New York Times

 Time to take it personally -- i.e., to pervasively use access control lists for social networking

[...] you can send text messages to individual friends or groups of friends on Pownce as well as post microblogs, or short announcements, to the larger Pownce community. This function is very similar to messaging services like Twitter or Jaiku, and is found on social networks like Facebook and MySpace (although Pownce’s messages cannot, at least for now, be sent to mobile phones). You can also send your friends links, invitations to events, or files like photos, music or videos. Of course, you can already do that on a multitude of file-sharing Web sites. It is the combination of private messaging and file-sharing that makes Pownce so novel.

A Social-Networking Service With a Velvet Rope - New York Times

Saturday, July 28, 2007

Google: Strong company, inflated stock price - August 6, 2007

 Timely reality check; see the article for more details

This analysis doesn't mean that Google stock will tank next week. Irrational valuations can last a long time, and sometimes they correct gently rather than violently. And it doesn't mean that Google is poorly run. On the contrary, it has been brilliantly run. It means that amid the breathless coverage that will doubtless attend Google's IPO anniversary, we need to remember that the ringing superlatives are based on a stock price that's nuts. Google is a terrific company that may one day deserve to sit beside GE, Exxon and Microsoft. But not yet.

Google: Strong company, inflated stock price - August 6, 2007

Friday, July 27, 2007

MSFT Financial Analyst Meeting: Chris Liddell

 Final Microsoft stats for today...

So, Windows Server itself, 13 percent CAGR in fiscal year '02, now 4.5 billion; the Xbox business clearly; SQL Server, another one that doesn't lend itself to a great demo, but it's a $2.7 billion business, growing 28 percent over the last few years; the advertising business, Exchange, Dynamics and SharePoint, which Jeff mentioned. Those are great businesses, have extremely good margins for the large part, and they have extremely high growth rates. Most of them were associated with decisions that we made five to 10 years ago that are now coming to fruition.

From the accompanying slide (see slide 27 of this ppt), emphasizing returns from long-term investments:

  • Windows Server: $4.5B revenue, 13% CAGR since FY02
  • Xbox $4.1B, 22%
  • SQL Server $2.7B, 28%
  • Advertising $1.8B, 27%
  • Exchange: $1.5B, 27%
  • Dynamics: $1.0B, 27%
  • SharePoint: $0.8B, 67%

A diversified and impressive product/service portfolio...

MSFT Financial Analyst Meeting: Chris Liddell

MSFT Financial Analyst Meeting: Kevin Johnson

Another timely Microsoft stat-bite 

We grew Live IDs in fiscal year '07 by over 20 percent to get to that 380 million. Where are we going in fiscal year '08? The next release of Windows Live will be coming out this fall. It is a suite of user services, a single suite of user services. A single download, single download and install to the PC that will enable users to use these services whether they're on the PC, on the phone, or just directly from browser to Internet. A very rich set of services.

This next release of Windows Live is the must-have free upgrade to the Windows experience. And so we're going to drive very hard on continuing to expand the number of users we have using these Windows Live services. Let me give you some perspective. We're at 380 million Live IDs. We're getting ready to release this next release of Windows Live in the fall. Yahoo is about 245 million active registered users; Google has approximately 75 million signed-in users.

MSFT Financial Analyst Meeting: Kevin Johnson

MSFT Financial Analyst Meeting: Ray Ozzie

Timely snapshot from yesterday's Microsoft FAM event 

RAY OZZIE: So just a quick wrap-up. There are three big take-aways. The first one is that the services transformation, this transformation from software to software plus services, is a very, very big deal for our company. It'll be a very critical aspect of all of our offerings over the next few years.

We're building a platform to support our own apps and solutions, and to support our partners' applications and solutions, and to support enterprise solutions and enterprise infrastructure. We are the only company in the industry that has the breadth of reach from consumer to enterprises to understand and deliver and to take full advantage of the services opportunity in all of these markets.

I believe we're the only company with the platform DNA that's necessarily to viably deliver this highly leveragable platform approach to services. And we're certainly one of the few companies that has the financial capacity to capitalize on this sea change, this services transformation.

MSFT Financial Analyst Meeting: Ray Ozzie

Mark Logic CEO Blog: The Google - Autonomy Spat

More Dave Kellogg insights; see the full post on some speculation about Autonomy/Google competition 

This is why always I say the enterprise search market is stuck between a rock and a hard place.

  • The rock is the Google Appliance which is quickly establishing itself as the dominant enterprise search solution.
  • The hard place is database management systems (including both XML content severs like MarkLogic and the major RDBMSs which are slowly improving their content abilities) that provide platforms for enterprise application development.

Mark Logic CEO Blog: The Google - Autonomy Spat

Sales of Microsoft Office SharePoint Server Break $800 Million

Impressive momentum 

Today, at Microsoft’s 2007 Financial Analyst Meeting, the company reported that its Microsoft® Office SharePoint® Server business generated revenue of more than $800 million in fiscal year 2007, due to strong demand for the enterprise- ready, integrated server capabilities of Microsoft Office SharePoint Server 2007. This represents a growth rate of more than 35 percent over fiscal year 2006.  

Sales of Microsoft Office SharePoint Server Break $800 Million: Office SharePoint business growing at over 35 percent, driven by strong customer demand for Office SharePoint Server 2007.

Microsoft Offers a Web-Based Strategy - New York Times

 Some interesting data points

Microsoft’s weak [Software + Services] reception, against the backdrop of a steep decline in the overall market, came despite the company’s statement that it has sold 60 million copies of its Windows Vista operating systems. Microsoft said that this was the strongest initial sales performance of any of its operating systems. “We eclipsed the entire installed base of Apple in the first five weeks that this product shipped,” said Kevin Turner, Microsoft’s chief operating officer.

The company expects a billion Windows-based computers — including those running pirated copies — within the next 12 months. At that point, personal computers will outnumber automobiles worldwide.

See the full article for an update on the Microsoft Software + Services strategy

Microsoft Offers a Web-Based Strategy - New York Times

Technology Review: Building a Better Search Engine

More Xerox PARC technology takes a long road to market... 

Pell says that it's difficult to pinpoint one particular technological breakthrough, but he believes that Powerset's superiority lies in the three decades of hard work by scientists at PARC. (PARC licensed much of its natural-language search technology to Powerset in February.) There was not one piece of technology that solved the problem, Pell says, but instead, it was the unification of many theories and fragments that pulled the project together.
"After 30 years, it's finally reached a point where it can be brought into the world," he says.

Technology Review: Building a Better Search Engine

I, Cringely . The Pulpit . Is Google on Crack? | PBS

 Always insightful Cringely -- see the link below for details.

This week I was supposed to explain why U.S. broadband prices are so much higher and U.S. broadband speeds are so much lower than in most other developed countries, but then Google made an unexpected reckless move in the wireless bandwidth market and here I am trying to explain it. We'll get back to broadband prices shortly, but for now let's turn to Google, whose stock may very well have already peaked.

I, Cringely . The Pulpit . Is Google on Crack? | PBS

Thursday, July 26, 2007

The Loser in Amazon’s Results: EBay? - Bits - Technology - New York Times Blog

 Mighty morphing Amazon.com...

[...] Wall Street is beginning to view Amazon more as a technology company, with the attendant high-multiple valuation, than a plain old low-margin retailer. And one significant contributor to that perceptual shift is the growth of Amazon’s Marketplaces business, which lets visitors to Amazon buy from third-party merchants, instead of directly from Amazon.com.

This growing business – 30 percent of Amazon’s sales, up from 29 percent in the same quarter last year – allows the site to offer more of a selection and to boost its operating margins, since it does not have to stock or ship these products.

It also places Seattle-based Amazon in direct competition with eBay, the auction giant of San Jose.

The Loser in Amazon’s Results: EBay? - Bits - Technology - New York Times Blog

Qantas To Offer In-Flight Web Access In 2008 -- Wi-Fi -- InformationWeek

 File under "mixed blessing", imho...

Giving business travelers the onboard connectivity they have long sought, Australian airline Qantas says it will begin offering wireless e-mail and Internet access on its new fleet of Airbus A380 jets, which will go into service August 2008.

The connections for mobile handsets and laptop computers will be offered as part of a comprehensive "next generation in-flight entertainment system" that includes digital-quality big-screen monitors in all cabins, audio and video on demand with 100 movies, 500 audio CDs, audio books, and computer games, plus an external camera that will offer a pilot's eye view of flights.

Qantas To Offer In-Flight Web Access In 2008 -- Wi-Fi -- InformationWeek

Review: Microsoft Windows Server 2008 Beta CTP -- A Major Move Forward -- InformationWeek

Timely snapshot

It's official: Windows Server 2008 (WS08) will be launched on February 27, 2008, along with new versions of Visual Studio and SQL Server. Microsoft's flagship server operating system will probably be Bill Gates' last product launch before he retires later in 2008. Is Bill Gates going out with a bang? We examined the Windows Server 2008 Beta Community Technology Preview (CTP), which was released in June, 2007, to see what it promises for the upcoming OS.

Some concluding observations

Though WS08 comes in both x86 (32-bit) and x64 (64-bit) editions (an IA64 edition will also be available), this will be the last time Microsoft releases a 32-bit edition of its server OS. WS08 Release 2, which is expected to ship in 2009, will no longer include a 32 bit version.

There is no doubt that WS08 heralds a new age in Windows computing: One that will see massive moves to dynamic datacenters as everyone virtualizes their Windows service offerings. One that will see the end of 32-bit computing. One that will see the introduction of a "non-Windows" Windows through Server Core. And one that will fully support server consolidation and the elimination of server proliferation.

Note: Bill Gates is not leaving Microsoft, although he will no longer be the person leading events such as major product launches, apparently after the combined Windows/Visual Studio/SQL Server 2008 launch next February.  Gates has clearly stated that he is switching -- from full-time Microsoft and part-time Foundation to part-time Microsoft and full-time Foundation.

Review: Microsoft Windows Server 2008 Beta CTP -- A Major Move Forward -- InformationWeek

Digg Down Deep and You’ll Find Steve Ballmer’s Not Monkeying Around | BoomTown | Kara Swisher | AllThingsD

More Digg details 

Under the three-year deal, Digg, which claims more than 17 million unique visitors a month, will likely get a big wad of guaranteed cash, much in the same way–though probably a lesser amount–as Microsoft handed over to social networking site’s Facebook in the wake of Google’s $900 million deal with MySpace.

The move appears to be a blow to Google, which lost the contextual ad business it had had with Digg, as well as Yahoo, which can’t seem to get some skin in this pricey game.

Digg Down Deep and You’ll Find Steve Ballmer’s Not Monkeying Around | BoomTown | Kara Swisher | AllThingsD

Digg Digs Microsoft; Buries Google - Bits - Technology - New York Times Blog

Interesting times... 

Digg, the where users vote for which news articles to display, has voted itself on a new advertising provider. It has replaced Google with Microsoft to sell text ads on its site. Microsoft will also sell graphical ads as well on the site, which claims 17 million visitors a month.

Digg Digs Microsoft; Buries Google - Bits - Technology - New York Times Blog

Apple Profit Soars 73% as Sales Rise - New York Times

Maybe they should change it back to "Apple Computer Inc." for a while... 

The company’s gross margins rose substantially during the third quarter, to 36.9 percent from 30.3 percent in last year’s quarter. Mr. Oppenheimer said Apple’s margins benefited from favorable pricing for components like memory chips.

“The upside was clearly the health of the Mac business,” said A. C. Sacconaghi, an analyst with Sanford C. Bernstein & Company. “Apple’s in a really attractive position, where the Mac’s component prices are falling but they’re able to charge the same prices.”

Apple Profit Soars 73% as Sales Rise - New York Times

Wednesday, July 25, 2007

Is Amazon.com worth $100 a share? - MarketWatch

Déjà vu -- see the article for a ~10-year stock price history chart...

As shares of Amazon.com Inc. surged to a seven-year high Wednesday, a few analysts on Wall Street bet that the stock will eventually eclipse the $100 mark last seen in the dot-com days of the late 1990s.

At that level, the already pricey shares will eclipse other large Internet players -- and sit at a fat premium to other large retail companies in terms of valuation.

Is Amazon.com worth $100 a share? - MarketWatch

Netflix woes deepen with plunging stock - Yahoo! News

 Doubleplus ungood day for Netflix...

Netflix Inc. frustrated investors and customers alike Tuesday as its stock price plunged to its lowest point in more than two years while its Web site was inaccessible most of the day because of unexplained technical problems.

The 7 percent drop in Netflix's shares wasn't a shock after the Los Gatos-based company reported the first quarterly customer losses in its history and dimmed its earnings outlook for the rest of the year.

Netflix woes deepen with plunging stock - Yahoo! News

Blackout On The Web - Forbes.com

Go figure... 

When a single data center sneezes, the Internet gets a cold.

That's what several major Web sites learned Tuesday afternoon when a power outage in downtown San Francisco disabled 365 Main, a Web server company that hosts sites including Craigslist, Technorati, SixApart, Yelp, GameSpot, the homepage of Sun Microsystems (nyse: SUN - news - people ) and Red Envelope. The outage, which began at about 1:45 p.m. Pacific time, disabled the sites for more than an hour.

Blackout On The Web - Forbes.com

Keeping Tabs on Kids’ Phones | The Mossberg Solution | Katherine Boehret | AllThingsD

Hmmm...

 photo

This week, I tested a new software application called Radar that can be wirelessly downloaded onto a kid’s cellphone to digitally monitor the phone’s activities, including incoming or outgoing calls, emails and text and photo messages. Alerts are sent notifying parents of any contact with unapproved people.

Keeping Tabs on Kids’ Phones | The Mossberg Solution | Katherine Boehret | AllThingsD

Aided by Harry Potter Fans, Amazon Triples Its Profit - New York Times

 Definitely some kind of magic

Some of Harry Potter’s magic has rubbed off on Amazon.com.

The company, based in Seattle, announced today that its second-quarter net income increased more than threefold on revenue that rose 35 percent.

The news pushed up the company’s stock in after-hours trading to a level it has not reached since February 2000, during the heyday of the dot-com boom.

Aided by Harry Potter Fans, Amazon Triples Its Profit - New York Times

Apple shares fall on report iPhone demand may slow - The Boston Globe

 Yeah, it's not that they aren't selling well; many of them simply couldn't connect to AT&T...

Apple Inc. shares fell the most in six months after analysts said demand may be slowing for the iPhone, which chief executive Steve Jobs expects to become the company's third major business.

[...]

UBS AG said iPhone sales for the two-day period were "likely much higher" than the number of activations AT&T reported and that investors should "not overreact."

Apple shares fall on report iPhone demand may slow - The Boston Globe

Technology Review: Researchers seek payments not credit for discovering software flaws

The invisible hand at work again... 

For some security researchers who uncover flaws in leading computer programs, a nod of appreciation from software companies is no longer enough.

Now they want money.

Critics say the purity of research is in jeopardy as discoveries are shopped around instead of submitted directly to software vendors so they can quickly develop a fix.

Technology Review: Researchers seek payments not credit for discovering software flaws

Tuesday, July 24, 2007

Nonprofit may launch $350 laptop by Christmas - Boston.com

This should count as a charitable donation, imho; by the end of 2007, you'll probably be able to get a regular Wintel/Lintel laptop for not much more than $350.  HP's web site, for example, currently has laptops starting at $449.

A nonprofit group that designs low-cost computers for poor children may start selling $350 laptops on the commercial market by Christmas, an executive said on Monday.

The One Laptop Per Child Foundation's chief technology officer, Mary Lou Jepsen, said the computer could sell initially for about $350, or twice its production cost, although the group is also considering a higher price tag.

Nonprofit may launch $350 laptop by Christmas - Boston.com

TiVo to sell trimmed down premium TV video recorder - Boston.com

I'm sure people who bought the $800 version since it was introduced 10 months ago are thrilled 

The company said its TiVo HD model, capable of recording up to 20 hours of high-resolution TV signals, would sell for about $300, starting in August.

That contrasts with the nearly $800 price tag of its TiVo Series3 HD Digital Media Recorder, which holds about 30 hours of HD programming and has more high-end audio and video features.

TiVo to sell trimmed down premium TV video recorder - Boston.com

Andreessen: Ops, I Did It Again | Digital Daily | John Paczkowski | AllThingsD

Some scary signals that Bubble v2 may be in overdrive...

 andreesen_timecov.jpg

At that price, Andreessen–who owns nearly 6.5 million shares–stands to make $92 million off the deal. Which is a nice bit of validation, given Opsware’s inauspicious beginnings as Loudcloud, a managed hosting company remembered more for a string of heavy losses and a lackluster 2001 IPO.

[...]

And for Andreessen, whose first start-up, Netscape Communications Corp., marked the beginning of the Internet boom of the late ’90s, it’s proof that contrary to what F. Scott Fitzgerald wrote, there are second acts in some American lives.

Speaking of second lives, from today's WSJ: Amazon Shares Defying Gravity Once Again

[Chart]

A river of money has flowed into shares of Amazon.com. They're up more than 80% year to date.

On the face of it, Amazon might still look like a good stock to own. Analysts surveyed by Thomson Financial expect the online retailer to report today that it earned 16 cents a share, excluding one-time items, in the second quarter, more than triple last year's five-cent gain. Sales of the last Harry Potter book could help fuel earnings in the current quarter. Amazon booked more than two million pre-sales before the book even hit brick-and-mortar stores.

Looked at another way, however, Amazon is looking more like an Internet bubble stock of yesteryear. At $71.74 a share, it trades at 121 times last year's earnings, making it much pricier than highfliers Apple and Google, both of which have price-to-earnings ratios of around 45 times. (The lower the P/E, the cheaper the stock.)

Andreessen: Ops, I Did It Again | Digital Daily | John Paczkowski | AllThingsD

Monday, July 23, 2007

HP opens wallet for software business | CNET News.com

Wow -- busy day for HP 

HP also announced that it intends to buy Neoware in a cash deal. Subtracting Neoware's cash from the offer price, the deal is worth $214 million, according to HP.

Neoware makes thin client and virtualization software for centralizing management of corporate desktop computers. The software will be combined into the business desktop unit of HP's PC business and will boost the company's Linux business, HP said.

HP opens wallet for software business | CNET News.com

H-P Agrees to Acquire Opsware for $1.45 Billion - WSJ.com

 Looks like MarcA will have more time for blogging (see his post "HP buys my company Opsware for more than $1.6 billion in cash")...

Hewlett-Packard Inc. agreed to acquire software maker Opsware Inc. for $1.45 billion as the PC giant continues to bulk up its non-hardware offerings.

H-P will pay $14.25 for each shares of Opsware, a 39% premium to Friday's closing price of $10.28. Including debt, the deal is valued at about $1.6 billion.

[...]

Opsware was co-founded by Marc Andreessen, the young brain behind Internet pioneer Netscape Communications Corp. The company has painfully built itself into a credible enterprise-software business after focusing on Internet "hosting" and related services during its first three years in existence. When that business went south, Messrs. Andreessen and Horowitz laid off hundreds of employees and retooled the company's business. Mr. Horowitz will become part of H-P's management.

Excerpt from blog.pmarca.com link above:

In September 2002, we did a complete restart as a public company -- we sold our managed services business to EDS and turned Loudcloud into Opsware, a software company based on the core intellectual property developed at Loudcloud. Over the next five years, we executed on our original vision -- automation of large-scale modern datacenters and computer systems -- within this new model, and built a comprehensive family of state-of-the-art automation software products that power the full range of technologies you find in a modern datacenter, from servers and applications to networking and storage.

We have become the clear market leader, and today our software is in use at more than 350 of the largest and most advanced businesses and government agencies, including Goldman Sachs, JP Morgan Chase, Home Depot, GE, Microsoft, Samsung, Comcast, Tivo, and the US Department of Defense. Along the way, Opsware has grown to more than $100 million in annual revenue and 550 employees, and has become one of the fastest-growing software companies in the world.

H-P Agrees to Acquire Opsware for $1.45 Billion - WSJ.com

Inside the High-Tech Hunt for a Missing Silicon Valley Legend

Recap article in Wired Magazine -- tragic...

The news that Gray was missing shocked the high tech community. The lanky coder had been a computing legend since the 1970s. His work helped make possible such mainstays of modern life as cash machines, ecommerce, online ticketing, and deep databases like Google. "Jim's work inspired us and many other computer scientists to seek out and tackle very ambitious projects," says Google cofounder Sergey Brin. "He never shied away from problems involving large-scale data and computation."

Inside the High-Tech Hunt for a Missing Silicon Valley Legend

The Secret Diary of Steve Jobs: Giant iPhones appearing in sand around the world

 Not quite as freaky as, say, Homer Simpson fake crop circles...

It's freaky. It's like crop circles, or the Nazca lines. Nobody seems to know how this is happening. More freaky is that some of these sand-based iPhones actually work.

The Secret Diary of Steve Jobs: Giant iPhones appearing in sand around the world

Social Computing Viewpoint: Facebook’s Secret Plan

Another  Facebook snapshot, this one from Polaris VC Sim Simeonov

Will Facebook become the next Microsoft, the next AOL or Google, or Visual Basic? I think the answer is none of the above. FB wants to be a new type of platform company where data and code are mashed up with people. We haven't seen one of those yet. As Facebook touches more and more of people's lives, more questions will come up. Hopefully, these will get resolved quickly so that a thriving ecosystem spawns on top of F8 + Parakey.

Social Computing Viewpoint: Facebook’s Secret Plan (SocialComputingMagazine.com)

Face value | Book value | Economist.com

Interesting Facebook snapshot from The Economist 

Metaphorically, Mr Zuckerberg views himself as similar to the pioneering Renaissance mapmakers who amassed and combined snippets of information and then charted new lands and seas so that other people could use their maps to find, say, new trade routes. In Mr Zuckerberg's case, the map charts human relationships. Whereas many of the other social networks on the web primarily help people to make new contacts online—whether for hanky panky, marriage or business—Mr Zuckerberg is exclusively interested in “mapping out” the “real and pre-existing connections” among people, he says.

[...]

Mr Zuckerberg is about to be tested in two ways. A three-year-old lawsuit is coming to court in which he is accused, in effect, of stealing the idea for Facebook from three other Harvard students. And if Facebook really is going to do a Google and go public, he will have to convince investors that mapmaking can be a business. One of its investors recently said revenues might come to $100m this year. But it is not clear how much of this comes from one big deal with Microsoft, which needs Facebook as a partner and might even like it as a division. Advertising, the obvious business model, does not seem to work well on Facebook, perhaps because people go there to socialise, not to shop. Trying to make money in other ways could be risky, since it might alienate users and damage the social graph. And it is, remember, awfully easy for one “next big thing” to be overtaken by the next.

Face value | Book value | Economist.com

Mark Logic CEO Blog: EMC Goes Dutch

 Interesting EMC/X-Hive perspectives from X-Hive competitor Mark Logic's CEO Dave Kellogg.  Excerpt:

My strategic concern with X-Hive has always been focus. While the offerings are layered on each other, the reality is you have a 25-person company in the Netherlands conducting war on three fronts. All three categories in which the company competes are highly competitive, and X-Hive has approximately 8 people working per category. That strikes me as way below critical mass.

Mark Logic CEO Blog: EMC Goes Dutch

BBC NEWS | Technology | '$100 laptop' production begins

Actually the $176 education device with incomplete software, apparently 

Hardware suppliers have been given the green light to ramp-up production of all of the components needed to build millions of the low-cost machines.

Previously, the organisation behind the scheme said that it required orders for 3m laptops to make production viable.

The first machines should be ready to put into the hands of children in developing countries in October 2007.

$176 breakdown

BBC NEWS | Technology | '$100 laptop' production begins

Google acquires ImageAmerica to boost mapping | Tech news blog - CNET News.com

Google acquisition de jour 

Google has acquired ImageAmerica, a company that builds high-resolution cameras and uses them to take aerial photographs.

The search engine giant announced the move Friday on its LatLong blog about Google Earth and its other mapping efforts. It didn't disclose terms of the deal.

Google acquires ImageAmerica to boost mapping | Tech news blog - CNET News.com

Microsoft and Ask.com Call on Industry to Join Together to Evolve Privacy Protections for Consumers

 Another interesting dimension in the multifaceted search competition

Building on their respective efforts to protect consumer privacy, industry leaders Microsoft Corp. and Ask.com, a wholly owned business of IAC (NASDAQ: IACI), today joined together in the commitment to call on the industry to develop global privacy principles for data collection, use and protection related to searching and online advertising. The companies will work with other technology leaders, consumer advocacy organizations and academics to come together and join them in working on the development of these principles, which could include developing and sharing best practices to provide more control for consumers.

Microsoft and Ask.com Call on Industry to Join Together to Evolve Privacy Protections for Consumers: Companies announce commitment to develop privacy principles that will enhance protections and provide more control for consumers.

Saturday, July 21, 2007

Duke: IPhone didn't cause power outages - Boston.com

The rest of the story... perhaps

A problem with Duke University's wireless network caused outages at the school, officials said Friday, exonerating the initial suspect, Apple Inc.'s new iPhone.

"A particular set of conditions made the Duke wireless network experience some minor and temporary disruptions in service," Duke spokeswoman Tracy Futhey said in a written statement posted on the university's Web site. "Those conditions involve our deployment of a very large Cisco-based wireless network that supports multiple network protocols."

Duke: IPhone didn't cause power outages - Boston.com

I, Cringely . The Pulpit . When Elephants Dance | PBS

Read the full article for a detailed snapshot of global broadband trends; the summary paragraphs follow 

While the number of U.S. residential broadband users is continuing to increase, the rate of that increase is slowing according to several surveys by the Pew Internet & American Life Project. Extrapolating these numbers suggests that ultimate broadband penetration will be comparable to cable TV or around 85 percent absent some total coverage solution like BPL. This slowing of growth may be inspiration for the growing telco vs. cable battle over triple play digital services, with the idea that some telephone users (where market penetration is already 97+ percent) will be induced to buy broadband service to lower their telephone costs.

Who is the big winner here? Well I'll count myself a winner if my Internet pricing comes down a bit (I pay $168 for 8/1 cable service with five static IPs) but the REAL winner is Cisco Systems, whose largest market is service providers. With Comcast and Verizon pushing AT&T toward offering new technologies at lower prices, EVERYONE is going to need a new router.

I, Cringely . The Pulpit . When Elephants Dance | PBS

Google Pushes for Rules to Aid Wireless Plans - New York Times

This isn't going to further endear Google with the current telecom establishment... 

In the Internet giant’s view of the future, consumers would buy a wireless phone at a store, but instead of being forced to use a specific carrier, they would be free to pick any carrier they wanted. Instead of wireless carriers choosing what software goes on their phones, users would be free to put any software they want on them.

Google believes that the cost of voice calls and data connections to the Internet may be partly subsidized by advertisements brought to users by Google’s powerful online advertising machine.

There might even be a Google phone.

Google Pushes for Rules to Aid Wireless Plans - New York Times

Dell offers free laptops with broadband subscription | InfoWorld

 Sign of the times

Dell has signed a deal with a U.K. mobile phone retailer to distribute free laptops with the purchase of a broadband Internet access subscription, continuing the company's push into the retail market.

Starting in September, consumers who buy a two-year contract for America Online's broadband service through the Carphone Warehouse Group will get a coupon for a free base-model Inspiron notebook from Dell. AOL broadband costs £19.99 ($41) per month.

Dell offers free laptops with broadband subscription | InfoWorld | News | 2007-07-20 | By Jeremy Kirk, IDG News Service

The battle of the mashup editors | Webware : Cool Web apps for everyone

Timely snapshot 

Over the last year, all of the big three tech companies (Microsoft, Google, and Yahoo) have created their own online mashup editors. Both Microsoft's and Yahoo's are publicly available, but Google's is in a small private beta. Today I'm taking a look at the pros and cons of all three.

Jumping to the conclusion:

After looking at all three of these mashup editors, I have found that the easiest one to use, by far is Microsoft's Popfly. It provides a really easy entry point for those who want to get started in developing Web applications.

The battle of the mashup editors | Webware : Cool Web apps for everyone

VentureBeat » Google earmarks $4.6 billion for wireless bid, backs Ubiquisys

 Apparently not in a rush to curtail spending...

Google, seeking to extend Internet access to more people, which helps it make more money from its own services, made two big wireless announcements today.

It said it will bid at least $4.6 billion in an upcoming up-coming auction to operate a part of the wireless spectrum.

It also said it is leading a $25 million investment into a U.K company, Ubiquisys, which is developing hardware that lets cell phones run on home WiFi networks. In other words, it helps carriers move some of their data traffic away from their own cellular network, onto a home’s local area network, or the so-called “edge.”

VentureBeat » Google earmarks $4.6 billion for wireless bid, backs Ubiquisys

Friday, July 20, 2007

EMC Acquires Dutch XML Company

This one is a subtly significant milestone; read the full article for context 

X-Hive, a privately-held company with 25 employees in Rotterdam, the Netherlands, brings XML tools to the Documentum content management division of EMC's corporate lineup, adding what an EMC spokesperson called a "smart new repository combining XML indexing, XML query, full text and transformation" to round out EMC's own XML infrastructure offering.

EMC Acquires Dutch XML Company

Photosynth Prototype - CollegeHumor video

Go beyond the host name (CollegeHumor.com) and the post subtitle ("What a horrible time to be blind") and check out this TED demo of Microsoft Photosynth -- very cool.  I don't think we'll be seeing that class of app in AJAX "real soon now..."

You can explore the Photosynth tech preview on this site (the TED video is also available there but I opted to keep the original reference as it was sent to me by a colleague).  Also note the subtle connection between the video "Distributed by BMW" and the demo scenario including a drill-down BMW ad; hmm...

Photosynth Prototype - CollegeHumor video

Where's XML Going? - O'Reilly XML Blog

Timely snapshot/reality check from Kurt Cagle -- 14 observations/predictions (numbered 1 - 15, but #10 is missing at the moment). 

In short, while XML is not exactly doddering off to the rest home, its angle-bracket knees are no longer as flexible as they used to be. If it were a person you’d expect it to be muttering about those damn JSON punks and how property taxes and inflation are eating up its standard of living. It no longer is as flashy a technology as it used to be (even as Flash has been migrating to an XML format), and more than once I’ve run into twenty-something AJAX hot-shots who declare XML so yesterday (even as they write applications that bind AJAX objects to XML structures). It’s become the establishment, though in many respects I suspect that while its glory days are behind it, XML is becoming more integrated into the fabric of computing.

To that end, I wanted to offer up an assessment of where XML itself is going.

A few excerpts, with my $.02 added:

[#3] The Marriage of XQuery and REST. I’ve written about this fairly extensively in this venue, but think it is worth reiterating here. Combine an XQuery based system with a server objects namespace and you have the foundation for a remarkably powerful server environment comparable to ASP.NET, PHP or Ruby, and what’s more, such a system is remarkably neutral in its deployment (you could deploy such solutions from ASP.NET, PHP, JSP or Ruby).

Very intriguing scenario -- a more data/content-centric vision for future app server models, with the expressive power of XQuery (and its strong typing etc.) potentially displacing/reducing the role for web-centric scripting/"dynamic" languages.

[#4] Add XForms and Stir. XQuery is effective because it reduces the middleware “translation” layer to practically nothing; if you work with UI components that can in turn consume that XML (either via standalone model instance islands a la XForms or via other XML aware toolkits) and you have a remarkably powerful combination where you are shuttling XML back and forth without ever having to worry about the underlying implementations. Such a solution isn’t a “total” solution, but then again it doesn’t need to be - you can effectively wrap services such as sendmail calls or image manipulation in an XQuery module that lets you stay at the XML abstraction layer.

I've been an XForms fan for several years, but it's a lonely recommendation/standard at this point, especially with Adobe and Microsoft trying to diplomatically argue that it has no place in the XML universe.  On the other hand, with strong support from vendors including EMC (through Documentum) and IBM (through Workplace Forms, née PureEdge), it'd be premature to dismiss XForms.

[#7] Semantics isn’t just for kids anymore. The rise of folksonomies have brought the terms “taxonomist” and “ontologist” out of the domains of library science and religion respectively, and turned them into remarkably high paying jobs. We’re now discovering that the process of defining schemas is remarkably difficult, and that meaning is similarly difficult to hold and describe. While I am still not sure that RDF is the best language for describing such semantics, I see much of the borders of what used to be called AI and cybernetics increasingly described in angle-bracket terms, and declarative languages in general enjoying a renaissance as we push our awareness of meaning to the next level. If I was entering IT as a newly managed IT college graduate, I’d be looking at semantic systems and knowledge management as the “hot” fields to be getting into.

Anybody else remember Turbo Prolog?... 

RDF and OWL are useful for expressing relationships and rules, and I'm intrigued with leading-edge RDF-like models such as Freebase (request an alpha account and explore; very thought-provoking stuff), but I don't see proto-"Semantic Web" developments reaching the tipping point in mainstream IT anytime soon.

[#15] XML Databases and the plateauing of SQL. This will take a while longer, but I see SQL-based server systems plateauing in the next few years - they won’t go away, but those databases will likely begin to look increasingly like XML databases, while existing XML based database systems will continue to gain market share. Part of this will likely be due to XQuery (plus some form of XUpdate, which will likely be introduced shortly). I think that XUpdate has been slower out of the gate because the entrenched SQL vendors realize that by having both query and update that a big rationale for their SQL products as separate, self-contained systems goes away, but customer demand, hungry commercial upstarts and OSS projects will likely drive towards a need to readdress this issue.

One step too far, imho; I see XQuery and SQL having complementary -- indeed, synergistic -- roles for the foreseeable future.  XML is in some ways an idiosyncratic data model, and it is not a viable substitute for many important aspects of the relational model.  It may seem mundane to some, but the IT world has a huge and growing need to deal with databases, not just (data- or document-centric) XML documents, and the leading-edge DBMS vendors are on a very significant power curve -- in part because they're also incorporating XQuery where appropriate.

I also think the best way to master XQuery is to first master SQL -- learn about set theory, relational calculus, normalization, etc. (you don't need to master the vocabulary; the concepts aren't that much of a braincramp for practical/real-world applications), then start accommodating the XML model differences and idiosyncrasies as embodied in XQuery.

Where's XML Going? - O'Reilly XML Blog

Facebook Buys a Web Celebrity – and His Company - Bits - Technology - New York Times Blog

More Facebook/Parakey info from NYT BITS 

But according to an article last year in IEEE Spectrum, the company was designing a system to synchronize user’s data between their computer desktop and the Web:

Parakey is intended to be a platform for tools that can manipulate just about anything on your hard drive—e-mail, photos, videos, recipes, calendars. In fact, it looks like a fairly ordinary Web site, which you can edit. You can go online, click through your files and view the contents, even tweak them. …. Best of all, the part of Parakey that’s online communicates with the part of Parakey running on your home computer, synchronizing the contents of your Parakey pages with their latest versions on your computer. That means you can do the work of updating your site off-line, too.

So how does this mesh with Facebook’s social network? At the company’s Platform launch earlier this year, it was clear founder Mark Zuckerberg had ambitious aspirations to turn Facebook into an operating system on the Internet—an online platform on which other software applications could run, and where computer users would spend the bulk of their online time.

Hmm -- so now we have a few potential solutions for the pesky desktop/cloud sync challenge

  • Firefox 3.x
  • Google Gears
  • Adobe AIR
  • Whatever the Parakey guys (who were instrumental in creating Firefox) have been working on

Facebook Buys a Web Celebrity – and His Company - Bits - Technology - New York Times Blog

The Food Line at the Googleplex Did Seem Rather Long - Bits - Technology - New York Times Blog

Another take, from the NYT BITS (Business Innovation Technology Society) blog 

Still, the company was hardly feeling like it needs to pinch pennies. (And perhaps it shouldn’t, given that it now has $12.5 billion in cash, up $568 million in the quarter alone.)

Revenue from AdSense, Google’s service that places advertisements on other Web sites, had no growth in the quarter, largely because Google fired a bunch of customers whose sites didn’t meet its quality standards.

When the company really starts to have to work for its money, it may be less likely to turn away business. We don’t know when, but that day will come.

The Food Line at the Googleplex Did Seem Rather Long - Bits - Technology - New York Times Blog

Ross Mayfield's Weblog: CEO 2.0

More dare-to-be-different modus operandi at Socialtext.  The TWTTR component on his blog home page currently notes "Boy, suddenly I've got a lot of email"...

As a company founder, as I've written before, it is inevitable and necessary that your role evolves for the best interest of the company and what you own of it. Today I'm invoking the most powerful inflection point I can for Socialtext. We've grown to 3,000 customers, 50 people, the leading brand in the space, an innovative product, solid revenue growth and are targeting profitability. It is time for Socialtext to be taken to the next level, and for that, I want to openly recruit the CEO 2.0 for Socialtext.

Ross Mayfield's Weblog: CEO 2.0

Technology Review: Swedish 75-year-old woman gets superfast Internet connection

An interesting leading indicator 

She is a latecomer to the information superhighway, but 75-year-old Sigbritt Lothberg is now cruising the Internet with a dizzying speed.

Lothberg's 40 gigabits-per-second fiber-optic connection in Karlstad is believed to be the fastest residential uplink in the world, Karlstad city officials said.

In less than 2 seconds, Lothberg can download a full-length movie on her home computer _ many thousand times faster than most residential connections, said Hafsteinn Jonsson, head of the Karlstad city network unit.

Technology Review: Swedish 75-year-old woman gets superfast Internet connection

Google exec settles with SEC for SmartForce work | CNET News.com

Apparently did some evil, but not on purpose; he still has Google's full support.  A former CFO without any accounting background?... 

"In retrospect, Mr. Drummond acknowledges that he would have been better served in his role at SmartForce had he possessed an accounting background," Drummond's attorney Harvey Wolkoff said in a statement.

"However, it was not unusual during this period in time to find many CFOs like David who were not trained as accountants, but instead were hired for their expertise in other important corporate functions."

Google exec settles with SEC for SmartForce work | CNET News.com

Facebook acquires Net start-up Parakay | CNET News.com

 Having made impressive progress as an application playground recently, Facebook now apparently aspires to become a web platform as well.

In an interview with engineering news site IEEE Spectrum last year, Ross described a plan to create what he called a WebOS, or Web operating system, a central place where different online resources might be found, similar to the way Microsoft Windows pulls together computer resources into one view.

He described creating a protected space inside a Web browser that allows users to store digital information and share it with designated friends, family and colleagues. In effect, the browser is designed to act as a social network space rather than simply a personal information viewing tool.

Facebook acquires Net start-up Parakay | CNET News.com

Microsoft’s Annual Revenue Surpasses $50 Billion: Double-digit revenue and EPS growth fueled by Windows Vista and the 2007 Microsoft Office system

And then there's Microsoft... 

It'll be interesting to see if Google is showing double-digit growth in 15 - 20 years... 

Microsoft Corp. today announced revenue of $13.37 billion for the quarter ended June 30, 2007, a 13% increase over the same period of the prior year. Diluted earnings per share for the quarter were $0.31. Excluding $0.08 of previously announced charges primarily related to Xbox 360™ warranty policies, earnings per share would have been $0.39, an increase of 26% over the same period of the prior year when also adjusted for certain items.

For the fiscal year ended June 30, 2007, Microsoft announced revenue of $51.12 billion, a 15% increase over the prior year. Diluted earnings per share for the year were $1.42. Excluding certain items, earnings per share would have been $1.49, an increase of 17% over the prior year when also adjusted for certain items. $31 billion in cash, or approximately 175% of operating cash flow, was returned to shareholders during the year through share buybacks and dividends.

Microsoft’s Annual Revenue Surpasses $50 Billion: Double-digit revenue and EPS growth fueled by Windows Vista and the 2007 Microsoft Office system

Google Earnings Up 28% but Miss Expectations - New York Times

 Reading between the lines in the response to the Google numbers: still very impressive growth, and the investment community is perplexed because Google is not providing detailed guidance or otherwise playing by the (often ridiculous and tacit)  domain rules -- e.g., how can financial analysts assert Google spent too much when they don't know details about Google's strategic plans or financial projections?

Fine, so Google lost about $11B in market cap since the market close yesterday, after its earnings announcements.  It's down to a paltry ~$160B and is, BTW, still generating huge revenue and profit numbers.  Google was never one to play by others' rules; it's still full speed ahead in the Googleplex.

Within minutes of Google’s announcement, which was made after the close of markets, disappointed investors sold off Google’s shares in after-hours trading, slashing their value by about $42, or more than 7 percent, to about $506. Shares of Google had risen steadily in recent weeks, in part, on speculation that the company, which does not provide guidance about its expected financial performance, would surpass Wall Street estimates.

Google Earnings Up 28% but Miss Expectations - New York Times

MarketBeat Blog - WSJ.com : Ballooning Google

Full speed ahead... maybe with an occasional speed bump.

Google shares are tumbling in late trading, losing nearly 7%, or $37, after the Internet search giant’s earnings fell short of Wall Street’s lofty expectations. Why are investors disappointed? After all, revenue pole-jumped 58% from a year ago. Maybe it’s because one of the few things outstripping Google’s sales growth are its costs. Expenses surged 69% to $2.77 billion in the latest quarter. That’s more than a few free lunches in the Googleplex cafeteria.

Yes, Google’s business continues to grow quickly and the company is taking more than its share of Web searches and online advertising. But Google is spending more and more to do it — and getting bigger and bigger. In just three months, Google added 1,548 people to its payroll — most were engineers or in sales and marketing — bringing its total workforce to 13,786 at the end of June. That’s more than three times the number of people Google employed just two years ago (4,183).

MarketBeat Blog - WSJ.com : Ballooning Google

Thursday, July 19, 2007

Sprint, Clearwire to build national WiMAX network | Tech&Sci | Technology | Reuters.com

Never underestimate Craig McCaw... 

Sprint Nextel Corp. (S.N: QuoteProfile , Research) and Clearwire Corp. (CLWR.O: QuoteProfile , Research) plan to build a U.S. nationwide mobile broadband network using WiMAX technology that will be five times faster than current wireless networks and cost less.

The announcement by the two companies on Thursday sent shares of Clearwire, which was founded by wireless pioneer Craig McCaw, up 32 percent. Sprint shares rose 1.5 percent.

Sprint, Clearwire to build national WiMAX network | Tech&Sci | Technology | Reuters.com

For SunRocket Customers, Sounds of Silence - washingtonpost.com

 Maybe true for some SunRocket customers

Thousands of SunRocket subscribers found their phone lines disconnected this week after the start-up Internet-phone service provider abruptly shut its doors Monday.

... while at least some, according to a story in today's WSJ, can still hear a dial tone, but are dealing with unanticipated switching costs (new monthly fees atop their original annual fees for defunct SunRocket):

Creditors of SunRocket Inc., a failed Internet phone company, have reached deals with two former competitors, 8x8 Inc. and Unified Communications Corp., that names those companies as "preferred" service providers for SunRocket's 200,000 customers.

SunRocket customers, who abruptly lost service Monday, will not have to pay 8x8's normal start up costs for its Packet8 service, a little over $100, according to a written 8x8 statement. The company also plans to offer one month of free service for former SunRocket subscribers who will be able to maintain their existing numbers. Unified Communications, which offers a service called Teleblend, will offer SunRocket customers a special rate of $12.95 a month for the remainder of their contracts, according to Unified's Web site.

For SunRocket Customers, Sounds of Silence - washingtonpost.com

'ByeBye MySpace, Hello Facebook' – The Ebb and Flow of Social Networks (SocialComputingMagazine.com)

Another timely reality check 

It seems like such a short time ago that MySpace was the place to be in terms of social networking – now it seems that’s all over and Facebook is now the 'site du jour.'

It’s not the first time something like this has happened, either - there have been countless communities online that have grown, peaked, and slowly faded into obscurity. Like a roving band of wildebeest, it seems communities arrive en masse, graze for a while, and move on to pastures anew.

See the full article for more details.

I consider sites/services such as MySpace to be instances of what might be called "the restaurant at the end of the Internet" pattern -- fashionable and fun for some, but also popularity roller coasters that have to contend with unclear differentiation and relatively low switching costs (and often outrageous monetary soul-sell-out temptations for founders...).

Facebook might prove to be an exception, staying stridently independent (and thus avoiding the stigma of being owned by advertising-centric and dubious "news" organizations such as News Corp.) and morphing into an accessible platform that is proving to be fertile ground for creative application development/sharing (in the form of "mashups", composite apps, etc.).  Indeed, Facebook may be at the center of a perfect storm of sorts -- at the intersection of social networking, user-generated content/apps, and the mainstreaming of the always-on net generation.  (But now I've exceeded my cliche quota for the day, so I'll leave it at that...)

 

'ByeBye MySpace, Hello Facebook' – The Ebb and Flow of Social Networks (SocialComputingMagazine.com)

Mark Logic CEO Blog: Stonebraker's "One Size Fits All" Papers

A timely reality check from Mark Logic CEO Dave Kellogg 

As frequent readers know, one of my memes is the rise of special-purpose databases, whether they be data warehouse appliances like Netezza, stream databases like Streambase, or OLAP (aka multi-dimensional) databases like Essbase, recently purchased by Oracle through the Hyperion Acquisition.
I believe that MarkLogic is one of a class of special-purpose DBMSs that will be necessary to handle new requirements that were never envisioned when the RDBMS was born. The relational database is now pushing 40 years old since its invention (and pushing 30 since the first implementations in commercial products).

See the full post for more context-setting and links to Stonebraker's papers.

While I believe the market shift to XQuery is going to be transformational in many respects, creating very significant opportunities for vendors such as Mark Logic, I don't think it's game-over time yet for extended relational database management systems.  I'm currently working on a Burton Group report on XQuery, and this is a topic domain I'll be regularly revisiting in my blog.

Another Stonebraker snapshot to peruse: ACM Queue's "A Conversation with Michael Stonebraker and Margo Seltzer"

Mark Logic CEO Blog: Stonebraker's "One Size Fits All" Papers

BBC NEWS | Entertainment | Potter publisher sues over breach

 Watch for the 8th part of the series, "Harry Potter and the Lawyer Full-Employment Act"...

The US publisher of Harry Potter and the Deathly Hallows is taking legal action against two companies for dispatching copies of the book early.

BBC NEWS | Entertainment | Potter publisher sues over breach

Google to Expand Program, Giving Newspapers a Lift - New York Times

 Hmm -- why does this remind me of yesterday's FSJ post on Microsoft and Red Hat -- "Don't be afraid, I just want to interoperate"?

NEWSPAPERS reeling from major losses of advertising revenue to the Internet are getting a lift from the company that helped lure advertisers away: Google.

Google plans to announce today a significant expansion of its Print Ads program, in which advertisers purchase ads in newspapers through the Web. The company introduced a limited test program last November in which 50 newspapers sold ads to 100 selected advertisers through Google’s computer system.

Google to Expand Program, Giving Newspapers a Lift - New York Times

Fake Steve Jobs lashes out against 'invasions of privacy' | Tech news blog - CNET News.com

Reality check: FSJ is often fun and insightful (and cruel, and occasionally lewd...), but the game can't continue indefinitely; he/she/they can't expect to sensationally but anonymously taunt industry leaders without being investigated.  

The writer of The Secret Diary of Steve Jobs appeared to break character Wednesday in decrying "invasions of privacy" that have the anonymous author rattled.

Fake Steve Jobs, as he or she has come to be known, posted a two-paragraph rant saying he has been consulting with lawyers and computer security experts after discovering activity "that may or may not have crossed over the line of legality but definitely fall outside the boundaries of what most decent civilized human beings consider to be appropriate behavior."

I'm still betting Kara Swisher is somewhere in the FSJ picture.

Fake Steve Jobs lashes out against 'invasions of privacy' | Tech news blog - CNET News.com

Murdoch’s Arrival Worries Journal Employees - New York Times

For a stark reality check in this context, check out the chart in this Wired article (based on a Pew Research Center study) -- Fox News appears at the bottom of the chart.

“There’s a real culture of passion for the truth, for shining lights in dark places and making the mysterious understood,” said a reporter, one of dozens of people interviewed at The Journal and Dow Jones, nearly all of whom asked for anonymity, fearing a backlash from the current regime or the next one. “The overwhelming view here is that under Murdoch, that gets compromised from Day One, and that idea is devastating, heartbreaking, to people.”

Murdoch’s Arrival Worries Journal Employees - New York Times

Ooma Puts Out a Call to Ditch Landlines for Web-Based Service | Personal Technology | Walt Mossberg | AllThingsD

Walt Mossberg tests a new VoIP alternative -- note the link below is to the no-wsj.com-subscription-required version of the article. 

Ooma is a $399 piece of hardware that you pay for only once. There are no monthly bills. You just buy an Ooma Hub, a small device that looks like an answering machine. You plug it into your Internet connection and attach a phone, and you get free, unlimited domestic calls, local or long distance, as long as you keep your Ooma.

Second, with Ooma, you can easily keep your regular phone service as an integrated backup, for 911 calls, and in case the Internet service in your home goes out.

Ooma Puts Out a Call to Ditch Landlines for Web-Based Service | Personal Technology | Walt Mossberg | AllThingsD

Wednesday, July 18, 2007

Xandros Acquires Scalix - Linux E-mail, Calendaring and Messaging Company

The Linux superplatform competition continues to expand...

Today Xandros, the leading provider of intuitive end-to-end Linux solutions and cross platform management tools, announced the acquisition of Scalix, the premier award-winning Linux e-mail, calendaring and messaging company. The acquisition represents another step in the fulfillment of Xandros' strategic vision for developing a complete Linux stack, including desktop, SMB and advanced enterprise servers, cross-platform management tools, and mission-critical IT infrastructure applications, in order to provide organizations and enterprises of all sizes with single vendor support of their diverse and growing IT infrastructures

Scalix: Xandros Acquires Scalix - Linux E-mail, Calendaring and Messaging Company

The Secret Diary of Steve Jobs: Don't be afraid, I just want to interoperate

Classic Fake Steve Jobs post -- with interesting Microsoft/Red Hat/etc. analysis 

Well this little mini drama between Microsoft and Red Hat continues, where Microsoft is trying to form a "partnership" for "interoperability" and Red Hat is freaking out because if makes any deal with Microsoft the nutbags in the Linux "community" will accuse Red Hat of selling out and making a deal with the enemy.

I also love the image selections on The Secret Diary of Steve Jobs...

[cat-and-mouse.jpg-1.jpg]

The Secret Diary of Steve Jobs: Don't be afraid, I just want to interoperate

BEA Systems shares up on buyout rumors - Boston.com

 Perhaps BEA management is losing control of its destiny

"Using our leveraged-buyout analysis we believe a financial buyer could pay somewhere around $15 to $16 (per share), while a strategic buyer has the potential to pay $1 to $3 (per share) more," [Credit Suisse analyst Jason] Maynard wrote. "While management may still be hesitant about selling the business, it's our opinion that they are rapidly losing the ability to influence that decision."

He thinks the company would likely be acquired by a private equity firm or by database software maker Oracle Corp.

BEA Systems shares up on buyout rumors - Boston.com

New Potter Book May Have Made Its Way to Web - New York Times

This is going to become a milestone event... 

But those less mindful of the publishers’ wishes could go onto various file-sharing Web sites yesterday to look at amateur-seeming photographs of what appeared to be each pair of facing pages of a copy of the book. The pictures, which could be downloaded through sites like the Pirate Bay and MediaFire, showed the book laid out on a green-and-red-flecked beige looped carpet, with fingers holding the pages open. Some of the photos made the text difficult to read, but the fiercely protected ending was definitely legible.

New Potter Book May Have Made Its Way to Web - New York Times

Infoporn: Despite the Web, Americans Remain Woefully Ill-Informed

See the article for some scary statistics. 

More than a decade after the Internet went mainstream, the world's richest information source hasn't necessarily made its users any more informed. A new study from the Pew Research Center for the People & the Press shows that Americans, on average, are less able to correctly answer questions about current events than they were in 1989. Citizens who call the Internet their primary news source know slightly less than fans of TV and radio news. Hmmm... maybe a little less Perez Hilton and a little more Jim Lehrer.

If you have a wsj.com account, also check out a "Web 2.0" debate between Andrew Keen ("The Cult of the Amateur") and David Weinberger ("Everything is Miscellaneous").

Infoporn: Despite the Web, Americans Remain Woefully Ill-Informed

Brian Jones: Open XML Formats : iPhone supports Open XML

But no ODF?... 

This is pretty cool. I already talked about how there is support for the open xml formats on the palmOS.

I was looking into the iPhone today and it looks like it has support not just for .doc, .xls, .pdf, and .html; but also has for .docx and .xlsx. Very cool!

I saw this in their product documentation: http://manuals.info.apple.com/en/iPhone_User_Guide.pdf

Brian Jones: Open XML Formats : iPhone supports Open XML

FAST Works With Microsoft, Embraces Microsoft Office SharePoint Server 2007: FAST Office SharePoint Server 2007 Connector available today.

Interesting to see the leading doc mgmt, content mgmt, and search vendors striving to complement SharePoint 

In addition to supporting 80 languages, FAST ESP will enable Office SharePoint Server’s users to employ advanced navigation capabilities to refine results and find facts, leveraging the power of FAST’s Contextual Insight® technology to enrich the customer experience. It also uses Office SharePoint Server as a platform, extending Web Parts capabilities to expose customers and industry partners to more relevant information. “FAST and Microsoft understand that in today’s world it’s not just about searching for information, it is about connecting people with the right information quickly in a security-enhanced environment,” said John Markus Lervik, CEO of FAST. “The market’s rapid acceptance of Office SharePoint Server is a phenomenon. By extending Office SharePoint Server’s content management, collaboration and search capabilities with FAST ESP’s advanced analytics dynamic navigation capabilities, we are enabling users to derive even greater value from Office SharePoint Server 2007. Together with Microsoft, we are enabling organizations to maximize their existing information assets, putting the data to work for them and positioning them for future growth.”

The search business is in a bit of a chaotic state these days, with Autonomy's acquisition of Verity, Open Text's acquisition of Hummingbird (which had in turn acquired Fulcrum), Google seeking to dominate enterprise search, and specialists such as FAST building very impressive customer and partner momentum. 

FAST Works With Microsoft, Embraces Microsoft Office SharePoint Server 2007: FAST Office SharePoint Server 2007 Connector available today.

SunRocket Users May Lose Service and Payments - New York Times

Not your typical phone company... 

Telephone service could be lost for more than 200,000 customers of SunRocket, an Internet telephone company that said on Tuesday that it had gone out of business, according to a person involved in its liquidation.

The customers also could lose money paid in advance to SunRocket, which offered unlimited telephone service for a year for an upfront payment of $199, said Martin D. Pichinson, co-founder of Sherwood Partners, which signed a contract on Tuesday to handle the distribution of assets to creditors.

SunRocket Users May Lose Service and Payments - New York Times

I.B.M. Showing That Giants Can Be Nimble - New York Times

Timely reality check 

I.B.M. has been reorganized from a classic multinational company with country-by-country operations, working in isolation, to a more seamless global enterprise with centers of expertise in industries and technical skills, scattered around the world, each a hub in a global network for delivering services.

The changes, according to Mr. Palmisano, amount to “a huge reinvention” of the company.

Its experience offers a textbook case of a company successfully navigating the twin challenges of globalization and rapid technological change, at least for a two-year stretch.A New Blue

I.B.M. Showing That Giants Can Be Nimble - New York Times

Tuesday, July 17, 2007

Microsoft's Open XML hits snag in standards process | Tech news blog - CNET News.com

More fun with politics and standards.  It's not the final word, however; see the article for more details. 

Rob Weir, an IBM employee and advocate of the rival OpenDocument format, on Sunday detailed in his blog the proceedings of a three-hour meeting of the committee, which is accredited by the American National Standards Institute (ANSI).

Despite a number of Microsoft partners joining the committee in recent weeks, the committee did not approve recommending Open XML as an ISO standard, Weir said. He said that it failed to pass an "approval" vote by one committee member.

Microsoft's Open XML hits snag in standards process | Tech news blog - CNET News.com

Google launches fee-based hosted site search for businesses | Tech news blog - CNET News.com

 Also see a wsj.com article about Google reportedly developing a search service for cellphone-related stuff such as ringtones and mobile games.

Google is set to launch on Tuesday a fee-based hosted site search service targeting small and medium-size organizations that will undoubtedly stir up more talk about Google aiming for Microsoft's enterprise business.

The new Google Custom Search Business Edition offers a way for companies to add a search capability to their Web sites that is powered by Google. A free version of Google's site search service displays ads. Businesses with more complex Web sites can buy the Google Search Appliance to offer site search and intranet search for behind the firewall.

Excerpt from the WSJ article referenced above:

Google's plans to broker the sale of mobile content like ringtones and games could become a threat to large cellphone operators like Verizon Wireless and AT&T Inc., especially if Google enables customer payment through eBay Inc.'s PayPal or its own online Checkout service. The operators have built their own storefronts to sell such material, and they would prefer to hold on to consumers' attention and spending. If billing goes through the carriers instead, appearing on customers' monthly bills, carriers could actually benefit because they usually get a significant cut of such transactions.

Google launches fee-based hosted site search for businesses | Tech news blog - CNET News.com

Ad Downturn Threatening the Survival of Business 2.0 - New York Times

More consolidation -- and perhaps more "The Cult of the Amateur" themes in action... 

Business 2.0 magazine, a seven-year-old Time Inc. publication that covers start-ups, technology trends and changes in the new economy, might publish its final issue in September, according to people briefed on discussions about the fate of the magazine.

Though a reprieve is still possible, according to these people, executives at Time Inc., the nation’s largest magazine group, are threatening to shut down Business 2.0 in the midst of a sharp drop in advertising at the San Francisco-based magazine.

Ad Downturn Threatening the Survival of Business 2.0 - New York Times

Internet Phone Company Halts Operations - New York Times

 Vonage, meanwhile, has a mkt cap of ~$460M, even with its stock at < $3/share.

SunRocket, one of the largest start-up companies offering Internet phone service, has ceased operation and is moving its customers to one or more other companies, a person briefed on its status said yesterday.

A message on SunRocket’s customer service line said the company was “no longer taking customer service or sales calls.” Executives of SunRocket, which is based in Vienna, Va., and had 200,000 subscribers as of April, could not be reached for comment.

Internet Phone Company Halts Operations - New York Times

News Corp. in tentative deal to buy Dow Jones - The Boston Globe

Can't say I'm thrilled about this prospect, as a wsj.com subscriber  for the last 11+ years. 

Murdoch has long wanted to own the Journal, which has won many prizes for editorial excellence. He has denied making plans for major cuts, instead saying he would invest in its online and overseas operations and tap the company's resources to help build a business cable news channel that would rival General Electric Co.'s highly profitable CNBC network. The channel, to be called the Fox Business Network, is to debut on Oct. 15.

News Corp. in tentative deal to buy Dow Jones - The Boston Globe

Technology Review: Directing Digg

Interview with Digg founder Kevin Rose 

Technology Review: The common criticism of Digg is that what tends to be dug is often superficial. Are the most popular stories that rise to the top of Digg the best stories?

Kevin Rose: As we speak, right now, the top three stories on Digg are do-it-yourself lucid dreaming, an update about the Apple iPhone, and why a former official of the Reagan administration thinks that President Bush should be tried as a war criminal. We get a mixture of all types of news on our front page. In any case, users can customize their home page: if you're not into technology or you're not into celebrity gossip, you can remove those sections, and you don't have to see them.

Technology Review: Directing Digg

Monday, July 16, 2007

IPhones flooding wireless LAN at Duke University - Network World

Oops... 

The built-in 802.11b/g adapters on several iPhones periodically flood sections of the Durham, N.C. school’s pervasive wireless LAN with MAC address requests, temporarily knocking out anywhere from a dozen to 30 wireless access points at a time. Campus network staff are talking with Cisco, the main WLAN provider, and have opened a help desk ticket with Apple. But so far, the precise cause of the problem remains unknown.

IPhones flooding wireless LAN at Duke University - Network World