Thursday, June 05, 2008

Gates-Ballmer Clash Shaped Microsoft's Coming Handover - WSJ.com

Extensive Gates/Ballmer snapshot in today's WSJ.  Excerpt:

Some major decisions got stuck due to the impasse, Messrs. Gates and Ballmer said. In one case, two vice presidents clashed over the future of NetDocs, a promising effort to offer software programs such as word processing over the Internet. The issue: Because NetDocs risked cannibalizing sales of Microsoft's cash-cow Office programs, some executives wanted NetDocs killed.

Messrs. Gates and Ballmer were unable to settle on a plan. First, NetDocs ballooned to a 400-person staff, then it got folded into the Office group in early 2001, where it died.

Actually, I don't think it died; NetDocs morphed into XDocs, which morphed into InfoPath.  Definitely a major shift in focus, but the NetDocs investment did not go to waste.

In any case, it's interesting to ponder the fact that Microsoft made a major contingency investment in a web-centric suite about a decade ago.

Gates-Ballmer Clash Shaped Microsoft's Coming Handover - WSJ.com

Wednesday, June 04, 2008

Google Plans Major Expansion In Its Backyard - Bits - Technology - New York Times Blog

Sign of the times

The search engine giant signed a 40-year agreement Wednesday to develop a 42-acre campus on the grounds of NASA’s Ames Research Center, which is adjacent to the Googleplex. The new campus will expand Google’s office capacity to 3 million square feet from the existing 2 million, said David Radcliffe, Google’s vice president of real estate and workplace services.

[...]

For those who keep score, the annual lease for the 42.2-acre parcel is $3.66 million, or nearly triple the $1.3 million the top Google execs pay each year to land two Boeing 767s and at least two Gulfstream Vs at Moffett Field.

Google Plans Major Expansion In Its Backyard - Bits - Technology - New York Times Blog

Ubiquitous Upside - Forbes.com

Timely snapshot of the sometimes paradoxical Adobe; see the full article 

Adobe gets its revenues at the upstream end--from the programmers and graphic designers who create the content that plays on Flash players. For every thousand people who watch a Flash clip online or fill out an online Adobe Acrobat Reader tax form (without paying), there's a Web programmer or graphic designer who paid several hundred dollars for the right to create that digital content using Adobe's multimedia production and editing tools such as Flash, Acrobat, Illustrator and Photoshop. "We're everywhere, but we're not pushy about it," says Adobe's recently appointed chief executive, Shantanu Narayen, 45.

Ubiquitous Upside - Forbes.com

Wii Fit = Anorexic America : Understand Media Blog

An interesting perspective...

Rather than battling obesity, will the Wii Fit contribute to the ever-increasing eating disorder problem in America? The Wii Fit is selling the same thing that other diet and exercise products sell - a quick and simple way to fit within society’s body ideal. So maybe the product should be the “Wii Fit In”. Buy it, and you’re buying hope to fit in - to be as “attractive” as the models on the covers of magazines. And yes, even kids have young idols they look up to and want to be like.

Why doesn’t the media sell us on going for afternoon walks? Maybe because evening walks take too long, don’t promise immediate results, and don’t cost $90. In fact, there is no way of monetizing an afternoon walk except maybe with walking shoes. At least walking shoes are useful beyond afternoon walks… and shoes won’t end up in your closet as useless junk in a month.

Wii Fit = Anorexic America : Understand Media Blog

Business & Technology | GM slashes big-car production | Seattle Times Newspaper

Apparently gasoline price elasticity is finally kicking in

General Motors officially blew up its old business model Tuesday, closing four pickup and SUV factories, announcing a new small car that could get 45 miles per gallon and shedding 10,000 jobs in the process.

But it remains to be seen whether the world's largest automaker by sales can sell enough cars to make money in a shrinking U.S. market and stay ahead of the bill collectors.

Also see, from today's Boston Globe, Ridership Rising Fast, MBTA Announces

Business & Technology | GM slashes big-car production | Seattle Times Newspaper

FT.com / Companies / Media & internet - Wal-Mart in challenge to Craigslist

Hmm...

Wal-Mart, the largest US retailer, has launched a free classified ads service on its Walmart.com website in an alliance with Oodle.com, a small California start-up that is seeking to challenge the dominance of Craigslist.

The listings on Walmart.com draw on its own users and hundreds of thousands of listings from Oodle’s other partners, including The Washington Post and Cox Media, and currently include a horse for sale for $400 in Stewart, Tennessee, a $5,500 Honda motorcycle in Burleson, Texas as well as houses and jobs

FT.com / Companies / Media & internet - Wal-Mart in challenge to Craigslist

Icahn upset by Yahoo's effort to derail takeover - The Boston Globe

The saga continues...

Icahn asserted in an interview yesterday with The Wall Street Journal that Microsoft is unlikely to renew its courtship as long as Yahoo chief executive Jerry Yang and the company's eight other directors remain on the job.

"I'm very cynical about many of the boards and CEOs in this country, but even I am amazed at the lengths that Jerry Yang and the board went to entrench themselves in this situation," Icahn said.

Icahn upset by Yahoo's effort to derail takeover - The Boston Globe

Tuesday, June 03, 2008

Traction Software, Inc. | TEAMPAGE 4.0: PUTTING HYPERTEXT TO WORK

A major update to what I consider the market-leading beyond-the-basics hypertext product; see the full press release for more details

Traction® Software, the leading developer of products for secure, scalable, hypertext collaboration, today announced Traction TeamPage™ 4.0, the latest version of Traction’s award-winning enterprise blog and wiki software. Traction TeamPage 4.0 delivers a combination of wiki, blog, tagging and social networking capabilities that extend Traction's secure, simple and scalable hypertext platform to handle Enterprise 2.0 collaboration on the work that matters most to business: developing products, communicating with customers and sales partners, collaborating with key suppliers, tracking business issues, and competitive intelligence.

Traction Software, Inc. | Public1433: 2 June 2008 | TEAMPAGE 4.0: PUTTING HYPERTEXT TO WORK

Open Sources | Rodrigues & Urlocker | InfoWorld | Hard to make a living in tools | Zack Urlocker

Perhaps one extrapolation step too far, when (Sun VP Database Products) Zack Urlocker comments about the implications of Microsoft's Express tools later in the article, but still a timely snapshot

In recent years, the software tools business has been a tough one. While Borland was a high flyer in the 80s and early 90s, the tools business was commoditized by and large by Eclipse over the past few years. The company is a shadow of its former self and recently sold off its development tools business to Embarcadero.

But Borland isn't the only casualty in the tools space. There's been ongoing consolidation in tools for years. And we've seen other tools companies suffer, too.

Open Sources | Rodrigues & Urlocker | InfoWorld | Hard to make a living in tools | June 2, 2008 07:20 PM | Zack Urlocker

Sudden Disconnect Over Social Networking Deal - washingtonpost.com

A timely reality check

Yet within three days of the campfire, a dispute erupted between Google and Facebook, its largest partner in the new service, that reflected the fact that for Web companies there is nothing casual about the business of Internet socializing: There's too much money, maybe billions, at stake.

Facebook, the burgeoning social network, abruptly withdrew its support for Google's Friend Connect, meaning that none of Facebook's tens of millions of members could sign in to Web sites using Google's new service.

Also see the NYT article "To Counter Google, Facebook Opens Its Code"

Sudden Disconnect Over Social Networking Deal - washingtonpost.com

Wow. Adobe Buzzword - Miguel de Icaza

High praise for Buzzword, the flagship of the recently-unveiled Adobe Acrobat.com suite of services

I am blown away by Adobe's Buzzword web-based word processor.

It feels like a great native application, with great widgetry and lots of attention paid to the details.

Wow. Adobe Buzzword - Miguel de Icaza

Yahoo Threw 'Sand in the Gears' - WSJ.com

A timely snapshot; see this NYT article (no subscription required) for more details

The complaint, filed by Yahoo shareholders, alleges the severance plan was designed to thwart Microsoft's bid. According to Yahoo estimates, the plan could have added $462 million to $2.1 billion to Microsoft's costs, based on Microsoft's initial offer of $31 a share, or $44.6 billion, court documents show.

The complaint calls Yahoo's severance plan "highly unusual" and alleges the company was "throwing sand in the gears of Microsoft's plans for a smooth integration."

The filing also says Microsoft had offered to buy Yahoo for about $40 a share in January 2007, roughly a year before its recently aborted offer. The suit says Yahoo's then-Chief Executive Terry Semel responded to the earlier offer via a "board-authorized" letter in which he rejected "a broader strategic transaction at [that] time" but remained open to a "commercial partnership arrangement."

Turned down $40/share approximately a year before the most recent ($31/share, later raised to $33/share) Microsoft offer.  That was the same senior management team that reportedly turned down an opportunity in 2002 to buy pre-IPO Google (for $2B), before Google left it in the dust...

Yahoo Threw 'Sand in the Gears' - WSJ.com

Ultimate Showdown: Microsoft Vs. Google - Forbes.com

Check out the full post for a collection of industry perspectives (including mine)

Life isn't quite as simple as an online video. But face it: the tug of war over Yahoo! has really been about the simmering battle between Microsoft and Google.
Both companies have sprawling influence of many areas of software and information technology. So we asked more than a dozen executives who are in the industry trenches every day to assess how these two titanic competitors measure up on many different fronts.

Ultimate Showdown: Microsoft Vs. Google - Forbes.com

H.P. to Put Microsoft’s Live Search in PCs - NYTimes.com

On that Circuit City HP laptop I just mentioned -- it came with a bunch of HP "craplets" (junky software pre-installed) and Yahoo! as the default search provider and desktop search engine.  Looks like the HP/Yahoo! deal isn't likely to be renewed...

Microsoft has struck a deal with Hewlett-Packard, the world’s largest personal computer maker, to place a toolbar on new PCs that leads to its Live Search engine, the companies said on Monday.

[...]

Dell Inc. and Google have an agreement to install Web and desktop search software on Dell’s consumer computers. It expires in 2009.

H.P. to Put Microsoft’s Live Search in PCs - NYTimes.com

Apple's iPhone loses U.S. market share in Q1 | One More Thing - CNET News.com

Not the sort of headline Apple wants to see on the eve of the launch of iPhone 2.0...

RIM's market share went from 35.1 percent in the fourth quarter to 44.5 percent in the first, while Apple's dropped from 26.7 percent in the fourth quarter to 19.2 percent in the first. Palm's Centro lifted that company's market share to 13.4 percent in the first quarter, up from 7.9 percent in the fourth. Samsung and HTC ranked fourth and fifth in the U.S. market with 8.6 percent and 4.1 percent of the market, respectively.

Apple's iPhone loses U.S. market share in Q1 | One More Thing - CNET News.com

Acer aspires to lead low-cost laptop race | Tech news blog - CNET News.com

FWIW I priced a new HP laptop a couple weeks ago at Circuit City -- 15.4" screen, 3 gigs RAM, 160 gig drive, CD/DVD-RW, Windows Vista Home Premium, etc.: ~$600 after rebates.  Oh yeah, free multi-function printer as well (to be precise: choice of free printer, wireless cable router, or Norton anti-virus/etc.)...

Meanwhile, Microsoft has signed up more than twenty vendors in this "netbook" domain.

The device will be called the Acer Aspire One, as expected. It will come with an Intel Atom processor, and run Linpus Linux Lite, with Acer's own user interface. Other specs include: an 8GB solid-state drive, 512MB of RAM, 802.11 b/g WiFi, an 8.9-inch screen, and a standard 3-hour battery.

Acer Aspire One

(Credit: Acer)

The Aspire One will be available beginning July 2 for $379. Later that month, a version running Windows XP Home Edition with an 80GB hard drive, and 1GB of RAM will be available, though the pricing details on that have yet to be ironed out.

Acer aspires to lead low-cost laptop race | Tech news blog - CNET News.com

Monday, June 02, 2008

Media Talk - Is the Main Character Missing? Maybe Not. - NYTimes.com

Interesting times...

When Dan Walsh, a 33-year-old technology manager in Dublin, started posting doctored versions of the comic strip “Garfield” on his blog in February, he thought he might amuse a few friends.

Instead, his site on Tumblr started receiving as many as 300,000 hits a day from the United States and beyond. More recently it has leveled off to 30,000 to 35,000 a day, which is not bad for a site whose content takes about five minutes to create.

Media Talk - Is the Main Character Missing? Maybe Not. - NYTimes.com

Technology Review: The Future of Mobile Social Networking

Location, location, location...

"If you think about your day-to-day life and how you discover things around you and places to go, to a great extent the source of that information is your friends," Vengroff says. With Whrrl, a user can "look through the eyes of friends and see the places they find compelling." The software begins with the user's position on the iPhone's map and indicates a smattering of nearby establishments. If the user's friends have visited and rated these places, the software indicates that as well. The map also shows the positions of nearby friends who have enabled a feature that lets them be seen by others.

Technology Review: The Future of Mobile Social Networking

Sunday, June 01, 2008

Rough Type: Nicholas Carr's Blog: Understanding Amazon Web Services

Amazon the chameleon...

Bezos goes on to note that Amazon's retailing operation is "a low gross margin business" compared to software and technology businesses, which "tend to have very high margins." The relatively low profitability of the retailing business gave Amazon the incentive to create a highly efficient, highly automated computing system, which in turn could become the foundation for a set of cloud computing services that could be sold at low enough prices to attract a large clientele. It also made a low-margin utility business attractive to the firm in a way that it isn't for a lot of large tech companies who are averse to making big capital investments in new, low-margin businesses.

"On the surface, superficially, [cloud computing] appears to be very different [from our retailing business]," Bezos sums up. "But the fact is we've been running a web-scale application for a long time, and we needed to build this set of infrastructure web services just to be able to manage our own internal house."

Rough Type: Nicholas Carr's Blog: Understanding Amazon Web Services

Phoenix Lander ‘Talks’ to Twitterers - NYTimes.com

Sign of the times -- check the full story for details

Whoever thought a NASA spacecraft could be so adept at social networking and Web 2.0?

For users of Twitter, a Web microblogging service, the Phoenix Mars lander has been sending pithy news “tweets” to the cellphones and computers of interested “followers.”

Phoenix Lander ‘Talks’ to Twitterers - NYTimes.com

Saturday, May 31, 2008

ConsortiumInfo.org - Make that Three: India Appeals Adoption of OOXML

Just-in-time appeal mode, apparently...

Last night was the deadline for filing appeals to the adoption of OOXML by ISO/IEC JTC 1.  This morning, a spokesman for the IEC acknowledged the receipt of a total of three appeals by the deadline, with the third and final appeal being filed by India, as reported by Peter Sayers, of the IDG News Service.  I have no news as yet whether the fourth country that planned to file an appeal has decided not to do so, missed the deadline, or sent its letter only to ISO (Peter reports that an ISO spokesman declined to confirm how many appeals it has received at this time.  The deadline date is a matter of some confusion, as some National Bodies were under the impression that the deadline was June 2, so it remains possible that a fourth appeal will (or already has been) received.

[...]

As with the other rules that have been at issue in the OOXML Fast Track process thus far, those that will apply here are superficially rational - but also superficial, when it comes to detail.  As has consistently been the case to date, that means that a great deal is left to the discretion to those in the ISO/IEC hierarchy.  What this means is that ultimate control of the resolution remains in the hands of the same individuals, and their colleagues, that made or approved, the decisions in the first instance upon which the appeals are based.

ConsortiumInfo.org - Make that Three: India Appeals Adoption of OOXML

Business & Technology | Roku's Netflix Player keeps you watching | Seattle Times Newspaper

See the full article for more details, including a summary table with Amazon, Netflix, iTunes, and others.

Netflix got it right with the Netflix Player by Roku, a compact $100 Internet appliance from the video service known mostly for snail-mailing DVDs. It's simple. It works. It's not a world beater but it's plenty good enough.

You can watch video streams of 10,000 items through the Roku box, just as you can using a Windows computer, as long as you have a modest monthly DVD subscription with Netflix. There's no extra charge for streaming content and no monthly limit.

Business & Technology | Roku's Netflix Player keeps you watching | Seattle Times Newspaper

Time Warner Cable to Offer Web to TV Link - NYTimes.com

The race to bring the Internet into your living room expands...

Time Warner Cable Inc <TWC.N> plans to offer subscribers an easier way to bring Internet video to their television screens as part of an overall home networking system, Chief Executive Glenn Britt said on Friday.

"Right now it's pretty hard to get Internet stuff on your TV," Britt said at the Sanford C. Bernstein Strategic Decisions Conference in New York.

"We're actually going to have equipment we make available to subscribers," he said. "It's actually going to be a new wireless cable modem that will allow you to network everything in your house."

Time Warner Cable to Offer Web to TV Link - NYTimes.com

Google spotlights data center inner workings | Webware : Cool Web apps for everyone

A timely snapshot -- see the full article for more details

Google doesn't reveal exactly how many servers it has, but I'd estimate it's easily in the hundreds of thousands. It puts 40 servers in each rack, Dean said, and by one reckoning, Google has 36 data centers across the globe. With 150 racks per data center, that would mean Google has more than 200,000 servers, and I'd guess it's far beyond that and growing every day.

Regardless of the true numbers, it's fascinating what Google has accomplished, in part by largely ignoring much of the conventional computing industry. Where even massive data centers such as the New York Stock Exchange or airline reservation systems use a lot of mainstream servers and software, Google largely builds its own technology.

Google spotlights data center inner workings | Webware : Cool Web apps for everyone

Friday, May 30, 2008

ConsortiumInfo.org - Now There are Two: Brazil Appeals OOXML Adoption

This is an interesting diversion, and suggests perhaps some ODF advocate vendors are getting better return-on-investment for their lobbying activities than, e.g., the Hillary Clinton campaign currently is.

Associação Brasileira de Normas Técnicas (ABNT), the National Body representing Brazil, today filed an appeal to the approval of OOXML by ISO/IEC, bringing the current total of appeals to two, with as many as two additional appeals to come, based upon what I have heard from private sources. The text of the Brazilian appeal appears in full at the end of this blog entry, supplied by a trusted source in Brazil.
While this latest appeal overlaps the South African objections in part, it also raises new concerns, some of which are particular to the interests of Brazil, rather than applying to the process as a whole. As a result, it raises not only additional issues, but also ones that present a categorically different basis for appeal as well.

As we noted in the Burton Group report on this topic earlier this year, ISO standardization of OOXML will simplify business in some domains for OOXML-backing vendors (e.g., with governments and other organizations that mandate support for ISO standards), and will also continue to improve OOXML through an open, community-driven collaborative process, as the review culminating in the ISO vote a couple months ago clearly did.

If a few national bodies are able to stall or torpedo the ISO OOXML standard, however, doing so certainly wouldn't somehow make it possible for ODF to leapfrog OOXML. OOXML is gaining market momentum primarily because it is robustly useful in real-world domains where ODF currently isn't, not because of the ISO seal of standards approval.

ConsortiumInfo.org - Now There are Two: Brazil Appeals OOXML Adoption

Microsoft’s grand plan to eliminate phone numbers | All about Microsoft | ZDNet.com

More timely sleuthing from Mary Jo Foley

I’ve been puzzling over transcripts of a couple of recent speeches by Microsoft Chairman Bill Gates where he discussed his vision for the end of phone numbers. But it wasn’t until today, when I learned more about Microsoft’s “Echoes” services platform for telcos that I began piecing together how Gates & Co. thinks Microsoft can do this.

The looser coupling among identities, devices, and service providers is a bigger-picture trend, e.g., with SIP and services such as Google GrandCentral.

Given the global reach and user base of related Windows Live services (for identity, authentication, presence tracking, contact management, rendezvous, etc.), Microsoft is in a very good position to help accelerate the looser-coupling trend.

Microsoft’s grand plan to eliminate phone numbers All about Microsoft ZDNet.com

The Real Fight Over Fake News - Bits - Technology - New York Times Blog

Remember all the dazzling predictions in the mid-1990s, about how the Internet and the broader shift to digital stuff was going to revolutionize commerce, entertainment, socializing, and more?  It's sometimes subtle, and it took a lot longer than many people expected, a dozen or so years ago, but it looks like many of the early projections are now coming to fruition...

It turns out MTV’s main deals with cable operators these days do give it the right to distribute all of its content online, said Mark Jafar, an MTV spokesman. And indeed it has started Webcasting some of its signature programs like “The Hills” and “SpongeBob SquarePants.” Comedy Central, however, was under a different set of contracts until early this year because Viacom only bought the network in 2003.

The Webcasting trend is not pleasing the large cable operators. Indeed, when Glenn Britt, the chief executive of Time Warner Cable, was asked recently how he feels about the cable networks putting more content online, he said “Guess what? We do mind.”

The Real Fight Over Fake News - Bits - Technology - New York Times Blog

FT.com / In depth - Yahoo says Microsoft has ruled out merger

I suspect this means the acquisition negotiation posturing poker game is back in full swing...

Yahoo Inc Chief Executive Jerry Yang said on Wednesday a potential deal with Microsoft has tremendous power, but the software giant appears no longer interested in a full merger.

In his most public comments to date about his thinking on the four-month-old, on-again, off-again Microsoft merger saga, Yang signaled his company remained open to a potential deal, but said Microsoft had ruled out a merger for now.

FT.com / In depth - Yahoo says Microsoft has ruled out merger

State Street: Data stolen from vendor - The Boston Globe

This is a scary pattern...

State Street Corp. said yesterday that a disk drive containing personal details from 5,500 employees and 40,000 customer accounts was stolen from the office of another firm hired for data analysis.

The incident could leave individuals open to identity theft and is the latest example to show how financial companies can be vulnerable to the physical loss of devices storing information, no matter how strong their online safeguards.

State Street: Data stolen from vendor - The Boston Globe

Thursday, May 29, 2008

South Africa protests Microsoft OOXML format

See the full article for more details

South Africa may also have been swayed by arguments from Sun and IBM, said Rob Helm, director of research at the independent group Directions on Microsoft.

The ISO OOXML process was "politically charged," Helm said in an interview. "All the vendors involved lobbied the national bodies heavily."

But, Helm said, conjectures aside, South Africa's complaint raises valid points.

South Africa protests Microsoft OOXML format

InternetNews Realtime IT News - South Africa Appeal Puts OOXML's OK on Hold

The saga continues -- at least for a little while longer

You didn't really believe that the epic process of standardizing Microsoft's Office file formats had ended, did you?

Last week, Martin Kuscus, CEO of the South African Bureau of Standards (SABS), formally appealed the International Organization for Standardization's (ISO) ratification of Microsoft's (NASDAQ: MSFT) Office Open XML (OOXML) as a standard for document interchange.

The appeal puts the format's standards status on hold and possibly in jeopardy.

InternetNews Realtime IT News - South Africa Appeal Puts OOXML's OK on Hold

Google Pushes to Make Browser Applications More Powerful - Bits - Technology - New York Times Blog

Nice bravado, but if this article is accurate, there was zero substantive Google news at the event

Vic Gundotra, Google’s always enthusiastic vice president of engineering in charge of developer programs, said the announcements mark the coming of age of the Web as a programming platform.

“If it was Windows versus the Web, the Web has won,” Mr. Gundotra said in an interview last week.

That’s a claim that plenty of people — the armies of Windows programmers, for example, or Microsoft itself — are likely to find highly debatable. But the Web is getting better for programmers and that means ordinary Internet users can count on getting their hands on more powerful and useful Web-based programs soon.

Google Pushes to Make Browser Applications More Powerful - Bits - Technology - New York Times Blog

Whos Smarter: Bill Gates or Mark Zuckerberg? - Bits - Technology - New York Times Blog

Interesting case study in just-in-time collaboration, despite the goofy headline

When it came time for the end-of-term study period, he [Zuckerberg] was too busy building the prototype of Facebook to bother to do the reading. So in an inspired last-minute save, he built a Web site with all of the important paintings and room for annotation. He then sent an e-mail to the students taking the class offering it up as a community resource.

In a half an hour, the perfect study guide had self-assembled on the Web. Mr. Zuckerberg noted that he passed the course, but he couldn’t remember the grade he received.

Whos Smarter: Bill Gates or Mark Zuckerberg? - Bits - Technology - New York Times Blog

Ozzie: Open source is greatest threat to Microsoft | Tech news blog - CNET News.com

I think the "aren't beholden to shareholders" dimension is key; I'd add "often aren't beholden to customers," as in do-it-yourself support/etc., in many cases.

Ozzie, speaking at Sanford C. Bernstein Strategic Decisions Conference in New York on Wednesday, said that while Google is a "tremendously strong competitor...open source was much more potentially disruptive" to Microsoft's business model.

Ozzie said that since many open-source programmers aren't beholden to shareholders they potentially represent a more formidable force in the market.

ZDNet's Mary Jo Foley has posted a detailed report on Ozzie's talk.

Ozzie: Open source is greatest threat to Microsoft | Tech news blog - CNET News.com

Yahoo BrowserPlus aims for better surfing | Tech news blog - CNET News.com

Go figure...

"BrowserPlus is a technology designed to 'extend the Web,' so that developers can build more exciting Web applications and so end users can get more done inside their Web browsers," Yahoo said on a BrowserPlus frequently-asked-questions page.

Among its abilities: "Different Web sites can use BrowserPlus to support things like drag and drop from the desktop, easier file uploads, more efficient and secure acquisition of feeds and information, and native desktop notifications," Yahoo said.

Yahoo BrowserPlus aims for better surfing | Tech news blog - CNET News.com

Wednesday, May 28, 2008

Google reveals Google App Engine pricing plans | Technology | Reuters

I wonder what percentage of App Engine users will need to go beyond the default...

Developers using Google App Engine, which lets outsiders build Web applications on the same infrastructure that runs Google's own applications, will have a free quota of 500 Megabytes of storage and enough computing power and bandwidth for about 5 million pageviews per month.

Google reveals Google App Engine pricing plans | Technology | Reuters

Al Qaeda Warrior Uses Internet to Rally Women - NYTimes.com

A stark reality check

She calls herself a female holy warrior for Al Qaeda. She insists that she does not disseminate instructions on bomb-making and has no intention of taking up arms herself. Rather, she bullies Muslim men to go and fight and rallies women to join the cause.

“It’s not my role to set off bombs — that’s ridiculous,” she said in a rare interview. “I have a weapon. It’s to write. It’s to speak out. That’s my jihad. You can do many things with words. Writing is also a bomb.”

Al Qaeda Warrior Uses Internet to Rally Women - NYTimes.com

The Guessing Game Has Begun on the Next iPhone - NYTimes.com

The article is mostly about speculation concerning the rumored June 9 iPhone update, and includes the following context-setting:

After almost a year of strong sales that have made it one of the dominant smartphones in the United States, the iPhone has settled down to a less-than-spectacular pace: roughly 600,000 units a month, according to the company.

Apple, based in Cupertino, Calif., had shipped about 5.5 million phones by the end of March, the most recent figures it has released. It sold just 1.7 million phones in the first three months of this year, meaning it must sell more than 8 million phones to reach Mr. Jobs’s publicly stated goal of selling 10 million iPhones in 2008.

The Guessing Game Has Begun on the Next iPhone - NYTimes.com

Microsoft Live@edu Delivers Exchange Labs to Students at No Cost: Momentum grows as thousands of colleges choose hosted communication and collaboration services from Microsoft Live@edu.

Hmm...

Microsoft Corp. is adding no-cost Microsoft Exchange Labs e-mail for students and alumni to its Live@edu online communication and collaboration applications tailored for educational institutions. Live@edu with Exchange Labs gives students and alumni access to a reliable and security-enhanced e-mail experience similar to what they may use in the workplace, while university IT administrators can benefit from additional security features and simplified deployment. By bringing proven technologies to current education systems, Microsoft is helping IT administrators build closely connected infrastructures and create exceptional experiences for students and educators.

[...]

Microsoft Live@edu, which also includes Windows Live Hotmail, Microsoft Office Live Workspace and Windows Live SkyDrive online storage, helps students manage their studies, share information and photos, collaborate with other students and faculty on projects, and stay connected easily with friends and family on campus and after they graduate.

As Microsoft continues to assist universities in better meeting their technology demands in an increasingly Web-connected world, institutions are signing up for Microsoft Live@edu around the world, from Japan to South Africa to Brazil to the United States. Since the launch of Live@edu in March 2005, thousands of universities, colleges and schools in 86 countries have enrolled in the program, and momentum continues to grow as universities discover the numerous benefits of deploying Live@edu.

Microsoft Live@edu Delivers Exchange Labs to Students at No Cost: Momentum grows as thousands of colleges choose hosted communication and collaboration services from Microsoft Live@edu.

Realtors Agree to Stop Blocking Web Listings - NYTimes.com

It took several years, but this will likely produce some innovative apps/services

The Justice Department and the National Association of Realtors reached a major antitrust settlement Tuesday that government officials said should spur competition among brokers and ultimately bring down hefty sales commissions.

The deal frees Internet brokers and other real-estate agents offering heavily discounted commissions to operate on a level playing field with traditional brokers by using the multiple listing services that are the lifeblood of the industry, government officials said.

Realtors Agree to Stop Blocking Web Listings - NYTimes.com

Tuesday, May 27, 2008

FT.com / Companies / Media & internet - Web 2.0 fails to produce cash

Hmm...

The shortage of revenue among social networks, blogs and other “social media” sites that put user-generated content and communications at their core has persisted despite more than four years of experimentation aimed at turning such sites into money-makers. Together with the US economic downturn and a shortage of initial public offerings, the failure has damped the mood in internet start-up circles.

FT.com / Companies / Media & internet - Web 2.0 fails to produce cash

Suit vs. YouTube threatens Net activities of public, Google says - The Boston Globe

Another long-running debate

A $1 billion copyright infringement lawsuit challenging YouTube's ability to keep copyrighted material off its popular video-sharing site threatens how hundreds of millions of people exchange all kinds of information on the Internet, YouTube owner Google Inc. said.

    Google's lawyers made the claim in papers filed in US District Court in Manhattan as the company responded to Viacom Inc.'s latest lawsuit alleging that the Internet has led to "an explosion of copyright infringement" by YouTube and others.

    Suit vs. YouTube threatens Net activities of public, Google says - The Boston Globe

    Monday, May 26, 2008

    Social Networks' Sway May Be Underestimated - washingtonpost.com

    This just in: real-world peer pressure still exists and can have positive or negative consequences, despite the advent of sites such as Facebook (read the full article for details on recent research)

    Facebook, MySpace and other Web sites have unleashed a potent new phenomenon of social networking in cyberspace. But at the same time, a growing body of evidence is suggesting that traditional social networks play a surprisingly powerful and underrecognized role in influencing how people behave.

    Social Networks' Sway May Be Underestimated - washingtonpost.com

    Business & Technology | Software will change the focus of TV, Microsoft exec says | Seattle Times Newspaper

    Hmm -- a timely snapshot

    Microsoft TV hasn't crested the hill yet, but it's getting a boost as TVs become more like computers, content goes digital and broadband ties it all together.Last week the group released a tool kit for its "Mediaroom" TV software platform, and later this year its software will appear in Xbox 360s that British Telecom will offer as set-top boxes.

    Business & Technology | Software will change the focus of TV, Microsoft exec says | Seattle Times Newspaper

    Sunday, May 25, 2008

    Red Herring down but not out | Tech news blog - CNET News.com

    Not dead yet -- but soon, apparently...

    Troubled online news site RedHerring.com was inaccessible Friday for more than an hour.

    In the same week that the publication was booted from its offices in Belmont, Calif., Red Herring's Web site suffered a glitch Friday and didn't go back up until about 1:30 p.m., according to a source, who asked for anonymity.

    Red Herring is on at least one tech pub's "Death Watch" and the site outage might have led some to believe the company had finally packed it in.

    Red Herring down but not out | Tech news blog - CNET News.com

    Saturday, May 24, 2008

    Beyond Blogs (BusinessWeek cover story)

    Somehow I got a jumped-the-shark (i.e., blogs have, at least in terms of the hype:reality index) sense from this article

    So here goes. Three years ago, we wrote a big story—but missed a bigger one. We focused on blogs as a new form of printing press, one that turned Gutenberg's economics on its head, making everyone a potential publisher. This captured our attention, not least because this publishing revolution was already starting to rattle the skyscrapers in our media-heavy, Manhattan neighborhood. But despite the importance of blogs, only a minority of us participates. Chances are, you don't. According to a recent study from Forrester Research (FORR), only a quarter of the U.S. adult online population even bothers to read a blog once a month.

    Beyond Blogs

    BBC NEWS | Technology | Web worlds 'useful' for children

    This just in, on BBC news: BBC-sponsored research finds BBC virtual worlds are "useful" for children

    Virtual worlds can be valuable places where children rehearse what they will do in real life, reveals research.

    They are also a "powerful and engaging" alternative to more passive pursuits such as watching TV, said the BBC-sponsored study.

    The research was done with children using the BBC's Adventure Rock virtual world, aimed at those aged 6-12.

    BBC NEWS | Technology | Web worlds 'useful' for children

    Live Search : Book search winding down

    From the Microsoft blog post announcing the change in plan:

    We have learned a tremendous amount from our experience and believe this decision, while a hard one, can serve as a catalyst for more sustainable strategies. To that end, we intend to provide publishers with digital copies of their scanned books. We are also removing our contractual restrictions placed on the digitized library content and making the scanning equipment available to our digitization partners and libraries to continue digitization programs. We hope that our investments will help increase the discoverability of all the valuable content that resides in the world of books and scholarly publications.

    Live Search : Book search winding down

    Microsoft's Live Search scraps book digitization project | The Social - CNET News.com

    Hmm...

    Microsoft's Live Search Team is ending its book search efforts, according to a blog post Friday. Its Live Search Books and Live Search Academic sites will be discontinued next week, and books and academic publishings will show up in regular search results rather than separate sites.

    "We recognize that this decision comes as disappointing news to our partners, the publishing and academic communities, and Live Search users," read the blog post by Satya Nadella, senior vice president of search, portal, and advertising.

    Microsoft's Live Search scraps book digitization project | The Social - CNET News.com

    Friday, May 23, 2008

    The Library in the New Age - The New York Review of Books

    Excerpt from an insightful essay about, among other things, Google's book digitization strategy:

    When strung out in this manner, the pace of change seems breathtaking: from writing to the codex, 4,300 years; from the codex to movable type, 1,150 years; from movable type to the Internet, 524 years; from the Internet to search engines, nineteen years; from search engines to Google's algorithmic relevance ranking, seven years; and who knows what is just around the corner or coming out the pipeline?

    Closing paragraph:

    Meanwhile, I say: shore up the library. Stock it with printed matter. Reinforce its reading rooms. But don't think of it as a warehouse or a museum. While dispensing books, most research libraries operate as nerve centers for transmitting electronic impulses. They acquire data sets, maintain digital re-positories, provide access to e-journals, and orchestrate information systems that reach deep into laboratories as well as studies. Many of them are sharing their intellectual wealth with the rest of the world by permitting Google to digitize their printed collections. Therefore, I also say: long live Google, but don't count on it living long enough to replace that venerable building with the Corinthian columns. As a citadel of learning and as a platform for adventure on the Internet, the research library still deserves to stand at the center of the campus, preserving the past and accumulating energy for the future.

    The Library in the New Age - The New York Review of Books

    Economics: Which Way for Obama? - The New York Review of Books

    Okay, this is non-techie, but it's still timely and interesting, if you don't consider economics "the dismal science"

    If Obama isn't an old-school Keynesian, what is he? One answer is that he is a behavioralist—the term economists use to describe those who subscribe to the tenets of behavioral economics, an increasingly popular discipline that seeks to marry the insights of psychology to the rigor of economics. Although its intellectual roots go back more than thirty years, to the pioneering work of two Israeli psychologists, Amos Tversky and Daniel Kahneman, behavioral economics took off only about ten years ago, and many of its leading lights, among them David Laibson and Andrei Shleifer, of Harvard; Matt Rabin, of Berkeley; and Colin Camerer, of Caltech, are still in their thirties or forties. One of the reasons this approach has proved so popular is that it appears to provide a center ground between the Friedmanites and the Keynesians, whose intellectual jousting dominated economics for most of the twentieth century.

    Economics: Which Way for Obama? - The New York Review of Books

    Google co-founder pushes TV "white space" plan - Yahoo! News

    Guess who fiercely opposes this scenario (see the full article for details)

    The group also includes Microsoft Corp, Dell Inc, Intel Corp, Hewlett-Packard Co and the north American unit of Philips Electronics.

    The idea is fiercely opposed

    The white-space airwaves could become available in February 2009, when TV broadcasters switch from analog to more efficient digital signals.

    Proponents of the mew class of Wi-Fi devices say the airwaves could eventually offer data transmission speeds of billions of bits per second -- far faster than the millions of bits per second available on most current broadband networks. Consumers could watch movies on wireless devices and do other things that are currently difficult on slower networks.

    Google co-founder pushes TV "white space" plan - Yahoo! News

    SQL Server Data Services (SSDS) Primer

    SSDS is now in a broader beta

    This primer provides an overview of the SQL Server Data Services (SSDS, codename "Sitka"). It describes the SSDS data model and provides examples of using the data service.

    SQL Server Data Services (SSDS) Primer

    Microsoft CEO says Yahoo buy was never strategic | Technology | Reuters

    I'm wondering if something got lost in translation with this story

    Microsoft (MSFT.O: Quote, Profile, Research) CEO Steve Ballmer said on Friday the acquisition of Yahoo (YHOO.O: Quote, Profile, Research) was never viewed as strategic and added the company had $50 billion to spend on other acquisitions.

    "Yahoo was never the strategy we were pursuing," he told a technology conference in Moscow.

    Microsoft CEO says Yahoo buy was never strategic | Technology | Reuters

    Thursday, May 22, 2008

    Data Management Strategies: DMS 2008 theme #1: DBMS redux, part 1: the end of the one-size-fits-all era?

    Okay, I promise I won't plug the DMS blog on a daily basis, but FYI my Burton Group Data Management Strategies (DMS) colleagues and I are now regularly blogging on data-stuff there

    Is it the end of the road for RDBMSs as we've known them for the last ~25 years?  Time to sell your SQL books on eBay, before they become worthless?  To sign up for a distance-learning XML management course, in order to invest in your future career potential?  Perhaps some of the "legacy" database models, such as hierarchical and object-oriented DBMSs, will finally start to gain (regain, for hierarchical) meaningful market momentum, with the market shift to XML for content and data?  Is Oracle CEO Larry Ellison at risk of being bumped off the short list of the richest people on the planet (he's already down to #14 on this year's Forbes "The World's Billionaires" list...)?

    Data Management Strategies: DMS 2008 theme #1: DBMS redux, part 1: the end of the one-size-fits-all era?

    EU says to study Microsoft's open-source step | Technology | Reuters

    I suspect this was somewhere on Microsoft's priority list as well :)...

    "... the Commission will investigate whether the announced support of ODF (Open Document Format) in Office leads to better interoperability and allows consumers to process and exchange their documents with the software product of their choice," it said in a statement.

    EU says to study Microsoft's open-source step | Technology | Reuters

    ODF Wins the Office Document Format War? - Yahoo! News

    This sort of spin was inevitable, but it's very far off-track, imho.  For example, it's impossible for Microsoft to support ISO OOXML until the standard specification has been published, and that's still in the future -- perhaps a year into the future -- so no smoking gun there...  And, in the meantime, lots of enterprises and independent software vendors are already exploiting the (ISO OOXML precursor) ECMA OOXML standard that's supported in Office 2007 today.

    As for Microsoft supporting ODF in Office 2007 SP2, it's a pragmatic and, imho, politically astute move (as is Microsoft joining the OASIS ODF TC), but it hardly implies Microsoft favors ODF or is hedging on OOXML, and of course the PDF support was already there, albeit a mouse-click and download away (as is ODF support, albeit also a download away, and not officially supported by Microsoft today, and not as seamlessly integrated as it will be in Office 2007 SP2).

    Good news for those of you who have been following the XML office document standards battle. Microsoft today announced that Office 2007 will support ODF (Open Document Format), the document standard used by OpenOffice.org and other open source productivity suites, with the release of Microsoft Office 2007 Service Pack 2, due sometime in early 2009.

    Even more surprising, however, was the corollary to the announcement. While the Office programmer bees are busy buzzing away at ODF, OOXML (Office Open XML) is being put on the back burner. Don't expect Office to support a fully ISO-compliant version of OOXML until the next major release of the suite, currently codenamed Office 14, release date unknown.

    The final part of the article:

    Any way you slice it, this is a big step toward shaking off Microsoft's dominance of the office software market and ensuring that we can all preserve our files for years to come.

    Yes on the latter; not likely, on the former.

    ODF Wins the Office Document Format War? - Yahoo! News

    Bulldogs are shy but determined

    Microsoft prepares to enter the MDM space (via Barry Briggs)

    It is nearly a year now since Microsoft acquired Stratature, so it seems timely to reflect on what Microsoft is planning for its entry into the master data management (MDM) market. Microsoft's MDM product, code-named "Bulldog", is based on the Stratature technology, but is much more ambitious. The Stratature technology (the catchily named +EDM) was an inherently multi-domain MDM hub which was mainly aimed at the "analytic" MDM market, which is populated by the likes of Kalido and Hyperion DRM from Oracle.

    Bulldogs are shy but determined

    More Interop for Microsoft Office (ODF, PDF, PDF/A, XPS) : Oliver Bell’s weblog

    A handy summary

    There is a lot more to this than just support for ODF in the Microsoft Office product, although obviously the native support for ODF is a focus for many of the words that have been written overnight.

    The company also announced plans to offer greater support for a number of alternative document formats - including Open Document Format (ODF) v1.1, Adobe Portable Document Format (PDF) 1.5, PDF/A and XML Paper Specification (XPS) - within Word 2007, Excel 2007 and PowerPoint 2007. 

    In addition, Microsoft will support the future maintenance and evolution of these format standards by participating on the standards committees charged with these activities. This means that Microsoft folks will join the OASIS ODF TC and participate alongside IBM, Sun, Novell and everybody else present.

    Finally ODF will be added to the list of specifications that are covered by the Open Specification Promise, ensuring that every developer has access to any intellectual property that Microsoft might put forwards during these maintenance processes.

    More Interop for Microsoft Office (ODF, PDF, PDF/A, XPS) : Oliver Bell’s weblog

    Microsoft Offers Rebates to Shoppers Using Its Search - New York Times

    I'm surprised there hasn't been more press coverage of this aspect:

    As part of the program, Microsoft is also unveiling a new business model that allows search marketers to pay for ads only when people buy a product, rather than when they simply click on an ad.

    Microsoft said this so-called cost-per-action model would give advertisers more precise returns on their marketing budgets. Google already offers a program that allows advertisers to tailor their bids on keywords based on the number of actions, or conversions, they get.

    Microsoft also said that it had integrated Farecast, a travel Web site that Microsoft acquired in April, into Live Search cashback. The Live Search cashback service was built on technology developed by Jellyfish, a start-up that Microsoft acquired in 2007.

     

    Microsoft Offers Rebates to Shoppers Using Its Search - New York Times

    Google Says It Will Defend Competitive Rationale of a Yahoo Deal - New York Times

    A timely reality check -- see the full article for details

    The printer industry, they [People involved in shaping Google’s approach] say, is a perfect example. Canon supplies printer engines to about 80 percent of the laser printer market, including its rival Hewlett-Packard. They point to many others, including Whirlpool’s making appliances for Sears, AT&T’s licensing its mobile network to Virgin Atlantic and other small carriers, Toyota’s selling hybrid engines to General Motors and Microsoft’s tailoring its Office software for Apple computers.

    But some antitrust experts say the planned partnership does raise concerns. Whether this pact is completed or not, they add, it points to the kind of antitrust issues that will increasingly surround Google as a dominant company in the Internet economy, which can quickly magnify the market power of corporate winners.

    Google Says It Will Defend Competitive Rationale of a Yahoo Deal - New York Times

    Wednesday, May 21, 2008

    Microsoft Expands List of Formats Supported in Microsoft Office: Move enhances customer choice and interoperability with Microsoft’s flagship productivity suite.

    No doubt this will provide lots of conspiracy theory fodder for anti-Microsoft types worldwide, but imho this is another example of how Microsoft is doing some surprisingly pragmatic and customer-focused things these days.  Read the full press release and think about the implications.

    Microsoft Corp. is offering customers greater choice and more flexibility among document formats, as well as creating additional opportunities for developer and competitors, by expanding the range of document formats supported in its flagship Office productivity suite.

    The 2007 Microsoft Office system already provides support for 20 different document formats within Microsoft Office Word, Office Excel and Office PowerPoint. With the release of Microsoft Office 2007 Service Pack 2 (SP2) scheduled for the first half of 2009, the list will grow to include support for XML Paper Specification (XPS), Portable Document Format (PDF) 1.5, PDF/A and Open Document Format (ODF) v1.1.

    Microsoft Expands List of Formats Supported in Microsoft Office: Move enhances customer choice and interoperability with Microsoft’s flagship productivity suite.

    BBC NEWS | Technology | '$100 laptop' unveils new design

    A $75 dual-screen Windows-based (maybe the Windows option would raise the price to, say, $100 :)...) ebook reader/tablet/laptop?  

    "This laptop comes from a different point of view." he said.

    The new version loses the green rubbery keyboard, sporting instead a single square display hinged at its centre.

    This allows the device to be split into two touch screens that can either mimic a laptop with keyboard or the pages of a book.

    "Over the last couple of years we've learned the book experience is key," he said.

    The idea is for several children to use the device at once, combining the functions of a laptop, electronic book and electronic board.

    the new xo-s laptop

    That would be pretty cool.  But in the meantime, who is going to pay ~$200 for one of these?

    XO laptop running windows

     

    BBC NEWS | Technology | '$100 laptop' unveils new design

    Tracking Hate 2.0 on the Web - Bits - Technology - New York Times Blog

    An anti-social networking reality check; see the full post for more details

    The Internet is seeing a stark rise in the number of hate and terror sites and Web postings, according to a Congressional briefing last week entitled “Hate in the Information Age.”

    At the briefing, Rabbi Abraham Cooper, an associate dean at the Simon Wiesenthal Center, a Jewish human rights group based in Los Angeles, presented the organization’s annual study of online terror and hate. He said the group had identified some 8,000 problematic sites in the last 12 months, a 30 percent spike over last year.

    Tracking Hate 2.0 on the Web - Bits - Technology - New York Times Blog

    Business & Technology | Instead of Yahoo, Microsoft spotlights aQuantive | Seattle Times Newspaper

    Not a (Yahoo!) all-or-nothing scenario for Microsoft, in terms of Internet advertising...

    The aQuantive combination has gone well thus far, executives and analysts said. But there's more work to be done, particularly in uniting the advertising platforms that underpin the company's play in the $22 billion online advertising industry.

    And compared with the daunting task of swallowing Yahoo, with its dramatically larger size, hostile management, incompatible back-end technology and different corporate culture, aQuantive is a relative snack.

    A snapshot of the reason Google, Microsoft, and others are so intently focused on this domain:

    Image

    Business & Technology | Instead of Yahoo, Microsoft spotlights aQuantive | Seattle Times Newspaper

    Microsoft looks to buy way into search (again) | Beyond Binary - A blog by Ina Fried - CNET News.com

    Interesting times...

    The software maker plans on Wednesday to launch a cash back program to those who buy things after using its search.

    Microsoft has details of the program up on its Web site, including a list of frequently asked questions.

    "We want to earn your loyalty and reward it with cashback savings for your everyday online shopping," Microsoft said. "We are 'The Search That Pays You Back!' "

    Microsoft looks to buy way into search (again) | Beyond Binary - A blog by Ina Fried - CNET News.com

    Technology Review: $100 Laptop Gets Redesigned

    More details on the ($100 - $25) laptop. I sense strong potential for the Osborne effect here -- who is going to buy $200 "$100" laptops when much-improved $75 versions will be available in 2010?

    With its hinged dual display, the new version could be used as a book, as a laptop with a touch-screen keypad, or as one continuous display when folded flat. "The display is going to get better and better, and it's key to the next generation," Nicholas Negroponte, founder of OLPC, said yesterday at a launch event at the MIT Media Lab.

    Technology Review: $100 Laptop Gets Redesigned

    Icahn Gains New Support in Yahoo Push - WSJ.com

    More unhappy news for Yahoo's exec mgmt...

    Mr. Pickens in an interview on CNBC Tuesday said he had bought 10 million shares of Yahoo, or a roughly 0.75% stake, after Mr. Icahn launched his proxy effort. "I'll jump in with Carl. He goes in first, I jump in behind him," Mr. Pickens said during the interview. A spokesman for Mr. Pickens declined to comment further. Mr. Icahn couldn't be reached for comment.

    Mr. Icahn last week disclosed he had bought 10 million Yahoo shares and acquired options to purchase 49 million more, which together would represent a roughly 4.3% stake in the company. Other Icahn supporters include hedge-fund investor John Paulson, whose Paulson & Co. firm, held 50 million Yahoo shares, or a 3.7% stake, as of the first quarter. Mr. Paulson in a statement last week said he intended to vote for Mr. Icahn's nominees but hoped Microsoft would reach an agreement to buy Yahoo before then.

    Icahn Gains New Support in Yahoo Push - WSJ.com

    EMC CEO reaffirms vow not to sell stake in VMware - The Boston Globe

    I'm still not understanding the math in this context -- .86 * (VMW mkt cap) =  ~$22.5B, while the mkt cap of EMC = $35.7B

    EMC Corp. will keep its 86 percent stake in software maker VMware Inc., chief executive Joseph Tucci said, quashing speculation that the company will unload more of its shares. "Honestly, from the board, there is no interest in spinning off VMware," Tucci said, reiterating a pledge made last month. Hopkinton-based EMC posted its biggest weekly gain in three years last week in New York trading on predictions the company would spin off the remainder of the business. (Bloomberg)

    EMC CEO reaffirms vow not to sell stake in VMware - The Boston Globe

    One Laptop plans to ditch the keyboard - The Boston Globe

    Target price: $75

    Nicholas Negroponte, founder of the One Laptop Per Child Foundation, revealed plans for the new computer at the Massachusetts Institute of Technology Media Lab yesterday. Due for release in 2010, the new machine will be smaller and lighter than the foundation's current XO laptop, which went on sale last year.

    But the new device will feature two video display screens, one of them replacing the keyboard found in other laptops. The screens will be touch-sensitive, and can be configured to act as a traditional keyboard. But the screens can also serve as a single large viewing area.

    One Laptop plans to ditch the keyboard - The Boston Globe

    Tuesday, May 20, 2008

    Micahpedia : Micah Dubinko | Blog Archive | Mark Logic

    Another XML guru -- Micah Dubinko -- joins Mark Logic, from Yahoo! Research, in this case (via xml.com)

    You probably noticed the byline on my recent Yahoo! developer network posting. It, and a few more posts still in the pipe, list me as a “SearchMonkey Team Alumnus”. So yeah, it’s official, I’ve hung up my exclamation point and moved on to something else.

    Specifically, Mark Logic, where a group of impressively talented people reside, recently including Norm Walsh. My first day there is tomorrow, so I don’t fully know what I’ll be working on, though it does involve the core server, and taking it from it current state of awesome raw bare-metal power into something more akin to a application development platform.

    Micahpedia : Micah Dubinko | Blog Archive | Mark Logic

    Windows 7: The information lockdown continues | All about Microsoft | ZDNet.com

    This is just my speculation -- I have no info from Microsoft on this scenario -- but I'm expecting Windows 7 and Office 14 will be the main themes at PDC 2008.

    When is Microsoft finally going to start sharing information on Windows 7?

    After all, if the Redmondians stick to their own oft-quoted ship target of 2010 for the operating system, that is just two years away. For developers two years isn’t a whole lot of time when trying to make decisions about whether or not to build a new product that will be designed specifically to take advantage of new features and functionality in a new Windows release. And for IT managers struggling with deployment plans (as in deploy Vista now or wait two more years for Windows 7), that window on the next version of Windows isn’t overly wide, either.

    Windows 7: The information lockdown continues | All about Microsoft | ZDNet.com

    XML Aficionado: Creating Open XML (OOXML) Spreadsheet Documents

    An example of OOXML generation from Altova -- see the full post for screen shots etc.

    As Office Open XML (OOXML) gains more wide-spread adoption and popularity - and since it is now an ISO standard - developers will be interested in how easy it is to create Open XML documents directly in their applications, e.g. spreadsheet documents that are compatible with Excel 2007. Most approaches require quite a bit of hand-coding and worrying about the actual OpenXML specifications, but what I want to show you today on the XML Aficionado blog is a way to use MapForce to auto-generate all the source-code (for example in C#) that will produce the desired .xlsx document so that you can integrate it into your applications (and use it royalty-free within your organization).

    XML Aficionado: Creating Open XML (OOXML) Spreadsheet Documents

    A Gamble, but What if He Wins? - New York Times

    One take-away from this article: it's now likely up to Google or Microsoft, winner takes all (of Yahoo), and of course there's a very low probability, given Google's already dominant search market share, that it would be allowed to acquire Yahoo.  Press F9, and the answer is... a very risky scenario for Carl Icahn, if Microsoft opts to not put an offer back on the table.

    Whatever the case, his role in Yahoo is not just like any other shareholder. He’s gambling that Microsoft will inevitably come back to buy Yahoo — and if it doesn’t, that he will be able to use his special brand of influence to make it.

    Understanding Mr. Icahn’s thinking is not that complicated: “I’m a pragmatic guy,” he told me during our dinner, about the way he invests. “I believe in rationality,” he added. Unlike Warren Buffett, he’s not looking to make 10-year bets. He’s looking for a catalyst — something that will move the stock price. And he doesn’t care about understanding the intricacies of the business. His great talent is for smelling blood in the water first. “I used to be a poker player,” he said. “I play the odds.”

    A Gamble, but What if He Wins? - New York Times

    Google execs stew over Microsoft response | Tech news blog - CNET News.com

    Interesting times...

    Google's top executives have said they'd like to offer Yahoo a helping hand in their travails to fend off Microsoft, then activist shareholder Carl Icahn, and now Microsoft again. And Brin went one step further, saying he'd give Yahoo CEO Jerry Yang refuge within Google if he's ousted from the Internet pioneer, according to press accounts.

    "Jerry is very talented, and if he wants to work at Google, we'd be very excited to have him, but I don't think that's going to happen," Brin said, according to the BBC

    Google execs stew over Microsoft response | Tech news blog - CNET News.com

    Details of Microsoft Offer to Yahoo - New York Times

    Reading between the lines, I think it's possible that any price Google might pay for a similar deal with Yahoo just went up -- way up...  If the unofficial accounts quoted below are accurate, I also can't imagine why Yahoo would opt to disassemble itself.

    Under its latest proposal to Yahoo, Microsoft would buy its search business and take a stake in the company, people briefed on the negotiations said Monday.

    As part of a complicated deal, Yahoo would spin off its Asian assets, which include a stake in the Alibaba Group, a Chinese Internet company, these people added.

    The proposal, which is subject to change, is an effort by Microsoft to scuttle a search-related advertising deal between Yahoo and Google, and could expand into a full-scale takeover.

    I remember an exchange between Bill Gates and Jim Manzi, back in the early 1990s, when the PC software business was still relatively young, and the productivity application suite market was taking off (e.g., Microsoft Office versus Lotus SmartSuite). Bill Gates commented, when asked about a price war phase in the suite competition, "It's not a good idea to get into price competition with someone who has more money than you do." 

    Very different market dynamics today, of course, but Yahoo is in the fray between the two players with the biggest bank accounts...

    Details of Microsoft Offer to Yahoo - New York Times

    Netflix to Sell a Device for Instantly Watching Movies on TV Sets - New York Times

    Cool, but I'd prefer to use my Xbox 360 in this context

    Working with a small Silicon Valley company, Netflix will begin marketing a $99 device on Tuesday that will allow customers to play thousands of movies and shows on their televisions instantly, for no charge beyond their normal subscription fee.

    The size of a paperback book, the set-top box is made by Roku, a Saratoga, Calif., start-up known for its Internet music players. Netflix, based in nearby Los Gatos, owns a small stake in the company.

    Netflix to Sell a Device for Instantly Watching Movies on TV Sets - New York Times

    Google Offers Personal Health Records on the Web - New York Times

    Hmm...

    After a year and half of development, Google began offering online personal health records to the public on Monday.

    The Internet search giant’s service, Google Health, at google.com/health, is the latest entrant in the growing field of companies offering personal health records on the Web. Their ranks range from longtime online health services like WebMD to the software powerhouse Microsoft to start-ups like Revolution Health.

    Google Offers Personal Health Records on the Web - New York Times

    Technology Review: Alarming Open-Source Security Holes

    Yikes -- see the full article for more context

    In plainer language: after a week of analysis, we now know that two changed lines of code have created profound security vulnerabilities in at least four different open-source operating systems, 25 different application programs, and millions of individual computer systems on the Internet. And even though the vulnerability was discovered on May 13 and a patch has been distributed, installing the patch doesn't repair the damage to the compromised systems. What's even more alarming is that some computers may be compromised even though they aren't running the suspect code.

    Technology Review: Alarming Open-Source Security Holes

    Monday, May 19, 2008

    Microsoft on Yahoo: Internal Memo From Kevin Johnson | Kara Swisher | BoomTown | AllThingsD

    14 minutes from internal Microsoft distribution to WSJ blog publication; I doubt that was unintentional...

    Just prior to Microsoft’s annual advertising conference advance08, Kevin Johnson, president of the company’s Platforms & Services division, sent the following strategy update to PSD employees:

    Microsoft on Yahoo: Internal Memo From Kevin Johnson | Kara Swisher | BoomTown | AllThingsD

    Business & Technology | Wetpaint poised to make splash | Seattle Times Newspaper

    A major milestone for Webpaint; see the full article for more details

    Today it's releasing Wetpaint Injected, a slick new technology for adding interactivity and secret Google juice to Web sites.

    Buzz has grown since details surfaced in March, and last week DAG Ventures and an unnamed person added $25 million to Wetpaint's $15 million in funding.

    The technology was code-named "Balco," a reference to baseball's steroids scandal, because it's a performance-enhancing substance that can be injected into Web sites.

    Business & Technology | Wetpaint poised to make splash | Seattle Times Newspaper

    Web Game With a Message Debunks H.I.V. Myths - New York Times

    Sign of the times -- and a very smart application of Internet technology

    Hot or Not, a Web site where people submit photographs of themselves so that strangers can rate how attractive they are on a scale of 1 to 10, has spawned many imitators (plus a fair number of critics who view it as a sign of the end of civilization as we know it).

    One new spinoff, Pos or Not, has a serious purpose (tasteful or not). The site, www.posornot.com, introduced in late April, is an H.I.V. education effort disguised as a game. It shows photographs and brief biographies of men and women ages 21 to 30, and asks visitors to decide whether each is H.I.V. positive or negative. The message is that you can’t judge someone’s virus status by looks, occupation or taste in music.

    Web Game With a Message Debunks H.I.V. Myths - New York Times

    Kevin Johnson's letter on Microsoft's updated online strategy | Tech news blog - CNET News.com

    A Microsoft strategy snapshot -- see the full article for the rest of Kevin Johnson's letter, including actions 4 - 8.

    advance08 will underscore our commitment to search and online advertising, and you'll continue to see announcements demonstrating our progress in this space. Earlier this week, I spoke to leaders across our online services business about our core strategy, the importance of acceleration and a set of actions we are taking, including:

    1. Innovate and disrupt in search - We will disclose some elements of our plans with this week's release of search and sharpen our focus on user experience and business model innovation. The work we have done over the last 4 years on search has established a solid foundation to build upon.
    2. Win targeted distribution - With this release of search, we are now ready to throttle up broader distribution initiatives.
    3. Reinvent portal and deliver new experiences across PC, phone and web - We are building our new releases of Windows 7, Windows Live wave 3, Windows Mobile 7, Internet Explorer 8, Search and MSN with an eye towards optimizing and unifying experiences and scenarios.

    (Microsoft must be a bit annoyed, if this wasn't an intentional leak; it apparently took 68 minutes for the full text of the letter to appear on news.com after internal Microsoft distribution.)

    Kevin Johnson's letter on Microsoft's updated online strategy | Tech news blog - CNET News.com

    Sunday, May 18, 2008

    Microsoft Issues Statement Regarding Yahoo!: Microsoft announced that it is continuing to explore and pursue its alternatives to improve and expand its online services and advertising business.

    The saga continues...

    “In light of developments since the withdrawal of the Microsoft proposal to acquire Yahoo! Inc., Microsoft announced that it is continuing to explore and pursue its alternatives to improve and expand its online services and advertising business.  Microsoft is considering and has raised with Yahoo! an alternative that would involve a transaction with Yahoo! but not an acquisition of all of Yahoo!  Microsoft is not proposing to make a new bid to acquire all of Yahoo! at this time, but reserves the right to reconsider that alternative depending on future developments and discussions that may take place with Yahoo! or discussions with shareholders of Yahoo! or Microsoft or with other third parties. 

    Microsoft Issues Statement Regarding Yahoo!: Microsoft announced that it is continuing to explore and pursue its alternatives to improve and expand its online services and advertising business.

    Work update: I'm now Research Director of Burton Group's new Data Management Strategies service

    Burton Group has introduced a new research offering, its Data Management Strategies (DMS) service. As with the other Burton Group services, DMS is focused primarily on enterprise information technology domains (commercial, government, and higher education), and includes a mix of published research content and customer interaction in the forms of telebriefings (web conference presentations with Q&A) and dialogues (on-demand discussions with analysts). You can find more details about the new DMS service on this page.

    I'm the Research Director for the DMS service, and I've been focused on bootstrapping the DMS team for the last few months. I'm psyched about the DMS team and the opportunity to focus full-time on data-related topics, as I've been something of a data zealot for most of the last 25 years. While many people are familiar with my collaboration-related experience, e.g., running Notes product management at Lotus Development Corp. and working in product management and competitive strategy at Groove Networks, my inner data-geek goes back to 1982, when I started in my first database application developer/programmer job. After a couple years of working on minicomputer DBMS applications, I went to graduate school at the University of Minnesota, where I learned a lot more about DBMS topics and was also introduced to conceptual data modeling, in a class with John Carlis (co-author of what I still consider to be the best data modeling book, Mastering Data Modeling: A User-Driven Approach; the book's other co-author, Joe Maguire, is a member of the new DMS team).

    After graduate school, I had the privilege of working in database-related applications and data architecture for Procter & Gamble. To give you an idea of how different the DBMS landscape was at that time (mid-1986), one of my first tasks at P&G was to establish SQL as a global P&G standard, something that was, at the time, quite controversial (in part because P&G had, a year earlier, made a global commitment to IDMS, a pre-relational DBMS). I also had the opportunity to work with Metaphor Data Interpretation System applications at P&G -- then very leading-edge stuff, with workstations and database machine-based servers that made the PC client/server systems at that time (and some of today's leading database products as well...) seem primitive in comparison.

    My Metaphor and other database-related experience at P&G turned out to be very relevant for Lotus Development Corp. in mid-1988 -- Lotus was then working on a set of database tools, code-named "Baseline," and I made the jump from the enterprise IT database domain to the weird and wonderful world of software product development. The late 1980s and early 1990s were a very dynamic time in the PC database business, and some of the brightest database people I've had the privilege to work with were on the Baseline team, but the product never shipped (a long story -- partly due to a focus on OS/2, partly a fateful decision to base a desktop database tool on the 1-2-3/G n-dimensional spreadsheet engine...).

    I eventually concluded the world of software product management and marketing was a little too out-there for my career, and switched back to enterprise IT mode; in 1990 - 1991, I led an IT team at Lotus that rolled out the then-fledgling PeopleSoft system, running on a very expensive (and now positively quaint) Compaq server running Microsoft SQL Server on OS/2.

    I next embarked upon what became an approximately 15-year career detour into collaboration software, joining the Lotus Notes team in 1992 (with an initial focus on Notes/DBMS integration) and focusing mostly on Notes-related activities until I left (what had by then become IBM Lotus) for Groove Networks about a decade ago. I made another career change in 2000, in my first stint as an industry analyst -- I covered early .NET topics and the then-new web services domain for the Patricia Seybold Group, before jumping back into the software product side of the business as VP Strategy for Macromedia.

    I continued to apply data modeling throughout these job experiences, e.g., building a conceptual data model of Notes with the product's lead designer in the Notes 3.x/4.x period, and using data models to analyze products ranging from web app servers to productivity apps (e.g., creating a conceptual data model of Microsoft's smart tag technology, in 2001). I also continued to occasionally build databases and apps along the way, ranging from some non-profit volunteer work using dBASE in the mid-80s to freelance database design for a sports-oriented web site start-up in the late 90s.

    I've been at Burton Group for ~4.5 years now, starting in Burton Group's Application Platform Strategies (APS) service in 2003 and later working as the founding Research Director for Burton Group's Collaboration and Content Strategies (CCS) service. I wrote a couple database-related APS reports, snuck a few conceptual data model diagrams into my CCS reports, and closely tracked the rapidly-evolving market dynamics at the intersection of XML and data-stuff.

    Since early 2008, I've been stealthily building the new DMS service. I started by recruiting some of the brightest data folks I've met over the last 20 years, and then collaborated with the new DMS team to formulate a research agenda and start writing research documents. We launched the DMS service today, and published our first few DMS research docs; you can grab a complimentary copy of one of the documents (on conceptual data modeling, written by Joe Maguire) on this page, to get a sense of the DMS focus and style.

    Okay, that turned out to be a bit more of an autobiographical soliloquy than I intended; I mostly wanted to tell readers of this blog about my new job focus, and to introduce another blog, the Data Management Strategies service blog, where the DMS team will be sharing impressions of assorted data-related products, technologies, and issues -- along with occasional conceptual data model diagrams :)...

    HisSpace

    A couple timely articles in The Atlantic -- one asking "How would Obama’s success in online campaigning translate into governing?"; lead paragraph:

    America’s politics have regularly been transformed by sudden changes in the way we communicate. And revolutions in communications technology have always bestowed great gifts on those politicians savvy enough to grasp their full potential. It is still unclear how far Barack Obama’s talent for online campaigning will take him. But it’s worth noting that some of the best-known presidents in U.S. history have stood at the vanguard of past communications revolutions—and that a few have used those revolutions not only to mobilize voters and reach the White House but also to consolidate power and change the direction of politics once they got there.

    The second article "The Amazing Money Machine", is about "How Silicon Valley made Barack Obama this year’s hottest start-up"

    HisSpace

    Japan's arcade industry slumps as Wii takes off | Technology | Reuters

    Read the full story for more details

    Japanese superhero Ultraman vanquishes an evil enemy during a live performance at a Tokyo games arcade. But Ultraman's real battle is proving much harder -- enticing customers back to the nation's arcades.

    Japan's $6.9 billion arcade industry has been whacked hard by new advances in gaming, particularly Nintendo Co Ltd's wildly popular Wii, the latest big craze to compete for the time and pocket money of Japanese kids.

    Japan's arcade industry slumps as Wii takes off | Technology | Reuters

    The Computer Industry Comes With Built-In Term Limits - New York Times

    A NYT reality check -- without much to support the assertions below

    Similarly, two successive Microsoft chief executives have long tried, and failed, to refute what we might call the Single-Era Conjecture, the invisible law that makes it impossible for a company in the computer business to enjoy pre-eminence that spans two technological eras. Good luck to Steven A. Ballmer, the company’s chief executive since 2000, as he tries to sustain in the Internet era what his company had attained in the personal computing era.

    Empirical evidence, however, suggests that he won’t succeed. Not because of personal failings, but because Mother Nature simply won’t permit it.

    The Computer Industry Comes With Built-In Term Limits - New York Times