Alex Filonov

Will Virtualization Undermine Network Equipment Vendors?

Why wait 2 days for IP address when you can change DNS entry in less then an hour with full propagation?

How to Fix Microsoft for $5 Billion

Ain't gonna work. Mr Softee will chew and spit any acquisition. Microsoft needs to exit Web and do what it does the best: use monopoly position in OS, while it lasts, to leverage other products, like SQL Server and Office.

Why I Remain Short Amazon

You put yourself in a hole and continue digging? You can try to cover your position hoping for the gap filling, but that's about all. AMZN yet might get hurt by slowed consumer spending, but it takes business from brick and mortar retailers, and its model is more efficient.

Microsoft Has Options With or Without Yahoo

Sorry, misprint (yet again...). MS is losing a billion a quarter on the 'net.

Microsoft Has Options With or Without Yahoo

Microsoft doesn't have Internet business model. Never had. Come on, company is losing close to a billion a year on the 'net! No acquisitions can change this.
Sell.

Internet Companies Can't Manage - So They Must Be Taken Over

The "grown-ups" tried to take over internet companies during 'net boom and failed miserably. You can't compare Yahoo! to GM. You can't even compare it to media companies: Semel tried to manage it as such and everyone can see the results. It's completely different business model, which is not settled yet. There are no "grown-ups" who understands it.

Will MSFT and Big Media Become Big Internet Plays?

Microsoft as a Web Giant? Come on, company already lost billions on the Net. Now it's losing money at rate of 1 billion a year. They never knew how to make money on the Web, they will never make any. Without making money, any strategy is laughable.
As for media companies, they probably can't make it. Two problems:
1. They don't know a thing about Web.
2. Any Web offerings compete with main source of income.