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Dana Blankenhorn

 
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  • The Google, Motorola Deal as Rat Poison [View article]
    I was responding to the post above mine, and noting that I have seen that kind of active distrust, even cynicism as to motives, from others.

    The idea that Google owns Washington (they don't), the idea that somehow Google's desire for profit is obscene (while others' isn't) the implication that they are thieves (completely unproven) smacks of an active dislike toward the company which, while I've found it before, I've always found curious.

    Google's ethics are, on the whole, pretty good. They built what they felt was an open source phone with open source parts, and their view is they were suddenly hit with trolls and claims that no one else should be allowed to create a smart phone, even with open source, without paying royalties.

    Having covered open source for six years at ZDNet, I have some sympathy for that, and some knowledge of the background.

    I suppose it's because their unofficial motto is "don't be evil" that some insist on seeing evil intent in everything they do. But I've seen a lot of companies, and I'd stack Google's ethics, overall, against any other firm's.
    Aug 17 03:01 PM | Likes Like |Link to Comment
  • How the NYT Paywall Is Working [View article]
    Business of Journalism 101. The content and printing are paid for by the advertising. The only thing paid for by the subscriber is the cost of getting it to them.

    I suspect the Times is claiming great success here without evidence.
    Aug 17 11:53 AM | Likes Like |Link to Comment
  • Could Android Take Google Down? [View article]
    Apple is no more a hardware company these days than Google is.

    They don't make hardware. Foxconn does. Apple designs hardware, which mostly means they do software and specifications.

    Android is software and a specification. So there really isn't as much difference as you think between what the two do. Page is copying Jobs' strategy, and maybe you think no one can but I don't think that's true.

    Microsoft failed because Microsoft's software sucked. Google's software does not suck. Now it will try to monetize this advantage. (Which answers your other question -- why are they doing this.)
    Aug 17 11:52 AM | Likes Like |Link to Comment
  • Todd Harrison's quick take on the proposed transactions tax from Merkozy this afternoon: "This will quell HFT and impact the banks" banking coin from these strategies. Longer term, eliminating 70% of the daily volume risks creating a "zombie market" where shares trade by appointment.  [View news story]
    Thank you, Secretary Mellon. Your solution worked so well 80 years ago, I'm sure it's going to do even better now.
    Aug 17 08:06 AM | Likes Like |Link to Comment
  • Could Android Take Google Down? [View article]
    Y'all may be right, but if that's the case why the huge break-up fee? And why be so confident in the value of Motorola's patents given the fact they've been getting hammered in court, despite having those patents?

    Apple used its enormous cash advantage to gain control of its supply chain on iPhone, enabling it to deliver the best possible experience at the lowest possible cost. Why wouldn't Google at least try to do the same, given the success of the operating system? If it's a question of expertise, they can hire it.
    Aug 17 08:05 AM | Likes Like |Link to Comment
  • The Google, Motorola Deal as Rat Poison [View article]
    Interesting to find out where all this Google hate comes from. Not just yours, but others.

    Some of it, I know, is pure Astroturf, drummed up by people like Scott Cleland of the Precursor Blog. But some is doubtless organic, and I'd like to understand its source.
    Aug 17 08:02 AM | Likes Like |Link to Comment
  • Google is All-In with Motorola Purchase [View instapost]
    I think it will take time for Motorola to be accretive. Figure a year or two. The low multiple on Microsoft is due to the fact that it hasn't grown appreciably in earnings, that it's a "one-trick pony" (operating systems) whose other operations have been cash drains.

    Eventually all stocks fall to Earth, in terms of multiple. Larry Page is trying to do all he can to delay that. Depends on whether you think he can execute.

    Many think he can't.
    Aug 17 08:00 AM | 1 Like Like |Link to Comment
  • U.S. authorities have reportedly widened their inquiry into News Corp. (NWS) to determine whether they can find a broad pattern of misconduct despite not finding any hard evidence so far that company journalists hacked into the phones of 9/11 victims.
     [View news story]
    The Foreign Corrupt Practices Act makes what has already been revealed in the phone hacking scandal actionable by U.S. authorities.

    What they're saying is they haven't found evidence that News Corp. hacked the phones of 9-11 victims, but they're looking into other crimes. That could include FCPA charges.
    Aug 16 07:41 PM | Likes Like |Link to Comment
  • How the NYT Paywall Is Working [View article]
    No, they can't. How many publications will you pay for online? Very, very few. A few will do OK, but the whole idea is stupid anyway, since the concept of paying for papers was always that the payment paid for the cost of getting the paper to you -- not the printing, and certainly not the reporting.

    And Felix, "beating internal expectations" is not the same thing as financial success. It's PR-speak. Let's see some quarterly reports.
    Aug 16 07:40 PM | Likes Like |Link to Comment
  • Todd Harrison's quick take on the proposed transactions tax from Merkozy this afternoon: "This will quell HFT and impact the banks" banking coin from these strategies. Longer term, eliminating 70% of the daily volume risks creating a "zombie market" where shares trade by appointment.  [View news story]
    How smart could GWB have been if he put Perry in office? I think I saw their movie. It starred Jim Carrey and Jeff Daniels.
    Aug 16 07:18 PM | 1 Like Like |Link to Comment
  • Here's Cisco's Real Problem [View article]
    That may be one reason why Cisco decided to chase this business. The growth of the government sector in the last decade was simply spectacular. Unfortunately,it ruins you for competitive business.
    Aug 16 07:15 PM | Likes Like |Link to Comment
  • S&P cuts Google (GOOG -3.4% to $538.32) to Sell; not only is the agency down on the Motorola Mobility (MMI) deal's impact on growth, but it's "not sure" it'll even spare Android the legal headaches that many analysts now see as the key reason for the acquisition. New price target: $500, down from $700.  [View news story]
    These are the same geniuses who cut the USA to AA+ and then saw the price of bonds rise? I think they're just trolling now.

    Someone buy S&P and take it out of its misery, willya?
    Aug 16 05:04 PM | 2 Likes Like |Link to Comment
  • Here's Cisco's Real Problem [View article]
    The cable companies have become carriers, although they were big buyers of kit in the last decade, and some still upgrade. Verizon hasn't upgraded anyone, except through cherry-picking with FIOS, and once an address takes FIOS their copper gets cut so they can't go back.

    When you're relying on customers whose business model is based on scarcity to upgrade, you're relying on people to act against their interest and their history. Enterprise networks have scaled in large part because carriers haven't.

    The sales cycles are also different. An enterprise like GE will make a plan, compare what's out there and buy stuff. Verizon acts more like the government, and this contracting model is what's killing our competitiveness. You can't compete if you're working for the military industrial complex, not in the real world.
    Aug 16 05:01 PM | Likes Like |Link to Comment
  • Todd Harrison's quick take on the proposed transactions tax from Merkozy this afternoon: "This will quell HFT and impact the banks" banking coin from these strategies. Longer term, eliminating 70% of the daily volume risks creating a "zombie market" where shares trade by appointment.  [View news story]
    Yeah no one is going to trade if "job creators" are taxed for transactions that don't create jobs.
    Aug 16 04:51 PM | 4 Likes Like |Link to Comment
  • Here's Cisco's Real Problem [View article]
    I don't think we have a fundamental disagreement. Cisco's failures to move quickly, its being bogged down in the carrier space, could well be laid at the feet of Chambers.
    Aug 16 04:50 PM | Likes Like |Link to Comment
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