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  • commenter
    Tom B
    Mar 05 06:11 PM
    Yahoo and AOL in Talks for Possible Union [view article]
    "Just how investors would react to a combination between Yahoo and AOL remains to be seen; but I can’t imagine that the Street would find it more appealing than MSFT’s offer. The idea reminds me a bit of the concept of tying two bricks "

    Odd opinion, Eric. Tying two so-so content companies together seems a "maybe": tying a content company to a poorly managed, has-been tech company seems a recipe for disaster.     Reply
  • commenter
    Rajiv Sethia
    Mar 05 04:20 PM
    India’s Labor Arbitrage Strategy [view article]
    Sramana, you are absolutely right. There is no innovation at the big Indian names, they treat their employees quite poorly despite the golf courses and the swimming pools on their campuses (that you never see a single person using). They are body shops - one and all, Infy, Satyam, Wipro, all of them. "Sir, can I place any people please on your project? Only 35 dollars on site". Narayan Murthy and all the other superstars, they are no different than fat cat labour subcontractors, that is the reality. Bitter it is, but that is what the facts are. Reply
  • commenter
    gps dude
    Mar 05 03:27 PM
    India’s Labor Arbitrage Strategy [view article]
    >> I have shown in my piece that if a 15%+ salary hike rate continues, India loses its edge. ... Increase supply. Reduce salary levels. This is Economics 101.

    Ahh.. so what you suggest is not innovation, but merely extending the wage arbitrage model :-D So much for <b>new, out of the box, hard hitting</b> thinking :-D ..     Reply
  • commenter
    David M
    Rowell
    Mar 05 03:17 PM
    My Website
    Is Microsoft Screening Its Search Results? [view article]
    Interesting theory. I've always noticed an enormous disparity in traffic to my site from Google vs other search engines.

    My site has both Google Adsense ads and the Google Search feature on just about every page.

    I just did some checking, and here is a table of results for referrals from search engines for the last week in Feb in both 08 and 07. Apologies for the screwy formatting.

    Year 2008 2007
    Google 66,000 66,000
    Yahoo 2,860 2,812
    MSN 547 1,466

    Google numbers are estimates because my web analysis program lists out every different google domain (for different countries) separately, and I get a bit lazy when it comes to adding in, eg, 24 more referrals from Lithuania. :)

    You can draw your own conclusions from these numbers as you wish. Suffice it to say that Google and Yahoo referrals remained close to identical, while MSN referrals dropped to a third their earlier level.



    Reply
  • commenter
    User 160512
    Mar 05 01:46 PM
    My Website
    India’s Labor Arbitrage Strategy [view article]
    Sramana, the tone of your article was quite cynical and frankly, offensive. Had you simply noted the problems faced by the outsourcing industry without judgement and then provided solutions, it would have been better received. On the contrary, you suggested that Indians do not think. What kind of a statement is that? What suggestions did you offer in your article?

    Raju
    myindiabook.com     Reply
  • commenter
    WAKEUP
    Mar 05 01:43 PM
    Is Microsoft Really Such a Compelling Buy? [view article]
    All of Microsoft's competitors in every area should hope and pray that Steve Ballmer remains in his position at Microsoft. Ballmer's madness will be the end of the Microsoft Era. Reply
  • commenter
    .crazylegs..
    Mar 05 01:43 PM
    Exchange Email Integration: RIMM's Lifeline in an iPhone World [view article]
    This article is myopic and completely misses the mark. This is not a one or the other scenario, not a binary situation of iPhone or Blackberry. Look at the global smartphone market which weighs in at roughly 130 million units and growing at 30% per year. This will enable both Blackberry and iPhone to prosper. RIM is so far from a dead man walking that you would be well advised to go out and acquire some shares. The global smartphone market in 5 years (when RIM is supposed to be dead) will approach 500 million units. RIM is pounding the pavement adding new carriers all the time which will keep growth going as the secular smartphone movement grows.

    When you can get a Blackberry pearl or curve for $99, or $129, respectively, many smartphone users will choose the Blackberry. iPhone will take a while, if ever, to get down to those price points given the complexity of the device itself. And remember that only about 10% of the corporate market is penetrated, so that suggests plenty of business for both. Relax guys, it's going to be fun for the next few years for both. This guy is obviously isn't that educated on RIM's features as it goes way beyond Exchange/Lotus notes integration. Until Apple can deliver similar functionality, the large enterprise space is RIM's while the small and medium sized business space will be up for grabs with company specific needs trumping individual emotional fancy. I own both stocks, have for a while, and will for the next few years.     Reply
  • commenter
    User 160510
    Mar 05 01:41 PM
    Exchange Email Integration: RIMM's Lifeline in an iPhone World [view article]
    Your research in this article is pretty naive. Apple does not need to simply "figure out how to integrate with Exchange." RIM does way more than that. The BES and BIS services are what give RIM its edge and it would be no small task for Apple to build competitive offerings to those. Even if they do, it's quite possible it wouldn't have the reliability or ease-of-use that sells Blackberries to consumers, and infrastructure to IT depts and mobile operators.
    Reply
  • commenter
    WAKEUP
    Mar 05 01:27 PM
    Microsoft's Bid for Yahoo: My Signal To Finally Buy Google [view article]
    "Steve Ballmer is no Bill Gates, at least not judging by stock performance." You are far too kind to "Dance Monkeyboy" Steve Ballmer. Anyone who watches his moronic behavior in the "Dance Monkeyboy" spectacle can see that there is something wrong with his mind. Why is he not in a small, white room? (I know, I know: Money, only.)
    Reply
  • commenter
    gofer
    Mar 05 01:27 PM
    Exchange Email Integration: RIMM's Lifeline in an iPhone World [view article]
    'an iPhone world?'...

    'Motion (RIMM) is a dead man walking?'

    Ah Richard. The 'reality distortion' field is strong with you. A true and devoted fan you truly are.
    Remember to keep your faith strong, and to face the light always...
    No, that's not Steve Jobs. It's called the sun...
    Yes the sun.
    When your iPhone shows 6:05 a.m. it rises. When iPhone shows 6:20 p.m. it sets again.
    Yes, that's it.
    Now look at it every day... and be strong always!!     Reply
  • commenter
    samij
    Mar 05 12:59 PM
    Corporate-Friendly iPhone Could Challenge BlackBerry - Barron's [view article]
    "With 278 million Exchange and Notes users, and only 12 million BlackBerry subscribers, the corporate smartphone market is still wide open."

    or is it a sign that this market is not that huge after all? maybe the 264m exchange and notes users don't want bb type of solution after all?     Reply
  • commenter
    RK
    Mar 05 12:52 PM
    Exchange Email Integration: RIMM's Lifeline in an iPhone World [view article]
    I agree that prospect for RIMM 5 years out is not good if it keeps its proprietary hardware and software platforms. Putting an Outlook like application on iphone does not address that fundamental problem, unless it is part of the platform diversification plan, in which case RIMM may do well to go beyond the OS X platform.

    Of the existing mobile platforms today, Symbian, Windows mobile, OS X, Blackberry, LiMo, and Android, Android and Blackberry are the most vulnerable. The market does not need 6 mobile platforms; 4 is already too many.     Reply
  • commenter
    samij
    Mar 05 12:49 PM
    Exchange Email Integration: RIMM's Lifeline in an iPhone World [view article]
    why apple haven't figured out how to connect the desktop osx to exchange with it's 18b cash pile? Reply
  • commenter
    John Capozzi
    Mar 05 12:14 PM
    Yahoo and AOL in Talks for Possible Union [view article]
    THIS IS A SMOKE SCREEN. I BELEIVE THAT YOU WILL SEE SOFTBANK AND ALLIBBA TEAM UP AND BUY OUT YAHOO USA AND IT WILL HAVE A BID BETWEEN 45 TO 50 DOLLARS A SHARE. SINCE SOFTBANK HAS A MAOR SHARE IN YAHOO JAPAN AND YAHOO'S 40% STAKE IN ALLIBBA THIS BID CAN BE MADE AND PUT THE BRAKES ON MICROSOFTS HOSTILE TAKE OVER AT THE CHEAP BID OF 31 DUE TO CURRENT MARKET CONDITIONS UNVALUING YAHOO USA. PLUS BECAUSE MICROSOFT HAS OT REACHED OUT TO SOFTBANK OR ALLIBBA AND BECAUSE OF THE ENTHIC CULTURE DIFFERENCES NOT ONLY HAS MICROSOFT SHOWN TOTAL DISRESPECT THEY ALSO SEEM NOT TO KNOW THE TRUE POTENTIAL OF THESE THREE COMPANIES. JUST LOOK AT SOFTBANKS LAST BLOW OUT QTR. THEN YOU HAVE ALLIBBA'S COMING IPO'S OF SPIN OFFS OF THEIR OWN WHICH YAHOO HAS A 40% OWNERSHIP. PLUS IF FUNDING IS NEEDED THE CHINESE GOVERNMENT WILL MOST LIKELY GIVE THE ADDITIONAL FUNDING LIKE THEY DID WITH IBM'S SALE OF THEIR PERSONAL COMPUTER SECTOR KNOWN AS LENAVO. THERE WOULD BE NO ANTI TRUST ISSUES AND AS WE ALL KNOW THE BUSINESS IN INTERNET, WIRELESS BROADBAND WILL BE IN INDIA AD ASIA IN THE NEXT FEW YEARS WHICH JACK MA OF ALLIBBA HAS ALREADY MADE INROADS IN THE LAST MONTH SETTING THE PATH FOR YAHOO USA TO COME IN AS OTED IN YAHOO NEWS RELEASES YESTERDAY. THE MERGER OF THE THREE COMPANIES INTO ONE MAKES MORE SENSE THEN A MICROSOFT MERGER WITH LESS PROBLEMS OF THE MIXES OF PRODUCTS AND THE DISLIKE OF MICROSOFTS BUSINESS TACTICS AND WILL BE WELL RECEIVED IN ASIA AND INDIA. Reply
  • commenter
    lawnboy
    Mar 05 11:40 AM
    Exchange Email Integration: RIMM's Lifeline in an iPhone World [view article]
    another example of when a journalist does not understand the architecture, accesibility to, and protocols surrounding Exchange communications. Reply
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