Vladimir Senkov

Nationwide WiMAX: Who Benefits?

Guys with negative comments seem to be missing the key point of the article. The question the author was trying to answer isn't about wimax being great or not for consumers.
I'm sure this will not be a negative for the consumer. It will either be useless (worst case scenario) or great (best case scenario) or somewhere in between. Either way consumer doesn't lose. Question the article attempts to focus in is that of investment. Lots of folks invested have in this technology, one way or another. Some industry players who haven't invested in it directly might be able to benefit from its rollout. All the author was trying to do here was to figure out who stands to benefit from their investment or market position, if anyone. Yes he ends up with a cynical conclusion, but that doesn't mean he is wrong.
I sort of agree that Intel is more likely to benefit from this long term versus, for example, Sprint.
Consumer might benefit eventually, but that will require someone other than Sprint to roll out another wimax network. I doubt switching to wimax from other technologies, fixed and to a lesser extent mobile, will make sense until Sprint has some competition there.

Buying Google, All the Way Down

I don't think it's fair to say that "wall street doesn't [value those opportunities]". When Google IPOed i and many other skeptics didn't think it was even worth $100, because at that point many of those things didn't exist and it looked like Google was just going to be another online ad company.
I couldn't have known back then or perhaps could but in any case didn't that Google will become another Microsoft, just as strong and almost as scary. So today knowing that I have to admit that Google is worth much more than $100. So here you go, I value those opportunities. But like you said, it's difficult to put an exact dollar amount on many of these. Particularly because most of that stuff is free to be consumed at the moment. I use many Google services myself because they are the best in many areas, but if Google started to charge for them I'd settle for 2nd best if that was freely available. Will Google never start charging for that stuff? I hope so. Why? Giving out free stuff is a great way to create what exactly? GREAT AD REVENUE STREAM! So you can't exactly say that "all that stuff has nothing to do with advertising".