Andrew Krainin's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/234579/comments http://seekingalpha.com/article/97475-running-the-numbers-amazon-looks-expensive?source=feed#comment-266635 266635
I wonder why your valuation came out below the market value?]]> Sat, 27 Sep 2008 02:09:03 -0400
I wonder why your valuation came out below the market value?]]> http://seekingalpha.com/article/95497-what-converges-successfully-in-telecom-computing?source=feed#comment-257681 257681
One perspective is that PCs and phones have already converged, but not as traditional desktop PCs. The iPhone is a converged Mac and cell phone, and I would argue that such mobile devices over time will overtake laptops as the dominant "use case" for mobile computing.

Internet telephony handsets, such as Cisco's, are essentially mini-PCs, but the primary (almost only) use case for these devices is traditional telephony.

As far as telephony through a "desktop PC" goes, although PC-based IP telephony software is available, usage patterns (the physical convenience of the handset and more importantly the always-on nature of telephony vs. the sometimes-on nature of PCs) have been the reasons why people tend not to do telephony through the PC when available.

It will be interesting to see how this convergence question evolves along as the form factor and user interface for "desktop" computing changes. I doubt that desktop computing in ten years will look like today's monitor-keyboard-mouse setup -- just check out Microsoft's Surface for a preview of one version of what might be.]]> Thu, 18 Sep 2008 03:02:00 -0400
One perspective is that PCs and phones have already converged, but not as traditional desktop PCs. The iPhone is a converged Mac and cell phone, and I would argue that such mobile devices over time will overtake laptops as the dominant "use case" for mobile computing.

Internet telephony handsets, such as Cisco's, are essentially mini-PCs, but the primary (almost only) use case for these devices is traditional telephony.

As far as telephony through a "desktop PC" goes, although PC-based IP telephony software is available, usage patterns (the physical convenience of the handset and more importantly the always-on nature of telephony vs. the sometimes-on nature of PCs) have been the reasons why people tend not to do telephony through the PC when available.

It will be interesting to see how this convergence question evolves along as the form factor and user interface for "desktop" computing changes. I doubt that desktop computing in ten years will look like today's monitor-keyboard-mouse setup -- just check out Microsoft's Surface for a preview of one version of what might be.]]>