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  • Google Fiber Takes Internet Access To The '90s - The 1890s [View article]
    The incumbents are spending a lot of time and money upgrading where they know the google competition will be. It's already too late in those places and their expenditures will only lower their own profits. Instead, I believe, they should be trying to figure out where googles next targets might be and upgrade them before it's too late. Citizens are hungry for more bandwidth and they will prod their legislators to invite google to come to their area. Local governments will be responsive to the loudest problems facing their communities. The incumbent ISPs need to make their service reasonable so there isn't so much pressure for local governmants to act. Once local laws change to allow competition, the fight will be on and the incumbent ISPs will be the losers, even if google doesn't win big.
    Apr 15, 2015. 12:45 PM | Likes Like |Link to Comment
  • Why Google Should Acquire Level 3 To Grow Fiber [View article]
    Information can only travel at the speed of light. Geosynchronous satelites have a one way travel time of 1/4 second. Web pages do a lot of request response and a 1/2 second delay on every request (web pages may do hundreds of requests, although web 2.0 is amied at reducing this) would be unacceptable to most users. Lower altitude satelites are much better, but still probably too slow, unless you have no other choice. I suspect the google balloons and a plethora of drone solutions will provide reasonable wireless solutions to consumers, but it's hard to know if these solutions will be reliable enough for business customers.
    Mar 29, 2015. 11:30 AM | Likes Like |Link to Comment
  • Why Google Should Acquire Level 3 To Grow Fiber [View article]
    I have been thinking about google buying lvlt for several years, but if they wanted to, I suspect they already would have. It would be interesting if google did though. Having fibre going through many cities, especially tech heavy areas, would put pressure on the other broadband suppliers in locations other than just the ones google is currently in.
    Mar 29, 2015. 11:19 AM | Likes Like |Link to Comment
  • Why Google Should Acquire Level 3 To Grow Fiber [View article]
    Google will not go where they will be forced to comply with these antiquated rules and those citizens will continue to be constrained to the expensive, slow solutions they currently have. The latest expansion news included a lot of municipalities fighting to get google to come. Local governments will feel the presure from their constituents to change these rules to allow google to come in.
    Mar 29, 2015. 11:16 AM | 1 Like Like |Link to Comment
  • Microsoft: Cheap Windows Hybrid Tablets/Notebooks Can Equalize The Threat Of Chromebooks [View article]
    If price were the only factor, HP stream would destroy sales of every chromebook $200 and above, but clearly there are other things that are compelling about ChromeOS, or reviled about windows. Seeking Alpha is highly populated with investors (and a few shills who we all know). ChromeOS is, arguably, the most secure consumer system. For people like us, having at least one ChromeOS device for accessing our financial web sites, bank, trading, retirement etc., is not a great expense. Now, if you're willing to risk your life savings to windows OS security, you know no web site you've even accidentally been to has been infected, or had even one infected ad on it, and nobody with access to your machine has visited such a site, and you never inadvertently connected to a wifi that was compromised, then go right ahead and type your password in. For my financial use, I don't even trust ChromeOS in normal mode. I will only use guest mode where no cookies, extensions or other residuals are present. Combine the verified boot with guest mode and you have a perfectly virgin copy of the OS, the most secure consumer access you can get. This is just one example of why Chrome devices might be chosen over other traditional os devices. Next time you’re on the phone with tech support, or waiting for updates to happen, or get a forced reboot during a presentation to a client, you may come up with a few others.
    Mar 29, 2015. 09:16 AM | 1 Like Like |Link to Comment
  • Microsoft: The $70 Lumia 430 Should Alarm Samsung And Google [View article]
    Is microsoft expecting these people that buy $70 phones to also spend $99/yr for O365? Will they ever spend even one cent on apps? Selling a ton of these inexpensive phones to people that can barely afford the phone is not going to entice app developers any more than they already are. Only selling high end phones can do that and here lies the "chicken and egg".
    Mar 22, 2015. 01:59 AM | Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Perhaps, not so many people monitor google news, but I do, especially since yahoo made the "tech" news unreadable. Will you show up in the google feed?
    Jul 31, 2014. 07:17 PM | 2 Likes Like |Link to Comment
  • For Intel, Chromebooks Are The Latest Gimmick [View article]
    Chromebooks may, or may not, be a fad, but Intel had the choice of either working with Google, or ceding the space to ARM and possibly IBM's Power chips. An ARM Chromebook will canibalize higher end laptops as easily as an Intel one would. The problem for Intel is that OEMs can use the ability to use either Intel or ARM to keep the other's margins low. When NaCl (Native Client) comes to ChromeOS, there will be use for higher end processor chips which Intel has the best of. NaCl will be hard, but not impossible, to make work on both architectures, so having the dominent architecture will give some pricing power and may cause developers to prefer their architecture. I don't know if ChromeOS will have meaningful earnings for Intel, but they will certainly be zero if Intel does not play at all.
    Jun 9, 2014. 12:02 PM | 2 Likes Like |Link to Comment
  • Google Fiber Vs. AT&T GigaPower: The Battle For High-Speed Internet [View article]
    If google never went to Austin, how fast would the at&t service be? Google would prefer the existing service providers would step up, but it seems the only way to get them to do this is to come in and compete. Do you think at&t's customers outside of Austin will get the gigabit service for $99/month? Or will they even get gigabit at all. Once at&t shows they can provide gigabit profitably, every other municipality is going to wonder why they're supporting a local monopoly that is not providing top end service at a reasonable price. It's going to be fun watching the telecoms squirm over the next decade.
    Dec 18, 2013. 07:57 AM | 1 Like Like |Link to Comment
  • Why Smartphones Will Be A Big Win For Microsoft [View article]
    @Michael Blair, "the Tizen App store might be a disappointment.", and it might not. windows app store is relatively a disappointment too and yet you argue that cheap prices will overcome this. The new OSs will be in the same boat, but even cheaper. I am not saying Tizen, or the others, will be successful, but if microsoft can sell cheap phones with a relatively poor app store, so can they.
    Oct 13, 2013. 10:21 AM | Likes Like |Link to Comment
  • Why Smartphones Will Be A Big Win For Microsoft [View article]
    There are lots of cheaper phones coming to the world. Samsung will soon be able to offer Tizen phones even cheaper than Android because they will not need to pay the microsoft tax. Other OS like Ubuntu and Firefox will be cheap too. microsoft apps are not so strong that these extremely price concious 3rd world buyers will pay more. I don't think you can be sure that cheap price will be microsoft's savior.

    The main reason for microsoft being on phones at all is to protect their Office products. They already realize that they need to release for iOS, but that is a still at least a year away. Will 10% market share, mostly in markets where people will never purchase an app, never purchase Office, and are so poor advertising is almost worthless to app developers, get more apps developed and protect Office?

    microsoft has no choice but to proceed with their own phones, but their success is in no way guaranteed.
    Oct 13, 2013. 08:31 AM | 6 Likes Like |Link to Comment
  • Microsoft: Buy Now Or Regret Later [View article]
    Could be "microsoft: Buy Now And Regret Later".
    Sep 30, 2013. 07:06 PM | 10 Likes Like |Link to Comment
  • Impressive Market Share Gains For Windows Phone Suggest Microsoft's Strategic Move Is Timely [View article]
    A good financial site should produce articles with both bull and bear cases. Investors should be able to make decisions while considering diverging opinions. When a site has only one opinion, you should be worried about their agenda.
    Sep 4, 2013. 07:54 AM | 1 Like Like |Link to Comment
  • Microsoft's Nokia Acquisition: Too Early, Too Cheap [View article]
    When Nokia first decided on microsoft OS, they let a lot of employees go. Those ex employees formed at least one company working on meego. The new Nokia could merge any of those companies back in very quickly. Nokia cannot produce "Nokia" branded phones for a while but, what isn't clear yet, is if they could sell unbranded phones immediately.
    Sep 4, 2013. 07:48 AM | Likes Like |Link to Comment
  • Discussing Mr. Ballmer [View article]
    He is quite rich, so perhaps a startup in exchange for a cash infusion.
    Aug 27, 2013. 08:20 AM | Likes Like |Link to Comment