Archive for the 'Uncategorized' Category

A Modest Proposal

I’ve just read my bazillionth fluffy piece about a brilliant serial entrepreneur with their shiny new start up.
While reading it, I wished that it had included a Real Value Index for this serial entrepreneur; indeed, maybe this could be a new feature of reporting/blogging about these specimens.
The RVI would include things like:– Do [...]

It was just the snippet of a line — it was in Daivd Remnick’s New Yorker piece on Tony Blair just before the election last spring, happily reproduced here — that made me laugh out loud and that came back to me this week. This was it:
“England, the one country where, it is said, the [...]

Let me confess two things right off the top: I can only pretend to know something about stock valuations, and I’m troubled by my continual posting on Google.
Now that I’ve confessed both my obsession and ignorance, I want to write one more post about GOOG, its earnings and its valuation. I’ll try to make it [...]

Amr Awadallah’s post today asking whether GOOG will miss its Q405 earnings targets, picked up by Battelle and others, is very interesting.
Twice in the last three months or so, I’ve posted in the same vein, albeit with much less specificity, prompted by the heavy promotion of the toolbar, and the default-on insertion of ads for [...]

On Halloween, I expressed some skepticism over on my old blog about Apple hitting the million-videos-sold mark, and how meaningful that was.
Today, Apple announced (among many other things) that they had sold 8 million videos.
I admit error, and that Apple is doing somewhat better than I would have guessed. I was expecting a more [...]

I like reading Umair Haque’s blog occasionally, and find much of his thinking provocative.
I suspect this analysis is wrong, though:
Glancing at TechDirt, I see response to Google Video is mixed. Interesting.
Though the product may suck, the strategy is still dominant: leveraging cheap coordination to utilize a market to allocate resources more efficiently than TV stations, [...]

Yawn

Google Video announced, much gushing in some quarters.
Underwhelming from what I can tell.