Domain: cyvin.org
Stories and comments across the archive that link to cyvin.org.
Comments · 55
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There's a lot to like
I've admin'd most every flavor of Unix at some point in my life and I really really like how FreeBSD is managed, from development to the ports tree.
Now that there is a push to support binary updates, my last major complaint has been addressed.
Anyone who has ever been stuck in the perl dependancy hell will absolutely love the ports tree - I really don't understand why there hasn't been more adoption of that concept in Linux.
Also, I am suprised that Linux is the platform of choice for all of these appliances that companies are pumping out, like wireless routers, security devices, etc, when the BSD license is so much more attractive to business.
The major stumbling block that FreeBSD has left is their development team. It seems like the way things are organized really creates a lot of opportunity for personality clashes.
Jerry
http://www.cyvin.org/ -
Interface
The interface is a little cluttered, but it seems to work pretty well at finding where I am and zeroing me in on my current location, even though they were just using my IP address. Any idea how the "wireless" location service works?
Jerry
http://www.cyvin.org/ -
How long will it be...
... before google really starts going after profits more agressively by starting to monkey with services like their search engine. They're doing great right now because there is a transition from traditional advertising to Internet advertising with Google owning that space, but at some point the growth WILL slow down and there will be a bigger emphasis on profits since the top line growth is slowing down. That will make things like paid placement and other currently "taboo" things very attractive to them.
Hopefully they can keep the innovation engine going to keep their growth rate up.
Jerry
http://www.cyvin.org/ -
Valuation of google vs. bubble times
Let's be clear - what we are seeing with Google is NOT the same as what happened during the bubble. In the bubble, companies were losing money hand-over-fist and were getting rewarded for it for various reasons - their burn rate was indicitive of "major" innovation that would pay off in the future, or they would tout trivial things like "monthly visitors" or transaction volume or such other useless data.
Google has REAL earnings. They are not touting visitors or click-throughs or that kind of thing, they are reporting PROFITS, and those profits are expected to grow big time.
For those that are saying that Google's market cap at ~$3B earnings does not jive with TW's ~$40B earings at roughly the same market cap. Stock price is only partually impacted by the ratio of market cap to revenues - it is also gamble on the ratio of stock price to earnings - for the coming periods, and future earnings growth affords a higher P/E ratio.
Two things have a real potential to knock them back to earth - if they don't start getting their costs under control and if they see even the slightest slowdown in earnings growth. The slight uncertainty the Google team gave in the report is what sent them way down the other day.
I really really think that investors are still very wary of fast growing tech companies. and for Google to grow that fast, there really is something behind it other than a bubble.
Jerry
http://www.cyvin.org/ -
IETF v ITU
Everyone so far is focusing on the Wondows/Linux/MAC comment, which is somewhat interesting, but not really his area of expertise.
What is much more interesting is the comments about the IETF, which I agree, has been/is being turned into a facilitator for corporate agendas.
Jerry
http://www.cyvin.org/