Domain: seekingalpha.com
Stories and comments across the archive that link to seekingalpha.com.
Stories · 37
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Elon Musk Tweets New Details About Tesla's Model Y Electric SUV (mashable.com)
"For anyone who thought that there was too much Tesla news this weekend, I've got some bad news for you," writes long-time Slashdot reader Rei, sharing new information gleaned from a series of tweets.
"Elon Musk just announced the unveiling of the Model Y SUV on March 14th at Tesla's LA Design Studio." A surprising number of details were revealed, including non-falcon doors, a similar appearance to the Model 3, and pricing about 10% more than a Model 3, with slightly lower range, due to the increased mass and cross section.
The unveiling will not include the Tesla pickup truck; that will be later this year. Model Y is to share 75% of its hardware with Model 3 to simplify the development process, with volume production targeted for late 2020, and initial production in early 2020. Musk also stated: "First public Tesla V3.0 Supercharger Station goes live Wed 8pm" (V3 is the much awaited new generation of higher power, cheaper to operate Superchargers).
"Personally, I'm most excited by the Tesla Truck," Musk posted on Twitter. "Maybe it will be too futuristic for most people, but I love it." -
Nvidia Appears To Have A GPU Inventory Problem (seekingalpha.com)
Reports out of Taiwan now suggest that Nvidia has a gaming GPU inventory problem. An anonymous reader writes: Tech news site SemiAccurate which covers the GPU space pretty closely, and has broken stories like AMD's acquisition of ATI Technologies and Nvidia's Bumpgate, just published an article on why Nvidia has delayed their new gaming GPUs. It seems the Hot Chips 30 agenda cancellation and Jensen's no new GPUs for 'a long time' comment have created enough of a stir to get journalists and industry insiders asking questions. While curiosity amongst all this confusion is natural, I was surprised to discover that people were starting to speculate Nvidia's delay was due to technical issues with their new GPUs. This had never been a concern of mine, and as it turns out, it's clearly not the case. So, what the problem? Nvidia has overestimated pent-up gaming demand and underestimated the impact of declining mining demand. -
Open Source RISC V Processor Gets Support From Google, Samsung, Qualcomm, and Tesla (seekingalpha.com)
An anonymous reader writes: Google, Qualcomm, and Samsung "are among 80 tech companies joining forces to develop a new open-source chip design for new technologies like self-driving vehicles," writes Seeking Alpha, citing a (pay-walled) report on The Information. "Western Digital and Nvidia also plan to use the new chip design for some of their products," while Tesla "has joined the RISC-V Foundation and is considering using the tech in its new chip efforts."
MIT Technology Review adds that while Arm had hoped to bring their low-power/high performance processors to AI and self-driving cars, "The company that masterminded the processor inside your smartphone may find that a set of free-to-use alternative designs erode some of its future success." -
Apple Uses Machine Learning To Chronicle All the Bra Pics On Your iPhone (vice.com)
New submitter bumblebaetuna shares a report from Motherboard: It's already well known that iOS 11 included some advanced updates to the phone's artificial intelligence, and this includes improving the photo app's ability to identify and categorize what is in each of your photos. There are thousands of objects the phone can identify, ranging from "abacus" to "zucchini." Weirdly, despite not having categories for, say, "nude," or "underwear," there are multiple categories for bra: brassiere, bandeau, bandeaus, bra, bras, and brassieres. Searching for this folder in your photos app may reveal an unexpected surprise. Though there are some pretty archaic terms like "homburg," "habiliment," and "danseuse," the "bra" category is unusual compared to the other quotidian labels the app slaps on your photos, and is as risque as the terms get. -
Charter Has Moved Millions of Customers To New -- And Often Higher -- Pricing (arstechnica.com)
After Charter closed the acquisitions of Time Warner Cable and Bright House Networks in May 2016, it moved 30 percent of the customers it acquired onto new pricing plans, resulting in many people paying higher prices. "Before the merger, Charter had about 6.8 million customers; afterward, Charter had 25.4 million customers in 41 states and became the second-largest U.S. cable company after Comcast," reports Ars Technica. From the report: Charter came up with new prices and packages, and many customers saw their bills rise when their previous discounts expired and they were switched to non-promotional pricing. Now, 30 percent of the ex-TWC and ex-Bright House customers are paying different -- and often higher -- prices. Charter CEO Thomas Rutledge provided the update in an earnings call last week (hat tip to FierceCable). According to a Seeking Alpha transcript, Rutledge said: "In June, we finished the rollout of our new pricing, packaging, and branding across our national footprint with the last launch of Spectrum in Hawaii. We now offer a simple, straightforward, high-value product using a consistent and uniform approach across our 50 million passings under one brand, Spectrum. The new product is succeeding with consumers across our footprint. In the second quarter, our customers and PSU [primary service unit] connects were higher year-over-year. And as of the end of the second quarter, 30 percent of Time Warner Cable and Bright House legacy customers were in our new pricing and packaging, up from 17 percent at the end of last quarter. In areas where we've had Spectrum in place for at least three quarters, 43 percent of our residential customers have Spectrum package products." -
US Nuclear Comeback Stalls As Two Reactors Are Abandoned (theaustralian.com.au)
Brad Plumer reports via The New York Times (Warning: may be paywalled; alternate source): In a major blow to the future of nuclear power in the United States, two South Carolina utilities said on Monday that they would abandon two unfinished nuclear reactors in the state, putting an end to a project that was once expected to showcase advanced nuclear technology but has since been plagued by delays and cost overruns. The two reactors, which have cost the utilities roughly $9 billion, remain less than 40 percent built. The cancellation means there are just two new nuclear units being built in the country -- both in Georgia -- while more than a dozen older nuclear plants are being retired in the face of low natural gas prices. Originally scheduled to come online by 2018, the V.C. Summer nuclear project in South Carolina had been plagued by disputes with regulators and numerous construction problems. This year, utility officials estimated that the reactors would not begin generating electricity before 2021 and could cost as much as $25 billion -- more than twice the initial $11.5 billion estimate. The utilities also struggled with an energy landscape that had changed dramatically since the large reactors were proposed in 2007. Demand for electricity has plateaued nationwide as a result of major improvements in energy efficiency, weakening the case for massive new power plants. And a glut of cheap natural gas from the hydraulic fracturing boom has given states a low-cost energy alternative. Facing those pressures, the two owners of the project, South Carolina Electric & Gas and Santee Cooper, announced they would halt construction rather than saddle customers with additional costs. -
Hotel CEO Openly Celebrates Higher Prices After Anti-Airbnb Law Passes (washingtonpost.com)
An anonymous reader quotes a report from Washington Post: A hotel executive said a recently-passed New York law cracking down on Airbnb hosts will enable the company to raise prices for New York City hotel rooms, according to the transcript of the executive's words on a call with shareholders last week. The law, signed by New York's Governor Andrew Cuomo on Friday, slaps anyone who lists their apartment on a short-term rental site with a fine up to $7,500. It "should be a big boost in the arm for the business," Mike Barnello, chief executive of the hotel chain LaSalle Hotel Properties, said of the law last Thursday, "certainly in terms of the pricing." Barnello's comment adds fuel the argument, made repeatedly by Airbnb and its proponents, that a law that was passed in the name of affordable housing also allows established hotels to raises prices for consumers. It was included in a memo written by Airbnb's head of global policy, Chris Lehane, to the Internet Association, a tech trade group, reviewed by the Washington Post. LaSalle, a Bethesda, MD-based chain, owns hotels around the country, including New York City. The memo is the latest volley in a bitter fight that has pit the hotel industry, unions, and affordable housing advocates against Airbnb and its supporters. At the heart of the fight is a debate over the societal value of the Airbnb platform and its role in the economy of cities throughout the world. The question is whether Airbnb has been a net benefit, by enabling middle class city-dwellers to make extra money by renting out their homes, or whether it has had the unintended consequence of exacerbating affordable housing crises in expensive cities such as New York and Los Angeles. -
Google Fined For Breaking Russian Antitrust Rules With Android (seekingalpha.com)
Google has been fined a sum of $6.75 million for competition violations by Russia's antimonopoly watchdog on Thursday. The antimonopoly body accused U.S. technology company Google of forcing retailers to install and keep a suite of its app on mobile phones that were sold on the Russian market. SeekingAlpha adds: Google was found last October to have violated rules related to the objection. The fine amount was determined as a portion of Google Play sales in the country, though an exact breakdown has not been disclosed. An appeal of the case is set to continue August 16 and talks to settle the matter amicably are additionally said to be under consideration. Google has also run into antitrust issues with the European Commission in recent months. -
Xilinx and AMD: an Inevitable Match?
itwbennett writes: Steve Casselman at Seeking Alpha was among the first to suggest that Xilinx should buy AMD because, among other reasons, it 'would let Xilinx get in on the x86 + FPGA fabric tsunami.' The trouble with this, however, is that 'AMD's server position is minuscule.... While x86 has 73% of the server market, Intel owns virtually all of it,' writes Andy Patrizio. At the same time, 'once Intel is in possession of the Altera product line, it will be able to cheaply produce the chip and drop the price, drastically undercutting Xilinx,' says Patrizio. And, he adds, buying AMD wouldn't give Xilinx the same sort of advantage 'since AMD is fabless.' -
Apple May Start Accepting Android Phones As Trade-Ins
HughPickens.com writes Bloomberg reports that according to a person with knowledge of the matter, Apple plans to start accepting non-Apple devices as trade-ins as the company seeks to extend market-share gains against Android smartphones. Apple is seeking to fuel even more iPhone 6 and 6 Plus sales after selling 74.5 million units in the last three months of 2014. Thanks to record sales, shipments of iPhones surpassed Android in the US with 47.7 percent of the market compared with Android's 47.6 percent. According to Apple CEO Tim Cook Apple "experienced the highest Android switcher rate in any of the last three launches in the three previous years." While Android phones don't hold their value as well as iPhones, it still makes sense for Apple Stores to accept them, says Israel Ganot, former CEO of Gazelle Inc., an online mobile device trade-in company. "Apple can afford to pay more than the market value to get you to switch over," says Ganot, "on the idea that you're going to fall in love with the iOS ecosystem and stay for a long time." -
Verizon Working On a La Carte Internet TV Service
An anonymous reader writes: One of the reasons people have been fleeing cable TV in droves is the idea that they're paying for hundreds of channels but only using a handful. Even though that's not really true, Verizon is now working on an internet TV service that lets people pick and pay for only the channels they want. Verizon CEO Lowell McAdam said, "I think everyone understands it will go to a la carte. The question is what is that transition look like ... I don't think there is anyone that would stand up here and say the only way it's going to be offered five years from now is linear and it's going to be tied to your TV set because frankly they will miss the market and they will be the ones left behind." -
Streaming and Cord-Cutting Take a Toll On the Pay-TV Industry
First time accepted submitter ClarkSchultz writes "Harris Interactive confirms that consumers streaming video content prefer the practice of binge viewing.The news isn't a big shocker to streaming concerns such as Netflix, Amazon, and Redbox Instant which have been mining viewer habits data, but it has an important read-through for broadcasters like CBS, NBC, Fox, and ABC. Though ad rates could fall if more viewers wait until series are available for streaming, the payoffs for quality content are proving lush: 1) CBS says it paid $700K per episode for streaming rights to Under the Dome 2) AMC Networks has pointed to Netflix as contributing to the success of Breaking Bad after initial ratings were soft. If streaming wins, who loses? Front and center is the Pay-TV industry. A wave of merger rumors (Charter/Cox/Time Warner Cable/Comcast/Dish Network) indicates the industry knows the trend of subscriber losses to the cord-cutting phenomenon will continue. An online TV initiative from a tech heavyweight like Sony, Apple, Google, or Intel could also disrupt the industry enough to put cable and satellite companies into an even bigger tailspin." -
Broadcom Laying Off LTE and Modem Design Employees
Dawn Kawamoto writes "Within days of closing its deal to acquire LTE-related assets from Renesas Electronics, Broadcom is now taking the hatchet to its own internal LTE and modem design team members by doling out pink slips. Although several hundred Broadcom workers in the U.S. and overseas are getting layoff notices, the figure could go substantially higher because the company expects to cut roughly $45 million in operating expenses relating to the deal between now and the next 12 months." -
No, the Tesla Model S Doesn't Pollute More Than an SUV
thecarchik writes "In an exhaustive 6,500-word article on the financial website Seeking Alpha, analyst Nathan Weiss lays out a case that the latest Tesla Model S actually has higher effective emissions than most large SUVs of both the greenhouse gas carbon dioxide and smog-producing pollutants like sulfur dioxide. This is absolutely false. Virtually all electric car advocates agree that when toting up the environmental pros and cons of electric cars, it's only fair to include powerplant emissions. When this has been done previously, the numbers have still favored electric cars. The Union of Concerned Scientists, for example, concluded in a 2012 report (PDF), 'Electric vehicles charged on the power grid have lower global warming emissions than the average gasoline-based vehicle sold today.' Working through every one of Weiss' conclusions may show a higher emissions rate than Tesla's published numbers, but in no way does a Model S pollute the amounts even close to an SUV." -
Will Future Tesla Cars Use Metal-Air Batteries?
thecarchik writes "Most advocates and industry analysts expect lithium-ion batteries to dominate electric-car energy storage for the rest of this decade. But is Tesla Motors planning to add a new type of battery to increase the range of its electric cars? Tesla has filed for eight separate patents on uses of metal-air battery technology (for example, #20120041625). The metals covered for use in the metal-air battery are aluminum, iron, lithium, magnesium, vanadium, and zinc. Metal-air batteries, which slowly consume their anodes to give off energy, hit the news last month when Israeli startup Phinergy demonstrated its prototype battery and let reporters drive a test vehicle fitted with the energy-storage device. Mounted in a subcompact demonstration car, Phinergy's aluminum-air battery provides 1,000 miles of range, it said, and requires refills of distilled water (which acts as electrolyte in the cells) about every 200 miles." -
How Google Fiber Could Do Some National Good, Or At Least Scare the Carriers
Nerval's Lobster writes "Within hours of Google announcing that Austin, Texas would be the next lucky recipient of its Google Fiber initiative, AT&T released a statement indicating that it was willing to build a high-speed broadband network in the city, too. 'AT&T announced that in conjunction with its previously announced Project VIP expansion of broadband access, it is prepared to build an advanced fiber optic infrastructure in Austin, Texas, capable of delivering speeds up to 1 gigabit per second,' read the statement. But there's a not-so-slight catch: AT&T wants whatever conditions Google received from the city of Austin. Google itself has provided precious little guidance about its future plans. 'We are still in the very early stages of it,' Google CEO Larry Page told media and analysts during the company's Jan. 22 earnings call, according to a transcript. 'Obviously, we are going to a small number of people and so, but we are excited about the possibilities.' But if Google Fiber keeps expanding, it could compel AT&T and other infrastructure providers to boost their broadband service and offer it on more reasonable terms — nothing like some competition to make things a little better for the collective customer base. In that sense, even if Google Fiber doesn't expand into a national program (and imagine the costs of that), its existence will still do some larger good." -
Bloomberg: Steve Jobs Behind NYC Crime Wave
theodp writes "Rudy Giuliani had John Gotti to worry about; Mike Bloomberg has Steve Jobs. Despite all-time lows for the city in homicides and shootings, NYC Mayor Michael Bloomberg said overall crime in New York City was up 3.3% in 2012 due to iPhone, iPad and other Apple device thefts, which have increased by 3,890 this year. 'If you just took away the jump in Apple, we'd be down for the year,' explained Marc La Vorgna, the mayor's press secretary. 'The proliferation of people carrying expensive devices around is so great,' La Vorgna added. 'It's something that's never had to be dealt with before.' Bloomberg also took to the radio, urging New Yorkers who didn't want to become a crime statistic to keep their iDevices in an interior, hard-to-reach pocket: 'Put it in a pocket in sort of a more body-fitting, tighter clothes, that you can feel if it was — if somebody put their hand in your pocket, not just an outside coat pocket.' But it seems the best way to fight the iCrime Wave might be to slash the $699 price of an iPhone (unactivated), which costs an estimated $207 to make. The U.S. phone subsidy model reportedly adds $400+ to the price of an iPhone. So, is offering unlocked alternatives at much more reasonable prices than an iPhone — like the $299 Nexus 4, for starters — the real key to taking a bite out of cellphone crime? After all, didn't dramatic price cuts pretty much kill car stereo theft?" -
Apple CEO Likens Surface To Car That Flies, Floats
theodp writes "Conceding that he hadn't actually played with one, Apple CEO Tim Cook told Wall Street that Microsoft's Surface tablet is 'a fairly compromised, confusing product' in the company's 4Q earnings call. Cook joked, 'I supposed you could design a car that flies and floats, but it wouldn't do those things very well.' In Apple's 2Q earnings call, Cook also mocked the idea of touch on a laptop or desktop, quipping, 'You can converge a toaster and a refrigerator, but those things are probably not going be pleasing to the user.' Cook added, 'We've done tons of user testing on this, and it turns out it doesn't work. Touch surfaces don't want to be vertical.' So, is Cook just pulling a page from Steve Jobs' people-don't-read-anymore playbook, or is he unaware that children happily used vertical touch screens forty years ago on UIUC's PLATO System (more PLATO History)?" -
Apple Blames Earnings Miss On iPhone 5 Anticipation
Hugh Pickens writes "Reuters reports that Apple shed more than five percent of its stock price value in after-hours trading after the company reported its second quarterly miss on results in less than a year, highlighting how the Apple brand is becoming less resistant to the economic and product cycles that have plagued rivals. 'Clearly it was a disappointment,' says Channing Smith, Co-Manager of Capital Advisors Growth Fund. 'We expected a lot of consumers will probably delay their upgrade and their purchases until the iPhone 5 comes out. We saw a similar trend occur last year with the iPhone 4S.' Executives acknowledged buyers were refraining from purchases because of 'rumors and speculation' around the iPhone 5, which sources have said will ship in September with a thinner and larger screen. 'The iPhone 5 is already the most hyped device and for it to exceed expectations is going to be really hard,' says BGC Partners analyst Colin Gillis. This is one of many reasons Apple is so notoriously secretive. With the levels of hype that Apple product launches garner, it would undoubtedly crush its own sales if it announced products even months in advance. Instead, Apple slowly and silently draws down inventory in distribution channels, and then the upgraded product is available immediately (or nearly immediately) after it's announced. According to Apple CEO Tim Cook, 'there is an incredible anticipation out there or for future products and as you would expect given what we've been able to deliver in the past.'" -
Prospects Darken For Solar Energy Companies
Hugh Pickens writes "Although global demand for solar power is still growing — about 8% more solar panels will be installed this year compared with 2010 — bankruptcies, plummeting stock prices and crushing debt loads are calling into question the viability of the solar energy industry that since the 1970s has been counted on to advance the world into a new energy age. Only a handful of manufacturers are now profitable in the face of too much capacity, which has contributed to a plunge in prices as government subsidies have been curbed. Prices for solar panels started 2011 near $1.60 per watt, but a buildup of inventory forced manufacturers into a fire sale toward the end of the second quarter that has pushed prices to near $1 per watt now. 'The prices that we're seeing today are likely not covering manufacturing costs in many cases,' says Ralph Romero. With at least seven solar-panel manufacturers filing for bankruptcy or insolvency in the last several months and six of the 10 largest publicly traded companies making solar components reporting losses in the third quarter, public-market investors are punishing the solar sector, sending shares down nearly 57% this year. Although winners are expected to emerge eventually, the question is how much more carnage there will be before that happens. 'The fact of the matter is, nobody really knows which solar companies will be pushed out of business or be forced to merge,' writes industry analyst Rodolfo Avalos. 'Nobody also knows how long it will take for the solar industry to improve even when the forecasted solar global demand for the next 5-10 years is quite promising.'" -
Apple's Secret Weapon To Influence Industry Pricing
Hugh Pickens writes "Nick Wingfield writes in the NY Times that Apple's present pricing strategy is a big change from the 1990s, when consumers regarded Apple as a producer of overpriced tech baubles, unable to compete effectively with its Macintosh family of computers against the far cheaper Windows PCs. Now within the premium product categories where Apple is most at home, comparable devices often do no better than match or slightly undercut Apple's prices. 'They're not cheap, but I don't think they're viewed as high-priced anymore,' says Stewart Alsop. Winfield writes that Apple uses its growing manufacturing scale and logistics prowess to deliver Apple products at far more aggressive prices, which in turn gives it more power to influence pricing industrywide, and one of Apple's pricing secrets has been it's willingness to tap into its huge war chest — $82 billion in cash and marketable securities last quarter — to take big gambles by locking up supplies of parts for years." -
Internet Eats Into Time-Warner Cable Porn Profits
Hugh Pickens writes "Big cable companies like Comcast and Time Warner Cable keep saying they don't see Web video cutting into their business, but there's at least one big, dirty exception. Time Warner Cable said in its quarterly earnings report that its video-on-demand (VOD) business dropped significantly in the last quarter. Asked to explain where the drop came from, CEO Glenn Britt came clean, more or less: much of the drop is because, instead of renting a porn video in HD for $9.98, Time Warner's customers are getting their porn fix on the internet for free. 'One of the things going on with VOD is that there's been fairly steady trends over some time period now for adult to go down, largely because there's that kind of material available on the Internet for free,' says Britt. 'And that's pretty high margin.' To be fair, drooping porn rentals don't account for all of Time Warner Cable's VOD decline. Chief Financial Officer Rob Marcus said that while 'the biggest piece of the year-over-year decline was in fact in the adult category,' the rest of the drop is because there weren't many big pay-per-view events like boxing matches last quarter, and because regular movie rentals are down, too." -
The Open Source Design Conundrum
Matt Asay writes "Walk the halls of any open-source conference and you'll see a large percentage of attendees with ironically non-open-source Apple laptops and iPhones. One reason for this seeming contradiction can be found in reading Matthew Thomas' classic 'Why free software usability tends to suck.' Open-source advocates like good design as much as anyone, but the open-source development process is often not the best way to achieve it. Open-source projects have tended to be great commoditizers, but not necessarily the best innovators. Hence, Red Hat CEO Jim Whitehurst recently stated that Red Hat is "focused on commoditizing important layers in the stack." This is fine, but for those that want open source to push the envelope on innovation, it may be unavoidable to introduce a bit more cathedral into the bazaar. Without an IBM, Red Hat, or Mozilla bringing cash and discipline to an open-source project, including paying people to do the 'dirt work' that no one would otherwise do, can open source hope to thrive?" -
Can the New Digital Readers Save the Newspapers?
Hugh Pickens writes "The NY Times reports that several companies plan to introduce digital newspaper readers by the end of the year with screens roughly the size of a standard sheet of paper to present much of the editorial and advertising content of traditional periodicals in generally the same format as they appear in print. Publishers hope the new readers may be a way to get consumers to pay for those periodicals — something they have been reluctant to do on the Web — while allowing publishers to save millions on the cost of printing and distributing their publications, at precisely a time when their businesses are under historic levels of pressure from the loss of readers and advertising. 'We are looking at this with a great deal of interest,' said John Ridding, the chief executive of the 121-year-old British newspaper The Financial Times. 'The severe double whammy of the recession and the structural shift to the Internet has created an urgency that has rightly focused attention on these devices.' The new tablets will start with some serious shortcomings: the screens, which are currently in the Kindle and Sony Reader, display no color or video and update images at a slower rate than traditional computer screens. But many think the E-ink readers are simply too little, too late and have not appeared in time to save the troubled realm of print media. 'If these devices had been ready for the general consumer market five years ago, we probably could have taken advantage of them quickly,' said Roger Fidler, the program director for digital publishing at the University of Missouri, Columbia. 'Now the earliest we might see large-scale consumer adoption is next year, and unlike the iPod it's going to be a slower process migrating people from print to the device.'" -
George Riddick — the One-Man RIAA of Clip Art
An anonymous reader writes "Pages at ireport.com and extortionletterinfo.com have been documenting and researching the activities of George P. Riddick III, previously known for his lawsuits against IMSI and Xoom at the turn of the century. In 2007 he issued a largely-ignored press release claiming the majority of clip art online infringes a copyright and has ranted about how Microsoft and Google are stealing from him. In recent months, he's apparently made a business model of going after web site operators who were using clip art they believed to be legally licensed or public domain, telling them they're infringing clip art collections he hasn't offered commercially in years and making outrageous settlement demands. He seems to have tested the waters on this some years back, but emboldened by the passage of the PRO-IP act, he's gone aggro with it. A few dodgy anonyblogs had popped up to 'out' him as a copyright abuser, but these recent ireport.com and extortionletterinfo.com reports go much deeper in documenting and researching Riddick's recent one-man campaign to be the RIAA of clip art." -
Fairpoint Pledges To Violate Net Neutrality
wytcld writes "Fairpoint Communications, which has taken over Verizon's landline business in Maine, New Hampshire and Vermont, has announced that on February 6, 'AOL, Yahoo! and MSN subscribers will continue to have access to content but will no longer be able to access their e-mail through the third-party Web site. Instead, Yahoo! and other third-party e-mail will be accessed directly at the MyFairPoint.net portal.' Since Verizon spun off its lines to Fairpoint in a maneuver that got debt off of Verizon's balance sheets by saddling Fairpoint with it, there was concern by the public service boards of the three states about how Fairpoint would deal with that debt. Fairpoint's profit plan: force all Webmail users through Fairpoint's portal, by blocking all direct access to Webmail portals other than its own. Will Fairpoint's own search engine portal be next? What can stop them?" -
Computers Causing 2nd Hump In Peak Power Demand
Hugh Pickens writes "Traditional peak power hours — the time during the day when power demand shoots up — run from 4 p.m. to 7 p.m. when air conditioning begins to ramp up and people start heading for malls and home but utilities are now seeing another peak power problem evolve with a second surge that runs from about 8 p.m. to 9 p.m. when people head toward their big screen TVs and home computers. 'It is [not] so much a peak as it is a plateau,' says Andrew Tang, senior director of the smart energy web at Pacific Gas & Electric. '8 p.m. is kind of a recent phenomenon.' Providing power during the peak hours is already a costly proposition because approximately 10 percent of the existing generating capacity only gets used about 50 hours a year: Most of the time, that expensive capital equipment sits idle waiting for a crisis. Efforts to reduce demand are already underway with TV manufacturers working to reduce the power consumption in LCD and plasma while Intel and PC manufacturers are cranking down computer power consumption. 'Without a doubt, there's demand' for green PCs, says Rick Chernick, CEO of HP partner Connecting Point, adding that the need to be green is especially noticeable among medical industry enterprise customers." -
Microsoft's Savvy Open Source Move
willdavid writes to mention Joe Panettieri is reporting that Microsoft is continuing their push for open source software interoperability. In the most recent push Microsoft is partnering with a small Silicon Valley company called SpikeSource to certify open source software on Windows 2008. "Despite growing Linux deployments, Windows Server remains quite popular for running open source applications. SugarCRM, the fast-growing open source application provider, is quick to note that many of its business developments occur on Windows Server. And Microsoft itself has sponsored SugarCRM's conferences, in order to stay in front of open source crowds." -
DivX Pulls Plug on Stage6
Xelios writes "DivX announced today that it will be shutting down Stage6, its high-quality video sharing site. 'So why are we shutting the service down? Well, the short answer is that the continued operation of Stage6 is a very expensive enterprise that requires an enormous amount of attention and resources that we are not in a position to continue to provide. There are a lot of other details involved, but at the end of the day its really as simple as that.' The news comes after the former CEO of DivX stepped down last year to head Stage6, which was to become a separate company, and the still ongoing legal battle with UMG." -
DivX Pulls Plug on Stage6
Xelios writes "DivX announced today that it will be shutting down Stage6, its high-quality video sharing site. 'So why are we shutting the service down? Well, the short answer is that the continued operation of Stage6 is a very expensive enterprise that requires an enormous amount of attention and resources that we are not in a position to continue to provide. There are a lot of other details involved, but at the end of the day its really as simple as that.' The news comes after the former CEO of DivX stepped down last year to head Stage6, which was to become a separate company, and the still ongoing legal battle with UMG." -
Patent Reformers O'Reilly, Bezos Mum on 1-Click
theodp writes "Brought together 7 years ago by a threatened boycott over Amazon's 1-Click patent, Tim O'Reilly and Jeff Bezos vowed to reform the U.S. patent system. So in The Register's Open Season podcast (@12:25), Andrew Orlowski finds it very ironic that news of a victory by LOTR choreographer Peter Calveley against Bezos' 1-Click patent broke as O'Reilly was once again busy trotting out Amazon-tied speakers to headline a Web 2.0 conference, this one sponsored by Fenwick & West, the prestigious law firm bested by Calveley. Orlowski notes that O'Reilly, who now counts Bezos among his investors, was oddly silent for a self-described software patent protester, especially one who once vowed to torpedo 1-Click. Equally untalkative was Bezos, who deflected questions on the damage done by Calveley's DIY legal effort, telling a Wall Street analyst to 'refer to our public filings' (although nothing on the subject appears in the 8-K and 10-Q filings). One last dose of irony — in explaining the prior art he used to reject the 1-Click claims, a USPTO Examiner cited the very same TV remote control patent that was deemed to be unsuitable in a 1-Click prior art contest run by the O'Reilly and Bezos-bankrolled BountyQuest (just last year, Amazon testified to Congress that the contest failed to find prior art for Bezos' patent)." -
Netflix Hopes to Offer Services Via 360, PS3
Gamasutra is reporting on comments made by Netflix in a recent financials conference call. Netflix CEO Reed Hastings stated that the company is looking to offer movie service via next gen consoles at some point. "[Said Hastings,] 'In terms of enabling the viewing of online content on the television screen, we are exploring a variety of options, including Internet connected, high definition DVD players, internet connected game consoles, and dedicated internet set tops, with a variety of partners, trying to understand the best ways to provide inexpensive viewing of online content on the television.' .. It is unclear, however, whether either Sony or Microsoft would allow such a service to become available on their consoles, as both Sony prepares and Microsoft already offers their own internet-connected video-on-demand services over their respective networks." -
Apple Says 250,000 iPhones Sold to Unlockers
Hugh Pickens writes "Timothy D. Cook, Chief Operating Officer at Apple, disclosed during Apple's conference call to discuss their fourth quarter earnings that they estimate 250,000 of the 1.4 Million iPhones that have been sold were bought by people intending to unlock the phone. 'The elasticity in demand with the price drop] enabled us to far surpass our expectation of hitting around a million units cumulatively by the end of the quarter. Some number of these were sold to people that have an intention to unlock and [while] we don't know precisely how many people are doing that, our current guess is there is probably 250,000 of the 1.4 million that we sold where people had bought them with the intention of doing that. Many of those happened after the price cut.' Apple knows how many iPhones have been sold and how many have been activated with ATT. The difference is the number that are unlocked." -
eBay's Ill-Timed Lifetime Achievement Webby
theodp writes "eBay CEO Meg Whitman will accept a special Webby Lifetime Achievement Award next month on behalf of the eBay Community, which has 'permanently changed the way people connect, discover and interact with each other.' Perhaps by then, people will have forgotten how eBay enabled buyer 'Blazers5505' to hook up with sellers like 'oneclickshooting' just weeks before the worst mass shooting in modern US history, prompting eBay to issue a gun-parts-don't-kill-students-guns-and-ammo-do statement that showed little evidence of its celebrated commitment to social consciousness. CEO Whitman, who received $11.1M last year for her leadership efforts, has kept a low profile since tooting eBay's trust-and-safety horn for Wall Street analysts two days after the Va. Tech rampage." -
AMD's "Frantic Price Cuts" May Pressure Intel
kog777 writes in with news of a Needham analyst report alerting their clients to a possible price war between AMD and Intel. Analyst Y. Edwin Mok notes that AMD has cut its prices three times in three weeks. He says that Dell has been playing off the two chipmakers against one another to drive costs down. He suggests that bargain-hunting clients avoid both AMD and Intel stock for now. As an aside, Mok notes that so far Vista is not causing a spike in demand for chips. This story hasn't been picked up very widely; other coverage is at Seeking Alpha. -
AMD's Chinese Market Share Quadruples
AMD is continuing to make inroads into China . It all began back in 2004 when AMD inked a deal to supply chips to Lenovo, the country's largest PC manufacturer, and they have been gaining ground since, with almost 20% of the chip market. "Two weeks ago, the company signed a deal with Founder Technology, another fast-growing Chinese computer maker that shipped more than 2.5 million units last year. Beginning next month, Founder's desktops will feature AMD chips. Before long, the partnership will also include laptop computers and servers. We view this deal as yet another win for AMD as it continues to capture market share around the world. Meanwhile, despite the impact of an escalating price war, global chip sales rose to $20.5 billion during the month of August -- a new monthly record." -
Amazon Wants Patent for All-You-Can-Eat Shipping
theodp writes "USPTO documents released Thursday show that Amazon is seeking a patent covering subscription-based shipping, aka Amazon Prime. Among the seven listed inventors is Amazon CEO Jeff Bezos, who has been singing the praises of Amazon Prime to Wall Street."