for once, a VERY informative article on the subject and speculation about AOL - google relationship.
http://www.thestreet.com/_yahoo/markets/jamesaltuc her/10242834.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite= NA>
this press release (and several other noises will surely follow) is more to combat Intel+Marvel+Broadcom camp which has taken a different position that airgo in the 802.11(n) standards work. these are merely battle lines being drawn for the standards meeting (where demonstration of feasibility etc command premium). now going up against intel (or cisco) in these standard meetings has not met with much success in the past though and it remains to be seen (claims of 240Mbps bw notwithstanding) if Airgo survives the standards battle on this one. MIMOs will happen - intel inside OR airgo inside...
Currently no value is placed on the most valuable asset AOL continues to have -- its 17 million or so subscribers (paid). Certainly there is no way TimeWarner can leverage this asset (and the market valuation reflects that). Any of the other portal/subscriber players (Yahoo, MSN, and even Google) would love to add 17million to their base and perhaps even someone like Ebay (better than the skype hordes imho) could/should be interested. Comapred to the few million each with SBC, Comcast, Earthlink, and Bellsouth, the 17million number is by far the most interesting.
symbol has patents that faaar precede both Amazon and scoutpal on linking scanners (various kinds including red laser based) and displays with all kinds of wireless technologies including cellphones/wifi/... DUH.
back to your corners, you both lose.
Does anyone know if Apple (or others) are working on a hypervisor for Mac OS (a la XEN or Microsoft's new work for a windows hypervisor combined with Intel VT virtualization support or AMD Pacifica)??? That would make the Mac OS on Intel move waaaay more interesting.
amen.
The provincial surplus (yes, Alberta runs a $1Bsurplus each year thanks to eco-disaster they call athabasca oil sand/tar up there) steered to Education funding should improve the U of A research output even more. For what its worth, I thought their Ultra-low power Analog Decoding project (see http://www.expressnews.ualberta.ca/article.cfm?id= 6245) has much more relevant short term applications in improving WiFi and Wireline communication chip-sets vs. this new single molecular transistors.
--
too bad Dewey's closed.
Lets buy a tape storage specialist (founded in 1969) as our answer to business and technical challenges facing us today? I wonder which bright Sun exec thought up that one vs. making a smart(er) move on one of the Linux/cluster storage outfits around (Panasas et al) that will give Sun some legs for the next decade, not just geriatric technology with boardroom relationship based Sales that go away with the boomers retiring in the next ten years.
and how do they plan to enforce it or police it if enacted? also, if foreign born graduate students are a concern, the H1B/GreenCard bearing foreign born workers should be an even bigger concern. this brick don't fly.
Technologically speaking, it should not be difficult for Vonage to engineer landline quality 911 links/response since there is *hard* knowledge of which last mile copper line the VONAGE customer sits on (home-line or roaming/redirected line). The key here is the telco monopolies (Verizon, SBC, Qwest,...) cooperating which they are not - surprise, surprise. Customer-pull here will eventually win out over the telco's dinosaurish behaviour. VoIP adoption @work is proceeding well and will educate vast numbers of end-users and cause them to eventually switch @home. Telcos trying to squeeze out the last remaining $$ revenue from the slow adopting end user will have to give way to end-user demand for 911 and other lifeline services to be delivered over VoIP/Internetworks.
a very good/insightful investor piece on google is at http://www.sagecapital.com/Archiv/c271.pdf (The great Google challenge. Wanna bet?) by Sage Capital (Switzerland) discussing google valuation, P/E, P/S ratios and bringing some sanity overall to comparisons with other investments...
ahem... intelligent caching, encryption, and the fact that the local pc hardware -- read cheap silicon/processors -- doesnt go away (think about it - the h/w is the lowest cost component of your system in an operational sense once you back away from (microsoft) OS/Apps/virus/security) mean that a lot of the objections will disappear over time.
the pc will just become an appliance (or a collection of multiple software-defined appliances).
ha ha ha. more moolah from VCs (KPCB and Sevin Rosen) down the drain. its always good to see Univ efforts funded for commercialization but in this case with xen vmm becoming part of redhat/suse releases, hard to see how/why xen itself would make money...
add to it the fact that intel (and AMD) will have processor level support for vms, so VMs all around for everyone - just no $$$s for VCs. hurrah for that too.
"Outlook" (the client) is indeed growing rapidly -- so is Exchange but competition is arriving in much more capable form now -- Scalix (www.scalix.com) for one offers a far better 'backend' solution than MS Exchange for supporting a much larger (and scalable) number of Outlook clients. Given the penetration of Outlook in the business world, I think its here to stay - and if MAPI is truly standard, Scalix and other competitors will be able to fight MS Exchange for the server side $$$s (at least till MS bundles it with other things and gives it away for free).
its a great idea at a great price and just think -- all those mini-google appliances waiting to link back to the mother ship -- how many enterprises would agree to doing so if google dropped prices to sub $1000 so they could index that enterprise and the enterprise now gets integrated 'enterprise'+web search capability and google gets a lock on organizing their info and making their own tools better in the process (no one else would have access to that kind of 'real world enterprise' info....)
conspire away
most employee stock option agreements (if one ever reads the 30 pages of legal junk) have a clause forcing the employee to sell back the options when/if the company demands it for a range of legal reasons... of course if i was an employee in this situation, i would sue
Universities (the good ones anyway) enable a student to observe, analyze, and think. thats it. and if done right, creates 30 year plus worth of opportunities where technology changes every few years and will continue to change faster than it ever has. "schools" like these are merely diploma peddlers which will get someone a job that devalues year over year...
baaah.
Tis interesting that the software prices seem to be caught in a bubble. OS and application prices as a fraction of the hardware they run on are a far higher percentage today than 10 years ago. Now, one can argue that Moore's law (to the first order) and associated process/yield improvements have given us commodity hardware while the mongo-stateful nature of software inherently resists that kind of 'cost' reduction.
However, if the last fifteen years of microsoft dominance were a business phenomenon but a technological aberration, software prices may just be in a real overhang due to correct in the next few years. There has to be some sort of economic entropic balance between hardware machines and the software that runs on them -- perhaps modded by the productivity gained. If this pseudo-natural system is not in balance, it will (eventually) correct itself.
-wheatking and pretty things.
...and the amida simputer (covered elsewhere on/, recently) has a hardwired google button -- for all those users, if it doesnt turn up on google, it doesnt exist...
"Google Integrated: Google is just about every Internet user's favourite way to find new websites. Which is why Amida's Internet Browser has a one-tap hot-button to take you straight there"
Slashdot Mirror
for once, a VERY informative article on the subject and speculation about AOL - google relationship. http://www.thestreet.com/_yahoo/markets/jamesaltuc her/10242834.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite= NA>
this press release (and several other noises will surely follow) is more to combat Intel+Marvel+Broadcom camp which has taken a different position that airgo in the 802.11(n) standards work. these are merely battle lines being drawn for the standards meeting (where demonstration of feasibility etc command premium). now going up against intel (or cisco) in these standard meetings has not met with much success in the past though and it remains to be seen (claims of 240Mbps bw notwithstanding) if Airgo survives the standards battle on this one. MIMOs will happen - intel inside OR airgo inside...
Currently no value is placed on the most valuable asset AOL continues to have -- its 17 million or so subscribers (paid). Certainly there is no way TimeWarner can leverage this asset (and the market valuation reflects that). Any of the other portal/subscriber players (Yahoo, MSN, and even Google) would love to add 17million to their base and perhaps even someone like Ebay (better than the skype hordes imho) could/should be interested. Comapred to the few million each with SBC, Comcast, Earthlink, and Bellsouth, the 17million number is by far the most interesting.
symbol has patents that faaar precede both Amazon and scoutpal on linking scanners (various kinds including red laser based) and displays with all kinds of wireless technologies including cellphones/wifi/... DUH. back to your corners, you both lose.
Does anyone know if Apple (or others) are working on a hypervisor for Mac OS (a la XEN or Microsoft's new work for a windows hypervisor combined with Intel VT virtualization support or AMD Pacifica)??? That would make the Mac OS on Intel move waaaay more interesting.
amen. The provincial surplus (yes, Alberta runs a $1Bsurplus each year thanks to eco-disaster they call athabasca oil sand/tar up there) steered to Education funding should improve the U of A research output even more. For what its worth, I thought their Ultra-low power Analog Decoding project (see http://www.expressnews.ualberta.ca/article.cfm?id= 6245) has much more relevant short term applications in improving WiFi and Wireline communication chip-sets vs. this new single molecular transistors.
--
too bad Dewey's closed.
Lets buy a tape storage specialist (founded in 1969) as our answer to business and technical challenges facing us today? I wonder which bright Sun exec thought up that one vs. making a smart(er) move on one of the Linux/cluster storage outfits around (Panasas et al) that will give Sun some legs for the next decade, not just geriatric technology with boardroom relationship based Sales that go away with the boomers retiring in the next ten years.
and how do they plan to enforce it or police it if enacted? also, if foreign born graduate students are a concern, the H1B/GreenCard bearing foreign born workers should be an even bigger concern. this brick don't fly.
Technologically speaking, it should not be difficult for Vonage to engineer landline quality 911 links/response since there is *hard* knowledge of which last mile copper line the VONAGE customer sits on (home-line or roaming/redirected line). The key here is the telco monopolies (Verizon, SBC, Qwest,...) cooperating which they are not - surprise, surprise. Customer-pull here will eventually win out over the telco's dinosaurish behaviour. VoIP adoption @work is proceeding well and will educate vast numbers of end-users and cause them to eventually switch @home. Telcos trying to squeeze out the last remaining $$ revenue from the slow adopting end user will have to give way to end-user demand for 911 and other lifeline services to be delivered over VoIP/Internetworks.
a very good/insightful investor piece on google is at http://www.sagecapital.com/Archiv/c271.pdf (The great Google challenge. Wanna bet?) by Sage Capital (Switzerland) discussing google valuation, P/E, P/S ratios and bringing some sanity overall to comparisons with other investments...
ahem... intelligent caching, encryption, and the fact that the local pc hardware -- read cheap silicon/processors -- doesnt go away (think about it - the h/w is the lowest cost component of your system in an operational sense once you back away from (microsoft) OS/Apps/virus/security) mean that a lot of the objections will disappear over time. the pc will just become an appliance (or a collection of multiple software-defined appliances).
ha ha ha. more moolah from VCs (KPCB and Sevin Rosen) down the drain. its always good to see Univ efforts funded for commercialization but in this case with xen vmm becoming part of redhat/suse releases, hard to see how/why xen itself would make money... add to it the fact that intel (and AMD) will have processor level support for vms, so VMs all around for everyone - just no $$$s for VCs. hurrah for that too.
use centrify check out www.centrify.com -- integrate with microsoft Active directory.
"Outlook" (the client) is indeed growing rapidly -- so is Exchange but competition is arriving in much more capable form now -- Scalix (www.scalix.com) for one offers a far better 'backend' solution than MS Exchange for supporting a much larger (and scalable) number of Outlook clients. Given the penetration of Outlook in the business world, I think its here to stay - and if MAPI is truly standard, Scalix and other competitors will be able to fight MS Exchange for the server side $$$s (at least till MS bundles it with other things and gives it away for free).
its a great idea at a great price and just think -- all those mini-google appliances waiting to link back to the mother ship -- how many enterprises would agree to doing so if google dropped prices to sub $1000 so they could index that enterprise and the enterprise now gets integrated 'enterprise'+web search capability and google gets a lock on organizing their info and making their own tools better in the process (no one else would have access to that kind of 'real world enterprise' info....) conspire away
use avocent or any decent "kvm-over-ip" implementation....
and then there is XORP
grrr -- grow up people. sheeeeeeeeeeesH. whatta lame article. TC"uh" "Oh" - fruk that.
most employee stock option agreements (if one ever reads the 30 pages of legal junk) have a clause forcing the employee to sell back the options when/if the company demands it for a range of legal reasons... of course if i was an employee in this situation, i would sue
Universities (the good ones anyway) enable a student to observe, analyze, and think. thats it. and if done right, creates 30 year plus worth of opportunities where technology changes every few years and will continue to change faster than it ever has. "schools" like these are merely diploma peddlers which will get someone a job that devalues year over year... baaah.
how about starting up /slashdot/india ?
better alternatives may be available for a whole bunch of cars/models other than BMW: and is called PhatNoise
However, if the last fifteen years of microsoft dominance were a business phenomenon but a technological aberration, software prices may just be in a real overhang due to correct in the next few years. There has to be some sort of economic entropic balance between hardware machines and the software that runs on them -- perhaps modded by the productivity gained. If this pseudo-natural system is not in balance, it will (eventually) correct itself. -wheatking and pretty things.
...and the amida simputer (covered elsewhere on /, recently) has a hardwired google button -- for all those users, if it doesnt turn up on google, it doesnt exist...
"Google Integrated: Google is just about every Internet user's favourite way to find new websites. Which is why Amida's Internet Browser has a one-tap hot-button to take you straight there"