Category
microsoft
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05.09.08Windows XP is gone (sort of)I found this amusing. Windows XP just won't die. The folks at Lenovo will be discontinuing preloads of the OS May 20, but will still offer a DVD "downgrade" for those smart enough to avoid Vista. My only question is when are we going to see downgrade DVDs of Vista? Sooner than the 7 year span of market success XP has seen, no doubt.
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02.14.08Complications with asset valuationsGiving some link love to Fred for a great post on how Microsoft's investment in Facebook might make it's fight for Yahoo a bit more interesting. But I am saying that if you overvalue Facebook, you are also overvaluing myspace. And when the company you want to buy uses a myspace overpay to make itself less interesting to you, then you are the one who gets screwed.
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02.14.08The Market’s opinion of Microsoft-YahooBelow is a market snapshot of the past two weeks with tech heavyweights GOOG, YHOO, and MSFT. February 1 marks the date the market learned of the Microsoft's unsolicited $44B bid for Yahoo. What's the market think? Long-term YHOO investors believe the deal will happen and seem ready for an exit. After all, MSFT's $31 per share bid is a %60 premium on the stock. Google is regaining a few points from it's recent slide on the news. Meanwhile, Microsoft's beleaguered stock continues to decline, down 11% since the offer. Ouch.
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07.12.07Facebook’s outrageous $6B price tagJohn Battelle asks what would justify a $6B acquisition price for Facebook, 200 times current estimated earnings of $30 million a year. It got me thinking. After all, in 2002, tons of folks were asking the same question. Why Google, why now, when there were dozens of other search engines out there? Last time, there was an easy answer: PageRank. Is there an easy answer this time? I don't see one. Do you? I think Facebook is clearly trying to get into the identity game. They are now farming out their R&D to developers via their platform while focusing on their core business of ...
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07.07.07Apple and their obsession with being closedI have always enjoyed Fred Wilson's musings on technology. From my understanding, he and I seem to agree quite often on issues that I read through his blog. I am surprised to hear that he is just now seeing the danger in Apple's model of a proprietary software-hardware model. I am particularly concerned that I'll have to use iTunes to synch music and photos instead of being able to drag and drop. This post explains there is no way to get music and photos onto the iPhone without using iTunes. I've got way more than 8 gigs of music on my ...
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