Thursday, September 30, 2004
Marc's Voice - Lightweight Biz Models
Living Without Microsoft :: XPloring the alternatives
Wireless Speakers State of the Art - New York Time
Microsoft Researcher Questions Search Engine Business Model
Wednesday, September 29, 2004
DIY radio with PODcasting | Doc Searls' IT Garage
Submitted by Doc Searls on Tue, 09/28/2004 - 15:19.
There was a time � until my late 30s, I guess � when most of my radio listening was to music. Then there was a time � roughly the last couple decades � when most of my radio listening was to NPR and talk radio. When that got boring in the morning, I'd switch to Howard Stern.
But there was a problem for me with talk radio, as there had been with music radio; and that was a growing irrelevance. Or a growing awareness of the irrelevance that had always been there.
Since the Net and the Web came along in the early and mid-90s, I've had a growing impatience with waiting around for stuff on the radio I might care about. Another way to look at it: All radio, commercial and noncommercial, including what we call the 'content', was turning into the same kind of stuff-to-endure as the advertising and promotional announcements that paid for it.
But now most of my radio listening is to what Adam Curry and others are starting to call podcasts. That last link currently brings up 24 results on Google. A year from now, it will pull up hundreds of thousands, or perhaps even millions.
So this morning, here in my hotel room, I listened to the latest edition (September 27) of Adam Curry's Daily Source Code, Dave Winer's Morning Coffee Notes about the open-sourcing of Frontier, and a conversation between Adam and Dave about all the above, iPodder, Trade Secrets Radio and much more.
In the midst were references back to the 24 September Gillmor Gang where iPodder, podcasting, Adam and the new radio platform were mentioned, plus Evil Genius Chronicles, a blog/podcast home where (among many other things) Dave Slusher corrects errors he hears on the Gillmor Gang.
At one point I paused to re-re"
Replay Radio - Internet Radio Recorder
An X-Prize Winner!
Nova - Program Details - Yahoo! TV
The Nasdaq is Going UP!
My Yahoo! - What's New
Tuesday, September 28, 2004
What the Bubble Got Right
Analyst on Google - From John Battelle's Searchblog
John Battelle's Searchblog: "The Analysts on GOOG
Co-lead underwriter CSFB says GOOG will hit $145.
From The Street's coverage:
Contrasting with mixed reviews for Google already published by analysts from firms that didn't participate in Google's IPO, CSFB's report, along with initiations from fellow joint book-running manager Morgan Stanley and underwriters Thomas Weisel Partners, WR Hambrecht and J.P. Morgan, all assigned Google ratings equivalent to a buy.
GOOG responded with a rally, up more than 6 so far today to $124.
Mary Meeker, who I interviewed here and who will speak at Web 2.0, also came out with a positive report on the company. From her report:
Initiating coverage on Google with Overweight-V rating -- Google has helped change the direction of the Internet and has built impressive market share and an especially strong business model. We believe Google should continue to help pace the growth in the still early-stage online search market and benefit from related revenue growth. Google shares could have upside as implied by a variety of valuation methodologies, most notably our DCF, discussed beginning on page 56.
Estimating strong financial results for C2004E and C2005E -- We forecast net revenue growth of 93% and 60% in C2004E and C2005E, respectively, with 76% and 42% operating income growth (excluding stock compensation expense) driving estimated levered free cash flow of $394MM and $908MM in C2004E and C2005E, respectively.
Her report is, as usual, very comprehensive, and I'm still reading through it. But I have to say, it reads well, in the meta view - she mentions that Google is well positioned to be the front end to audio and video content (as I've said before, TiVo + Google = VOI), and ends her opening section with this very Web 2.0 passage:
Particularly, with the launch of G"
Monday, September 27, 2004
Looks like a gumball machine...
Open Source Software: Implementation and Management
Sunday, September 26, 2004
IT Conversations: Joel Spolsky - Joel on Software
Saturday, September 25, 2004
Silicon Valley - Dan Gillmor's eJournal
September 24, 2004
Microsoft Says Buy New Windows or Be Unsafe
CNet: Microsoft: To secure IE, upgrade to XP. Microsoft this week reiterated that it would keep the new version of Microsoft's IE Web browser available only as part of the recently released Windows XP operating system, Service Pack 2. The upgrade to XP from any previous Windows versions is $99 when ordered from Microsoft. Starting from scratch, the operating system costs $199. That, analysts say, is a steep price to pay to secure a browser that swept the market as a free, standalone product.
So much for the notion that Microsoft might ever turn over a new leaf.
A company with more than $50 billion in cash at the end of the last quarter is refusing to help its customers, despite the company's song and dance about wanting security to be the top priority. The stance is even worse when you consider that XP is basically just an upgrade of Windows 2000 -- built from the same code base, that is. There might be a small case to be made for orphaning earlier versions of Windows, which are very different code, but this is just too much.
Plenty of enterprise customers are doing just fine with Windows 2000. Microsoft's message to them is 'screw you; upgrade or face the consequences.' Installing Mozilla or Opera isn't sufficient, because IE components have been boiled into the OS and will be launched even if users don't want them to.
Again, we see why Microsoft should have been broken up -- and why the browser should be a separate application.
� posted by Dan Gillmor 06:07 PM
� Comments (5)
� permanent link to this item "
Friday, September 24, 2004
Thursday, September 23, 2004
The Question of God | PBS
Nokia touts new smart phone | Tech News on ZDNet
Study: Bush Budget Adds $1.3T to Deficits
The Deal On This Phone Keeps Getting Better
Amazon has the Sony Ericsson T610 Phone (T-Mobile) selling for $99.99 with a $175 Amazon rebate (exp. 10/06/04) and a $100 T-Mobile rebate (exp. 9/30/04) making your cost $-175.01 with free shipping. As always activation with a 1 year plan of $39.99 or more is needed for rebate validation.
Features:
The T610 features a high-resolution screen with 65,536 colors
Comes with MMS, which allows you to compose your messages using images, sounds and text
Supports the Java and Mophun platforms, making the widest range of mobile games and applications available for you to download
Supporting Bluetooth, infrared and cable, the T610 is fully compatible with any computer. Your phone books and calendars will stay synchronized and updated
With a built-in camera and QuickShare software, you take pictures and store them on your computer or send them to friends all in a few simple steps
Unit Weight: 3.35 oz.
Size (in inches): 1.73 x 4.02 x 0.75"
Rumours surround Google browser
Yahoo! News - Cisco Sees China as Center of World Tech Market
Wednesday, September 22, 2004
To the MAN who DID his hoochie on my hood!! \@@/ (PIC) - w4m
Tuesday, September 21, 2004
Great Post about Web 2.0 on John Battelle's Searchblog
Web 2.0 Draws Near
Over at O'Reilly, Tim's posted his thoughts on why Web 2.0 is a meme with legs, and he's inviting feedback from his readers on what they'd like to see asked of all the speakers we have coming to converse. I'd like to do the same - you guys have always kept me honest, and the conference is really shaping up to be something else again. As Tim puts it:
I'm talking about the emergence of what I've started to call Web 2.0, the internet as platform. We heard about that idea back in the late 90s, at the height of the browser wars, but that turned out to be a false alarm. But I believe we're now starting the third age of the internet -- the first being the telnet-era command line internet, the second the web -- and the third, well, that tale grows in the telling. It's about the way that open source and the open standards of the web are commoditizing many categories of infrastructure software, driving value instead to the data and business processes layered on top of (or within) that software; it's about the way that web sites like eBay, Amazon, and Google are becoming platforms with rich add-on developer communities; it's about the way that network effects and data, rather than software APIs, are the new tools of customer lock-in; it's about the way that to be successful, software today needs to work above the level of a single device; it's about the way that the Microsofts and Intels of tomorrow are once again going to blindside established players because all the rules of business are changing.
Time and again as I report in this space, I'm struck by how different this time round is from the late 1990s. For example, today I spoke with Jeff Weber, who runs USAToday's digital publishing efforts, and we had a robust conversation about publishing models, new and old. I was p"
My Ask Jeeves
Tim Oren references one of my favorite state parks in Due Diligence
Wikipedia publishes 1,000,000 articles
Monday, September 20, 2004
Tim Berners-Lee, Director, W3C
Q: When you look at emerging technologies, is there something that stands out and excites you? A: Yes, one area to watch is the mobile Web.
My Yahoo! adds RSS Headlines (BETA)
3 Debates for Bush and Kerry
Sunday, September 19, 2004
Yahoo! News - New Start-Up Breed: Born in the USA, Made in India
Avoid Circuit City Online!
Saturday, September 18, 2004
IT Conversations - Ray Ozzie and VOIP
What direction is Adware going? Because it ain't going away.
Google Toolbar is Not Opera Compatible
Due Diligence: Dissecting the Media: Trust and Transactions
Amazon takes on it's biggest competitor with A9
Yeltsin, Gorbachev and Colin Powell
Friday, September 17, 2004
HOLLANDAISE SAUCE Recipe at Epicurious.com
Out 'sore' cing...
Dave Winer and Adam Curry have a new radio show called 'Trade Secrets Radio'
Yahoo! News - Only Great White Shark at Calif. Aquarium
Thursday, September 16, 2004
John Sayles - Silver City
A Great Post from Tim Oren's Due Diligence on Outsourcing and Open Systems.
I am bemused by folks who can simultaneously cheer the global spread of the Internet and the beneficence of the open source (OS) movement, and decry the offshoring of IT jobs. Whether they're naive, or disingenous, or took Emerson a little too seriously, they are missing the correlation: Open source and IT offshoring are the products of the same driving forces, two faces of the same coin. And they are feeding off one another.
Let me count the ways:
The Internet itself is the basic enabler. The more people connected globally, the bigger the talent pool, the better the chance to get critical mass on an OS project from somewhere out there. The more connected and trained people, the greater the competition for gigs, the lower the compensation.
The commoditization of computing. Very little of OS is new computer science. Most is plowing old ground, recreating functionality long available. Linux and mySQL are not about innovation, they are about consolidation and the collateral disruption of margins in erstwhile commercial software categories. The routine and understood are also easier to send outside.
Modularity and open standards. The same methodology that enables breaking an OS project into pieces to be reassembled in Sourceforge, and run on well-defined downward APIs and data standards, likewise enables the commercial user to decompose a private project into pieces that are completed elsewhere. The stability of architecture and requirements necessary for this modularity is also a sign of the lack of fundamental new work.
Low capital costs for developer class equipment. The same scale economies that let the college kid run Linux enable the Indian outsourcer. Used to be software costs for developer tools were a bit of a barrier, but OS fixed that issue. More comp"
MS Internet Explorer is losing market share
Search Engine Watch Blog
Wednesday, September 15, 2004
Today's Poll Numbers
Joe Kraus (Excite Co-Founder) has a new blog - Bnoopy
This Is What I'm Talking About
A Free DVD Burner...
OfficeMax has the Mad Dog Multimedia Dominator 6-in-1 Internal DVD-R/-RW Drive Item# 20686205 selling for $40.00 with a $40 rebate (exp. 9/30/04) making your cost free. Free shipping on orders of $50 or more so toss in the Khypermedia 100-Pack Black Slim Jewel Cases Item# 20161502 selling for $12 with a $12 rebate (exp. 9/18/04) and your all set. Limited availability on the DVD burner so good luck! Update - Their site is slow as shit! Took me about 20 minutes to place my order!"
Fresh Air: Wednesday - September 15, 2004
Yahoo! News - Next Phase For Web Services Pioneer
A9 to officially launch and "compete with Google"?
Tuesday, September 14, 2004
Election Scorecard - Where the presidential race stands today.
The Charlie Rose Show Looks Good Tonight
Gene Inhibitor To Have First Trial
Monday, September 13, 2004
Sunday, September 12, 2004
The Gartner Fellows: Clayton Christensen's Interview Part 1
Jensen Investments
The Greatest IQ Concentration In The World
Wednesday, September 08, 2004
The New York Times > Opinion > A Disgraceful Campaign Speech
Tuesday, September 07, 2004
Yahoo! News - TiVo, Netflix Close to Internet Movie Deal-Report
Monday, September 06, 2004
Withnail and I
People Also Bought ...
The New York Times article on Craig Newmark
The New York Times > Technology > An Online Pioneer Resists the Lure of Cashing In
Sunday, September 05, 2004
IT Conversations: Clayton Christensen - Capturing the Upside
Saturday, September 04, 2004
Pierre's Weblog
My Life as a Fake - At Audible.com
Microsoft Windows Media - Windows Media Player 10
Microsoft Windows Media - Windows Media Player 10
Terraserver
Amazing - IT Conversations
Microsoft Music Store
Friday, September 03, 2004
Take a moment to say a silent prayer and reflect

When I heard this story being reported this afternoon on NPR I was stopped in my tracks and later shedding tears. Humanity at its very worst... and why? I will never give any recognition to the Chechan independent cause.The New York Times > International > Europe > Captives Escape After Hours of Pitched Battles
US standing with Arabs hits a low | csmonitor.com
Thursday, September 02, 2004
August 2009: How Google beat Amazon and Ebay to the Semantic Web (Ftrain.com)
John Battelle's Searchblog
Microsoft 'hell-bent and determined' to challenge Google
What a contrast these two keynote speakers represent.

In [Democratic leaders'] warped way of thinking, America is the problem, not the solution. They don't believe there is any real danger in the world except that which America brings upon itself.Read the transcript

This year, in this election, we are called to reaffirm our values and commitments, to hold them against a hard reality and see how we are measuring up, to the legacy of our forbearers, and the promise of future generations. Read the Transcript
It's Kerry's to Lose!?
With Ralph Nader in the race, it is Kerry 46%, Bush 45%, and Nader 3% among all voters and Bush 47%, Kerry 47%, and Nader 3% among likely voters."
If John Kerry cannot win the debates with all of the ammunition he has, then I don't believe he deserves to be president. I know that Edwards will wipe Cheney off the floor, but I can't help but feel that this could be a Gore repeat in the debates.
Slate Rates Vodkas
Wednesday, September 01, 2004
John Parry Barlow

I really love this guy. He's a kind of left over from the era of Merry Pranksters. And apparently he coordinate this great Merry Prank at the RNC today. BarlowFriendz. By the way, if you want to hear one of the great tragic and true love stories of all time, then listen to the interview he gave This American Life a few years back. LISTEN BY CLICK HERE AND PLAYING THE REAL AUDIO FILE TO ACT THREE Truly worth it.
The Return of the Venture Capitalists
Unique and wonderful fruit

Greengage plums of France
The New York Times dining section has this write up on the greengage plum. Apparently difficult to find outside of France, this plum is described as the best tasting fruit in the world. I would imagine it must be quite an experience to come across one, with no prior knowledge of its reputation.
Last night my wife and I indulged in one of our favorite seasonal fruits, organic concord grapes.
Concord Grapes
HOLLANDAISE SAUCE Recipe at Epicurious.com
"HOLLANDAISE SAUCE
2 large egg yolks
2 teaspoons tarragon vinegar
2 tablespoons light cream
Salt, cayenne pepper
1/4 pound sweet butter, frozen and cut into 8 pieces
2 drops lemon juice
Put egg yolks in glass heatproof bowl (or top of double boiler) and beat in the vinegar and cream. Season with salt and a little cayenne.
Stand bowl in pan of hot water (or top of double boiler over hot water) over a slow fire and beat with a small wire whisk until the mixture is as thick as heavy cream. It is important that the water should not boil; add cold water if it gets too hot.
Beat in the frozen butter, piece by piece, adding another piece only when the previous one has been absorbed. When all the butter is absorbed, add lemon juice. To hold, stand bowl in a pan of lukewarm water, cover top with foil. "