Archive for May 17th, 2009

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Maureen Dowd will save the newspaper industry

May 17, 2009

Her strategy? Plagiarize from blogs.

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Media consumption over the past 200 years

May 17, 2009

The only constant is change and during each period of change the amount of information being broadcast is massive (and amazing):

marketflow1.jpg

I doubt all that we’ll have are podcasts & targeted media – I think the next jump is everything broadcasting data: roads, trains, cars, toasters, buildings etc. The challenge is figuring out how to manage, what to mashup and how to present for consumption.

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The real reason Microsoft is selling bonds

May 17, 2009

To boost share price:

In short, issuing debt looks like just the latest step on Microsoft’s way to being a company that uses financial engineering to boost its share price rather than inventing new products. Now I know that Microsoft has thousands of very smart and ambitious employees, so the fact that it has become a sinkhole where talent goes in and nothing new comes out is sad. The simplest explanation is probably that Microsoft is not too big to fail (although maybe it is – what would happen to our economy if nobody were around to fix security holes in Windows and IE??!!), but simply too big to manage. In addition, software has a tendency to get more and more unwieldy and difficult to modify as it gets bigger and older, and Windows is one of the biggest and oldest programs around.

So maybe it’s a smart move. But it isn’t anything for Bill Gates to be proud of.

The stock return (not to mention product quality) during Ballmer’s tenure has been abysmal. It’s clear to everyone except Ballmer that Microsoft would be better off as four different entities or shedding 90% of useless projects.