Written on
December 21, 2010 by
Steve
What’s the point of railing about Facebook, Twitter, LinkedIn, and Groupon?
Do we once again have a “bubble” in dot-com? Do we have a “pre-IPO dot com valuation mania” underway, centered around companies with questionable business models? That question is being asked a lot.
Now here is an example of a truly solid “dot com”: Google
In contrast to today’s social-media firms, Google has an insanely great business model. The made a fundamental invention which is changing the world, and delivers immense economic value.
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Written on
July 10, 2009 by
Steve
This panel session was moderated by Elizabeth Tinkham, Global Lead Consultant at Accenture with the topic being:
How is the innovation process different in large versus small companies?
The panelists were:
- Polly Sumner, President Salesforce.com
- Marissa Mayer, VP Search, Google
- Rashmi Sinha, CEO Slideshare
- Jasmine Kim, COO ImageSpan
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Written on
July 8, 2009 by
Steve
Today Google announced that it will supply a personal computer operating system
…signaling a bold move on Redmond that will likely reverberate within big tech for many years to come. The new operating system is to become available in beta form later this year, with broad availability during 2010.
Microsoft has been very vocally and publically working to get into Google’s core business – search and advertising – over the past few years. It looks like Google isn’t going to be held back from getting into Microsoft’s core business as well. This is a good thing for everyone, as it’s bound to stimulate competition and innovation. And it should become very interesting as it plays out; as this is definitely a “clash of the Titans”!
Early analyst reaction was primarily along the lines “interesting, but…”
It will take Google many years to budge Microsoft’s operating system market share. But how many of those analysts have USED Google’s Chrome Browser, which will become the basis of this new personal computing operating system?
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Written on
June 20, 2009 by
Steve
Microsoft’s Bing.com Search Engine, and Google’s “Chrome” Browser – are two “Wow!”‘s.
Chrome and Bing – a hot browser and search engine, respectively – are worth keeping your eye on.
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Written on
December 8, 2008 by
Steve
Will the $3.2B Sprint + Google+(et al…) mega-deal bring WiMax coast-to-coast in the USA?
Back on June 8 2008 we wrote about a deal announced by Sprint and Clearwire, that was the best news for WiMax imaginable: http://tinyurl.com/cjo59d
Money flow... the Sprint - Clearwire deal!
This is a Mega-deal between Sprint, Google, Clearwire, Comcast, Time Warner, and Intel, which was intended to create “the NEW Clearwire”, facilitating a nationwide rollout of 4G WiMax wireless broadband. At the time we pointed out that the equity and bond markets would need to remain healthy in order for this deal to happen. And that it would need to be cleared by regulators, not to mention lawsuits and appeals from NexTel dealers claiming breach of contract. There were some checks written, but Clearwire currently has only a minimal WiMax “footprint” in Portland, Baltimore, Boise, and Las Vegas. At least $3 to $5B more would be required to build out WiMax nationwide. Analysts don’t expect Clearwire to become profitable for six years. They will report a $688M loss for 2008.
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Written on
July 23, 2008 by
Steve
And they're off!
This panel, moderate by Adam Zawel from INmobile.org, examined the phenomena which started about 18 months ago, with Google’s announcement that it would participate in the 700MHz wireless auction. That being, the “open mobile” idea wherein in concept, wireless customers will be able to connect with device purchased via channels other than the carriers, will be able to connect to cellular networks and run “any application” via the internet (as they largely do in Japan, Korea and Europe now).
The panelists were:
Anthony Lewis, VP Open Development, Verizon Wireless
Rich Miner, VP Mobile, Google
Matt Murphy, Partner, Kleiner Perkins Caufield & Byers
Mark Rolston, Chief Creative Officer, Frog Design
David Rivas, VP, Strategy & Business Dev, Software Platforms, Nokia
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Written on
July 23, 2008 by
Steve
This panel, moderated by Rajeev Chang, Managing Director at Rutberg & Co, National Chair, Technology, Sonnenschein, examined the prospects for Tech M&A and IPO over the next two years.
The panelists were
Sumit Agarwal, Senior Product Manager, Mobile, Google
Mark Collins, VP Consumer Data, AT&T Wireless
Cormac Conroy, VP of Engineering, QCT Modem Technology, QUALCOMM
Bob Iannucci, CTO, Nokia
Peter-Frans Pauwels, CTO, TomTom
Moderator (Chang): What is the biggest location based service?
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Written on
May 6, 2008 by
Steve
The “super news” the WiMax industry has been waiting for appears to be on the way later this year:
summary Wall Street Journal article: Tech Firms to Build WiMax Network in U.S.
This $3.2B proposed cross-sector tech investment banking deal and joint venture announced May 7 2008 is to be consummated this fall after regulatory review, will allow Sprint to spin XOhm into Clearwire, gaining majority 51% ownership while also receiving financial backing from partners Google, Intel, Comcast, Time Warner Cable, and other important backers. This is the most interesting large-scale tech deal of 2008, barring the failed Microsoft-Yahoo discussions, with potentially a huge 5-10 year impact on growth across most the big tech sectors. Keep in mind though – it is still only a proposed deal, not a done deal! It is easy to lose sight of that while reading about it in the financial media.
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Written on
February 12, 2008 by
Steve
How the 700MHz bid is related to the “net neutrality” brouhaha. Why Google’s 700Mhz plans could become the tech news of 2008, and the impact beyond. Is there is an elephant in the room?
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