Netizen

Friday, December 14, 2012

Why Apple Can't Do TV

Apple can't do TV. It is because Apple thinks TV is a software problem. When Steve Jobs failed with that paradigm he started saying it was not software, it was the industry that was refusing to play along that was the problem. That was progress on his part, but that was not it.

Could Apple Do TV?
Has Apple Peaked?
Touch Is Transient

TV is a broadband problem, or rather a slow broadband problem. The key to reshaping TV is helping move to gigabit broadband speeds. At that universal speed you will have reshaped both TV and movies.

G For Giga, G For Google

Apple is nowhere close to entering that paradigm. Tim Cook wants to take another shot at the TV thing. But he will fail. He is still a prisoner to the thinking that says TV is a software problem.

Not.

Smartphones Rule

Source: Business Insider

Thursday, December 13, 2012

Larry Page Speaks

“Our job is to think of the thing you haven’t thought of yet that you really need.”

Fortune Exclusive: Larry Page on Google

was only Page's second wide-ranging conversation with a print publication since becoming CEO of Google in April 2011 ..... 70-minute discussion ...... It's my job and my personality never to be satisfied. ..... I've been saying the same thing about search in some sense for ten years or so. The perfect search engine would really understand whatever your need is. It would understand everything in the world deeply, give you back kind of exactly what you need. .... The fact that a phone has a location is really helpful for monetization. .... I view a whole bunch of things as additive that you can do on mobile that you couldn't do before. And I think with those things, we're going to make more money than we do now. ..... I think there's no company you would choose that would be better positioned to transition and innovate in mobile advertising and monetization. We've got all the pieces we need to do that going forward. ...... In general I think there's a tendency for people to think about the things that exist. Our job is to think of the thing you haven't thought of yet that you really need. ..... All the big technology companies are big because they did something great. I'd like to see more cooperation on the user side. The Internet was made in universities and it was designed to interoperate. And as we've commercialized it, we've added more of an island-like approach to it, which I think is a somewhat a shame for users. ......... it's actually hard to get people to work on stuff that's really ambitious. It's easier to get people working on incremental things ..... We had 18 different ways of sharing stuff before we did Plus. Now we have one way that works well ...... we actually need to understand things and we need to understand things pretty deeply. People are a component of that. ..... if you're vacation planning. It would be really nice to have a system that could basically vacation plan for you. It would know your preferences, it would know the weather, it would know the prices of airline tickets, the hotel prices, understand logistics, combine all those things into one experience. And that's kind of how we think about search. ....... we're very good at accepting worldwide payments ..... I think I have great advisors. There's a lot of people in our ecosystem and board members and so on who I rely on, and Sergey, as well, and Eric. ..... But I think again I'm a little bit in uncharted territory because I think what I'm trying to do is not -- I can't point to another company and say, "I want to do what they're doing." So I'm trying to cause something to happen, and it's not obvious how to make it happen. ....... As we start up new things, as we're working on new areas, as change needs to happen, I tend to get very deep. Then I make sure I have the right team and the right people are in place, and I'm confident they're doing the right thing. And then I'm gone for a long time. I might be gone for a quarter. ...... I don't see any particular reason why we shouldn't be much bigger, more impactful than we are now.

Larry Page: Google should be like a family
Nine Juiciest Bits From Google CEO Larry Page’s Fortune Interview
Larry Page: Steve Jobs and I were friendly 'at times'
Google CEO Larry Page: Can’t We All Say Kumbaya?
Google CEO discusses Apple relationship, mobile plans, and driverless cars in 70-minute interview

Wednesday, December 12, 2012

Peeping Tom

Hubble achieves deepest view yet

Monday, December 10, 2012

140 Billion Is Cheap

This 140 billion should have been part of the first stimulus. And if it was not, it has to be done now. This is the new interstate highway. Google showed the way. And now the US federal government has to step in and make it happen.

COLD WATER FOR GOOGLE FIBER FANS: COVERING THE WHOLE COUNTRY COULD COST $140 BILLION

it would cost Google an estimated $140 billion or more to make Google Fiber available to the rest of the United States. Since Google has “only” $45 billion on hand and since its annual CAPEX budget is $4.5 billion, it’s highly unlikely that Google Fiber will be rolling into most peoples’ neighborhoods in the near future

Cruising

The Ibex

Ibex’s Amazing Survival Abilities, You have to see this to believe it!

Sunday, December 09, 2012

Japanese Style Precision

Friday, December 07, 2012

Could Apple Do TV?

Man goes to moon. Does man then go to Mars? iPhone/iPad have been the moon. But TV is Mars. Steve Jobs tried and failed at TV. I am not optimistic about Tim Cook's chances of delivering on TV. TV is like cancer, it is like poverty, it is not any one thing. TV continues to be bigger than the whole of the Internet.

Apple could coast for a few years just on iPhones and iPads. But after that it enters Microsoft, Steve Ballmer territory. It matures. I hope I am wrong though.

Has Apple Peaked?

Visit NBCNews.com for breaking news, world news, and news about the economy

Thursday, December 06, 2012

Has Apple Peaked?

Image representing Tim Cook as depicted in Cru...

Image via CrunchBase

I think so.

The iPhone was a paradigm shift. The iPad was also a paradigm shift. But by now the Android platform is as good if not better in both those spheres, and there is no doubt as to who is the market leader. Android leads. The pace is to quicken.

And I don't see Apple coming up with the next big thing. Is it TV? I don't think so. TV is like cancer, it is not any one thing.

Tim Cook is average. The superb performance of the Apple stock for about a year after Steve Jobs' death can still be attributed to Steve Jobs. This guy was like the Kennedy of technology. The immense global media coverage of Steve Jobs and Apple after Jobs' death really helped Apple. Apple went to the masses. And the new versions of old products were already in the pipeline.

Tim Cook's real test would be if he could come up with another paradigm shifting product. I just don't see that happening. And that's okay. Not everyone can be Steve Jobs. People like him show up one or two in a generation.

The map fiasco that Apple had would never have happened under Steve Jobs. That was another tell tell sign.

I never believed Apple was on its way to becoming a trillion dollar company. On the other hand Google could end up there. But if it gets there it will have to have done so by 2020. And the clearest route to getting there is in the ISP space. Global gigabit wireless broadband supported by ads is Google's path to becoming a trillion dollar company.

Apple Drops 6.4% Due To Volatility And Uncertainty: The iPad Mini Is Out, Now What?

During the past 12 months, Apple shares have been up 42.7 percent, mostly due to two new products, the iPhone 5 and the iPad mini. With a new CEO and no new product in sight, volatility kicks in...... So the iPad mini is out. Now what? It’s hard to say what Apple’s next product will be, and especially Apple’s next breakthrough product. Steve Jobs passed away a little more than a year ago, and he still oversaw most of the products coming out today. ...... P/E ratio ... Microsoft’s is comparable to Apple’s.

Apple loses $34.9 billion in market cap in its worst trading day in 4 years, but why?

the company shed 6.43% of its value, to settle at a valuation of a mere $508 billion. ..... there could be a worst case additional 10% move to the downside. .... Digitimes. a well-respected industry publication, was reporting slower demand in the first part of next year. ..... Digitimes is suggesting a 20% q/q decline in Apple’s demand for parts and components in March. ..... something in motion tends to stay in motion unless acted upon. Heading up, Apple was a rocket, and now in the other direction it has been carrying weight