Good morning, I had a terrible weekend. I’ll explain why — on to the update: Getting Amazon (Partly) Wrong Back up to Friday: I was pretty pumped about Amazon’s AWS numbers at first glance, but then, while writing last Friday’s update decided they weren’t so good after all. In the process I did mess upSubscribe […]
Daily Update: Amazon, Microsoft, and Google Earnings
Good morning, The earnings onslaught continues. On to the update: Amazon Earnings Amazon’s management did a better job of avoiding income taxes this quarter: the company is back to its usual — and surely intentional — loss-making ways. From The Wall Street Journal: The Seattle company reported a loss despite rapidly rising sales, as itSubscribe […]
Daily Update: Facebook Earnings, Google Launches Project Fi
Good morning, Earnings season is here, plus a big(?) announcement from Google. On to the update: Facebook Earnings Facebook had another good quarter, and the stock is up…oh wait, just like last quarter the stock is down after-hours. Last quarter’s slide didn’t make sense at the time, and quickly reversed itself: as of yesterday’s closingSubscribe […]
Daily Update: Samsung’s Retreat, The Uncrossable Curve?, Gawker Writers Seek to Unionize
Good morning, Moore’s Law really is fifty years old: the original paper was in 1965, not 1975. Ugh! On to the update: Samsung’s Retreat While I have used the smiling curve to explain the dilemma facing publishers, as I noted at the time the very concept came from the world of Asian OEM’s — AcerSubscribe […]
Daily Update: Remembering Microsoft’s Antitrust Trial, Microsoft and Yahoo Renegotiate Search Deal, Microsoft Partners with Cyanogen
Good morning, It’s a Microsoft heavy day, ranging from the (relatively speaking) distant past, the present, and perhaps the future. On to the update: Remembering Microsoft’s Antitrust Trial Not. My. Week. Yesterday I wrote that the Microsoft antitrust case was in 1998; wanting to be sure I checked Wikipedia which to my surprise said 2001.Subscribe […]
It’s Not 1999
The question of whether or not we are in a tech bubble has been raised regularly for years now; 2012, particularly Facebook’s acquisition of an app1 called Instagram for a ridiculous2 $1 billion, was a particular high point. The fact that Instagram is now valued at $35 billion suggests the 2012 doomsayers were just a […]
Daily Update: Microsoft is Rebuilding Office, Amazon Home Services
Good morning, Jay-Z and friends launched a new streaming service yesterday called Tidal. Lots of folks are dumping on it, and while I agree it will probably fail, I think it’s more important than it might seem at first glance; it’s also a very interesting way to look at the music industry – look forSubscribe […]
Daily Update: Intel Reportedly Buying Altera, Tim Cook’s Op-Ed
Good morning, I got a ton of responses about the Weekly Wrap-up, with probably about 75% in favor. To be clear, I have no intention of turning the Daily Update into YAENWABOLASWC (Yet-Another-Email-Newsletter-With-A-Bunch-Of-Links-And-Some-Witty-Commentary). Some weeks just happen to be busier than others, and I have a lot of opinions ;). Anyhow, I really appreciate theSubscribe […]
Daily Update: Was I Wrong About Cyanogen?, Weekly Wrap-Up
Good morning, I’m trying something new: a weekly wrap-up where I touch-on a few interesting stories that I didn’t have room to address more fully. But first a bit of a brain dump. On to the update: Am I Wrong About Cyanogen? I concluded yesterday’s newsletter by writing: The truth is that for normal consumersSubscribe […]
The Facebook Reckoning
Publishers are wringing their hands about whether or not to utilize Facebook’s Instant Articles, but the truth is most have no choice