Archive for January, 2010

• After the iPad – Wireless Price Wars?
  Chris Selland, January 29th, 2010 at 10:04 am, Comments: 0

  First I should get my opinion on the $AAPL iPad out of the way.  Yes, I want one – but I will probably get rid of my iPhone if I do.  Lack of multitasking and a keyboard drives me nuts. I want a $GOOG Android phone.
  iPad is cool media consumption device, but those who buy it [...]

• Google, China and “Digital Combat”
  DigiCha, January 26th, 2010 at 10:08 am, Comments: 0

  Today’s New York Times has a long and interesting piece by Markoff and others on US preparedness for cyberwar–In Digital Combat, U.S. Finds No Easy Deterrent. As usual anything by Markoff is a good read. I want to focus on several points in the article relating to Google ($GOOG) and China. I believe the points [...]

• Will Secretary Clinton’s Speech On Internet Freedom Kill Google’s Hope For A Compromise in China?
  DigiCha, January 21st, 2010 at 11:50 am, Comments: 0

  Secrectary of State Hillary Clinton is delivering a speech in which, according to the Wall Street Journal, she will announce that “the U.S. plans to make unrestricted access to the Internet a top foreign-policy priority.” I think it is wonderful that the U.S. will push Internet freedom globally. But the timing could probably not be worse [...]

• What IP Was Stolen From Google, And Where Does Morality Come Into The Picture?
  DigiCha, January 17th, 2010 at 12:34 pm, Comments: 0

  There is still much speculation and little true knowledge about what really drove Google’s ($GOOG) decision to publicly state that it is “no longer willing to continue censoring our results on Google.cn” and may consider shutting down their operations in China. We know Google was hacked, some of their intellectual property was stolen, and they now [...]

• What’s Up at RealNetworks?
  Chris Selland, January 14th, 2010 at 1:21 pm, Comments: 0

  Lots of activity in $RNWK this morning as the share price is up ~16% at the time of this post – following yesterday’s announcement that founder and longtime CEO Rob Glaser is stepping down.  Investors are clearly seeing this as a path to the sale of the company as Canaccord Adams upgrades them on buyout speculation and [...]

• Salesforce going shopping?
  Chris Selland, January 12th, 2010 at 11:56 pm, Comments: 0

  Looks like there’s a good chance my predictions that Salesforce.com ($CRM) will get more aggressive on the M&A front in 2010 are coming true.  Fellow Enterprise Irregular Larry Dignan has more details on the $500 million convertible bond issue.
  Of course, $500M likely does not a ‘game changer’ acquisition buy, but it can certainly help fund [...]