Microsoft reported Q3 results yesterday and they weren’t pretty – the first ever drop in overall revenues compared with the year ago quarter and online revenues down 14% were the main lowlights, although good news was thin on the ground. I will leave the detailed commentary to others more qualified, but it looks to [...]
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We are in the midst of earnings season right now and different companies are faring very differently: Google revenues were up 18% – as I wrote last week Yahoo! yesterday reported revenues down just 1% Sun Microsystems also reported yesterday with revenues down 10.9% on the year ago period IBM reported last week with [...] The NY Times has a great article today about the impact of $200 laptops on the IT industry. The first, and most obvious point is that they are bad news for desktop software companies like Microsoft. These laptops achieve their pricepoint by running open source software and cutting down on local processing power. And [...] Amongst all the doom and gloom I’ve felt like slitting my wrists at points over the last couple of weeks so it was good to hear the positive sentiment coming from Google, IBM and Nokia yesterday. Google’s earnings fell short of expectations, but that was due to increased expenses and reduced investment income [...] My last post of 2007 was entitled No predictions for 2008. I wrote that in part because I’m reading Taleb again and you can’t turn a page of his book without being reminded of how people are wrong more often than they are right when it comes to the business of forecasting the future, [...] In the words of IBM: “The next five years will hold more change for the advertising industry than the previous 50 did. Increasingly empowered consumers, more self-reliant advertisers and ever-evolving technologies are re-defining how advertising is sold, created, consumed and tracked.” From The end of advertising as we know it, IBM 2007. Spot [...] Check out this video of Sun’s Virtual Workspace. They have built a Second Life style collaboration environment focused on commerce. Very cool. More detailed info is available on Sun’s site here. They call the initiative MPK20 (obviously not because they want me to remember it). Being like Second Life, it is avatar based. [...] I wrote quite a lot about Second Life around the turn of the year, but seem to have written less recently (all the archives are here). I think that is because my interest has moved from understanding whether SL has legs and is going somewhere (it is) to trying to figure out what [...]
I have been thinking for some time of writing a post in response to some of the chatter about the problems at Second Life. You can read here and here about the extent to which Second Life is really an economy – it’s not, the extent to which it is all sex and gambling – it is, [...] |
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