uh dispatch, we’ve got goats…

a whole lotta goats.

TiVo Desktop 2.3 Now Available

It’s funny that I read this just after listening to the guy from AT&T considering his company has major aspirations in the mobile entertainment business and in iptv. This is death from below for companies like AT&T, the capabilities of technologies well out of their control that don’t rely on their infrastructure.

TiVoBlog » Blog Archive [...]

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Sunday Morning Coffee
Online video - developments in trader education
Beware the iPod Rumors
Overvalued Company of the Week - Apple (AAPL)
Read more on IPod Effect, Online Video at Wikinvest

Supernova: Innovation in Established Companies

I missed most of the first panel on this topic, but Eric Shepcaro from AT&T is on stage with Kevin Werbach in a one-on-one interview.

I think it’s interesting that Shepcaro begins his talk by talking about how the Internet was predicted to be the death of the telco but “we’re still here and doing very [...]

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Check This Out! This Is Great Stuff!
Different Types of Orders Explained
Common Investment Misunderstandings
Cisco’s Surprise: the CRS-3
Read more on The Internet Impact at Wikinvest

AT&T rewrites rules: Your data isn’t yours

There’s a lot in these new rules from AT&T not to like, but with regard to the “legal process” issue I think they had to take this move because of the legal rock-and-a-hard-place they were in with regard to consumer privacy laws and legitimate government law enforcement and homeland security actions, although you could also [...]

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AT&T Inc. (T) Dividend Stock Analysis
AT&T Raises Distributions by 2.4%
Profiting off of AT&T and Calgon Carbon
Read more on AT&T, Yahoo! at Wikinvest

Larry Ellison – Cheap Bastard

All competitive arrows aside, this is one unfrickin real story about Ellison not honoring a commitment he made to fund a research institute and endow 5 professorships. I hope the coverage of this story shames him into writing the check. Classic Ellison, when it’s for some shiny new toy not a problem, but when it’s [...]

At Supernova Today

I am speaking at Supernova today, if anyone wants to hookup please drop me a note or call me on my mobile at 650-430-3947.

Reciprocation, Open APIs and caching data coming from web services

This is exactly where the notion of mashups comes up a little short in my opinion. It’s exceptionally difficult to deliver a service that features dependencies on 3rd party services, both from the user experience standpoint but also from performance and reliability. Mashups are a stepping stone to something more meaningful that has yet to [...]

Investing at the Intersection of Opportunity and Serendipity

Peter and Rafael Bracho came by my office a few months ago (probably about 6) to talk about what they were doing with this concept. As it turns out I had been thinking about something similar, I just lacked the vocabulary to describe it as eloquently as they were able to. Also, at the time [...]

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A CLOSER LOOK AT MAGIC FORMULA INVESTING
Interesting Dividend and Investing Sites to Consider
Better Investing's Most Active Stocks
Read more on How To Invest at Wikinvest

SOA 2.0 backlash

This is clearly targeting Oracle’s recent attempts to rebrand their technology initiatives as “SOA 2.0″, which IMO isn’t a bad attempt at hitching one’s wagon to the Web 2.0 meme that is quite hot right now. Having said that, I believe customers are smarter than Oracle is giving them credit for, and the Panorama Capital [...]

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Options Expiration – February 2010
Are Mashup’s a Good Idea?
Read more on Solutia Inc, Web 2.0, Oracle at Wikinvest

RFID enables pedigree

The use of RFID in pharma has been a hot topic for a couple of years because it offers the promise of combatting the two big problems in the drug business today, counterfeiting (Viagra) and illegal distribution (OxyContin). The FDA has had some contradictory rulings on RFID in the face of protests and endorsements from [...]

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