Random bits
Posted on May 29, 2007
Here are some random bits of thoughts that we pondered as we watched the markets, evaluated companies, considered the technologies, and followed the trends we cover:
Microsoft controls all the action on its gaming platform. From advertising to transactions any game company must agree to the terms. Even Electronic Arts went along with it. This represents at least one area where Microsoft seems to be far ahead of Google.
The foundering of the Semantic Web presents a troubling problem for the evolution of Web-based services. What are left are baby steps and API hopes.
Does Activision own Guitar Hero or not? Evidence seems to suggest it doesn’t even tough it is telling investors it does.
The market for video and VoIP has become hyper-competitive already with major incentives for customers to swap out existing systems. Doesn’t bode well for gross margins.
Gasoline is a consumer product rather than an energy commodity. Prices may reflect raw energy costs less in the future as it turns out consumers drive their cars only with gasoline and have little choice but to do so. Refiners seem like good investments if the industry can really hold the line on price.
Just about every state and local government is busy enacting measures to support the installation of alternative energy technology such as solar and wind.
What does it mean that Alberto Gonzales can continue to occupy the office of Attorney General of the United States after 1) saying he didn’t know what was going on in his department, 2) admitting that he lied about that was involved but not in every discussion, 3) during a subsequent inquiry said repeatedly that he couldn’t recall what went on during meetings over just the prior few months and 4) could say that although he couldn’t remember anything he was sure that nothing improper had happened? Imagine if this was your CFO? What’s going on with the U.S.?
–Kris Tuttle
Microsoft, Semantic Web, Guitar Hero, Activision, VoIP, Google
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