Archive for August, 2005

 

Hula Web Interface

August 21st, 2005

Hula Web Interface.   I've put up a demo of the new Hula web interface for the calendar that Joe Gasiorek built this summer.  [nat friedman]

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Kudos to the Holy Father

August 21st, 2005

Kudos to the Holy Father. The LA Times reports: Pope Benedict XVI chose unusually tough language Saturday to tell Muslim leaders they must work harder to combat terrorism and steer youth away from “the darkness of a new barbarism.” On the third day of his first foreign trip as pope, Benedict met with 10 representatives [...]

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Ambrosia releases EasyEnvelopes 1.0.0

August 20th, 2005

Ambrosia releases EasyEnvelopes 1.0.0. Ambrosia Software has announced the release of EasyEnvelopes 1.0.0, a free Mac OS X Tiger Dashboard widget for quickly and easily printing envelopes… [Meerkat: An Open Wire Service]

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Blinksale Notes

August 20th, 2005

Blinksale Notes. This evening (one week since my first attempt), I was successfully able to sign up at Blinksale. Unfortunately, as I explored the application for a few hours, I ran into some things that will likely cause me to cancel my subscription before I ever actually send an invoice. Here are the notes I [...]

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Map Space

August 20th, 2005

Map Space. The $3.4 billion market for local search is heating up between Yahoo, Google, America Online, MSN Virtual Earth and Amazon's A-9, with mapping a key component. But maps come in different flavors and may not have a search component. Take, for example, the Akamai Net News Index. It offers a near real-time display [...]

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'War Powers': Original Intent

August 20th, 2005

'War Powers': Original Intent. American presidents have enlarged the war powers of their office far beyond the framers' vision, says Peter Irons. By EMILY BAZELON. [NYT > Books]

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Companies have more latitude to spend on deals when they can make the case that consolidation will lead to stronger profits in the future, despite evidence that merger results often fall short. That's one reason tech M&A rose 20% last year, to $60 billion, according to Thomson Financial. The total is on track to rise 10% more this year.

The other reason for the mergers and acquisitions is a decreasing return from research and development. While some companies in high growth areas are still spending major money on R &  D, those in more mature industries see less growth out of innovation.

As the article puts it:

The deals are clumped in a handful of sectors. In markets where growth has slowed sharply, consolidation is one of the few paths to boosting profits. That's true in traditional wire-line telecom-one reason Verizon Communications is buying MCI, while SBC Communications is acquiring AT&T.  It's also true in corporate software, where Ellison is leading the merger wave. Oracle acquired rival PeopleSoft for $10.3 billion, all in cash, in January, and Ellison says he's considering more deals.

Among the upcoming targets predicted in the article are cell phone company T-Mobile, Research in Motion (the maker of the Blackberry), customer management software developer Siebel, and business analysis software maker Hyperion.

In any case, the article notes that we may be reaching a slowdown in tech innovation, at least in many sectors. Firms like Microsoft, Oracle, and Dell are becoming more like Procter & Gamble and McDonalds than like the startups they once were.  [
Oligopoly Watch"> Tech acquisitions and innovation

An excellent piece in a recent BusinessWeek (“Too Much Cash, Too Little Innovation”, 7/18/05) tracks the recent rise in tech company acquisitions. The key factor is that the big tech companies are flush with cash, many of them sitting on billions in reserve.

The problem is what to do with cash. One solution is paying dividends, something which announces that a company is no longer a growth company. Then there is spending on innovation, something that some bigger companies are seeing smaller paybacks from. And then there are mergers and acquisitions. According to the BusinessWeek article:

Companies have more latitude to spend on deals when they can make the case that consolidation will lead to stronger profits in the future, despite evidence that merger results often fall short. That's one reason tech M&A rose 20% last year, to $60 billion, according to Thomson Financial. The total is on track to rise 10% more this year.

The other reason for the mergers and acquisitions is a decreasing return from research and development. While some companies in high growth areas are still spending major money on R &  D, those in more mature industries see less growth out of innovation.

As the article puts it:

The deals are clumped in a handful of sectors. In markets where growth has slowed sharply, consolidation is one of the few paths to boosting profits. That's true in traditional wire-line telecom-one reason Verizon Communications is buying MCI, while SBC Communications is acquiring AT&T.  It's also true in corporate software, where Ellison is leading the merger wave. Oracle acquired rival PeopleSoft for $10.3 billion, all in cash, in January, and Ellison says he's considering more deals.

Among the upcoming targets predicted in the article are cell phone company T-Mobile, Research in Motion (the maker of the Blackberry), customer management software developer Siebel, and business analysis software maker Hyperion.

In any case, the article notes that we may be reaching a slowdown in tech innovation, at least in many sectors. Firms like Microsoft, Oracle, and Dell are becoming more like Procter & Gamble and McDonalds than like the startups they once were.  [
Oligopoly Watch

August 20th, 2005

Tech acquisitions and innovation An excellent piece in a recent BusinessWeek (“Too Much Cash, Too Little Innovation”, 7/18/05) tracks the recent rise in tech company acquisitions. The key factor is that the big tech companies are flush with cash, many of them sitting on billions in reserve. The problem is what to do with cash. [...]

Companies have more latitude to spend on deals when they can make the case that consolidation will lead to stronger profits in the future, despite evidence that merger results often fall short. That's one reason tech M&A rose 20% last year, to $60 billion, according to Thomson Financial. The total is on track to rise 10% more this year.

The other reason for the mergers and acquisitions is a decreasing return from research and development. While some companies in high growth areas are still spending major money on R &  D, those in more mature industries see less growth out of innovation.

As the article puts it:

The deals are clumped in a handful of sectors. In markets where growth has slowed sharply, consolidation is one of the few paths to boosting profits. That's true in traditional wire-line telecom-one reason Verizon Communications is buying MCI, while SBC Communications is acquiring AT&T.  It's also true in corporate software, where Ellison is leading the merger wave. Oracle acquired rival PeopleSoft for $10.3 billion, all in cash, in January, and Ellison says he's considering more deals.

Among the upcoming targets predicted in the article are cell phone company T-Mobile, Research in Motion (the maker of the Blackberry), customer management software developer Siebel, and business analysis software maker Hyperion.

In any case, the article notes that we may be reaching a slowdown in tech innovation, at least in many sectors. Firms like Microsoft, Oracle, and Dell are becoming more like Procter & Gamble and McDonalds than like the startups they once were.  [
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article

August 20th, 2005

Air defense oligopoly According to an article in Air Force magazine (“What's Left of the Defense Industry”, July, 2005), many in the defense community are asking whether consolidation in the defense industry has gone too far. As the author notes: Once, the US military industry comprised dozens of major manufacturers and subcontractors, lineal descendants of [...]

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Using Fastpush to install VNC flavors to multiple systems

August 18th, 2005

Using Fastpush to install VNC flavors to multiple systems. Over at my Computerworld blog, I've just posted about using FastPush to deploy many of the available VNC flavors to multiple systems on your network automatically. Worth a read if you use VNC for remote desktop support in your organization… [Alex Scoble's IT Notes - A [...]

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But Joe, they do!

August 18th, 2005

But Joe, they do!. Joe Wilcox talks about how this worm in reality shines the light on customers and patch management: 'The real spotlight should be on customers and patch management. If Microsoft doesn't provide tools these customers deem adequate to quickly deploy patches, then Microsoft competitors and partners should seize the opportunity to do [...]

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