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Category: EIC2
December 4th, 2008
EIC podcast: Yahoo trial balloons; Mumbai and Twitter; E-commerce
In this week’s EIC 
squared podcast Dan and I talk about the Yahoo rumor mill, the holiday shopping season on tech land and the Mumbai terror attacks and Twitter.
First the Yahoo rumor mill. The latest is that former AOL CEO Jonathan Miller is trying to raise a few billion to take Yahoo private. Yeah right. Good luck with raising that scratch in this credit market.
We also touched on the economy and CES in January. While spending is a bit uncertain Dan noted that there is still innovation happening.
And finally we discussed the Mumbai terror attacks and how the Valley tried to turn the events into a Twitter case study. I noted that I was annoyed by the cliche stories about the coming of age of Twitter. Here’s the formula: Pick big event, note how everyone yaps on Twitter and then come up with a story on how the service has gone mainstream. Dan was a bit more diplomatic and added that filtering the good content from bad is critical.
And finally we previewed the rest of the month, which features two rare events: Holiday parties. Google and Facebook have shindigs for the press in the next couple of weeks. That’s good news since most media companies have canceled their parties. The tech press has to drink somewhere right?
November 20th, 2008
EIC podcast: Jerry Yang; BlackBerry Storm; Gadgets
On this week’s EIC squared Dan and I talk Yahoo’s new CEO, Verizon Wireless and the BlackBerry Storm, CES and pushing gadgets in a down economy.
First, the big news of the week was Jerry Yang and his move to step down as CEO of Yahoo. A lot of speculation revolves around who will become CEO. I said that the pick will reveal a lot about Yahoo’s intentions. We both agreed that it’s highly likely that Yahoo’s search unit will be sold to Microsoft. After all, Microsoft is already poaching Yahoo talent.
The other item of note is the BlackBerry Storm. Both of us played with it a little and generally liked it. The reviews (ZDNet, CNET, Techmeme) are everywhere.
And finally we talked about a few new gadgets Dan scoped out this week ahead of CES in January. The big question is what will the pitch look like and will consumers bite.
November 12th, 2008
EIC podcast: Best Buy's fall; Obama's CTO, Microhoo; Search wars
On this week’s EIC squared podcast Dan and I talk about the tech economy, Obama’s CTO, Yahoo and Microsoft’s potential deal with Verizon Wireless.
On the economy, Dan and I talk about the downward spiral that’s going on with consumer spending. Best Buy is the latest company to say October was a bad month. When will it end? And what does this gloom and doom mean for a tradeshow like CES?
We also spent some time talking about President-elect Obama’s plan to create a CTO cabinet position. The challenges for this new CTO–who is yet to be named–are immense.
And finally we talk about Yahoo and whether it should do a search deal with Microsoft. Both of us noted that such a deal makes sense despite the miscues on both sides. On a related front, Microsoft is looking to be the default search provider for Verizon Wireless at the expense of Google. I noted that there’s also an operating system play with this potential deal. Google wants Android in Verizon Wireless devices and Microsoft wants Windows Mobile in more places.
October 24th, 2008
EIC podcast: Tech demand murky
In this week’s EIC squared podcast Dan and I devote our time to the technology economy.
The market is mired in a funk and companies just can’t seem to figure out what demand looks like. Dan and I talk netbooks, Microsoft and Apple. As for Apple the big question is what will the company do with all those billions in the bank.
We also talk a little bit about next week when the Microsoft Professional Developers Forum (and Windows 7 and cloud computing) will dominate the news.
October 3rd, 2008
EIC podcast: Tech economy turmoil; Cloud computing; Citizen journalism fails
On this week’s EIC squared podcast, Dan and I talk about the economy’s impact on the tech sector, cloud computing and citizen journalism following the fake Steve Jobs heart attack story.
On the economy Dan and I covered a lot of waterfront. We talked about technology spending and how the earnings barrage that comes later this month will be a key indicator. The House had just passed a big bailout bill. I said that the financing arms of technology companies should be closely watched. We also touched on software as a service in a downturn and Sun’s prospects.
Regarding cloud computing, Dan’s hunch is the often abused buzzword would benefit from a slowing economy. Why build a data center when you can merely subscribe to one? We also touch on Microsoft’s cloud computing plans that CEO Steve Ballmer has been talking about this week in Europe. Amazon has already fired back.
And we ended on that fake story about Apple CEO Steve Jobs having a heart attack. Someone made out nicely on that Apple trade. As for citizen journalism it got a black eye.
September 19th, 2008
EIC Podcast: Wall Street; Sarah Palin's email; Web 2.0
On this week’s EIC squared podcast Dan and I talk Wall Street, Sarah Palin’s email being hacked and the state of Web 2.0.
The technology sector took a back seat to Wall Street this week. That’s where the drama was. We had meltdowns and bailouts and a lot of volatility only to remain roughly flat. Go figure.
Here’s a look at the Dow, which roughly mirrored the S&P 500 and the Nasdaq.
So what does this mean for the tech sector? For starters, consolidation in the financial services sector will have an impact on IT demand and tech workers. But so far it’s unclear how big that impact will be. For instance, Oracle said it wasn’t enduring any big pain in a solid fiscal first quarter report. Other wild-cards include IT spending, venture capital and whether technology buyers will just be more cautious following this week’s volatility.
Dan also riffed on Sarah Palin, the Republican vice presidential candidate, and how her email was hacked. The Feds are looking into the matter, but the larger question is whether you should conduct business on a personal Webmail account, which is easy to hack? Looks like the answer would be no (even though we’ve all intermingled work and personal emails).
And finally we talked about the maturity of Web 2.0. I attended the Web 2.0 Expo in New York and things seemed very business-like. Dan and I noted that by time we get bored with Web 2.0–right about now by the way–the business case and the mainstreaming of the technology will occur.
September 4th, 2008
EIC Podcast: Google Chrome; Apple; Dell and Salesforce.com
On this week’s EIC squared podcast Dan and I talk Google’s Chrome browser, Apple’s iPod event next week and my theory that Dell and Salesforce.com should merge.
On Google’s Chrome browser we riffed on the importance of the launch, how it’s really a battle over cookie files and how Mozilla’s Firefox browser may take a hit. You can find all the Chrome coverage you can digest on ZDNet and News.com.
The other main event coming up is Apple’s iPod event. Apple sent out the invite for its Sept. 9 event where it’s widely expected that new iPods are on the way. The sideshow, however, will be on Apple CEO Steve Jobs and his appearance following neverending rumors about his health.
And finally we kick around my theory that Dell and Salesforce.com could merge. I make my case, which admittedly could be a stretch, but stranger things have happened. A potential combination won’t happen today, but could be possible down the line.
As for next week, we’re on the road at Demo, TechCrunch 50, SAP TechEd, CTIA and Apple’s powwow.
August 27th, 2008
EIC Podcast: Apple-Psystar; Cisco vs. Microsoft; DNC; Dell
On this week’s EIC squared podcast Dan and I talk about that ongoing Apple-Psystar legal showdown, Cisco and Microsoft’s collision course, the Democratic National Convention and Dell’s plans for the cloud.
On Wednesday Psystar–that little Mac clone maker in Florida–sued Apple for antitrust violations. The big question: Does Psystar have a case?
Meanwhile, Cisco acquired PostPath for $215 million, a small sum for a deal with big implications. PostPath competes with Microsoft Exchange and Dan and I discuss how Microsoft and Cisco appear to be on a collision course–especially on the collaboration front. Would Zoho be a nice acquisition for Cisco?
Dan also riffs on the Democrat powwow in Denver, the experience and Joe Biden’s tech record and closes with a chat about Dell’s cloud computing plans and partnership with Salesforce.com.
August 13th, 2008
EIC podcast: Kindle; iPhone; Dell; IDF
On this week’s EIC squared podcast, Dan and I talk about Amazon’s Kindle and its prospects, iPhone’s distribution and Dell’s new laptops.
The never-ending guessing game that is Amazon Kindle sales picked up again. Citi analyst Mark Mahaney doubled his sales projection for the Kindle and noted that the Kindle is the next iPhone. Dan is skeptical: If Amazon was really moving Kindles it would have disclosed a sales figure already.
Speaking of the iPhone, Apple is landing some serious distribution via Best Buy. The retailer is likely to juice sales and get some extra foot traffic in its stores. It’s a win win for both parties. In the enterprise, Gartner gave the iPhone its blessing and HSBC is looking to deploy iPhones over the BlackBerry.
On Dell, Dan wondered what the company could do to really juice laptops. I noted that battery life–all 19 hours of it–and the ability to boot email, calendar and contact apps without the operating system could win over more than a few business customers. We were on the fence about the laptop color scheme in the enterprise, but agree cheaper flash drives would be a big feature.
And next week is Intel’s IDF powwow in San Francisco.
August 8th, 2008
EIC podcast: Olympics IT; LinuxWorld; Google
On this week’s EIC squared podcast Dan and I talk about the Olympic-sized IT effort behind NBC and Microsoft’s web site. We also talk about LinuxWorld and Google’s opt-out moves this week.
On the Olympics, it’s showtime for Microsoft’s Silverlight and the IT effort behind NBCOlympics.com. Will the Net hold up with all of that streaming video? How will Silverlight perform? There was plenty of testing ahead of the Olympics, but the scale will be immense. As Dan noted, it’ll be quite the case study a few months from now.
As for LinuxWorld, there was a collective yawn from folks this year. Why? Linux has gone mainstream, it’s a given that open source is popular in the enterprise and data centers just aren’t as much fun as the smash mouth approach of the software’s earlier days.
And I touch on Google’s opt-out policy now that it has merged the tracking efforts of its network with DoubleClick’s. Yahoo also bolstered its opt-out policy. Will people opt out in droves or proceed as usual?
July 30th, 2008
EIC podcast: Dell's music plans; Microsoft's Mojave; Broadband wars
On this week’s EIC squared podcast Dan and I assess Dell’s MP3 player trial balloon, Vista’s Mojave experiment and the broadband wars and whether any of the big players can actually win.
First up, Dell floated a trial balloon in the Wall Street Journal today and the general idea is this: Dell is going to try and launch a music player again–this time with software as its big selling point. The general idea is that Dell can be a hub of sorts where consumers can aggregate their music and movies. Both Dan and I were constructive on the idea given that DRM is basically dead. And Dell has improved its design chops so the idea isn’t a total stab in the dark. Will Dell threaten Apple? Nope. But hey it’s worth a shot.
We also talked about Microsoft’s Mojave experiment and how it illustrates Vista’s perception problems very well. It also means Microsoft is spending a bundle trying to rehab Vista’s reputation. The marketing ploy was one of the big takeaways from Microsoft’s financial analyst meeting this week.
And finally, I mull over the broadband wars as Verizon, AT&T and Comcast have all reported earnings. The upshot: No one is exactly winning. In fact, they are all likely to see margins fall as they strive to hold customers and out market rivals. In the end, that state of affairs is promising for consumers.
July 25th, 2008
EIC podcast: Microsoft's analyst meeting; Icahn's deal; Facebook
On this week’s EIC squared podcast, Dan is back and we talk about Microsoft’s analyst meeting, Kevin Johnson’s departure from the software giant, Carl Icahn’s deal with Yahoo and Facebook.
The big news this week was Microsoft’s financial meeting (see Mary Jo Foley and Ina Fried’s coverage) where CEO Steve Ballmer talked strategy and outlined the company’s plan for the year ahead. There was a healthy dose of enterprise and a lot of talk about search. I argue that Microsoft needs a little IBM-ish moment of clarity and that it should focus. Dan says that theory is nuts and Microsoft should be investing in multiple markets.
We briefly touch on Kevin Johnson’s departure from Microsoft. Johnson was the bigwig in charge of Microsoft’s platform and services division. He’s going to Juniper. We’re not sure what it all means, but it’s big.
In addition, Icahn blinked and called a truce with Yahoo. We both wondered how much power Icahn will really have. One thing is clear: Yahoo CEO Jerry Yang bought himself more time to turn things around.
And finally Dan recaps the Facebook developer conference and handicaps the company’s move to be a big portal.
July 17th, 2008
EIC podcast: Apple-Psystar; Intel; High tech in Israel
In this week’s EIC squared podcast Dan remains on vacation. Luckily, News.com’s always chatty Charles Cooper was around. Coop and I talk about the Apple-Psystar lawsuit, Intel’s earnings and the technology landscape in Israel.
This week’s podcast is a spin-off of the usual banter Coop and I have all day. Might as well do it on air once in a while.
As for the Apple lawsuit against Psystar, Coop wonders what took so long. As for the ultimate outcome, Coop went with the tame “Psystar has a few challenges” line (see News.com’s analysis). I reckon that Psystar is screwed (all ZDNet and News.com Psystar posts). If that little clone maker in Florida could barely keep up with demand it’s unlikely there’s an army of lawyers in the back room.
On tech earnings, we talked a little Intel. The results were pretty good and the company talked up its Atom chip. Then again, Intel may not be a great tech barometer for the U.S. After all, most of Intel’s sales are international and its gain is AMD’s pain.
And finally, Coop recaps his vacation in Israel and how it has become a tech hotbed. Coop talks venture capital, Israeli business and the quest for clean tech. Look for more Israel dispatches at Coop’s blog.
July 10th, 2008
EIC podcast: Vista; Midori; Microhoo; iPhone
On this week’s EIC squared podcast, Ed Bott, one of our Microsoft gurus, fills in for the allegedly vacationing Dan Farber, who apparently IMs and emails as usual while reportedly away. I chat with Ed Bott about whether Microsoft’s “we’re not going to take it” routine with Vista will work. We also talk about Microsoft’s Midori project, the latest in the Microhoo saga and the launch of the 3G iPhone on Friday.
First up, Microsoft said it was going to fight back about the Vista perception issues. Ed (right) questioned whether Microsoft will be successful, but did note that Vista today is a lot different than the one that launched initially. In fact, it works now. I joked that Microsoft’s marketing pitch should be something like “Vista: We got it right this time.”
On Midori, Microsoft’s next-next generation OS, Ed gave us a few more details. The backstory is interesting and there will be some converging code names as these newfangled operating systems with modules and hopefully multithreaded features emerge.
And then there’s the latest in the Microhoo saga. Microsoft and Carl Icahn are ganging up on Jerry Yang and Yahoo. Yang is fighting back. How long can Yang hold out?
Finally, there’s the iPhone. The reviews are decent, the anticipation is high, but there are some significant wild cards to consider. Of course, Apple will sell a bunch of them, but enthusiasm for the 3G iPhone does seem a little muted compared to the usual circus (all ZDNet, News.com and CNET coverage).
July 3rd, 2008
EIC podcast: Search wars; Viacom vs. YouTube (and its users)
On this week’s EIC squared podcast Dan and I talk about all the search happenings this week–Google and Adobe, Microsoft and Powerset and the never-ending Microhoo saga–as well as the Viacom vs. Google lawsuit.
It was a busy week on the search front. Adobe kicked off the week by announcing Flash is more searchable now. It could be a boon for the Webtop. Or as Dan pointed out–it just makes a lot of sense. What’s unclear is whether Flash will be search friendly everywhere–like on Microsoft’s search. Microsoft has said that Silverlight is search friendly too.
Speaking of Microsoft, the software giant pulled the trigger on its long-rumored plan to acquire Powerset, the semantic search startup. Dan noted that the Powerset deal isn’t a game changer, but could pay off down the line. We both agreed that Microsoft picks up some serious search brainpower.
Also on the search front there were the usual Microhoo song and dance. Everyone’s talking, but nothing is really happening–unless you consider peeved shareholders as considerable movement.
And finally, there’s the Viacom-Google lawsuit over YouTube. If you combined the worst aspects of a fishing expedition and a witch hunt what would you get? The Viacom suit. Viacom wanted Google IP in the name of copyright infringement, but only wound up getting the history of all YouTube users. The situation is fluid though as Caroline McCarthy reports and the YouTube user information may be stripped down a bit. Overall, it’s a win for Google and a loss for YouTube users.
June 19th, 2008
EIC podcast: Yahoo; Firefox 3, Gates' last week; Millennials
On this week’s EIC squared podcast, Dan and I talk the executive revolving door at Yahoo, the Firefox 3 launch, Bill Gates’ last week at Microsoft (sort of) and my Millennial fatigue.
First up, it’s not an EIC podcast without some Yahoo chatter. The latest: Everyone is leaving. I maintain Yahoo’s board is a mess. And Dan notes that Jerry Yang is likely to be a sacrificial lamb.
Meanwhile, it was a big week for Firefox 3 with 8 million downloads in 24 hours (all CNET, ZDNet coverage). There was a little bit of a rough start, but Mozilla recovered nicely. And it didn’t take long for hackers to target the latest browser.
And finally, we discuss my rant about Millennial. Will the corporate world be afflicted with attention deficit disorder. Probably.
June 13th, 2008
EIC podcast: Google-Yahoo; Apple WWDC
In this week’s EIC squared podcast we cook the week down to two items: Google and Yahoo and Apple’s 3G iPhone launch.
The biggest news of the week was Yahoo’s big ad deal with Google, which is designed to thwart Microsoft and Carl Icahn. At least it brings in $800 million in revenue–maybe.
The other big news of the week was Steve Jobs latest keynote at WWDC. The big takeaway: The 3G iPhone has generated some serious buzz. Also look out for the App Store and other goodies. Will corporations support the iPhone?
June 5th, 2008
EIC podcast: Wireless duopolies; Yang's fight; Jobs keynote coming
On this week’s EIC squared podcast Dan and I talk about the looming duopoly that’s forming between AT&T Wireless and Verizon Wireless, Jerry Yang’s prospects at Yahoo and next week’s Steve Jobs’ sermon.
First up, Verizon Wireless acquired Alltel for $28 million or so and now has 80 million subscribers to top AT&T Wireless’ subscriber count. I wonder if this consolidation could force a merger of Sprint and T-Mobile?
Meanwhile, it’s another week of Microhoo fodder. Carl Icahn blasts Yang. Yahoo fires back. And there’s a class action lawsuit too. The fun never ends. Dan has some interesting thoughts on how this Yahoo thing developed. It’s worth the price of admission.
And finally, we preview the Jobs keynote at the WWDC on Monday. On tap is a 3G iPhone, a Mac OS X update and more speculation than you can imagine. Are expectations too high?
May 30th, 2008
EIC podcast: D6; Comcast; Dell (and Dan's flight leaving)
On this week’s EIC squared podcast we’re a bit rushed as Dan’s plane is about to take off–without him. Nevertheless, we go through the D6 coverage of the week, Yahoo CEO Jerry Yang’s body language and Microsoft chief Steve Ballmer golfing.
I briefly talk about the week in security–Apple patches and the Comcast hack. And then we talk about Dell’s potential turnaround.
We apologize in advance for the audio–and the little kid crying over Dan’s shoulder. There’s a guest appearance by the attendant paging Dan if you listen closely enough.
May 21st, 2008
EIC podcast: Microhoo; OLPC and Twitter
In this week’s EIC squared podcast Dan and I talk Microhoo, the latest from the One Laptop Per Child project and Twitter’s business model–assuming it can stay up long enough.
Another EIC podcast first–Dan and I–were actually in the same studio. Go figure.
On the Microhoo saga, Dan riffed on Microsoft’s intentions for Yahoo, noted that the deal is about more than search and talked a little shareholder value. The big question: Will Microsoft do a weekend announcement over a long Memorial Day holiday?
Meanwhile, the OLPC unveiled its XO-2–an e-bookish type gadget. The goal is to get the price down to $75. Can the OLPC actually deliver it given some of the upheaval behind the scenes?
And finally Dan has Twitter’s business model all figured out. Meanwhile, I talked to an expert about Ruby on Rails, which has gotten a bad rap due to Twitter passage.
Larry Dignan is Editor in Chief of ZDNet and Editorial Director of ZDNet sister site TechRepublic. See his full profile and disclosure of his industry affiliations.
For daily updates, follow Larry on Twitter.
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