--------------------
Say that again...
--------------------
"CBS is using the unique nature of this medium to cycle the online
audience back into television viewing, embracing this medium in a way that
no network has ever done before."
- Bob Pittman, President of AOL overreacting to the fact that CBS spent
way too much money to buy some ads on AOL.
"We believe that the integration and cross programming of traditional
and new media are the key to making the Web a true mainstream experience.
Community is the flash point where that convergence will take place."
- Peter Friedman, Chairman of Talk City on raising an additional $34
million in funding from major media companies, proving that too much money
can effect your ability to make statements that mean something.
"A hole in the Internet that shareholders pour money into."
- Guy Kawasaki, founder of Garage.com and old Apple guy, explaining
his definition of "portal" in the Wall Street Journal.
"The thing that disappoints me the most about Bill Gates and Microsoft
is not so much their ethics as the fact that they have no class. It's just
so disheartening."
- Donna Dubinsky, cofounder (and recent jumper off the ship) of Palm
Computing, in Salon.
------------------------------------
Who Said the Net is a Mens' Club?
------------------------------------
Women and children were all the rage online this week. The NYTimes
announced its learning network, CBS announced plans to develop online programming
for children, and PBS redesigned its online kids page... Meanwhile, iVillage
did a fairly poor job hiding the idea that an acquisition by Hearst might
be in their future. Of course, things look less than wonderful for
iVillage now that Oxygen Media has snapped up AOL's women's areas and will
run their women's channel... Meanwhile, womenconnect.com announced that
they're adding more news to their site from the National Journal Group...
------------------------------------------
Earnings Reports, IPOs and the like
------------------------------------------
Rockwell to take a huge charge in the fourth quarter and spin off its
semiconductor unit (man, it must suck to be in semiconductors these days)...
NEC expects big losses... Healtheon, the super-hyped health care software
provider delays its IPO (again)... Meanwhile eBay is getting ready to come
flying out the door... Adaptec cuts another 200 jobs... HP cutting jobs
(no word on how many yet)...
------------------------------------------------
Rumors, Conspiracies etc. of the week...
------------------------------------------------
DoubleClick is looking at ditching DoubleClick Direct as a failure...
The return of AltaVista. Compaq is apparently talking with Yahoo!
and Time Warner about a possible joint venture (this actually makes quite
a bit of sense if you stop to think about it). Of course, the other
bit of news is that AltaVista may be losing some high level execs since
they're moving across the country and not everyone wants to go... TheStreet.com
is getting ready to announce a new CEO...
--------------------------
News you could do without
--------------------------
Thanks to all of the Intel employees for pointing out that my story
last week on the Intel 390-pin design was out-of-date, wrong, and just
plain dumb. The fact checkers have been sacked and the source barred
from further participation in this newsletter... Arbitron buys Northstar
Interactive and moves further into the online measuring world... The Starr
Report leapt to the top of barnesandnoble.com's & Amazon.com's best
seller lists... Cisco buys Clarity Wireless... AOL expects to get 50% of
new Internet users over the next few years (they grow cocky)... Oracle
claims e-commerce will grow 200% a year for the next few years... Netscape
and Qwest sign a "strategic" agreement which may allow them to create some
form of unified messaging (I'll believe it when I see it - but I won't
bet against them right now, either)... CBS promoting its fall lineup on
AOL... Priceline.com expanding to reverse auction off hotel rooms... Intergraph
seeks summary judgment in their case against Intel... Swedish political
site hacked on election night... Steve Case admits that he chose to use
MS IE over Netscape to get better presence on the Windows desktop (well,
duh)... Yahoo! looking for someone to takeover the MCI spot (well, let's
see, AT&T has already made deals with all their competitors, so...)...
Motorola delays new chip plant in Virginia... Ciena trying to blame *everyone*
else for its failed merger (and, they've decided to lower their stock option
exercise price - because, of course, they can't blame the workers when
the entire world was really out to sabotage them)... Wired reports that
"news providers on the Internet who mix content and commerce may be reaching
for profitability at the expense of their credibility" (that's what I love
about Wired - they take the obvious and make it sound like they discovered
it)... The Pentagon realizes that maybe they put up too much info on their
website (things to think about before going live when one has top secret
info)... Divx prepares for national launch as most expect it to flop royally.
Circuit City, of course, reports that initial trials are "encouraging"
(which, to me, is such reserved language, I would say the results are probably
anything but encouraging)... Toys R Us is closing down 90 stores, as they
complain that children are spending more time on the Internet, rather than
playing with their toys (damn kids)... ZDTV finally to be offered in Silicon
Valley (does anyone really care? We've all got the web - does anyone
really get their technology news from TV anymore?)... Onsale announces
that they're really focused on selling to small businesses the same week
they unleash their second attempt at person-to-person auctions on Yahoo!Auctions
(wait just a sec...)... Son o' CDA's twin receives House subcommittee endorsement
(they just keep trying, don't they)... Microsoft says the rumors of an
"increased availability" to NT source code is greatly exaggerated... Bank
of America's online banking goes down for a period of time... AOL goes
down for the morning (I still don't understand why people feel the need
to use AOL)... Hotmail has another error (no, could it be?)... Intel trying
to get StrongARM chips into CE devices (and who says Intel and Microsoft
are splitting up?)... Following Salon's Hyde story, the online magazine
receives death threats, hacks, and denial of service attacks (can someone
explain what was *so* bad about what they did?)... PacBell is fined for
not telling folks that they provide really bad service on ISDN installations...
News.com reports that the Clinton video was "distracting" workers online
today (don't people have better things to do at work?)... MSN gets $60
million from various search engines to be on MSN (who, apparently, all
failed to notice the lack of the word "exclusive")... Last week's rumor
about Disney using go.com as a portal is confirmed... Excite dumps WhoWhere
as an email provider, though they claim it has nothing (really!) to do
with WhoWhere being purchased by Excite competitor Lycos (uh, yeah, sure)...
------------
Surprises:
------------
The U.S. Government took another small step towards relaxing export
limitations on encryption technologies (slowly, but surely)... Who said
Internet companies were dead? NBC, Hearst and Cox Interactive Media
all invested a combined $34 million in Talk City Inc. this week (for some
reason I get this picture in my head of fat cats in suits slobbering)...
Intel takes charge in trying to get "major" Unix systems to work together
to develop guidelines (by "major" I assume they mean Linux gets ignored)...
Lockheed to buy Comsat for loads of money... NCI (my goodness, they *do*
still exist) beat out Microsoft to win a set-top box deal in Belgium (um,
okay, maybe not that big a deal)... The US Gov't thinks that companies
should share information on Y2K solutions (a nice way to say they just
found out the lights really *won't* turn on January 1, 2000?)... A man
in Florida has been banned for life from doing business on the Internet,
after defrauding dozens of people in online auctions (does this mean he
can't even buy items over the internet?)... It was a surprise that people
were actually surprised by Compaq's announcement that they plan to start
using Alphas instead of MIPs in Tandem machines (I mean, come on, do you
use your own technology or a competitors?)... Globalstar demos its system,
which works even if it's 12 satellites short (er... smashed)... Microsoft
apologizes to members of the SPA (but, of course, they still haven't done
anything *legally* wrong - man, that argument sounds familiar - where are
the impeachment calls?)...
-------------------------------
(Mis)Uses of Technology:
-------------------------------
Microsoft's "Take Control" is a new $350-$400 remote control built
with Harman International Industries (no offense, but I have no desire
to deal with a $400 remote control that crashes on a regular basis)...
More online courses. Now Kaplan Educational Centers is going to have
a law degree offered online... Auctioning off a personalized AOL "keyword"
(bidding for suckers starts at a mere $25,000)... HP introduces a portable
copier, weighing less than a pound, but offering the same speed and quality
as a regular copier... trade.com goes up for auction next week. Starting
bid? $100,000... Microsoft planning a feature that alerts you when
patches are available every time you log in to the Internet (a feature
that wouldn't be need if... oh, forget it)... IBM's new wearable PC (apparently
a fully functional machine - a modular, wearable Thinkpad)... The $500
iMac lookalike from Korea, built on Intel architecture (possibly belongs
in the overhype category - I mean, is this really that big of a deal?)...
All these new walkman-like MP3 devices (now the question is, does the industry
finally support it, or do they continue to whine and complain)... Well,
if everyone's doing it: JVC jumps into the email-by-phone business... Qualcomm
finally gets around to telling everyone about its plans for a combined
PalmPilot/cell phone, and then tells us we need to wait until 1999 for
it (gah!)... "Clever" search technology looks for contextual information,
rather than just keyword matches...
----------
Studies:
----------
According to IDC, online sales of software will reach nearly $6 billion
by 2001, and corporate software licenses will be entirely done online within
a decade... Over 90% of respondents to an online CyberCash study said they
would like to pay bills online (while this is all well and good, I think
the sample may have been a little skewed)... Forrester Research pointed
out that online grocery shopping services are not likely to do too well
over the next few years... A Dataquest study says that WebTV has a limited
future. According to the study, the set top box concept isn't going
anywhere (of course, this doesn't mean Microsoft can't just take the technology
and build it directly into TVs or other devices)... Media Metrix echoes
ReleventKnowledge's report that not much new is happening in terms of the
top 5 web sites... A new study from Nielsen goes against what everyone
thought, saying homes with Internet connections are watching more television
this year than last...
-----------
Overhype
-----------
NBC is going to be putting together a huge hype-fest for Snap!.
I wish them luck... Intel licensing streaming technology to RealNetworks.
It's really not that big of a deal, and certainly shouldn't be viewed as
a stab at Microsoft. Where do people get these silly ideas?... Yes,
the effects of the hack on the NYTimes *still* linger on. Do we care
that much? I didn't think so...
--------------
Predictions:
--------------
Psychologists are going to come up with some sort of addiction to massive
amounts of computing power. This week a consultant for US West found
himself under investigation, after using the cycles of over 2,500 machines
to work on a centuries old math problem that he was trying to solve in
his spare time. His defense? The computing power available
at his fingertips was "just too tempting". Indeed...
------------------------
Too much free time:
------------------------
I have to admit, I could have lived for weeks using this guy's various
sites for this section, but I'll give you the main page and let you explore
on your own: http://x42.com/
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