Yahoo! flying high. In 1981 when IBM was making a fortune in hardware and MSFT was a mouse and I was trying to earn a living in BP Oil with pen and paper, I reckoned that the systems people would get their comeuppance. Hardware was super expensive, software was less expensive and personal time and convenience was almost ignored. I reckoned that it would flip over as things developed.
But I didn't expect a total change as we are seeing. Now Mindshare is all, software is still costing a bit, but much is free and computing power like the company's old multimillion $$ mainframe sits under my desk [two of them networked] with a spare one disused in the bedroom.
Now here comes The Q! with wireless A4 or pdQ sized Mindshare, hardware and software operating on IP in the Web, all in one happy little bundle. Shared with Microsoft, but that's fine.
Yahoo! is amazing. Shall I short it? I tried to work out the value of advertising and mindshare combined with Web growth. When The Q! MSFT, Globalstar and Silk Road get finished, the world will be a cocoon of silk, satellites and wireless knowledge. Maybe Yahoo! is a bargain.
Meanwhile, the QUALCOMM MSFT meeting should be just beginning.
Mqurice
***Off topic*** China is getting stroppy with New Zealand because the government gave diplomatic immunity to some Taiwanese government representatives. Taiwan doesn't have official 'country' status. What with the USA being annoying because we allow free trade and they want the parallel importing prevention re-instituted and China now getting smart, I feel like an elephant trainer with a couple of unruly elephants. Heck, even Charlene Barshefsky might get in trouble if she allows herself to be pushed into the USA line - she'll look a real fool if she demands free trade with Europe in Telecoms but no free trade in New Zealand.
Well, China can take a running jump! Taiwan is it's own country although all the world seems to like to pretend that it isn't. The unelected kleptocratic bosses of China do not own it. It is an independent, self-financing, self-governing, happily functioning, civilized member of the international community. They have grown very wealthy on producing products which consenting adults have selected.
My Mum was born in China. Had to leave in 1923 when things got too belligerent. The communists even confiscated some of their property if my uncle Bill is correct - haven't seen the titles myself. I grew up in a Chinese area, Mangere, and have Taiwanese friends. So I've always felt quite an affiliation with China.
If China doesn't want to buy stuff from farmers in New Zealand, they are welcome to go shopping elsewhere. They sure aren't going the right way about getting a discount for my Globalstar and QUALCOMM products. |
