I told you so

Microsoft co-founder Paul Allen is out with his autobiography and Vanity Fair has an excerpt available online. As the Nth richest man in the world, Allen isn’t doing this for the money.  Maybe it’s for posterity. Maybe to settle old grudges, and he certainly does that in Vanity Fair.

The part of that excerpt everyone will be talking about this week is Allen’s story of overhearing Bill Gates and Steve Ballmer plotting to recover Allen’s Microsoft shares or dilute him into insignificance, this at a time with Allen was dying of non-Hodgkins lymphoma.  It’s a great story, that’s for sure.  But if you are a longtime follower of this column or its predecessor you’ve […]

Plutonium is forever

I have been doing business in Japan for 20 years, consulting for big and small companies, speaking at conferences, writing for Japanese publications, and helping both American and Japanese companies do business with each other. For years I flew to Tokyo once a month, generally in my role as giver of bad news, which I could get away with as an American. Throughout those 20 years I have been astounded by the energy and discipline of Japanese industry, and by its turgid impenetrability. For a country known for advanced technology, Japan is astoundingly resistant to outside ideas, as the current earthquake and nuclear crisis show yet again.

You’d think they’d want our help, and they do […]

Shoe death

This is my son Fallon’s shoe, a Skecher’s Hot Lights Chopper, U.S. size 12.  The toe, filled with LED lights, is glowing in the picture. It has been blinking at me from across the room all evening now. It reminds me of the heart of a shark I once saw beating on a dock in Boothbay Harbor, Maine, hours after it had been cut from the fish. Unlike that shark, Fallon’s shoe isn’t dead, but it is getting close, the flashes coming further and further apart.

Light-up shoes are a fact of life for American parents.  Fallon, who is four, is in the golden age of light-up shoes and he loves them.  But I gave little […]

IPV6 is coming (yeah, right)

Microsoft last week bought just over 600,000 IP addresses (a /10 block and a /11 block if you are counting) for $7.5 million from bankrupt Nortel. For a moment there it was everywhere on the web, a mild reminder of what happens during famine when gluttons hoard food. But what is really going-on here, and what does it mean in the near and longer terms? Well first let’s settle something: it is immaterial to Microsoft. Had the price been $7.5 billion or better yet $75 billion, I’d say that Redmond viewed as central to its survival having that block of addresses. But $7.5 million is pocket change and probably represents to Microsoft just a cheaper […]

Ivan the Terrible?

If you were Verizon CEO Ivan Seidenberg, faced with suddenly becoming the number two mobile phone company in America following an AT&T/T-Mobile merger, what would you do?  You could try to buy Sprint, and for all I know Seidenberg will do just that.  You could make a counter-offer for T-Mobile, but that would just be too darned expensive. If I was Seidenberg, though, I would try to poach customers — millions of customers — from T-Mobile.

AT&T is paying $1300 per T-Mobile subscriber and by the time the deal is finished extra costs will probably raise that to $1400 or more.  Were I Seidenberg, then, I’d spend right up to that level to snag customers from […]

AT&T needs T-Mobile most for its WiFi

In the 36 hours or so since AT&T and Deutsche Telekom announced that the American carrier would be buying the U. S. subsidiary of the German phone company, there has been plenty of speculation (some of it right here) about what this will mean for customers and the wireless industry, but not very much, frankly, about why T-Mobile is worth $39 billion to AT&T. It’s about more subscribers, we’re told as though that is obvious, and back-office savings, plus extra spectrum with some special plans for 4G, but that’s not the biggest reason at all. The biggest reason why AT&T wants T-Mobile is because of WiFi.

Subscribers are nice, as are back-office and marketing savings, but […]

Will AT&T buying T-Mobile make jailbroken and unlocked iPhones finally legal?

So AT&T is buying T-Mobile USA for $39 billion in a deal that makes perfect sense if you are an RF engineer or a fat-cat telco tycoon, but my question is what happens to all the jailbroken and unlocked iPhones?

T-Mobile and AT&T are the USA’s only GSM wireless network operators, so if you had an iPhone and wanted to dump AT&T to allow things like free tethering, the obvious (and frankly only) way for Americans to do so was by jumping from cranky old AT&T to the much friendlier T-Mobile. And so tens of thousands — maybe hundreds of thousands — of AT&T customer did just that, and were gratefully accepted by T-Mobile.

But now with […]

Who ya gonna call? Supertanker!

At this point in the Japanese nuclear emergency it is coming down to the simple proposition of how do you drop enough water on the stricken reactors, and especially the spent fuel ponds, to keep further damage from happening? The Japanese Self-Defense Force is experimenting with helicopter water drops which are, frankly, stupid. The choppers can’t drop enough water to make a difference and they are so slow that they potentially expose their crews to excessive amounts of radiation.  Much better to use the Evergreen 747 Supertanker.

The unique Evergreen Supertanker is the largest piece of firefighting gear on earth, capable of dropping more than 20,000 gallons of water or chemicals at a shot (40,000 gallons per hour!), then streaking back for more at over […]

Hollywood’s impending Internet revolution

New York Magazine wrote recently that YouTube was planning to throw large sums of money at celebrities who would then make short form (three minute) videos for the site. The numbers mentioned were staggering (up to $5 million per celebrity channel) but the business model is crazy. It’s the three minute thing that makes no sense. I’m sure if YouTube is planning something like this it is specifically for videos that are not three minutes long.
Youtube already owns the Internet market for three minute videos. While there are probably instances where YouTube might throw some significant money into getting the odd celebrity to do something in this space, it is traditional TV-length videos and movies where Youtube actually needs help.
Looking at total video […]

Is anything nuclear ever really super safe small and simple?

Absent some terrible news from Japan this will be my second and last column about the nuclear accidents unfolding there. It turned out I was right last time about the sodium polyboride or boric acid or whatever neutron absorber the Japanese authorities dumped in first one and now two reactors along with a lot of sea water in an attempt to quench the reaction heat. I think it is pretty clear, too, that most of these reactors will not be coming back online… ever. This column looks at what that can mean for the nuclear industry in Japan and I also want to look at how these accidents are or aren’t like Chernobyl — a comparison I am seeing far too often in news […]