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- Where the Meltdown Began (According to Jamie Dimon)
- Joel West submits: From the WSJ on Saturday: 'Perhaps the largest regulatory failure of all time." That's how J.P. Morgan Chase CEO Jamie Dimon describes the "inadequate regulation of Fannie Mae and Freddie Mac" in his annual shareholder letter, released this week. by Joel West
- External links 2009-04-19
- The Uncertain Future of Radio
- Joel West submits: Normally I pontificate about business model problems with newspapers or television. But the third leg of the 20th century mass media, radio, has exactly the same problems. Largely unnoticed by the general public — except for the Clear Channel CCO death throes — broadcast radio is...
- External links 2009-05-28
- Google's Android Finally on the Move?
- Joel West submits: From Silicon Alley Insider: Android boss Andy Rubin told developers that Google GOOG expects 18-20 Android-powered phones on the market by the end of 2009, made by eight or nine different manufacturers.…We'll be especially interested in seeing how manufacturers and carriers differentiate the Android phones, whether...
- External links 2009-05-31
- Nokia Should Have Prevented Its Portal Problems
- Joel West submits: On Tuesday, Nokia NOK launched its Ovi Store to sell applications for S60 handsets. The store has direct operator billing in Europe, Russia, Singapore and Australia. Support for Ovi in the US (via AT&T T) is due later this year.Apparently the website was sluggish and hard...
- External links 2009-06-01
- Expect Semi-Open Platforms to Remain the Norm for Tech
- Joel West submits: Howard Stringer of Sony SNE claims a deathbed conversion to open standards. In his interview with Nikkei Electronics Asia last month, he was quoted as saying: Customers will refuse to accept it unless the technology is open. Youth in particular really dislikes closed technologies,...
- External links 2009-06-03
- The Real Problem of an Apple Without Steve Jobs
- Joel West submits: Speculation fueled by the WSJ is that Steve Jobs will return Monday, and that he’ll announce the iPhone 3.0. All Apple AAPL will say is that marketing SVP Phil Schiller is doing the keynote at this week’s WWDC, and that Jobs will be back at the...
- External links 2009-06-08
- Will the New iPhone Be Enough to Hold off the Competition?
- Joel West submits: Monday brought the announcement sans Steve Jobs of the curiously named “iPhone 3G S.” I guess the name is intended to suggest this is merely an incremental improvement on the iPhone 3G which remains in the product family; if not, it’s an example of the foolishness...
- External links 2009-06-11
- Sony's Win of the Blu-ray Standards War Didn't Pay Off
- Joel West submits: Although Sony SNE won the Blu-ray standards war, the FT reports that it’s failing to help the bottom line: Hollywood's expensive bet on Blu-ray technology has failed to prevent a sharp decline in home entertainment sales, dealing a blow to the film industry as it grapples...
- External links 2009-06-17
- The New iPhone Wows True Believers
- Joel West submits: The iPhone 3.0 seems to be a success so far: CUPERTINO, California—June 22, 2009—Apple AAPL today announced that it has sold over one million iPhone™ 3GS models through Sunday, June 21, the third day after its launch. In addition, six million customers have downloaded the new...
- External links 2009-06-23
- The Return of the iCEO: Back on the Job
- Joel West submits: Something I had missed yesterday: the FT and others read the tea leaves — that by quoting Steve Jobs and calling him CEO, the iCEO is back: Apple AAPL quoted Jobs and referred to him as the company’s chief executive in a press release touting...
- External links 2009-06-24
- Newspapers Still Struggle with Ways to Charge - When Everyone Expects It for Free
- Joel West submits: On Sunday, the SF Chronicle stopped printing its paper, laying off 200 union printers and shifting the work to an outside contractor. Compared to going out of business, it’s small potatoes, but it’s one more data point in the long secular decline of newspapers (not to...
- External links 2009-07-08
- Does the World Need Google's Operating System?
- Joel West submits: Google GOOG has been a platform and systems company but now they’re officially an OS company. From the official Google blog: [T]oday, we're announcing a new project that's a natural extension of Google Chrome — the Google Chrome Operating System. It's our attempt to re-think what...
- External links 2009-07-08
- U.S. Government Seeks to Solve Non-Existent Smartphone Problems
- Joel West submits: From the standpoint of the US free markets, we have the most interventionist government regime of any point in the past 60 years — if not ever. There have also been some spectacularly bad government interventions in the past year, as well as profligate deficit spending....
- External links 2009-07-09
- Using Innovation to Save the Auto Industry
- Joel West submits: Instead of financial restructuring and bailing out failed labor contracts, perhaps the auto industry could be saved by coming up with a new way to make better products. (Could happen, right?)A great article by Charles Mann in the June Wired quotes Henry Chesbrough as recommending open...
- External links 2009-05-24
- Where Will the Government Draw the Line in Nationalizations?
- Joel West submits: The NYT report Friday morning on the pre-packaged [[GM]] bankruptcy makes it clear that the Obama administration is going to force the Chrysler model of cramdown on the GM bondholders: A coalition of small bondholders protested the terms of G.M.’s offer in Washington on Thursday. Larger,...
- External links 2009-05-24
- UAW's Plans to Dump Chrysler: Misaligned Incentives
- Joel West submits: Somehow I missed this earlier: the UAW plans to dump its shares in Chrysler.The Obama Administration ignored prior bankruptcy law and forced bondholders including nonprofits to take 29¢ on the dollar for $6.9 billion in Chrysler debt. At the same time, the administration gave unions ownership...
- External links 2009-05-22
- Amazon's Kindle: Hefty Gross Margins
- Joel West submits: AP reports a story on the iSuppli cost of goods breakdown on the Kindle: $185.49 parts and manufacturing for a $359 retail price. The largest amounts are $60 for the display and $39.50 for the EV-DO modem for the Sprint S network. That’s a 48% gross...
- External links 2009-04-24
- Looks Like We're Still a BlackBerry Nation
- Joel West submits: This week I had a two-day trip to the Michigan State telecommunications center to deliver a talk more later. Due to the difficulties of getting to Lansing from San Jose or SFO, that meant six flights through five airports in a 42-hour period, including a circuitous...
- External links 2009-04-25
- Rumor of Apple, Verizon iPhone Deal Resurfacing
- Joel West submits: USA Today reports this morning that Apple AAPL and Verizon VZ are talking about the possible release of an iPhone on America’s largest cellular network when the AT&T exclusive expires next year. As the paper notes, this is the biggest thing Apple could do...
- External links 2009-04-27
- Qualcomm and Broadcom Settle Patent Dispute
- Joel West submits: On Sunday, Qualcomm QCOM and Broadcom BRCM announced settlement of their patent disputes in identical press releases from San Diego and Irvine. So far this morning, Qualcomm stock is up 6% and Broadcom stock is up 0.8%. As with Qualcomm’s settlement last summer with Nokia,...
- External links 2009-04-27
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