Comments on: Dell, and The Tech Hell

By: craig montgomery

craig montgomery — Thu, 11 May 2006 15:07:02 +0000

I agree to some degree, but Dell would have tripped much sooner than this if not for the HPQ merger. See my commentary on this on my blog at http://www.montysbox.typepad.com.

Also, wireless handsets have a huge set of dissapointments coming soon. The CAGR rate in the US can’t support all the players in the market today, data adoption is not ramping fast enough and there are too many MVNO’s out there.

By: investing

investing — Thu, 11 May 2006 01:31:39 +0000

Thanks for the post. Paul Kedrosky’s translation of Dellese is great. Speaking of Dell Hell, it has been of late for Dell stockholders. I’ve posted a two-year stockchart of Dell on my site – http://www.writingup.com/blog/investing

By: Jesse Kopelman

Jesse Kopelman — Wed, 10 May 2006 00:20:55 +0000

The Dells of the world need Vista. Michael Dell should be liberally applying his moth to Bill Gates dick in the hopes that it will make the software ship sooner.

By: Phoneranger

Phoneranger — Tue, 09 May 2006 21:52:08 +0000

Wireless Headsets are doing fine? Well we're doing OK thank you very much but did you see what happened to Plantronics when they released earnings last week. Ticker PLT.

It's cold out there. For May.

By: skibare

skibare — Tue, 09 May 2006 02:36:29 +0000

will the ""NEW DELL"" be the next Level3 carrying YouTube Traffic??? IBM, DELL, Intel…that was the Ole School! Now, Akami, MySpace, Vonage, YouTube come out of nowhere… skibare

By: mIKE

mIKE — Tue, 09 May 2006 00:12:03 +0000

I agree!

By: Om

Om — Mon, 08 May 2006 22:42:21 +0000

hey austin,

gotcha. i can say this - stay tuned for more to come from where the first you tube post came from. i have to admit, you tube is atleast growing, while some of the other ones are not even growing as rapidly as that. so you have a situation there which is not sustainable.

By: Austin Heap

Austin Heap — Mon, 08 May 2006 21:43:00 +0000

In all honesty I just latched on to one thing that made me think of YouTube — something so blatantly part of the 2.0 Bubble that I’m continually miffed by how people are throwing around 8$ mil here, 15$ mil there for a company whose traffic has been largely driven by piracy. I know you’ve said the same thing before (http://gigaom.com/2006/03/07/you-tube-growing-up/) but I don’t see YouTube being able to go from piracy to legit content distributor — think Napster.

Not only that, but it increasingly seems that the content owners don’t want to deal with YouTube — it’s just the script kiddies with TV tuners in their PCs.

Take, for example, the recent CSPAN event with Steven Colbert at the White House Correspondents Association. CSPAN pulls the copyright infringement card then turns to Google and publishes the same video for free. Why? While I can’t say for sure, part of me would like to assume it’s because the people in power (at least at CSPAN) have more faith in Google than they do a random video hosting site that gained mainstream notoriety from an SNL skit posted illegally.

Take a look at the Alexa charts for YouTube and find anything that even remotely compares. They’re use of contributed content and content embedding (piggyback on MySpace while you can!) was a phenomenal move. The question is can they take all this VC money and get anywhere with it — can they get to a point of profitability? Anyone can launch a service that guzzles insane amounts of bandwidth, but how can one capitalize — in an intelligent way — on the users of said service?

Again, just imho :-)

By: Om

Om — Mon, 08 May 2006 21:22:15 +0000

Austin, feeling a little slow this morning… explain .. you tube is going gangbusters - both in getting free users and spending vc dollars.

By: Austin Heap

Austin Heap — Mon, 08 May 2006 21:08:12 +0000

"…thinking about all the disappointments that are cropping up all over the place."

YouTube? ;-)