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PG&E fiddling as the grid burns?

Kevin Kelleher, Thursday, July 26, 2007 at 8:49 PM PT Comments (2)

Om’s post about the power grid as the Web’s weakest link got me thinking about where utilities like PG&E are spending their money if it’s not going into capital expenditures to fix the cables that are decaying beneath our feet. I singled out PG&E because it oversaw the crippling outage yesterday and because, [...]

Amazon, the stock, just keeps rising

Kevin Kelleher, Monday, May 28, 2007 at 1:15 PM PT Comments (7)

You’ve got to hand it to Amazon.com. For bulls and bears alike, the stock keeps making as many sudden and unpredictable turns as a Harry Potter novel. And it inspires as much debate as a passionate screed from Al Gore or Christopher Hitchens.
Of course, the plot turns have been much more enjoyable for the bulls [...]

Google, Sergey and 23andMe: Why it all makes sense

Kevin Kelleher, Thursday, May 24, 2007 at 6:00 PM PT Comments (20)

There is a good deal of buzz in the tech-news world about a $3.9 million investment that Google has made in a company called 23andMe, a startup in hiring mode with dreams of “helping consumers understand and browse their genome”.
$3.9 million? What’s the big deal about a company that Google is investing less than 1/750th [...]

Did Microsoft go lose its head over aQuantive?

Kevin Kelleher, Sunday, May 20, 2007 at 2:30 PM PT Comments (30)

I’ve been trying to find a way to illustrate just how screwy Microsoft’s $6 billion bid for aQuantive is, and here it is: For $6 billion in cash, Microsoft could have hired, in a single day, 60,000 engineers and salespeople (plus managers to make sure they earn their pay) - paying each one of them [...]

(Apple) Stock Hacking & the power of DisInformaton

Kevin Kelleher, Wednesday, May 16, 2007 at 5:56 PM PT Comments (22)

If you’re tired of the old cliché that information is power, here’s a new one: Disinformation is every bit as powerful.
That much we know from the mischievous email that was apparently sent out to Apple employees and that - naturally - quickly found its way into the tech-news cycle via the respected and highly trafficked [...]

Orbitz, the worst IPO of 2007?

Kevin Kelleher, Friday, May 11, 2007 at 3:00 AM PT Comments (23)

We’re not even halfway through 2007 and I’m ready to make a nomination for worst IPO candidate of the year: Orbitz.
You may recall that Orbitz - the online travel site founded by five major airlines in 2000 - went public at $26 a share in 2003. It filed documents Thursday to go public again. But [...]

Anatomy of HP’s Earnings Surprise

Kevin Kelleher, Tuesday, May 8, 2007 at 7:00 PM PT Comments (9)

Hewlett-Packard caught Wall Street off guard by essentially giving a sneak preview into its second-quarter earnings 75 minutes before the markets opened. The announcement, the result of an errant email, caught a lot of attention. But just as interesting, I thought, was the way it all unfolded.
H-P was supposed to deliver its earnings a week [...]

Wall Street stumped, surprised by Internet Cos

Kevin Kelleher, Sunday, April 29, 2007 at 12:00 AM PT Comments (14)

ANALYSIS (Q1 2007 Earnings Season): Internet companies are playing a game of stump the analysts. And they’re winning.
For the second straight quarter, the research desks on Wall Street have significantly and pretty consistently fallen short in their earnings estimates.
This is no small matter for analysts. Their job is to query the company, talk to its [...]

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