Archive for September, 2008

Palin Redux

Posted in Uncategorized on September 30, 2008 by themaroon

I’m starting to think that perhaps my first instinct about Sarah Palin was right. Fareed Zakaria agrees. My favorite part:

COURIC: Why isn’t it better, Governor Palin, to spend $700 billion helping middle-class families who are struggling with health care, housing, gas and groceries; allow them to spend more and put more money into the economy instead of helping these big financial institutions that played a role in creating this mess?

PALIN: That’s why I say I, like every American I’m speaking with, were ill about this position that we have been put in where it is the taxpayers looking to bail out. But ultimately, what the bailout does is help those who are concerned about the health-care reform that is needed to help shore up our economy, helping the—it’s got to be all about job creation, too, shoring up our economy and putting it back on the right track. So health-care reform and reducing taxes and reining in spending has got to accompany tax reductions and tax relief for Americans. And trade, we’ve got to see trade as opportunity, not as a competitive, scary thing. But one in five jobs being created in the trade sector today, we’ve got to look at that as more opportunity. All those things under the umbrella of job creation. This bailout is a part of that.

This is nonsense—a vapid emptying out of every catchphrase about economics that came into her head. Some commentators, like CNN’s Campbell Brown, have argued that it’s sexist to keep Sarah Palin under wraps, as if she were a delicate flower who might wilt under the bright lights of the modern media. But the more Palin talks, the more we see that it may not be sexism but common sense that’s causing the McCain campaign to treat her like a time bomb.

McCain’s dug himself into a hole now. His right-wing nutjob sideshow can’t even withstand a half hour of Katie Couric lobbing softballs at her. His surprise choice of her, along with recent highly publicized but seemingly meaningless attempts to suspend his campaign, makes him look more and more like an underdog throwing Hail Maries in need of a miracle. That’s a vicious cycle, because it makes people perceive him as inferior, which in turn deepens his need for one.

Swinging numbers in polls among women show that the more she talks, the more they realize her selection is an insult to their own intelligence. Plus, despite her pro-life, gun toting image, she still talks like a Canadian, gives her kids names like Track, and thinks hockey is a legitimate sport.

So to the very base she’s meant to energize, she still feels like a bit of an outsider, and they’re all about voting for insiders. They routinely vote for a party whose policies send their jobs to China, then take their former incomes and give it to the executives who exported their jobs while telling them that if things work out well, maybe some of it will trickle back down to them (presumably when said executives stop by McDonald’s, where they’re now working the drive through) all so that the government will make a legal distinction between the words "marriage" and "civil union", so it’s clear they have no intelligence to insult. But while they’d love to vote for someone who plays football and hunts deer, hockey and a moose just feels a little off. Not enough that they’ll vote for Obama, but enough that they just might not turn out in force in Virginia.

McCain’s taken much heat for irresponsibly choosing a sideshow for a post that could very easily lead to the Presidency, especially given the fact that he’s so old that nobody is 100% sure he’s even alive.

mccains

As conservative columnist and former Bush speechwriter David Frum said, “she has pretty thoroughly — and probably irretrievably — proven that she is not up to the job of being president of the United States.” Replacing her now would just admit that openly.

But McCain can never admit that. Dropping her for a reasonable VP choice would only further make him appear to be flailing blindly in search of a miracle. So, like the guy who got caught by his wife smelling like another woman’s perfume and with a keycard from a cheap motel in his pocket, he’s got no choice but to deny it and tell the religious right that it must have come from when he hugged his boss’s wife at the board meeting they had at the Holiday Inn Express. And yeah, they’re not really buying it, but getting divorced is a pain, and who wants to sell the house in this market? The kids will be out of the house in 4 or 5 more years, surely they can tough it out at least that long.

So they’ll stay with him, but they won’t like it and he won’t care. He’ll just figure on getting what he wants and then trading them in for his secretary, and they know it. Am I going too far with this metaphor?

Either way, I’m back to my original thought that her selection will one day be looked back upon as a costly blunder. His temptation to choose her is understandable. He was down a bit at the polls, and slipping,  and while Obama appearances were filling arenas, he had a hard time filling the dairy aisle of a supermarket.

But really, he should have gone for a less drastic approach. He could have pandered to the party base by choosing Mike Huckabee. Nobody gets the far right’s votes like that guy. His performance in the primaries was impressive for someone so extreme. And, unlike, say, Pat Buchanan,  his personality is nonabrasive. He doesn’t blame acts of terrorism on homosexuals. And the man’s clearly got executive branch credentials, meaning McCain could continue insulting Obama’s lack of experience.

So here’s the question. You’re McCain right now. You’re down in the polls, and as the economy falters, you appear to be slipping, and no matter how much you try to pin the lack of a solid bailout on Obama, that trend is going to continue. You can match your opponent in the debates, but you probably can’t beat him at all, and definitely not by much. You’re stuck with a VP choice who seems to embarrass herself every time she speaks. How do you win this election?

Other than hope that being a white man still counts for something, I’m drawing a blank.

Firefox Extensions You Must Have

Posted in Me Thinking So You Don't Have To on September 29, 2008 by themaroon

I was reading some article somewhere about Firefox recently that made me realize I’ve been using it as my primary browser now for 5 years. When I first picked it up, it was called Phoenix. It was pretty rough at the time, but it had two things going for it that made me switch: tabbed browsing and speed.

That was back when Internet Explorer hadn’t been improved upon in a few years, and software years are analogous to dog years, so it seemed like forever. And through a couple name changes, and some pretty buggy releases (there were definitely a couple times where I had to reinstall my OS to get rid of an old version) I’ve pretty much stuck with it.

While IE has caught up in some ways (now features tabs, for instance) I still prefer Firefox, if for no other reason than the ability to add functionality through extensions. So here’s a list of the ones I use:

Adblock Plus: Never see an ad again.

Add Bookmark Here 2: Let’s you easily add bookmarks to folders, and some other goodness.

Ai Roboform Toolbar: Not useful on its own, but makes Roboform about 100x better.

ColorZilla: Indispensible for anyone doing design work. Lets you see the color code for anything on your page with a familiar eyedropper function.

Download Statusbar: Lets you replace Firefox’s terrible built in download manager with an easier to use one, and customize some related options.

FEBE: Firefox Environment Backup Extension. Backs up everything, bookmarks, preferences, even rebuilds extensions for you.

Firebug: Another tool for developers, maybe the most popular. Lets you edit, debug, and monitor CSS, HTML, and JavaScript live in any web page.

Foxmarks Bookmark Synchronizer: Synchs bookmarks from one PC to another.

Greasemonkey: Allows you to create or download small javascript files that customize third party sites. For instance, you can install a script that will add a download link next to any YouTube video you come across so you can easily keep it.

Linkification: Turns any non-hypertext urls you find in any page into links. You’d be amazed how helpful this is.

Undo Closed Tabs Button: Gives you a button that lets you easily undo closed tabs. Duh.

That’s it for me. Any great extensions I’m missing?

Piracy (the old fashioned kind)

Posted in Conclusive Proof That People Are Stupid on September 27, 2008 by themaroon

Fascinating New York Times article (via Non-Hacker News) about Somali pirates grabbing a Ukraine ship carrying grenade launchers and tanks. Pretty much all you can say about that is, wow.

First of all, if you’re shipping tanks through pirate infested waters, wouldn’t it be worth protecting yourself a bit? All you have to do is put one guy in one of the tanks. I don’t know what those pirates are packing in terms of munitions, but I’d be surprised if it trumps a tank.

Also, how are these guys stealing yachts and such? Can’t our military just go get them back? I mean, you can’t hide a freighter. All we have to do is pull up to their ports and find them.

I think that on the off-chance I ever find myself with more money than I know what to do with, I’m going to solve this problem. I’ll take used yachts, equip them with weaponry, or maybe just explosives, remote control them, and sail them right up the coast of Somalia. As soon as the pirates get close, blammo. I wonder how many pirates you need to detonate before the rest decide to make a living off of 419 scams. Might be a lot, given that death probably isn’t much worse than life for a typical Somalian.

Introducing NonHackerNews.com

Posted in Computers on September 25, 2008 by themaroon

I’ve been reading a geeky social news site called Hacker News for a long time, and while I love the community there, my favorite articles are often the non-computer science stuff. And that stuff causes a lot of people to complain that it’s off-topic, which some of it may be, and which in turn annoys everyone else because comments that something is off-topic are themselves off-topic

So, rather than complain, I decided to do something about it and made a new social news site for general interest stories called Non-Hacker News. It’s going to be moderated (lightly I hope) by some people I trust to help keep the site on footing. The rules are, in a nutshell, submit smart stuff and be civil.

The goal is to keep it friendly and objective, while still allowing talk about the things that people often have a hard time remaining friendly and objective about. It’s a lofty goal, but I think with a little light moderation (removal of HuffPo articles or XKCD comics) it can be done.

In the couple days it’s been active, it’s already become one of my favorite sites on the net. There have been 5-10 other people submitting frequently, and something like 70 total people signed up (plus some untold number lurking). The submissions have been great. Here are my 3 favorites so far:

Why Alternative Energy Isn’t. Pretty similar to a blog entry I’ve been meaning to write for awhile (and probably won’t now that he said most of it) about why most forms of alternative energy are going to amount to nothing, and how the one that is going to save us has been around (and neglected) for decades.

Ad Wars: Is High-Fructose Corn Syrup Really Good for You? A neat article that attempts to take an in-depth look at HFCS, the American diet’s latest hobgoblin. As someone who avoids it as much as possible (but not because I think it’s worse for me than the sugar it replaces) I found it doubly interesting.

Schools: Obama stresses more investment, McCain parental choice. An in-depth look at what our two candidates are proposing for the future of our education system. I actually kind of like both of them. Anything is better than No Child Left Behind.

So there you have it. Come on over and join in the conversation.

I'm a PC, and I Write Blog Entries

Posted in tech on September 18, 2008 by themaroon

I’m enjoying the talk everywhere about the new Microsoft ads, far more than I’m enjoying the ads actually. Opinions seem to be wide-ranging, and of course your day wouldn’t be complete unless you heard mine.

First off, all of the Apple fanboys, who’ve been giving them the thumbs down from the start (big shocker there, eh?) are talking about “Microsoft’s panicked reaction to these Seinfeld ads, yanking them from the air and severing ties with Seinfeld”. Microsoft has said that the plan has been all along to have Seinfeld do those first couple ads, and then other people do later ones.

Anyone who thinks they’re lying has little or no understanding of the way anything works in this universe. The first Seinfeld ads debuted 2 weeks ago, and the first non-Seinfeld ones today. Which means that even if you accept the idea that the ads are a dud (and I don’t, at least not yet, but more on that in a second) and that Microsoft went into panic mode, they would have had to somehow create a new ad and get it on televisions in what, 1 week?

My understanding is that the lead time for placing an ad on television is measured in months, and that doesn’t even count filming it. You can’t simply start making five ads with Jerry Seinfeld, start airing them, decide you don’t like them after a week, film a new ad, and switch the old one out and the new one in within 7 days. Except for Presidential candidates (whose commercials are so simple that they could be produced using Microsoft Movie Maker in 20 minutes) in an election year, it just doesn’t work that way. (And my understanding is that even they purchase the add slots a few weeks in advance and deliver the ad itself later.) There’s really no way that this could not have been planned months ago.

Then there’s the idea that the ads are bad. Tech bloggers are saying “I don’t really get these ads, or like them, therefore they’re a waste of money.” Meanwhile they’re talking about Microsoft for the first time in five years, and more than Apple to boot. If, as I and many others believe, any publicity is good publicity (except your obituary) then these ads are brilliant.

Microsoft’s main objective with these ads is to get back the mindshare that Apple has totally stolen from them in the last 5 years. They can’t do it by just splashing some ads up that say “Vista is good.” They’re targeting consumers (and businessmen, but businessmen with their consumer hat on watching a football game) so to get any attention at all they have to come out of left field, and that’s exactly what they’re doing.

Microsoft might be the bigger dog, but Apple clearly has the momentum. Microsoft has to remind people of its presence, and it has to do it in a way that is genuinely cool. And while not everything different is genuinely cool (and these ads may not be) everything genuinely cool is different.

If people watched the ads and thought “I get it” it wouldn’t be effective. It wouldn’t be what Microsoft needs. It would be yet another giant corporation telling people how good their products are, which has been doing nothing for them for a decade now. They clearly needed to (and did) think beyond that.

I think there’s a very good chance that we’re seeing the sort of marketing campaign that will be studied in universities for years to come. I’m not sure which way it will go. It might be looked back upon as the spark that ignited a massive resurgence and a prime example of one of the all time great ad agencies at the peak of their game. Or it might go down as act of hubris on par with Gigli but with ten times the budget. Only time will tell. But one thing I’m sure of is that it’s far too early to write them off.

Most of the people counting them out aren’t the target audience. And it’s easy to say you don’t like the ads. I really don’t either (except for Jerry’s making fun of his car purchasing addiction) but if the only ads on television were the ones I thought were enjoyable, our nation’s last surviving corporation would have just been bought by InBev. Ads aren’t movies. Being enjoyable is one way for them to be effective, but not, by any means, the only.

Android Again

Posted in tech on September 18, 2008 by themaroon

A lot of people, in response to my post (and similar ones from other people) about why I think Android is in a good position to capture huge market share and the iPhone is not, seemed to take issue with the importance of an open platform.

Most of them mention the iPod as an example of a proprietary product triumphing. The problem I have with that is twofold. For one, it triumphed only over other proprietary products. And for another, it did so because mp3 player (the Touch excepted) is pretty much a single function device, whereas a mobile device (which is the technologically correct term for a cell-phone these days) is a multi-function one.

When you think about an mp3 player, it’s really just a hard drive and a sound card, and a screen that mainly tells you what song is currently being read from the hard drive and coming out of the sound card. (Many of them allow you to play videos too, so despite how few people seem to actually ever do that, maybe it’s fair to say some iPods are a dual function device.)

What exact benefit might a platform have for a portable media player? The answer is, not much. Maybe a third party developer could mix in some new equalizer presets. But really people only have a couple desires when it comes to an mp3 player.

In fact, the only reason they come in more than one form factor at all is storage capacity. Most people just want something small that can hold a normal person’s media collection, which is why the Nano sells so well. Some people like me have massive music collections and want to watch the occasional TV show on a plane, so there’s the classic style. And there’s the Shuffle, which I’m not really sure if anyone ever purchases, but maybe it’s just for people who are too poor to buy the Nano and only own 3 CDs because most of their collection is still on 8-track.

Even if you look at competing devices from other companies, you see they mainly line up into the same form factors. And as soon as people make affordable 100GB flash chips, the “Classic” form factor will vanish quicker than a line of blow backstage at the MTV Video Music Awards, and we’ll be left with nothing but the Nano and maybe the Shuffle.

The computer, on the other hand, could be anything. It could be a communication device, with which you can make phone calls or send emails. You can surf the web with it, do your taxes, watch video, play games.

It’s much the same with a mobile device. It can’t do everything a PC can, but due to its size and the fact that you always have it with you, it can do a lot of things the PC can’t, like snap a photo at an opportune moment. It’s not a single (or dual) function device, and just like the PC and the web page, it’s limited only by the imagination of developers and the desires of end users.

Apple, of course, realizes that. It’s why they got into the business. Single function devices are all on the endangered species list, except without the chance of recovery. They’re like the dodo birds the minute the first cat got off the boat. It’s just a matter of time. They’ll be consumed the minute everything they do can be reduced to a feature of something else, which in the case of the mp3 player would be the cell-phone.

The iPod is no exception, and it is going to go extinct with or without Apple. It’ll be a few years, but it’s as inevitable as Lindsey Lohan returning to rehab. (onsumer digital cameras, similarly, probably won’t be far behind. ) So they made their iPhone because if anyone is going to eat their primary product line, they want it to be them. And they mixed in a platform to try to stay ahead of the curve and increase utility. They even tossed the things developed for it onto iTunes, to give developers a strong incentive to do a good job.

But already the cracks are forming in the walls. While everyone in the tech industry has spent the last two decades under a Microsoft dictatorship and is anxious to leave, they don’t want to end up in another one. And unfortunately, trading Gates for Jobs is just trading Mussolini for Hitler. He’s a little more charismatic and a lot more polished, but at the end of the day he’s just another evil autocrat. Windows, for all its flaws, doesn’t have a kill switch. When someone writes a program for Windows, they know they’re going to be allowed to sell it and that it’s going to run, regardless of whether or not Microsoft has a competing product. When someone wants their Windows PC to do something that requires different hardware, they know they’re going to be allowed to add it in.

And it’s the same with Android. If a customer wants a full touch screen, they’ll have that. If they want a Blackberry knockoff, that too will be available. Probably even the old “free after contract” clamshell will be waiting for them. And if a developer wants to build an app for Android, he’ll have full access and won’t be subject the whims of a corporate overlord with competing interests.

It’s PC vs. Mac, web vs. AOL, all over again. And just as Mac had a jump on Windows, and AOL on the net, the tides will turn. And just like last time, Jobs won’t give up control until it’s too late, because that’s not his style, and it’s not how Apple works.

I am, of course, using Android as a proxy here. I mostly mean that some open platform will succeed. I’m guessing it will be Android, because it has the most support. The OS itself only needs to be good enough, as Windows arguably was when it took the lead, because people buy phones mainly due to the form factor, because the different things people do with their phones are best served by different physical designs.

And the total market cap of the companies behind Android dwarfs Apple’s and Microsoft’s (whose Windows Mobile platform, despite being significantly more open, suffers from a range of challenges beyond the scope of this post) and Symbian or whatever other platforms may exist. And other contenders, like Openmoko, just don’t have the backing to make a dent, and probably never will now.

 

Aesthetics Send A Message

Posted in Uncategorized on September 16, 2008 by themaroon

Surprisingly enough, a comment I left on Hacker News became the basis of a blog entry on 37 Signals today. Hilarious. Even if my intent was totally misunderstood, I never expected a blog post to spring from it.

My quote about the design of the Lenovo x301 vs. the Apple MacBook Air was:

I’ve seen the 300s IRL, and while they look a little less sloppy than they do in photos, they definitely are not pretty. They’re very functional in appearance. If you’re buying a laptop to impress girls at Starbucks (in which case, you might want to do some serious self-evaluation) this ain’t the one for you. If you want to get things done while traveling, you can’t beat it.

The author read that as:

In other words, people only buy beautiful products to impress other people (and that’s a shallow thing to do).

Of course, only the penultimate sentence was quoted. And while I’d stand by the assertion made there (which was largely an exaggeration for humor) that spending large amounts of money on products, be they sports cars or inferior laptops, to impress women is a shallow (and not very effective) thing to do, I didn’t mean to suggest that that is the only reason people would choose a "beautiful product", or that making products beautiful has no value.

Of course better looking is better, and the people at Lenovo could probably take some design cues from Apple. And it might be worth a bit of their time. But I think Apple, at least with the Air, could take some cues from Lenovo.

"Better" is a subjective word, and I think that when it comes to ultra-expensive, ultra-portable laptops, Lenovo’s design is actually better. The functional aesthetic that Lenovo seems to prefer says to prospective customers "this is a laptop that is meant for getting things done." That’s what my quote meant, it’s the message that the design they chose sends out.

That aesthetic is as appealing to their audience (people who travel a lot, largely for business, and need to work in a plane or a hotel room) in some ways, as a MacBook is to college kids. It specifically says "if you’re a college kid whose world still revolves around girls, go elsewhere. If you’re a serious user who needs serious functionality and reliability in a highly portable package, I’ve got just the notebook for you."

image

Hence a "sexy" design aesthetic that would be more appealing to a younger crowd might actually be a bad thing for Lenovo (and even for Apple with the Air). The Air looks like you might accidentally snap it in half. The Lenovo looks like you could drop it out of your window and it’d keep on ticking. (And if my experience is representative, it would.) The Air looks like something you take to a party to spin tunes off of. The X300 looks like something you take into a board room.

And the people spending $3,000 on notebooks, and who desire them to be in the 3 pound range, are largely business users. They don’t care if it can fit in a manilla envelope, because why would you ever put a laptop in one? College kids don’t mind lugging the standard 5 lb notebook around. They’re young and strong, and it’s trivial compared to what else is in their backpack. So they’re buying the cheaper ones with  bigger screens and the more features anyway.

They (or their parents) generally don’t want to spend $2k more than they have to. They’re in entirely different age groups and income brackets from the people who want smaller notebooks. So while Apple designs products for them, and people who want to recapture a little of those days (which is awesome for the iPod) they’re missing their target audience in the same way that the iPhone is missing sales to Blackberry’s audience (which is the same as ultra-portables). And that (along with some serious bugginess) is a lot of why the Air has been a sales dud for them while Lenovo is minting money.

So it’s not about being opposed to good design. It’s about defining good design as the one most appealing to your target audience, and sending a message consistent with that. In that case, I think the Lenovo looks a lot "better" than the Air.

GOOG Hates A Coward

Posted in Money on September 10, 2008 by themaroon

Fred Wilson’s post yesterday got me really thinking about Google’s future. I’m undecided, but I might like them at $400ish.

When their share price got over $600, I thought it was highly overvalued, and when it broke $700 I damn near put some cash in the old trading account. I decided not to because at the time I’d been without my main source of income for a year (due to starting up Draftmix) and was facing the possibility of selling a home and moving to a much more expensive part of the country, possibly within a few months. It seemed wise not to risk it, and it was, though with the benefit of hindsight I would be literally kicking myself now if I thought I could manage doing so without falling over. (I don’t know where that expression comes from, but it’s pretty hard to pull off.) I shudder to think about how much I could have made per put.

GOOG (click for full size)

My logic at the time (and now) was that Google’s growth was going to undergo some serious leveling. It had to. Their stock price was some ridiculous multiple of earnings (it’s still a little high even after losing 40+%, but certainly not astronomical any longer) and their growth prospects were (and in the short term, I think, still are) pretty slim.

Their money still comes almost entirely from their core search advertising business. And there are only three ways to grow your revenues from one business. That is to increase your market share, increase your revenue per unit, or increase the overall industry. Or, as Google had done for the past 9 years or so at that point, all three.

Increasing revenue per search might be the hardest because ads are already so focused. They’ve clearly put a lot of time and effort into it, and the market aspect of search ads on Google means that it was already extremely efficient. The economy doing better might have helped there, but most people foresaw (and still do) the opposite in the short term. I’m not an economist, but I read The Economist, and as such it was (and still is) pretty hard to expect much there.

Google’s market share can’t be increased by much because the maximum is 100% and they’re not too far away. Depending on who you ask, they’re somewhere between 60% and 70% in much of the developed world, which means that at best they can increase it by about half. That’s incredibly hard to do, and even if they could, it wouldn’t justify a 40-50x multiple.

So even if you think they’ll sustain small but steady market share growth, and that the economy will hold stable, they still have to grow the industry overall. Short-term, that’s a problem. They’re an also-ran in much of the developing world, often for reasons beyond their control, and even if they weren’t it remains to be seen if there’s any money there. China may have more people on the web than we do here in the U.S., but the spending power of each of them is an order of magnitude smaller. So even if China gets to 2x the number of internet users we have, and Google achieves the same market share there, it’s still not going to have a huge impact on profits.

Much of their past growth came from general Internet growth, which was considerable over the first decade of their existence but is all but stalled in the developed world now. Again, the maximum percentage of the population that can use the Internet is 100%, and we’re not all that far away from that. We’ll get closer still as time goes on, but unless we start handing out free laptops and Wi-Fi, it will be very slow. Most people who can afford a computer and broadband already have it, the rest are forced to live their lives without.

Google has also increased the industry size in the past simply by making search better. As search became more useful, people became able to find more stuff and as a result searched more. But as Marissa Mayer said search is 90% solved. A lot of people have differing opinions on that, and I agree with many of them, because there are many definitions of "solved". From a technical standpoint, perhaps it is not. But I would define (and a Google investor would define) search as being 100% solved when a customer can use it to find what they want 100% of the time, provided what they want to find exists. By that definition, I would agree that it’s 90% of the way there now, or at least close.

As far as I can tell, Google has one option left for increasing the overall industry, which is to make search more accessible. I think they agree, and that that is the logic behind Android. Right now for most people to search, they have to be near a computer. What this means is that if you only spend two-thirds of your waking hours near one (in your home or at work or school or wherever) there’s still 5 or so left where you can’t just Google for whatever you want to know.

I actually have a phone I can search on, and Google works perfectly on it, but the pages Google takes me to are usually not designed for mobile devices, and the whole experience after Google is so bad that I just avoid it all together. Google, of course, can’t go around and optimize every site for mobile (though they actually do have some functionality that helps) but what they can do is make sure you have a device that can read the web pages as they exist with such little pain that you actually will.

The iPhone has been fairly revolutionary in that regard, though it’s still plagued by some serious problems. Data speeds on the non-3G network are so abysmal that they make it somewhat painful. It works spectacularly on Wi-Fi, but a lot of the time you’re within range of that, you are within range of a computer you could use anyway, so it’s not a 100% improvement from Google’s perspective. And the 3G version is still suffering from some growing pains, and being tethered to a network with piss-poor 3G coverage to begin with. And the iPhone has a very real (but often overlooked) glass ceiling imposed on it in terms of adoption due to being tethered to one carrier in every market.

So Google’s going to let you surf the web just as well as you could on the iPhone (and close enough to as well as you can on a computer that you’ll actually do it, if maybe still not as much) but do it on any carrier network that wants to be a part. It’s going to actually deliver on the iPhone’s largely unfulfilled promise of making it more about the device and less about the carrier. And it’s going to increase the overall size of the search industry in the process.

But again, not by all that much. Even a 50% increase, which would be truly impressive, or even a 100% increase, which would be world-changing, might not justify the $700 price tag for a share of Google, or if it did so, only would barely, and not for a few years. But it would certainly justify well over $400.

So I think Fred might be right. It might be time to buy. Now that I’ve moved up from no salary to almost no salary, I might just run it.

Maybe I Was Wrong

Posted in Politics on September 9, 2008 by themaroon

I’m starting to think I may have been wrong about Sarah Palin being a disaster on McCain’s part. I’m not sure. It’s hard to tell. The betting markets have shifted a few percent his way, but then that was to be expected after the Convention. They shifted toward Obama after his.

Winning elections seems to come down to doing two things. The first is swaying independents to your side. The second is getting the people already on your side to actually head out to the polls and vote for you. My rationale in thinking she was an awful choice was that she’s probably very damaging for McCain amongst moderates. I still believe she is, though maybe a little less than I had initially thought due to her charisma and looks, and the media’s obsession with her. The jury is still out on that one.

What I may have overlooked was just how good she is for inspiring the knee-jerk Republicans. Both parties have a large number of reflex voters. The fact that George W. Bush’s approval rating is hovering just below 30% while 61% of historians rate him the worst President in our nation’s history shows how many of them there are on the right. I don’t know how many there are on the left, but I’d guess the numbers are equaling out as the environmental movement grows.

I overlooked her appeal, of course, because I knew little about her and assumed from appearances that she was a reasonable human being. She looks a little like Tina Fey, and everyone loves Tina Fey. She even seemed maybe a little yuppyish, called herself a hockey mom, and having named her children Bristol, Willow, Trig, Track, and Piper. (Good luck guessing which of those are girls and which boys.)

But as time goes on, it’s turning out that she’s actually less Tina Fey and more Anne Coulter. She’s an evangelical who can’t tell the difference between Creationism and science. She doubts global warming, is anti-abortion in every circumstance, and wants to drill for oil and ban gay marriage. She is, to the far right, everything they want, and everything McCain is not.

And she’s gotten him more press coverage in one week than he’s gotten himself in the last year. It’s generally not positive coverage, but they say all press is really good press. So even though she’s about as appealing to a moderate voter as a poison ivy sweatshirt, she’s basically George W. Bush in a miniskirt to the far right, who was previously ambivalent about McCain.

My only question is how much better could he have done? Could he pick someone who the far right liked and who moderates could get into? A lot of moderates are against abortion or gay marriage, but don’t want to see Creationism in classrooms and don’t trust anyone who thinks they are more qualified than geologists to comment on the causes of global warming. Many of those moderates have some serious misgivings about Obama, like his stance on universal health care or raising taxes.

I still think his best move would have been to get someone with some experience, though not necessarily a lot, someone you’ve heard of before, someone whose speeches aren’t a passable substitute for Lunesta, and whose views, while still right-leaning, aren’t so reprehensible to the other 70% of America.

Just my thoughts. It will be very interesting to see how it plays out.

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