Twitter is indeed replaceable
Dennis Howlett believes any hope of monetizing [Twitter] rests upon reliability at scale. He’s partially right. Michael Arrington disagrees, essentially asserting that Twitter has become an unshakable monopoly due to the network effect, but his reasoning is flawed. Read more
| Categories: Microblogging, Twitter | Leave a Comment |
Drive-by Google de-listing
As previously noted, we got hit with some hidden text, probably by SQL injection, and that lead to a Google de-listing. Of the three blogs affected by the attack, I got a de-indexing notice for one (DBMS2); another was de-listed without a notice (Text Technologies); and a third seems to have waltzed through still indexed (Software Memories). I also received a de-indexing notice for another site I have nothing to do with and indeed had never heard of before. Go figure …
We’ve now upgraded to WordPress 2.5, which should close the vulnerability. (Thank you Melissa Bradshaw!) Fearing our old, buggy theme would degrade further, we upgraded to a new one, Biru, designed by Bob. There are some teething-pain stability issues, but if they don’t cause a reversion in the next day, I’ll apply to Google for re-inclusion. (Uh, does anybody have some boundaries around how long that’s likely to take?)
All these hours of aggravation because some criminal wanted a bit of SEO advantage …
| Categories: Google, Search engine optimization (SEO), Spam and antispam | 1 Comment |
Yahoo indeed seems to want an all cash deal
The Microsoft/Yahoo negotiation is in a very public phase right now. In its latest letter, the Yahoo board makes two references to “certainty,” in one case spelling out that this encompasses “certainty of value” and “certainty of closing.”
It’s hard to imagine what the former could mean other than “Please make an all-cash offer (or, better yet, go away).” But I previously noted, Microsoft can indeed afford to buy Yahoo entirely for cash.
The latter part is a reference to the antitrust boogeyman, obviously a non-trivial concern whenever Microsoft is involved.
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| Categories: Microsoft, Yahoo | 2 Comments |
MuseGlobal – ETL for text, sort of
Lynda Moulton introduced me to MuseGlobal, and specifically CEO Kate Noerr, last month. MuseGlobal sort of does ETL (Extract/Transform/Load) for text, although they prefer to call it Gather/Transform/Deliver. In any case, each of the three parts of the process are rather different for text than they are for traditional data warehousing. To wit: Read more
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Google could dominate single-site search
Google has begun to introduce a feature whereby, if your search obviously leads you to a single site (e.g., you searched on a company name), you get a second search box to search only within that site. More details at Google and Search Engine Land. Basically, this is Google Site Search made a lot easier to use.
I think this could be a really big deal. Read more
| Categories: Enterprise search, Google, Search engines, Specialized search | 4 Comments |
Six blind men and the Twitter elephant
I got a long email today from a Very Smart Person who asked, in effect “What is Twitter for? I don’t get it.” Coincidentally, Rex Hammock posted a good answer yesterday, albeit with a bad title that I won’t repeat. The essence was:
… the most amazing thing about Twitter is this: everyone uses it differently.
It’s a little like trying to explain the telephone by describing what people talk about on the phone. “Telephones are devices that teenagers use to spread gossip.” “Telephones are the devices people use to contact police when bad things happen.” “Telephones are the devices you use to call the 7-11 to ask if they have Prince Albert in a can.”
Like the Internet itself, Twitter is hard to explain because it doesn’t really have a point. And it has too many points. Here’s what I mean: All it does is provide a common-place to relay short messages to a group of people who agree to receive your messages. Here’s the second part of what i mean: When you stop thinking those short messages aren’t limited to “I’m about to get on the elevator” but can be eye-witness accounts of breaking news stories or bursts of business-critical intelligence, or warnings that a gun-man is loose on campus, or shared conversations about political debates you and your friends are watching on TV, the possibilities of what can be done using Twitter becomes amazingly confusing — I think in a good way.
I’ve recently put up two posts on Twitter use cases. For yet another — well, as Shakespeare didn’t quite say, a 140 character limit is the soul of wit. Here’s my (ever-changing) list of Twitter “favorites”. The humor ranges from the sophomoric to the erudite; there are some serious aphorisms as well.
| Categories: Fun stuff, Humor, Microblogging, Social software and online media, Twitter | 4 Comments |
Yahoo wants to follow AOL into the dead pool
Yahoo CEO Jerry Yang has put out a shareholder letter in which he commits Yahoo to pursuing the strategies that have already devastated AOL. To wit:
- Yahoo wants to be the internet “starting point” for ever more relatively naive users.
- Yahoo wants to be an advertising “must buy.”
- Yahoo doesn’t need to excel technologically in its user experience.
This is exactly what AOL tried in the late 1990s, except that they also had the best dial-up connectivity in the world. I know; Linda and I were strategic consultants to AOL then.* And we told them that while the rest of their strategy was excellent, it would be to no avail unless their tools matched the quality of what people could get in the office or elsewhere online. Because if AOL’s technology didn’t catch and keep up, people would just laugh and go elsewhere. (Even my parents, who still use AOL mail, go outside AOL for their web surfing. AOL is getting very little revenue from them, and they’re about as captive as AOL users get.)
*Please note — AOL was a great client, but the people we dealt with are (for the most part) long gone, and our NDAs ran out years ago.
That’s brain-dead. Just consider how far technology has taken Google, how fast gaming technology advances, or how fickle internet users are about switching to the latest and greatest online services. What’s worse, Yahoo seems to mean it, given how many serious technology leader types are out on the street in connection with the recent layoffs.
Pretty much the only remaining hope for the Yahoo brand(s) and services is for the Microsoft acquisition to go through, and for Microsoft/Yahoo to unlock the deal’s huge potential synergies — which, while far from being certain, is at least realistically possible.
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| Categories: Microsoft, Yahoo | Leave a Comment |
More Twitter use cases
Monday, I posted about four Enterprise Twitter use cases. Episteme responds that that’s all well and good, but what’s really important is that Enterprise Twitter would lead senior management to communicate in a human way with the team. I agree completely, and think this is one of the big reasons Enterprise Twitter could be an improvement over email for many uses.
That post also illustrates a use of public Twitter. Read more
| Categories: Microblogging, Social software and online media, Twitter | 2 Comments |
Enterprise Twitter
My long discussion Saturday of how to evolve (or replace) Twitter included a short discussion of what might be called Enterprise Twitter. Dennis Howlett just alerted me that there’s been considerable other discussion of the subject recently. For example:
- Dennis reported on an internal SAP Enterprise Twitter research project, and pointed at a number of the other pages I’ll mention. (Note: If that goes anywhere, it will have to be in conjunction with Business Objects.)
- Jevon MacDonald listed pros (many) and cons (few) of Enterprise Twitter.
- Andrew McAfee argues at length that an enterprise needs multiple social networking tools, to match up with different intensities of collaboration among coworkers.
- Niall Cook offers a short, convincing use case for Enterprise Twitter.
- JP Rangaswami also offers use cases.
- Ed Yourdon argues that Twitter is “good enough” for enterprises. But he seems to concede it could indeed be a lot better.
- Paul Gillin praises Twitter’s business potential for us self-employed consultant types.
- Sid offers a number of quick-hit use cases for Enterprise Twitter.
- Bill Ives takes a more skeptical view, focusing on enterprises uses of today’s Twitter.
- Nancy offers many Twitter use cases, some of which are enterprise-relevant.
Here’s my take on the subject.
I see four basic (and somewhat overlapping) use cases for Enterprise Twitter:
| Categories: Business Objects and Inxight, SAP, Social software and online media, Twitter | 22 Comments |
Microsoft could EASILY pay $40/share for Yahoo, in cash
The Microsoft/Yahoo negotiations are underway. Mike Arrington and Henry Blodget are fretting about Microsoft’s stock price decline in reaction to the deal.
It’s all nonsense. According to Microsoft’s 10-K statements, they have $27 billion in cash and equivalents and have $14-17+ billion/year in cash flow from operations. Assume they have to pay $40/share for Yahoo’s 1.4 billion shares in an all-cash deal (meaning they have to borrow around $30 billion). Assume that building out data centers adds a couple of billion of dollars a years in new capital costs. They can still pay all the debt back in three years. It’s all a non-issue, if they think the acquisition is worth it.
So is it? I see tons of synergies, but I’ll confess to not having quantified them. I’m also more optimistic about post-merger execution than many observers are. I do think Microsoft will have to pay up to complete the deal.
And I think Henry Blodget is proposing a false dichotomy when he suggests Microsoft is wrongly favoring ad-supported online software over subscription online software. Ad-supported personal use and subscription-supported enterprise use can co-exist.
EDIT: I forgot about the FAST deal when I wrote this, which will cost a few billion dollars more when it closes. But there was enough slack in the calculations to cover it. Microsoft could indeed pay the debt off over 3-4 years, although it would surely arrange a somewhat longer term for flexibility.
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| Categories: Microsoft, Yahoo | 2 Comments |