Index Guide to TelNotes if you are new to this blog
InfoStack Topics:
1) Horizontalization:
a) MSFT’s purchase of Skype precursor to broader spinoff of all comm & gaming assets providing an enormous pool of connected users to enterprises? Perfect horizontal event for common P2P technology; and a reason to buy stock. Would solve Fred Wilson’s concerns that skype will whither on the vine. 170m active users, 207bn MOU in 2010 and registered base over 600m. Video potential huge. Nokia would be a major mistake.
2) Upper Layers:
a) Horowitz’ insights into Skype fending off Google’s Free Voice push. It’s the network!
b) markets adjust as Om suggests apps developing offline abilities given lousy coverage.
3) Middle Layers:
a) Clearspring is neat app that cuts across silos. Raises $20m from Institutional Ventures.
b) good article comparing iOS and Droid app environments; latter catching up by next yr given 3 to 2 sales pace. 72.5m smartphones in US today.
c) Twitter and FaceBook remove RSS support. Article on changing web: balkanization.
d) will Google’s +1 button that empowers the individual websites impact FB’s like button? This on the heels of RSS being turned off at Twitter and FB.
4) Lower Layers:
a) good overview of potential consolidation in fiber markets.
Market and General Interest Topics:
5) Industry Statistics and Events:
a) non-smartphone tablet etc sales up 30% to $3bn, with enterprise at 62% of spend.
b) good stats on repeat traffic for news-sites; surprisingly low! Power perusers just 7%.
6) Business Strategy:
a) S&P cos have $1 trillion cash. HBR says it retards growth; big companies not flexible.
b) some companies are pursuing Youtube channels well, others aren’t. Enterprise is where it will be at as I point out in 1.a above.
7) Financial:
a) Neutral Tandem shows 4% sequential growth w/ Tinet; acquisition that took them from layer 3 to 2. EV of $420m 1.5x revs, 5.2x EBITD, stock is 50% below all time high.
8) Other:
a) CA’s job miracle and rebound should be noticed in DC. Decrease deficit 64%.
