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Comment Re:Comcast and Time Warner, a match made in . . . (Score 1) 112

Where I live they haven't bothered to make any provision for back up power to the repeaters on their coax plant. Power goes out? Kiss your phone service goodbye, even if you've got the battery in your modem. They finally did upgrade us to DOCSIS 3, about eight months ago, so now our peak hour speeds have gone from atrocious to tolerable FWIW.

Comment Re:Common sense here folks (Score 1) 118

Sometimes common sense is just wrong, particularly when it comes to predicting the behavior of other people who might not agree with what you consider "common sense". If you check his publications in Google Scholar, this guy's been publishing surgical neuroscience papers in real journals since around 1990. I think he really intends to try this.

Comment Re:So, where's IBM in all of this? (Score 2) 83

They've been trying(in part by developing, in part by buying, they ate Softlayer and Cloudant fairly recently); but they've been finding it a bit tricky.

IBM wants to sell you some sort of unique, value-added, hardware and/or software feature that makes going with them worth it over going with the commodity product(presumably, this is why they sold of PCs and low-end servers). Some customers do want this; but it's a very, very, different offering from the more commodified cloud providers(Amazon, Google, and Microsoft all differ a bit in where they are on the spectrum from 'what you do with them is your problem; but our VMs are cheaper than you can believe' to 'we can provide automagic email accounts and SQL server instances abstracted from the host OS'; but all of them are very much on the 'we aren't going to hold your hand; but look at how cheap this stuff is' side, an area where IBM has no obvious advantages.)

Comment Re:It is a cycle. (Score 4, Insightful) 83

The one other element in the cycle you identify is arguably 'management/administration'.

This can work both for and against both local and remote/cloud options: Back when anything that touched the mainframe needed 6 signatures and a blessing; but you could classify an IBM-compatible as an 'office supply' and just have it on your desk and doing stuff, part of the virtue was in cutting through red tape, not in enjoying DOS on a slow machine with virtually no RAM. These days, especially for individuals or small outfits, without technical expertise available, 'the cloud' wins not so much because local computers are expensive(since they aren't, they've never been cheaper, either absolutely or per unit power); but because 'the cloud' is something you can use just by plugging in a URL and following directions. IT geeks are correct to point out that 'the cloud' is neither impregnable nor as well-backed-up as it likes to pretend to be; but for a non-techie user who will lose all their data as soon as their HDD dies or they lose their phone, it's still a step up.

For larger outfits, who have technical expertise available(and whose needs are complex enough that they will need IT and/or developers whether they go 'cloud', local, or some combination of the two), it is much more a straight battle on cost, security, and reliability; but ease of use and ease(or nonexistence) of management is huge for the consumer side.

Comment Re:I hope it's a publicity stunt (Score 3, Insightful) 118

It might not have anything to do with MGS, but it sure as hell better be a publicity stunt, because anyone involved in an actual human head transplant surgery will need to lose their medical licenses and go to prison for a very long time.

Or be hailed as the greatest surgeon who ever lived.

There is no middle ground with this one.

Comment Re:Amazon has really been a stealth company (Score 3, Insightful) 83

Amazon is a bit tepid when they try anything too novel(their phone went from flagship pricing to free-after-contract how fast?); but they have three basic virtues that make them a terrifying force to be reckoned with:

1. Cultural disinhibition: They started selling books; but never seemed to have fossilized into the 'We are a bookstore. I can see maybe expanding into selling some bookmarks, or paperweights; but hand tools? How absurd!' model. 'Books' was merely a special case of more or less rectangular objects that are legal to send through the mail. They've since expanded into an ever larger collection of more or less rectangular objects that are legal to send through the mail, without much concern about what they are.

2. Adequately competent implementation: Remember 'Microsoft PlaysForSure', the killer ecosystem of hardware, software, and a competitive marketplace of music sellers(almost always cheaper than iTunes)? No? That's not very surprising, they don't really deserve to be remembered. How about 'Ultraviolet', the 'cloud-based digital rights library' that is somehow associated with blu-ray, some media players and streamers, and various retailers; but is so dysfunctional that I can't actually summarize exactly what the hell it is? No? I can't imagine why.

Amazon, though, while they don't lead the pack, knows how to get the job done well enough (their Kindle e-readers and 'FireOS' tablets all have at least adequate industrial design and build quality, and 'FireOS' is arguably nicer than some Google-blessed-but-vendor-skinned versions of Android, despite being a hostile fork; and their media-streamer hardware and software are both more or less painless). You don't necessarily go to them for the premium gear; but they are definitely good enough that they don't actively sabotage the appeal of the low prices.

3. Logistics. I don't know how they do it(if I did, I'd probably be a whole hell of a lot wealthier); but when they decide to sell something, they know how to make it impressively cheap compared to the competition, whether it be books or VM time.

Comment Re:Good Business or Empire Building? (Score 1) 112

I don't disagree that blocking was the right choice. What I question was whether Comcast's current monopoly practices in the face of pressure across all business sectors (some more than others) are enough to make this merger make sense as a strategic business decision.

2-3 years ago where I live, you had a "choice" of high speed Internet -- DSL from CenturyLink, permanently stuck in the sub-2 Mbit/sec range or Comcast at 10+. A local Internet provider has been wiring part of the city for fiber -- it's a pretty small area now, but they just announced an expansion and are even offer 10 gig. CenturyLink has been running fiber in residential neighborhoods over the past month.

So by the end of the year, it's possible that there will be far better choices than Comcast for high speed Internet. Obviously this isn't enough, only one place, limited availability, etc, but it shows that other providers "get it" and see that Comcast is ripe for the picking.

I think the pressures on Comcast's cable TV service are even greater from Netflix, Amazon, HBO's new streaming option, selective download services like iTunes, Roku "channels" and so on. You can get most content now without cable.

I'd be most worried if I was Comcast about the original content. Most of what underpins cable is having content, and it may not be unlikely that in the near future the content people want isn't even available on Comcast or any other cable service at all.

Comment Re:Good Business or Empire Building? (Score 2) 112

My sense is that it maybe wasn't good business.

The sectors represented by Comcast (content, cable, internet) all face a ton of pressure from various competition. Amazon and Netflix are actively creating content and building alliances with production companies. Cable is being decimated by streaming and downloadable content (accelerated by excessive cable pricing and poor customer service). Even Internet is showing signs of competition from municipal broadband and other providers -- CenturyLink, who is just about as awful as Comcast from a customer service perspective, just ran fiber optic cable down the poles behind my residential address. The utility guy I quizzed said it was for residential high speed internet.

The only way this deal made any sense was as a holding action -- give Comcast a bigger local monopoly slice and hope that they can milk the customer base and Netflix, et al, for enough cash that they can keep the wheel turning. Regulatory pressure, net neutrality, etc may even have limited that strategy, at least on the milk-the-content-providers department.

Mergers are expensive, from the deal costs to the business integration side and I really question whether at the speed their markets are changing that they can maintain customers and margins long enough to profit from the merger.

It also makes the business a lot bigger, which makes it slower to adapt and innovate, especially when it represents a sector that has traditionally relied on monopoly power and not innovation. Being a bigger dinosaur didn't help the dinosaurs.

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