Battle of the Elephants. The "quadruple play" is already a well understood investment play on Wall Street. The big battle ahead is cable and what used to be the regional telcos. They're both arming themselves with everything they can think of, including faster and faster, two-way broadband, internet telephony, cellular and broadband wireless services, along with hundreds of content channels...and each side is committing to spend billions to do it. What investors are trying to understand is who remains standing with a semblance of a profitable business at the end of it. Each side is desperately trying not to end up being a "dumb pipe", but have a valuable "walled garden" of services to keep customers paying $50, 100 or more per month per household. Someone is going to end up losing these multi-billion dollar bets. More here: http://mp.blogs.com/mp/2005/07/on_wilting_wire.html

How about creating or buying a ready-made "computer on a stick"? That is a USB memory stick...there's a fair bit of open source software, OS, apps, utilities etc., that can boot from a USB drive. You can put this together or buy one from third-party vendors... Another inexpensive alternative would be to pass around a "how to" sheet to your group after you give them a demo off a USB drive. On it you could also include the PCmag reviews of OpenOffice reassuring Microsoft Office compatibility. If you want to go the extra mile, you could even set up the Mozilla browser with all the open-source resources bookmarked like wikipedia, Wikinews, imdb, openmedia.org etc. it's an eye-opener for those not familiar with open source. More here: http://mp.blogs.com/mp/2005/07/on_computers_on.html

Not sure I understand this, and it seems to be a relatively old story (last month already)...it seems to be more Michael Robertson's disappointment rather than Apple, with a tinge of sour grapes in the air. Anyway, the world is rapidly changing to make the whole Windows vs. Mac box competition to be relatively less interesting. With more applications and services moving off the desktop and into the network, the battleground is increasingly shifting online. Apple has already leveraged this move by becoming the number four vendor of personal computers, right behind Gateway on the recent numbers. Now they just need to start to race Microsoft to making more of their applications web-optimized and OS-agnostic. iTunes is a basic step in that direction. The portals are not standing still though...Yahoo!'s acquisition of Konfabulator is in my view a move toward making this new reality happen faster. More on that here: http://mp.blogs.com/mp/2005/07/on_yahoo_acquis.html

Bill Gates, in a speech to the nation's Governors three months ago, cited some pretty startling takeaways on the state of Science education in the US. NY Times columnist Thomas Friedman had a great piece on it. More on both here: http://mp.blogs.com/mp/2005/04/fire_aim_ready.html

Looks like F.E.A.R. is the FPS to watch for in the second half of 2005...any thoughts?