Some days, seemingly random events swirl until they start to form a pattern. What's in these tea leaves, do you figure?
- The name "Red Hat" seems to be popping up more and more often lately. It's a cutting-edge technology company with a market capitalization 7% the size of Google's (thus easily absorbable), and a roughly similar price-to-earnings ratio. There are precious few such companies around. What if...?
- When Cory blogs an item about Internet Explorer, this site is besieged with a veritable avalanche of traffic! Must be a love-hate thing going on out there.
- Some of Google's beta projects are still unknown to most members of the business and technology press ("they do? what's that?"), but clearly the Wall Street analysts who upgraded the stock this week were privy to some of them, and have let their imaginations get ahead of them, for fun and profit. Perhaps it's a good thing Google's hiding some of its stuff in plain sight, since features like Google Groups 2 are not ready for prime time. Right now, judged by the standards of a "portal company," Google resembles the demolished Christine before she summons her mystical powers and cobbles the chrome together into a nice shiny package. A lot will have to happen before Google "gets it all together." This seems like it will require bold steps, which means it will be impossible to keep it all under wraps forever. For now, getting Froogle, GMail, Groups 2, and Personalization out of beta might be steps in the right direction, but I'm not holding my breath.
- On a relative basis, Hotmail has been downgraded back down to "sucks."
- Mary Meeker is speaking in tongues again.
- I'll be holding a seminar on how to stuff popular keywords into blog entries. Upper floor, third couch, Bloor Street West Starbucks, tomorrow between 10:33 and 10:35 a.m. Door prizes: Britney Spears wedding photos, "Osama sucks" t-shirts.
Posted by Andrew Goodman
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