Who’s the Biggest Bell of Them All?

Daniel Berninger:

There appears to be an anomaly in the relative market valuations of SBC and Verizon due to differences in how they report wireless results.

I am challenging anyone to account for the 25% premium enjoyed by Verizon
shares over SBC.

Everyone seems to think Verizon is the larger company, but SBC is larger by
revenues and customer counts for celluar, LD, DSL, and Data. The two report
the same number of total access lines. SBC has somewhat better overall
margins.

Microsoft’s Black Box for Windows

Yet another reason to move off of Microsoft Windows:

In a move that could rankle privacy advocates, Microsoft said Monday that it is adding the PC equivalent of a flight data recorder to the next version of Windows, in an effort to better understand and prevent computer crashes.

The tool will build on the existing Watson error-reporting tool in Windows but will provide Microsoft with much deeper information, including what programs were running at the time of the error and even the contents of documents that were being created. Businesses will also choose whether they want their own technology managers to receive such data when an employee’s machine crashes.

Newspapers & The Tipping Point: Memories of My Paper Route Days


I remember the first day of my Milwaukee Sentinel paper route. It was March, 5:00A.M. The 32 papers were dropped on a corner near my home. I drove my bike, picked up and counted the papers, placed them in my paper “bag” and slid up the hill while it was snowing that cold morning years ago.
I delivered them, biked home and enjoyed a warm breakfast.
I also remember my dad driving me around once each week (early!) with the extra large Sunday edition packed high in our station wagon’s back seat. 132 copies on Sunday.
I also learned about selling newspaper subscriptions and collecting money. The subscription game was, in hindsight rather classic. Give some young kids a prize (“whomever sells the most at tonight’s sales rally, gets a football”). The memory of that evening is clear. I won the football. I had to sell rather hard to get that last sale – the local sales manager drove me to a friend of my grandparents to make that last sale. It’s interesting to think about these things today, 30 years later, in 2005, the internet era.
At the time, I did not grasp the far reaching implications of that last minute sale that gave me a football. Paid circulation was everything. The football was a cheap bonus to motivate the kids in the field. Today, the newspapers offer deals via direct mail, if at all. They’ve lost the family ties (I don’t know how to get it back and I don’t think it’s coming back).
Years later, it seems that few young kids are delivering papers any longer. That income earning opportunity may have left years ago, gone to those old enough to drive cars (and cover a larger area faster than a kid on a bike). I wonder if this loss of a classic early job with its family/community ties (Sunday’s heavy paper required a parent’s support via a car) was one of the many 1000 cuts that is laying the newspaper gently down to die, as Jay Rosen says.
Paper Route links at clusty. Paper Boy Blues The Tipping Point

Falk vs. Lautenschlager? Why bother?

Milfred:

Dane County Executive Kathleen Falk surely had her eye on Herb Kohl’s U.S. Senate seat until Kohl indicated he’ll seek re-election next year.

Now Falk may be contemplating a bid for attorney general — even if incumbent Peg Lautenschlager wants to keep the job.

When I asked Falk recently if she might challenge Lautenschlager, she paused for a few moments. Then she carefully responded: “Wherever I go, people are encouraging me to run.”

If I were Kathleen, and I’m not, I would run for Governor.

Business/Politics as usual is a real problem. I don’t see any new thinking (taxes, economic development, bright flight from the UW system, local education, broadband, government/public service efficiency) from the current regime, or from the Republicans for that matter. If not Governor, then why not challenge Kohl? I think it’s time for some new blood in that seat as well.

Microsoft’s Next Windows, Longhorn….

This Bill Gates quote: “Gates did promise that Microsoft’s biggest-ever marketing campaign would accompany Longhorn’s release. Microsoft recently announced plans for a precursor to that campaign, a “Start Something” blitz that will tout the abilities of current versions of Windows.” reminds me of SUN Microsystem Founder Bill Joy’s great quote: “The quality of a company’s software has an inverse relationship to the amount of money spent on marketing”. I’ve found this to be uniformly true.

Hackworth: Desert One, a Watershed Event

David Hackworth:

April 24 and 25 marked the 25th anniversary of “Operation Eagle Claw,” Jimmy Carter’s ill-fated attempt to salvage his presidency by rescuing 53 Americans held hostage in Tehran by the Iranian Revolutionary Guard. It’s also the date of one of the U.S. military’s worst self-inflicted public humiliations.

By the time the joint mission was canceled, eight American warriors – five from the Air Force, three from the Marines – had been killed, and dozens were wounded.

Hackworth also discloses the apparent “real” reason the mission was aborted.