See you on the golf course, John, Cisco is in trouble

ballmerchambersLast week I began this series on large companies in turmoil by looking at Intel, which I saw trying to guarantee its future through enlightened acquisitions that actually emulated this week’s company — Cisco Systems. So if Cisco already knows how to assimilate other companies and technologies to stay ahead of the market, how can they have a problem? Cisco’s problem is their market is mature and being commoditized with all boats sinking. And this time there isn’t an obvious new idea to buy.

Cisco is a becoming a very expensive utility appliance.  The revenues streams at Cisco that are at risk:

–          Enterprise routers for T-1 services versus DOCSIS 3.1 and in the future 4G LTE-A

–          […]

By |December 4th, 2013|2013, Business, Companies, Internet|33 Comments
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The Google File System makes NSA’s hack blatantly illegal and they know it

nsa_google_snoopThe latest Edward Snowden bombshell that the National Security Agency has been hacking foreign Google and Yahoo data centers is particularly disturbing. Plenty has been written about it so I normally wouldn’t comment except that the general press has, I think, too shallow an understanding of the technology involved. The hack is even more insidious than they know.

The superficial story is in the NSA slide (above) that you’ve probably seen already. The major point being that somehow the NSA — probably through the GCHQ in Britain — is grabbing virtually all Google non-spider web traffic from the Google Front End Servers, because that’s where the SSL encryption is decoded.

Yahoo has no such encryption.

The major point […]

By |November 2nd, 2013|Breaking News, Government, Internet, Privacy and Security|44 Comments
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Privacy is dead and here’s how

privacy-do-not-disturb

My friend Dave Taht, who battles bufferbloat for us all, pointed me today to a document from the Wireless Internet Service Provider Association. It’s the WISPA CALEA Compliance Guide, which details most of the rules that wireless ISPs are required to follow by CALEA — the Communications Assistance for Law Enforcement Act of 1994. These rules, variants of which apply to all telcos and to ISPs of all kinds (not just wireless), say what those companies are required to do to comply with the law. More directly, it specifies how they can be required to intercept customer communications and relay that content to law enforcement agencies.

Read it if you have a moment. The document, which is […]

By |October 21st, 2013|2013, Government, Internet, Privacy and Security, Technology|56 Comments
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Mainframe2 runs super-powerful Windows apps in the cloud

Screen Shot 2013-10-15 at 10.50.39 PMMy friend Nikola Bozinovic (say that three times fast) is a very sharp software developer originally from Serbia who has, over the years, worked for most of the usual suspect American software companies. He is also the guy who restored from a grotty old VHS tape my film Steve Jobs — The Lost Interview. And as of this week he’s the CEO of Mainframe2 (now called Frame — Bob) , an exciting startup strutting its stuff at the DEMO conference in Santa Clara. Mainframe2 claims it can put almost any Windows application into the cloud, making apps usable from any device that can run a web browser supporting html5. […]

By |October 15th, 2013|2013, Breaking News, cloud computing, Computing, Internet, Software|60 Comments
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How I Refresh my memory

refreshlogoMy friend Paul Tyma (ex-Google, creator of Mailinator, occasional stand-up comic) released a mobile product this week and one thing I find interesting is the difference between how he describes it and how I describe it

Paul:  “Let’s say you had an important meeting with someone you really want to impress. A smart person would probably spend a non-trivial amount of time scouring the internet for information about that person. What are they tweeting about? If you’re LinkedIn to them, then go check out their LinkedIn profile. If you were really interested you might go look up their house on Zillow. Or see how their company’s stock price faired today on Yahoo Finance.”

Bob: “Let’s say you […]

By |September 27th, 2013|2013, Companies, Internet, Phones, Social Media, Software, Startups|24 Comments
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