必読記事・論考

TNL.net 11/19/04 Why Apple should consider Wintel
Last week, two major events showed the decreasing power of the Operating System: the first one was the release of Firefox and the second was the release of Konfabulator on the Windows platform.

ACM Queue 11/04 Outsourcing: Devising a Game Plan
What types of projects make good candidates for outsourcing?

Business Week 12/20/04 China Goes Shopping
Lenovo-IBM is only the highest-profile deal yet in a wave of Western acquisitions that is certain to build

Big Blue's Bold Step into China: Teaming with Lenovo means opportunity -- if it can meet the big challenges ahead as competition remains intense

Lenovo's "Unique Opportunity" : CFO Mary Ma says after the IBM PC deal, "the beauty of the enlarged company is in its differentiated products and technology"

Jonathan Schwartz's Blog 12/3/04 Making Sense of IBM's Departure from the PC Industry - and Network Economics
To me, the sale of IBM's PC business proves the point - the company that invented the category (me, I like to believe they cloned Apple's business), is now exiting due to poor financials. And attempting to sell it to a company whose principle competitive differentiator is cost (and geographic/political proximity to a growth market).

patrickWeb 12/8/04 ThinkPad Futures
I was a newcomer at marketing but I had a great appreciation for the importance of having good names for things. We were looking for an "independent" sounding name for a newly formed PC division that had aggressive plans to become a major player in the corporate market. We decided on the "IBM PC Company".

WSJ 12/10/04 Will Chinese ThinkPads Still Seem Hip?
Eric S. Raymond has been a loyal user of International Business Machines Corp.'s ThinkPad laptop computers since his Vaio laptop from Sony Corp. fell apart.

But Mr. Raymond, like many other ThinkPad cultists, is worried that his laptop of choice will lose its edge when IBM completes the $1.25 billion sale of its PC division to China's Lenovo Group Ltd., heretofore a maker of cut-price merchandise. "I'm concerned that the engineering budget for continuous development will get cut drastically," he says.

IBM launched the ThinkPad in 1992. John Patrick, a former marketing vice president in the company's PC group, recalls that an outside consultant came up with the ThinkPad name for a tablet-like computer, designed to recognize handwriting, that was aimed at the package-delivery market. The name incorporated the IBM motto "Think," which originated with company founder Thomas Watson. The tablet flopped, but IBM gave the name to a new laptop its engineers were developing.

Jonathan Schwartz's Blog 12/3/04 A Message to Hewlett Packard's Constituents - on the Demise of HP-UX
It's late on a Friday night, but with yet another series of disappointing announcements coming from HP this week, and the year coming to a close, I wanted to take the opportunity to speak directly to the entire Hewlett Packard community - customers, partners, all.

CFO.com 11/30/04 Six Degrees of Cooperation
If it's who you know that counts, social-networking software will make sure your colleagues know them, too.

Salon.com 12/9/04 The Shlemiel way of software
Author Joel Spolsky talks about what Microsoft has in common with his grandparents and what Isaac Bashevis Singer has to do with code-generating schemes.

John Battelle's SearchBlog 12/8/04 Majestic on GOOG: Brother, Can You Share a Dime?
Today's insights have to do with Google. My headline? On average, Google gets nearly a dime for every search it serves in the US. A recent report from Majestic, based on proprietary Comscore data as well as Majestic's own panels and other sources, notes

  • 98 percent of GOOG revs are from paid search. 65% of revs are domestic.
  • Q3 domestic growth driven by 7% quarter to quarter increase in paid introductions (paid clicks), to 964 million, and a 2% quarter to quarter increase in average price per click, to 5%.
  • Average CPC: 54 cents, up a cent quarter to quarter.
  • Revenue per query grew 8.3% quarter to quarter to nine cents. (That's right, every search we do on Google makes them nearly a dime, on average).
  • Overall US searches grew 6% quarter to quarter, Google powered searches grew by .2%.
  • In Q2, 51.9% of all searches on the Google Network included at least one paid listing.
  • Of those, 32% include at least one paid introduction.

SiliconBeat 12/10/04 Google's plans to cash in on News
This is a noteworthy piece from internetnews.com, about a patent application by Google that shows how it could draw cash from both online/digital AND printed media search.

小さなニュースかもしれないが、Googleがなぜこの特許を取ったのかを分析してみると面白い。

Jeremy Zawondny's blog 12/10/04 Tom Foremski on Google and Yahoo Culture
However, it was during that day of meetings that I first discovered the internal confusion over what kind of company Yahoo is. I remember telling someone that I really wanted to go work for a technology company, not a media company. That led into an interesting discussion of the evidence for Yahoo being a media company vs. Yahoo being a technology company.

John Battelle's Searchblog 12/10/04 Google vs Yahoo
Friday Sketching: Tangential Ramblings on the Roles of Google and Yahoo in Search, Media and Beyond
More On Google, Yahoo, Media, Technology

Loosely Coupled weblog 12/10/04 Software Futures
Future trends in software seems to be the theme running through this week's notes

Information Week 12/04 特集「The Future of Software」
Industry In Flux, Share The Load, Apps To Die For, Get That Team Spirit, A Windows World?