Entries from July 2008

Tuesday, July 29th, 2008

Why we ditched Hewlett Packard

I made the decision to ditch Hewlett Packard as our primary hardware vendor after being an HP advocate for 15 years. I love HP Servers, but their channel support is atrocious. As an HP reseller I have always been anti-Dell, but given recent events with HP we’ve committed to switching to Dell. Our goal was […]

Sunday, July 27th, 2008

Cloud Computing and Competitive Advantages

There is a lot of buzz about Cloud Computing. Briefly (from wikipedia), Cloud computing refers to computing resources being accessed which are typically owned and operated by a third-party provider on a consolidated basis in Data Center locations. Examples of Cloud Computing include Google Apps, Apple’s MobileMe and  Amazon’s S3. A brief history of how […]

Friday, July 18th, 2008

I got a Chumby

What’s a Chumby?  A Chumby looks like an alarm clock, but it’s really a small internet connected computer with content you select and customize online. It can stream music, provide stock quotes and even check your Inbox. Here’s my virtual Chumby with the channels I use….most of the channels refresh every 30 seconds. Edit: I […]

Friday, July 18th, 2008

Apple’s MobileMea Culpa

Received an email today from Apple regarding MobileMe. It’s a mea culpa of sorts. A Corporate “Oops” if you will.  The entire body of the email is available at the bottom of this post. The email very honestly lays out the issues Apple had with the transition to MobileMe.  The reason I’m posting it here […]

Wednesday, July 16th, 2008

Top 10 signs that you have a bad bank

David Letterman’s Top 10 signs you have a bad bank: 10. Teller asks, “How may I swindle you?” 9. Instead of Andrew Jackson, their $20 bills have a picture of Tito Jackson. 8. They promise they’ll have your money if you come back after tonight’s Keno drawing. 7. Interest paid not in money, but in […]

Tuesday, July 15th, 2008

The Law of Rents

In a previous post titled Hardwork, Intelligence and Profits I spoke about being a homeowner during the rapid decrease of home values in 2008. When the market was near it’s top I reasoned that the best reason to sell was the “Law of Rents”. I created this Law, so allow me to explain.  The Law […]

Tuesday, July 15th, 2008

Hardwork, Intelligence and Profits

In a post on CriticalMAS called True Job Insurance Means Shorting Your Own Company the author puts forth the interesting concept of hedging your employment risk by betting against your industry via puts. I think he’s onto something.  In the dotcom days I was a part-time (and highly delusional) daytrader.  I was up 1000%.  Yes, […]

Friday, July 11th, 2008

The case for AAPL

Apple has released the 3G iPhone.  The plan is for the iPhone to be available in 70 Countries within a year.  This represents a large increase in available markets for what has been the hottest phone (it’s really much more) to ever hit the market. An important (and overlooked) part of the release of the […]

Thursday, July 10th, 2008

Don’t Walk…or Think

These walk signs are on many busy intersections across San Diego. To cross the street pedestrians are supposed to push the button to change the traffic signals. The result: pedestrian controlled traffic signals causing traffic jams and wasting gas across the city. Even worse, many pedestrians have so surrendered common sense that they walk blindly […]

Thursday, July 10th, 2008

The upside of expensive Gas

Gas is at $4.50/gallon. Hummers sit on lots while the Prius has a six month waiting list. Solar, Wind, Nuclear and Natural Gas have become hot topics. India will soon produce a $3,000 car. With 1.2 billion people the availability of a $3,000 car will intensify worldwide gas consumption and demand for oil. Add in […]

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