Friday, July 31, 2009

(cont'd from previous) This could end the era of exclusive lock-in between phone carriers and device manufacturers and start a new era

Looks like FCC will force Apple to enable Google Voice on iPhone on anti-competitive behavior grounds. This could potentially end (cont'd)

Microsoft/Yahoo search partnership is a great deal for MS but not so good for Yahoo because Yahoo is effectively outsourcing search to MS

Sunday, July 26, 2009

Yahoo organic search will be powered by Bing and Yahoo paid search will be shown on Bing - good move by both Microsoft and Yahoo.

It looks like Microsoft and Yahoo will announce their search deal this week
http://ping.fm/dhAyh

The link to the article on North Korea executing a Christian woman
http://ping.fm/0NZdN

North Korea executes a woman for distributing bible in North Korea and sends her husband and children to political labor camp
http://ping.fm/iI6Qw

Saturday, July 25, 2009

Benchmark Capital held an IPO workshop for its portfolio start-ups which sounds very encouraging
http://ping.fm/3TV5C

Thursday, July 23, 2009

Preparing for the board meeting tomorrow

Here is the link to the Become.com's AIR search engine algorithm that was just published on ACM Communications journal
http://ping.fm/ArLnL

Become.com's engineers just published a paper on AIR search engine algorithm in prestigious ACM Communications Journal - COOL!!

Wednesday, July 22, 2009

Busy day for M&A: Amazon to acquire Zappos.com for $847 million - great deal for Amazon!
http://ping.fm/UFZ1i

Bankrate, a leadgen company, was acquired by a private equity firm Apax for $571 million in cash http://ping.fm/RnKIF

Tuesday, July 21, 2009

Ning raises $15 million at $750 million pre-money valuation - WOW!! http://ping.fm/9TPnU

Monday, July 20, 2009

Flying down to LA for meetings - San Jose airport renovation is on-going. Should be good when it's completed.

Saturday, July 18, 2009

Just came back from serving Korean Bulgogi lunch to about 130 homeless people in downtown San Jose with other volunteers from Onnuri church

Thursday, July 16, 2009

Looks like Yahoo and Microsoft are getting pretty close to doing a search ad deal
http://ping.fm/WKpBZ

Google's Q2 revenue grew 4% and profit grew 18% compared to Q2 last year
http://tech.yahoo.com/news/afp/20090716/tc_afp/usitinternetearningsgoogle_20090716204308

Prof. Rajeev Motwani at Stanford drawned after over drinking - San Jose Mercury. Very sad
http://ping.fm/oZSiC

Tuesday, July 14, 2009

It sounds a little defensive and reminds me of IBM or DEC down playing PC some thirty years ago.

It is interesting to see how Bill Gates and Steve Ballmer are reacting to Google's Chrome OS: http://ping.fm/xDbOi

Just signed up to attend Del Mar High school 30th reunion... I can't believe it has been already 30 years! http://ping.fm/RRG5A

Monday, July 13, 2009

My Yahoo is down. Not sure what the problem is...

North Korean Leader Kim Jong Il has pancreatic cancer: http://ping.fm/AXr8j

Sunday, July 12, 2009

I am really enjoying reading this book by Taekwondo Grandmaster Richard Chun on his life journey: http://ping.fm/2ViY6

Saturday, July 11, 2009

Just got back from a Tae Kwon Do workout... It feels great to be working out again... David is getting into it which is great!

Friday, July 10, 2009

I was struck by what top VC Mike Moritz at Sequoia (who funded Apple, Google) said today..."there is no revolution... it is all evolution"

Attending Guy Kawasaki's Revenue Bootcamp at MS campus in Mtn View
Attending Guy Kawasaki's Revenue Bootcamp at MS campus in Mtn View

Thursday, July 09, 2009

I just posted a blog on my view on Google getting into the PC OS business with Chrome OS: http://ping.fm/HPdT4

Google getting into PC OS with Chrome OS

Google recently announced that it will be launching a new PC OS called Chrome OS. When I first read about this on NYT two days ago, my immediate reaction was that it was a great move by Google to launch Chrome OS. There are number of problems with MS's Windows OS for both consumers and PC hardware makers that makes the Chrome OS a viable option that could further threaten MS's dominance in the PC software business. One of the biggest problems with Windows for consumers is that it has become so complicated and bloated that it takes few minutes to boot up. Google's Chrome OS promises to boot up and have you on the web in a few seconds. PC makers are desperately negotiating with Microsoft to reduce the per unit license fee of $75 for Windows 7 because the average PC price has gone down from something like $1500 few years ago to $600 today. The margin is so tight that a viable, cheaper OS alternative like Chrome OS that is standards based could be very attractive. Now, Windows franchise will not go away over night because a lot of people are still using Outlook, Word, Excel and Powerpoint applications but as the world continues to move toward the web/cloud computing model and more and more applications with backward compatibility are available on the web for fee or at minimal cost Microsoft will start to loose market/revenue share (here again Google threatening MS with Gmail, and dozens of other free web services). Microsoft is no longer a dominant company that it used to be in the 80s and 90s (their stock price today is where it was 8 years ago). Google is the dominant player in the web era. In my opinion, this is a good strategic move by Google to threaten Microsoft while Microsoft tries to threaten Google with Bing search engine. It will be interesting to see how these two goliaths of the tech business strategize and compete in the coming years and decades.

Tuesday, July 07, 2009

Watching Michael Jackson's memorial service on TV. DVR is so great on DirecTV.

Saturday, July 04, 2009

Does anyone know the best spot to watch fireworks in or around Los Altos Hills tonight?

BBQing Kalbi and Kimchi for the July 4th weekend with my family and Sam's family from LA - Happy birthday America!!

Thursday, July 02, 2009

Good meeting in Salt Lake City. flying back home to SFO

Flyng to Salt Lake City, Utah for a business meeting this afternoon.