Elbowing for Obama influence between new CTO, new cyber czar

Today’s Friday – usually a big news day in Washington, whether by design (bury bad news late in a deep weekend news hole) or by human error (bureaucrats tried all week to get something done and slipped it in at the deadline).  There should be Obama cabinet announcements today, and meanwhile tech luminaries across the country are sitting by their phones, drumming their fingers and hoping for a call offering them the position of the nation’s first Chief Technology Officer. Norm Lorentz, who was OMB’s first-ever CTO, told C-SPAN this week that “If I were asked, I would serve in a heartbeat.”

My bold decision to withdraw from consideration as Obama’s CTO

To: President-Elect Barack Obama

From: Lewis Shepherd

RE: My Imminent Selection as Chief Technology Officer for the United States

Mr. President-Elect, I am hereby reluctantly but insistently withdrawing my name from consideration as your appointment to the newly created position of Chief Technology Officer for our nation.

No, no, please don’t try to persuade me otherwise. My decision is final.

Analysis: My earlier post about John Brennan being President-elect Obama’s “imminent” selection as CIA director is now a curio, given Brennan’s decision yesterday to withdraw from consideration. 

Like any good intelligence analyst writing a balanced assessment, I had included the caveat that the only thing standing between Brennan and the appointment was the likelihood of a last-minute political squabble or contretemps.

This being Washington we’re talking about, that is precisely what happened. 

Google, Microsoft, and Medical Research

Fact: Two stark numbers are published today about Google co-founder Sergey Brin. First, the annual update of the “Forbes 400” wealthiest billionaires reports that Brin’s personal net worth is $15.9 billion (though that’s down some $2.7 billion from last year, due to the decline of Google’s stock price by 40% since last November).  More importantly, Brin himself wrote in his personal blog today that by having genetic research done on himself, “I learned something very important to me — I carry the G2019S mutation… it is clear that I have a markedly higher chance of developing Parkinson’s in my lifetime than the average person. In fact, it is somewhere between 20% to 80% depending on the study and how you measure.”

Analysis: Sergey Brin’s own blog account of his discovery is a remarkably personal and touching piece, dealing with his mother and her own belated diagnosis of Parkinson’s, and the scientific boundaries of current genetic research and the implications one can draw from this immature field of science.

(c) AP Photo, Paul Sakuma

This was only the second post on Sergey’s new blog; the blog’s name is “Too” – and the first post merely stated the rationale for that name (“Welcome to my personal blog. While Google is a play on googol, too is a play on the much smaller number – two. It also means ‘in addition,’ as this blog reflects my life outside of work”). 

If his refreshing honesty and thoughtfulness today are going to be the calibre of his writing, I’m going to be a regular reader. 

His piece reminds me of Steve Jobs’ modern classic, his 2005 Stanford Commencement Address.  If you’ve never read that, then stop reading my words right now, and go read that. You’ll find yourself over the weekend thinking about your own approach to life.

But back to Brin and genetic research.  It will be interesting to watch what Google’s research arm is able to do in the area of medical and health research.  To make progress in bioengineering and genetics, “organizing the world’s information” is absolutely paramount and of course that’s Google’s mission statement.

A Quick Long-Term Analysis of GOOG, YHOO, MSFT

Fact: According to Forbes, writing after yesterday’s close of trading, “Unable to topple Google on its own, Microsoft is trying to force crippled rival Yahoo into a shotgun marriage, with a wager worth nearly $42 billion that the two companies together will have a better chance of tackling the Internet search leader…. Microsoft’s $31-per-share offer represented a 62 percent premium to Yahoo’s closing price late Thursday, although it’s below Yahoo’s 52-week high of $34.08 reached less than four months ago.”

Analysis: Most of the buzz about the Microsoft-Yahoo commentary yesterday was simply noise, bleating about the immediate impact (or not) on Google, as if the salience is a snapshot rendered in instantaneous who’s-up-who’s-down.  Yet I had a reader comment yesterday very perceptively on my post, saying “Whether the deal is timed well, overpriced or not, is for time to decide. Which may even take a couple of years!”

That got me to thinking about the value of these three companies over the long-term looking back.  Thanks to the web that’s easy to quantify, at least in terms of stock price; you can do it at MSN or on Yahoo Finance, but just for grins let’s do it at …