Several new Microsoft advanced technologies

Fact: As reported in TechCrunch and other sites today, “Microsoft’s Live Labs has just released Thumbtack, a web clipping service that allows users to compile links, media, and text snippets into online storage bins for future reference. Users can also share their Thumbtack collections with their peers, allowing them to collaborate by adding new clips and notations… The service works fine on IE7 and Firefox, and isn’t OS dependent. Each of these clippings can be sorted into folders called ‘Collections’, which can be published to the web via RSS, embedded in blogs, opened to friends for collaboration, or kept private for safe keeping.”  [There’s also a good Ars Technica review of Thumbtack here.]

Birth of Cool (Cuil) – History Repeating Itself?

Fact: Cuil reaped the whirlwind of the media buzz it craved today.  As CNET put it, “Google challenger Cuil launched last night in a blaze of glory. And it went down in a ball of flames. Immediately after launch, the criticism started to pile on: results were incomplete, weird, and missing.”

Analysis:  For several months I’ve had running an RSS feed along the right-hand side of the ol’ blogspace here, entitled “Who’s Talking about ‘the next Google.'”  Ha ha – the RSS feed pulls from a Google News query.

Well, if you judge by the echo chamber hungry for positive tech news amid a down market, you might think “the next Google” has emerged: the birth of Cuil.  (Extra credit if you’re a Miles Davis jazz fan, by the way.)  I may retire the crown, or at least the RSS feed.  Here’s some of the global attention:

Test for Prediction Markets: They Say Obama, but Polls Say It’s Tied

Fact: According to the latest Rasmussen poll released Saturday July 12, and promptly headlined by the Drudge Report, “The race for the White House is tied. The Rasmussen Reports daily Presidential Tracking Poll for Saturday shows Barack Obama and John McCain each attract 43% of the vote.” Newsweek is reporting a similar result in its own poll, with Obama moving down and McCain up (“Obama, McCain in Statistical Dead Heat“), and other polls increasingly show a similarly close race.

Analysis: I’ve been tracking the growing divide between two quite different methods purporting to offer statistical predictive analysis for the November presidential election. Polls are saying one thing, but Prediction Markets are saying another. 

What If Microsoft Bought a Slice of Apple?

FACT: The amount commonly cited as Microsoft’s offer to buy Yahoo is $44 billion, though that fluctuates with Microsoft’s stock price, as one component of the offer is in stock. 

ANALYSIS: How much is $44 billion?  It was Warren Buffett’s net worth two years ago when he decided to give most of it (85 percent) away; it was reportedly the annual budget of the U.S. intelligence community in 2005; it would pay for a full five years Universal Social Security coverage for all uncovered state and local government employees; it’s the total amount spent on illegal immigration enforcement by the federal government over the past two years

Microsoft has decided to offer that much for Yahoo, but I like really out-of-the-box thinking 🙂  And today I read a better idea for that money.

The Three-Way Race, in Politics and Search

On the eve of the Super Tuesday primaries I’ve noticed a small but curious synchronicity, a sideways rhyming, between the Microsoft – Google – Yahoo elephant dance, and the back-and-forth among the top remaining candidates on the Republican and Democratic sides in the presidential primaries.

In graduate school I once wrote an 85-page study of “The Strategic Triangle: U.S., Soviet, and PRC Realignment during the 1970s.” Ah, the good old days of Henry Kissinger and grand-game geopolitics. But let’s stick to the more prosaic cage match dominating our politics right now.  Last week, John Edwards finally dropped out (or “suspended” his campaign, preserving some shred of pre-convention viability I suppose), and in doing so he refused to endorse either Barack Obama or Hillary Clinton. Both campaigns said great things about Edwards *after* he left the race, of course, the better to woo his supporters.  But before he dropped out, while he was still showing up in debates, both Clinton and Obama (and their surrogates) showed quite a bit of peevish annoyance that the third-place fellow wasn’t giving up and tossing them his endorsement.

Similarly, Mike Huckabee is hanging on by a thread on the Republican side, to the great solace of John McCain and the fuming of Mitt Romney, the latter believing that Huckabee’s conservative supporters would line up with him in a binary choice between Romney and McCain. (Would that count as a Baptist-to-Mormon conversion?) Romney spent the weekend bashing Huckabee even more than his putative rival, McCain.  Triangulation and frustration boil over into a combustible mix, obviously.

The same combination appears to be brewing in the Googleplex, while investors and analysts dump on the once shiny GOOG, which tanked yet again today, dropping below $500. 

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 …

Microsoft becomes Microsoft!

Everyone in the blogosphere will light up today on the topic, so not much needs to be said, but I’m glad that at last I can break out the exclamation mark and call my company: Microsoft!

Regarding the purchase of Yahoo!, Dennis Kneale, CNBC’s Business News Media and Technology Editor, had the most vivid word-picture early this morning on the air: “The one guy in America who can’t eat breakfast this morning without feeling sick to his stomach is the Google CEO, Eric Schmidt,” referring to Google’s previous attempts to snag Yahoo!.

I’ve been one of the 400 million users who have a Yahoo! account, for years, with lots of personalized interests and preferences willingly shared in exchange for great user experience like the pioneering MyYahoo portal, which I still like and use, though I also have a tricked-out iGoogle site (eight tabs worth) and now a pretty robust Live Search, Online Live Workspace, and Live Spaces environment.  Imagine the experience and gutsy experimentation that’s coming to Microsoft(!), joining up again with former Yahoo himself Gary Flake (now head of Microsoft’s Live Labs)… it’s pretty exciting.

Keeping score will have to be a longterm effort, of course – start here.