DISQUS

MikeRT Aside from streaming audio and video, what really cannot be done on a fast DSL or cable connection? Those connections provide plenty of bandwidth for business applications.

Wes Felter Indeed. People won't buy "ultrabroadband" to run today's apps faster; it will enable new apps. But that will only happen when there is a critical mass of users so that these new apps are worth developing.

jquaglia Most people don't have time to do much quantitative analysis on individual stocks day in and day out. If you're not going to do so, mutual funds probably make the most sense for individual investors. But that's no fun and I appreciate the back of the envelope valuation to justify the position I have taken in both companies even if Fred's understandably sketched out about Apple management.

fredwilson Its all the same effort tim. I just call it as I see it. I wouldn't invest in a mgmt team that lies no matter how good they are

fredwilson It could be a trend developing!

fredwilson Its an open (meaning you can build extensions on top of it) platform for
aggregating both file based and streaming media for the family room/living
room. It currently supports video, audio, and images.

Adam Thierer Dude, I'm just joking with you Applebees. Chill.

And yes, the stylus is soooo 1994. But some things from the past are worth preserving.

Mac I was going to comment on the "hard core business user" thing, too... except I'm on a PalmOS Treo, and I'm often annoyed because neither of my two Blackberry-toting partners can actually edit Office documents and view PDFs. And their battery life sucks by comparison.

I do expect a huge number of apps to be developed for Android, and I think Google's biggest mistake was going with T-Mobile. I know quite a few people who want an Android phone but won't touch this one because of the carrier dependency (myself included). Heck, I'd probably spend what little spare time I have looking into writing an Exchange client if only the phone wasn't stuck on T-Mobile. But instead I'm stuck waiting to see if it gets picked up by a real carrier with decent coverage.

Google's search business wasn't a game-changer either. They started when Alta-Vista was the undisputed king. I think their tactic is the same: to simply do the smartphone thing better, perhaps even just incrementally better, and let the snowball-accumulation effect work its magic.

Michael Koby Umm, I have SEVERAL useful third-party applications installed on my BlackBerry Curve. And I'm sorry, just about every Windows Mobile device I've touched or seen needs to be rebooted on a CONSTANT basis. Having to constantly reboot your phone does not make it the best business OS (in fact just the opposite in my opinion). Also, keep in mind that RIM outsells WM devices something like 5 to 1 easily (and I'm probably undershooting). Executives like their phones to work, not be constantly rebooted. If you want to argue what "hardcore business users" are using, look at the numbers, you'll find it ain't the iPhone or WM.

Also, what do you mean "open" hasn't worked for Linux? There are more people using Linux today than ever before. Linux has helped Amazon and Google become power houses in today's internet market. So I'm not sure what your definition of "working" is, but it seems it is largely different than mine.

Paulo Tim,

Get of your high horse - the number of restaurants the man has established has nothing to do with the issue. He is asking paying customers to pay, in advance, for a meal they know nothing about. This is a big step.

I think you'll agree it is a little arrogant.

Emil Sotirov Tim... yelling and even threatening each other was part of politics forever... citizens should have a little bit of the "thick skin" required for every politician. There is no way around it. It is a bit like the yelling that is normal for sports. People in southern cultures (like the inventors of politics in Greece and Rome) are OK with some yelling. It doesn't stop them from being friends after the "session"... :)

fredwilson i don't think it's valid which is why i posted it. i want this blog to represent everything about me, including my political views. if you think they are naive, so be it. some do, some don't. that's life.

fredwilson i think you can say something sucks in the comments. a post that says that needs an explanation. but this is a comment. i have bought two now. the first gen and the new one. and both of them are paper weights for me. i don't find them particularly useful. certainly not the way my blackberry curve is useful.

fredwilson That's debateable. When analysts all over the street are talking about it in their research and calls with customers, its impacting the stock. How much is another story entirely. We'll only know if Jobs comes out and says something definitive and then the stock will tell you