Thumbnotes on the Treadmill

Its cold and rainy outside. No bike ride for me this morning. So I am inside on the eliptical trainer To relieve the boredom I am going to try another stream of consciousness post

1) The Facebook beauty contest ended as suspected with Microsoft investing a lot of money for a small stake and locking down the ad relationship. I stand by my comment I made on this when the news of discussions first broke that the valuation of this deal is irrelevant.

2) Nokia can buy companies like Navteq and Enpocket but they won’t make Nokia a web services company as long as the vast majority of its revenues come from selling hardware.  Apple is also a hardware company. On the other hand, RIMM is not.

3) IMAP/gmail is a big deal I am going to switch from outlook/exchange to gmail soon. When will there be an IMAP client for gmail/gcal that does over the air sync on my blackberry?  Or do I Have to wait for the gphone?

4) Seeing my facebook and twitter friends aggregated on my flock sidebar is a revelation of the highest order. I have one social network, but its broken into a bunch of silos right now. Its time to aggregate it up.

5) Neko Case is amazing. But I like her work with New Pornographers better than her solo work

6) Someone needs to do this chart. For any given band, plot records sold (per release) versus tickets sold (per tour). Do that over the course of the past ten years. Lefsetz says that Spoon only sold 3,800 cds this week and 150k to date. I bet they draw more than 3,800 per week touring. Its not that Spoon doesn’t have a rabid fan base, its that their fans will pay for something that is scarce and won’t pay for something that is not

7) Public market investing is largely about picking the right names and trading them well. Its about deciding whether or not to play the hand that is dealt. Private market investing is much more about how you play the hand.

8) Parenting teenagers is hard. Not reacting/overreacting is half the battle.

9) I hate working out indoors

[posted by email to typepad, apologies for spelling, grammar, typos, and the absence of links]

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