Monday, 23 April 2012

Facebook’s Amended S-1: 901 Million Users, 500M Mobile, Paid $300M Cash + 23M Shares For Instagram


Facebook has just filed a fourth amendment to its S-1 to IPO that notes that it now has 500 million mobile users, 901 million monthly active users, and that it paid 23 million shares at $30.89 a share plus $300 million cash for Instagram for a total of $1,010,470,000. Facebook also made $1.058 billion in revenue in the first quarter of 2012, up 44.7% from Q1 2012 but down 6.5% from Q4 2011.


So if Facebook maintains its current revenue rate, it would make $4.69 on each of its 901 million users each year. Read on for more on the performance of Facebook’s ad business, and to see our embed of the full amended S-1.


Of the total $1.058 billion in Q1 2012 revenue, Facebook had an operating income of $381 million, and net income of $205 million. Advertising made up $872 million of the revenue, while payments and other fees accounted for $186 million. Payments are becoming a larger part of Facebook’s business, with advertising accounting for 82% of business at the end of Q1 2012 compared to 87% at the end of Q1 2011. However, Zynga is becoming less important to Facebook, as the percentage of its revenue derived from that single game developer decreased to 15% from 19% a year ago, as Kim-Mai Cutler details.for more..

Apple to Discontinue 17-inch MacBook Pro, Predicts Analyst

Apple is predicted to drop the 17-inch MacBook Pro from its mobile lineup later this year due to poor sales.



According to a new report by research analyst Ming-Chi Kuo, Apple is expected to discontinue and replace its current 17-inch MacBook Pro with a newer more compact model. The cause of the predicted discontinuation stems from low sales for the first quarter of 2012, where the company sold roughly 50,000 MacBook Pro 17-inch variants out of a total of 3.1 million notebooks sold. Kuo predicts the company's solution will be to replace the 17-inch MacBook Pro with a new model in the third quarter of this year.


“We also predict Apple will roll out a fully new MacBook model in early 3Q12, boasting strong performance and easy carryability by combining the advantages of MacBook Air and MacBook Pro,” said research analyst Ming-Chi Kuo. “While adding new products, Apple is likely to stop making the 17-inch MacBook Pro this year due to falling shipments, in order to maintain a lean product line strategy.”


This could be unfortunate news for 17-inch MacBook Pro lovers, who may lose some screen real estate from the model re-design.

Sunday, 22 April 2012

Apple vs. Google: Lessons from Bill Gates’ playbook


“There are three sides to every story: Your side, my side, and the truth.” —Robert Evans, “The Kid Stays in the Picture”


I’ve been ruminating on how Apple and Google could have come up with such divergent takeaways from studying the incredible, terrifyingly dominant run of Microsoft under Bill Gates.


For those too young to remember, Microsoft had a run like no other. Through a combination of strategic brilliance, relentless focus and sheer determination, Microsoft leveraged its initial DOS beachhead into a PC industry-crushing market share and massive profits vis-a-vis Windows, Office, Internet Explorer and BackOffice, a position cemented by a unified foundation of developer tools and legions of dedicated Microsoft developers.


When Microsoft set its sights on a market, it would squeeze the life out of the market leader like an anconda wrapping itself around its prey. Before it was done, the company struck numerous segments, including personal computing (Apple and IBM), word processing (WordPerfect), spreadsheets (Lotus), databases (Borland and Sybase), networking (Novell) and Internet browsers (Netscape).


It’s not hyperbole to say that Apple’s phoenix-like rise and Google’s ascent are directly and positively correlated with Gates’ decision to step away from running his company as CEO in 2000.for more...

ASUS Transformer Pad 300 (TF300T) Review


Before the $399 iPad 2, before the $199 Kindle Fire, there was the $399 Eee Pad Transformer from ASUS. Like nearly all first attempts in the tablet space, the original Transformer wasn't perfect, but it was quite possibly the best try outside of Apple at the time. And unlike most of the Android competition at the time, it was priced sensibly at launch.




The $499 Eee Pad Transformer Prime showed up several months later, but not as a true successor but rather an upstream member of the family. Combining Tegra 3, an improved display and a much thinner chassis, the Prime once again took the crown as the best Android tablet on the market.


ASUS hasn't lost sight of its focus on cost however. At CES this year it announced a $250 7-inch Tegra 3 tablet, and today we get the first true successor to the original Eee Pad Transformer: the Transformer Pad 300. Priced at $379 for a 16GB WiFi version and $399 for the 32GB model, the Transformer Pad sheds the Eee label but keeps the spirit of the original Transformer. The Eee brand that launched with netbooks back in 2007 is clearly on its way out as the last of the netbooks will ship this year.

Samsung starts countdown to 'The Next Galaxy'


Samsung's preparing to unveil its first teaser for the hotly-anticipated successor to its Galaxy S II smartphone. A tweet from the company's mobile division points readers to the charmingly titled tgeltaayehxnx website — an anagram for "the next galaxy" — where a countdown is teasing "the next step in" for approximately 18 and a half hours from now.


We know for a fact that Samsung's next Galaxy launch is set for May 3rd in London, so Monday won't all of a sudden reveal the details we've been so keen to know, but there's a good chance we'll be treated to the first video teaser. Samsung's next Android flagship device has been a closely guarded secret, which has only served to stimulate interest. Tune in again on Monday morning when we should have a slightly better idea of what the next Galaxy will look like

Gmail Meter indulges your inner statistician




Google has been on a quest for transparency lately, offering users Data Liberation downloads, Google Account Activity, and an account dashboard where they can make granular changes to their privacy settings. Continuing on this trend, the Official Gmail Blog has featured a user script called Gmail Meter, by Romain Vialard, which makes it easy to analyze data and usage patterns in Gmail.


Once installed into a Google Docs spreadsheet, users can choose to receive a monthly report or set their own interval. Long time users will have to wait a bit while Google crunches the numbers, but once that's done users will get an email with easy to read charts and graphs of metrics like average wordcount and volume statistics showing how much and how often you email. It will even generate graphs of daily traffic and pie charts comparing email categories, among several other analyses. Saurabh Gupta, of Google's Official Gmail Blog, has provided a video with step-by-step instructions for generating your own report, so put on your statistician hat and get crunching!


http://www.youtube.com/watch?v=0QeCb7Y9f8g&feature=player_embedded

The best tech writing of the week, April 22nd

 @Verge We all know the feeling. You're sleepless in the sad hours of the night or stumbling around early on a hazy weekend morning in need of something to read, and that pile of unread books just isn't cutting it. Why not take a break from the fire hose of Twitter and RSS and check out our weekly roundup of essential writing from around the web about technology, culture, media, and the future? Sure, it's one more thing you can feel guilty about sitting in your Instapaper queue, but it's better than pulling in vain on your Twitter list again.

ON FACEBOOK
Alexis Madrigal argues that it's time for startups to think differently. Everyone wants to build the next Facebook or the next Twitter, while using badges and "leveraging your social graph," but what's missing is real innovation, and real invention. We have the tools, Madrigal says, and we need to give them something new to do.

The Atlantic: Alexis Madrigal - The Jig Is Up: Time to Get Past Facebook and Invent a New Future

Decades ago, the answer was, "Build the Internet." Fifteen years ago, it was, "Build the Web." Five years ago, the answers were probably, "Build the social network" or "Build the mobile web." And it was in around that time in 2007 that Facebook emerged as the social networking leader, Twitter got known at SXSW, and we saw the release of the first Kindle and the first iPhone. There are a lot of new phones that look like the iPhone, plenty of e-readers that look like the Kindle, and countless social networks that look like Facebook and Twitter. In other words, we can cross that task off the list. It happened.
ON DRONES
Michael Hastings looks at the Pentagon's fleet of 19,000 drones, and how it's changing the way the US fights wars, conducts surveillance, and executes important and sensitive missions — all without the need for a single person to be present.

Rolling Stone: Michael Hastings - The Rise of the Killer Drones: How America Goes to War in Secret

Over the past decade, the military has tested a wide variety of unmanned aircraft – from microdrones that run on tiny batteries to those with 200-foot wingspans, powered by jet fuel or solar energy. The drones used in Iraq and Afghanistan – the Predator and the Reaper – look like large model planes and cost $13 million apiece. A drone the size of a 727, the Global Hawk, was used after the tsunami in Japan and the earthquake in Haiti to provide rescue operations with a bird's-eye view of the disasters. One of the largest drones in development today is the SolarEagle, designed by Boeing and DARPA, the experimental research wing of the Defense Department. With a wingspan of more than 400 feet, the SolarEagle will be able to stay in the air for five years at a time, essentially replacing surveillance satellites, which are costly to put into orbit.
ON STEVE JOBS' YEARS OUTSIDE APPLE
Brent Schlender interviewed Steve Jobs many times over the course of his life and career. Now, Schlender goes back through the recordings of their discussions to find out what Jobs did, and who he became, in the 11 years between his Apple stints.

Fast Company: Brent Schlender - The Lost Steve Jobs Tapes

Steve Jobs did not wander aimlessly into the wilderness after being ousted from Apple in 1985. No happy camper, he was loaded for bear; burning to wreak revenge upon those who had spuriously shoved him into exile, and obsessed with proving to the world that he was no one-trick pony. Within days, he abruptly sold off all but one share of his Apple stock and, flush with a small fortune of about $70 million, set about creating another computer company, this one called NeXT. The startup ostensibly was a vehicle for revolutionizing higher education with powerful, beautiful computers. In reality, it was a bet that one day he would get the better of Apple.
ON FEZ
Even as game graphics have continued to improve, a community of indie developers has continued to develop retro, pixel-based games that recall games and systems from the 90's. Simon Parkin looks at Fez in this light, and sees a backlash against the backlash.

HookShot Inc: Simon Parkin - Fez and the death of the pixel

Nevertheless, Fez feels like something of a full stop to the pixel art homage movement. What started out as a rebellion has become a cliché and, while Fez is too smart and assured in its own identity to slip into cliché, it feels as though this default fashion has run its course.As new generation of indie game makers rises, one born in the 90s whose formative game experiences were found on PlayStation, Sega Saturn and Nintendo 64, one wonders where the next underground aesthetic in games is headed.
ON FLYING
If you've flown at all in the last few years, you'll probably agree with Kip Hawley's thesis that airport security is both incredibly technical and optimized, and horribly broken. The former head of the Transportation Security Administration offers a clear look at how the system operates now, and a handful of simple ways to improve it.

The Wall Street Journal: Kip Hawley - Why Airport Security Is Broken—And How To Fix It

As a confidence boost, Gary gave me a series of images with guns and knives in various positions. Knives lying flat were giveaways, but when viewed lengthwise, they had very little visible surface. Explosives were a whole different story. A plastic explosive like C4 is organic and dense. It appears as a heavy orange mass. Unfortunately, a block of cheddar cheese looks roughly the same. As we started testing with a moving scanner, Gary warned me that too many false positives would be a big problem. A "hair-trigger" strategy would get me flunked. Images with guns took about one second to identify. Clear bags took roughly five seconds to double check for blade edges. It was cluttered bags—with their multihued oranges, blues, greens and grays jumbled together—that were the killers.
ON MUSIC WRITING
Listening to music is no longer a solitary process. We constantly share what we're listening to, and write infinitely about how we feel about it — how is that changing how we experience music?

Pitchfork: Mark Richardson - Follow People if You Like Their Music

In the online circles in which I travel, there have been three big waves of music writing this year-- one about Grimes, one about Fiona Apple, and one about Nicki Minaj. With Minaj's new album, Pink Friday: Roman Reloaded, it felt like everyone had to have an opinion, and my favorite music writers were all elbowing each other to get to the front of the line with their review or thinkpiece. And while I'm impressed by a handful of songs from Roman Reloaded and will return to at least two ("Beez in the Trap" and "Come on a Cone") regularly, if I'm honest, I've enjoyed reading about the record much more than listening to it.
ON NATHAN MYHRVOLD
Nathan Myhrvold is Microsoft's former CTO, started a company that's been called a patent troll, and wrote a 2,400-page cookbook called Modernist Cuisine. Oh, and he has a T-Rex skeleton in his house. Joe Hagan tracks Myhrvold and his many interests.

Men's Journal: Joe Hagan - How a Geek Grills a Burger

In 1991, Myhrvold predicted the emergence of the iPhone down to the smallest detail, describing a "digital wallet" that would consolidate all personal communication — telephone, schedule manager, notepad, contacts, and a library of music and books, all in one. It would record and archive everything you asked it to, he surmised. "The cost will not be very high," he wrote. "It is pretty easy to imagine a $400 to $1,000 retail price." Microsoft, however, was too cost conscious and risk averse to execute Myhrvold’s vision.
ON ALIENS
The movie, not the extraterrestrial creature. From 1992, James Cameron responds to critics of his film.

Starlog Magazine: James Cameron - James Cameron's responses to Aliens critics

Please bear in mind the difficulty of communicating a life cycle this complex to a mass audience, which, seven years later, may barely recall that there was an Alien in ALIEN, let alone the specifics of its physical development. I had a great deal of story to tell, and a thorough re-education would have relegated ALIENS to a pedantic reprise of Ridley Scott's film. The audience seems to have a deepseated faith in the Aliens' basic nastiness and drive to reproduce which requires little logical rationale. That leaves only hardcore fans such as myself and a majority of this readership to ponder the technical specifics and construct a plausible scenario.