Tags: Aggregate Knowledge, computer science, Discovery, john furrier, podcast, Search, Search 2.0, web 2.0
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Yezdi Lashkari outlines the origins and limitations of collaborative filtering, the importance of Web 2.0, and how the commoditization of certain specific web technologies will benefit both consumers and businesses alike. He addresses the importance of blending algorithms to effectively harness collective user behavior, and the wisdom of crowds.
Yezdi Lashkari was a co-founder of Firefly Networks (acquired by Microsoft), a pioneering company in the area of collaborative filtering and personalization. Lashkari recently left Microsoft, where he played a number of senior product leadership roles, the last being a special assignment sponsored directly by CEO Steven Ballmer, focused on researching large scale network-centric computing infrastructures for thousands of hosts. This work is now driving one of the technical pillars of the post-Vista Windows release. Lashkari holds numerous patents in collaborative filtering, data protection and user profiling technologies. He received his M.S. from the MIT Media Laboratory and has three computer science degrees covering research areas ranging from artificial intelligence, databases, to collaborative filtering and personalization.
Enjoy the podcast sponsored by Aggregate Knowledge – Leader in Web 2.0 Discovery Technology
Yezdi and I talk about the big trend in Search or Search 2.0 – and it has nothing to do with search as we know it today.
BusinessWeek Covers the RealTime Layoff February 14, 2008Posted by John in Technology.
Tags: businessweek, furrier.org, john furrier, yahoo
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Businessweek’s Moira Herbst and Catherine Holahan captured the story on the Yahoo layoffs. I think that Twittering and Blogging this massive layoff will go down as one of those inflection points in our new global digital real time always on social bla bla bla ..<add buzzword here>.
Here is what BW mentions about me at the end..“But the exchanges of laid-off Yahoo workers isn’t all about commiseration; it’s also about finding leads. John Furrier writes in response to a story on TechCrunch that he’s hiring: “Bummer about Yahoo. I hope they can pull together and survive. Open call for Yahoo entrepreneurs who know social networks and social graph technology: I’m looking for product managers and engineers for my new social advertising startup. For info go to furrier.org—information on the startup is buried in the blog.”
To clarify: “Information is buried in my blog”- means that information about what I’m working on is weaved in and out of series of posts. Many have figured out what I’m working on and have contacted me. I guess it’s a social media form of lead generation for finding like minds to collaborate with.
Tech Stocks STX: CEO Bill Watkins – He Gets No Respect January 23, 2008Posted by John in Technology.
Tags: bill watkins, business, earnings video, john furrier, on demand technology, seagate, stx, technology business
Bill Watkins has Seagate pumping but he gets no respect from Wall Street. Cnet’s Charles Cooper has a very good interview and story with and about Bill Wakins, the CEO of Seagate.
I’ve been doing an earnings podcast with Bill for most of the last 6 qtrs and have watched how he’s managed to keep Seagate focused. He’s navigated Seagate through price wars, product changes, big acquisitions, and now a sagging Dow. He’s like Rodney Dangerfield of tech stocks - “he gets no respect”.
Here are some of the earnings podcasts that I’ve done with Bill Watkins. The best part of web 2.0 media is the historical record or archive. Lets take a listen to Bill over the past two years.
Here is the CEO Bill Watkins – story since 2006. On the record with me on his company and his performance. With Seagate generating over $700 million in cash, over $500 million in free cash, no inventories, and double-digit growth, what will it take for Wall Street to wake up. Bill keep on podcasting.
Storage Business: Record Everything for Seagate – Is it Breakout Time for the Stock? October 16, 2007Posted by John in Technology.
Tags: business, earnings video, john furrier, seagate, seagate q1, technology business
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The storage business is red hot. Why? We all need more storage. Seagate puts out their earnings and yesterday I sat down with Seagates Chief Sales and Marketing executive, Brian Dexheimer, to preview today’s Q1 earnings result. Sales are soaring. Here is Seagate’s press release.
The results were awesome for Seagate. Record everything…shipments, revenue, net income, industry shipments, new products,..etc. The stock has been hovering and seeing a resistance at and around $28 per share for two years. Will it break through and go higher and higher? We shall see. The disk drive business is changing and so is Seagate.
Highlights from my video podcast with Brian Dexheimer:
- 132 million units a record for the industry
- shipments represent 36% of the entire industry shipments
- margin expansion 25 points
- $3.3 billion in revenue
- 60 cents EPS (non gaap); started at 44 cents at the beginning of the qtr
- pricing dynamics – best conditions in all of the past 4 quarters
- demand was strong
- strongest trend in the overall growth is in the high capacity area
- hottest area is the digital home
Seagate is seeing the results of the Maxtor acquistion in terms of leverage and scale in the gross margin expansion - operational efficiency. Solid state disk drives will be upcoming on the horizion. Branded products up and the upcoming qtr looks strong. New security solutions are doing well with the demand for secure data. Average sale for the consumer side is over 350 GB.
Seagate has a strong presence in the consumer, enterprise, and the emerging web 2.0 service provider area. The web 2.0 service provider area includes Google, Facebook, Myspace, and many new niche applications such as surveilllance among others.
Seagate has a secret weapon. Green Disk Drives. Green drives are a major growth area. On the clients side the hybrid is looking good – combing flash and rotating storage to reduce the power budget of the PC which frees up battery life and screen life.. On the enterprise side there is a tremendous shift toward small form factor devices. These devices are consuming 35% less power and 40% of all their shipments came in the area of the new form factor.
The industry is still cyclical, but the cycle has dampened – lower lows and higher highs. This is due to the consolidation in competition and in the supply chain components available (motor, heads, media, etc). This leads to efficiencies and scale that gives Seagate more margin room. Also it gives Seagate stabilized component prices, fewer competitors, and allows them to gain more scale and more efficient business models from the stability in competition and critical component prices. The storage business is turning into a major growth sector.
Price wars? There is a change in behavior in pricing from competitors.
What’s different? Seagate has multiple business growth areas. Single biggest trend is in the digital home – 70-80% growth and it’s early. Storage deployment in the home is a nice growth area to compliment their traditional enterprise area. Add the consumer electronic market and Seagate is now twice as big. Seagate will approach $13 billion this year.
Seagate is breaking out and breaking records.
Here is the video of my exclusive interview with Brian DexHeimer
On the strength of 47 million disk drive shipments, the Scotts Valley, Calif., company reported revenue of $3.29 billion, vs. $2.79 billion in the year-ago period. Analysts polled by Thomson Financial expected revenue of $3.22 billion.
Seagate reported GAAP net income of $355 million, or 64 cents per diluted share. Excluding charges associated with the company’s acquisitions of Maxtor and EVault, Seagate earned $385 million, or 69 cents a share. Analysts predicted earnings of 64 cents a share.
“The first fiscal quarter has historically been a strong one for Seagate, and this year, we benefited from unit demand greater than expected,” CEO Bill Watkins said in a company statement. “We believe we are well positioned to continue driving year-over-year revenue growth, and these record quarterly results demonstrate the effectiveness of Seagate’s business model.”
Video Ads are Here to Stay – What will they look like? October 9, 2007Posted by John in Technology.
Tags: advertising, john furrier, online advertising, podtech, video, video adsense
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Blodget has a post on video advertising. I’ve been working hard to get my advertising vision at PodTech to embrace this trend. What is video advertising? Short form youtube videos? Infomercials? Entertainment? All of the above?
A new report by research-boutique Off The Record suggests that, after a couple of years of dabbling, big advertisers are now taking online video advertising seriously. This is good news for traditional TV networks–Disney, Viacom (VIAB), News Corp (NWS)–and it’s good news for Google. The report was based on 10 interviews with ad-agency execs conducted from Sept 21-Oct 4.
- Video ads growing faster than ad execs expected.
- Video ads still account for only a tiny percentage of overall web ads but are expected to be the fastest growing category for the foreseeable future.
- Auto and entertainment categories strongest, with good growth in consumer products, technology, and fast food.