AllThingsD » Core

Un-Personalize Yahoo With Its New Editorial Algorithm Visualization

Liz Gannes — Thu, 09 Feb 2012 20:00:34 +0000

Some people get upset about online personalization limiting our access to different perspectives and biasing certain providers’ content.

I say: Bring on the personalization, as long as we can have some control over our settings and can see what else is out there that we’re missing.

To that end, Yahoo has built a visualization of its “CORE” content optimization and relevance engine technology, which helps power story selection on its home page and other verticals.

CORE calculates a personalized mix of stories for Yahoo Today users 13 million times per day. It has increased Yahoo’s home page click-through rate by 300 percent since being implemented in 2008.

Yahoo brags that CORE is a stunning example of “deep science and great engineering,” but the visualization itself is fairly simple. Visitors to the CORE site can see what content is shown to people of different genders, ages and major American cities. They can also scan through the past 24 hours.

Plus, there’s a real-time counter of the number of views of Yahoo’s home page on a particular day — which continues, of course, to be a whole freaking lot.

Liveblogging the New Yahoo CEO Call: You Might Want to Refrain From Cussing, Scott!

Kara Swisher — Wed, 04 Jan 2012 15:01:23 +0000

This morning, Yahoo said it had hired PayPal President Scott Thompson as its newest victim, oops, CEO.

(You can read my interview with him too, here.)

AllThingsD.com had reported the pending development last night — which is how we roll here.

Now we will roll into the conference call on the matter, and are hoping that the head of the lucrative eBay payments unit will make an appearance, given that he does not start until next week.

One piece of advice I will extend Thompson: I would refrain from cursing, as previous Yahoo CEO Carol Bartz did on her first outing. (She was fired in September, although not precisely for the cussing she so enjoyed partaking in.)

Here we go!

7:02 am: It’s on, with Thompson present.

Yahoo Chairman Roy Bostock begins, and he is “very excited, very excited.”

I’d be very excited if Thompson talked and not Roy, who has been to this particular Yahoo CEO rodeo a few too many times before.

Bostock is making promises that this time it’s going to be different. Really!

He also notes that the company will continue its “strategic review” — but who knows what that means now.

And he thanks Tim Morse, the interim CEO who is moving back to the CFO job. (Agreed — nice work, Tim!)

7:06 am: Scott Thompson is on and is “just thrilled” to be the new Yahoo CEO.

I like his accent, which seems like he might be from Boston. He does look and sound like Cliff Clavin, the mailman guy at the Beantown bar from the television classic “Cheers.”

Except, given he has been the darkest of dark horses in this CEO race, nobody knew Thompson’s name.

Thompson is saying all the right stuff, about wanting to increase shareholder value and such.

He sounds so hopeful! Urgency! Thoughtfulness! A bright new morning at Yahoo!

I have been to this rodeo before too, but I am still hoping this time it’ll work.

Scott, if you let me down, I might cry, because you sound so nice.

7:09 am Q&A time already.

Congrats from the Wall Street analyst peanut gallery.

Then, it’s right into a question for Bostock, about the progress of the Asian assets deal.

Also, is Thompson too much of a technologist and not a media dude?

Bostock wants to talk about only Scott, but notes that there will be “no slowdown and no delay” in the Asian process. And Thompson will be all onboard when he comes on board, folks.

Bostock sounds tired, but starts to talk about how a “great customer experience” is the key to the advertising business. He notes that Thompson knows how to do this, hence he’ll be fantastic.

“I have every expectation he’ll be out there calling on advertisers,” says Bostock. I would hope so, given that is where Yahoo makes most of its lettuce.

Bostock is saying Yahoo has been “treading water” and now needs to swim fast. Treading water? I wonder who the top honcho at Yahoo has been while the company has been listlessly dangling its legs in the drink?

Roy — that’s who!

7:15 am: Another analyst asks about margins.

Thompson is not having any of it! He is polite when asking for time to get on the job to make proper statements.

But he does focus on the need to build “great, innovative” products. True, but Yahoo has been incredibly unable to do this of late.

Thompson gives no specifics, though. My big idea: I would steal the self-driving car from Google.

7:17 am: A question about what the core of Yahoo is, and about what lessons Thompson is bringing from his experience at PayPal.

Well, he has not met the team — literally. Yahoo’s board consulted almost no one in the top ranks of execs on this appointment.

But Thompson “suspects” there is talent there. Given the recent attrition, he’ll need a big Inspector Clouseau magnifying glass to find it!

From eBay’s PayPal, he says that the key was balancing the customer experience with network effect and, well, blah, blah, blah Internet-speak.

I am still thinking shoplifting the self-driving car is the bestest idea.

7:20 am: A question about Yahoo’s display business versus Google.

Thompson notes it is too early for him to say — though he had better say soon! — but notes that data is key. He is a well-known by-the-numbers guy, and that is clearly where we are going at Yahoo, now that he is the big dog.

Thus:

“The data these Internet businesses create, the ability to use analytical technology to build a better businesses for your customers … I feel certain that wealth of data is going to be exploitable for next generation products, next generation experiences … My instinct says down in that data we’re going to be able to find ways to compete and innovate that the world hasn’t seen yet.”

I am really liking this accent, which is almost lulling. And so polite! Sources tell me that being “collaborative” was a big goal in this hiring.

7:22 am: A question about the identity of Yahoo, and whether it should be public or private.

Thompson harps on the need for innovation, and hopes it will be the future.

“I would not be here if I didn’t think it was possible,” says Thompson.

Bostock takes the public/private question. Yahoo will be public, he declares! Mostly, because it would be too pricey to take private.

“It’s a moot point,” he says.

7:25 am: More questions about what Yahoo is.

Thompson declines to run off the rails on this dicey one, but he says he believes that Yahoo has great assets.

It does. It’s just that it has been crashed many times — by the people who just hired him — right into a wall.

Just sayin’ — a self-driving car would have done a better job.

7:27 am: A brain-drain question, and more on Asia and on mobile.

Bostock butts in again. He said that Thompson will not be distracted by that, and will concentrate on the core business. Hush up, Roy.

Thompson says that he looks forward to meeting the peeps of Yahoo. (’Cuz he has not, as yet!)

He also loves mobile — which Yahoo has largely borked.

7:32 am: A content strategy question. Early days, so Thompson is still keeping his yap shut.

In this, he’s like the anti-Bartz. Is this good? It’s certainly different.

He says again that, “I can’t wait to meet” everyone at Yahoo. Vice versa, because this dude came from left field.

Thompson promises that he will be a “sponge.”

He closes by noting that he is “genuinely excited,” and says he believes in Yahoo.

Indeed, when it comes to Yahoo, you definitely gotta have faith.

Eric Who? Wall Street Says Google's CEO Swap Is No Big Deal (So Why Is It Selling?)

Peter Kafka — Fri, 21 Jan 2011 17:08:27 +0000

Yesterday Google swapped out CEOs, replacing the man at the top of the search giant for the past 10 years with one of the company’s co-founders.

No big deal, Google said–just a little re-org.

And at first blush, Wall Street seemed to take the company at its word. Eric Schmidt, Larry Page, whatever. A sampling of analyst reactions:

J.P. Morgan’s Imran Khan: “We think it is important to note that although the titles have changed, the core team remains the same. We think this new team structure makes a lot of sense and could result in faster decision making.”
Citigroup’s Mark Mahaney: “We view this change as un-dramatic, as Eric Schmidt will still be working closely with Page and Brin…we believe Larry Page has been groomed for the role of CEO, and we don’t expect any dramatic changes to Google’s core strategies.
Barclays’ Douglas Anmuth: “We don’t actually view it as that material of a change. We still think Google will be run in a similar manner as it is today, and mostly by the same people.”

Investors also seemed to yawn, or at least they seemed to last night: Google stock moved up a little bit after the market closed, but that was it.

Today, though, the story is harder to discern from the GOOG chart, which is one of the reasons you should always be wary when someone tells you with confidence why a stock is moving one way or another.

Watch the huge spike at this morning’s open, and then the steady decline. This was taken shortly before noon, New York time:

Again, don’t make too much of a stock’s movement on any given day. But you do have to wonder if any of this reflects a reassessment of the move.

It is definitely true that Larry Page was deeply involved in every major decision Google grappled with, and it’s undeniable that the company relies on a second tier of executives, like CFO Patrick Pichette and sales boss Nikesh Arora, to make the trains run on time. So, easy enough to argue that there’s no real change.

Still, now we’re seeing reports reminding us that the weird power-sharing arrangement between Schmidt, Page and co-founder Sergey Brin was, in fact, a weird arrangement. And that it didn’t always work smoothly. And that the three men may not have been on the same page about a variety of things. Which means that the company may in fact behave differently under Page’s guidance.

Which again, isn’t necessarily a bad thing. But it could be a new thing–and Wall Street never quite knows what to make of that.

Yahoo Search Share Down in Yet Another Month, While Microsoft Bing Gains Again

Kara Swisher — Sat, 15 Jan 2011 07:44:09 +0000

After Yahoo and Microsoft finally integrated their massive search technology and advertising partnership, comScore is reporting that Yahoo’s explicit core search share in the U.S. had declined in December.

Yahoo’s 16 percent share was down from 16.4 percent in November, which was actually down from 16.5 percent from October.

Meanwhile, Microsoft’s aggressive Bing search service rose from 11.5 percent in October to 11.8 percent in November to 12 percent in December.

And big-guns Google more than regained a small loss from October (66.3 percent) to November (66.2 percent) in December, with a 66.6 percent share. (Yes, all you conspiracy theorists: 6, 6, 6.)

Yahoo’s decline in explicit core search–which comScore noted “excludes contextually driven searches that do not reflect specific user intent to interact with the search results”–is, of course, a key metric to watch at the company, which needs to improve its revenue growth.

Here are some lovely tables to peruse:

A Fall Guide: How to Pick Your Next Computer

Walter S. Mossberg — Thu, 04 Nov 2010 02:05:08 +0000

If you’re shopping for a new computer this fall, you won’t find big surprises. But you’ll still have to juggle a lot of technobabble terminology and watch your budget. Perhaps the biggest question for some buyers will be whether to get a tablet or a laptop, now that Apple’s iPad is a proven hit and a flood of competitors is on the way.

[ See post to watch video ]

So, here is my annual fall computer buyers’ guide, a simplified road map to the key decisions shoppers must make. I’ve focused on laptops—the most common purchase—but much of this advice also applies to desktops. As always, these tips are for average users doing the most common tasks. This advice doesn’t apply to businesses, to hard-core gamers, or to serious media producers.

Tablets vs. Laptops: If you’re looking for a light-duty, highly portable computer, it’s worth considering the iPad, which starts at $499, instead of a small laptop. This is especially true if you’re in the market for a secondary computer, or one mainly for use on the go. Many owners of iPads, including me, are finding it handily replaces a laptop for numerous tasks, such as Web browsing, email, social-networking, photos, video and music. It has superior battery life, lighter weight, and it starts instantly. I don’t recommend it for people who are creating long documents, especially spreadsheets and presentations, even though it is capable of those tasks. And I don’t recommend it for users who require, or prefer, a physical keyboard.

If you don’t like the iPad, there will soon be alternatives. For instance, Samsung’s Galaxy Tab, which has a 7-inch screen versus the iPad’s 10-inch display, and runs Google’s Android operating system, will be available this month from major wireless carriers. Sprint, for example, will offer it at $400 with a two-year contract. But some tablet buyers may want to wait till the first half of next year, when many more models will be available, and Apple will likely roll out the second-generation iPad.

Netbooks: These low-cost, low-powered little Windows computers are losing popularity, but are still available, typically for about $350 to $500. They are being hurt by the rise of tablets and by light but larger laptops. Some buyers also find the screens and keyboards are too cramped. But these are evolving. Some now have bigger screens and roomier keyboards. And Dell will soon introduce a sort of hybrid netbook-tablet. Called the Inspiron Duo, this model, starting at $499, has both a regular keyboard and a touch screen that flips around when the lid is closed to act like a tablet.

Windows vs. Mac: Windows laptops can be much less costly—and come in many more styles and varieties—than Mac laptops. The Macs start at $999, versus as little as $500 for a decently equipped Windows portable. Windows laptops are still dominant. But Apple laptops are stylish and reliable, and usually boot much faster than Windows machines, in my tests. Also, Apple scores high on surveys of customer support. Its latest models, like the new, light MacBook Airs, have extraordinarily good battery life. Macs also aren’t affected by the vast majority of malicious software, have much better built-in multimedia software and, at extra cost, can run Windows programs in cases where Mac equivalents aren’t available.

The light but speedy 13-inch Toshiba R705 offers good battery life.

Cost: Most of the popular consumer Windows laptops cost $500 to $800. You can get full-size laptops for as little as $280, but their processors and graphics are weak and some lack webcams. If you can afford it, a light but speedy 13-inch machine like the Toshiba R705 offers very good battery life for just under $800. All-in-one desktops typically cost around $1,000 and some, like the HP TouchSmart, offer touch screens with special touch software. Apple’s popular all-in-one iMac starts at $1,199.

Processors: The most promoted chips are Intel’s i3, i5, and i7 Core models, the latter two of which can turn on and off some of their functions to boost power or save energy. But there is nothing wrong with buying a PC that uses chips from rival AMD, which usually cost less. For average users, Intel’s older Core 2 Duo still works just fine, even with the latest software. Intel’s weaker Atom processor line powers most netbooks.

Graphics: Integrated graphics, which share the computer’s main memory, are fine for most common tasks, but costlier discrete graphics, which have dedicated memory, can speed things up by taking some of the load off the main processor. They also are better for games. Some computers have both and can switch among them.

Wireless: More and more laptops are coming with optional cellular modem chips in addition to Wi-Fi. These can be handy while traveling, but be warned that they require a cellular data contract, which can be costly.

Connections: If you plan to connect your laptop to a TV, look for a connector called an HDMI port, which is used on most high-definition TVs. Some laptops also come with a feature called Wireless Display, or Wi-Di, which, with an extra-cost adapter, can beam your laptop screen to a TV without a cable. There is a new, much faster USB port, called USB 3.0, but, so far, it’s on very few machines.

Memory: Aim for 4 gigabytes of memory, or RAM, on a new computer, and never settle for less than 2 gigabytes.

Hard disks: A 320 gigabyte hard disk should be the minimum on most PCs, though 250 gigabytes is OK if price is key, or if it’s your secondary machine. Solid-state disks, which lack moving parts and use flash memory like smartphones do, are faster and use less battery power. They cost much more, but are coming down in price fast. However, they typically offer much less capacity.

64-bit: Many models now use a 64-bit architecture, which allows properly written software to use more memory and run faster. If possible, buy 64-bit, which will become more and more important.

Touch: Some Windows 7 computers have touch capability built into the screen, though Windows wasn’t designed with touch as a core element and the combination isn’t ideal. Computer makers try to resolve this with special touch software, which you should try in a store. Apple laptops use huge touch pads as the multitouch surface, instead of the screen.

As always, don’t buy more machine than you need.

Find Walt Mossberg’s columns and videos online at the All Things Digital website, walt.allthingsd.com. Email him at mossberg@wsj.com.

One More Thing: Apple's New MacBook Air

Beth Callaghan — Wed, 20 Oct 2010 18:15:34 +0000

Steve Jobs’s “one more thing” today at Apple’s Town Hall event was the new MacBook Air, or, as he put it, “what would happen if a MacBook hooked up with an iPad.” The quick details: Complete unibody construction, all solid state storage, and there are two models, each with two configurations:

11.6-inch LED backlit hi-res display, Core 2 Duo processor, FaceTime camera and five hours of battery life.
$999 at 64 gb
$1,199 at 128 gb

13.3-inch LED backlit hi-res display, Core 2 duo processor, FaceTime camera and seven hours of battery life.
$1,299 at 128 gb
$1,599 at 256 gb

Google's Victory Dance: Check Out Our Go-Go Numbers!

Peter Kafka — Thu, 14 Oct 2010 22:45:28 +0000

After showing off financial numbers that blew away Wall Street’s earnings estimates, what could Google do for an encore? Trot out even more numbers, via a tantalizing but not-that-revealing striptease.

Here are the three data points that the search giant showed off during its earnings call this afternoon. All of them “begin with the letter B,” as product SVP Google Jonathan Rosenberg noted, and all of them come with caveats:

$2.5 billion: Non-text display ad revenue run rate. That number includes ads from its DoubleClick unit as well as YouTube.
2 billion: YouTube monetized views per week.
$1 billion: Mobile annualized revenue run rate.

All of those seem big–and they are! But they’re also deliberately fuzzy enough that it’s hard to tell exactly what they mean.

For instance: As Henry Blodget notes, those display-ad dollars are gross revenue, which means that Google only keeps a portion of them. And while that two billion YouTube views number is up from a billion a year ago, it’s proportionally the same: A year ago YouTube said it was monetizing a billion views a week while serving up a billion views a day; now the video site says two billion views a week and two billion a day.

Meanwhile Google officials, who routinely announce that YouTube is close to profitability, refused to tell analysts whether YouTube is actually profitable.

No matter! The point of b-as-in-big numbers was to impress Wall Street with Google’s ability to create new revenue streams beyond its core search ads. And the data, along with the company’s impressive Q3 performance, seems to have worked: Shares are up nine percent in after-hours trading.

——————

EARLIER

There’s the beat Wall Street was looking for. Google reports earnings of $7.67 a share and net revenues of $5.48 billion. The consensus was for $6.67 and $5.25 billion. GAAP EPS was $6.72.

Google (GOOG) has been plowing money into capital expenditures and people–it now has 23,300 employees, up from 21,800 months ago, a 6.8 percent increase–but it has been able to keep operating income quite healthy, anyway. Adjusted operating income was $2.93 billion, well above the $2.77 billion consensus.

GOOG is up considerably, now seven percent, in after-hours trading. Robot cars for all!

You can listen to (and watch) Google’s 4:30 pm ET earnings call by clicking on this YouTube link. I’ll add updates from the earnings call occasionally starting here:

As in recent quarters, CEO Eric Schmidt is sitting this one out.

CFO Patrick Pichette starts off. Aha! Teases that “we may have” Schmidt available for the first 30 minutes of Q&A before he gets on a GooglePlane.

300 of those new 1,500 employees came from acquisitions.

Discussion of “long-term” growth–”the next 5 to 10 years.” “Simply put, we’re on this growth agenda at full throttle…investing heavily in people and in product.”

There’s a “war for talent” in our industry, which is “out of synch” with the broader economy. Currently exploring how to attract and retain people. Winners and losers determined by this battle.

Re: Product investment, which you’ll hear about from product SVP Jonathan Rosenberg. He’s going to tell you about some numbers, but don’t expect to hear an update on these–they’re merely “proof points” about Google’s success.

Here’s Rosenberg, teasing new previously unreleased numbers.

Here they come. Starting with search and Google Instant:

Impact has been “very minimal” on revenue and “quite expensive” from a resource perspective.

But! “We launched it because we could.”

As search gets better, ads have to keep pace. Great momentum with AdWords.

New ad formats appear on more than 10 percent of query. Some formats show clickthrough rates as much as 10 percent on some, up 30 percent in others.

Big numbers, “which all begin with the letter B.”

$2.5 billion: Non-text display ad revenue run rate. That includes DoubleClick, YouTube.

2 billion: YouTube monetized views per week

$1 billion: Mobile annualized run rate

Mobile search queries up 5 times in the last few years.

Back to Pichette, to tamp down numbers.

In some cases, there is overlap with numbers. For instance, with AdMob, numbers counted in both display and mobile.

Time for Q&A, Schmidt is now on the line.

Schmidt says query growth is pushing click growth, and so are new ad formats. Ads are more compelling, etc.

Pichette notes that AdX numbers are included in the $2.5B display total.

Q: Please talk about YouTube. Of the two billion monetized views, what percent is that of total views? And are you profitable yet?

Pichette: Re: Profitability, “We have not made any comments on it.” [Except of course when they do, over and over.]

Rosenberg: Note that we’ve said we do two billion views per day–that will give you context.

Sorry, missed a Q.

Schmidt says growth of Android is “well past what I had ever hoped for.”

90,000 apps on Android “and growing very fast.”

Question about “proprietary benefits” of Android.

Schmidt: Android is the “largest single platform play” in mobile today.

We’re growing it by giving software away. How does that help us? Well, for starters, people who use Android search two times more than anyone else. Obvious benefit for us there, and search is more lucrative for us there as well, and that makes Android “hugely profitable.”

And we can add other value-added services to Android, but that’s not the focus right now.

Questions on cost: Cost per employee has declined. Can you continue that? And on mobile, will you stay with the “indirect monetization” Android strategy?

Pichette: Wouldn’t read anything into the cost-per-employee numbers. But we’re continuing to be frugal and generous.

Ad boss Nikesh Arora: We’re excited about the revenue model we have. We have no reason to change the model we have with Android.

Schmidt: And display will become a very big component of mobile.

Q: On display, can you break out YouTube and AdX numbers? And what do you think of competitive Android marketplaces?

Pichette: No breakout of numbers. [Duh.]

Schmidt: Goal of the app store is to make money for developers. Not a revenue goal for Google. More stores are a “win for everybody.”

Question about CPC on mobile devices. Rosenberg: They’re lower than desktop, because there aren’t many practical ways to consumate transaction. But on the iPad, activity looks a little bit more like it does on a PC, because there’s more room to enter credit card numbers, etc.

Q: Please discuss cannibalization between smartphone and PC–are iPad and tablet searches incremental or cannibalization? And can you give us color on international 26 percent growth?

Rosenberg: We don’t see cannibalization. We see mobile as complimentary to desktop. Different use patterns–mobile search is on weekends, during lunchtime, etc.

Arora: Generally, trend positive across the board. U.K. a bit weaker, but some of that is FX. Southern Europe way better than Northern. Asian markets robust.

Q: Competitors make $300 profit per handset sold over the lifetime of a device.You’re approaching this with a different model, but do you think that’s an upper limit on that number?

Schmidt: Our model is that handset makers and manufacturers make a lot of money from the phone, and we make money from advertising. So can’t compare the two, and premature for us to guess what we can do. “It should be highly lucrative” and a “very very strong revenue stream compared to a PC.”

Q: On social search. How do you “capture the signal” without access to the data feeds, as you have with Twitter.

Schmidt: “There are some ways we can do that” now, and we’re working on new ways.

Sorry, stepped out. Back now.

Q: TAC rate seems to be lowest since IPO. Sustainable? Growth has been driven by volume, not price. Sustainable, and/or will pricing increase going forward?

Pichette: MySpace deal is now over. That saved us a bunch of money. And mix of our partners will effect our TAC. That’s about it.

Rosenberg: Can’t answer volume/price question without “being forward-looking.” [Heh]

Q: Microsoft/Facebook deal was exclusive. But do you think you’ll see exclusive data deals? And what about Groupon, etc.? Can you compete there?

A: Value of exclusive data is “swamped” by “vastness” of the Web. So no concern there.

Schmidt: Always a concern that large chunks of data are not accessible to search engines….long pause… up to the content owner to decide how much to expose. We believe the world is better off if more information is searchable. “We fundamentally believe that.”

Rosenberg: Daily deals are very exciting. “A lot of small companies doing a fabulous job there.” We participate a little bit via sitelinks. But no question “that’s a very exciting and hot space.”

Q: When will Google Instant be on the BlackBerry or iPhone? What’s Android activation rate? And why not let advertisers bid directly on mobile inventory?

Rosenberg: Instant availability on other platforms “relatively soon”–probably this fall.

Not updating Android activation numbers.

Q: Given that non-core search is more material, do you think you’ll keep allocating resources with your 70-10-10 model? And when do you anticipate mobile overtaking desktop?

Schmidt: On mobile vs. display: Even if we knew I don’t think we’d talk about it.

On core vs. emergent: We talk about this all the time. Depends. Android is very small, and growing fast, so they get all the resources they need. We end up still at 70-10-10, but that’s not really a formula for us.

Pichette: What really matters the most to us is as Eric says, “When you see a hockey stick, pour gasoline on that fire.”

Q: Big-picture data question: What does Google think about leveraging user data to better target ads (see Facebook, Yahoo, etc.)–particularly with search data and display?

Schmidt: “We have a pretty strong opinion that we’re not going to do very much of it.” We’re intensely serious about privacy.

So “we’re not going to do the kinds of things that we could do with it… without your explicit permission. And in many cases we probably won’t do it forever.”

A question on display, which I’ve missed but will have to return to.

Pichette wraps things up. Today’s data points “are not about giving you information” for coming quarters, but to give you confidence that we’re building long-term businesses.

Call ends.

Mark Mahaney’s cheat sheet will help you decipher the numbers:

Slip 'N Slide Time: All the Presentations From Microsoft's Financial Analyst Meeting

Kara Swisher — Fri, 30 Jul 2010 15:47:18 +0000

Microsoft had its annual Financial Analyst Meeting at its Redmond, Wash., campus yesterday, where BoomTown liveblogged the morning and afternoon sessions with the software giant’s top execs.

That included CEO Steve Ballmer, who talked about how a tablet device to compete with the Apple (AAPL) iPad was coming from Microsoft “soon” and also the company’s efforts in its eight “core” businesses.

And, because it is Microsoft (MSFT), there were lots and lots of slides to look at, which are all below from its panoply of execs on everything from finances to robotics to Facebook on the Windows Phone 7.

Here they all are for your data-crunching pleasure (and you can also read transcripts of the day’s events on Microsoft’s newly refreshed investor site.

New Intel Chips Could Make Ultrathin Laptops Worth Buying

John Paczkowski — Mon, 24 May 2010 19:01:54 +0000

Intel fleshed out its mobile processor line this morning, adding to it a series of low-voltage chips intended for ultrathin laptops. Covering the broad spectrum of Intel’s silicon–everything from the Celeron and Pentium to the higher-end Core line–these new chips theoretically provide double the graphics performance and 35 percent to 40 percent of the computing performance of their predecessors (click graphic below to enlarge).

“The ultrathin microprocessor which fits into the ultrathin solution is addressing all of these areas–better battery life, better performance,” Mooly Eden, vice president and general manager of the PC Client Group at Intel (INTC), said while announcing the chips this morning. “It’s going to be lighter, it’s going to be smaller, and it will fit the consumer system price point. You’ll see some very affordable systems.”

This bodes well for the ultrathin laptop, which hasn’t had much success staking out a middle ground between the netbook and the laptop because its performance often doesn’t justify its price. If Intel’s new chips change that, the ultrathin segment may stand to gain a bit of traction in the portable market.

Two Microsoft Search Dudes Talk About Bing! (BoomTown's Flip Is Waiting by the Phone for the Google Search Gurus' Call!)

Kara Swisher — Thu, 03 Dec 2009 13:05:24 +0000

Yesterday, BoomTown liveblogged a demo session Microsoft held for reporters about some new features on its Bing search service, a glimpse at what Twitter and Facebook integration will look like and the debut of a nifty new beta of its online map service.

It is still the bazillion-dollar question–and I do mean a bazillion dollars, since that’s about what Microsoft (MSFT) has lost online after many years of trying–whether Bing can gain some truly significant share in the search market and challenge the sector’s behemoth, Google (GOOG).

But there have been nascent signs of progress, helped by an aggressive attempt to keep innovating and differentiating its Bing product, which is new for Microsoft, long used to dominating.

And, despite various criticisms–over the use of Microsoft’s Silverlight video technology in the cool new map offering, for example–I always like to see competition, because it is the only way consumers win as these tech titans battle it out.

So, after the demo today, I talked to two of the Microsoft search execs there–Harry Shum, a corporate VP who is leading core search development, and Brian MacDonald, corporate VP for Core Search Program Management–about their thoughts on Bing so far.

Here is the video of the interviews:

[ See post to watch video ]

Please see this disclosure related to me and Google.

Just Slap the Thing in a MacBook, Already, Will Ya?

John Paczkowski — Wed, 02 Dec 2009 22:12:40 +0000

With 1.3-billion transistors and a 48-core processor, Intel’s new “Single-chip Cloud Computer” could power a formidable computer indeed. But it will be a while before the SCC reaches market, if ever.

Uncrated at an event in San Francisco Wednesday, the next-generation chip boasts approximately 10 to 20 times the processing power found inside current Intel (INTC) “Core” CPUs. And it can operate on as little as 25 watts, or at 125 watts when running at maximum performance–about the amount of energy consumed by two household light bulbs.

“With a chip like this, you could imagine a cloud datacenter of the future which will be an order of magnitude more energy efficient than what exists today, saving significant resources on space and power costs,” said Justin Rattner, head of Intel Labs and Intel’s chief technology officer. “Over time, I expect these advanced concepts to find their way into mainstream devices.”

But not yet. Right now, Intel is giving the chips to a few select research partners, who will use them to develop new software applications and programming models for future multicore processors. Said Ratner, “This is not a product. It never will be a product. But it provides a very good platform for conducting research.”

Comcast's Courtroom Drama

John Paczkowski — Fri, 05 Sep 2008 18:00:53 +0000

[ See post to watch video ]

Comcast's Courtroom Drama

John Paczkowski — Fri, 05 Sep 2008 18:00:53 +0000

[ See post to watch video ]

Waiting for OS X Leopard

Walter S. Mossberg — Thu, 17 Aug 2006 00:01:00 +0000

There’s no other major item most of us own that is as confusing, unpredictable and unreliable as our personal computers. Everybody has questions about them, and we aim to help.

Here are a few questions about computers I’ve received recently from people like you, and my answers. I have edited and restated the questions a bit, for readability. This week my mailbox contained questions about waiting for the new Mac OS, using an iPod with an old version of Windows and getting broadband in rural areas.

I am planning to replace my aging Dell desktop with one of Apple’s iMac machines. Now that Apple has announced that the new OS X Leopard will be released next spring, is it advisable to wait for Leopard’s release to buy a new iMac? Or will the current iMac be able to run Leopard when it is released?

If history is any guide, an iMac you purchase now, or in the next few months, should easily be able to handle Leopard, which is the sixth version of Apple’s Mac OS X to be released since 2001. Since Apple upgrades its operating system far more often than Microsoft does, the upgrades tend to require less of a jump in hardware capability. (Microsoft’s forthcoming new version of Windows called Vista, due in January 2007, is the first major overhaul of Windows since 2001.)

However, Apple hasn’t promised that every new feature of Leopard will run on any iMac sold now, and the company has coldly cut off users of older models in the past. So, if you can wait, do so. It’s always better to buy new machines with a new OS preinstalled, even though Apple’s OS upgrade process has generally been much quicker and more reliable than Microsoft’s. Another benefit: Apple typically charges existing users $129 for an upgraded OS, even if their machines are only, say, six months old. But new Macs next spring will include Leopard free of charge.

Even if you can’t wait until spring (you said your Dell was “aging”), consider waiting a few months to see if Apple brings out a new iMac with Intel’s latest processor, the Core 2 Duo, which is faster and more efficient than the Core Duo in current iMacs. I have no information that this will happen, but you should know by November or so.

I’ve got a new iPod I want to use with my Dell Dimension 4100 running Windows Me, but the iTunes software will apparently run only on XP or 2000. What’s my best bet for software to load files onto my iPod?

Try a product called XPlay 2, by Mediafour. It is specifically designed to work with older versions of Windows, including Windows Me. It costs $30 and can be downloaded at mediafour.com/products/xplay/. There is a free trial, but it is limited.

We live on a dirt road in rural Virginia with no cable and can’t get DSL. How can we get broadband? We would prefer not to do a satellite connection because you still need a phone modem to send material. Is there some kind of fast wireless connection we could get from our PC to our ISP? I see laptops with wireless antennas sticking out of them around here and they must transmit to somewhere.

Satellite Internet access has improved, and no longer requires a dial-up modem for the return path — in fact no use of the phone line is needed at all. Of course, as with any satellite service, your house must have a clear line of sight to the area of the sky where the particular satellite you use is situated. For more information, see www.hughesnet.com.

Another option, if you have good cellphone coverage, is a broadband cell-phone modem. It uses the cellphone network to connect you to the Internet at speeds roughly comparable with a slow home DSL line — which is still much, much faster than your current dial-up connection. This is probably what all those laptops with antennas are using.

These cellphone modems, using a technology called EVDO, are offered by Verizon and Sprint, and Cingular is slowly building a similar wireless broadband capability. For more information, see the Web sites of the phone carriers.

In some parts of the country, but not Virginia, a company called Clearwire is offering wireless broadband to rural homes.

* * *

Because of the volume of email I receive, I can’t routinely answer individual questions by email, or consult on individual problems or purchasing decisions. I read all questions I receive and select three each week to answer in the column.

Write to Walter S. Mossberg at mossberg@wsj.com

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Just Slap the Thing in a MacBook, Already, Will Ya?

Comcast's Courtroom Drama

Comcast's Courtroom Drama

Waiting for OS X Leopard