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BobWarfieldon Meet Microsoft, the world's best kept R&D secret

Microsoft Research was founded by Nathan Myhrvold. Maybe it's just a patent trolling scam?

Cheers,

BobWarfieldon The Art of Riding the Bubble

The answer to your concerns about riding the bubble is not to ride it. Momentum investing has always been riskier than growth investing. There are no Momentum Warren Buffets.

However, at the moment, VC is obsessed with Momentum, and that's really the point of the post. That will change eventually.

Cheers,

BobWarfieldon Flash on iPhone would be a huge revenue leak

There have been bytecode versions of many languages for ages. Smalltalk is a language most people view as interpreted that executed bytecodes way back when. Basic "compitlers" have generated bytecodes for ages. Lisp compilers, ditto.

This definition of interpreted, that leaves Java not being interpreted is interesting, but one would have to conclude if you buy that definition not much of anything is interpreted save a few scripting langauges.

Wikipedia is absolutely on target with the definition I used for an interpreted language. It's the one I was taught when I got a CS degree. One could've argued even then that most CPU's execute microcode, and that there were even CPU's you could download new microcode to, so that was the only "one true" compiled world. But this is not the general meaning of the word.

There are tons of apps available in Flex that do all kinds of useful things that Apple will want to charge for. Javascript is an interesting case. I wonder how complete the implementation is on the iPhone and whether all apps execute fine there? Anyone have any complex Javascript to try it with?

BobWarfieldon Why There Aren't More Googles

The problems are as much in the beginning as the endgame. I agree that Umair has it wrong. And I like spreading the net wider. But, all deals are not cheaper. Google spent a fortune on early R&D, and the world has moved away from that model, hence reducing the likelihood of building something hard with real barriers to entry.