raymondhome's comments

the product managers are ruining Google, why is there no push back from the engineers?

Hire an architect to do the specification ($40k for 2 months), and one board designer ($120k as contractor for 6 months) and two layout engineers ($36k total) to implement the design. For redesign, use a contractor at $75 per hour (budget $4k). This is for top-quality Valley talent. If you do this overseas, costs will be 1/3 but you will need more redesign. $10k for software tool licenses $50k for prototype PCBs

so the preproduction works stays in USA, the labor-intensive animation goes to low cost location such as China, India, Phillipines.

And Singapore animation companies are just dumb-money equity investor coming up with the funds.

So what animation industry again?

Seems like FG was only doing systems integration and project management. Didn't see any IP that they came up with. They bascially outsource everything.

TC might as well partner up with any Taiwanese ODM. The Taiwanese ODMs are strong in engineering and manufacturing.

hmmm, no mention that Google actually had >50% search market share in China during 2001-2002.

Badiu' share only start to sky rocket after:

1) people in China having lag and latency issue surfing Google's website. 2) Baidu's deep linking of pirated mp3 music files. In effect Baidu acts like thepiratebay.com and the China's youths defected en mass to Baidu.

We knew that Fusion Garage did the software, but did they do the hardware?

Remember that they had an ODM partner in Pegatron. Also with regards to the software, it's not like they garner positive reviews.

The VCs must be a very optimistic bunch. Fusion Garage is 2 product cycle behind Ipad, one product cycle behind the current Android tablet entrant.

I don't see the Android tablets competing with the Ipad yet (the UX experience just isn't there). However, once Android tablets pricing drops to $350 in another 2 product cycles, sales will take off as people buy Android tablet in lieu of netbooks.

As long as people are not looking at Android tablet as netbook replacement, Android tablet would continue to be a niche product.

Gamble,

you are so wrong. I was working for Carly at Lucent in '99. Both Lucent and Nortel was showing gigantic growth with huge sales and profits figures but it was all a ponzi scheme.

They were selling to all these CLECs and vendor financing the CLECs. That means while Nortel is selling a lot of stuff, no money is coming in because Nortel is financing all the sales itself.When the dotcom boom crashed, the CLECs run out ot capital and couldn't pay back Nortel and Lucent. Both companies have to take huge write-offs and face huge cash crunches.

Compare that to Nokia. Nokia's in its last quarter generated EUR 1 billion of free cashflow. Just for comparison, Google generated $2.35 billion in free cashflow.