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JBSay

  1. More insight on Europe from John Cochrane: "Leaving the Euro again" johnhcochrane.blogspot.com/2012/05/leavin…
  2. As usual John Cochrane is clear headed . . . in the face of near universal confusion over Greece -- "Leaving the Euro" johnhcochrane.blogspot.com/2012/05/leavin…
  3. David Malpass: Greece's False Austerity on.wsj.com/L9Hqi7 via @WSJ "One approach points to growth, the other to Greece."
  4. @binarybits last mile broadband links DO change faster than sewers, are part of larger networks, with different biz models, which compete.
  5. @binarybits but @AdamThierer's infra socialists mostly aren't talking about ditch-digging or installation.
  6. We can make more wires and virtual wires, not so much land. And unlike sewers, etc, broadband tech is dynamic “@binarybits: Adam Thierer”
  7. Land is different in several respects. “@binarybits: Adam Thierer, infrastructure socialist: forbes.com/sites/timothyl…” (1/2)
  8. “@JonErlichman: One view on why Netflix traffic share has peaked bit.ly/KfRh4r $NFLX”
  9. PC mkt share, incl tablets “@asymco: From the cutting room floor for today's post. Perhaps still interesting. twitpic.com/9ocnc7
  10. FWIW, I said $FB was overvalued in my April @Forbes column onforb.es/K3a9QZ
  11. Apple's iPhone 5 plan rocks global e-supply chain shar.es/qf7Iu
  12. “@NCF_Updates: "There are a whole set of [American] frontiers we don't even know about yet." ow.ly/b4AaH
  13. perfectly predictable . . . and necessary "Extra lane: how Comcast assures Xfinity on Xbox 360 works well" Ars Technica arstechnica.com/tech-policy/20…
  14. “@NCF_Updates: The U.S. digital economy produces profits, but what about #jobs? ow.ly/b3l7P #employment @jbsay
  15. "The way to punish Saverin is to make the U.S. so appealing and dynamic again that he'll be sorry he ever left." on.wsj.com/Jkl3rb @WSJ
  16. Nvidia Looks to Cloud for Gaming on.wsj.com/JhJWhH via @WSJ #exacloud
  17. “@lawandeconomics: people still cite OECD #broadband rankings without understanding underlying statistics tinyurl.com/c6tlden #Tech2012