Google investors get another gut check

Those Google guys — they’re a nice bunch, and smart as all get out, but when it comes to dealing with investors they could probably use a few tips. For example, when your stock is selling for more than 80 times earnings, and you have a market value of over $110-billion (U.S.), don’t use the words “growth is slowing.” Ever. Why? Because then your share price will get creamed, as Google’s did on Tuesday, when chief financial officer George Reyes did exactly that at a Merrill Lynch conference on Internet advertising (which accounts for about 90 per cent of Google’s revenue).

Specifically, the Google executive was quoted by CNBC as saying: “Growth is slowing and now largely organic… the search monetization gains have now been largely realized.” Did he say that the company was going down the tubes? No. But when you’re growing as quickly as Google has been — and your stock is predicated on that growth continuing — admitting that growth is slowing down even a little is tantamount to yelling “Sell!” Which is what investors did: Google was down by more than $50 or about 13 per cent in early trading, which wiped about $14.5-billion off the company’s market capitalization in a matter of hours (former analyst and tech-stock lightning rod Henry Blodget has more here and also here).

By mid-afternoon, the stock had rebounded to trade at $373, which meant it was only down by about 4.5 per cent from Monday’s close — but clearly some investors were rattled. It’s been a tough couple of months for the search kingpin: although Google’s stock price has come back from its lows of a couple of weeks ago, it is still down by more than 20 per cent from its peak of $475 earlier this year. And Mr. Reyes’ comments didn’t help the rest of the Internet sector either — shares of Amazon, Yahoo and eBay were all down as well on Tuesday.

While the Google exec’s comments may not have been news (at least not to anyone who looked at the company’s financial results from the most recent quarter) they seem to have come as a surprise to some investors. And they could make them increasingly nervous about the stock going forward. As my friend Paul Kedrosky notes, it’s not so much that Google doesn’t give guidance, it’s that they suck at it.

Public service notice: Toronto blogger meetup

A short public-service notice for anyone who is planning to attent the bloggers’ meetup with Shel Israel (co-author of Naked Conversations) in Toronto on March 6th – Alec Saunders notes that the venue has changed. It was supposed to be the Peel Pub, but that venerable bar is no more and has been replaced by Filthy Mcnasty’s – who are apparently so McNasty that they don’t return phone calls. The new venue is Shoeless Joe’s on King Street east of Spadina. A map is here (Alec used Mapquest, but as anyone who has seen the Lazy Sunday video knows, Google Maps is the best – double true)

Why is everyone so down on Digg?

For whatever reason, there seems to be a segment of the blogosphere that sees “social bookmarking” sites like Digg.com and Reddit.com as the Internet’s equivalent of the trailer park – or maybe the local video-game parlour, if they still have those (Galaga rules!). In other words, it’s full of people who look like Bubbles from Trailer Park Boys, or “pimply teenagers,” as one person put it recently (okay, it was Umair Haque of Bubblegeneration). You get the picture: Digg is filled with drivel, which is posted and then “dugg” by mouth-breathers with low foreheads and a short attention span.

Is that true? Who knows. I haven’t seen a breakdown of the socio-economic stratification of Digg.com users, and I’m betting Umair hasn’t either. He and my pal Scott Karp of Publishing 2.0 – who also did a drive-by on Digg and Reddit in his recent post about how some audiences are better than others – both make assumptions based on the kinds of links that fly by on the Digg home page or Digg/spy, which they conclude are filled with useless crap. And I’ll admit there’s a lot of crap in there. But then, there’s a lot of crap on the Internet period. For that matter, there’s a lot of crap on TV too, and in newspapers (although not the one that I work for, of course).

Umair says that Digg.com is useless to him and to “most of the rest of the universe,” and that he doesn’t care whether there’s a video of “an 87-year-old guy having a sex change.” I don’t know about that, but I do know that it was through Digg that I came across a fantastic video clip from a local TV station about an autistic kid who got his big chance to play in a high-school basketball game. Did it change my life? No, but it was pretty incredible just the same. And if some pimply teenager posted it to Digg, then I’m glad he did.

I get the fact that Scott and Umair are all about the need for filters and whatnot, and how we need smarter tools to get through the crap. But I don’t see why Digg.com has to be held up as a symbol of everything that’s wrong with the existing filters we have. It doesn’t seem to me to be filled with any more or less crap than some link blogs that smart people I know have, including Waxy.org’s links and Kottke’s links. I think all in all Digg is pretty good. And I know Jeff Jarvis thinks so too, because he just wrote a column about it for the Media Guardian.

What is the sound of one hand clapping?

Have you ever noticed how leading up to Macworld there’s a blizzard of rumour and speculation about what kind of cool new products Apple will release? The rumours are invariably wrong (remember the big-screen TV with a computer in it that one site figured was a shoe-in?), but it makes for fun reading. It looks as though Microsoft may be taking some lessons from Steve Jobs, the king of buzz-building, with a new portable device that is said to be in the works — code-named “Origami.”

According to several different reports, including one from respected tech site Ars Technica, Origami is a small portable device with a detachable keyboard and a Tablet PC-style screen — a device that might allow you to take the screen with you and watch movies or listen to music, or perhaps surf the Web, with a keyboard for entering large amounts of data if necessary. There’s a “viral marketing” website with few details, other than a note that more info will be forthcoming on March 2nd. Coincidentally, Apple is also set to announce something mysterious a few days before that.

Some sites have been having fun with the idea of Origami, but it seems obvious that something is coming (the original ad for the as-yet-unseen device is gone from the agency’s website, but video-sharing site YouTube managed to grab a copy). The Scobleizer has effectively confirmed the existence of such a device or project, which seems to be more like a mini-Tablet than a video iPod type of device, although he’s been backpedaling a little on the whole thing. Even the New York Times has picked up on the buzz, with a piece about the speculation, and the Seattle Post-Intelligencer has something too.

Whether the reality of Origami lives up to the buzz, of course, remains to be seen. As my buddy Kent Newsome notes, Microsoft is likely in for a backlash if it isn’t.

Some Scott Karps are better than others

Scott Karp at Publishing 2.0 is getting on my nerves again. Scott, who works at the company that publishes The Atlantic Monthly, removed that fact from his “About Me” page because he didn’t want all that “old media” baggage to colour the way people perceived his blog. And maybe it’s a good thing he did, because I can’t help but think of it when I read some of the stuff he writes — which is almost always very thoughtful and well-considered, and quite often wrong.

Take his latest post for example, which is entitled Audiences Are Not Created Equal. As he often does, Scott is talking about the reams of information on the Web, and how people need filters and so on. He talks about Matt McAlister’s post on “What will be the next PageRank” and so on. So far, so good. Then he gets to his main point, which is that someone — traditional media, he suggests — needs to find a way of getting the RIGHT people to filter things. He says:

There’s an egalitarian sensibility among Web 2.0 and participatory media evangelists that says any participation is good participation. But as anyone who works in media ought to know, all audiences are not created equal.

Scott then goes on to talk about how Digg.com and Reddit.com are useless because they are so random, and does what many people who make this argument do, which is to pick a random list of headlines from each and make fun of them (I actually found more than half the links in each of his lists to be interesting, which I think is a pretty good signal-to-noise ratio, but I digress). In other words, the people who filter through stuff and post it to Digg are morons, and what we really need are people who read The Atlantic Monthly and/or agree with Nick Carr to filter things for us.

Scott says he often gets “accused of being elitist” and then we see why — because he is elitist. As he puts it:

“The collective intelligence of some groups of people is more intelligent than that of other groups. Why? Because on certain topics, and in general, some people are smarter than others.”

As I often say, being an elitist is great provided you are one of the elite, but it kind of sucks for everyone else. And yes, obviously some people are better basketball players than others, although what that has to do with filtering information on the web is beyond me. What Scott’s post boils down to is that he wants the New York Times and other old media to do a better job of getting their readers to filter things, so that he doesn’t have to read all the crap the morons on Digg.com are always posting. I would much rather have the best of both. We in the old media need to get past the idea that we are always smarter than our audience.

Update:

I seem to have made Scott Karp mad, as you can see if you read the comments on this post. He thinks I’ve missed the point, and been disrespectful to boot – please read my apology after his comment if you have time. Pete Cashmore of Mashable.com has also responded with some thoughts both here in the comments section and on his own blog in this post, and I think he and I agree that Scott is still trying to argue that old media should define audiences somehow, instead of allowing them to define themselves. But I could be wrong (it has been known to happen). Scott has updated his post to respond to Pete’s comments, but so far no response to mine. I guess I’ve been banished from the discussion 🙂

There’s good Dave, and there’s bad Dave…

Remember that Star Trek episode where Captain Kirk and Spock went through some kind of rip in the space-time continuum and split into two personalities? There was good Kirk and bad Kirk, and you could tell the bad Kirk because he laughed maniacally and had a sash, and the bad Spock had a goatee. For some reason, I think of that episode sometimes when writing about Dave Winer, who helped develop RSS – which powers the newsfeed for this and other blogs – and was also involved in the genesis of podcasting.

As anyone who has read my previous posts on the subject knows, I have a fascination with Dave and his involvement in what is happening with RSS – not just because I’m interested in what happens in the syndication and feed/aggregator field, but because I find it incredible that after all this time one man’s personality is still getting in the way of so much. Whenever and wherever RSS is discussed, Dave Winer is the elephant at the table – a presence that dominates the discussion even if it isn’t mentioned.

Here’s good Dave, in a post on his blog that is aimed at newbies to the blogosphere:

“Someday, when you’re in the shower or lying in bed in the morning and get an idea that you wish you could tell everyone, remember that you have a blog, and go to the computer, and write it up and publish it. That actually feels pretty good, even if you think no one will read it, because you got it off your chest.

Kindly old Uncle Dave. You can almost picture him in a sweater by the fire. And then there’s bad Dave – the one with the sash and the goatee, who told Rogers Cadenhead that he was going to do everything he could to destroy the RSS Advisory Board because it was trying to mess with his creation:

“If anyone else decides to join up with [Rogers] on the terms of the old “advisory board” I will talk with each of them individually, until they see that it serves no purpose. This process will go on until Rogers gets the idea that it isn’t go to work. I may at some time send him a bill for all of my time that he is wasting.”

The soap opera continues, as Dave has managed to convince David Sifry of Technorati.com to resign from the board, and now has inserted himself into a conversation between Brad Feld of Mobius Capital, who wrote to Rogers (see his comment on Dave’s post) because he has investments in RSS-based companies such as Technorati, Feedburner.com and Newsgator.com – all of whom Dave sees as enemies. He has decreed that RSS must remain as it is, he refuses to admit that it might be broken, and he will take on all comers who say otherwise.

One long-time observer of the tech scene recently described Dave’s behaviour to me this way: “Now he’s added Newsgator to his list of kills,” said this person, who has known Dave for a long time. “This is getting to be like a serial killer. There is a sick fascination in watching him stalk his prey.” Let’s all bow our heads and pray for Brad Feld, and Rogers Cadenhead for that matter – and for RSS.

Google finally starts to roll out GBuy

Google’s move into online payment has been rumoured for some time now, at least since Google Base launched last fall. The thinking was that it made sense to attach a growing database of stuff to a payment system, which could theoretically compete with both Craigslist.org and eBay.com, not to mention Amazon. And it still makes sense – so much sense that it’s actually happening. Google says it has begun incorporating payments for Google Base items with your Google account, the same one you use for your Gmail and for creating those crappy web pages with Google Page Creator.

In fact, it’s been incorporated to the point where Greg Yardley has already bought something – a pink highlighter. Greg says the experience was preferable to that of buying through eBay-owned PayPal.com, which he said he despises. According to the comments on Greg’s blog, John K. of Got Ads has already bought a rock. Inside Ads has more info about Google Base if you’re interested.

On the official Google blog, they seem to be trying to downplay the whole “crush eBay, Craigslist-killer” kind of thing, although they do say that Google has “billed advertisers in 65 countries more than $11.2 billion in 48 currencies, and made payments to advertising partners of more than $3.9 billion.” Not exactly a little startup.

Bill Burnham notes that this is exactly how it is likely to roll out – gradually, but picking up speed. It means that Google has built a payment platform that is large enough and scalable enough that virtually anything is possible. Bill, who is a Very Smart Guy TM also points out that the “Buy It Now” feature that Google appears to have its sights on currently makes up about 40 per cent of eBay’s business. And in a related post, he discusses how the way Google has structured the service implies a greatly expanded role for it in the Google universe.

Get off the A-list treadmill and just write

I didn’t get a chance at the time, because I was on the A-list treadmill (that’s a joke), but I wanted to take note of a post that Rex Hammock made on his blog the other day (thanks to my buddy Kent for reminding me by mentioning it). It was my favourite type of blog post – a post about blogging. Rex was responding to the spate of articles about how blogs are dead, about how blogs will never amount to anything, about how blogs are shite, and so on. And he had some very smart advice.

Among other things, Rex said that:

“If you believe the size of your audience is the measure of success, don’t blog. If you think how many people link to your site is the measure of success, don’t blog. Blog because you want to have a voice in a conversation.”

That is it in a nutshell. Full stop. As others have pointed out – including my favourite sparring partner, old-media defender Scott Karp of Publishing 2.0 – blogging is not a business. It is a form of communication, which can be useful for business. But it is not a business, as Jason Kottke has discovered.

Among Rex’s other smart tips were these:

“Don’t let any Technorati.com feature – and I’m not referring to a specific feature as I can’t keep up with them – define your authority or popularity or pecking order.” And also: “If you run a business, blog – because one day, I promise, you will be glad you have a place to respond when the conversation is about you.”

Thanks, Rex. I couldn’t have said it better myself.

RIM clock keeps on ticking

By now, everyone involved in the legal battle between Research In Motion and NTP – from the lowliest BlackBerry user to RIM co-CEO Jim Balsillie, and even Judge Spencer himself – probably wishes the whole affair would just go away. But while many observers, including many in the mainstream media, had convinced themselves that the case would finally come to a head today, it is far from being over. Not only has Judge Spencer reserved his decision for some future date, but RIM has said that it intends to proceed with its software “workaround,” which the company has said avoids the patent infringement issues that are at the centre of the lawsuit. And NTP, meanwhile, says it is still open to a settlement, but RIM won’t negotiate.

In other words, not much has changed.

What happens now is still a giant question mark, and there are as many opinions on the future outcome as there are patent lawyers (and that’s a lot). There are a few indicators that send a fairly strong signal, however — and the signal they send is that an injunction from Judge Spencer is almost a certainty. Whether it will be a complete injunction, which prevents BlackBerrys from being sold or operated in the U.S., or a partial injunction that merely stops the company from selling new ones, remains to be seen. But most patent-law experts say injunctions in such cases are commonplace, and that Judge Spencer has already indicated he isn’t sympathetic to the government’s arguments against such a decision, especially since NTP said it would allow a workaround for government users.

As for the decisions by the U.S. Patent Office, which has rejected almost all of NTP’s patents as invalid – meaning they should never have been issued – it’s important to remember that Justice Spencer has to base his decision on what the reality is right now, and the reality is that those patents are still in full force until NTP has exhausted its appeals to both the Patent Office Appeal Board and the U.S. Court of Appeal. Some patent lawyers also point out that the pressure that has been exerted on the patent office by the U.S. government will provide ammunition for those appeals. And it’s also important to keep in mind that the U.S. Court of Appeal has already heard many of the arguments about the validity of the patents, and has found in favour of NTP. As Judge Spencer put it:

“The hallmark of sanity is to remain firmly tethered to reality. One unfortunate reality for RIM that they want to forget is that there was a trial, a jury was selected, evidence was received and when all was said and done, they found RIM had infringed the patents and the infringement was willful.”

While the delay will give RIM more time to hammer out a deal – something the judge may be counting on – it’s unclear whether Mr. Balsillie wants to settle or not. While comments he made Thursday seemed to indicate that he was more open to the idea, statements he made after the Friday hearing suggested the opposite. And so the RIM saga continues.

Hey Google — where’s my calendar?

Not content with controlling a majority of the market for online search and search-related advertising, Google has been rolling out add-ons to its online hegemony over the past year or so, including GTalk, Google Analytics and so on. And the most recent – not including the hideous and lame Google Page Creator – was the addition of a hosted email and domain service, which The Scobleizer got all upset about for some reason.

But there’s more. Garett Rogers, the ZDNet columnist who first spotted evidence of the hosted email solution — hidden inside the Javascript code that underlies Google’s Gmail webmail service — has found something else in the entrails of Google’s programming. It appears to be the precursor of a voicemail offering Google plans to roll out, which would make sense considering that voice-over-Internet calling is part of its GTalk service. What would make more sense than bundling instant messaging, voice calling and voice messaging into one web-based application?

So let’s think about that for a minute. Email, contact manager, voicemail, instant messaging all integrated into one app. What is it missing? If it were Microsoft’s Outlook, it would be missing a calendar, so you could schedule things with all your business or social contacts. So where’s the calendar, Google? It has been much rumoured in the past, and rumours have sprung to life again more recently.

Will Google do it? It seems like a natural fit in many ways, and it could be one of the last links in the chain – apart from the word processor and spreadsheet part, of course – creating a Google hosted-Office suite of some kind. One thing is for sure: many people seem to want them to do it. And the customer is always right.

Update:

Google also appears to be getting close to finally launching a Finance hub. And Google Page Creator has been having some teething problems.

Hey look – it’s 1996 all over again

Yet another Google product launch, and yet another collective yawn – or worse, a quizzical look and a shrug of the shoulders. What the heck is Google Page Creator supposed to be? You go there, type in some text, maybe drag an image, change the font, choose a template and away you go. Google publishes and hosts the page at yourname.googlepages.com and you get 100 megabytes of space. Does this sound at all familiar? It does to The Blog Herald, and to Jim Benson at J. LeRoy and others – including me. It sounds like GeoCities.

Remember them? They were one of those great website-creation tools that sprang up in the late 1990s and quickly tried to outdo each other in the low-price, garish design sweepstakes. It got to a point where I refused to even go to a webpage if it had a GeoCities.com address. Nevetheless, there were plenty of similar services – including TheGlobe, which saw the largest increase in market value ever on the day of an IPO. It later disappeared, but GeoCities was bought by none other than Yahoo for $3.6-billion.

Apart from the use of AJAX, which makes it that much faster to create a crappy website, Google’s page creator is like going back in time. Richard MacManus of ZDNet wonders whether it isn’t part of a much-rumoured Google Office suite of some kind, a sort of proto-word processor. Matthew Gifford feels the same. But Nik Cubrilovic says it looks like just another lame product rolled out the door with too little thought, like Google Base or Froogle.com, and I must say I’m leaning in that direction myself. Maybe it’s part of a larger strategy, but if so then the rest of the strategy better look pretty damn good, because this is lame.

DemoCamp in Toronto was a blast

Before too much time has gone by, I wanted to write something about DemoCamp Toronto, which was held on Monday in the offices of Tucows, a domain registrar and blog software provider run by my friend Elliot Noss. Organized by David Crow, it was a fun event attended by about 100 people as far as I could tell. There were six presentations (including one from Blogware), each of which lasted about 20 minutes with a demo and questions.

Brent Ashley presented a chat application for blogs that he developed a while ago called (what else) BlogChat, a group from the University of Toronto presented a wiki-style software development tool called Dr. Project, OpenBlue presented an online shopping platform for jewellers, and Geoff Whittington demonstrated a local job/social networking site called Local Guru.

But for me the standout of the night was Nuvvo, an online learning platform developed by John Philip Green, his wife Malgosia and a small team. Nuvvo provides everything you need to start offering an online course in something – such as “Hindustanic music for the Western listener.” You can create a course in minutes, send and receive messages, upload files and Nuvvo provides an online payment system as well. There is a free tier, and then for-pay tiers will be coming soon with extra features.

All in all, I had a great time watching the presentations and listening to the questions along with my friends Rob Hyndman and Mike McDerment, and enjoyed the discussions over beers afterwards as well. Nice job, David.

Softbank buys into “citizen journalism”

My boss at globeandmail.com, Angus Frame, doesn’t like the term “citizen journalism.” He says – and I quote – that it’s “a crock.” But he doesn’t mean that the concept is a crock – I think he means that the term itself is a crock, in that it makes it sound like some kind of brigade of citizens with fedoras (with cards that say “Press” stuck in them) and notebooks, fanning out across the land looking to right wrongs and triumph over evil (to quote Sailor Moon). He prefers to call it “user-generated content,” and for him it covers everything from e-mailed cellphone shots to reports from crime scenes to shared bookmarks.

There have been a number of experiments with the concept of citizen journalism, including Bayosphere, a high-profile – but ultimately failed – attempt by online journalism pioneer Dan Gillmor to marshall the forces of interested Bay residents. Dan has written about why Bayosphere didn’t work, and one reason could be that it was too rigid and structured.

At the other end of the spectrum is OhMyNews, a “citizen media” experiment that began in South Korea. And now OhMyNews has gotten a huge vote of confidence from Softbank, the Japanese venture capital outfit, which has bought about 13 per cent of the equity in the venture for $11-million. OhMyNews said that it plans to use the money to start a Japanese site, which is the first step in an international expansion.

OhMyNews has been written about many times, including in Wired magazine and in Newsweek. The venture began six years ago, and by the time Wired wrote about it in 2003 there were 40 editors and the site published about 200 stories a day – most of which came from some of the service’s 26,000 registered citizen journalists. By the next year, when Newsweek wrote about it, the site had more than 750,000 unique visitors a day. By way of comparison, globeandmail.com – a leading Canadian news site that covers Canada and the world – gets about half that.

Amy Gahran of I Reporter and The Right Conversation has some more thoughts on the future of citizen journalism here.

Google image search – two thumbs down

Reproducing copyrighted images without permission is an infringement of copyright law — everybody knows that. But what about a search engine that shows you thumbnailed versions of those images? Is that infringement too? According to U.S. District Court Judge Howard Matz, yes it is. The judge just ruled in a case involving Perfect 10, a provider of “adult” images, that Google’s image search effectively infringed on the company’s copyright over those images, just by displaying the tiny thumbnail versions of those photos.

There were actually a couple of different issues being considered in the case, as described by my friend Paul Kedrosky. One was whether the displaying of thumbnails represented infringement, and another was whether displaying the entire image on a third-party website (which had acquired the image illegally) constituted “secondary” infringement. The judge found that there wasn’t enough evidence to conclude that Google infringed in a secondary way — although he did say that he found it interesting that Google ran AdSense ads on many of the infringing sites, which he said changed the nature of the relationship with these “third-party” infringers.

However, he did find that Google had infringed on the company’s copyright simply by generating thumbnails, in part because Perfect 10 sells thumbnail-sized photos to cellphone users, and therefore Google’s behaviour might potentially eat into this market. That, among other things, disqualified the search company in the judge’s mind from being excused of copyright infringement by the “fair use” principle, which allows other parties to make use of copyrighted content in a limited way, provided they don’t either make money from it or cause the copyright holder to lose money.

How this will affect Google’s image search remains to be seen. But the courts are clearly interested in how the search company’s business affects copyright, and this decision could be the first of many — given the unfavourable attention that Google has already gotten from book publishers and newspaper owners.

The RSS soap opera (updated)

Dave just can’t let it go. The RSS thing, I mean. He started with a thinly-veiled attack on the RSS Advisory Board a few days ago, which he managed to rope John Palfrey and Harvard’s Berkman Center into as well (are they regretting ever getting involved? I would have to think they are, unless they are closet masochists). And now he is firing broadsides in typical Winer-esque fashion both on his blog and on the Yahoo Group dedicated to the RSS effort (or perhaps “sideshow” might be a better term).

Here’s a typical example of how Dave likes to deal with things. He often talks about how the RSS process should be open, and how ideas from the advisory board have to compete for acceptance, that they are “not mandates.” But then he writes things like this:

“I am banging the gavel and ending this experiment of Rogers’s [Roger Cadenhead, head of the advisory board]. Tomorrow I will talk individualy with all the corporate members of the “board” and ask them to resign.”

But even this isn’t enough for Dave, who likes to talk about how RSS has been given to the people through Harvard and the Creative Commons process, but still guards the spec as though he were a mother bear and it was his cub. Here’s how he continues his ultimatum:

“If anyone else decides to join up with [Rogers] on the terms of the old “advisory board” I will talk with each of them individually, until they see that it serves no purpose. This process will go on until Rogers gets the idea that it isn’t go to work. I may at some time send him a bill for all of my time that he is wasting.”

The sad thing is that Dave’s efforts will probably do a fair amount of damage to the advisory board, and his talking to various corporate backers of the idea might just sabotage a lot of what the group is attempting to do – which, let’s remember, is to improve the spec. Dave would rather have it frozen in amber for eternity, which is why Atom was developed – as a way of routing around Dave (as James Robertson puts it, the reason why Atom exists is demonstrated “every single time Dave speaks on the subject”).

And whenever supporters like Paul Montgomery of Tinfinger come out in support of Dave, they wind up having to twist themselves into rhetorical pretzels. Tim, for example, thinks the fact that RSS is broken and generally sucks is actually a positive thing. How did things get to this point?

Update:

I can’t resist. Another exhibit in the ongoing Dave Winer-versus-everyone-else story: Dave posted something today (Feb. 23) that is like an exercise in split personalities. He starts off very reasonably, telling Rogers Cadenhead to “be a sport and listen a little, give a little. You can make a contribution without being Lord Master God of RSS.” Then he tells Rogers that the “compromise” he suggests is for Rogers and the rest of the RSS Advisory Board to change their name and their mandate completely – to what Dave wants it to be, of course. Then he says

“I’m not going to argue with you about whether or not you’re in conflict, since I’m the author of the roadmap, I reserve that judgement for myself. Someone has to have the last word, and when it comes to the RSS 2.0 roadmap, that’s me, not you.” He also warns Rogers that “you can’t just blow by me in RSS, and ignore what I say, that just isn’t going to work.”

Priceless. If you want more on the saga, Shelley over at Burningbird has plenty.

Update 2:

Dave Sifry of Technorati.com has resigned from the RSS board today (Feb. 24) at the request of Dave Winer.