Start up: revising China’s phones, oldies don’t buy music, a disabled view of Apple Watch, Brexit raises tech prices, and more


Conference calls: we all hate them, right? But what if you could tune out and let a computer do the work of listening? Photo by alexhung on Flickr.

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A selection of 10 links for you. Use them wisely. I’m charlesarthur on Twitter. Observations and links welcome.

Using speech-to-text to fully check out during conference calls • Github

Josh Newlan:

»This script listens to meetings I’m supposed to be paying attention to and pings me on hipchat when my name is mentioned.

It sends me a transcript of what was said in the minute before my name was mentioned and some time after.

It also plays an audio file out loud 15 seconds after my name was mentioned which is a recording of me saying, “Sorry, I didn’t realize my mic was on mute there.”

Uses IBM’s Speech to Text Watson API for the audio-to-text.

«

Two thoughts. Probably shouldn’t have given his real name on this; anyone else itching to use this?
link to this extract


Surprise! It’s the older people who don’t pay for music • Business Insider

Nathan McAlone:

»

This makes intuitive sense given the nostalgia many have for the music of their youth, which makes new purchases less likely as time goes on. But it also brings up an important point about the future of music.

The music industry seems to be in the midst of an unstoppable move toward streaming services like Spotify and Apple Music, and unlike digital downloads, this model is built on paying for access instead of ownership. You pay a monthly fee and get to listen to anything on Spotify.

This means that the age graph above could actually change over time. When the 46% of 18 to 24-year-olds who have paid for music in the last month push past 65, does that mean they will cancel their Spotify accounts? Likely not, as this would mean not only losing the ability to find new music, which they might cease to care about, but also being able to listen, on-demand, to those old songs that have been woven into their emotional memory.

This could boost the revenues of the music industry, which some analysts already think is headed for a big turnaround.

«

Though it doesn’t show how much they paid for music. On average, people who buy downloads or CDs get an album a month – about the same as a music service subscription.
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F.B.I. director James Comey recommends no charges for Hillary Clinton on email • NYTimes.com

Mark Landler and Eric Lichtblau:

»on a day of political high drama in Washington, Mr. Comey rebuked Mrs. Clinton as being “extremely careless” in using a private email address and server. He raised questions about her judgment, contradicted statements she has made about her email practices, said it was possible that hostile foreign governments had gained access to her account, and declared that a person still employed by the government — Mrs. Clinton left the State Department in 2013 — could have faced disciplinary action for doing what she did.

To warrant a criminal charge, Mr. Comey said, there had to be evidence that Mrs. Clinton intentionally transmitted or willfully mishandled classified information. The F.B.I. found neither, and as a result, he said, “our judgment is that no reasonable prosecutor would bring such a case.”

The Justice Department is highly likely to accept the F.B.I.’s guidance, which a law enforcement official said also cleared three top aides of Mrs. Clinton who were implicated in the case: Jake Sullivan, Huma Abedin and Cheryl D. Mills.

«

But:

»In saying that it was “possible” that hostile foreign governments had gained access to Mrs. Clinton’s personal account, Mr. Comey noted that she used her mobile device extensively while traveling outside the United States, including trips “in the territory of sophisticated adversaries.”

«

Dear Hillary, please read on for useful advice.
link to this extract


Securing a travel iPhone • Filippo

Filippo Valsorda (who works at CloudFlare’s security team) has a number of recommendations, with the general ones being:

»Turn the phone off before entering any situation that might lead to you being coerced to use your fingerprint to unlock the phone. ProTip: if you reboot the phone and not unlock it, it will still let you listen to music if you use the EarBuds remote.

Upon entering hostile networks, start refusing iOS, app and carrier updates. Use Airplane mode extensively. Turn off WiFi when you don’t need it.

Avoid syncing or pairing the phone with a computer. To extract pictures, use Dropbox Camera Upload with a dedicated account and a shared folder going to your primary account. To save notes, message or email them to your main account. (Remember that email is unencrypted!)

Needless to say, keep the phone on your person at all times.

«

You’d have to be expecting pretty hostile security environments for this stuff, but some people do. Maybe Hillary Clinton’s next phone will be one of these?
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Centre Stage Applewatch • Molly Watt Trust

“Lady Usher” has Usher’s syndrome, which means that she is profoundly deaf and is losing her sight:

»I used to rely wholly on my cumbersome iPhone6+ to help me to navigate the maze of London’s streets with my guide dog. Most people don’t realise that you need both hands to work a guide dog, and I had to clumsily juggle the lead, harness and phone, while trying to orientate myself to where I was going. The sun’s glare often made it impossible for me to read the screen. I was stopped twice by police officers telling me to put my phone away, apparently, ‘a blind person carrying a phone is asking for trouble’.

My new AppleWatch has made things so much easier. I simply key in my route on my phone, pop it in my bag and the watch, hidden safely on my wrist, vibrates to tell me to go left and right using two different tactile pulses. Another signal lets me know when I have arrived at my destination. It is such a simple idea and so damn enabling.

Just three weeks after I got the watch, my guide dog and I entered a month-long team steps challenge at my work place. Together, we walked almost 200 miles through the busy streets of London, simply by following the vibrations of the AppleWatch and the simple on screen instructions. For the first time ever, it felt like we owned the streets. The whole of London has opened up to me for the first time since I lost my sight.

«

As she says,

»”If there was ever a good time to be losing your sight when you are already deaf, it is 2016. We are on the verge of great technology breakthroughs that will help to level the playing field even for those who are both deaf and blind. Driverless cars, haptic virtual reality, wearable technology – they will all soon be an everyday reality.”

«

Often we forget how transformative tech really can be.
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The AI that (almost) lets you speak to the dead • Ars Technica UK

Bob Dormon:

»The source of this existential conundrum is Luka, a company that focuses on what it calls “high-end conversational AI.” It has a free iOS app, also called Luka, which seems pretty benign, featuring a number of chatbots covering a range of tasks that rely on text input to respond and interact in a friendly way. That’s a lot more than just the Q&A you get with Siri. The company develops new chatbots for all sorts of different purposes all the time. For instance, three recent ones are based on the cast of the HBO series Silicon Valley. Fans can talk to these fictional characters and get responses in keeping with their on-screen persona.

Very recently however, Luka was adapted in a brand new way, to include a chatbot based on a real human being—one who just so happens to be dead. It’s this ghost-in-the-machine that has the audience spellbound, as Luka’s cofounder Eugenia Kuyda explains how text messages, social media conversations, and other sources of information on the deceased were grafted onto an existing AI platform. It started out as an experiment that, in a matter of months, enabled her and others to continue to interact with Roman Mazurenko, a fellow Russian who had died in a road traffic accident in November last year, the man she describes as her soul mate.

«

Amazingly, the whole (quite long) feature goes all the way through without once mentioning that this was pretty much the basis of an episode of Black Mirror.
link to this extract


Amazon.com: Matthew Garrett’s review of AuYou Wi-Fi Switch, Timing Wireless Smart …

Garrett is a security researcher, and he got one of these free in return for writing an honest review. Hold tight:

»In practice the app is looking for a network called “SmartPlug” and this version of the hardware creates a network called “XW-G03”, so it never finds it. I ended up reverse engineering the app in order to find out the configuration packet format, sent it myself and finally had the socket on the network. This is, needless to say, not a reasonable thing to expect average users to do. The alternative is to find an older Android device or use an iPhone to do the setup.

Once it’s working, you can just hit a button on the app and your socket turns on or off. You can also program a timer. If your phone is connected to the same network as the socket then this is just done by sending a command directly, but if not you send a command via an intermediate server in China (the socket connects to the server when it joins the wireless and then waits for commands)…

…This is a huge problem. If anybody knows the MAC address of one of your sockets, they can control it from anywhere in the world. You can’t set a password to stop them, and a normal home router configuration won’t block this. You need to explicitly firewall off the server (it’s 115.28.45.50) in order to protect yourself. Again, this is completely unrealistic to expect for a home user, and if you do this then you’ll also entirely lose the ability to control the device from outside your home.

In summary: by default this is stupendously insecure, there’s no reasonable way to make it secure, and if you do make it secure then it’s much less useful than it’s supposed to be. Don’t buy it.

«

Apart from that, how’s it going with the Internet of Things? (AuYou has withdrawn the device from sale.)
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Asian market turmoil: HTC and Huawei down, Vivo, OPPO and Asus on the rise • AndroidAuthority

Kris Carlon:

»this year Huawei looks to be in a little trouble. While still maintaining the number one spot in terms of production volume estimates (a loose indicator of sales success), Huawei’s dominance looks to be on the decline. Market analysts TrendForce have just downgraded Huawei’s production estimates for the year. This potentially puts the number one spot up for grabs next year as other OEMs ascend rapidly.

Just as Huawei is starting to plateau, smaller companies like Vivo and OPPO are on the rise. While Huawei’s predicted growth has been lowered to 10.2% year-on-year, OPPO has been estimated to grow by 59.2% and Vivo by 40.4%. Xiaomi and Lenovo are expected to see negative growth in 2016, continuing their decline. Meanwhile, young upstart LeEco is enjoying massive growth of 300% year-on-year, even if its production volumes are still well below its more established competition.

«

OPPO and vivo are low-end devices; Huawei is pushing into the higher-end space. Xiaomi and Lenovo have problems though if that forecast holds.
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Tech companies blame price rises on Brexit vote • BBC News

Leo Kelion:

»US computer-maker Dell and the Chinese smartphone company OnePlus are both raising their prices in the UK and saying the move is the result of the nation’s vote to leave the EU.

Another company, used by several camera equipment-makers to bring their goods to the UK, has also revealed it will soon follow suit. Intro 2020 said it had been “punched in the stomach very hard” by sterling’s drop after the Brexit referendum. Experts predict further price rises.

The pound hit a fresh 31-year low against the dollar earlier on Wednesday – it has dropped more than 12% since the eve of the Brexit referendum result. Falls against some Asian currencies have been even larger.

«

Others will follow; it’s just going to be a matter of time. Only a lunatic would have hedged for that big a drop in sterling, which means dollar-denominated prices will rise in a month or two.
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HummingBad malware puts 10 million Android devices at risk • SlashGear

JC Torres:

»According to Check Point, as many as 10m devices around the globe have infected apps installed on their Android smartphone or tablet. Unsurprisingly, majority of those come from China, India, and the usual Asian countries, but the US isn’t clean of it either.

hummingbad-2

At the moment, however, HummingBad isn’t doing maximum damage. It does attempt to root devices in order to further spread its malware, install more infected apps, and whatnot. Failing to do that, it has fallback measures to gain access. All of these are being done in the name of generating ad revenue. However, considering it tries to gain root access, its actual potential is far more frightening. That said, based on Check Point’s own data, older Android devices are more prone to getting infected, with Android 5.0 Lollipop and Android 6.0 Marshmallow showing the smallest shares.

hummingbad-3

However, it is the narrative around HummingBad that is actually more worrying. Check Point traced the malware to a Chinese entity named YingMob, which turned out to be a mobile ad server company. In a nutshell, it is actually a legit company partnering with other legit companies to serve ads. Most malware groups turn to hide underground, but YingMob operates out in the open, though the group behind HummingBad is just one part of the company.

«

Usually Android malware is restricted to China; this is unusual and worrying.
link to this extract


Errata, corrigenda and ai no corrida:

Start up: 3D scan copyrights, 2016 internet trends report, smartphone growth stalls, Jawbone lives!, and more


Race or income: which matters more when you’re accused in the state of Virginia? Photo by karen_neoh on Flickr.

You can also sign up to receive each day’s Start Up post by email.

A selection of 12 links for you. May contain nuts. I’m charlesarthur on Twitter. Observations and links welcome.

New Whitepaper on 3D Scanning and (the Lack of) Copyright • Shapeways Blog

Michael Weinberg:

»We are excited to announce a new whitepaper, 3D Scanning: A World Without Copyright*.  As the name suggests, the paper examines how 3D scanning intersects with copyright law.  We are big fans of 3D scanning here at Shapeways, and so we thought it was important to start a discussion around how copyright might impact all of the scans that are coming into the world.

It may come as a surprise, but in many cases 3D scans will not be protected by copyright.  That does not mean that scans are not important, but it does mean that people making and distributing scans should understand what rights they do – and do not – have in those scans.

Why aren’t the scans protected by copyright?  One of the key requirements for copyright in the United States is originality. Even if it takes a large amount of skill to create a scan, if making the scan does not involve originality it is simply not eligible for copyright protection.

The vast majority of scans fall squarely in that category.  By definition, most 3D scans attempt to create a perfect digital replica of the model being scanned.  Injecting “original” content that deviates from the object being scanned into that digital file would undermine the purpose of the scan.

«

Wonder where this puts the Nefertiti 3D Scan which was nicked from a museum’s server.
link to this extract

 


Uncovering big bias with big data • Lawyerist

David Colarusso:

»A while back, two of my colleagues were arguing about which is a bigger problem in the criminal justice system: bias against defendants of color or bias against poor defendants. My first inclination was to suggest we could settle the dispute if we had the right dataset. (I’m an attorney turned data scientist, so yes, that really was my first thought.1) That being said, the right dataset magically appeared in a tweet from Ben Schoenfeld.

What follows is the story of how I used those cases to discover what best predicts defendant outcomes: race or income. This post is not a summary of my findings, though you will find them in this article. It is a look behind the curtain of data science, a how to cast as case study. Yes, there will be a few equations. But you can safely skim over them without missing much. Just pay particular attention to the graphs.

«

Graphs like this:

It’s a terrific walk through how to deal with a big dataset and draw conclusions from them. No, I’m not going to skip to the end; read it.
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2016 Internet Trends Report • Kleiner Perkins Caufield Byers

»The 2016 edition of Mary Meeker’s annual Internet Trends report covers today’s Internet growth and an in-depth look at the following:

Global Internet users have surpassed 3B; India has supplanted the US as the world’s second-largest Internet market.
• Internet user growth remains consistent (led by acceleration in India), while smartphone user and shipment growth have slowed.
• In the face of a slowing global economy, key macro growth drivers from the past 2 decades are less certain.
• Internet advertising (particularly via mobile) continues to grow, but so does ad-blocking, pushing the envelope on development of more innovative ad formats.
• New online-first brands have rapidly grown in popularity for the millennial generation with their focus on omni-channel and personalized distribution strategies.
• In communication, video and images shared are growing as a means of storytelling; creators, consumers, and advertisers are taking part.
• Messaging has evolved from simple, expressive conversation to business-focused use cases, with Asian platforms often leading the way.
• More efficient and often more convenient than typing, voice-based interfaces are ramping quickly and creating a new paradigm for human-computer interaction.

«

And much more. You might take issue with some of the detail (it overstates the iPhone’s ASP, but the general direction is right) but it’s a reference, as usual. Question is, is it predicting the future or just setting up how the past looked? Anyway, here’s the whole 213 pages, if you have a spare five minutes.

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The End of Scale • rafat.org

Rafat Ali was the founder of PaidContent (which he sold to the Guardian Media Group; it later sold it at a loss) and more recently of Skift, a travel intelligence company:

»2016 is a seminal moment in media business history. The year where digital scale finally got exposed as a false proxy to actually building a real business.

The promise of trillion device universe, the promise of infinite distribution.

The promise of infinite user time. What were we thinking?

The tyranny of scale.

Time, attention, value, real tangible utility value to the daily lives of people. We all got fooled into thinking those could be replaced by tonnage of shares/views/interactions, forgetting there were humans on the other end, who at some point would get tired of the distraction and deception. We all got fooled by the startup ecosystem, by the investors drunk of dreams of unicorns (in media, of all places!), by the media who were covering all of this, desperate to look relevant and cool.

If you are the type that sees analogies everywhere – I am one of them – then you can see a lot of parallels among this the rise and crash of media scale chasing era with the bundling and rebundling of crappy mortgages and passing them onwards to be rebundled and sold to the gullible, only to come crashing down only seven years ago. Chasing scale in finance, at any cost, same as chasing scale in media businesses, at any cost…

…Who were we trying to fool?

Therein comes the biggest lie in all this, now exposed: There is no secret sauce in media.

There is no outside savior coming to rescue.

It is all you. The value you build with your editorial. The value you can create by being focused on doing a few things very very well.

«

Quite scary, in its way.
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AMD prices 3D tech to spur virtual reality market • WSJ

Don Clark on AMD’s release of its new Polaris-based graphics cards:

»the need for a PC with an add-in card that includes a beefy 3-D graphics chip is another barrier that stands in the way of widespread adoption of VR. An online survey conducted in April by the Advanced Imaging Society found that 68% of respondents said VR equipment was too expensive.

“Less than 1% of PC users have systems that are capable of doing VR,” said Raja Koduri, senior vice president and chief architect of AMD’s Radeon technologies group. “The entry point is very, very high.”

AMD said its new Radeon RX cards, certified for use in VR by HTC and Oculus VR, deliver performance equivalent to that of $500 graphics cards used for VR.

Patrick Moorhead, an analyst with Moor Insights & Strategy briefed on AMD’s strategy, estimated that the current minimum price on cards comparable to AMD’s new models is $399. He said the $199 pricing comes as a surprise.

“It’s great for getting more people into VR,” said Kelt Reeves, president of Falcon Northwest Computer Systems Inc., a boutique maker of gaming PCs that serves the market.

«

Except that would require people to upgrade their PC to one capable of doing it. More likely they’ll do it via their smartphone, surely.
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Worldwide smartphone growth forecast to slow to 3.1% in 2016 as focus shifts to device lifecycles • IDC

»According to a forecast update from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, smartphone shipments are expected to grow 3.1% in 2016, which is a substantial slowdown from the 10.5% growth in 2015 and 27.8% in 2014. Shipments are expected to hit 1.48 billion in 2016 and grow to 1.84 billion in 2020. The new forecast is 2.6 percentage points lower than IDC’s previous forecast for 2016 on the basis of the continued slowdown in mature markets and China.

IDC expects large markets like the United States, Western Europe, and China to see low single digit growth rates in 2016 while Japan and Canada are expected to contract by 6.4% and 6.9%, respectively. In all these markets, smartphone buying behavior is changing in many ways. In operator-driven markets the transition away from two year subsidized contracts toward monthly installment plans are slowly taking place. Meanwhile, many retail heavy markets are seeing a surge in the eTailer channel, better known as online marketplaces.

“Consumers everywhere are getting savvy about how and where they buy their smartphones, and this is opening up new doors for OEMs and causing some traditional channels to lose some control of the hardware flow,” said Ryan Reith, program vice president with IDC’s Worldwide Quarterly Mobile Phone Tracker. “Smartphones sold into eTailer channels grew 65% in 2015 and are expected to account for roughly 12% of smartphone shipments in 2016, up from just 4% in 2013. Consumers are having more say over which brands they want and at the same time able to bargain shop.”

«

Phablets will do well, Windows Phone won’t, iPhones to see slight drop from 232m in 2015 to 227m in 2016, BlackBerry to.. fade to black, probably.
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Apple Watch 2 wishlist • Hypergeusia

Ryan Considine’s list (faster, better app launcher, ambient display and more) is right on the spot. And I have to agree with him on this wish:

»

TouchID
That passcode screen is miserable.

«

I have to do the passcode first thing every morning. It’s not a great experience.
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We’re still committed • The Jawbone Blog

Hosain Rahman is CEO of Jawbone:

»As some of you may have recently seen, there have been a few incorrect media reports that Jawbone is exiting the wearables business or going out of business altogether. These reports are unequivocally false. This speculation appears to emanate from wrongful insinuations made in a blog post in which the particular digital publication has since made a “Correction.” Jawbone was not contacted on the specific insinuations prior to the post and other media picked them up before the digital publication posted a correction, further spreading this false information.

To be clear, Jawbone remains wholly committed to innovating in and building great wearables products. We have never been more excited about our pipeline of technology and products and look forward to sharing them with the world when ready.

We have always managed our inventory positions according to internal business processes and strategic product lifecycle objectives. This situation is no different and we will continue to support all of our products. UP2, UP3 and UP4 are still hugely popular and continue to sell well. We’re also continually inspired by stories of how our UP® community is using our products to live better.

«

The “particular digital publication” appears to be Tech Insider (aka Business Insider), where the story from Friday May 27 has been seamlessly updated to include this denial from June 1.

I’m not quite getting an unequivocal feeling that Jawbone is feeling strong. But it also shows how the world of zero-deadline digital can lead to messups; at least with a print deadline, you know when you need to answer. (That didn’t stop screwups, but it gave you a time by which to prevent them.)
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From $4.5bn to nothing: Forbes revises estimated net worth of Theranos founder Elizabeth Holmes • Forbes

Matthew Herper:

»Theranos has been hit with allegations that its tests are inaccurate and is being investigated by an alphabet soup of federal agencies. That, plus new information indicating Theranos’ annual revenues are less than $100m, has led FORBES to come up with a new, lower estimate of Theranos’ value.

FORBES spoke to a dozen venture capitalists, analysts and industry experts and concluded that a more realistic value for Theranos is $800m, rather than $9bn. That gives the company credit for its intellectual property and the $724m that it has raised, according to VC Experts, a venture capital research firm. It also represents a generous multiple of the company’s sales, which FORBES learned about from a person familiar with Theranos’ finances.

At such a low valuation, Holmes’ [50%] stake is essentially worth nothing. Theranos investors own preferred shares, which means they get paid back before Holmes, who owns common stock.

«

If that’s the case about Holmes’s stock, she was poorly advised. Forbes also thinks she won’t raise money at a higher valuation again, has too many unknowns, hasn’t delivered on promises (or threats), and might not have a target market.

Apart from that, Ms Holmes, how was the play?
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Twitter is betting everything on Jack Dorsey. Will it work? • Vanity Fair

Nick Bilton, who has been a splendid biographer of the Borgia-style goings-on at the top of Twitter, updates his book with the latest:

»I have been told by people close to the company that, in the face of mounting pressure from Wall Street, Twitter occasionally resorted to what most start-ups do when they need to goose the numbers: they kind of faked it. This happens at virtually all social networks; the company sends an e-mail to inactive users who haven’t been on the service in a few months, informing them there is a problem with their username or account, which leads people to log in to fix the situation. Magically, those people become monthly active users even if they were not.

And while Dorsey wasn’t employing that trick, his magic was not yet apparent to investors on Wall Street. Months into his turnaround campaign, user growth was relatively flat and Twitter’s stock was now down nearly 60% from where it had stood when Costolo was convening his staff in [the meeting room called] Waterthrush. Twitter, which once had a market valuation of nearly $40bn, was now worth about half that…

…There are few things about Twitter’s future that anyone can say for certain, but I’ll offer one prediction with absolute assuredness: there will not be a fourth Jack Dorsey era. Recently, when I met with executives at the company—including the executive chairman of the board, the chief financial officer, and the director of communications—there was one query that seemed to catch everyone off guard. What was Plan B, I asked, if Dorsey couldn’t turn the company around? “There is no Plan B,” I was told. “This is it.”

The solution to Twitter’s problems, they all reiterated, along with Dorsey, is that word “live.” “We now know what inhibits usage, and what doesn’t,” Dorsey explained to me. He said he has a slew of new features—including hosting live video from the N.F.L., where people can talk about the game as they watch it—that will grow the audience and focus on that single, live strategy.

Twitter is betting a lot on this relatively simple notion.

«

link to this extract

 


2016 Mobile Adblocking Report • PageFair

»Quick Facts:

• At least 419 million people (22% of the world’s 1.9bn smartphone users) are blocking ads on the mobile web.
• Both mobile web and in-app ads can now be blocked.
• As of March 2016 an estimated 408 million people are actively using mobile adblocking browsers (i.e., a mobile browser that blocks ads by default).
• As of March 2016 there are 159 million users of mobile adblocking browsers in China, 122 million in India, and 38 million in Indonesia.
• As of March 2016 in Europe and North America there were 14 million monthly active users of mobile adblocking browsers.
• A further 4.9 million content blocking and in-app adblocking apps were downloaded from the app stores in Europe and North America since September 2014.
• Adblocking is now the most hotly discussed topic in the digital media industry.

«

Those figures for China, India and Indonesia add up to 319 million – leaving about 111 million outside those three countries. Adblocking is most prevalent (ie most urgent to users) where data is expensive and phones are slow(er).

Here’s the presentation:

There’s a PDF report too.

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Delaware court finds Dell’s $24bn buyout underpaid investors • FT.com

James Fontanella-Khan and Leslie Hook:

»“The sale process functioned imperfectly as a price discovery tool, both during the pre-signing and post-signing phases,” said Travis Laster, vice-chancellor of Delaware’s special corporate court.

The ruling is a black eye for Mr Dell and Silver Lake, which were attacked at the time for underpaying and then changing the voting rules to prevent the offer being blocked.

Magnetar Capital, a hedge fund, could net about $15m as it has legal rights to about 3.8m shares.

Dell’s $24bn sale to its founder came under scrutiny as many investors believed Mr Dell was conflicted: playing seller and buyer at the same time. A spokesperson for Dell declined to comment on Tuesday’s ruling.

In the wake of the financial crisis, Dell’s PC sales had slipped, causing share prices to fall — and presenting Mr Dell with an opportunity.

The efforts by Mr Dell and Silver Lake to take Dell private were contested by shareholders from the beginning. Shareholders who opposed the deal included billionaire activist Carl Icahn as well as T Rowe Price, which believed the market was underpricing Dell.

«

In total, it’s about $20m in extra payments. Not huge, but it’s the principle: how can it be right for Dell to be both seller and buyer? Here’s the ruling.
link to this extract

 


Errata, corrigenda and ai no corrida: none notified.

Start up: PC sales droop, app store revenues, security on Android and Microsoft, Apple Watch promise, and more


Not so many of these. Pic by PeeZeeZicht on Flickr.

A selection of 8 links for you. Do not use as a sterile swab. I’m charlesarthur on Twitter. Observations and links welcome.

PC leaders continue growth and share gains as market remains slow » IDC

Worldwide PC shipments totalled 80.8m units in the fourth quarter of 2014 (4Q14), a year-on-year decline of -2.4%, according to the International Data Corporation (IDC) Worldwide Quarterly PC Tracker. Total shipments were slightly above expectations of -4.8% growth, but the market still contracted both year on year and in comparison to the third quarter.

Although the holiday quarter saw shipment volume inch above 80m for the first time in 2014, the final quarter nonetheless marked the end of yet another difficult year – the third consecutive year with overall volumes declining. On an annual basis, 2014 shipments totaled 308.6m units, down -2.1% from the prior year.

Gartner gives 4Q 2014 a +1% growth, to 83.7m, and the whole year essentially level at 315.9m. Gartner includes 2-in-1 units, where IDC doesn’t. And growth came from enterprise – consumer sales kept falling.

Also remarkable: Apple shows as fifth largest, ahead of Asus, for IDC, with 5.75m; Gartner reckons Asus shipped 6.2m units (because it includes 2-in-1s).


App Annie Index Market Q3 2014 » App Annie

Google Play worldwide quarterly downloads were about 60% higher than iOS App Store downloads in Q3 2014, roughly the same lead as last quarter.

Emerging markets continued to show remarkable growth on Google Play and have helped drive the store’s impressive download growth over the last year. In the Q3 2013 Market Index, Google Play downloads were only 25% higher than iOS App Store downloads.

iOS retained its strong lead in app store revenue over Google Play. In Q3 2014, iOS App Store’s revenue was around 60% higher than Google Play’s.

Japan, iOS’ second largest market behind the US, led revenue growth in Q3 2014.

So iOS gets 62% of the downloads (100/160) but 160% of the revenue – in other words, 2.5x as much revenue per download on average (160/(100/160)). That gap is likely to expand as Android reaches more emerging markets. If you want to reach lots of users with a free app, Android is increasingly the place to go (other things being equal); if you want the money, it’s iOS.

Lots of other fascinating trends, including Indonesia’s growth and what is driving Google Play download growth.


Slick, useful apps put the wow in Apple Watch » WSJ

Chris Mims:

I’ve seen some of the applications that will launch for the Apple Watch when it makes its debut as early as March, albeit in simulation, and some are extraordinary. Along with the details Apple has already released about how the watch will work, it’s convinced me Apple Watch will be a launching pad for the next wave of billion-dollar consumer-tech startups…

To use a historical analogy, the shift to mobile is one reason messaging supplanted email. Email was a product of a particular set of behaviours, including sitting down at a computer at a designated time and putting a certain amount of thought into responses. BlackBerry turned email into something like messaging, and touch-screen smartphones made it apparent that email was itself an anachronism, merely one conduit among many for what has become real-time communication.

Consider the same sequence of events for contextual information—that is, alerts delivered at a particular time and place, such as reminders. Our phones buzz, we pull them out of our pockets or purses, read a push alert, swipe to unlock, wait a split second for an app to load, then perform an action that might have been designed with more free time and attention in mind than we have at that moment, if we’re on the go or preoccupied. All that friction is one reason, I suspect, why location-based social networks like Foursquare never took off.

An insightful piece; Mims isn’t just lauding the idea of a watch, but the interaction model. (Subscription required.)


A call for better coordinated vulnerability disclosure (CVD) » Microsoft Security Response Center

Chris Betz is Microsoft’s Google’s senior director of the MSRC, and one might guess that he’s mightily pissed off just now:

CVD philosophy and action is playing out today as one company – Google – has released information about a vulnerability in a Microsoft product, two days before our planned fix on our well known and coordinated Patch Tuesday cadence, despite our request that they avoid doing so. Specifically, we asked Google to work with us to protect customers by withholding details until Tuesday, January 13, when we will be releasing a fix. Although following through keeps to Google’s announced timeline for disclosure, the decision feels less like principles and more like a “gotcha”, with customers the ones who may suffer as a result. What’s right for Google is not always right for customers. We urge Google to make protection of customers our collective primary goal. 

Google gave Microsoft 90 days to fix the vulnerability – and declined to hold back to 93 days so the fix could be rolled out. Just a bit childish?

However Google has form on this: in 2010 one of its researchers, TravisOrmandy, gave Microsoft just five days to issue a fix – and then issued proof-of-concept code when it didn’t hit that deadline. The POC was exploited in the wild.

On the other hand, Jonathan Zdziarski points to this 2005 paper (PDF) which uses empirical data to indicate that “Our results suggest that early disclosure has significant positive impact on the vendor patching speed”. Sure, but Microsoft was patching. It just wanted to do it on its own, clear, schedule; Google’s assumption is that it knows Microsoft’s security priorities better than Microsoft does.


Google under fire for quietly killing critical Android security updates for nearly one billion » Forbes

Thomas Fox-Brewster:

Android smartphone owners who aren’t running the latest version of their operating system might get some nasty surprises from malicious hackers in 2015. That’s because one of the core components of their phones won’t be getting any security updates from Google, the owner of the Android operating system.

Without openly warning any of the 939 million [devices] affected, Google has decided to stop pushing out security updates for the WebView tool within Android to those on Android 4.3, better known as Jelly Bean, or below, according to appalled security researchers. That means two-thirds of users won’t receive cover from Google, the researchers noted.

It’s a wonder that Microsoft can resist discovering a few exploits and publicising them. But it seems that Rapid7 and Rafay Baloch have been churning them out pretty regularly, so no need to bother.

Apple also stops security fixes of iOS version [x-2] – but the proportion, and number, using those is generally tiny: at present it’s 4% by Apple’s figures – compared to 60.1% running a version of Android below 4.4.


Samsung considers rolling out Windows phone » Korea Times

This is one of those “all the promise at the front, all the disappointment at the back” stories. Begin:

In a move to cut reliance on Google’s Android mobile operating system, Samsung Electronics is considering releasing cheaper handsets running on Microsoft’s Windows 8.1 platform, sources said Sunday.

“Samsung has run pilot programs on the stability of Windows 8.1 software on devices. It is interested in promoting Windows mobiles,” said an official directly involved.

But the key issue is whether Samsung and Microsoft will settle their ongoing legal dispute over royalties.

“If the companies settle their litigation, then Samsung will manufacture handsets powered by the Microsoft-developed mobile platform,” the official said. “The timing could be the third quarter of this year at the earliest.”

Third quarter? Gah. That’s not going to move the needle – if Windows Phone is still a thing in the third quarter.


Vodafone UK’s CEO talks 4G and the future of the network » Vodafone blog

“For us it’s about having the strongest network,” [CEO] Jeroen [Hoencamp] says of 4G. “One of the things that makes us different from others is that we have our ‘low band spectrum’. What that means is that our 4G is on a lower frequency, which travels further and deeper indoors. Forget all the technicalities, though: all it means is that we can offer great indoor coverage, and that’s important because the bulk of mobile activity actually takes place indoors – whether people are at work and at home.

“Wherever we build 4G, we’ve proved that we can deliver great unbeatable 4G speeds and coverage, but it’s not a race to have the highest speeds because when it comes to mobile, speed only gets you so far.”

Jeroen explains that you need to have something extra to make that speed worth having:

“We could build a network just to achieve massive speeds,” he says, “but the reality is that you don’t currently need anything beyond 20Mbps on a mobile device. Even for streaming video you only need a couple of megabits per second, so we think less about absolute speed and more about using that bandwidth to enable more customers to enjoy great content on the move, even in the busiest places and at the busiest times.”

He also claims that “customers don’t buy 4G for the latest technology – they switch to Vodafone 4G because there’s particular content they want to access.” This sounds half-right – who cares about a snazzy tech name – but you can get what you want on any network. “The strongest 4G signal” sounds like something Vodafone is going to built an ad campaign around, though.


Here’s what happens when you install the top 10 Download.com apps » How-To Geek

Lowell Heddings watched his PC suffer so that you wouldn’t have to. It’s all pretty predictable (and horrible, and entertaining), but here’s the payoff:

Freeware software vendors make almost all of their money by bundling complete nonsense and scareware that tricks users into paying to clean up their PC, despite the fact that you could prevent the need to clean up your PC by just not installing the crappy freeware to begin with.

And no matter how technical you might be, most of the installers are so confusing that there’s no way a non-geek could figure out how to avoid the awful. So if you recommend a piece of software to somebody, you are basically asking them to infect their computer.

Also read the comments, where one person claiming to run a freeware download site (it seems) says that they’ve been offered up to $1.50 per download to bundle software. Multiply by a few million…

You wondered why innovation died on the desktop? Partly it was the rise of mobile. But it is also the prevalence of this sort of thing. Imagine if you were wary of recommending any less-known app to anyone on the grounds that it could screw up their phone and spill their life out.