Just some (dense) thoughts

So Disney buys Apple (or is it the other way around?); Icahn wants TimeWarner to shotgun AOL with some "B" level portal player? Who? Why? Steve Jobs tells Microsoft to create their own MP3 player and call it X-Player...Google buys DMarc....my-o-my...these are interesting times indeed. The above is just a sample stories flashing through the ether for one day. What to make of this? Nobody has the answers, but everyone now feels they can't standstill lest they be left unloved and unhitched once the music stops. Onward with the deals.

PS Interesting nugget in the WSJ about Cingular's HSPDA network. They are rolling it out nationwide throughout this year at $60 a month, right in line with Verizon and Sprint. At the speeds they are offering (400k - 700k), if the price of these services drops to the more consumer friendly levels (perhaps as part of a bundle), this could displace the cable modem and DSL business significantly. Unless, the whole video over Web channel really explodes. You got to feel for the cable companies...does Comcast protect its legacy video or cable modem business? If the latter, then it will have to push to get more video content and more consumers of such content over the Web....