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This June 13^th, 2007 Issue:

***SNS*** GOOGLE VS. APPLE VS. MS: MONEY VS. STRATEGY

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This June 13^th, 2007 Issue:

***SNS*** Google vs. MS vs. Apple: Money vs. Strategy

IN THIS ISSUE:

SNS Media Page

The Google Strategy

The Microsoft Strategy

The Apple Strategy

Insites
Upgrades

Those Pesky GDP Numbers

OLED, at Last

Hydrogen Solved?

How to Subscribe, Including Corporate Volume Licenses

The SNS Media Page:

Video: Dinner Presentation: “An Ocean of Genes: the CAMERA Project”: J.Craig Venter, Founder, Chairman and President, J. Craig Venter Institute. The streaming link is: mms://www.tapsns.com/firefive/oceanofgenes.wmv

Video: “The Next Big Thing: From Entertainment to Intelligence”: A conversation with Eric Haseltine, Associate Director of National Intelligence for Science and Technology; hosted by Mark Anderson. The streaming link is: mms://www.tapsns.com/firefive/nextbigthing.wmv

Audio: “The Future of Robotics, from the Military to the Civilian”: A conversation with Helen Greiner, Chair, iRobot; hosted by Jim Louderback, Editor in Chief, PC Magazine. The streaming link is: <http://www.tapsns.com/media/fire2007/audio/03-futureofrobotics.MP3>

Audio: “Regenerative Medicine: The Future of Stem Cells”: A conversation with Randall Moon, Founder, University of Washington Institute for Stem Cell and Regenerative Medicine, hosted by Mark Anderson. The streaming link is: <http://www.tapsns.com/media/fire2007/audio/02-regenmedecine.MP3>

GOOGLE vs. MS vs. APPLE: Money vs. Strategy

Imagine that one day last December, as you were working at your humdrum job, a stranger walked up to you and gave you a check for around $10.6B. Of course you’d take it!

But wait, this (true) fairy tale gets better: this isn’t the first check she’s given you. In fact, she’s been coming by every three months for several years now, and every time the check gets bigger. All you have to do, she says, is keep on with your humdrum job, and once a quarter -- more magic money!!!

So far, her strange little habit has resulted in an improvement in your personal net worth of about $155B and counting.

OK, WAKE UP!! WAKE UP, I SAY!!! YOU’VE BEEN DREAMING !!!!!

OR, you work for Google.

So what should you do with the money? Let’s assume that hiring adult supervision, in the form of Eric Schmidt, a nice guy who’s been through two disappointing rides, has already occurred to you. Now what?

1. Pretend you have a detailed, secret plan. Never disclose it.

2. While doing (1), try investing in everything that has half a chance. After all, someday the nice lady may stop writing checks. You quickly realize that replacing her income stream with one of your design is never going to happen.

3. Find and expand upon the one application out of a hundred that has traction (Google Earth, a derivative copy of Microsoft TerraServer, which is a direct result of the SNS Earth II Project, itself derived from prior sci-fi authors and tech pundits).

4. Admit that the Random Walk apps development schemes have not panned out. New idea: Lie to everyone about having no interest in going after Microsoft, and then copy each of their apps, and release on an as-ready basis.

5. Start doing everything Microsoft does: phones, games, etc. You are the Next Microsoft, you tell yourself, so Act Like It !!!!!

6. Ask yourself why no one is downloading your free Microsoft-copy Apps (which, of course, MS copied from Apple and Lotus).

7. Continue to be nice to the Stranger Lady.

Just to show you that I can be equally tough on Microsoft, here is a similar breakdown of its history, from Billg’s view:

1. At partner’s suggestion, write a copy of a language (BASIC) that someone else already invented, modified to run on a new machine on the cover of an electronics magazine. Partner moves to Albuquerque to cement the relationship with the maker of these machines. Fate as a follower company is cemented.

2. Write some other copies of other languages invented by other people, for various machines invented by someone else. Emulate your old friend Gary Kildall, founder of Digital Research in Monterey. Gary says CD storage is the Hot new thing.

3. Convene your own CD Convention in Seattle, position yourself as the leader, make a million bucks off a thousand people at a thousand a head, with Sony as your partner to make it real. Gary is writing operating systems now, including CP/M.

4. IBM needs an operating system, fails to meet with Gary (or, by one account, won’t sign his NDA), and they come to you on the same trip. You don’t have any, but your partner knows of someone in town who does, so you get distribution rights to this QDOS/QuickDOS thing, rename it PC DOS, and license it to IBM a few weeks later. It will subsequently appear to turn out that QDOS was stolen, in whole or in part, from Gary. The deal creates the company, generating over $200MM in free cash flow in just over a year.

5. You now have your own Stranger Lady. From now on, she will visit you once a quarter, writing you a larger check every time, for a product you didn’t write. As this product becomes a clear monopoly play in a growing market, your total value will escalate to about $287B. Gary is knocked out and, a few days later, dies, killed by a stranger in a bizarre bar scene. No one ever locates the killer. His company eventually fails.

6. Copy Apple’s operating system and word processing program, Lotus’ spreadsheet, Apple’s AppleWorks bundle, GO’s pen computing technology, etc. etc. etc. Wipe out all of your competitors; literally drive them out of business or into the arms of acquirers.

Which works on everyone but Apple, for whom you are now providing best-selling applications.

Which brings us to Apple’s historic strategy, from SteveJ’s view:

1. Find a guy at the Homebrew Club who says he can make a computer. When he succeeds, this becomes the first real personal computer.

2. Go to Xerox PARC, see the mouse, tiled windows and folders. Get an immediate pass on borrowing the same from a shared director.

2. Inside the company, Jef Raskin’s group invents what becomes the Mac; drop your own project and take over the group, ticking off Raskin forever. Result: best-designed computer in history. Problem: priced too high (Jef’s complaint), aimed at consumers. Result: IBM takes over PC business.

3. Hire John Sculley to do marketing, even though you are best marketing exec in world. Result: Sculley backdoors you; welcome to the street.

4. Invent a too-expensive computer that no one wants or needs, with an OS based on the Mach Unix kernel. Gil Amelio buys the OS, hires you as consultant; nuke him immediately. He’s on the street, but rich.

5. Spend $10MM to buy a special effects unit from George Lucas; rename it Pixar. Do a tough deal with Disney that creates the most successful film company launch in history.

5. Use industrial design, rather than technical breakthroughs, to sell scads of Mac versions, fruitcake flavors, cubes, etc. Except for the cube, everything sells.

6. Find the iPod under construction, kind of a copy of Creative’s MP3 players, get it, finish it, sell it; don’t advertise it was not your own top-to-bottom creation. Add beautiful design.

7. Do a tough deal with music companies allowing the sales of single songs through your iTunes site, kind of a copy of Real Networks’ Rhapsody project. Everything sells.

8. Copy the Prada, a design-winning Korean phone, etc. You realize that software makes the phone. It makes the tune monopoly possible for iTunes. It makes the Mac great, and new software differentiates the Mac from everybody else. You realize what SNSers have already known for a few years: Apple is a software company.

9. Set up the new iPhone so that it represents what SNS has been asking for for years: a tight PC/phone link. Cement this with iTunes downloading through the computer, and release a new Safari browser that a) also runs on Windows, and b) runs applications, without special modification, on the iPhone.

Result: phone is integrated with the computer, control moves from operator to boxmaker, market share shifts from Windows to Apple. Game, set.

Now let’s take a moment, and look at these strategies from a customer perspective.

My original point was this: people are more likely to buy their applications from Microsoft, which makes real money from them, than from Google, which does not. Not because they are better or worse, but simply because they represent profit centers to MS, and so the buyer is protected in knowing that support will continue.

What if you switched your whole F500 company to Google Apps, and then, for whatever reason, Google decided not to do apps any more, but would rather go in the direction of GIS or communications?

And here I find myself comparing founders, showing how the real inventors were consistently pushed aside by those who “found” them.

None of these companies is what it would have you think it is -- including Google, the Do No Evil company. (This week, as noted in our Quotes section, a global privacy group gave Google the worst possible rating for being essentially “hostile” to users’ privacy interests.)

It all ends up in the strategy, not for being clever, but from customer self-interest. Google has no strategy, other than kicking out at MS and beefing up its online ad sales, so there is nothing for a customer to grab onto. Microsoft has a follower strategy, but as soon as the taillights are gone, the customer has to rely solely on the fact that MS not only wants to, but has to, make money on its products.

And then there’s Apple. Apple is the only company of the three with a real strategy. It’s clean, smart, and provides Apple (and its customers) with benefits at every step. iPod owner? Benefit from new Macs, iTunes site, optional accessories. iPhone owner (as of this month)? Benefit from everything iPod had, plus PC integration, video on iTunes, new DRM-less content deals from Apple, and new Safari-based application software, from a developer community just announced this week.

Is this a tough choice?

Your comments are always welcome.

Sincerely,

Mark R. Anderson

CEO
Strategic News Service LLC              Tel. 360-378-3431
P.O. Box 1969                                    Fax. 360-378-7041
Friday Harbor, WA 98250 USA         Email: sns@tapsns.com

-------------------------------------------

INSITES

SNS readers interested in additional predictions and information can turn their browsers to:

The SNS website, at http://www.stratnews.com.

The SNS Blog, at http://www.tapsns.com/blog

The SNS Media Page, at http://www.tapsns.com/media.php

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SNS Members' Corner, at http://www.tapsns.com/subscriber_corner.shtml

SNS Members' Gallery Spotlight Page: http://www.tapsns.com/gallery.php

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The Orca Relief Citizens' Alliance, a 501(c)(3) non-profit effort to study and reduce Orca mortality rates, supported largely by technology workers. Please visit our website, at http://www.orcarelief.org, for more information. Contributions may be sent to: ORCA, Box 1969, Friday Harbor, Washington, 98250.

New to the Family:

I would like to welcome, among others, these new members to the SNS Family: David Kestenbaum, Science Correspondent, NPR, Washington DC; Greg McCarthy, Director of Information Services, Martin’s Point Health Care, Portland, ME; James Aley, Assistant Managing Editor, Fortune Magazine, New York, NY; Otto Berkes, Architect, Mobile Platforms Division, Microsoft Corporation, Redmond, WA; John Costello, Vice President of Marketing, Gateway Computers, Irvine, CA; Tom Greaves, Chairman, The Greaves Group LLC, San Diego, CA; Dietrich A. Stephan, Founder, Amnestix, Burlingame, CA; Barry Taylor, Managing Director in the Technology Group ,Warburg Pincus, Menlo Park, CA; Bill Strecker, Partner, Flagship Ventures, Cambridge, MA; Douglas Myers, CEO and Executive Director, San Diego Zoological Society, San Diego, CA; Paula Brock, CFO, San Diego Zoological Society, San Diego, CA; and Helen Greiner, Chair and Co-founder, iRobot, Burlington, MA; and many others.

Quotes of the Week:

“This is now an issue of a different Russia. It’s a Russia that is run by the KGB, who thinks strategically and surreptitiously and dangerously, and will murder at whim. They’ve murdered every opposition leader they can find, not only at home, but abroad as well. And they are in control of most of the federal republics, even those that are not independent -- or that are independent, they’re beginning to move in. They’re blackmailing every country for energy. They now control a good part of the energy. And Western Europe, for reasons which I can remember quite well, seemed to make the Western Europeans more dependent on the Soviet Union. So they are more dangerous rather than less dangerous.” -- General (ret.) Alexander Haig, from an on-air interview with Larry Kudlow, CNBC.

“The new architecture of economic relations requires a completely new approach.” -- Russian President Vladimir Putin, at an international gathering of 200 global CEOs which he arranged in St. Petersburg just before the G8 meeting, and at which he for the first time proposed the ruble as an international reserve currency.

Whatever you think Vlad is planning, his real ambitions are larger.

“BusinessWeek’s analysis of the import price data reveals offshoring to low-cost countries is in fact creating ‘phantom GDP’-- reported gains in GDP that don’t correspond to any actual domestic production.” -- BW, 6.18 issue, cover story.

I have been telling SNSers that the GDP figures are wrong for several years now. London Dinner participants will be particularly familiar with this story, which we have discussed for at least two years. You heard it here first, I suspect.

“Comprehensive consumer surveillance and entrenched hostility to privacy.” -- the language used by Privacy International to describe Google’s practices, in giving it its lowest possible grade in a report this week.

“The worst strategic mistake in the history of our nation.” -- Al Gore, referring to the Iraq invasion, in a speech at Town Hall in Seattle last week.

[In comparing a 9% Dow jump this year to the most sluggish domestic economic growth since 2002:] “ There’s friction between those two numbers. That’s why investors are a little bit worried, and why we’re not hitting home runs every day.” -- Hugh Johnson, Chair and CIO of Johnson Illington Advisors; quoted in the Seattle Times.

One pictures a Hokusai-like tsunami wave hovering over two preoccupied fishermen in a small boat, wondering aloud why the fish are so easy to catch, and the waters so shallow.

“In these modes [the media] is like a feral beast, just tearing people and reputations to bits, but no-one dares miss out. -- and to a dangerous degree -- unraveling standards, driving them down.” -- Tony Blair, turning bitter and old before our very eyes, in parting shots yesterday; quoted in the BBC.

I will note that Tony gutted BBC management when they correctly reported the initial scandal of how Britain was sucked into the Iraq conflict. So much for Tony and press independence.

“The city government has listened to the opinions expressed and has decided, after careful deliberation, that the project must be re-evaluated.” -- Vice Mayor Ding Guoyan, Xiamen, after a citizen revolt against construction of a polluting chemical plant, culminating in nearly a million text messages sent in opposition.

Democracy by cellphone: why not?

UPGRADES

Those Pesky GDP Numbers

Most of the world uses GDP (gross domestic product) figures to assess national and global economic health. For instance, if you were in the U.S. government, you might turn to the BEA for these figures:

From the Bureau of Economic Analysis,

http://www.bea.gov/national/xls/gdpchg.xls

we have:

Quarterly GDP

(Seasonally adjusted annual rates)

GDP percent change based on

current dollars / chained 2000 dollars

2006q1 9.0 5.6

2006q2 5.9 2.6

2006q3 3.8 2.0

2006q4 4.1 2.5

2007q1 4.7 0.6

Here’s a MarketWatch story, typically showing some of the many revisions that occur in GDP numbers after their first announcement. Notice the BEA graph, and ask yourself if it matches the figures in the story:

GDP revised lower to 0.6% in first quarter

Corporate profits growing at slowest pace in five years

By Rex Nutting, MarketWatch

Last Update: 1:34 PM ET May 31, 2007

WASHINGTON (MarketWatch) -- The U.S. economy slowed to a crawl in the first quarter, held back by falling investments in homes, shrinking inventories and a large trade gap, the Commerce Department reported Thursday.

The economy grew at a 0.6% annualized pace in the quarter, revised down from the initial estimate of 1.3%, the government said in its second estimate of quarterly gross domestic product. It was the slowest growth since late 2002. Read the full government report.

Economists surveyed by MarketWatch were expecting GDP to be revised to 0.7%. See Economic Calendar.

The economy has grown just 1.9% in the past four quarters, well below the 3% growth most economists say is the long-run potential. It's the weakest year-over-year growth in four years.

(full story here)

<http://www.marketwatch.com/news/story/us-gdp-revised-lower-06/
story.aspx?guid=%7B31B26C89-4FDB-4AFF-BB72-F5A8A0FA5FAB%7D>

Or, you might find small search hits like this:

White House sees 2007 GDP at 2.3% vs.2.9% earlier
10:00 AM ET, Jun 06, 2007

(non live link at MarketWatch)

With the government quietly ratcheting things down, even as Wall St. and the Fed are suggesting a strong H2 this year.

Here is another, similar look, again not actually accurate:

From

http://www.economagic.com/em-cgi/daychart.exe/form

And here is a verbal description of GDP figures from the London Globe and Mail:

Business growth slowed to a 2.2 per cent pace in the late summer, a much better performance than anticipated and an encouraging sign that the housing slump hasn't significantly dragged down the economy. ---

Gross domestic product measures the value of all goods and services produced within the United States and is considered the best barometer of the country's economic fitness. ---

The improvement, however, doesn't change the overall picture of the economy's performance: It has been losing momentum all year long.

In the first quarter the economy grew at a blistering pace of 5.6 per cent, its strongest growth spurt in 2 1/2 years. In the second quarter, though, growth slowed to 2.6 per cent pace, mostly reflecting caution by consumers and businesses in response to surging energy prices.

< http://www.theglobeandmail.com/servlet/story/
RTGAM.20061129.wusgdp1129/BNStory/Business/home>

Can you find the figures that don’t match between text and chart above?

Here are a few other hopefully useful Questions for SNS Members:

1. In the various sources, numbers, and charts above, can you identify all the discrepancies?

2. How could there be discrepancies in something so important, and widely inspected, as the U.S. quarterly GDP?

3. Can you find any indication that the final adjusted GDP for Q4 2006 was about 1.8%, as published in London this March?

4. Many people feel that a dramatic increase in energy prices is the single source of greatest damage to the U.S. economy, with related inflation threat now causing market declines. Did you know that Q1 2006 represented peak oil profits?

5. Can you find any sign, here or elsewhere, that the Q1 2006 figures were subsequently revised downward?

6. Were you aware of BusinessWeek’s claim this week that faulty pricing on imports represents more “phantom GDP” and lowered productivity, causing the magazine to question the amount of globalization’s benefit to the country?

OLED, at Last

For Sony, the timing seems to be perfect. After all, the PS3 is running behind both its competitors, the old Silo Gods (Ken Kutaragi et al.) have just been promoted up and or out of the company, and nothing much is really going the right way.

What better time to bring out OLED TVs, right?

Everyone in Japan has been waiting for organic light-emitting diode technology to improve to the point in the lab that will allow for a commercial TV launch, and it appears that Sony will be the first out of the blocks.

The company unveiled the first OLED TVs at the CES show in January, when it demonstrated 11-inch (28 cm, resolution 1,024 x 600) and 27-inch (68.5 cm, full HD resolution at 1920 x 1080) models claiming million-to-one contrast ratio and total thickness (including bezels) of 5 mm.

Three months later, at an April Tokyo display forum, Sony showed the 11-inch TVs again, supposedly with enthusiastic response from attendees, who ignored much larger LCD and plasma displays to gather round the Sony offering; one fan said the older techs “looked faded by comparison.”

(SNSers will recall my comments on keeping an eye on Toyota; Sony apparently has been doing so, and is launching this first TV through a joint venture with Toyota called ST Liquid Crystal Display.)

Are they serious about this, given an initial 2-3x price disparity with other flat screens?

“It won’t be easy for OLED TVs to replace LCD TVs, but we would like to turn OLED TVs into a big new business,” Sony Executive Deputy President Katsumi Ihara said at the show.

Technically, it should be possible to actually produce OLEDs at lower cost than using prior flatscreen techs. Sony is talking about only producing in the thousands to start with, but to realize Ihara’s vision it will have to be ready to move into the millions pretty quickly. That means, to me, that the company has done the math and figures to capture the high-end, low-lying fruit before anyone else jumps into the fray, before ramping up seriously and dropping prices aggressively. (Sony sold 6MM LCD TVs last year, and is shooting for 10MM next year.)

A Reuters story recently listed other competitors in the field as Seiko Epson, Canon, Samsung, and a Toshiba/Matsushita Electric Industrial JV. But it would be foolish to somehow not list Kodak, given its large patent portfolio on the technology; most likely it, too, will show in a JV.

OLEDs have a few very promising native attributes vs. prior flat-screen techs, including brightness and the ability to print the organics with systems such as inkjets onto flexible substrates. Colors are deeper, reaction times are much faster (a good qualifier for large-screen video), and power requirements are less.

In fact, just as LEDs are considered a natural replacement for incandescent bulbs, OLEDs may be even better, once production costs are in line.

So, it matters. The world has been waiting, since their initial discovery in the early 1960s, for organics to make it into commercial television production; this appears to be the year. And, as happens with nearly everything technological, intense competition and high production runs (guaranteed in this market) will lead to rapid price deceleration.

The screens’ final attribute? Not just thin, but really thin. Sony showed a 2.5” flexible OLED screen two weeks ago that was .3mm thin.

This introduction, even as limited as it sounds, will revolutionize the $35B flat screen business, and many of those businesses around it.

Does it make sense for Sony? With the cash cow faltering, and the clock running out on Howard Stringer’s reign, Sony needs a major hit. Not only that, but consider how terrifically and embarrassingly late the makers of the Trinitron were to the flat-screen TV party, and you see how perfectly this fits the company’s sense of self and destiny, as well as survival and finance.

Why doesn’t Stringer buy a house in Japan, vs. living in a hotel? Good question.

Hydrogen Solved?

While most of us have moved on to the idea that electrical cars are the answer to the world’s current problems in transport and greenhouse gas emissions, it is only with the caveat accepted that production of electricity must become the focus of money and will to the degree that we clean up utility stacks.

The theory is simple: it’s easier to clean up centralized point sources than millions of mobile ones.

Those still working on hydrogen fuel cells for transport are faced with the question of whether the hydrogen is not just an energy currency, with the real energy production happening elsewhere -- say, at utilities -- where water would be split into hydrogen and oxygen (hydrolysis). Hydrogen as currency is just not as exciting as either hydrogen as energy source, or electrons as currency.

And, of course, the whole hydrogen transport thing conjures up visions of large-scale explosions.

I included this item because, if you have not heard of it, you have to.

Enter Purdue professor and National Medal of Technology recipient Jerry Woodall, with a proven technology that solves all these problems.

Woodall received the Medal for his (accidental) discovery that you can mix liquid alloys of aluminum and gallium with water, resulting in aluminum oxide and hydrogen gas, with the gallium apparently working as a catalyst.

Get it?

All right, here is The World According to Jerry:

1. Put about 350 pounds of aluminum/gallium alloy beads into your gas tank.

2. Fill your tank with as much water as is needed for immediate demand.

3. Draw off the hydrogen and burn it in your engine.

4. Waste product: water.

That’s it.

The end of OPEC, and the beginning of a heck of a rush on gallium.

The only catch Woodall sees is the per-pound price of aluminum, which is over $1 per pound, bringing the equivalent mileage cost to something over $3 per gallon-gas equivalent.

Woodall suggests simple recycling at centralized utilities, making the AlO(3) now the currency, and H(2) the fuel. Nuclear, or wind or solar, stations could convert the oxidized aluminum / gallium muck back into an elemental state, and the pellets are ready for the car again.

This round path cuts the price per mile by quite a bit. Woodall claims that, using fuel cells and pure hydrogen (which is 75% efficient), the price is then competitive with gasoline today -- even if aluminum prices rise some. At that point the issue becomes fuel cell reliability vs. that of an internal combustion engine.

The patents for this process are held by Purdue Research Foundation, licensed exclusively to startup AlGalCo LLC.

Woodall has been frustrated in trying to get funds from the US DOE for development on the project. Maybe one of our members will step in and help out.

Here is Woodall on the DOE: “If Einstein had been a professor at a university in the U.S. today and put in a proposal to develop the theory of special relativity it would have been summarily rejected.”

We know he’s right on that one.

___________________________

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About the Strategic News Service

SNS is the most accurate predictive letter covering the computer and telecom industries. It is personally read by the top managers at companies such as Intel, Microsoft, Dell, HP, Cisco, Sun, Google, Yahoo!, and Ericsson, Telstra and China Mobile, as well as by leading financial analysts at the world's top investment banks and venture capital funds, including Goldman Sachs, Merrill Lynch, Kleiner Perkins, Venrock, Warburg Pincus and 3i. It is regularly quoted in top industry publications such as BusinessWeek, WIRED, Barron's, Fortune, PC Magazine, ZDNet, Business 2.0, the Financial Times, the New York Times, the Wall St. Journal, and elsewhere.

About the Publisher

Mark Anderson is president of Technology Alliance Partners, and of the Strategic News Service(tm) LLC. TAP was founded in 1989, and provides trends and marketing alliance assistance to firms leading the convergence of telecom and computing. Mark is a Seybold Fellow. He is the founder of two software companies and of the Washington Software Alliance Investors' Forum, Washington's premier software investment conference; and has participated in the launch of many software startups. He regularly appears on the Wall Street Review/KSDO, CNN, and National Public Radio/KPLU programs. Mark is a member of the Merrill Lynch Technology Advisory Board, and is an advisor and/or investor in Ignition Partners, Mohr Davidow Ventures, Voyager Capital, and others.

Mark serves as Chair of the Future in Review Conferences, of Project Inkwell, and of The Foresight Foundation. He is also President of Orca Relief Citizens' Alliance.

Disclosure: Mark Anderson is a portfolio manager of a hedge fund. His fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the position that his fund takes may change at any time. Under no circumstances does the information in this newsletter represent a recommendation to buy or sell stocks.

On June 13^th Mark will be discussing who assassinated JFK on KZOK’s Bob Rivers’ Show, Seattle’s top morning radio program. On the 15^th Mark will be participating in the EdNet teleconference panel on technology in education, featuring SNS Project Inkwell. On June 23^rd he will be speaking on technology trends and globalization, at the Tamarind Conference at the Villagio Inn in Yountville, CA. And on July 11^th, 12^th and 13^thMark will be hosting the SNS Project Inkwell Steering Committee and Working Group, and Utah Governor Jon Huntsman, at the Stein Eriksen Lodge, Deer Valley, Utah. On September 13^th he will be hosting the Second Annual SNS West Coast Dinner, at the Mark Hopkins Hotel, San Francisco.

In between times, he will be looking out for J, K and L pods, the southern portion of the only “resident” killer whales in the world, returning to the inland waters of Puget Sound - and to the

front deck view of the Beach Palace Hotel. Now if only the rain would stop for awhile ---

Copyright 2007, Strategic News Service LLC

"Strategic News Service," "SNS," "Future In Review," "FiRe," and "Project Inkwell" are all registered service marks of Strategic News Service LLC.

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