Should you buy Zynga or Wait for the FB IPO

I am going to make a case for whether to buy or not buy  Zynga, and waiting to buy Facebook instead. Of course if Mark Pincus offers you a deep discount, and Mark Zuckenberg totally goes over the top with his P/E multiple, all bets would be re-valuated.

In the interest of your time, and my personal happiness, I am going to use a fairly standard way to measure attractiveness of both these companies- notably the Porter’s Five Forces Model. I will also review the recent experiences of Groupon and LinkedIn valuation to underscore what subtle differences in culture, and reputation of founders can affect the eventual value creation or destruction in an IPO.

(to be continued)

Product Review – Revolution R 5.0

So I got the email from Revolution R. Version 5.0 is ready for download, and unlike half hearted attempts by many software companies they make it easy for the academics and researchers to get their free copy. Free as in speech and free as in beer.

Some thoughts-

1) R ‘s memory problem is now an issue of marketing and branding. Revolution Analytics has definitely bridged this gap technically  beautifully and I quote from their documentation-

The primary advantage 64-bit architectures bring to R is an increase in the amount of memory available to a given R process.
The first benefit of that increase is an increase in the size of data objects you can create. For example, on most 32-bit versions of R, the largest data object you can create is roughly 3GB; attempts to create 4GB objects result in errors with the message “cannot allocate vector of length xxxx.”
On 64-bit versions of R, you can generally create larger data objects, up to R’s current hard limit of 231 􀀀 1 elements in a vector (about 2 billion elements). The functions memory.size and memory.limit help you manage the memory used byWindows versions of R.
In 64-bit Revolution R Enterprise, R sets the memory limit by default to the amount of physical RAM minus half a gigabyte, so that, for example, on a machine with 8GB of RAM, the default memory limit is 7.5GB:

2) The User Interface is best shown as below or at  https://docs.google.com/presentation/pub?id=1V_G7r0aBR3I5SktSOenhnhuqkHThne6fMxly_-4i8Ag&start=false&loop=false&delayms=3000

-(but I am still hoping for the GUI ,Revolution Analytics promised us for Christmas)

3) The partnership with Microsoft HPC is quite awesome given Microsoft’s track record in enterprise software penetration

but I am also interested in knowing more about the Oracle version of R and what it will do there.

Creating Pages on Google Plus for some languages

So I decided to create Pages on Google Plus for my favorite programming languages.

a programming language that lets you work more quickly and integrate your systems more effectively

Add to circles

  –  Comment  –  Share

Ajay Ohri

Ajay Ohri's profile photo

Ajay Ohri  –
Ajay Ohri shared a Google+ page with you.
Structured Query Language
Leading statistical language since 1960’s especially in sociology and market research
The leading statistical language in the world
The leading statistical language since 1970’s

Python

https://plus.google.com/107930407101060924456/posts

 

These are in accordance with Google’s Policies http://www.google.com/intl/en/+/policy/pagesterm.html  Continue reading “Creating Pages on Google Plus for some languages”

Preview- Google Cloud SQL

From –http://code.google.com/apis/sql/

What is Google Cloud SQL?

Google Cloud SQL is web service that allows you to create, configure, and use relational databases with your App Engine applications. It is a fully-managed service that maintains, manages, and administers your databases, allowing you to focus on your applications and services.

By offering the capabilities of a MySQL database, the service enables you to easily move your data, applications, and services into and out of the cloud. This allows for high data portability and helps in faster time-to-market because you can quickly leverage your existing database (using JDBC and/or DB-API) in your App Engine application.

Here is where you can get an invite to the beta only Google Cloud SQL

Sign up for Limited Preview

Google Cloud SQL is available to a limited number of users. To sign up for the service:

  1. Visit the Google APIs Console. The console opens the All services pane.
  2. Find the SQL Service line in the Services table and click Request access…
  3. Fill out the enrollment form.
  4. Our team will review your enrollment information and respond by email to the address associated with your Google Account.
  5. Follow the link in the email to view the Terms of Service. Please read these carefully before accepting.
  6. Sign up for the google-cloud-sql-announce group to receive important announcements and product news. (NOTE- Members: 384)
and after all that violence and double talk, a walk in the clouds with SQL.
1. There are three kinds of instances in the beta view
2. Wait for the Instance to be created note- the Design of the Interface uptil now is much better than Amazon’s.  
Note you need to have an appspot application from Google Apps and can choose between the Python and Java versions. Quite clearly there is a play for other languages too. I think GO is also supported.
3. You can import your data from your Google Storage bucket
4. I am not that hot at coding or maybe the interface was too pretty. Anyways- the log tells me that import of the text file has failed from Google Storage to Google Cloud SQL 
5. Incidentally the Google Cloud Storage interface is also much better than the Amazon GUI for transferring data- Note I was using the classical statistical dataset Boston Housing Data as the test case. 
6. The SQL prompt is the weakest part of the design process of the Interphase. There is no Query builder and the SELECT FROM WHERE prompt is slightly amusing/ insulting . I mean guys either throw in a fully fledged GUI for query builder similar to the MYSQL Workbench , than create a pretty white command prompt.
7. You can also export your data back to your Google Storage bucket 
These are early days, and I am trying to see if there is a play for some cloud kind of ODBC action between R, Prediction API , and the cloud SQL… so try it out yourself at http://code.google.com/apis/sql/ and see if there is any juice you can build  here.

New game on Google Plus- Triple Town by Spry Fox

The latest game on Google Plus is Triple Town, by Spry Fox http://www.spryfox.com/, makers of Steambirds survival.

Spry Fox is made by two ex Microsofties Daniel Cook and Dave E. , and they already have hit games on their hands but true to their name, they use all platforms including Flash.

Triple Town has a slightly classic smoothed font/icon look for a build build game with cute animals. Detailed review as follows soon!

The game is a play on Tic Tac To, and uses a combination of tricks to keep you hooked, from smoooth iconery,cute bears, ninja bears,coins that buy you goodies. Basically 3 consecutive grass make a bush, 3 consecutive Bush make a Tree, 3 trees make a house, 3 houses make a church, trap bears and they turn into gravestones and 3 gravestones turn into– you get the idea. Use bots to clear space, crystals to make wild cards, and store and retrieve things from storehouse. Ninja bear teleports!

 

 

 

 

Mafia Wars 2 -The review of the new game on G+

Mafia Wars2 tries to be Steve Jobs working on a PC. It substitutes storyline for fancier graphics, smoother icons and design, and the numeric fun of piling up scores is almost gone. Did you mention social gaming- there are hardly any incentives for “social” part of the game. It looks like a gaudy Vegas twist to a beloved franchise.

Leave sequels to the boys in Hollywood, Pincuss/Zynga- You will need to be much more original to create the next blockbuster. Of course given the size of Zynga’s captive addict-base, the game will be a hit. But it will be a hit more like Transformers 3 , than likes of Blade Hunter or Terminator 2.

May we suggest another NEW game , than rebooting the squeezed lemon juice of a beloved and now departed friend-chise.

ps The song is irritating too. and the skimpy clad players are insulting.

 

Zynga Mafia Wars 2 on Google Plus

The latest game on Google Plus is a clone of one of the most important games in social gaming history- Mafia Wars 2. Early days and a more detailed review to follow- but there has been a design paradigm change in terms of icons, fonts and storyline. Will this capture the gamers attention- time will tell?