Andy on Twitter

  • Would be consistent with what they’ve done around the world. And their right to do so. What the Aussie Govt is prop… ,
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  • Good read on the interference of Govt in how the Internet works... Internet's founder, US officials slap down News… ,
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  • Another great example of cluelessness. Google has a right to exercise inordinate power over its own products. Just… ,
  • via ... is hard for us here to laugh. States now run the country abs SOMO sitting on the sidelines. ,
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  • And what about the rest of the Internet... they'll ask to dip their hand into the Google coffers as well... this is… ,
  • And oh, isn't Google fully within its rights to say "nah, don't think so, "we'll just stop surfacing news we have t… ,
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Spanking Analysts…

I’ve had many "moments" with analysts – all flavors in fact. These include "moments" where I’ve recommended companies stop funding certain industry analysts. But that is very different than Altera’s moves covered in the NYT this morning. They are cutting a financial analyst out, claiming it is not in the interests of shareholders to work with him. Bad move on their part. No need to do business with them if you don’t like their views, but I beleive companies have a responsibility to communicate.

First, this sends entirely the wrong message to shareholders. So you are going to make calls on who gets to ask questions and who gets information? As a shareholder I want you to be entirely transparent. Opacity is a reason to sell, not to buy. Assuming we don’t have the smarts to read and interpret research is insulting.

Second, we’re in the Participatory Age. That means fostering participation through engagement and transparency. It doesn’t mean cutting out people whose opinions you don’t agree with when you have a responsibility to deal with them on behalf of your shareholders. All this does is call into question your business practices.

I’m selling.

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