Millennium Cell Inc.

Here's a great idea [and an interesting potential investment]. Hydrogen Battery technology [borohydride-based through a patented chemical process] that safely stores and delivers hydrogen energy to power portable devices. The technology scales to fit applications requiring high energy density, for long running times [~3x rechargeable batteries] and compact spaces.

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The Evolving Internet: A look ahead to 2025 by Cisco and the Monitor Group's Global Business Network

My employer (Cisco) published its most recent forward looking study of the Internet today. It's called " The Evolving Internet: A look ahead to 2025 by Cisco and the Monitor Group's Global Business Network " and although I haven't studied it in detail yet, I scanned it this morning and I liked what I saw. Those who know me will not be surprised that I particularly liked the three dimensional evaluation criteria that they used to frame their analysis. Lately nearly everything I do ends up finding its way into some sort of analytical cube like this. I've been wondering whether there is something wrong with me that I can't seem to frame things simply in two dimensions. Glad to have company.

John Malone on America and Obama

You just have to love Dr. John Malone. The guy's a certified genius but also a "what you see is what you get" straight-shooting kind of guy. His Ph.D. is from Johns Hopkins, BA is science from Yale, worth $2.3 billion (according to Forbes, but probably way low because they just couldn't find all of it). He ran TCI (America's largest Cable company) and sold it to ATT for $54 billion. He's the kind of person that you could just sit and listen to for hours. He's so logical, well informed and well spoken. In a recent interview with the Wall Street Journal here's a few nuggets from what he had to say... (I agree with him about Obama) WSJ: What are the biggest risks for Liberty right now? Mr. Malone: I think the biggest concern I have for the next year or two would be on the retail side, because of the consumer sentiment and the macro conditions. The concerns really tend to be much more macro: Is America going to make it, rather than are we going to make it?...

Health Care

I spent nearly three hours today trying to understand the meaning of the Obamacare legislation. I am a reasonably intelligent individual, I have experience analyzing legislation (in my work), I know generally where to look and despite all that, I found it to be basically incomprehensible. This suggests to me that most people; don't have a clue what has happened, how it will effect them, why it was necessary (0r not), when it will take effect, what it will cost, what the alternatives might have been (or might still be), or in general what they should think about it. I'm going to try again to decipher it and when I do, to write here what my opinion is. Right now I am suspicious of it simply because it's too complicated to understand.

Douglas L. Ross - My Personal Reflections

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