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The Cody Blog: April 2006

Thursday, April 27, 2006

K&C Ship Comes Home

Administrator's Note: What a great discussion we had with John Rutledge, Barry Ritholtz, Herb Greenberg, and our friends at Kudlow & Company last night. If you missed it, click here to check out the clip on-demand.

Wednesday, April 26, 2006

K&C Revolution Rolls On

Administrator's Note: We hope you were able to make it to Kudlow & Company last night, but in case you missed it, you can click here to watch last night's clip in VOD form. The topic: the revolution will roll over cable - and nobody can stop it.

Those Lazy, Stupid, Hard-Working, Smart Kids of America

How often do we hear that today's youths are lazy, stupid, behind the curve and obsessed with drugs and sex? A quick search on the subject from Google News pulls up these headlines:

Sex, Drugs And . . . Credit Cards? A College Life Peril, Says LSU
The Appalachian Online - Students today are DARED to fail
1 in 4 high-school students here fails to graduate on time
Decades of effort fail to close gap in student achievement

Oh, just give me a break and flip it™ already. Hard to argue these rather eye-popping stats from the Higher Education Research Institute's annual survey of 264,000 first year college students that was published in that bastion of optimism (sarcasm!) otherwise known as the New York Times:

Then (yr)
Participated in an Organized Demonstration
16% (1966)
Volunteered At Least Occasionally
66% (1989)
Frequently or Occasionally Drank Beer
74% (1982)

Rock on, youth of America!

Saturday, April 22, 2006

CW in Hollywood Reporter:
Search, Destroy for Google's Q1

April 21, 2006
By Paul Bond

Shares of Google Inc. soared 7.7% in after-hours trading Thursday when the company reported first-quarter results that blew past Wall Street expectations.

The world's biggest Internet search company said net income grew to $592.3 million, up from $369.2 million a year ago, while revenue surged 79% to $2.3 billion.

Excluding traffic-acquisition costs, the payments Google makes to its distribution partners, revenue was $1.53 billion, beating analyst expectations of $1.47 billion.

Separately on Thursday, the Interactive Advertising Bureau reported that online advertising reached a record $12.5 billion last year, a 30% improvement compared with 2004. Online search advertising, where Google dominates, jumped 41% to $5.1 billion.

Nielsen//NetRatings said Thursday that Google handled 2.9 billion searches last month, 41% more than in the same month a year earlier. Google now controls 49% of the online search market, according to Nielsen//NetRatings.

"We basically have good news across the board, across the whole business," Google CEO Eric Schmidt told analysts Thursday.

Google said that sales from outside the U.S. contributed 42% of overall revenue, up from 39% a year ago. Schmidt predicted rapid international growth going forward, specifically in China.

"We expect lots of good news there shortly," he said.

"Our own internal estimates show that we're gaining share in all of our key markets in the U.S., U.K. and newer markets like India," Schmidt said.

Google stock, which had stumbled since the company's last earnings report and again after a top executive acknowledged that Google's growth eventually would slow from its torrid pace, advanced $32.10 after the closing bell Thursday to $446.75. Shares advanced 1.1% during the regular trading session.

Google stock has traded in a 52-week range of $195.91-$475.11. At the market close Thursday, Google's market capitalization was at $123.4 billion, $5 billion less than that of Time Warner Inc. and the Walt Disney Co. combined.

"Google is the fastest-growing and most profitable company in the history of capitalism," said Cody Willard, a hedge fund manager who has been bullish on Google since the company went public last year.

Friday, April 21, 2006

NMF: Turkey, Texas Special

I happened to put on a CD that my buddy and once-boss from my real estate appraiser days in Ruidoso, Rod Adamson, sent me last summer. He's the one who turned me onto Neil Young. Using one of the many wonders of our world, I immediately reached out and communicated with him by sending him an email. I told him I was listening to it asked him if he would list a few of his favorite albums and/or songs that he thought I probably don't have so that I could buy them on iTunes.

I got this terrific list from him tonight and immediately used another wonder of our age and called him on my Treo because one paragraph in I realized what a great New Music Friday this would make. He was down with me publishing it when I asked, so here it is. Shoot either Rod or I (or both of us) an email and let us know what you think of any or all of it.

Hi Cody,

I would probably start with any song off of Derek and the Dominoes Layla album. Then, just about anything from Eric Clapton. I think some of Eric's early work is real good. When he was with Cream and Blind Faith. Several great songs on Blind Faith.

Then, go to the Beatles catalog. Songs by the Beatles such as Helter Skelter, Hey Bulldog, Lady Madonna, Twist and Shout, She Loves You, and on and on....

Then, how about Neil Young? My favorite albums by him are Harvest and Everbybody Knows this is Nowhere. You probably already have those songs, though.

What about Steppenwolf, Allman Brothers Band, James Gang, Joe Walsh, Eagles, Stevie Ray Vaughn? How about Sass Jordon, Widespread Panic, AC/DC, Queen, Jethro Tull, ZZ Top, Deep Purple?

Right now, I have five CD's in my player, Led Zeppelin-IV, Beatles-Hard Days Night, Jo Jo Gunne-self titled, Roy Orbison-greatest hits, and Big Head Todd and the Monsters-Sister Sweetly.

Thursday, April 20, 2006

Life Lesson Thursday:
Wanting to Do Something About Darfur

Hunger Strike
And they're farming babies, while the slaves are working
The blood is on the table, and their mouths are choking
But I'm growing hungry -Temple of the Dog

My buddy John, an immigrant with a heavy accent, the driver from CNBC's car service, called me his boy when I told him thank you so much for the banana he'd brought for me because he remembered that the last time he'd driven me I'd forgotten to eat lunch and he'd given me his apple. How nice are people? I once had a doorman, an immigrant with a light accent, in this horrid little slum building in the projects on 101st and Amsterdam who'd given me his little portable stereo when I'd first moved to New York in 1996. One day he'd just said, "Cody, I'd noticed when you moved in that you didn't have a TV or anything at all. Do you want to borrow my stereo?" I almost cried as I thanked him and took his stereo to my box on the 8th floor. People are so nice.

So I got home from this rather amazingly fun episode of Kudlow tonight and crawled onto my couch to watch the clip and then collapse from a day of newsletter, blogging, and TV. Ah, but the clock in my head strikes seven and I pull my Treo out from beneath the aging West Elm coffee table in front of me. West 64th reads the address on this Darfur thing I wanted to go check out. So I lie my head back and rest my eyes for a few. I rise and call a few friends to see if any of them would like to go to this thing. I shouldn't have waited to the past-the-last moment and maybe someone could have gone with me.

West 64th? That's the middle of nowhere, man. Taking a cab from here will take forever and a day and subway-ing it would be akin to taking a hammer to your funny bone once an hour for a business day.

But then I remember my trusty ol' cheap mountain bike in the hallway of my other-than-me empty floor. I grab my Nano and head up town.

Oh - thinkin' about all our younger years, there was only you and me
We were young and wild and free
Now nothin' can take you away from me, we've been down that road before
But that's over now, you keep me comin' back for more
Baby you're all that I want when you're lyin' here in my arms
I'm findin' it hard to believe we're in heaven
And love is all that I need, and I found it there in your heart
It isn't too hard to see we're in heaven -Bryan Adams

Yeah, that's the song that followed the Temple of The Dog on my random mix of 1k tunes. It's an acoustic version that's awfully pretty, and I can't really apologize for having a song that flashes me back to seventh grade cheesy as it is, can I? Well, I won't. And isn't there something to be said for not being afraid to embrace one's own cheesiness?

So I'm thinking about what could I possibly do to try to really make a difference about getting some help down to Darfur while still obviously keeping pedal to the metal in my dayjob?

"Tie it in to your blog, Cody. Life Lesson Thursday screams for this one, no???" "Ah," I reply back to my own self in that voice from the Guiness commercial, "Brilliant."

So I pull out my phone/camera/videocorder/TV/Internet device, aka my Treo 700w with Broadband Access from Verizon Wireless, both which I truly and completely am in love with. And that's not a sold-out gush to them though I'd plead with either company that if they read this maybe they should think about getting involved here too. I take the first picture of this here photoblog post.

My mom hates it when I ride my bike around NYC, though as I type that it makes me chuckle because my mom used to hate it when I'd ride my bike all around hell and a half of Georgia as a kid (as my father's father whom I'd never met apparently used to say -- we were in NM and my parents are from Kansas. No idea how Georgia came into that phrase). But check out some of these shots and picture hearing the songs on the Nano as you're riding through the streets of NYC on a beautiful clear spring night.

Hurt A Long Time
I've got only time, I wish it was a bad dream
'Cause it's gonna hurt a long time, yeah
He lies awake with saddened eyes
Sleeping babies, keeping him alive
I'll save it for you, you save me from me
And the hole in my head I can see
Tell her I love her
Oh, it's a bad dream
I've got only time -Jerry Cantrell

Get What You Need
Call you on the telephone (she's not there)
Ya always leavin' me alone (she don't care)
I'm through with messin' around (she's not there)
If you've got a lady friend I'm taking her down (she don't care)
Let's go! So come on.
You're gonna get what you need (you're gonna get what you need)
Now I'm in a rockin' band (she's not there)
No-one has to hold my hand
Word starts getting around (she's not there)
If you've got a lady friend I'll take her to town yeah! -JET

The Bomber
When I became of age my mama sat me down
Said "Son, you're growin' up, it's time you look around"
So I began to notice some things I hadn't seen before
That's what brought me here knockin' on your back door
I don't mind the games you play, but I don't like your dealin'
God looked bad, the luck's been had and there's nothin' left to smoke
Will I be back tomorrow for the punchline of the joke? -Joe Walsh

So I get to this amazing place and I sneak into this overly packed hall and listen to the end of a speech that meant nothing to me since I'd not heard the beginning.

Then there was a short film of print and sound effects but I've not picked up my new glasses prescriptions for days on end and I'd need them to be able to read that print.

The movie ends and there's a quick Q&A session and they talk about how the best way to help is to contact our representatives and, if I may put it in Geodylish, jump up and down and say, "Get some UN Troops down there to see what the hell is going on!!"

So I'm sitting there thinking about that and I think about that horridly disgusting hypocritical UN propaganda website that keeps emailing me and telling me to write my representative and make sure we make a new layer of bureaucracy in the most bureaucratic institution in the history of the planet and how incredibly upset it makes me that they're wasting time, money, and energy on bureaucratically-funded propaganda begging us to waste more time, money, and energy creating these other layers of bureaucracy. When does the madness stop??? It's all one big, uh, orbital-push, if you wanna play on the word.

And then it hits me. Use the machine against itself! Flip it, as it were! So here's what we do. Let's all click on this hypocritical propaganda machine's website and it's pre-set function to enable us to write our elected officials and holler:

"First and foremost – do something right now with the UN troops who can get down there and see what's happening! Oh, and down with shameful bureaucracy."

And then I realize how parched I am and how I haven't eaten enough of a meal at any point today (the banana from that nice driver John who'd remembered I'd done that recently notwithstanding. People can be so nice.)

As I left the hall I got back on my bike and decided to ride up to the majestic Dakota building of Lennon-death fame. I remembered this funny article today about a John Lennon séance PPV and how these idiot fake psychics want to make some money by "channeling" John's spirit. I've never been a fan of John Lennon's politics (see Last Song post for more there), but you have to admit that the dude gave a damn. He cared and gawd did he bleed for it. So I thought, ha, you really wanna channel John Lennon's spirit, well how about using a picture or two from his death place and Strawberry Fields in a photoblog about sending in some help to fight genocide in Darfur. This hard rock cover version of The Chain turns on in my earbuds:

The Chain
Listen to the wind blow, watch the sun rise
Run in the shadows, damn your love, damn your lies
And if you don't love me now, you will never love me again
I can still hear you saying you would never break the chain. -Tantric

And I'm taking a picture of Lennon's death spot and a beautiful black woman dressed all professionally and nicely is walking ahead of me and I ride up to her. I ask her nicely, "Excuse me, ma'am?" She turns and smiles and I explain to her that I'm a writer and I just wanted to take her picture for this photoblog about Darfur and that I'm using my Treo because if you think about it, it can be a symbol of the revolution and there's just something beautiful about that and could I take her picture, because you know what? It's pretty damn awesome that a black woman is walking alone on 72nd Street in NYC as she's on her way home from work from a high-enough paying professional job that she can live in that beautiful area. And I tell her so and how amazing it is that just 20 or 30 years ago that really wouldn't be so likely.

She says, that sounds all fine, but being a lawyer and all, she's curious to know what purpose I really have in taking this picture. Oh, I say, I write for the Financial Times, Realmoney.com. She says, wait, TheStreet.com is a client of mine. I laugh and tell her how in my trading blog on Realmoney last week I wrote about how it didn't surprise me that I'd randomly run into Jim Cramer twice this year already. So I take this picture of Natasha (sp?) in front of the Dakota.

And we exchange a hug and I head on back on my bike wondering why I still haven't gotten myself any water or food. But I'm cruising now and I ride through Central Park.

Don't Follow
Hey, I ain't never coming home
Hey, I'll just wander my own road
Hey, I can't meet you here tomorrow
Say goodbye don't follow, misery so hollow
Hey you, you're livin' life full throttle
Hey you, pass me down that bottle, yeah
Hey you, you can't shake me round now
I get so lost and don't know how
And it hurts to care, i'm going down -Alice In Chains

Harvest Moon
Come a little bit closer, hear what I have to say
Just like children sleepin', we could dream this night away.
But there's a full moon risin', let's go dancin' in the light
We know where the music's playin', let's go out and feel the night.
Because I'm still in love with you, I want to see you dance again
Because I'm still in love with you, on this harvest moon. -Neil Young

We Are All Made Of Stars
Growing in numbers, growing in speed
Can't fight the future, can't fight what I see
People they come together, people they fall apart
No one can stop us now, 'cause we are all made of stars -Moby

After The Gold Rush
I was lying in a burned out basement, with the full moon in my eyes.
I was hoping for replacement, when the sun burst thru the sky.
There was a band playing in my head, and I felt like getting high.
I was thinking about what a friend had said, I was hoping it was a lie. -Neil Young

And on down into my neighborhood where I found that my trusty Treo's batteries finally gave in. A box of Sushi and a Heineken bring me to my home and I collapse onto my couch with my Nano still in my ears.

The waiting drove me mad, you're finally here and I'm a mess
I take your entrance back, can't let you roam inside my head
I don't want to take what you can give, I would rather starve than eat your bread
I would rather run but I can't walk, guess I'll lie alone just like before

I'll take the firmest path, oh, and I must refuse your test
A-push me and I will resist, this behavior's not unique
I don't want to hear from those who know, they can buy, but can't put on my clothes
I don't want to limp for them to walk, never would have known of me before
I don't want to be held in your debt, and I'll pay it off in blood, let I be wed...
And I'm already cut up and half dead, I'll end up alone like I began -Pearl Jam

Hey, seriously, guys. Let's email our reps and get something done about Darfur. If it's anything at all like the situation in the movie Hotel Rwanda then every single minute is of the essence here. Let's shine a light on this evil.

Wednesday, April 19, 2006

Kudlow & Company's
All Time Interplanetary Extra-Celestial U.S. High

Administrator's Note: 'Boom boom boom, baby.' The U.S. economy is booming, and there is no doubt about it. An exciting and lively visit and debate with our friends at Kudlow & Company. Click here to check it out in VOD style if you weren't able to catch it live.

Learning to Learn about Darfur

My buddy and mentor, Jay Burnham who's a pretty amazing distressed situation investor, is in town tonight. After we talk stocks, markets, economies, and permabear silliness (the economy will turn bad someday....but those goobers who have been calling for a collapse for the last three years need to come to terms with reality...) I'm going to drag Jay to this event:

We Are the Best Hope for Peace in
Darfur Featuring Nicholas Kristof,
Mark Malloch Brown, Juan Mendez and
Tragi Mustafa

Wednesday, April 19, 7:00pm New York
Society of Ethical Culture 2 West
64th Street, NYC FREE of charge!

Co-sponsored by the New York Society
for Ethical Culture, the Amnesty
International and Human Rights First
and the Armenian National

I know nothing about the groups involved or the event itself, but in case you haven't noticed, I'm using the networks (including having received this email and now taking a mentor whom I met by trading emails about distressed telecom stocks back in 2002) to continue to learn about Darfur and what I/we all can do to help.

So anyway, if you can go and you see a "long-haired country boy" don't "leave him alone" (Know that song???). Give a holla and let's chat this stuff up and keep working on how to do something effective to help while we keep busting our butts to fuel this economy and drive wealth for the world to then use to help fight genocide and build networks.

Virtuous cycles, anyone?

Tuesday, April 18, 2006

CW In FT: Technology Sheds Light On The Heart Of Darkness

Technology Sheds Light On The Heart Of Darkness

The content revolution is not just about broadband and multimedia applications. Its scope will end atrocities, civil wars and genocide. No, I'm not mincing words. As the world becomes increasingly connected and means of communication are completely transformed in both developed and developing world, everyone will become exponentially more secure. And, yes, there are ways that investors can, and should, profit from this virtuous cycle.

Checking out of a hotel in Los Angeles recently, I turned to find the actor Don Cheadle checking in next to me. I chose not to "communicate" with him, sparing him an "I love your movies" gush. But seeing him in that upmarket environment got me thinking more about one of his recent films, Hotel Rwanda, and how it underscored the impact on the world of the explosive rise in the number of communication outlets.

Click here to read the full article (FT subscription required).

Monday, April 17, 2006

K&C Emerging Markets, Falling Prices

Administrator's Note: What a great time a place we live in, indeed. Prices on cell phones, flash memory, and all sorts of consumer devices are plumetting - the subject of another great visit with our friends at Kudlow & Company. We hope you were able to see it live, but if not, click here to check it out on demand.

Thursday, April 13, 2006

LLT: Breaking The Cycle

Administrator's Note: Cody is thrilled to have launched his trading blog today at RealMoney.com - which has already been a lot of fun. Cody's in upstate NY until Sunday, when he'll be back full speed as always.

Thanks to all of you who submitted your Life Lesson Thursday last week - keep 'em coming! And a special thanks to The CodyBlog.com reader who sent us this great LLT:

As I drove away from our apartment, I knew I was breaking away from one of the worst times in my life...an abusive relationship. It wasn't a physically abusive one, but it was an emotionally abusive situation. How did this happen to me? I always thought of myself as a strong, independent woman who would never allow a man to treat her with so much disrespect. I didn’t grow up in an abusive household. In fact, my parents barely raised their voices. Nevertheless, it happened.

I wasn’t sure what his reaction would be (I can admit now that I stayed in this relationship longer than I should have because I became increasingly afraid for my physical safety knowing that I’d upset him once I said I was leaving), but I knew I had to break away from my state of unhappiness. I decided that going home to my family on Christmas would be the day (which, by the way, fell on a Thursday that year). I didn't worry about my stuff in our apartment...I was willing to give up those belongings.

However, leaving my boyfriend was only part of my "breaking the cycle." The real cycle I realized that I needed to break was my habit of choosing the wrong people to engage in relationships with. So, I made a pact with myself that I would take a year off of dating, focus on my self-image (which was at an all-time low), and reconnect with the most important people in my life (family and friends).

And, I stayed true to my resolution (no dates at all for a year), which was one of the best decisions I've ever made. About nine months after my year off, the personal strength I gained during that time also helped me break another cycle in my life–—leaving the safety of a job that I had done for over ten years, but had turned into a situation that I no longer enjoyed going to everyday. Although my future from a love/career standpoint is still uncertain, I now know better than ever (1) who I am, (2) what I will and won’t do for love or a job, and (3) if I find myself in an unhappy situation again, I have the strength to leave it.

So, my LLT: Break the cycle...whether it's a bad relationship OR something else that you are unhappy about in your life. You have the choice. While it sometimes seems easier to stay in an unhappy situation than leave it because there is fear of the unknown, I can say from experience that the unknown is a much better place.

Wednesday, April 12, 2006

K&C Revolution Still Rollin'

Administrator's Note: The revolution rolls on, indeed. Content distribution, cable operators and Brightcove were all the subject of another fascinating discussion at Kudlow & Company Tuesday night. You can click here to check out the clip.

Tuesday, April 11, 2006

K&C Media Revolution

Administrator's Note: Cody will be back with our friends at Kudlow & Company today at 5:15pm EST on CNBC talking old and new media, and media revolutions. Hop on your video medium of choice and check it out.

Monday, April 10, 2006

Requesting ?uestlove

I think it's pretty cool that the search engines know what we want when we query:


PS. This isn't entirely a non-sequitur, as I wrote about The Roots and ?uestlove a few weeks ago in an NMF post.

Friday, April 07, 2006

Crazy NYC Weather

I took this pic just 2 hours after taking this one, and all in the same city!

Crazy weather in NYC...

K&C Revolution Rolls On

The revolution rolls on, taking some companies with it and rolling steadily over others - the underlying topic of another great visit with our friends at Kudlow & Company.

This time we talk media revolution from Boot Camp, to Microsoft to cable operators and content owners. Click here to check it out in streaming VOD form.

Thursday, April 06, 2006

LLT: Don't Day Dream

I don't remember her name. She was a few years older than me, in seventh grade. I don't remember her name, but I do remember how pretty she was. It was 1981 and I was wearing my first pair of real basketball shoes that I'd saved up for all summer cleaning cages and sometimes getting yelled at by my pops at the clinic: Adidas Top Ten. Red, White and Blue, baby. Though that was the only pair of Adidas Top Ten that I ever owned, I'm convinced to this day that they are the greatest basketball shoes ever made -- and I used to be quite a basketball sneaker connoisseuer. I wonder why I still think that.

So I'm standing there in my basketball shoes during the middle of a late season practice. Because of the way my birthday fell, I'm playing on a basketball team full of older kids and I'm struggling to fit in. I was a deadly serious player, but at this particular moment I'd been distracted when Jeff had pointed out that already-tanned girl with the big dark curly hair. The rest of the kids had just quickly glanced and were tuned back in listening to my father, the coach of the team. I wasn't. I was checking out that dark-skinned girl with her shiny sheer blue top and matching shorts.

Until my father's own-dark skinned face was in mine screaming at me, "That's five! Five! Get going!" I felt like my face was going to melt off as I blushed nine shades of red and with tears in my eyes I started running the five lap punishment my moment of pre-pubescent daydreaming had gotten me.

And that's today's Life Lesson Thursday: Don't day dream. There's simply no excuse for not listening to your superior when he/she is talking to you.

Or as a later boss on Wall Street would put it to his employees as he'd slam the desk in a sonic boom whenever somebody wasn't listening to him: "Wake up!"

Calling All Life Lesson Teachers

Administrator's note: Today's Life Lesson Thursday is on its way. But in the meantime, Cody wants to ask readers to submit their own Life Lessons. We'll start publishing the best ones every few Thursdays. Send your submission to: LLT@clwillard.com

Wednesday, April 05, 2006

Talkin' Revolution with K&C

I'll be on CNBC's Kudlow & Company tonight at around 5:15pm EST for a couple segments. Hope to see you there!

NYC Snow in April?

I remember in 5th grade in 1986, my hometown of Ruidoso (a ski resort/horse racing-centric oasis in the deserts of SE NM) that we caught a major snow storm that dropped 18 inches and closed the schools for like a week. Man, that was fun. I built a giant complex of forts on the side of our house.

Though it's snowing right now here in the city, even if it sticks and builds up 18" on the ground, somehow I don't think Wall Street will be closed for a week. Too bad, huh, we could all meet in the park to sled and build forts! Not feeling old today at all. Really. I'm not feeling old today. Believe it yet? Sigh.

That's a pic from my Treo 700w that I forwarded to my associate using Verizon Wireless National Broadband, who then downloaded it and posted it to this blog. I used Trillian to instant message this text for him to publish around that picture. And we talked about today's newsletter on the phone in the middle of it all.

Communications revolution, anyone?

Tuesday, April 04, 2006

Nortel Goes Pink?

I guess if Nortel's gonna go enterprise then it makes sense to start advertising on CNBC and stuff again. But why pink with the new logo?

This is pink, right? Fuschia?

Monday, April 03, 2006

NMF: Jamie Cullum

I couldn’t get back here on Friday night to post, so last week’s New Music Friday comes today on Monday. At least it was daylight savings time over the weekend, right?

My friend, Steve, manages some really great artists, including Tracy Chapman, of RRT fame. He was in town last week with one of his other clients, Jamie Cullum, and I had the privilege of checking out my second Jamie Cullum concert in as many years.

With that full disclosure of conflicted interest, I’ll just call it as I perceive it: Jamie Cullum is the real deal.

I guarantee that you’ve never seen or heard anyone play piano like this guy. Your mind knows that it’s listening to jazz. But your ears hear pop. It’s like he’s somehow figured out how to modernize jazz for us. And I don’t use ‘modernize’ in the same way that the high-brow crowd does when they refer to that stuff they call ‘modern’ art. And I don’t mean what they mean when they write about ‘modern’ classical music. I mean that he’s found a way to make jazz sound MUSICAL to those of us who truly think that Michael Jackson has written and recorded some great pop music.

Jamie’s music pushes the envelope by fusing disparate styles of music together in new ways. And his voice chameleons soothingly when it needs to be and infectiously excitingly(ly-ly-ly?) when it needs to be. And, yeah, his song writing is great too and all that jazz (pun intended, weak as it is, sigh). He’s also got a great band that you can sense is oozing talent out of its seams but that fits neatly behind Jamie’s genius.

I’d suggest just buying each of his two albums ‘Twentysomething’ and ‘Catching Tales’. Highlights of the more recent Catching Tales include ‘Photograph’ with its catchy piano riffs and ‘London Skies’ with its gliding harmonic chorus.

Finally, I’d just note that you really need to catch Jamie in concert to truly appreciate his music. He’ll crack you up as he’s jumping up and off his piano while he and his band mates sing, whistle, trade instruments, joke and put on quite a show full of lots of originals and covers.

K&C Tide Is In

Great fun appearing on Kudlow & Company again on Friday. We talked telecom consolidation, cell phones, and more. Click here to load up your VOD surfboard and check it out.

I was hoping that when I leaned forward showing my Treo showing the show that I'd create a two-way mirror phenomenon thing, but you can't really tell if it worked. Regardless, it's pretty trippy that my blog now shows me showing the show on the show itself, you know?