Monday, 29 April 2013


I reported to my companion:  "I can see the story here:  Guy's a drunk---wife probably kicked him out---he's adrift in the world ---sleeping in his van---staying drunk to cope with his lost-ness.

Then I went back later to see this:

He was reading the Bible it seemed.  Was friendly and rational---does not even drink alcohol---was just dog tired from his second job.  I engaged him a bit and learned he's sleeping here to avoid a 40 mile drive home---has to attend a safety course in the morning at the nearby Pima mine.

I asked and he showed me what he was reading.

Now I know he is a Mormon---Told me the story of his conversion at age 27.  I asked him to read a bit to me---and he did---something about King somebody going forth to somewhere---very boring---but I listened politely.  Let him evangelize a bit---considered for a fleeting second informing him of the infamous and faith destroying
BOOK OF ABRAHAM which is contained in the PEARL OF GREAT PRICE---which he's holding in his hands. The number one best evidence that Mormonism is a fraud.

Here's the story for those interested:

Even Mormon Theologians are compelled to admit that it's a fraud.  (why they still believe in that unbelievable religion is beyond me)  Here is their lame response:

But I stray from my topic:  I built up pictures in my head about his character but WAS DEAD WRONG.  He is a solid citizen---family man--with a pension and property---with a fascinating hobby---rockhounding. (showed me some samples) He's making his way in the world perhaps more successfully than me.  I really am adrift in the world.
So I did not tamper with his religion. 

I have been at this crossroads before and chosen differently.

So I chose differently this time.

Thursday, 18 April 2013


Took this picture an hour ago on a morning hike with a companion on Indian lands south of Phoenix.  We were discussing what our next adventure would be. Returning to my rig, I find this amazing verbal description I want to share with you.

Written my Drew Jacob---calls himself the Rogue Priest. I find both his adventures and his writing ability wondrous. Consider subscribing to his blog.  I've copied this one for your convenience.
Adventure is a way of life. It is putting your ideas ahead of your abilities, and your dreams ahead of your fears.
Before you begin to adventure you are mocked, judged, criticized: that will never work! But once you take your first step the whole world is rooting for you, the people you meet are amazed, they want you to succeed.
Not every single one of them, but enough.
Along your way you’ll find the lowest times, the deepest pains, fears in your soul that you did not know you harbored. You will look around, gasping, for anyone to blame—and there will only be yourself.
At these times you must pull forward, one hand over one hand, until you can walk again. You will want to give up, but adventure has its own siren call, and you will perhaps keep going. First you must forgive yourself.
You will meet companions. Some whom you trust, some whom you don’t; some likable and some grotesque; you will learn to check your judgment, to silence it, and not to mock others as you were once mocked. Sometimes the people least like yourself will be the ones you love the most.
You will enjoy nights of fatal bliss, nights beside a friend you will never see again: one you understand perfectly, and who understands you. You will speak in hushed tones like two thieves planning conquest. And you will know that, no matter where you go, you will always find your kin.
And when you kiss! When you kiss, it will never be halfway. You will grab them and possess each other.
Then you will learn to talk to storms, winds, streams, and wooded glens: the world will become an old chum, a well-known companion in her own right. You will learn her temperaments, and speak to her not as shaman but as lover. Her rhythms will beat warm against your skin, her temperaments endearing.
The world has both good and bad. When others run in fear, you will walk peacefully toward the wind.
And your fearlessness comes in. Not rashness but a knowing smile. You pull the arrow from your side and tend your sewing kit. You give shelter to those who shrink, you forgive those who run. Sometimes you stand alone, sometimes you are creatures of legend.
This is a simple process. It is not elusive. Adventure gives you hardship, victory, and unshakable peace. It is the practice of heroes.
Can anyone adventure? Yes but—no one will ask you. Every force will hold you back except your heart. If your heart aches for it, the door is open. Adventure is open.
It is the practice of heroes.

Wednesday, 17 April 2013

The Dell Buyout: Storm Warning for the Tech Industry

Michael Dell is engaged in a lengthy struggle to take his company private, and if you’re focused on the smartphone and tablet markets, you probably don’t care. It’s hard to picture an old PC company like Dell pushing the envelope in tech, so from one perspective it doesn’t really matter who runs the company or whether it stays public or private. But I think Dell’s situation is important because it shows how the decline of Windows is changing the tech industry, and hints at much more dramatic changes that could affect all of us in the future.  In this post I’ll talk about what’s happening to Dell, why it matters, and what may happen next.

Why is Dell going private?

I should start with a quick recap of Dell’s situation: Michael Dell and tech investment firm Silver Lake Partners have proposed to take Dell private in a transaction funded in part by a $2 billion loan from Microsoft. The proposal has angered shareholders who believe the company is worth more than what was offered, and two competing proposals have emerged from Carl Ichan and Blackstone Group. Dell now apparently faces an extended period of limbo while the competing proposals are evaluated.

Given how messy this process could be, it’s reasonable to ask why Michael Dell started it in the first place. I’m surprised at how many conflicting explanations have surfaced:

—The deal is largely a tax avoidance scheme, according to Slate (link). Like many tech companies, Dell has accumulated a large pool of profit overseas which it can’t bring back into the United States without paying 35% income tax on it. If Dell takes itself private, it can use that money to pay off the interest from the buyout without paying tax on it.

—It’s a financial shell game according to some financial analysts, including Richard Windsor, formerly of Nomura. His scenario is that after Dell takes the company private, it will sell or spin out the PC half of the company to pay off the buyout. That will leave Michael Dell and his partners owning Dell’s IT services business at low cost (link).

—It’s a way for Michael Dell to get some peace. In this scenario, Michael Dell is a sensitive man who’s grown tired of taking criticism from investors. The buyout is a way to get away from them. This explanation showed up in a large number of press reports immediately after the proposal. For example, here’s PC World: “Michael Dell apparently grew tired of running his company to the whims of a stock market that often favors immediate return over long-term investment.” (link)

—It’s a necessary prelude to broad organizational changes at Dell. The Economist put it this way: “Making the kind of wrenching operational changes Silver Lake typically prescribes would be tricky for a public company anxious not to panic shareholders.” (link)

—Michael Dell did it to save his job. According to BusinessWeek, Michael Dell was afraid that an activist shareholder might take over the company and force him out as CEO. So he proposed the deal as a pre-emptive strike. (link).

The problem with analyzing a company’s motivations is that you tend to assume there’s a logical explanation for the things it did. Often there’s not. Company managers are frequently fearful or misinformed, and sometimes they just make dumb mistakes. It’s possible that’s happening with Dell. But if we assume a basic level of rationality, then we can probably discount some of the proposed explanations. For example, I personally doubt Dell can pay off the deal by selling the PC business, because I don’t think anyone would buy it. It’s not like there’s another Lenovo out there hungry to get into PCs, and Google already bought one floundering hardware company; I doubt it has the appetite for another.

I’m also skeptical that after a lifetime in business Michael Dell is so thin-skinned that he can’t stand shareholder criticism. If you have the ego and drive to build up a company from scratch to the size of Dell, you usually don’t care much about complaints from puny mundane humans.

And I find it hard to believe that Dell had to take the company private in order to reorganize it. If Dell took a machete to the PC business, I think most investors would cheer rather than panicking.

The explanation I lean toward is that Michael Dell was afraid he wouldn’t be left in charge long enough to finish transforming the company. You can make a case that as 15% owner and with a base of investors focused on long-term gains, his position was secure from takeover threats. But after I looked in more detail at the company’s finances, and some market trends, I started to suspect that he felt a lot less secure than you’d expect. There are big storm clouds on the horizon for Dell, and they’re darkening rapidly. Those trends also threaten the rest of the PC industry.

A storm’s a-brewin’

Dell’s problems have been developing for years. The company’s power probably hit its peak in about 2005, when it was the world’s #1 PC vendor with about 17% of the market. Dell was the upstart beast that had dethroned the PC powers like Compaq, HP, and IBM. But after 2005, the PC industry adapted many of the flexible manufacturing practices that had made Dell so powerful. PC sales also shifted toward notebooks, which are much less customizable than the desktop computers that made Dell successful. The company’s market share started to erode. Dell tried for several years to turn around the PC business through innovation and new product categories, with no effect. Then in late 2008 it changed strategy and started evolving itself into an IT services company (like IBM, but supposedly aimed more at small and medium businesses). Starting with Perot Systems, Dell made a long series of IT services acquisitions, a process that has continued to this day.

Throughout this process, Dell gradually lost PC share, dropping to 12% by 2011. But because the PC market was growing, Dell’s actual PC shipments were more or less flat, giving the company a financial cushion to fund its transition to services.

Then in 2012, the situation changed. For the first time in years, overall PC unit sales shrank. What’s more, Lenovo (the new upstart beast in the PC market) was taking share from the other leaders. The combination of a shrinking market and a growing Lenovo caused a big drop in Dell’s PC sales.

Worldwide PC (desktop and notebook) unit sales
This chart shows worldwide PC revenue for calendar 2006-12. Until 2012, PC sales were growing fairly steadily, and I'm sure the management of Microsoft and the big PC companies found that reassuring. But in 2012, total PC unit sales dropped while Lenovo (the green wedge) continued to grow. This combination put huge pressure on sales of the other PC leaders, including Dell. (Source: Gartner Group)

Dell revenue (fiscal years)
This chart shows what that did to Dell’s revenue. The new parts of the company -- storage, services, and software -- were flat to slightly up last year. Servers grew as well. But they couldn’t grow quickly enough to offset the major declines in desktop and notebook computers. Dell’s total revenue dropped substantially. (The chart shows Dell’s financial years, which are about a year ahead of the calendar. So FY 2013 in this chart is roughly calendar 2012. Note that Dell did not break out its revenue by product line in FY 2010.) (Source: Dell financial reports)

I think the most disturbing thing for Dell about this revenue drop is that it happened in the face of the launch of Windows 8. Traditionally, new Windows launches have usually led to a nice uptick in PC sales as customers buy new hardware to go with the new software. Even the unpopular Windows Vista didn’t reduce PC sales. I’m sure Dell was expecting some sort of Windows 8 bounce, or at least a flattening in any decline. Instead, as we learned from the latest PC shipment reports, PC shipments dropped after the launch of Windows 8 (link). That indicates that the channel was probably stuffed with new Windows 8 PCs that have not yet sold through.

People who live in the world of smartphones and tablets are probably saying “so what?” But I doubt that was the reaction at Dell.

If you haven’t worked at a PC company, you’ll have trouble understanding how profoundly disturbing the current sales situation is for Windows licensees. The PC companies married themselves to the Microsoft-Intel growth engine years ago. In exchange for riding the Wintel wave, they long ago gave up on independent innovation and market-building. In many ways, they outsourced their product development brains to Microsoft so they could focus on operations and cost control. They trusted Microsoft to grow the market. Microsoft is now failing to deliver on its side of the bargain. Unless there's a stunning turnaround in Windows 8 demand, I think it’s now looking increasingly likely that we’ll see a sustained year over year drop in PC sales for at least several more quarters.

This is an existential shock for the PC companies. It’s like discovering that your house was built over a vast, crumbling sinkhole.

Prior to the PC sales decline, I think Michael Dell probably assumed that his PC business could continue to fund its growth in services for the foreseeable future. He has probably now reconsidered that assumption. If Lenovo continues to grow and the market continues to shrink, Dell’s revenue will drop further, and the company could be in a world of financial trouble a year from now. It’s the sort of trouble that can get a CEO fired even if he does own 15% of the company.

So here’s the sequence of events: By fall of last year, the troubles with Windows 8 were already becoming clear to the PC companies (remember, the Windows licensees have much better information on customer purchase plans than we get from the analysts). Michael Dell must have realized that he was headed for a significant decline in revenue. At the same time, we now know, one of the company’s major shareholders approached Michael Dell to float the idea of a buyout. That was apparently the trigger that started the whole buyout process.

Put yourself in Michael Dell’s shoes: the shareholders are getting restless already, and you know the situation is likely to get worse in the next year. Proposing a buyout now would be a pre-emptive strike to keep control over the company you founded. That’s what I think happened.

What happens next? After more confusion, someone will eventually win the bidding Dell. All of the bidders seem to agree that Dell should continue to invest in services, so the real debate is over what happens to the PC business. Michael Dell says if he wins, Dell will re-engage with the PC market (link):

“While Dell's strategy in the PC business has been to maximize gross margins, following the transaction, we expect to focus instead on maximizing revenue and cash flow growth.”

In other words, Dell will cut its PC prices.

It seems strange that Dell would want to refocus on PCs after treating them like a cash cow for years. If the business was unattractive when PC sales were growing, why would it be attractive now? Maybe Dell decided that it needs strong PC sales to get its foot in the door to sell services. That seems like a reasonable idea. But shouldn’t the company have known that years ago?

Or maybe Dell feels that the interest and principal payments on its buyout will be smaller than the profits required of a public company. That might allow Dell to compete more aggressively in PCs while it still invests in services.

Maybe that’s the purpose of Microsoft’s $2 billion loan, to let Dell stay in PCs while it also grows services. It says something sad (and alarming) about Microsoft’s business if it now needs to pay companies to stay in the PC market.

What it means to the rest of us

I think the Dell deal is just the beginning of the Windows 8 fallout. There are several other, bigger, shoes waiting to drop.

What will the other major PC licensees do? If you’re working at a company like HP or Acer, everything about this situation feels ugly. Your faith in Windows has been broken, you’re losing share to Lenovo, and now Microsoft is subsidizing one of your biggest competitors. I’d be tempted to fly out to Redmond and demand my own handout. And I’d also be willing to look at more radical options. There are several possibilities:

—Exit the PC market. HP considered this in 2011, but backed away after a change in CEO. I wonder if the company will think about it again. Meg Whitman says no, that the PC business is important to HP’s other businesses, such as servers, because they buy many of the same parts. Exit PCs and you costs will go up because you won’t have the same purchase volumes. That’s a pretty backward endorsement of the PC business, but I guess it’s possible.

Acer doesn’t really have the option of dumping PCs. They make up most of its business, so it has to stay in computing hardware, one way or another.

—Find a new plough horse. In this option, you replace Windows with a platform that has better growth prospects. That lets you continue to use your clone vendor skills, but in a market that’s growing. Acer and HP are both dabbling in Chrome netbooks (link) and Android tablets. I wouldn’t be surprised to see many more experiments along these lines. But it’s not clear how much market momentum Google can generate for its tablets and netbooks. HP and Acer could easily spend a lot of money for very few sales, and in the meantime create a rift with Microsoft that would be hard to return from if Windows 8 does eventually take off.

—Reinvest in creating differentiated devices. This is the other option: get off the clone treadmill and be more like Apple, a device innovator. The trouble with this is that many years ago, the PC licensees laid off the people who knew how to build new markets and new categories of computing device. Recovering those skills is like trying to grow a new brain – very slow, and hard to do when your head is stuffed with other things. You need to be incredibly patient during the learning process, and accept that there will be failures along the way. It’s hard for public companies to show that sort of patience.

So maybe you buy a company that knows how to make new-category devices. For example, you could have bought Palm. As time goes on, HP’s handling of that transaction looks more and more like a business Waterloo.

There aren’t many other hardware innovators that you could buy. RIM, maybe? Or HTC? But then you’re in a meatgrinder smartphone market dominated by Samsung and Apple. The PC market, even if it’s shrinking, might look more inviting.

Personally, I’d look at buying Nook. Not necessarily because I want to be in the ebook business, but to get a team that knows how to design good mobile devices and is familiar with working on a forked version of Android.

I don’t think any of these three options look very attractive, but the slower the takeoff for Windows 8, the more desperate the Windows licensees will get, and the more likely that they’ll try one or more radical “strategic initiatives” in the next year.

What if Microsoft gave a party and nobody came?  The situation for Microsoft is becoming more and more complicated. Windows is not dead. It has an enormous installed base of users who are hooked on Windows applications and won’t go away in the near future. However, Microsoft faces some huge short-term and long-term challenges, and many of its possible responses could make the situation worse rather than better.

I think it’s pretty clear that we’ve entered a period of extended decline in Windows usage, as customers use tablets to replace notebooks in some situations and for some tasks. The tablet erosion may be self-limiting; I don’t think you can use today’s tablets to replace everything a PC does. If that’s the case, Windows sales may eventually stabilize and even resume growing once the tablet devices have taken their pound of flesh.

On the other hand, it’s equally possible that tablets and netbooks will continue to improve, gradually consuming more and more of the Windows market. That’s certainly what Google is hoping to do with Chrome. What would happen if Apple made a netbook and did it right?

Microsoft had hoped to head off all these problems with Windows 8. By combining the best of PCs and tablets, Windows 8 was supposed to stop the tablet cannibalization and also set off a lucrative Windows upgrade cycle. Unfortunately, at least for the moment, Windows 8 is looking like the worst of both worlds – not a good enough tablet to displace the iPad, but different enough to scare away many Windows users.

This puts Microsoft in a nasty dilemma. If it believes that Windows 8 sales will eventually rebound, then Microsoft should invest heavily in keeping its PC partners engaged. In that context, the $2 billion loan to Dell is a reasonable stopgap to prevent the loss of a major licensee.

On the other hand, if Windows sales are entering a long-term period of gradual decline, Microsoft should be doing the exact opposite. Rather than spending money to keep licensees, it should be allowing one or more of them to leave the business, so the vendors that remain will still be profitable and willing to invest. It’s better for Microsoft to have seven licensees who are making money than ten licensees who all want to leave and are investing heavily in Chrome or Android or other crazy schemes.

Microsoft also faces a difficult challenge with Lenovo. Even if Windows sales turn up, Lenovo has been taking share so fast that it will be hard for other Windows licensees to grow. At current course and speed, Lenovo is likely to end up the largest Windows licensee. In the past, Microsoft didn’t care if one licensee replaced another; they were interchangeable. But Lenovo has close ties to the Chinese government, which has repeatedly shown that it’s willing to lean on foreign tech companies. That has to make Microsoft uncomfortable.

In that case, the $2 billion investment in Dell starts to look like a defensive measure to get someone to compete against Lenovo on price. But if Microsoft subsidizes a price war in PCs, that might give the other licensees more reason to disinvest, enabling Lenovo to gain share even faster.

This is the true ugliness of Microsoft’s situation. It is in danger of falling into a series of self-defeating actions:
—To combat tablets, it creates a version of Windows that accelerates the Windows sales decline.
—To keep its licensees loyal, it makes Windows overdistributed, which increases licensees’ incentive to leave.

The situation is becoming more and more fragile. As I said above, I don’t expect Windows to collapse instantly. But many companies are reconsidering their investments in it, a process that is likely to eventually give customers second thoughts as well. We could end up with an unexpected series of events that combine to break the loyalty of Windows users and start a migration away from it that Microsoft couldn’t stop.

The key question is whether Google, Apple, or some other vendor can give Windows customers and licensees an attractive place to run away to. So far they haven’t, but the year is still young. I’ll talk more about the possibilities next time.

Tuesday, 16 April 2013


"I leave for as good a reason as I came: I have many more lives to lead and could not spare any more time for this one." (Thoreau --on leaving Walden Pond)
On a final walk around the Pond I catch this instant when an armed citizen is gently releasing a catfish he caught.  Not a particularly rare sight in Arizona to see firearms openly worn.

Then I'm off----feels terrific to be moving again. ......"lighthearted I take to the open road----healthy, free---the world before me" ...strong and content I travel the open road" (Walt Whitman)
I really do believe movement creates meaning.

There it is sweet people---the world's largest solar plant--located 15 miles west of Gila Bend, Az. Just about ready to go on line. 4.4 square miles of solar panels etc. read all about it.
Can you see the curved mirrors that focus concentrated heat on a pipe containing a fluid salt that can withstand over 400 degrees without boiling.  Heat stores energy more efficiently than batteries so this plant can operate 24 hrs.  

With a companion, I settle in for the night just outside town along a road under construction. 
 Wanting to know more about this crossroads towns, I engage one of its 7 city Councilmen.  Meet Ray Eckerd---a very friendly--knowledgeable guy who answered all my questions with a brevity and openness rare among politicians. I asked what the ongoing issues of the town are.  It was not about water as I suspected---but about garbage---which company to deal with.  Surprisingly, water is plentiful in the area. (ground water)  This city council invites and willingly works with businesses and builders and dairymen and solar enterprises wishing to locate here. 
 Ray's wife Tammie runs the huge gift and souvenir store.
Leaving town---saw this rare group of Black Motorcyclist.
 They are the Buffalo Soldiers riding club of El Paso---en route to  San Diego.
Interviewed briefly the (apparent) leader.  He told me his group honors the real Buffalo Soldiers of 1865.  Here's the full story.
Next day drove less than 50 miles and settled into one of my favorite boondocking spots: Jim Korsten county park.  Jim donated this lovely land to the county as a rural camping and picnic area ---specifying that it remain free of charge.
Called several friends in the Phoenix area and invited them out for a meal.  Great company and conversation.  The guy second from left manufactures those cute functional mini camping trailers called tear drops.  He adds a classy touch by making them of genuine hickory wood.  Check it out:
RANDY PHILOSOPHIZES:  A delicious quandary sweet people--to be this free---and not knowing where to go next. The coming heat inclines me to go up---perhaps to Flagstaff or Sedona---or maybe back to the cool elevations near Springerville, Az.  But something grand is simmering in my head: Perhaps it's time to go home---a sentimental journey home to remember my boyhood in a North Louisiana sawmill town. The happenings there were remarkable and I would like to share them with you.
It's a thousand miles there and a $1000 dollars in gas to go and come back.  (no part of me wants to permanently leave the West) 

Friday, 12 April 2013


Meet Gilbert and Donna---friendly acquaintances at our pondside  camp.  That's our rigs on the far side
 Every day we all walked around the pond for exercise.
Then I learned that they actually lived here behind that wall of foliage. 
 Of course I want the story so I approach their camp.
They invite me in. 
Their little dog is the love of their life.  They also feed 5 feral cats.
I tell them about this blog and ask permission to tell their story. He consults with his wife and they agree.
Donna shows me the details of their lifestyle.  They have lived like this for 4 years. When Gilbert lost his job they received food stamp money ---$367 a month.  Their trailer park rent was $300 which they didn't have. Donna suggested they could go live in the woods----and they did.

At first they didn't even have a tent.  Someone gave them one and slowly they acquired the equipment they now have----mostly by donation.  Donna shows me her cooking technique:  A flat stone in the middle of the fire where the skillet is put.
That's the shower back there---in a really lovely glade.
Another camper gave them the work table.
For middle of the night urges, this handy ring.
Gilbert shows off his coleman lanterns.
As we talked a friend brought them some ice.  Lasts 5 days.
I began an extensive interview.  They were amazingly open. Here's the story:
Married 24 years---he 57--she 46.  They met when he was the maintenance man in her
complex.  She was attracted to him and deliberately broke things for him to fix--till he "got the message." She became an alcoholic but got sober 20 years ago.  They tried living in a mission for awhile but had to sleep separately --they rejected that option.
Donna has medical problems which are handled by Choctaw Indian services.  They have kids who respect their choice of outdoor living and visit often--taking them shopping etc.  They eat healthy, she says---vegetables at every meal.  Both emphasized how they have come to love living this way---that the clamor of town makes them anxious to return here.  The surprising thing is that $367 is enough to sustain them--with just a bit of help from friends---taking them shopping occasionally--and moving camp when they must.  Gilbert was arrested recently for failure to pay old traffic tickets.  An understanding Judge (Stanley) reviewed the total situation and dropped all charges and fines---only directed Gilbert to go do some good deed for others.  He did---that very day--but that's another story.
RANDY PHILOSOPHIZES:  I call them heroes because they boldly embraced a lifestyle they could afford---instead of burdening their kids or the state (in any serious way) Our society can easily furnish this amount.
THEY FOUND A LIFE---an enjoyable life in a very odd place.  They do no harm.
THEY HAVE EACH OTHER---that makes all the difference. 
I gave them a pep talk---told them that one of the great souls (Thoreau) chose to go live by a pond---told them that you (my readers) would be inspired by their story.
I gave them one of my water cans and all of my collected aluminum cans (thank you CB for inspiring me to retrieve cans  wherever I see them and recycle).
Gave them batteries for their radio and $20 for sharing their story.


Tuesday, 9 April 2013



And his dog--a blue heeler I think--that he has trained to turn around and lean against him for affection.
Twenty three years ago I was camping alone in the desert west of Yuma, Arizona.   
It was Christmas day.  This Cowboy walked up with a friendly howdy and invited me to Dinner.  Thus began an enduring friendship nurtured from time to time by assorted adventures together.
Mac made a good living as a farrier (horse shoeing)  bought a nice home and acreage
south of Spokane, Washington where he and his wife enjoyed many happy years.
I write about him because he has a rare quality of character that I much admire:  HE MAKES HIS VISIONS REAL.---With a persistence I can only envy.
We recently connected in Yuma and he shared his new vision---now that his wife has passed on and so has his pack of 6 mules.  In the past 2 years he has conceived an end-game vision I will share with you.  He is 82 years old--- still beanpole skinny and very fit.  
But first I will illustrate his vision and character via a poem I wrote about him 15 years ago.
Mac Cleaned up a Square Mile

Mac got it in his head to clean up a whole square mile.

You’d have to have seen it to appreciate

the audacity of his intention.

A thousand piles of trash littered this landscape,

a desolate stretch of desert west of Yuma

and east of Algodones dunes.

An informal campground for a hundred years

harbors folks escaping winter’s chill

Locals call the area Sidewinder.

It deserved its name!

Passers through in yesteryears camped here

gathering strength to cross the dunes in daylight,

thumping across the perilous wood plank road.

It was a less conscious time

and they left their trash, broken bottles,

tin cans, oil cans, filters and more.

Illegals crossing here

leave a standard grouping of trash:

inner tubes, cast off clothing, plastic bags and jugs.

One day, six years ago, my friend Mac,

a slender, spirited cowboy from the Northwest,

just got it in his head to clean up the whole darn thing.

And he began immediately, a pile at a time,

down on his knees picking up every bit of broken glass

and every piece of trash. He bagged it,

carried it to the dumpster and hurray!

One pile of trash was gone. Then two!

Then a hundred by the end of camping season.

When he returned next season he began again.

This time, a hundred and fifty piles were cleaned.

Sometimes his buddies would help

but mostly Mac worked on alone.

I have seen him scrabbling far out on the desert

in the early morning hours.

Six long winters later our desert mile was clean

and lovely in its desert way

as every landscape has its beauty

and every landscape can be marred.

I noted as the trash was disappearing

a better breed of campers came.

Dusty, angry loners went away,

I suppose in search of junked-up land

more compatible with their inner state.

The new folks build up friendly fires

well attended in the night,

hold pot luck dinners, walk together,

do favors, exchange information,

sit quietly together at sunset,

drink in tea and color from the sky

and at Christmas decorate

scrubby creosote.

No one litters now.

Our consciousness has been lifted.

Only his wife and friends know who

accomplished this transformation

without permission, prompting, pay, or praise.

I’m humbled by this awesome deed.

It’s as if a man declared

he’d drink a barrel of water

and eat a buffalo,

then did it!

A Herculean labor

that would make Paul Bunyon proud.

Step by step, Mac made his vision real

with persistence spanning years,

cleaning up a wasteland

to make the desert bloom

with hospitality.

More than a whimsical deed;

a blueprint for saving the earth.

Mac is in my hall of heros

and in the foremost ranks

because his challenge came from within.

Is it fate or accident

that his surname is McLean?
Mac's new vision is this:  He is going to sell his place build a Movable BUNKHOUSE on skids to live in .  Why a bunkhouse?  Because he lived in bunkhouses during his cowboy days and wants to re-experience that ambience.  He has a sizable collection of saddles, tack. bunks and cowboy paraphernalia to fill it with.
Why on skids?-----Aaah---for a very good reason:  It allows one to avoid a host of complexities such as  building permits---county oversight. (movable buildings are exempt he says)    In short he wants to go off the radar of civilization.  His many friends have agreed to haul his bunkhouse on a flatbed trailer wherever and whenever he wants a new location.  All would welcome him on their land.  I quizzed him about some details like sewer and water and power.  He's got all the bases covered----in his mind.  And given the above achievement do you doubt he will accomplish his vision? 
If you would like to see Mac's cleaned-up desert---exit Interstate 8 at Sidewinder rd then go south to the long term visitor area.  the desert--As far as you can see west and south of that service station was  his project.  And happily---IT IS STILL CLEAN.

Friday, 5 April 2013


Part 5 of my (faux) revival sermon attempted to show how meaning and satisfaction can be had without recourse to religion.  7 of your comments represent compelling challenges or questions that I choose to address in this separate blog:

Michael questions whether the anxieties of Death, Guilt and Meaninglessness is an adequate breakdown to account for the hundreds of forms of human suffering---like loneliness, pain, shame, defectiveness.

Answer:  Anxiety is a dis-ease of the mind and it's distinguishing characteristic is that it has no object.  It is a dread where you do not know what you are dreading.  No one can bear naked anxiety---it would kill us. (Paul Tillich) (those who've suffered deep depression have a glimpse of the anxiety of meaninglessness)  So we all attempt to morph anxiety into fear----because fear has an object---you fear something.  We can try to deal with our fears-- by dealing with the thing we fear.  Not so with anxiety.  So yes there are hundreds of human ills but they all are expressions of one of these anxieties. (I think)

Wayne ask: If after 32 years (when I wrote the speech) has my opinion changed any.
Yes---Lots.  And this speech has been revised about 10 times.

Do I still think that pursuing temporary pleasures provides any real meaning.
Answer:  Yes I do--if you define pleasures broadly----and here is where we differ Wayne.  I think EVERYTHING is temporary and fleeting. Even this earth and our sun are temporary.  Our very being is ever more temporary.  There is nothing else to do but enjoy/experience/respond to this temporary existence.  The entire cosmos is a fleeting experience. 
My hope is that you and billions of others would "Catch the drift" of the Bhagavad Gita in your spiritual pursuits. (I'll summarize it in a sentence:  The Cosmos is God--- amusing itself in a grand drama---eternity is adventuring in time---God is you---wake up-- and play the role you find yourself in with passion.)

Wayne  continues his question:  Is self centeredness and hedonism  what this world  needs more of.  Have you found anything deeper? 

Answer:  What this world needs more of is people pursuing their hearts' desires through RATIONAL SELF INTEREST.  Ayn Rand and Nietzsche both had this right.  The notion of surrendering your life's energy for pie in the sky bye and bye---or just fulfilling societal expectations--for a lifetime is a less than empowering ethic. 
I suspect that by deeper you mean the bliss, joy and creativity of being in touch with and guided by the divine.  I believe in bliss ---I think the deepest happiness is indeed inside us.  I question most seriously your notion of divine guidance.  I think you and I when we are our most effective and creative are simply being guided by OUR DEEPEST INTUITION. (call it God if you will---I don't seriously object)

George: does not think that "deserts will bloom and love will permeate the atmosphere if we will only UNBELIEVE---(and become experiencers). 

Answer:  Of course he is right about this---I was engaging in fun Puffery.  I am confident, however, that most of the current wars are clashes of religion--and would indeed stop.

George continues:  Instead of brainglow---try heartglow for awhile. 

Answer:  Also good advice---Laurie was kind enough to scan some of my answers and instruct me in non violent communication.  She makes my heart glow with her Love is my Country mission.

Anonymous:  A church without messages from God?  How is that possible?
Answer:  It's very possible---The Unitarian/Universalist have done it by shucking all those tedious and improbable doctrines and bonded together in a search for truth and values.

Anonymous continues:  Seeking fun is all you ever do.
Answer:  You may be right---but I tell myself that I'm seeking fulfillment through adventure and inquiry and self expression.  I am definitely at war with drudgery and I urge everyone to read the first chapter of Walden by Thoreau and see how unnecessary it is.

Mary Matzek: (a very bright involved lady--- have a look: ) asks about people who vigorously play the game of life---doing evil---like serial killers--finding meaning in mayhem.

Answer: I interviewed a genuine bank robber once who told me how incredibly exciting it was to plan and rob a bank-----seems to prove her point.  It may well be that killers and con men and Nazi's have meaningful lives ---their brains certainly glow as they do their deeds.  The Bhagavad Gita implies that evil is an integral part of the drama of life---that it is "plot thickener". That death isn't real--so no real harm is done. 
I guess she has persuaded me that there is "good glow" and   "bad glow"---that my formula for meaning creation needs a guiding ethic.  Mine is called CONSEQUENTIALISM ---it matters what the consequences of our games are.

Steven: asks if  billions of separate egos pursuing their personal satisfaction---playing Ayn Rand's game with RATIONAL SELF INTEREST will lead to a more loving, joyful, environmentally sustainable world or end wars.

Answer:  I think it will---eventually---in the same way as the "invisible hand" of self interest can make economic markets work.  It is masses of people somehow persuaded to surrender and sacrifice their life energies (usually in the name of religion) for the good of others----that has retarded our progress toward fairness and sustainability.
Thoreau marveled that so many people could be found to build the pyramids as a tomb for a booby.  He would have like to have known people who "were beyond such trifling."

Ron (a very creative friend)  makes an interesting point:  The thrill of pure experience can be diminished by thinking (or judging/analyzing).

Answer:  I think that the ability to experience life is a personal art form---never perfected---and slightly different for all of us. Two people on a Disneyland ride might well focus on different things:  one on the thrill of motion---the other on the mechanics of the ride.  Both could enjoy the ride.

RANDY PHILOSOPHIZES:  Thanks to the Yuma Unitarians for the opportunity to revise my speech once again and enjoy ranting against belief and for unbelief and creative responsiveness to life.  Thanks to my readers for challenging me----I've received a good dose of meaning ---my head glowed a bit---maybe even my heart.

Monday, 1 April 2013

The Real Story Behind Google’s Street View Program

This morning Google signed a consent decree with the US Federal Trade Commission to avoid a lawsuit over privacy concerns caused by Google’s Street View program, which covertly collected electronic data including the location of unsecured WiFi access points and the contents of users’ web access logs. As part of the settlement, the FTC released a huge collection of sworn depositions that were taken from Google employees during its investigation. I’ve been wading through the depositions, and they give tantalizing hints of a deeper data collection plan by Google. Here’s what I found...

–We shouldn’t be surprised that there was an Android angle to the data collection. Most smartphones contain motion sensors, which when tuned to eliminate background noise can detect the pulse of the user. That was being combined with the phone's location and time data, and automatically reported to a centralized Google server.

Using this data, Google could map the excitement of crowds of people at any place and time. This was intended for use in an automated competitor to Yelp. By measuring biometric arousal of people at various locations, Google could automatically identify the most interesting restaurants, movies, and sporting events worldwide. The system was put into secret testing in Kansas City, but problems arose when it had trouble differentiating between the causes of arousal in crowds. This resulted in several unfortunate incidents in which the Google system routed adventurous diners into 24-hour fitness gyms and knife fights at biker bars. According to the papers I saw, Google is now planning to kill the project, a process that will involve announcing it worldwide with a big wave of publicity and then terminating it nine months later.

–Tech Crunch reported about six months ago that Google was renting time on NASA’s network of earth-observation satellites. This was assumed to be a way to increase the accuracy of Google Maps. What wasn’t reported at the time was that Google was also renting time on the National Security Agency’s high resolution photography satellites, the ones that can read a newspaper from low Earth orbit. Apparently the NSA needed money from Google to overcome the federal sequester, and Google wanted a boost for Google+ in its endless battle with Facebook.

Google’s apparent plan was to automate the drudgery of creating status posts for Google+ users. Instead of using your cameraphone to photograph your lunch or something cute you saw on the street, Google would track your smartphone’s location and use the spy satellites to automatically capture and post photographs of any plate-shaped object in front of you, and any dog, cat, or squirrel that passed within ten feet of you. An additional feature would enable your friends to automatically reply “looks yummy” or “awww so cute.” (An advanced option would also insert random comments about Taylor Swift.) Google estimated that automating these functions would add an extra hour and 23 minutes to the average user’s work day, increasing world GDP by three points if everyone switched from Facebook to Google+.

–The other big news to me was the project’s tie-in to Google Glass, the company’s intelligent glasses. Glass doesn’t just monitor everything the user looks at and says; a sensor in Glass also measures pupil dilation, which can be correlated to determine the user’s emotional response to everything around them. This has obvious value to advertisers, who can automatically track brand affinity and reactions to advertisements. What isn’t widely known is that Glass can also feed ideas and emotions into the user’s brain. By carefully modulating the signals from Glass’s wireless transceiver, Google can directly stimulate targeted parts of the brainstem. This can be used to, for example, make you feel a wave of love when you see a Buick, or to feel a wave of nausea when you look at the wrong brand of beer.

This can sometimes cause cognitive problems. For example, during early tests Google found that force-fitting the concepts of “love” and “Buick” caused potentially fatal neurological damage to people under age 40. The papers said Google was working on age filters to overcome this problem.

Although today’s Glass products can only crudely affect emotions, the depositions gave vague hints that Google plans to upgrade the interface to enable full two-way communication with the minds of Glass users. (This explains Google's acquisition of the startup Spitr in 2010, which had been puzzling me.) The Glass-based thought transfer system could enable people to telepathically control Google’s planned fleet of moon-exploring robots. It may also be used to incorporate Glass users into the Singularity overmind when it emerges from Google’s server farms, which is apparently scheduled for sometime in March of 2017.

Posted April 1, 2013

The ghosts of April Firsts past: 
2012: Twitter at Gettysburg
2011:  The microwave hairdryer, and four other colossal tech failures you've never heard of
2010:  The Yahoo-New York Times merger
2009:  The US government's tech industry bailout
2008:  Survey: 27% of early iPhone adopters wear it attached to a body piercing
2007:  Twitter + telepathy = Spitr, the ultimate social network
2006:  Google buys Sprint