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Amazon

How Mobile Will Destroy Retail Margins

December 21, 2012


Some of the news of the week has to do with eBay deciding mobile advertising doesn’t work for them as it clutters small screens and doesn’t provide that much revenue. This seems to make sense but if you think this in any way is going to change the impact of mobile advertising and commerce you are dead wrong.

Logic and rumors tell us Amazon will be releasing a telephone soon and the reasoning for them to do so goes far beyond expanding its ecosystem and pushing people to download apps and watch videos online.

Location based advertising is where everything is going.

How Apple Can Slow Samsung Down

December 18, 2012


Tom Keating at TMC reported today that Samsung is beating virtually everyone at virtually everything. He discusses how they have become the dominant TV maker but this isn’t such big news at this point. What is interesting is the company replaced Nokia as the number one producer of cellphones – not a huge surprise at this point but a huge milestone as Nokia held the coveted top spot for 13 years.

Why is Apple, a company with more consumer loyalty than just about any other company being threatened by Samsung?

Who Should Buy Linksys and how does the Cloud fit in?

December 17, 2012

Cisco recently appointed Barclays to help it auction off Linksys – a move consistent with the company’s desire to exit low-margin consumer businesses as it looks to invest in high-margin areas like software and services. But as the saying goes, one man’s garbage is another man’s gold. Linksys is indeed a treasure to the right partner like Google or even Samsung.

The reason is simple – both companies need to blunt the move by Apple into the home and entertainment is the future of technology as consumer technology trends coupled with BYOD turn into corporate success.

Important Tech News of the Day Dec 14, 2012

December 14, 2012




Amazon Prime Instant Video app for iOS is out


and in my testing on a 4th generation iPad it worked well. Some complaints remain that for non-Prime users the experience isn’t that great. I for one would like to be able to download video on the app – there is a download area but no instructions as to what is downloadable or how to download.

Alcatel Lucent says providing video to devices is a great new revenue opportunity for carriers.

Tech News of the Day Dec 13, 2012

December 13, 2012

Google is under public pressure to pay more taxes as the news of it “funneling” $9.8B of its revenue to Bermuda helped it halve its tax bill. The pressure is coming from the US and Europe. I find it ironic that Google Chairman Eric Schmidt is such an ardent Obama supporter as our President seems to be singularly focused on getting anyone who can afford it to pay more taxes. Before you get bent out of shape regarding what Google has done, remember that every company has to do its best to maximize profit and this means looking for every legal way possible to minimize taxes.

eBay Now Gets Serious in NYC

December 8, 2012

The home delivery market could be huge as predicted back in the dotcom days when companies like WebVan and Peapod were springing up faster than Android produces device variants today. Who comes to mind when you think of home delivery in the world of tech? Certainly Amazon, Google and more recently Wal-Mart.

But eBay?

Sonos Adds iOS iTunes Playback

December 5, 2012

If you have a Sonos streaming stereo system and you download your music to a PC in your home then it is fairly simple to get access to all your stored music throughout your home. If however you download music to a PC which isn’t connected to your home network or directly to an iOS device you weren’t able to stream this music through your Sonos components without a wireless dock designed for an iPod or iPhone to plug into.

Sonos has just updated its software allowing your iOS devices to stream their music to your Sonos components over WiFi. Wireless iTunes Playback is compatible with the iPhone (3GS or later), iPod touch (4th generation or later), or iPad (2nd generation or later) running iOS 6 or higher and works with DRM-free music in MP3 or AAC format.

While this all sounds great in-theory, after updating all Sonos components throughout my home and updating the Sonos App on a 4th gen iPad and iPhone 5, get an error trying to stream music from either device.

Google and Dish Were in Talks to Launch Wireless Biz

November 15, 2012

Some time back I commented on rumors of a Sprint takeover by Google and at the time many thought the idea was crazy. Fast forward a few years, tens of thousands of Android devices and a Motorola Mobility acquisition later and now Google is reportedly in talks to launch a wireless service with a number of companies including Dish Networks. As you may recall, Steve Jobs too wanted to launch a wireless network and if Google is seriously exploring this option this means Apple has to be doing the same.

The next frontier of advertising revenue for Google is mobile and if carriers and Apple decide to lock the company out of this lucrative market (even partially), then they have no choice but to own the wireless pipes.

Mobile Profits are Skyrocketing as 67,000 Are Laid Off

November 15, 2012

Mobile is not your father’s tech space.

 

Over the past two years, profits from the top eight mobile vendors has risen from $5.3 billion to $14.4 billion for a whopping increase of $9.1 billion and all this while over 67,000 people have been laid off in the technology. How is this possible you ask? I posited a similar query two months ago regarding Corning’s shares losing value – even while they supply Gorilla Glass to much of the booming mobile market.

Why Apple Needs an iLane Bryant Phone

November 7, 2012

It may seem obvious that Apple needed to offer a smaller iPad now but when I suggested the idea in November of 2011 I received criticism from many who thought Apple didn’t need to “dilute” its product assortment of iPods and large iPads. Steve Jobs also disagreed with me but as Henry Blodget points out, Steve was wrong.

And this was a rare misstep for Jobs who showed a God-given ability to know what consumers want across various industries -before even they did.

The challenge however for Apple remains the same as the one I pointed out when I first tested the Motorola Droid X.

The reason Apple lost the PC war had to do with the open nature of the PC market – where competition led to a huge price/performance advantage for computers based on the Microsoft operating system.

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