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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.

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.

Avaya and Mitel Cross at Canadian Border

November 16, 2012


New Jersey-based Avaya, spun out of Lucent and previously AT&T has a decades-long history of providing business communications solutions. With its purchase of Nortel’s business communications assets a few years back it picked up even more knowledge, know-how and relationships. Mitel, the Kanata, Ontario-based global business communications company cofounded in 1973 by Sir Terry Matthews is known for delivering superior technology. More recently Mitel has become publicly traded and acts sort of as a partner to the dozens of Sir Terry Matthews’s companies under the Wesley Clover Brand.

Hurricane Sandy: All Electronic Trading Likely to Cease Tomorrow

October 28, 2012

Banks, The Latest Threat to Groupon and LivingSocial

October 18, 2012

If there is one constant these days it is that your competitors tomorrow are going to come from the most unlikely of places. Apple came from nowhere to unseat RIM and Nokia in mobile phones, Amazon is becoming a major force in tablets, Google’s Chrome and Android products have made it a major force in software and operating systems.

But the examples above are technology-based so they shouldn’t be too surprising as we have come to expect tech companies to be quick to enter new markets. What could portend a future trend however is Bank of America’s move into the deals business.

Microsoft, SNL, Sprint and Softbank News for Monday October 15, 2012

October 15, 2012

Microsoft is jumping into the music business and this is perhaps the biggest news of the day and possibly the week. Redmond is now offering ad supported music streaming and going up against Sirius XM, Pandora and Apple’s iTunes all at once. Boasting a 30-million strong library of songs, users can listen to playlists for free or download to own music across their TV, computers and smartphones. The ad-free version is $9.99 per month and includes access to music videos as well.

 

In Israel, Venture Capital Gets Disrupted

October 11, 2012


Israel is legendary as a tech powerhouse – the entire IP communications market owes its success to engineers from this middle-eastern country where compulsory army training has a side benefit of immersing the population in engineering specifically applicable to communications.

I remember fondly over the years attending SuperComm, VON, Computer Telephony Expo, Communications Solutions and ITEXPO and always seeing new and innovative startups from this land of milk, honey and falafel.

Sadly, over the years, things have changed – over a decade earlier, investors were making such large amounts of money from IPOs and acquisitions that it made lots of sense to reinvest much of it back into new companies.

Many things have changed over the years – IPOs are a much trickier proposition thanks to Zynga, Facebook and more jittery investors as a result of the dotcom and communications crash from early last decade.

Walmart To Go is Webvan 2.0

October 9, 2012

Have we finally broken the barrier to same day delivery?

During the dotcom boom, Webvan and Peapod were going to change the world and when things went bust and both companies had to deal with the realities of massive infrastructure and overhead with little to no sales by comparison. Peapod got picked up by Stop & Shop and Webvan imploded, and is now just a Wikipedia page.



Fast forward over a decade and Amazon has made lots of noise about same delivery service.

I'm Too Sexy For Consumers: B2B Tech IPOs Are Hot

September 24, 2012

B2B Tech is hot once again thanks to a string of consumer social IPO losses and B2B successes

In the fickle world of consumer purchasing behavior it is tough to predict what trends will last. Few things seem to be predictable in the market beyond their desire to amass more devices powered by Apple's iOS.

There are spectacular examples of consumer companies which were here today and gone tomorrow – perhaps AOL, Yahoo! and MySpace are the best examples of entities that rapidly became irrelevant because consumers moved on.

And while Facebook has done an infinitely better job than MySpace of keeping its social network sticky and relevant, it still has become a textbook definition of investor loss and IPO blowup.

Will Corporate Welfare Slow International Trade?

September 20, 2012


Nortel’s bankruptcy some years back was due to a host of reasons including price competition from the likes of ZTE and Huawei. Consider that while the world’s telecom equipment manufacturers were acquiring companies during a growing telecom bubble, these two stood back and focused more on imitating the best technology they could find instead of making inflated purchases in the billions of dollars.

But China is a communist/capitalist mish mosh and as such national interests can drive it to do whatever it takes to win in international markets. This is why EU Trade Commissioner Karel De Gucht is pushing a trade case against these telecom giants who are said to be receiving state subsidies in order to undercut European rivals.

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