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ITEXPO West 2011 Austin Highlights

August 23, 2011

Before all ITEXPO events I do a final proofread of the show directory and this one may be the biggest ever at 132 pages with tabs (just doing our part to support the economy). We will post a PDF version soon so you can see what’s in it but until then, here are some highlights that caught my eye:

Keynotes & Exhibits Tuesday, September 13th at 9:15 AM we have Ian Pennell from Cisco and at 4:30 PM-5:30 PM we have keynotes from Siemens and IBM followed by a Grand Opening Networking Reception sponsored by Interact from 5:30-7:30.

Wednesday, September 14th at 10:00 AM – 11:00 AM we have keynotes from Polycom and DHL followed by exhibits from 11:00 AM- 4:00 PM. Then at 4:00 PM there is a Cocktail reception sponsored by Rackspace Hosting and at 4:45 you could win a pair of mountain bikes from Mellow Johnny's Bike Shop - an Austin Institution ( I am told).

M2M Asset Tracking Takes Off with OnAsset

August 15, 2011

Until now, end-to-end asset tracking of items which used airplanes couldn’t easily be done because there was no device capable of meeting the requirements of US regulators and airlines. However, a recent breakthrough, three years in the making by OnAsset Intelligence will improve the tracking of many high-value shipments on more than 3,400 daily Southwest Airlines Cargo flights. Specifically the OnAsset’s SENTRY 400 FlightSafe device can now provide location, environmental sensing and monitoring of temperature-sensitive and high value cargo.

This news is fantastic for companies who need to track items such as electronics, pharmaceuticals, medical devices and life science products.

Apple Market Cap, Cisco Earnings Beat and Amazon Sidesteps Apple

August 11, 2011

I am up in Mass visiting some companies in the area and doing a presentation on the state of communications and tech markets - so while I am offline feel free to visit other parts of the TMC network to check out the latest news and analysis.

But before I sign off - some of the most interesting stories recently have to be Apple becoming the most valuable public company in the world, Cisco beating lowered expectations and Amazon leveraging HTML5 to allow Kindle reader access via web browsers.

Let's start with Cisco first - the company has put out so much bad news lately, the fact that this bellwether had a beat actually helped the entire stock market regain confidence.

If you missed it this morning, it seems hedge funds and others who are short the markets are pushing rumors of European banks having tremendous problems. This is exactly what happened with the Lehman Brothers collapse in 2008. Markets have the ability to drive companies into insolvency by stoking the flames of fear, uncertainty and doubt. The good news for those who are looking for stable financial markets is that as of this writing, the networking giant is up over 16% to $16.02.

The other two news items are huge as well - Apple, a company in the hardware space - an area we all consider a commodity has used a combination of leading-edge supply-chain management, a massive cash horde and brilliant design and usability to become more valuable than any other company in the world.

And with their locked-in ecosystem, the amount of revenue it will continue to generate via its music and app stores will continue to grow for years.









Adobe HTML5 Tool, Edge: What You Need to Know

August 8, 2011

An in-depth interview with Paul Gubbay, VP of, Design Web and Interactive at Adobe Systems

The move to HTML5 is one of the most exciting developments I have seen in tech as it ties together cloud, mobile and the concept that programmers should be able to write once and have their programs run anywhere. Moreover, the hundreds of millions of Apple iOS devices that do not support Adobe Flash do/will support HTML5 and as websites slowly begin the transition to this new web standard, every tablet should for the first time be able to view most every webpage.

It’s no wonder HTML5 is being credited with allowing a 15-year post Internet boom mega-cycle.

A few potential casualties of the HTML5 revolution are app stores who have a lock on the real innovation taking place on their platforms and of course Adobe – the company behind the Flash standard which has made the web a much more robust and creative place.

Why Windstream Bought PAETEC

August 1, 2011

Broadband and communications provider Windstream Corp just agreed to purchase communications conglomerate PAETEC for $2.3 billion in order to add scale and drive growth. PAETEC is an interesting company as it not only provides broadband and IP communications services; it also has data center services, is a large telecom reseller/interconnect, provider of telecom expense management (TEM) solutions and more.

Earlier this year I reported that PAETEC CEO Arunis Chesonis was looking for potential acquisition targets in India and elsewhere and in fact the company did just pick up XETA Technologies to boost its cloud-based service offerings. Interestingly his own company may have been in play while PAETEC itself was exploring more acquisition targets.

Keep Bing at Microsoft

July 26, 2011

From a  competitive position, it would be major trouble to remove Bing from the deep pockets of Microsoft. Talk of the business being potentially sold to Facebook when that company needs to focus on fighting Google+ makes little sense. There are few other strong software companies beyond Oracle and Salesforce who I think could do a better job with Bing than Microsoft.

But like I said in May, Microsoft is doing as much as can be expected with Bing.

We know Marc Benioff loves Google so count them out of such a purchase - and Oracle, no fan of Microsoft or Google probably doesn't need the headache or the money-losing business as it is doing fine right now, thank you.

Microsoft has to continue to make Bing better while simultaneously forging stronger relationships with companies who are competing with Google. Facebook and Twitter are two obvious ones - perhaps LinkedIn is another company to work very closely with.

You see as long as Google is a dominant player in so many spaces, Microsoft can play the underdog position and work with all the companies they want.







TMC Dallas Video Interviews 2011

July 25, 2011

Recently I spent some time in Dallas doing video interviews with companies in the Dallas, Texas area and during the course of the discussions I was able to get a sense of where the markets have been and are going. The vast range of different opinions really comes together into a few themes.

They are simply that wages and turnover rates in India are skyrocketing meaning some jobs may be headed back to the US. This is offset by an interview with  King White of the Site Selection Group - an organization which helps companies decide which countries and states they should locate in. He tells us that states with higher taxes are less attractive and subsequently deter companies from opening there.

Nosh from Google a P2P Foursquare Meets Zagats

July 19, 2011

I just met with Craig Walker the Founder & CEO of Firespotter Labs and he went over where his Google-backed companies will be innovating in the future. As you may recall, Walker founded Dialpad and Grandcentral which eventually got acquired by and became the foundation of Google Voice. Walker explained his new company will be looking to disrupt markets where there is an opportunity to disrupt.

We can for example expect more disruption in telephony and the hospitality market was referenced by him as a space worth $600 billion/year and yet there has been little innovation beyond the buzzing pagers they give you when there is a line to get a seat.

His company's new app, Nosh available on iOS and Android aims to merge the best of Foursquare and Zagat with the p2p elements of having reviews done by users who could be your friends. You can rate food at the restaurant where you eat and you can share the rating with others - the scale is 1 to 5 stars.



HTML5 Job Growth at 34%. Scholarships Now Available

July 11, 2011

With HTML5, Every Web Page Becomes an App

Between the first and second quarters of 2011, HTML5 job growth was at 34% while HTML-only jobs increased by only 7% and Flash jobs decreased by 10%. This according to Freelancer.com

This confirms that one of the most exciting trends in tech right now is what investing legend Roger McNamee, managing director and co-founder of Elevation Partners calls the HTML5-based post Internet cycle boom mega-cycle.

Examples of interactive Visa ads within the Wall Street Journal app on the iPad



This past weekend I was reading the Wall Street Journal on an iPad - and an ad came up for Visa which touted hotels and movies. And as I clicked on this interactive advertisement I was presented with an offer from a luxury hotel. Moreover, within a matter of seconds I was virtually viewing a hotel suite which was gorgeous and I was further able to book a room if I chose to do so.



Even though the app I used wasn't developed in HTML5 the potential for the same level of interactivity exists in all all pages designed with this new standard.













Tech Bubble Talk from Eric Schmidt

July 11, 2011

Are we in a bubble or not? Google's Executive Chairman Eric Schmidt thinks the idea is worth paying attention to. He isn't declaring we are in one but he says either the revenue growth of these new tech companies is so large that the valuations are justified or that there is a liquidity squeeze where a large amount of capital is chasing a small amount of shares.

Bottom line is we don't know if we are in a bubble - but we will likely learn if we are in 2012 when much of the share lock up periods expire.

Interestingly, he mentioned that although many people said Google was overvalued when it went public, it never dropped below its offering price.



Gary Kim at IP Carrier has more.







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