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Awareness Ads Important but Often Forgotten

January 17, 2013

I'm sitting here at a restaurant called Tengda in Darien, CT a stone's throw from my office just thinking about how I came to know about this restaurant. You see I've eaten at Tengda before - but I didn't know they had a location right by my office. In fact when the weather is warmer I often walk here - its probably just over a mile away from TMC's River Park headquarters.

The point is I found out about this location through one of the daily deal sites - it was likely LivingSocial but perhaps Groupon.

Will Revealing Online Identities in China Change Advertising?

January 16, 2013

There is a great debate going on in the analyst community regarding whether Chinese regulations requiring Internet users in China to use their real names will boost revenue for search engine leader Baidu. We often hear that Facebook has more valuable traffic because all the users are known but this misses the point that purchasing intent isn't always known - even if you know who a person is online.

But having search intent which could lead to purchase intent coupled with the real name of a user which can be cross-referenced in CRM systems and demographically analyzed could lead to higher cost per click from advertisers.

In the US and EU there are all sorts of privacy laws prohibiting advertisers and other companies from following you too closely.

What to Make of Facebook's Search Announcement

January 15, 2013

According to Facebook CEO Mark Zuckerberg, graph search is another pillar of the Facebook ecosystem along with news feed and timeline. The idea behind this initiative is to allow easy access to the massive store of big data Facebook has amassed about so many people. Using the new search feature a user can search for friends of friends who are male who live in New York or for all the photos they have liked. The free form query-based system is the secret sauce here.

A Larger iPhone - Apple Will HAVE to Listen Now

January 8, 2013

Sometimes I feel like a broken record MP3 player but when you know you are right and you are a student of history, you see the mistakes companies make before they do. On July 8th of 2010 I told you that larger Android devices would be a threat to Apple. The point was that Apple is repeating its mistake from the eighties where it had its own hardware competing against many manufacturers. At the time price/performance was the Achilles heel of Cupertino but now the challenge is not only price/performance but form factor.

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.

Flexible Samsung Screens and Jim Cramer's Mistake Round Out Tech News

December 20, 2012

Samsung to show flexible screens are coming to a smartphone and tablet near you but what still needs to be worked out is how to get multicore processors and batteries to bend along with them. Moreover, what happens when you bend them too far – do they just snap, pouring the guts of the battery onto your lap or dinner plate? We still have some time on this tech but the progress is promising. Can’t wait to see it (and bend it) at CES.

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.

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