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Off to Cloud Expo 2012 in NYC Today

June 13, 2012

15 Things to Know About Tim Cook's Comments

May 30, 2012

Last night Apple's Tim Cook was at The All Thing D tech conference and this is what you need to know about his comments:
  1. He says he will blow us away in 2 weeks at the WWDC
  2. There is more the company can do with Facebook he says - will there be a Facebook branded phone from Apple I wonder.
  3. iPads will be bigger than PCs
  4. Microsoft will suffer if it brings the PC "baggage" to the modern tablet which he says Apple invented
  5. We have a culture of excellence thanks to Steve Jobs
  6. We are doubling down on product secrecy
  7. He wants an Apple product made in the US - the glass for the iPhone and iPad is made in Kentucky today
  8. We need a shift in the US economy to support tool and die skills and a different educational system to bring manufacturing jobs back to the US
  9. Gives a wishy washy answer on the patent wars - he says they are a pain in the ass but it seems Apple patents are viewed as more important than others he believes should be easily licensed
  10. We will keep "pulling the string" on the Apple TV to see where it takes us
  11. Won't say if they are making an "Apple TV" a new real TV but says people aren't pleased with the current TV experience
  12. When looking at acquisitions they don't look for revenue but skills and products instead
  13. Siri will improve over the next few months
  14. Apple does not need to own a carrier or cable company
  15. Apple knows Ping "sucks"

And there you have it - a bunch of rumors have just been killed off if what Cook says is accurate. It will be very interesting to see if there is big Facebook news in the near future and if it puts a floor under the social networking company's stock. Overall Cook did a great job sharing a good amount of information but not giving away too much about the future. He walked the line perfectly and to read more check out this post from Jay Yarrow.


Sonos SUB Expensive but Convenient

May 22, 2012

Sonos makes a great WiFi-based sound system allowing wire-free sound in any room in your home. The only problem with this strategy is that Apple and its AirPlay wireless streaming system is a peripheral competitor and when you go up against Apple well, let’s just say bad things happen to your company. So it makes sense to expand into areas which allow you to live within the Apple ecosystem.

Sonos hopes the leading-edge design of their latest SUB speaker will make customers shell out a very high price and show it off.

TV to GO: Cablevision Customers Access TV Beyond the Home

May 22, 2012

Cable companies having come together to share their WiFi networks in order to compete somewhat with 3G and 4G networks are also looking at another competitive threats such as OTT video such as YouTube, Hulu, Netflix and any other alternative way consumers can get access to video content.

Yesterday, Cablevision started to promote via an email their TV to GO service which allows customers to watch TV outside their home – as long as they have the Cablevision Optimum Online user name and password.

A sampling of networks available to Cablevision's TV to GO service

Intel Finally Gets Mobile?

May 17, 2012

Intel is selling its computers quite nicely into PCs and servers and although we are in a so called "post-PC era" people keep buying computers by the tens of millions. The long-term challenge is in-part ARM, the instruction-set architecture which is being turned into highly efficient chips used in most mobile devices.

The challenge of course for Intel is the typical one of disruption from below. An example is how RAID allowed inexpensive and less reliable hard drives to replace larger disks in the market.

Likewise, the ARMv8 64-bit architecture application profile was defined two months ago and at some point soon we will see these chips in the field. Moreover, expect them to rapidly go multicore if not initially.



The Most Comprehensive Interop 2012 Video Interviews

May 16, 2012

In case you missed Interop 2012 in Las Vegas and even if you were there – I have some really good news for you. TMC was there and we shot about seven hours of the most important and engaging interviews possible. We have all the companies you need to know about in spaces such as private and public cloud to big data, analytics, network testing and more. We spoke with the small upstarts and the giants like HP, Cisco and IBM.

Kodak's Ofoto Another Flickr-Like Disappointment

May 16, 2012

This past March it was announced that as part of Kodak's restructuring, the online photo-sharing site ofoto or Kodak Photo Gallery will be sold off to Shutterfly and your photos will automatically be converted to the company's platform - unless you opt out.

The email below was sent to customers today to let them know about the transition which is also detailed here. The company will be transferring 5 billion photos in July but in June Shutterfly will be sending instructions to users determining how they want to link up their Kodak Gallery account to their service.

Pirate Pay Blocks BitTorrent Sharing. Is it Illegal DOS?

May 15, 2012

Skolkovo or Russian's competition to Silicon Valley has a hot company Pirate Pay which just received funding from Microsoft. The idea behind the system is to confuse BitTorrent clients to keep them from downloading specific content. The monetization comes from movie studios and other content providers who would pay to keep their products from being shared.

The idea makes sense but the challenge is it could be illegal to use a targeted attacks on computers. In fact, a number of laws to prosecute hackers may come into play making it conceivable that the movie studios could get in trouble for sabotaging downloads.

At this point the discussion is theoretical since no one knows how Pirate Pay works but it presents a fascinating look at the battle between content producers and those who are looking to pirate content.

For more check out this article on companies in the Skolkovo region, one on the Microsoft investment and another on the legality of disrupting these downloads.





Brightcove Sales Reflects well on Video, Cloud, HTML5

May 4, 2012

What happens when you sit at the intersection of cloud, HTML5 and video - especially when tablets and high-resolution smartphones are being sold by the hundreds of millions? The answer is - if you are Brightcove, that your sales grow rapidly. In fact the company just announced earnings of $19.9 million which is up 53% YoY. Sure, this isn't a huge number but the percentage is obviously intriguing.

Moreover, gross profit for the first quarter was up 56% at $13.6 million.

Pirated Music, From Napster to Kazaa and Now VPNs

May 2, 2012

I was at a conference some years back where one of the panels discussed how VoIP was blocked unsuccessfully in country after country. The point the speaker made was you can't stop IP. Users and developers are always one step ahead, masking their packets in ways (HTTP, etc) which gets through firewalls and other systems designed to thwart such communications.

I remember something similar happening when Airlines provided WiFi for the first time and blocked VoIP yet Andy Abramson found a way through.

So it should come as no surprise that music sharing which started with Napster, moved onto other services like Kazaa, Pirate Bay and has now evolved to use VPNs.

Now the challenge for record labels and others looking to determine who is sharing and what has grown substantially. The downside?





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