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Broadband

FCC Commissioner Adelstein Speaks at ITEXPO/Super WiFi Summit

January 17, 2013

Many people who read that former Apple CEO John Sculley is speaking at ITEXPO wondered why I didn’t mention former FCC Commissioner, Jonathan Adelstein is also speaking. I really didn’t have an answer except to say a post will be forthcoming on the matter. Here is that post.

Mr. Adelstein will deliver a keynote address on “Investing in America’s Wireless Future” at Super Wi-Fi Summit on Wednesday, January 30, at 9 a.m.

It's an App Eat App World

January 17, 2013

Peter Bernstein has a great analysis piece on how the Unilever/Slim-Fast empire is struggling in-part because the company was too slow to come out with an app as well as the fact that other competitors have expanded their offerings to match the company or even take the lead. Personal experience has shown that the majority of my friends and acquaintances are now using apps to track their fitness – running and/or eating via calorie counting.

It’s amazing to me that even a company which profits handsomely from items sold in grocery stores can lose share because it didn’t provide apps on smartphones. This is in contrast to Starbucks who I tweeted about earlier this week – they really think mobile and social are crucial to their future.

xG Technology Scores Another Potential Win

January 15, 2013


Yesterday I discussed how xG Technology scored with a big $6M win and today the company has announced Cornet Technology has entered into an agreement with xG to resell $5M worth of the company’s products to the government and DoD.

Cornet Technology, Inc. is a privately-held concern which designs, engineers, and manufactures a wide range of advanced command, control, communications, computer, intelligence, surveillance, and reconnaissance (C4ISR) solutions targeted at U.S. and international defense and aerospace agencies.

The deal covers part of an end-to-end two-way video streaming solution for vehicles that is currently under development.

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.

Chinese Government Funds Global Telecom Roll Outs Through ZTE

December 20, 2012

With global uncertainty the norm, many carriers have struggled to get financing for new infrastructure projects and in fact they have been a bit hesitant to spend on areas other than wireless where ROI is much more predictable. Subsequently, the financial challenges facing Alcatel-Lucent, Nokia Siemens Networks, ZTE and others aren’t expected to dissipate any time soon. What may be a surprise to some though is how ZTE, a Chinese telecom equipment manufacturer with relatively low costs could have lost $414 in Q3 of this year while seeing sales drop by 13% and gross margins cut in half.

In response to this decline, China Development Bank (CDB) an entity controlled by the Chinese government has given the company a $20B line of credit at very low rates allowing it to streamline operations, continue its expansion and perhaps most importantly finance its customers’ purchases.

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.

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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