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Technology

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.

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.

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.

Shockingly Nortel's Frank Dunn not Found Guilty in Canada

January 15, 2013

In February 2004 I was invited to a Nortel analyst day. The Canadian telecom giant had great news to share about their worldwide sales – especially in China. CEO Frank Dunn was the primary speaker at the conference and explained just how well the company was doing. Thereafter, I met with division head after division head and the story kept getting better.

xG Technology Scores Huge Win

January 14, 2013

The most controversial company I have ever reported on has to be xG Technology. They have a wireless solution which uses unlicensed spectrum in an efficient manner in order to allow service providers to provider service without needing to purchase costly licensed spectrum. Never have I been subjected to repeated scathing comments than in my writings and video posts pertaining to this company.

Bottom line was I saw a working demo and reported on it.

Apple Production Cuts May Just Mean a New Model is Coming

January 14, 2013

I truly believe Apple has no choice but to finally succumb to the larger phone trend I have been harping about for over 2.5 years. Today’s news that the company has cut production of current models coupled with rumors of a larger phone coming may just mean we will see a new model soon.

And this would be the potential reason for the cuts - if the news is even accurate.

Certainly, the company’s share price dipping below $500 isn’t good news. Moreover, rumors of a curved screen device have been circulating for a long time.



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.

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