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Technology

Best Buy Tablet Doomed?

October 17, 2012


The common sense analysis of Best Buy’s new Android-based tablet is it is doomed because if only Amazon is able to pull a tablet off by breaking even or even potentially losing money and even Samsung isn’t making a dent in the market, how can Best Buy do any better? The reality is the success of this strategy is a long shot but by the same token you can think of this tablet as a generic product or store brand.

In other words when you go to Costco and buy a Kirkland product you are essentially buying a “store brand” not necessarily manufactured by the retailer, just resold. So Best Buy’s Insignia Flex tablet expected to sell between $239 and $259 can simply be considered a new product in the house-brand category.

For Microsoft Surface, Is it Mission Impossible?

October 16, 2012


Microsoft, here is your mission. Take a device which has become synonymous with the term “post-PC era” and topple it. Go up against a company which is considered cool and somehow transform your image to be as cool. If you decide to accept this mission you must take your reputation for developing bloated operating systems and software and scale it all down to run in a tablet form factor where a person can use the device for an entire day without recharging.

Simultaneous Voice & Data: AT&T's Big iPhone Advantage

October 16, 2012

IBM Mobility Keynote at ITEXPO

October 16, 2012

Michael Tessler Broadsoft Keynote at ITEXPO

October 15, 2012

ShoreTel CEO Keynote at ITEXPO 2012

October 15, 2012

Microsoft, SNL, Sprint and Softbank News for Monday October 15, 2012

October 15, 2012

Microsoft is jumping into the music business and this is perhaps the biggest news of the day and possibly the week. Redmond is now offering ad supported music streaming and going up against Sirius XM, Pandora and Apple’s iTunes all at once. Boasting a 30-million strong library of songs, users can listen to playlists for free or download to own music across their TV, computers and smartphones. The ad-free version is $9.99 per month and includes access to music videos as well.

 

3-D Printing Brings Disruption to Manufacturing

October 12, 2012

The pace of disruption continues to increase rapidly – in the nineties Napster and VoIP showed how digitization left record labels and telcos vulnerable to new methods of distribution and communication. This disruption was once relegated to digitization meaning if you didn’t have a way to convert traditional industries into electrons, you couldn’t disrupt them.

In other words, film was essentially annihilated by photo standards on PCs coupled with cameras capable of taking digital photos. Computer memory in essence became film.

In Israel, Venture Capital Gets Disrupted

October 11, 2012


Israel is legendary as a tech powerhouse – the entire IP communications market owes its success to engineers from this middle-eastern country where compulsory army training has a side benefit of immersing the population in engineering specifically applicable to communications.

I remember fondly over the years attending SuperComm, VON, Computer Telephony Expo, Communications Solutions and ITEXPO and always seeing new and innovative startups from this land of milk, honey and falafel.

Sadly, over the years, things have changed – over a decade earlier, investors were making such large amounts of money from IPOs and acquisitions that it made lots of sense to reinvest much of it back into new companies.

Many things have changed over the years – IPOs are a much trickier proposition thanks to Zynga, Facebook and more jittery investors as a result of the dotcom and communications crash from early last decade.

Warren Buffet Investing in Risky Tech Without Knowing it?

October 11, 2012



As news breaks that Coca-Cola is mulling a $10 million investment in Spotify some people may think back to Warren Buffett’s comments on the tech market – saying he wouldn’t invest in it because he didn’t understand it. While some took this comment at face value, it seems the spirit of the comment was that Buffet is a value investor often holding a company’s shares for years or even more than a decade. Trying to figure out who the tech leaders will be over such a long time is very difficult if not impossible.

Interestingly, Coca-Cola is a great example of a Buffet investment – it is a leader in its space and much of its revenue is derived from Coke and its variants which just happen to be addictive due to their caffeine content.

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