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With Fabulous Gorilla Glass, Why Does Corning Stock Lose Value?

September 25, 2012

Corning is a fascinating company and recently the news about how they collaborated with Steve Jobs to build the glass for the first iPhone became public, making them that much more interesting. Believe it or not but the ancestor of the now famous Gorilla Glass in the iPhone and hundreds of other devices was invented in 1952 and by accident. The product was waiting decades looking for a market and the company started to experiment with it just before Steve Jobs came knocking.

Tom Keating alerted me to a fascinating article done by Wired which gives you all the details of how the glass is made and its evolution.



The challenge for the company seems to be getting ahead of itself. After all the famous Future Made of Glass video was made for potential investors over a year-and-a-half ago and since that time the company has seen its stock price drop by about 50%.





I am not going into the financial analysis of the company in this space but I do find it incredible that Corning can see its market capitalization decrease so greatly at a time when the world can't get enough glass covered gadgets.











iPhone 5 Screen Not Wider, Brighter Instead

September 25, 2012

I may be the most vociferous person out there saying the iPhone 5 should be wider than it is but just because Apple decided to "Think Different" it doesn't mean the screen on its new flagship phone isn't much better than its replacement.
According to Displaymate, the iPhone 5 screen is far superior to just about anything else on the market when it comes to accurately displaying colors and minimizing screen reflection. Specifically the company says:

Screen Reflectance on the iPhone 5 has decreased substantially – the iPhone 4 has 52 percent brighter reflections than the iPhone 5. This means you won’t be distracted as much by reflections that appear on the screen. The iPhone 5 has among the lowest Reflectance values we have ever measured on a Mobile device.
The iPhone 5 has the highest Contrast Rating for High Ambient Light for any Mobile device we have ever tested, and it’s 57 percent higher than the iPhone 4.



See an Ultrabook with Touch and Sensor Tech

September 21, 2012

Galaxy S3 Ad Mocks iPhone 5 Lines

September 21, 2012

Will Corporate Welfare Slow International Trade?

September 20, 2012


Nortel’s bankruptcy some years back was due to a host of reasons including price competition from the likes of ZTE and Huawei. Consider that while the world’s telecom equipment manufacturers were acquiring companies during a growing telecom bubble, these two stood back and focused more on imitating the best technology they could find instead of making inflated purchases in the billions of dollars.

But China is a communist/capitalist mish mosh and as such national interests can drive it to do whatever it takes to win in international markets. This is why EU Trade Commissioner Karel De Gucht is pushing a trade case against these telecom giants who are said to be receiving state subsidies in order to undercut European rivals.

Now it's Occupy Apple?

September 20, 2012

Some of the Occupy Wall Street crowd has turned its attention to Apple and its roll out of the iPhone 5. After all, this evil company decided to take on the two largest phone makers non-US based Nokia and RIM, and make them irrelevant in less than half a decade. Moreover, these disciples of Satan from Cupertino had the gall to have their stock increase by hundreds of billions of dollars and in the process help hundreds of thousands of investors including people holding IRAs, 401Ks, and those who benefit from pension funds like school teachers, firefighters, policemen and legions of other union and non-union workers.

 

One occupy protester, Shiloh Coral (above) said it best when she explained that instead of enriching Apple and the consumer culture it benefits from, we should invest in education and helping low-income families.

News from TeliaSonera, Stage2 Networks, Sidera Networks and More

September 13, 2012

There's been lots of activity in the TMC newsroom with many new guests coming to our Norwalk, CT studio to tell us what is new and exciting at their companies.

At around 170 million mobile subscribers, TeliaSonera is a major mobile carrier supplying much of Eastern Europe and Russia. Ivo Pascucci of TeliaSonera discussed how his area of the company company differentiates itself in the wholesale carrier market. Services include wave services, collocation and wholesale IP transit for carriers, content providers and gaming companies. 

 


From there Joe Gillette from cloud communications provider and NY-based Stage2 Networks told me about the company’s thoughts on hosted voice services.






Is Apple's New Lightning Connector a Dead End?

September 13, 2012


Apple fans will view the introduction of the new Apple Lightning Connector with mixed emotions because while the new plug enables their gadgets to continue the march towards minuteness, all existing Apple plugs and accessories have been rendered moot. If you are a hotel chain with thousands of alarm clocks and treadmills which have the old Apple connectors in place you have a huge choice to make… Do you upgrade the devices or provide adapters at $29 apiece? The Wall Street Journal has an article today which details how a hotel chain called NYLO just upgraded its hotel rooms with almost 600 iPhone-dock clock radios which are now potentially obsolete.

One company taking advantage of the situation is Jawbone who has a creative new video out showing how the dock is dead.

The iPhone 5 is Missing This Crucial Feature

September 12, 2012

I am just going to come out and say it – the iPhone 5 is yet another incremental upgrade to the iPhone line of products. Yes, Apple deserves great credit for making smartphones ubiquitous – they have turned mobile devices into web-surfing gadgets and so much more. But this doesn’t mean that Apple is innovating as fast as it could be.

In fact, TMC writers have discussed with me in private that Apple may be purposely holding back on their phone upgrades to ensure people will keep buying new devices on a regular cycle.

Google's New, Free WiFi - Not For iPhones or iPads

September 11, 2012

Just before the launch of the new iPhone, Google Play has inked a deal with Boingo to give free WiFi access to virtually all devices – just not the mobile ones from Apple. The over 4,000 sponsored Wi-Fi locations include 15 airports as well as Boingo-enabled Manhattan subway stations, and thousands of hotels, shopping malls and cafés.

Google has sponsored free WiFi in airports and other locations so this isn't necessarily a new strategy. To date however, I am not aware of them excluding other devices. 

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