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Gary Edwards

CPU Wars - Intel to Play Fab for an ARM Chipmaker: Understanding What the Altera Deal M... - 0 views

  • Intel wants x86 to conquer all computing spaces -- including mobile -- and is trying to leverage its process lead to make that happen.  However, it's been slowed by a lack of inclusion of 4G cellular modems on-die and difficulties adapting to the mobile market's low component prices.  ARM, meanwhile, wants a piece of the PC and server markets, but has received a lukewarm response from consumers due to software compatibility concerns. The disappointing sales of (x86) tablet products using Microsoft Corp.'s (MSFT) Windows 8 and the flop of Windows RT (ARM) product in general somewhat unexpectedly had the net result of being a driver to maintain the status quo, allowing neither company to gain much ground.  For Intel, its partnership with Microsoft (the historic "Wintel" combo) has damaged its mobile efforts, as Windows 8 flopped in the tablet market.  Likewise ARM's efforts to score PC market share were stifled by the flop of Windows RT, which led to OEMs killing off ARM-based laptops and convertibles.
  • Both companies seem to have learned their lesson and are migrating away from Windows towards other platforms -- in ARM's case Chromebooks, and in Intel's case Android tablets/smartphones. But suffice it to say, ARM Holdings and Intel are still very much bitter enemies from a sales perspective.
  • III. Profit vs. Risk -- Understanding the Modern CPU Food Chain
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  • Whether it's tablets or PCs, the processor is still one of the most expensive components onboard.  Aside from the discrete GPU -- if a device has one -- the CPU has the greatest earning potential for a large company like Intel because the CPU is the most complex component. Other components like the power supply or memory tend to either be lower margin or have more competitors.  The display, memory, and storage components are all sensitive to process, but see profit split between different parties (e.g. the company who makes the DRAM chips and the company who sells the stick of DRAM) and are primarily dependent on process technology. CPUs and GPUs remain the toughest product to make, as it's not enough to simply have the best process, you must also have the best architecture and the best optimization of that architecture for the space you're competing in. There's essentially five points of potential profit on the processor food chain: [CPU] Fabrication [CPU] Architecture design [CPU] Optimization OEM OS platform Of these, the fabrication/OS point is the most profitable (but is dependent on the number of OEM adopters).  The second most profitable niche is optimization (which again is dependent on OEM adopter market share), followed by OEM markups.  In terms of expense, fabrication and operating system designs requires the greatest capital investment and the highest risk.
  • In terms of difficulty/risk, the fabrication and operating system are the most difficult/risky points.  Hence in terms of combined risk, cost, and profitability the ranking of which points are "best" is arguably: Optimization Architecture design OS platfrom OEM Fabrication ...with the fabrication point being last largely because it's so high risk. In other words, the last thing Intel wants is to settle into a niche of playing fabs for everybody else's product, as that's an unsound approach.  If you can't keep up in terms of chip design, you typically spin off your fabs and opt for a different architecture direction -- just look at Advanced Micro Devices, Inc.'s (AMD) spinoff of GlobalFoundries and upcoming ARM product to see that.
  • IV. Top Firms' Role on That Food Chain
  • Apple has seen unbelievable profits due to this fundamental premise.  It controls the two most desirable points on the food chain -- OS and optimization -- while sharing some profit with its architecture designer (ARM Holdings) and a bit with the fabricator (Samsung Electronics Comp., Ltd. (KSC:005930)).  By choosing to play operating system maker, too, it adds to its profits, but also its risk.  Note that nearly every other first-party exclusive smartphone platform has failed or is about to fail (i.e. BlackBerry, Ltd. (TSE:BB) and the now-dead Palm).
  • Intel controls points 1, 2, and 5, currently, on the food chain.  Compared to Apple, Intel's points of control offer less risk, but also slightly less profitability. Its architecture control may be at risk, but even so, it's currently the top in its most risky/expensive point of control (fabrication), where as Apple's most risky/expensive point of control (OS development) is much less of a clear leader (as Android has surpassed Apple in market share).  Hence Apple might be a better short-term investment, but Intel certainly appears a better long-term investment.
  • Samsung is another top company in terms of market dominance and profit.  It occupies points 1, 3, 4, and 5 -- sometimes.  Sometimes Samsung's devices use third-party optimization firms like Qualcomm Inc. (QCOM) and NVIDIA Corp. (NVDA), which hurts profitability by removing one of the most profitable roles.  But Samsung makes up for this by being one of the largest and most successful third party manufacturers.
  • Microsoft enjoys a lot of profit due to its OS dominance, as does Google Inc. (GOOG); but both companies are limited in controlling only one point which they monetize in different ways (Microsoft by direct sales; Google by giving away OS product for free in return for web services market share and by proxy search advertising revenue).
  • Qualcomm and NVIDIA are also quite profitable operating solely as optimizers, as is ARM Holdings who serves as architecture maker to Qualcomm, NVIDIA, Apple, and Samsung.
  • V. Four Scenarios in the x86 vs. ARM Competition
  • Scenario one is that x86 proves dominant in the mobile space, assuming a comparable process.
  • A second scenario is that x86 and ARM are roughly tied, assuming a comparable process.
  • A third scenario is that x86 is inferior to ARM at a comparable process, but comparable or superior to ARM when the x86 chip is built using a superior process.  From the benchmarks I've seen to date, I personally believe this is most likely.
  • A fourth scenario is that x86 is so drastically inferior to ARM architecturally that a process lead by Intel can't make up for it.
  • This is perhaps the most interesting scenario, in the sense of thinking of how Intel would react, if not overly likely.  If Intel were faced with this scenario, I believe Intel would simply bite the bullet and start making ARM chips, leveraging its process lead to become the dominant ARM chipmaker.  To make up for the revenue it lost, paying licensing fees to ARM Holdings, it could focus its efforts in the OS space (it's Tizen Linux OS project with Samsung hints at that).  Or it could look to make up for lost revenue by expanding its production of other basic process-sensitive components (e.g. DRAM).  I think this would be Intel's best and most likely option in this scenario.
  • VI. Why Intel is Unlikely to Play Fab For ARM Chipmakers (Even if ARM is Better)
  • From Intel's point of view, there is an entrenched, but declining market for x86 chips because of Windows, and Intel will continue to support Atom chips (which will be required to run Windows 8 tablets), but growth on desktops will come from 64 bit desktop/server class non-Windows ARM devices - Chromebooks, Android laptops, possibly Apple's desktop products as well given they are going 64 bit ARM for their future iPhones. Even Windows has been trying to transition (unsuccessfully) to ARM. Again, the Windows server market is tied to x86, but Linux and FreeBSD servers will run on ARM as well, and ARM will take a chunk out of the server market when a decent 64bit ARM server chip is available as a result.
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    Excellent article explaining the CPU war for the future of computing, as Intel and ARM square off.  Intel's x86 architecture dominates the era of client/server computing, with their famed WinTel alliance monopolizing desktop, notebook and server implementations.  But Microsoft was a no show with the merging mobile computing market, and now ARM is in position transition from their mobile dominance to challenge the desktop -notebook - server markets.   WinTel lost their shot at the mobile computing market, and now their legacy platforms are in play.  Good article!!! Well worth the read time  ................
Gary Edwards

Steve Ballmer: Consumers Are Our Number One Thing - Business Insider - 3 views

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    One of the "Lessons of Massachusetts" is that the key lock-in point for Microsoft's monopoly is their iron fisted control of the productivity environment, anchored by MSOffice and the Windows local workgroup client/server system.  Key to office productivity is the compound document model that fuels every business process and business productivity system.  It's the embedded logic and database connectivity (OLE, ODBC, MAPI and COM ActiveX controls) that juice the compound document model.   Convert a compound document to another format (or PDF), and you BREAK the both the document, AND THE BUSINESS PROCESS!!!! It was the breaking of the business process that stopped Massachusetts from moving to the Open Document Format !!!! So now comes a story with consumer sales vs enterprise sales numbers that seemingly shatter the Lessons of Massachusetts.  How is that? My take is that the numbers Microsoft touts are true.  Consumers are making new purchases - NOT enterprises.  The simple truth is that, as Microsoft introduces new OS and Application Services geared to Mobile / Cloud Computing, these new systems BREAK legacy business systems.  It's still way too costly for businesses to transition to the new models. Eventually though, businesses will replace those legacy business productivity systems with Mobile / Cloud Computing systems.  And it will be a rip-out-and-replace transition; not the gradual "value-added" transition everyone hopes Microsoft will provide.   Interesting stuff. excerpt: "If Microsoft is an enterprise company, then why is it spending so much time and money on stuff like Bing, Xbox, Windows Phone, and the Surface RT? It should be going all-in on cloud computing and services. If you were to ask Microsoft's CEO Steve Ballmer, his answer would probably be: It's a dumb question, we're both. In an interview with Jason Pontin at MIT Technology Review, he said: ""Our number-one thing is supplying products to consumers. That's kind of what we do.
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    Note that rip-out-and-replace to get to the cloud is a very risky strategy for MSFT because the company forfeits its vendor lock-in advantage; the question for the enterprise then becomes "replace with what?" The answer in many cases will be non-Microsoft services. And traditionally, what the enterprise uses has driven what enterprise workers use at home far more than vice versa.
Gary Edwards

I'll tell you something about Windows: Joe Wilcox does the numbers - 0 views

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    Microsoft already got its big Windows 7 sales bang -- 400 million licenses sold since the operating system shipped nearly two years ago. The global install base of PCs is around 1 billion. The majority of licenses are going to emerging markets. Microsoft estimates that they totaled 40 million PC shipments for the quarter or -- get this -- half of global volume. It's simply a stunning number that represents faster recovering economies in many emerging markets and new sales. The majority of Windows sold in developed markets are resales -- to existing customers. Microsoft is still getting some bang from businesses. During yesterday's earnings conference call, Bill Koefoed, general manager of Microsoft Investor Relations, said that "business PC refresh cycle continued and drove estimated business PC growth of 8 percent". Those business deployments won't last forever, however. The reality is this: If not for Windows Vista's market failure, successor 7's sales situation might be a whole lot worse today. Windows 7 released with about 80 percent of the install base on XP. Upgrades were inevitable in developed markets. Whenever Windows 8 ships, much of the established install base will be on 7 or moving that way. Enterprises don't deploy overnight. For now, Koefoed says that "90 percent of enterprises have committed to a deployment plan" and one-quarter of their desktops have Windows 7. Windows 7's lifeblood is two-fold, then: Pent-up demand from businesses still using Windows XP and sales to emerging markets. It's not a sustainable growth business, although legacy sales should keep the Windows & Windows Live division profitable for some time. Microsoft's Business Division long ago passed Windows as the big revenue and profit generator, $5.78 billion and $3.6, respectively, in fiscal Q4. Windows & Windows Live generated $4.7 billion in revenue and $2.9 billion in profit. Actually, Server and Tools division nearly generated as much revenue as Windows & Windows Live -- $4.6 b
Paul Merrell

News - Antitrust - Competition - European Commission - 0 views

  • Google inquiries Commission accuses Google of systematically favouring own shopping comparison service Infographic: Google might be favouring 'Google Shopping' when displaying general search results
  • Antitrust: Commission sends Statement of Objections to Google on comparison shopping service; opens separate formal investigation on AndroidWed, 15 Apr 2015 10:00:00 GMTAntitrust: Commission opens formal investigation against Google in relation to Android mobile operating systemWed, 15 Apr 2015 10:00:00 GMTAntitrust: Commission sends Statement of Objections to Google on comparison shopping serviceWed, 15 Apr 2015 10:00:00 GMTStatement by Commissioner Vestager on antitrust decisions concerning GoogleWed, 15 Apr 2015 11:39:00 GMT
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    The more interesting issue to me is the accusation that Google violates antitrust law by boosting its comparison shopping search results in its search results, unfairly disadvantaging competing shopping services and not delivering best results to users. What's interesting to me is that the Commission is attempting to portray general search as a separate market from comparison shopping search, accusing Google of attempting to leverage its general search monopoly into the separate comoparison shopping search market. At first blush, Iim not convinced that these are or should be regarded as separable markets. But the ramifications are enormous. If that is a separate market, then arguably so is Google's book search, its Google Scholar search, its definition search, its site search, etc. It isn't clear to me how one might draw a defensible line taht does not also sweep in every new search feature  as a separate market.   
Gary Edwards

55 Free Templates to Make Visual Content Creation Quick & Painless - 0 views

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    Excellent stuff from HubSpot "Visual content is in high demand. Just about every type of content we marketers create can be enhanced by some kind of visual element. And in social media? Visuals pretty much make or break your presence. In fact, photos on Facebook generate 53% more Likes, 104% more comments, and 84% more clickthroughs than the average post. And if you need more evidence to convince you visual content is essential to your marketing, just consider all these stats! But honestly ... who's got time for all that? And I don't know about you, but I don't exactly have a degree in graphic design. Or the budget to hire someone who does. So, what's a design-impaired marketer to do? Luckily, over the past several months, we've been on a mission to make visual content creation much less of an obstacle for the average marketer. How, you ask? Templates, my friends ... templates. And what's great about these templates is they're all for software you probably have loaded onto your computer already: PowerPoint. And PowerPoint is such an accessible piece of software for non-designer folks like you and me. In fact, we use it all the time at HubSpot when we don't have a designer handy.  I'm going to walk you through the visual content templates we have available for free download, and show you how we've used them ourselves to create awesome visuals right in PowerPoint."
Gary Edwards

Cloud Computing and Mobile Devices a Hot Area for ICT in 2011 Says Frost & Sullivan - ... - 0 views

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    Increasing adoption has created a US$1.1 billion Cloud Computing market in Asia Pacific 'With a 90% share of the market, SaaS is the dominant segment of the Cloud market in the Asia Pacific region. The APAC SaaS market expected to grow at a CAGR of 39% for the 2010-2014 period,' says Nitin. He continues, 'Cloud Computing is to be an important driver of growth as Singapore establishes itself as one of the Cloud hubs in Asia Pacific. The Singapore Cloud Computing market is set witness strong growth powered by CRM, Collaboration and HRM applications.'
Gary Edwards

101 Small Business Web Applications You Must Check Out - 1 views

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    Excellent List:  Check out these 101 small business web applications - software in the cloud. The selections reflect the breadth of innovative ideas and new business pursuits at play in the small business technology cloud landscape. From sales to legal to productivity tools, we can attest that the small business technology is alive, kicking and doing extremely well in 2011. It's getting much easier and cheaper to operate a business than ever before. Absolutely great news for small business! Here is the list of categories we will cover on this post: Business Development Email Marketing Event Marketing Video Marketing Social Media Marketing Online Sales Online Payment Presentation Billing and Accounting Funding Hiring and Team Building File Sharing Legal Building Websites Website Testing Market Research CRM Productivity Customer Service Team Management Voice Communication Online Education
Paul Merrell

IE Drops Like a Rock, Eroded by Chrome and Firefox - No end in sight to IE's fall - Sof... - 1 views

  • Internet Explorer’s dominance on the browser market has been weakening constantly since Mozilla’s open source browser started getting traction with users. And with the advent of Google Chrome, IE’s share loss only became steeper. Statistics offered by Janco Associates reveal that in February 2010, Internet Explorer has dropped under 65%. Over the past four years, the release of Internet Explorer 7 and Internet Explorer 8 did nothing to halt IE’s crumbling market share.
  • Janco notes that from February 2009 to February 2010, IE dropped 6.21%, from 70.99% to 64.78%. “The major findings are that in the last 12 months Microsoft's browser market share has continued to erode - Microsoft lost over 6% in the last 12 months; Firefox's market share is unchanged for the last 12 months; Google Desktop and Chrome now have just under 6%; and Netscape is no more,” reads an excerpt from the Browser and Operating System Market Share White Paper.
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    Janco notes that from February 2009 to February 2010, IE dropped 6.21%, from 70.99% to 64.78%. "The major findings are that in the last 12 months Microsoft's browser market share has continued to erode - Microsoft lost over 6% in the last 12 months; Firefox's market share is unchanged for the last 12 months; Google Desktop and Chrome now have just under 6%; and Netscape is no more," reads an excerpt from the Browser and Operating System Market Share White Paper.
Paul Merrell

For sale: Systems that can secretly track where cellphone users go around the globe - T... - 0 views

  • Makers of surveillance systems are offering governments across the world the ability to track the movements of almost anybody who carries a cellphone, whether they are blocks away or on another continent. The technology works by exploiting an essential fact of all cellular networks: They must keep detailed, up-to-the-minute records on the locations of their customers to deliver calls and other services to them. Surveillance systems are secretly collecting these records to map people’s travels over days, weeks or longer, according to company marketing documents and experts in surveillance technology.
  • The world’s most powerful intelligence services, such as the National Security Agency and Britain’s GCHQ, long have used cellphone data to track targets around the globe. But experts say these new systems allow less technically advanced governments to track people in any nation — including the United States — with relative ease and precision.
  • It is unclear which governments have acquired these tracking systems, but one industry official, speaking on the condition of anonymity to share sensitive trade information, said that dozens of countries have bought or leased such technology in recent years. This rapid spread underscores how the burgeoning, multibillion-dollar surveillance industry makes advanced spying technology available worldwide. “Any tin-pot dictator with enough money to buy the system could spy on people anywhere in the world,” said Eric King, deputy director of Privacy International, a London-based activist group that warns about the abuse of surveillance technology. “This is a huge problem.”
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  • Security experts say hackers, sophisticated criminal gangs and nations under sanctions also could use this tracking technology, which operates in a legal gray area. It is illegal in many countries to track people without their consent or a court order, but there is no clear international legal standard for secretly tracking people in other countries, nor is there a global entity with the authority to police potential abuses.
  • tracking systems that access carrier location databases are unusual in their ability to allow virtually any government to track people across borders, with any type of cellular phone, across a wide range of carriers — without the carriers even knowing. These systems also can be used in tandem with other technologies that, when the general location of a person is already known, can intercept calls and Internet traffic, activate microphones, and access contact lists, photos and other documents. Companies that make and sell surveillance technology seek to limit public information about their systems’ capabilities and client lists, typically marketing their technology directly to law enforcement and intelligence services through international conferences that are closed to journalists and other members of the public.
  • Yet marketing documents obtained by The Washington Post show that companies are offering powerful systems that are designed to evade detection while plotting movements of surveillance targets on computerized maps. The documents claim system success rates of more than 70 percent. A 24-page marketing brochure for SkyLock, a cellular tracking system sold by Verint, a maker of analytics systems based in Melville, N.Y., carries the subtitle “Locate. Track. Manipulate.” The document, dated January 2013 and labeled “Commercially Confidential,” says the system offers government agencies “a cost-effective, new approach to obtaining global location information concerning known targets.”
  • Verint can install SkyLock on the networks of cellular carriers if they are cooperative — something that telecommunications experts say is common in countries where carriers have close relationships with their national governments. Verint also has its own “worldwide SS7 hubs” that “are spread in various locations around the world,” says the brochure. It does not list prices for the services, though it says that Verint charges more for the ability to track targets in many far-flung countries, as opposed to only a few nearby ones. Among the most appealing features of the system, the brochure says, is its ability to sidestep the cellular operators that sometimes protect their users’ personal information by refusing government requests or insisting on formal court orders before releasing information.
  • Verint, which also has substantial operations in Israel, declined to comment for this story. It says in the marketing brochure that it does not use SkyLock against U.S. or Israeli phones, which could violate national laws. But several similar systems, marketed in recent years by companies based in Switzerland, Ukraine and elsewhere, likely are free of such limitations.
  • The tracking technology takes advantage of the lax security of SS7, a global network that cellular carriers use to communicate with one another when directing calls, texts and Internet data. The system was built decades ago, when only a few large carriers controlled the bulk of global phone traffic. Now thousands of companies use SS7 to provide services to billions of phones and other mobile devices, security experts say. All of these companies have access to the network and can send queries to other companies on the SS7 system, making the entire network more vulnerable to exploitation. Any one of these companies could share its access with others, including makers of surveillance systems.
  • Companies that market SS7 tracking systems recommend using them in tandem with “IMSI catchers,” increasingly common surveillance devices that use cellular signals collected directly from the air to intercept calls and Internet traffic, send fake texts, install spyware on a phone, and determine precise locations. IMSI catchers — also known by one popular trade name, StingRay — can home in on somebody a mile or two away but are useless if a target’s general location is not known. SS7 tracking systems solve that problem by locating the general area of a target so that IMSI catchers can be deployed effectively. (The term “IMSI” refers to a unique identifying code on a cellular phone.)
  • (Privacy International has collected several marketing brochures on cellular surveillance systems, including one that refers briefly to SkyLock, and posted them on its Web site. The 24-page SkyLock brochure and other material was independently provided to The Post by people concerned that such systems are being abused.)
  • Another company, Defentek, markets a similar system called Infiltrator Global Real-Time Tracking System on its Web site, claiming to “locate and track any phone number in the world.” The site adds: “It is a strategic solution that infiltrates and is undetected and unknown by the network, carrier, or the target.”
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    The Verint company has very close ties to the Iraeli government. Its former parent company Comverse, was heavily subsidized by Israel and the bulk of its manufacturing and code development was done in Israel. See https://en.wikipedia.org/wiki/Comverse_Technology "In December 2001, a Fox News report raised the concern that wiretapping equipment provided by Comverse Infosys to the U.S. government for electronic eavesdropping may have been vulnerable, as these systems allegedly had a back door through which the wiretaps could be intercepted by unauthorized parties.[55] Fox News reporter Carl Cameron said there was no reason to believe the Israeli government was implicated, but that "a classified top-secret investigation is underway".[55] A March 2002 story by Le Monde recapped the Fox report and concluded: "Comverse is suspected of having introduced into its systems of the 'catch gates' in order to 'intercept, record and store' these wire-taps. This hardware would render the 'listener' himself 'listened to'."[56] Fox News did not pursue the allegations, and in the years since, there have been no legal or commercial actions of any type taken against Comverse by the FBI or any other branch of the US Government related to data access and security issues. While no real evidence has been presented against Comverse or Verint, the allegations have become a favorite topic of conspiracy theorists.[57] By 2005, the company had $959 million in sales and employed over 5,000 people, of whom about half were located in Israel.[16]" Verint is also the company that got the Dept. of Homeland Security contract to provide and install an electronic and video surveillance system across the entire U.S. border with Mexico.  One need not be much of a conspiracy theorist to have concerns about Verint's likely interactions and data sharing with the NSA and its Israeli equivalent, Unit 8200. 
Gary Edwards

Two Microsofts: Mulling an alternate reality | ZDNet - 0 views

  • Judge Jackson had it right. And the Court of Appeals? Not so much
  • Judge Jackson is an American hero and news of his passing thumped me hard. His ruling against Microsoft and the subsequent overturn of that ruling resulted, IMHO, in two extraordinary directions that changed the world. Sure the what-if game is interesting, but the reality itself is stunning enough. Of course, Judge Jackson sought to break the monopoly. The US Court of Appeals overturn resulted in the monopoly remaining intact, but the Internet remaining free and open. Judge Jackson's breakup plan had a good shot at achieving both a breakup of the monopoly and, a free and open Internet. I admit though that at the time I did not favor the Judge's plan. And i actually did submit a proposal based on Microsoft having to both support the WiNE project, and, provide a complete port to WiNE to any software provider requesting a port. I wanted to break the monopolist's hold on the Windows Productivity Environment and the hundreds of millions of investment dollars and time that had been spent on application development forever trapped on that platform. For me, it was the productivity platform that had to be broken.
  • I assume the good Judge thought that separating the Windows OS from Microsoft Office / Applications would force the OS to open up the secret API's even as the OS continued to evolve. Maybe. But a full disclosure of the API's coupled with the community service "port to WiNE" requirement might have sped up the process. Incredibly, the "Undocumented Windows Secrets" industry continues to thrive, and the legendary Andrew Schulman's number is still at the top of Silicon Valley legal profession speed dials. http://goo.gl/0UGe8 Oh well. The Court of Appeals stopped the breakup, leaving the Windows Productivity Platform intact. Microsoft continues to own the "client" in "Client/Server" computing. Although Microsoft was temporarily stopped from leveraging their desktop monopoly to an iron fisted control and dominance of the Internet, I think what were watching today with the Cloud is Judge Jackson's worst nightmare. And mine too. A great transition is now underway, as businesses and enterprises begin the move from legacy client/server business systems and processes to a newly emerging Cloud Productivity Platform. In this great transition, Microsoft holds an inside straight. They have all the aces because they own the legacy desktop productivity platform, and can control the transition to the Cloud. No doubt this transition is going to happen. And it will severely disrupt and change Microsoft's profit formula. But if the Redmond reprobate can provide a "value added" transition of legacy business systems and processes, and direct these new systems to the Microsoft Cloud, the profits will be immense.
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  • Judge Jackson sought to break the ability of Microsoft to "leverage" their existing monopoly into the Internet and his plan was overturned and replaced by one based on judicial oversight. Microsoft got a slap on the wrist from the Court of Appeals, but were wailed on with lawsuits from the hundreds of parties injured by their rampant criminality. Some put the price of that criminality as high as $14 Billion in settlements. Plus, the shareholders forced Chairman Bill to resign. At the end of the day though, Chairman Bill was right. Keeping the monopoly intact was worth whatever penalty Microsoft was forced to pay. He knew that even the judicial over-site would end one day. Which it did. And now his company is ready to go for it all by leveraging and controlling the great productivity transition. No business wants to be hostage to a cold heart'd monopolist. But there is huge difference between a non-disruptive and cost effective, process-by-process value-added transition to a Cloud Productivity Platform, and, the very disruptive and costly "rip-out-and-replace" transition offered by Google, ZOHO, Box, SalesForce and other Cloud Productivity contenders. Microsoft, and only Microsoft, can offer the value-added transition path. If they get the Cloud even halfway right, they will own business productivity far into the future. Rest in Peace Judge Jackson. Your efforts were heroic and will be remembered as such. ~ge~
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    Comments on the latest SVN article mulling the effects of Judge Thomas Penfield Jackson's anti trust ruling and proposed break up of Microsoft. comment: "Chinese Wall" Ummm, there was a Chinese Wall between Microsoft Os and the MS Applciations layer. At least that's what Chairman Bill promised developers at a 1990 OS/2-Windows Conference I attended. It was a developers luncheon, hosted by Microsoft, with Chairman Bill speaking to about 40 developers with applications designed to run on the then soon to be released Windows 3.0. In his remarks, the Chairman described his vision of commoditizing the personal computer market through an open hardware-reference platform on the one side of the Windows OS, and provisioning an open application developers layer on the other using open and totally transparent API's. Of course the question came up concerning the obvious advantage Microsoft applications would have. Chairman Bill answered the question by describing the Chinese Wall that existed between Microsoft's OS and Apps develop departments. He promised that OS API's would be developed privately and separate from the Apps department, and publicly disclosed to ALL developers at the same time. Oh yeah. There was lots of anti IBM - evil empire stuff too :) Of course we now know this was a line of crap. Microsoft Apps was discovered to have been using undocumented and secret Window API's. http://goo.gl/0UGe8. Microsoft Apps had a distinct advantage over the competition, and eventually the entire Windows Productivity Platform became dependent on the MSOffice core. The company I worked for back then, Pyramid Data, had the first Contact Management application for Windows; PowerLeads. Every Friday night we would release bug fixes and improvements using Wildcat BBS. By Monday morning we would be slammed with calls from users complaining that they had downloaded the Friday night patch, and now some other application would not load or function properly. Eventually we tracked th
webmasters-dream

Facebook Marketing Tips 2016 | 1 Secret but Powerful Facebook Marketing Tip - 0 views

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    Watch these Facebook Marketing Tips 2016. This Facebook Marketing Secret is very powerful and can help engagement go through the roof on the Facebook Posts that you use it on. In this video, Billy Funk aka The Extreme Networker, shows how to draw people who like your post back to the post and make a comment.
Gary Edwards

10 Hot Cloud Startups to Watch - CIO.com - 0 views

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    This years list is all about infrastructure, again.  Very interesting though.  Next year will the year of productivity, with business systems and business process migration services leading the way.  Maybe :) "The Top 10 mixes track record with potential. Some startups, such as Aryaka Networks and HyTrust, are more established and have long lists of customers wins. The list also includes more recent startups that are included more for their potential than their current status in the market. Several of these newer companies are helping determine just how the cloud computing market will evolve. They include dinCloud, Nebula and SaaS Markets."
Gary Edwards

The End of the Battery - Getting All Charged Up over Supercapacitors - Casey Research - 0 views

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    Very interesting article describing the near market ready potential of "supercapacitor" batteries.   This is truly game changer stuff, and very interesting to me since i've been following the research and development of "graphene technologies" for some time.  The graphene superconductor targets the future of both energy and computing.  But graphene is also at the cutting edge of "faster, better, cheaper" water desalinization!  Nor does it take a rocket scientist to see that a graphene nano latice will have an enormous impact on methods of separating water (H2O) atoms to create an electical current - a cost free flow of electons.   Very well written research! excerpt: "an article in the recent issue of Nature Communications on a novel way to mass-produce so-called superconductors on the super-cheap - using no more equipment than the average home CD/DVD burner. Hacked together by a group of research scientists at UCLA, the ingenious technique is a way of producing layers of microscopically nuanced lattices called graphene, an essential component of many superconductor designs. It holds the promise of rapidly dropping prices for what was until now a very expensive process. You see, we've known about the concept of supercapacitors for decades. In fact, their antecedent, the capacitor, is one of the fundamental building blocks of electronics. Long before the Energizer Bunny starting banging its away around our television screens, engineers had been using capacitors to store electrical charge - originally as filters to help tune signals clearly on wireless radios of all sorts. The devices did so by storing and releasing excess energy, but only teeny amounts of it... we're talking millions of them to hold what a simple AA battery can. Over the years, however, scientists worked on increasing their storage capacity. Way back in 1957, engineers at General Electric came up with the first supercapacitor... but back then there were no uses for it. So, the technology
Gary Edwards

10 Free Design Tools for Creating Stunning Visual Content - 0 views

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    More good stuff from HubSpot! excerpt: "I'll admit it -- I'm a cheap-o when it comes to most things in my life. When going to the airport, I'll volunteer to schlep an extra hour on the MBTA with my suitcase over taking a cab. I will buy the generic over the name brand any day. And if I can find some free online tool to do something I'd otherwise have to pay for in my marketing ... you guessed it -- I do it.   In my quest to find alternatives to fancy computer programs, I've come across a lot of free tools that help take my marketing up a notch while also save my team's budget -- and I wanted to share them with you. Although there will be some occasions where you won't be able to avoid paying for the tools you need to rock your job, lots of times you can increase the quality of your visual content with just a free resource. But you have to know the free tool is out there in the first place.  So without any further ado, let's get to the meat of the post: the most important free tools you can use to create visual content. "
Gary Edwards

Mark Anderson: 'It is game over for Microsoft in consumer' | All about Microsoft | ZDN... - 1 views

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    List of 2010 predictions from Mark Anderson.  Interestingly he points out that Microsoft's loss in the mobility market is the leading factor in their loss as a consumer facing provider.  No mention of the Web being split between a Google dominated and consumer facing Open Web, and a Microsoft owned enterprise facing proprietary Web. excerpt: Microsoft started out its life as a consumer/developer-focused company. The company subsequently switched strategies and became a largely enterprise-focused vendor. These days, consumer is king for Microsoft - at least as far as corporate strategy and where its ad dollars go. But what if Chief Software Architect Ray Ozzie and other leaders at Microsoft are wrong and integrating the consumer and business worlds doesn't really matter? One very influential market watcher, Mark Anderson, author of the Strategic News Service newsletter, is betting that instead of a melding, there will be an increasing chasm between the consumer and business market.
Gary Edwards

Tomorrow's World | Oliver Marks comments on Google Wave - 0 views

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    Oliver has a short post concerning Google Wave and the new world the Wave will have wrought. Once section in particular caught my eye:
    Two behemoths going after each others markets
    ..."Google apps, while a very popular tool for students, has never caught on in the enterprise due to security concerns, with a few exceptions - Microsoft Office is the default in cubicle land. Google search meanwhile is currently the global market leader, and is a popular enterprise solution in the form of internal appliances behind the firewall, while Microsoft's search and associated electronically stored information taxonomy and tagging has been famously weak."
    "While these two giants slug it out for the others coveted market the playing field may well change significantly as the third big internet revolution unfolds. We've gone from Web 1.0, the read only static html website world to Web 2.0, the read-write, 'user generated content' web. The explosion in interconnectedness is at the expense of information fragmentation: the third web generation (Web 3.0?) is all about the meaning and context of data and information.
    "Behaviorally suggested content; the personalized experience of a web that seems to know you and anticipates what you want is just around the corner...."
Paul Merrell

Microsoft Demos Real-Time Translation Over Skype - Slashdot - 0 views

  • "Today at the first annual Code Conference, Microsoft demonstrated its new real-time translation in Skype publicly for the first time. Gurdeep Pall, Microsoft's VP of Skype and Lync, compares the technology to Star Trek's Universal Translator. During the demonstration, Pall converses in English with a coworker in Germany who is speaking German. 'Skype Translator results from decades of work by the industry, years of work by our researchers, and now is being developed jointly by the Skype and Microsoft Translator teams. The demo showed near real-time audio translation from English to German and vice versa, combining Skype voice and IM technologies with Microsoft Translator, and neural network-based speech recognition.'"
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    Haven't yet explored to see what's beneath the marketing hype. And I'm less than excited about the Skype with its NSA tendrils being the vehicle of audio translations of human languages. But given the progress in: [i] automated translations of human texts; [ii] audio screenreaders; and [iii] voice-to-text transcription, this is one we saw coming. Slap the three technologies together and wait until processing power catches up to what's needed to produce a marketable experience. After all, the StarTrek scriptwriters saw this coming too.   Ray Kurzweil, now at Google, should get a lot of the pioneer credit here. His revolutionary optical character recognition algorithms soon found themselves redeployed in text-to-speech synthesis and speech recognition technology. From Wikipedia: "Kurzweil was the principal inventor of the first CCD flatbed scanner, the first omni-font optical character recognition, the first print-to-speech reading machine for the blind, the first commercial text-to-speech synthesizer, the first music synthesizer Kurzweil K250 capable of recreating the grand piano and other orchestral instruments, and the first commercially marketed large-vocabulary speech recognition." Not bad for a guy the same age as my younger brother. But Microsoft's announcement here may be more vaporware than hardware in production and lines of executable code. Microsoft has a long history of vaporware announcements to persuade potential customers to hold off on riding with the competition.  And the Softies undoubtedly know that Google's human language text translation capabilities are way out in front and that the voice to text and text to speech API methods have already found a comfortable home in Android and Chromebook. What does Microsoft have that's ready to ship if anything? I'll check it out tomorrow. 
Paul Merrell

China Telecom looking to expand into US consumer market, eyes 2012 launch - Engadget - 0 views

  • Instead of resting on its laurels as China's third-largest wireless provider, China Telecom is now looking to branch out into relatively uncharted waters -- namely, the US consumer market. In a recent interview with Bloomberg, Donald Tan, president of China Telecom Americas, confirmed that his company plans to bring its own branded wireless service to select US markets next year, in the hopes of capitalizing on the large Chinese communities and consumer bases scattered across the country.
  • If the trial goes swimmingly, he added, China Telecom may expand it to Canada, as well, and would even consider purchasing or constructing its own network in the States (pending FCC approval, of course). The provider, which has already been marketing its services to US corporations for a decade, also has the capacity to spend "hundreds of millions or billions" on stateside acquisitions
Gary Edwards

Who Really Wins From Android's Success? | Casey Research - 0 views

  • Gartner recently reported that smartphone sales grew 46.5% in the second quarter of 2013 and exceeded feature-phone sales for the first time. In other words, we're still at the beginning of the dumbphone conversion cycle, and a global revolution in mobile is really just getting started. This revolution is fueling monstrous growth in a less-known market that goes by "MEMS" (micro-electro-mechanical systems).
  • Interest in the technology grew throughout the 1960s, and a number of companies commercialized silicon pressure sensors. Advancements in micromachining and silicon processing in the early 1970s then led to what could arguably be called the first true MEMS sensors, which had particular geometries that yielded superior performance. It was not until three decades later, however, that MEMS were small enough, cheap enough, and reliable enough to begin penetrating the consumer market. Today, the overall MEMS market is fragmented and has an extremely diverse application set comprised of such things as oscillators, microfluidics, compasses, gyroscopes, accelerometers, microphones, and pressure sensors. For our purposes here, we're mostly concerned with MEMS accelerometers and—even more so—MEMS gyroscopes.
  • MEMS accelerometers have been making cars safer for years by triggering airbags in the event of a crash. But manufacturers of the sensors wanted more: a world filled with gadgets that sense and respond to motion. That's exactly the direction we're going in today. In terms of overall value, the global MEMS market is projected to double from over $10 billion in 2012 to more than $20 billion in 2017. To get a leg up on the competition, consumer-electronics device manufacturers have been eager to adopt new device functionalities and create compelling interactive experiences, such as the touchscreen and, more recently, motion-based functions.
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  • Nintendo's Wii game console made MEMS accelerometer technology somewhat of a household name. The iPhone took the next step, with portrait/landscape orientation and basic motion gaming, which sent production volumes of MEMS accelerometers skyrocketing and competitors scurrying to catch up, copy, and come up with new motion-based functions. MEMS accelerometers are now standard features in smartphones. And the same thing is happening with MEMS gyroscopes. These represent a fresh way for users to interact with their mobile devices, providing a new set of motion-driven commands that bypass certain touchscreen or hard-key commands while promising more reliability than voice commands. MEMS gyroscopes are expected to be the next big thing in smartphones and tablets. Figures from Yole Développement peg MEMS accelerometer penetration of mobile phones at 37%, while MEMS gyroscope penetration of the handset market is a mere 4%. These figures are projected to climb to 64% and 17% respectively by 2015, as the technology is more widely applied to new mobile devices.
Gary Edwards

Ricoh Spends US$ 300m to Shift Focus to Managed Document Services - 0 views

  • Ricoh said the US$ 300 million would be invested in its managed document services infrastructure with a revenue target of US$ 3.3 billion by 2013.
  • Ricoh believes the shift is so profound that it is investing this amount of money in re-aligning its business.
  • Ricoh has identified shifts in the document management market that are focused on better enterprise returns based on more efficient document management.
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    Last September, Xerox launched a very expensive campaign to rebrand itself as a document management heavyweight. This week, Xerox's MFP rival, Ricoh (news, site), has just announced that it will be investing US$ 300 million over three years to "aggressively" accelerate its shift into the managed document services or outsourced document management space. Using its core hardware and software technologies, the shift will see Ricoh focusing not just on the provision of hardware and software, but offering entire document management services from capture to printing. At a press briefing held in New York, London and Tokyo earlier this week that underlined the global nature of the business shift, Ricoh said the US$ 300 million would be invested in its managed document services infrastructure with a revenue target of US$ 3.3 billion by 2013. Document Management Market Shift So, what is all this about? It seems simple enough - Ricoh has identified shifts in the document management market that are focused on better enterprise returns based on more efficient document management. No surprise there. However, what is surprising, is that Ricoh believes the shift is so profound that it is investing this amount of money in re-aligning its business.
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