Showing posts with label GOOG. Show all posts
Showing posts with label GOOG. Show all posts

Wednesday, April 4, 2012

Research in Motion Mobile Fusion

Research in Motion(RIMM) is well known in the Enterprise segment of the smartphone mobile device segment.  Their flagship BlackBerry brand uses a  proprietary browser and operating system to insure a secure, unfragmented code. However, the smartphone segment is changing.

Research in Motion(RIMM) has just released a product that is in response to the new trend in the smartphone industry.  This allows IT personnel, in conjunction with the Enterprise Business Server (BES), to provide messaging, email, virtual network and browsing for any enterprise. { No more IT banning of browser software or apps }. Ever since the rise in Android and iPhone devices, the user has not been tied to a platform or operating system, and can pick and choose the features she wants. The customers and users in this industry have evolved into the "bring-your-own-device"  or "BYOD" movement.

The newly released product is the Mobile Fusion device management product. Mobile Fusion is described on the Blackberry website as:
BlackBerry® Mobile Fusion helps make managing mobile devices faster, easier and more organized than ever before. From a single, web-based interface, provision, audit and protect mobile devices, including BlackBerry smartphones1, BlackBerry® PlayBook™ tablets and devices that use iOS®2 and Android™3 operating systems.

With this product customers can buy any phone they want and it can be managed by the  enterprise. An estimate of enterprises global spending on fixed and mobile communications services approach $425 billion annually.


The new barrier to entry is now the carrier and its associated sales channel.  
Now prime real-estate shelf space and exclusivity in the channel outlet will determine success of a phone device.


Existing Competitors in the Mobile Device Management (MDM)
Other than BlackBerry's BES suite there are others in this space.
Read MDM wiki for more or do a search on Mobile Device Management

Two examples are highlighted below:
MobileIron
Tangoe, Inc. recent IPO (TNGO)

Monday, August 15, 2011

Patents Trump Products

Google's bid to purchase Motorola Mobility is a clear shot across Apple's bow.  While on the face of it Google may be seeking to marshall forces in the Android smartphone device arena, "What Google likely wants from the acquisition is Motorola's trove of more than 17,000 patents on phone technology. Google recently lost out" in Apple's group buy of Nortel patents...that won't happen again.

IMHO, however, I think Google will only succeed beyond Apple if they take a page from Apple's book and innovate ahead of the market.  Time will see if anybody can out-Apple Apple.

Unless they tell us otherwise, I think RIMM, NOK and Samsung's collective geese are cooked. Their patent portfolios (and Samsung's flash & screen production capabilities) are going forward more valuable than their products.  They similarly need to out-Apple Apple... but don't bet on it.

..TS.


Tuesday, July 12, 2011

$GOOG at $250?

[guest post by TS]

Will Google+ drive Google's price higher, as it's still 30% shy of it's 2007 high, or will surface virtues of a whole new social paradigm turn out to be hidden tragedies when people realize that Google is enticing people into categorizing their email contacts more precisely so that Google's ad engines can target them more effectively?  I'd been adding people fluidly to circles within in my Google+ account, when the thought struck me: what if this is just the way that Google has determined that for free they can improve the quality of their data mines, with well-categorized email addresses/contacts?

I know this is crazy talk, a la Mel Gibson's Conspiracy Theory (a great movie--but is it just that??), but how would one target this kind of event-arbitrage idea with a long-term trade (assuming Google+'s true identity isn't immediately revealed)?  I suggest something like the GOOG 2013 $260 Puts, which are roughly 1/2 the current price, at this moment selling at an Ask of about $2.90/contract.  If you've more cash in your account that I do (and I don't do margin), you may consider something closer to in-the-money like the GOOG 2013 $460 Puts, currently asking $42.10 per contract.

I personally think this is a crazy idea... but given the trend of Google slightly stepping away from it's original "do no evil" mantra, it's certainly not out of the realm of possibilities.

..TS.

Rimm is fair value play

I am very intrigued by the assumptions in the current market that Google's android and Apple's Iphone are going to monopolize the smart phone sector.

Research in Motion (RIMM) has fallen quit a bit lately. Their fair value target is $50.92, using Benjamin Graham's magic formula.

In the news today, RIMM is having their annual meeting to determine whether to replace the current chairmen & co-CEO's, Jim Balsillie and Mike Lazaridis.

Thursday, June 16, 2011

Will Facebook Make the RockMelt Browser Popular?

According to Wikipedia, RockMelt is a social media web browser. The project is backed by the Netscape founder Marc Andreessen.  It integrates a unique technique for surfing the web that focuses on Google Search Social Media, in particular Facebook and Twitter. RockMelt supports Windows and Mac OS X platforms. RockMelt is based on Google's open-source project Chromium.

You can download  it here. Need some help?

Just recently Facebook has collaborated with RockMelt on a new version of the socially savvy web browser.
TechCrunch says it’s been known unofficially as the Facebook browser.

Where does this leave Bing Search?
Microsoft has it's own deal with Facebook.
"Bing is surfacing in search results which Websites users' friends Liked.
Bing director Stefan Weitz told eWEEK those Websites will bubble to the top of search results. For example, friends who have "Liked" a recipe will have those Webpages surfaced in search results.
Bing will also retrieve information about users from Facebook on the search-results page, and even let users post Bing Shopping recommendations on their Facebook wall.
Moreover, the all-important Bing Bar also includes a universal "Like" button to let users tag any Website they prefer. RockMelt, it should be noted, has already taken a similar approach for its Web browser.
All of these Facebook integration perks are geared to give users personalized search results based on the opinions of their friends.
What this means, opined Duane Forrester, senior product manager with Bing's Webmaster Program, is that decisions can now be made not just with facts, but with the opinions of trusted friends. Forrester added:
"By integrating social signals from the social sphere, we can help guide searchers to the best results. If people feel something is worth calling out socially as "the best," it's obvious hearing their opinions at the time someone is scanning for search results can have an impact on click choices made by that individual searcher."


Google & Twitter have their own versions
Google has the +1 button which allows user to share search results.

TechCrunch continues
"Now, most socially savvy websites already include a “Follow us on Twitter” link, and it’s not exactly an arduous task to click on the link and then sign up to follow a company via the Twitter website. Still, the Follow button should make the process even simpler by not requiring readers to leave their current website"

Thursday, June 9, 2011

Cloud Computing and its life cycle

Cloud computing refers to the use of  data/software resources accessible via a external computer network, rather than from a local computer. Users or clients can perform a task, such as word processing, with a browser and with services provided from a cloud based vendor's computational resources.

Pros and Cons from a business perspective
According to Wikipedia, benefits from Cloud Computing are depicted below:
  • Agility improves with users' ability to rapidly and inexpensively re-provision technological infrastructure resources.
  • Application Programming Interface (API) accessibility to software that enables machines to interact with cloud software in the same way the user interface facilitates interaction between humans and computers. Cloud computing systems typically use REST-based APIs.
  • Cost is claimed to be greatly reduced and in a public cloud delivery model capital expenditure is converted to operational expenditure. This is purported to lower barriers to entry, as infrastructure is typically provided by a third-party and does not need to be purchased for one-time or infrequent intensive computing tasks. Pricing on a utility computing basis is fine-grained with usage-based options and fewer IT skills are required for implementation (in-house).
  • Device and location independence enable users to access systems using a web browser regardless of their location or what device they are using (e.g., PC, mobile phone). As infrastructure is off-site (typically provided by a third-party) and accessed via the Internet, users can connect from anywhere.
  • Multi-tenancy enables sharing of resources and costs across a large pool of users thus allowing for:
    • Centralization of infrastructure in locations with lower costs (such as real estate, electricity, etc.)
    • Peak-load capacity increases (users need not engineer for highest possible load-levels)
    • Utilization and efficiency improvements for systems that are often only 10–20% utilized.
  • Reliability is improved if multiple redundant sites are used, which makes well-designed cloud computing suitable for business continuity and disaster recovery.
  • Scalability via dynamic ("on-demand") provisioning of resources on a fine-grained, self-service basis near real-time, without users having to engineer for peak loads.
  • Performance is monitored, and consistent and loosely coupled architectures are constructed using web services as the system interface.
  • Security could improve due to centralization of data, increased security-focused resources, etc., but concerns can persist about loss of control over certain sensitive data, and the lack of security for stored kernels. Security is often as good as or better than under traditional systems, in part because providers are able to devote resources to solving security issues that many customers cannot afford. However, the complexity of security is greatly increased when data is distributed over a wider area or greater number of devices and in multi-tenant systems that are being shared by unrelated users. In addition, user access to security audit logs may be difficult or impossible. Private cloud installations are in part motivated by users' desire to retain control over the infrastructure and avoid losing control of information security.
  • Maintenance of cloud computing applications is easier, because they do not need to be installed on each user's computer. They are easier to support and to improve, as the changes reach the clients instantly.
A brief history of cloud computing can be found here.


Life Cycle Model
The technology adoption life cycle model describes the adoption or acceptance of a new product or innovation, according to the demographic and psychological characteristics of defined adopter groups. The process of adoption over time is typically illustrated as a classical normal distribution or bell curve. The model indicates that the first group of people to use a new product is called Innovators, followed by Early Adopters. Next come the early and late majority, and the last group to eventually adopt a product are called laggards.



A description of benefits and drawbacks of the technology adoption life cycle model can be found here.

New Stage for Cloud Computing
Cloud computing seems to have reached a new stage. Everyone is talking about how to incorporate cloud computing into their business plan. Google cloud is here to stay. Apple has come out with their iCloud and will also offer at least some of the services for free. We all make fun of the Microsoft "to the cloud" commercials.

It seems like the cloud idea is at least in the "early majority" phase, maybe further down the bell curve. How long will this last? I don't know, but the first test will be when a leading vendor is hacked and private corporate data is lost. Security, Privacy and Legal issues will arise. For many IT pros, the most important consideration for all cloud based services is that they have to depend on servers that someone else owns and controls.

Conclusion
Actually, the "Hybrid Cloud Model" will most likely prevail. A hybrid storage cloud uses a combination of public and private storage clouds. Hybrid storage clouds are often useful for archiving and backup functions, allowing local data to be replicated to a public cloud. HP, IBM, Oracle and VMware offer technology to help manage the complexities of performance, security and privacy.

Friday, June 3, 2011

All Eyes on Groupon IPO

[Guest post by TS]

The news hit the global wires Thursday afternoon, spreading faster than rumors through Dido's Carthage: Groupon to file IPO.

So many questions go whizzing through my mind: when will they price? whats the symbol? how shall I play this one? can I get pre-IPO shares? what does this mean for this new so-called tech bubble?

Whoa! hold on there, pardner. Slow down.  Don't get your britches in a bunch!  You have some time, so let's consider this.
  • First, as many have pointed out, it could be months before the actual IPO.  Looking at Linkedin's filings, five months elapsed between first filing and actual release to the secondary markets.
  • Second, you have a lot of research to do before you need to make a decision: news sources, the SEC's filing archive of Groupon's filings (source material!), asking your friends about their Groupon experiences, etc.
  • Third, can you even get shares, and if so, what is your personal risk profile and will it allow you to pursue shares?
Let me briefly address part 1 of the third bullet: do not seek pre-IPO shares, unless you like holding on for 180 days post-IPO due to the lock-up period. Brokers who provide pre-IPO shares to investors don't like it when the shares are sold instantly--doing so will likely deep-six your chances of getting future pre-IPO allotments. Instead, hold out for the first of the secondary market shares that trade on the day (morning) of the IPO. If you catch the secondary market at the sound of the starter pistol, your shares should be as inexpensive as any post-IPO shares can possibly be.

The second bullet point is very important: do your research.  Does this company have growing power?  Will the market reward them for a job well done (GOOG, anyone?) or will the shares plummet soon upon arrival? Is the company profitable, or look like they could be?  These, and many others, are questions you should be comfortable with discussing before plunking down cash on the barrelhead.

..TS.

Friday, May 20, 2011

Found this week - May 20, 2011

Business 101 quantitative analysis
SWOT analysis is a strategic planning method used to evaluate the Strengths, Weaknesses, Opportunities, and Threat.

Get a free SWOT pdf worksheet here.

3 alternatives to SWOT (h/t)

And More  (h/t):
What do you want to use the diagnostic tool for?
SWOT is a hybrid of an external and internal diagnostic, tools like PEST/ PESTLE and PRIMO-F are used as tools to populate the SWOT.


The actual origins to SWOT was SOFT, as the SWOT was said to miss the point by its originators.

Source(s):
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Fun with Google Translate

See More Google Translation Videos.....



Thursday, May 19, 2011

An Anonymous FB Conversation Re: LNKD


[guest post by TS]

AA: Linkedin opened at $83...WOW...After pricing at $45...and they themselves valuing themselves at $2.32 2 years ago...

BB: Oooo... somebody gonna make some money!

TS: hit high so far of 92...

AA: Insane...

CC: It's like 1999 all over again. I'm off to get myself some AOL, Enron, and Pet.com shares.

TS: ...or Linkedin, Groupon and Facebook? :-)

CC: Pretty much; we live in a far too litigious society that investing in companies that are basically data harvesters makes little sense in the long run.

TS: ah, but finding the nexus of packaging, branding, salesmanship and market conditions can make the difference between a betamax and a netflix... by that definition, google is just a data harvester, but jumping in on the day of their ipo was a shrewd crap-shoot...

CC: Re: Google...my mom worked for a Fortune 500 co. back in the late 90s-early 00s doing advertising and marketing. One day she got a call from a guy at Google try to sell them advertising, etc (way before Google was a known entity). She told them him that they weren't interested and good luck and that they should change the name of the company because it sounded silly. To this day, she still cringes.

AA: The Russian Google...I can't remember the name, is supposed to go on the market early next week...While the Chinese Facebook, RenRen (RENN), started at 19.50, went to 24 on May 4, when it IPO'd, and is now in the $13 dollar range...

TS: Yandex? http://www.reuters.com/article/2011/05/19/us-yandex-ipo-idUSTRE74I3P720110519