This is the 3rd part of my overview of the Mobile Computing wars currently being fought between those companies that I see as the front runners: Apple, Google and Microsoft. Please reference the first two in the series - “There Is Another Paradigm Shift Coming in Technology and Media: Apple, Microsoft and Google Know its Winner Takes All” and "The Mobile Computing and Content Wars: Part 2, the Google Response to the Paradigm Shift” - before moving on. This piece is more of a backgrounder on what Apple actually is, for many do not realize it is one of the first, if not the first technology companies to actual transcend being a vendor of computing devices and services. If you are well versed in Apple's offerings (or at least you think you are), you may want to move on to the next part of the series. For all others, please read on...

Apple literally defines the story of the comeback kid. Returning from the brink of literal collapse, Steve Jobs after being ousted by upper management and the board, returned to guide Apple into becoming a literal powerhouse of consumer computing and lifestyle. Make no mistake about it; Apple is currently as much a lifestyle company as it is a computing company. Apple products are a statement to be seen with, as much as device to be used. The strong emphasis on the high end minimalist, yet highly prolific design is endemic not just in their computing and media products but their storefronts as well. The Apple retail outlets are proof positive of such...

The Apple store on Fifth Avenue in NYC, across from Central Park and FAO Scwhartz – arguably the most prestigious retail real estate in the world – not to mention one of the most prestigious minimalist designs for a technology storefront!

Published in BoomBustBlog

More on the Creatively Destructive Pace of Technology Innovation and the Paradigm Shift known as the Mobile Computing Wars!

  1. There Is Another Paradigm Shift Coming in Technology and Media: Apple, Microsoft and Google Know its Winner Takes All
  2. The Mobile Computing and Content Wars: Part 2, the Google Response to the Paradigm Shift
  3. An Introduction to How Apple Apple Will Compete With the Google/Android Onslaught
  4. This article should drive the point home: 
  5. A First in the Mainstream Media: Apple’s Flagship Product Loses In a Comparison Review to HTC’s Google-Powered Phone
  6. After Getting a Glimpse of the New Windows Phone 7 Functionality, RIMM is Looking More Like a Short Play
  7. RIM Smart Phone Market Share, RIP?
  8. Android is gaining preference as the long-term choice of application developers
  9. A Glimpse of the BoomBustBlog Internal Discussion Concerning the Fate of Apple
  10. Math and the Pace of Smart Phone Innovation May Take a Byte Out of Apple’s (Short-lived?) Dominance
  11. Apple on the Margin
  12. RIM Smart Phone Market Share, RIP?
  13. Motorola, the Company That INVENTED the Cellphone is Trying to Uninvent the iPad With Android
  14. Android Now Outselling iOS? Explaining the Game of Chess That Google Plays in the Smart Phone Space
  15. More of the Android Onslaught: Increasing Handset Revenues and Growth
  16. The BoomBustBlog Multivariate Research in Motion Valuation Model: Ready for Download
Published in BoomBustBlog
Saturday, 10 July 2010 11:47

A Quick History of Google

Here is a quick 3 minute video to put the information that I posted yesterday on Google into perspective. I strongly suggest all take the time to watch it and post comments afterward the section below the video.

03:15

I will be posting the Apple analysis, or at least portions of it followed by Microsoft. Subscribers should expect a strategic forensic report to makes sense of the investment opportunities shortly thereafter. For those that need to get up to speed:

Published in BoomBustBlog

This is an excerpt from part two of a multi-part series on the companies vying for dominance during the 3rd major paradigm shift in personal and enterprise technology over the last 30 years. This one will be a biggie (not smalls) and promises to create an investment behemoth out of the winner and relegate the losers to relatively niche markets. This is saying a lot considering the size of the companies participating in the battle for the pole position. I created this series to provide a truly objective, truly informed, and truly analytical (from an empirical perspective) knowledge source on this very important intersection in personal computing and distributed media. This series will end with a full BoomBustBlog style forensic report on the company we feel has the most to gain from these wars from an investor's perspective. Those who are not familiar with my hard-edged, yet objective analytical work should reference past performance and media appearances for a quick background.

It is imperative that readers first review “There Is Another Paradigm Shift Coming in Technology and Media: Apple, Microsoft and Google Know its Winner Takes All” before moving on so as to get a thorough background as to what is at stake, who the players are, and what mobile technologies are being released into the consumer and enterprise realm. This is a lengthy, meaty, objective and information packed post that was initially intended to go out to subscribers only (click here to subscribe to our research services). I welcome you to compare it to the research you find available from technology, financial and strategic advisory firms, including and particularly Goldman Sachs (click here to see what I mean, then return to this point to continue reading) and let me know whose analysis is more accurate, in depth and thorough (not to mention less expensive).

GOOGLE, INC

Summary

Despite an increasing proportionate share of licensing and other revenues, advertising will apparently continue to drive Google’s revenues in the medium-to-long term. The Company’s dominant share in the search engine market is expected to be maintained, with other competitors failing to gain the operative, technological and strategic influence to deter its pace of ad revenue growth. Of late, the Company has been initiating to broaden its revenue base as is evident from some of the recent and planned launches of newer products and services funded through revenues generated by its online ad programs

Google’s next major launches – Chrome web browser (production version), Google Chrome OS and Google TV – (expected by the end of 2010) are expected by analysts to fare much better than its Nexus One phone. However, uncertainties over consumer acceptance, pricing and technological edge of newer services offerings over competing products in the market are making it quite difficult to gauge the near-term financial impact of these launches. I would like to make it known that it appears nearly all of the financial analysts and many of the technology analysts fail to grasp the gist of Google’s phone strategy. The Nexus One was a proof of concept, proven in the market place by HTC’s Evo, which (one month after being released) is constantly sold out in nearly all retail outlets, Sprint stores, indirect retails stores, and the Sprint.com site itself. It is also the first phone that is widely accepted as not only being a credible threat to the IPhone but actually superior to the IPhone as well. It should not be lost on anyone that the IPhone is what has driven the stellar burst in Apple’s revenues, profits and mindshare over the last three years. To that end, the Nexus One, and more aptly the open sourced Android OS has proven to be a raging success.

Published in BoomBustBlog

With the cult-like adherence to Everything Apple, cultivated by the viral marketing engine that is Apple, it is very, very difficult to get objective comparisons and reviews of practically anything in a product category that Apple is present in. Yes, even the stalwart geeky tech site's have bitten the Apple, so to speak. Cnet, Wired, etc. are so Apple biased as to be borderline embarrassing. I know they report on what (and how whatever) brings the page views, but come on fellas!!! BoomBustblog thrives because it tells the truth in the financial and economic space, not matter how unpopular or controversial. Is it time to open up a BoomBustBlog, Technology edition????

What this abject bias does, despite irritating the hell out of those of us who are not plugged into the Matrix, is mask the exciting technical revolution that is occurring due to the intense competition borne from the weakening of the Wintel hegemony, the advent of a slew of new technologies across the telecomm, media, semiconductor and software industries and the new business models cropping up as the world finally embraces the World Wide Web as an actual permanent and primary platform for basic business, social and economic transactions.

This post will surmise the qualitative aspects of the companies and products listed below. I will follow up with full forensic analyses of not only the companies, but the business model and market share potential of each, as well as a thorough valuation scenario analysis. One of these companies will probably take over portable computing, and I think it will pay to hitch onto the right one. The next Microsoft is in the making. Hey, Microsoft may even be the next Microsoft. Don't sleep on them, although it does appear that they have been asleep themselves. We won't know until the Windows Mobile 7 OS is released. I recommend all who are interested in this tech, media or investments send the link to this article around the web, for it is one of the few (if not the only) truly unbiased reviews of the products that compete with Apple in the ultra portable and handheld space.

An Overview of the New Windows to the Web

376 - blog

From the top left hand corner, clockwise: The Amazon Kindle 2, Asus EEE PC, Apple IPad, Archos 5 Internet tablet, HTC Touch Pro2, Apple Itouch 3rd Generation, Archos 9 Internet Tablet, Sony Vaio. The paper under the Apple product is a testament to the viral marketing ability of Apple. My son did not want his ITouch to touch the floor!!!

Published in BoomBustBlog

The Creatively Destructive Pace of Technology Innovation and the Paradigm Shift known as the Mobile Computing Wars!

  1. There Is Another Paradigm Shift Coming in Technology and Media: Apple, Microsoft and Google Know its Winner Takes All
  2. The Mobile Computing and Content Wars: Part 2, the Google Response to the Paradigm Shift
  3. An Introduction to How Apple Apple Will Compete With the Google/Android Onslaught
  4. This article should drive the point home: 
  5. A First in the Mainstream Media: Apple’s Flagship Product Loses In a Comparison Review to HTC’s Google-Powered Phone
  6. After Getting a Glimpse of the New Windows Phone 7 Functionality, RIMM is Looking More Like a Short Play
  7. RIM Smart Phone Market Share, RIP?
  8. Android is gaining preference as the long-term choice of application developers
  9. A Glimpse of the BoomBustBlog Internal Discussion Concerning the Fate of Apple
  10. Math and the Pace of Smart Phone Innovation May Take a Byte Out of Apple’s (Short-lived?) Dominance
  11. Apple on the Margin
  12. RIM Smart Phone Market Share, RIP?
  13. Motorola, the Company That INVENTED the Cellphone is Trying to Uninvent the iPad With Android
  14. Android Now Outselling iOS? Explaining the Game of Chess That Google Plays in the Smart Phone Space
  15. More of the Android Onslaught: Increasing Handset Revenues and Growth
  16. The BoomBustBlog Multivariate Research in Motion Valuation Model: Ready for Download
  17. The Complete, 63 pg Google Forensic Valuation is Available for Download
  18. iSuppli Continues to Validate BoomBustBlog’s Original Thesis: Android as the Viral Game Changer!
  19. BoomBustBlog Research Hits Another One Out the Park! Google up nearly 10% after hours, true blowout earnings unlike JPM
  20. As I Warned in June, DO NOT DISCOUNT Microsoft in This Mobile Computing War! Their Marketing Campaign is PURE GENIUS! and it Appears as if the Phone Ain’t Bad Either
  21. Reggie Middleton Wasn’t the ONLY Openly Apple Bear in the Blogoshpere, Was He?
Published in BoomBustBlog
Monday, 03 August 2009 01:00

Anecdotal thoughts for discussion

We are already back in a bubble, literally months after popping the last one...

  1. China is using stimulus steriods to pump up manufacturing through lending, literally recreating the bubble that brought down the west, thier major trading partners. Bank asset and loan quality, corporate balance sheet stabiity and real asset valuations are bound to suffer as a result. The question is when will it be apparent. The Chinese government was never known for its freedom of speech and transparency policies.
  2. The US equity markets are out of control, rebounding from a slump that was caused by problems that still exist. Yes, the goverment headed off calamity by laxing many of the symptoms, but the root causes are still embedded in banks' balance sheets. See FASB tries to close Pandora's box for ideas of what my happen next or see "The Great Global Macro Experiment, Revisited" for why this cycle (in bullets one and two, here) must go on and on despite everyone knowing the inevitable conclusion.
Published in BoomBustBlog
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