S1 and Fundtech, The Latest Bank Tech Consolidation
July 14, 2011
CORRECT: Fundtech Agrees To S1 Merger In Deal That Values Co At $318 Million | online.wsj.com
Clearly, bigger is an advantage for bank tech providers. With Fiserv and FIS as the two 800 pound gorillas, the small and mid-tier players need to successfully consolidate to thrive. There is probably room for a third gorilla, and not many good reasons for keeping around the small chimps.
Microsoft on-demand exchange having stability problems
May 22, 2011
Exchange Online has downtime problems again | www.computerworld.com
Microsoft's move into the cloud is far behind other on-demand mail services such as Google and yahoo. Will these stability issues give Google's email and calendar programs for corporations a chance to take over?
Strong Storage Growth for the Professional Media and Entertainment Industry
May 16, 2011
A new report on digital storage for the professional media and entertainment industry projects strong growth driven by higher resolution stereoscopic content as well as new channels for content distribution and the increasing digitization of historical analog content. 5.6X storage capacity growth and 1.7X revenue growth are expected between 2011 and 2016.
Seagate Mobile Storage for the iPad and other Apple Mobile OS devices
May 16, 2011
Seagate Technology introduced its GoFlex Satellite Mobile Wireless Storage device offering 500 GB storage capacity through a WiFi connection. The battery powered external hard drive allows users to take up to 500 GB of content with them and access it from their iPad, iPhone or other wireless iOS device. The product release is planned for July 2011. Technology originally developed for DAVE several years ago finally finds a market where it fills a need.
SanDisk Acquires Pliant in Continuation of Record Storage Acquisition Season
May 16, 2011
Sandisk agreed to acquire Pliant Technology for about $327M. SanDisk is most known for its consumer products although the company has offered several SSD products over the last decade. Pliant is a startup company founded by HDD industry veterans and has made a name for itself in the enterprise SSD space. The acquisition continues the trend of storage company mergers that have changed the landscape of the industry in the last 3 months.
People do not pay for Radio, TV, or digital newspapers
May 7, 2011
8 in 10 Won’t Pay for Online Daily Newspaper | www.marketingcharts.com
There are plenty of business models where the content is given away. If digital newspapers attract enough readers, then they will also attract enough advertizers.
Ma Bell to AT&T, "the consumer rules the new economy".
April 30, 2011
Ma Bell Stifled Innovation, AT&T May Do the Same | uk.ibtimes.com
When Ma Bell ruled the phone lines, most products were developed for businesses first and only later small versions were done for consumers. Today, it is the opposite. Products are built for consumers first and only later developed for businesses. This change is so significant that it will be difficult for even AT&T to stifle creativity.
HDD Suppliers Now Down to Three
April 20, 2011
Seagate and Samsung announced that Seagate would acquire Samsung’s HDD business for $1.38 B. In addition to the HDD business Seagate ensures supply of flash memory for its hybrid HDDs and enterprise storage business. Samsung gets 10% ownership of Seagate and a seat on the board. Samsung also gets HDDs from Seagate to meet its product needs.
Amazon makes the money on the reader software - Not hardware
April 19, 2011
The Kindle is an iPad Accessory, And That's Why It's Still Going to Be Huge | www.businessinsider.com
People own Kindles and iPads. The great thing is that you can read kindle books on your ipad with the kindle reader. Amazon has been smart to focus on the content and the software that runs on the kindle. If they make it run on all the tablet platforms, then it could be a solution like Microsoft office is to productivity tools.
My intellectual property creation is not manageable
April 18, 2011
With all of the recent new applications being developed for the tablet (iPad is my case), the ability to track company Intellectual property is getting more difficult and protecting these assets is nearly impossible. Yet IT is challenged with maintaining corporate assets with regards to digital information.
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011