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Wednesday, 26 January 2011 17:15

The Future of the Mobile Computing Wars: Contiguous Rich Client Computing!

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Contiguous Rich Client Computing: The ability to perform normal, daily computing tasks that include:

  • 3 dimensional, full HD media production and consumption,
  • full, high  optics including still and HD video in 3D,
  • productivity tasks via Office suites,
  • real time multimedia collaboration aka videoconferencing,
  • the ability to store, retrieve and transfer data at the terabyte level, wirelessly and quickly
  • the ability to seamlessly transfer computing sessions and states from device to device, ex. from cell phone to notebook to desktop to large screen monitor

... all in a device the size of a 4.5 inch, 5 oz. cell phone. Sounds delicious right? Sounds like tasty pie in the sky? Well, its quite possible, and it is what the major manufacturers should be working on right now. Let's run through a quick history of the last 20 years  of that tasty pie in the sky. Please expand to full screen.

[youtube reZyBuawR4k]

For those of you who believe the power consumption to be an issue that holds this tech back, there are entrepeneurs following Nicola Tessla's 100 year old lead to come to the rescue. See this demo of wireless oscillating magnetic fields power trasnsfer: charging your device without batteries or wires...

[youtube y1GqNN2Xe7g]

Now, with that education in hand, let's see where we stand as of last quarter in terms of smart phone market share. Below is the professional level subscription mobile  OS model representing the 3rd quarter 2010 results. I have made the model available to the public temporarily to test the embedded Google spreadsheets. Be sure to click the tabs, scrolling to the left to imbibe to the fullest extent the considerable amount of information available in the small window below. Feedback is welcomed, of course.

[iframe https://spreadsheets.google.com/pub?key=0Ai5WJsM3KjltdGJKRkVRbGdod05pNnlxRW14SU9tTXc&hl=en&output=html&widget=true 600 450]

A full, unbiased Apple forensic analysis will be on it way soon. In the meantime, subscribers should reference our the BoomBustBlog subscription document, file icon Google Final Report for the full valuation and analysis. There is a tutorial posted to get the full benefit of the tools that we have offered for Google in Navigating BoomBustBlog Subscription Material To Find The Google Valuation Drilldown. Google’s share price has increased substantially since our initial posts and research on it and as such careful attention to valuation should come into play. I will attempt to release a proprietary option model to assist in illustrating sample longer term trades by next week. As excerpted, from the afore-linked post:

Page 57 of the analysis shows a sensitivity table which outlines the various scenarios that can come into play and how it will change our outlook and valuation opinion.

Professional/institutional subscribers can actually access a subset of the model that we used to create the sensitivity analysis above to plug in their own assumptions in case they somehow disagree with our assumptions or view points. Click here for the model: Google Valuation Model (pro and institutional). Click here to subscribe or upgrade.

Google 4th Quarter Performance: Strong Performance, & Better Yet Healthy Investment Into The Business

The iPhone Consumer Appliance vs Andriod As The Ubiquitous Computer: A Step by Step Guide To The Ultimate iPhone Killer!

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. Don’t Count Microsoft Out of the Ultra-Mobile Computing Wars Just Yet
  5. This article should drive the point home: An iPhone 4 Recall Will Hurt Apple More By Opening Additional Opportunity for Android Devices Than Increased Expenses
  6. A First in the Mainstream Media: Apple’s Flagship Product Loses In a Comparison Review to HTC’s Google-Powered Phone
  7. After Getting a Glimpse of the New Windows Phone 7 Functionality, RIMM is Looking More Like a Short Play
  8. RIM Smart Phone Market Share, RIP?
  9. Android is gaining preference as the long-term choice of application developers
  10. A Glimpse of the BoomBustBlog Internal Discussion Concerning the Fate of Apple
  11. Math and the Pace of Smart Phone Innovation May Take a Byte Out of Apple’s (Short-lived?) Dominance
  12. Apple on the Margin
  13. RIM Smart Phone Market Share, RIP?
  14. Motorola, the Company That INVENTED the Cellphone is Trying to Uninvent the iPad With Android
  15. Android Now Outselling iOS? Explaining the Game of Chess That Google Plays in the Smart Phone Space
  16. There Goes Those Fancy eBook Aspirations from Apple, Barnes and Noble, and Amazon: 100,000’s of FREE eBooks from the Public Library
  17. How Google is Looking to Cut Apple’s Margin and How the Sell Side of Wall Street Will Enable This Without Sheeple Investor’s Having a Clue
  18. Empirical Evidence of Android Eating Apple!
  19. More of the Android Onslaught: Increasing Handset Revenues and Growth
  20. Many More Black Eyes for the Blackberry? A Complete Forensic Analysis of Research in Motion
  21. The BoomBustBlog Multivariate Research in Motion Valuation Model: Ready for Download
  22. The Complete, 63 pg Google Forensic Valuation is Available for Download
  23. iSuppli Continues to Validate BoomBustBlog’s Original Thesis: Android as the Viral Game Changer!
  24. BoomBustBlog Research Hits Another One Out the Park! Google up nearly 10% after hours, true blowout earnings unlike JPM
  25. 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
  26. Reggie Middleton Wasn’t the ONLY Openly Apple Bear in the Blogoshpere, Was He?

Reggie Middleton on Research in Motion

  1. There Is Another Paradigm Shift Coming in Technology and Media: Apple, Microsoft and Google Know its Winner Takes All
  2. After Getting a Glimpse of the New Windows Phone 7 Functionality, RIMM is Looking More Like a Short Play
  3. RIM Smart Phone Market Share, RIP?
  4. Android is gaining preference as the long-term choice of application developers
  5. RIM Smart Phone Market Share, RIP?
  6. Many More Black Eyes for the Blackberry? A Complete Forensic Analysis of Research in Motion
  7. The BoomBustBlog Multivariate Research in Motion Valuation Model: Ready for Download

The following are subscriber downloads and illustrations. Please click here to subscribe or to upgrade your subscription.

  • File Icon RIMM Forensic Analysis and Valuation – Professional & Institutional: a 45 page analysis of RIMM, it’s strengths, weaknesses and prospects and probably the most thorough valuation that I know of concerning this company.
  • File Icon RIMM Forensic Analysis and Valuation – Retail: a 10 page abridged version for my retail clients, containing all that you need to know including the market scenario valuation analysis (see Many More Black Eyes for the Blackberry? A Complete Forensic Analysis of Research in Motion for more information).
  • File Icon Smartphone Market Model – Blog Download Version: the interactive smart phone market analysis and penetration model, includes data for HTC, Apple, Nokia and Research in Motion
  • File Icon RIMM Multivariate Valuation Mode: the big Kahuna, for professional and institutional subscribers only. Please review the following overview of the model.

Blackberries Lost More Market Share Than We Bearishly Anticipated While RIMM’s Share Price Spikes: Is It Time To Revisit the Bear Thesis? Thursday, January 20th, 2011

Last modified on Monday, 04 July 2011 07:50
Tagged under
  • technology
  • Questions from Reggie to Ask YOUR Advisor
  • Current Affairs
  • Research
  • Strategy

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    I like ARMH as well, but as you said... 80x+ trailing PE. Even if you ...
    16.05.13 10:15
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    In my humble view, ARMH is a better bet and stock risk now is overall ...
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    If everyone was on board instead of being consumed in themselves they ...
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    Buy precious metals and physically HOLD it. :-)
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