Wednesday, 26 January 2011 12:15

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

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.

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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...

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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. 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?

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. 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.

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 03:50

1 comment

  • Comment Link Onsen Thursday, 27 January 2011 05:40 posted by Onsen

    Recently, I wanted to buy a large screen TV to replace my 26" LCD. However, I found out that none of us watch TV either through the HD receptor or DVD player. Everyone in the family watches something through the Notebook, iPAD, iTouch, Galaxy S or my Nokia N900. Why? It is because the TV is not connected to the Internet. Being big is not necessary an advantage. Being connected and personal is the way to go. We have spent the last 5 years in developing an internet platform for corporate web-based portal to deal with all the stuff. It took us ages in order to convince companies to go to the web to conduct business. The problem is that we solved the problem of "connected" but not "personal". It has to be BOTH, connected and personal. With the coming high powered cell phone, our dream may come true.

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