Tag Archives: Activation

Illustrating the Connected Devices Dynamics

January 21, 2010 – 6:02 PM

Paying homage to Mary Meeker (i.e.: Morgan Stanley), The Wachowski Brothers (i.e.: the Matrix) and Om Malik (i.e.: Giga OM), we designed the attached poster which captures the essence of this space. We hope you enjoy it and in case you figure out who “Neo” is, let us know. We have some clues. Click here [...]

By Omar Tellez | Posted in Uncategorized | Also tagged , | Comments (0)

A Disruptive Change in the Value Chain; Looking at the Forest Not the Trees

January 11, 2010 – 9:33 AM

CES 2010 – Las Vegas, NV

A day does not go by at CES without a new connected device being launched and the analyst community having a feast on its feature/ functionality comparison vis-à-vis other benchmarks (i.e.: Kindle vs. Nook vs. Que; Acer Aspire vs. Asus Eee; iPhone vs. Nexus One).

Like many others, in the recent Nexus One case, Mossberg and Pogue dived into a feature-by-feature comparison and drilled down on minutia such as the capacity of user accessible memory of these new connected devices (yawn – who cares?) . It is surprising that few if any journalists/analysts (Frommer excluded) have highlighted the enormous and disruptive shift that the value chain buy flow is experiencing and the implications it will have in the broader ecosystem.

What is Changing?

By Omar Tellez | Posted in Uncategorized | Also tagged , | Comments (0)

It’s a Brave New World for Connected Devices

December 9, 2009 – 5:54 PM

Billions and billions of connected devices will flow into the marketplace by 2014 according to ABI Research. These include everything from laptops and netbooks to e-readers, portable navigation devices, mobile media players, gaming devices and digital cameras. Anything that is electronic will likely have an IP address that will require some kind of activation and [...]

By Omar Tellez | Posted in Uncategorized | Also tagged , , , , , , | Comments (1)