cross pond high tech
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Asymco's Horace Dediu comes with an interesting finding: "As Apple introduced a new set of revenue categories, the performance of its “minor” businesses has become clearer.
When seen this way, as a percent of total, iTunes begins to look increasingly as a viable “leg stool” upon which Apple rests. .../... Adding the Accessories business (which includes Apple TV and is showing in Orange above) these “other” businesses are already bigger than the Mac. Of course, content, software, accessories and services depend on a healthy device business, but the size of these ancillaries are beginning to be substantial and Apple’s ecosystem may begin to be valued more than just as an incentive to buy the devices. Indeed, if seen in isolation, iTunes+Accessories combined is a bigger business in terms of revenues than any of the other phone vendors except Samsung.
Philippe J DEWOST's insight:
I've always been convinced that high price tags make lot of room for viable accessories businesses & ecosystems 
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Let's call it Apple Store Magic Techdom
Philippe J DEWOST's insight:
Not the same average spend per visitor though...
Renaud Munier's comment,
February 13, 2013 9:35 AM
Maybe a new business model for Apple: let visitors pay the entrance to the Apple Stores:-)
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Nearly Half of All Cellular Traffic Will Be Off-loaded to Fixed or Wi-Fi Networks by 2017; 4G Expected to Support Nearly 10 Percent of All Mobile Connections by 2017
The expected steady increase in mobile traffic is partly due to continued strong growth in the number of mobile Internet connections (personal devices and machine-to-machine applications), which will exceed the world’s population (United Nations estimates 7.6 billion) by 2017. *An exabyte is a unit of information or computer storage equal to one quintillion bytes. The forecast’s annual run rate of 134 exabytes of mobile data traffic is equivalent to: 134 times all the Internet Protocol traffic (fixed and mobile) generated in the year 2000, or30 trillion images (e.g., via MMS or Instagram) — 10 images daily from each person on earth for one year, or3 trillion video clips (e.g., YouTube) — one video clip daily from each person on earth over one year.The projected 2012 to 2017 global mobile data traffic increase represents a compound annual growth rate of 66 percent. The incremental amount of traffic being added to the mobile Internet just between 2016 and 2017 is 3.7 exabytes per month, which is more than four times the estimated size of the entire mobile Internet in 2012 (885 petabytes per month). During the 2012 to 2017 forecast period, Cisco anticipates that global mobile data traffic will outpace global fixed data traffic by a factor of three. The following major trends are driving global mobile data traffic growth: More mobile users: By 2017, there will be 5.2 billion mobile users (up from 4.3 billion in 2012).More mobile connections: By 2017, there will be more than 10 billion mobile devices/connections, including more than 1.7 billion M2M connections (up from 7 billion total mobile devices and M2M connections in 2012).Faster mobile speeds: Average global mobile network speeds will increase seven-fold from 2012 (0.5 Mbps) to 2017 (3.9 Mbps).More mobile video: By 2017, mobile video will represent 66 percent of global mobile data traffic (up from 51 percent in 2012).
Philippe J DEWOST's insight:
We're talking 134 x the total amount of data carried by the internet in 2000
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It's split between Talent Solutions, which are tools for corporate recruiters, Marketing Solutions, which is advertising and job listings, and Premium subscriptions, which are sold to salespeople and job seekers to make connections.
Philippe J DEWOST's insight:
And I'm still not a premium member
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BlackBerry was up 15% on Feb 4th after it got a ringing endorsement from Bernstein Research. Bernstein slapped a $22 price target on the stock based mostly on the notion that investors don't fully appreciate how big the BlackBerry 10 launch will be.
The 15% jump is the just the latest in a series of big days for BlackBerry which was trading close to $6 at its lowest point recently.
But before people get too excited about Bernstein's note, or BlackBerry in general, take a look at this chart of Palm when it tried to resurrect its fortunes.
Philippe J DEWOST's insight:
Call it a "Pre"cedent as we say in french. BB aware !
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This agreement ends — temporarily — three months of difficult negotiations. Now comes the hard part. According to Google’s Eric Schmidt, the deal is built on two stages: “First, Google has agreed to create a €60 million Digital Publishing Innovation Fund to help support transformative digital publishing initiatives for French readers. Second, Google will deepen our partnership with French publishers to help increase their online revenues using our advertising technology.” As always, the devil lurks in the details, most of which will have to be ironed over the next two months. The €60m ($82m) fund will be provided by Google over a three-year period; it will be dedicated to new-media projects. About 150 websites members of the IPG association will be eligible for submission. The fund will be managed by a board of directors that will include representatives from the Press, from Google as well as independent experts. Specific rules are designed to prevent conflicts of interest. The fund will most likely be chaired by the Marc Schwartz, the mediator, also partner at the global audit firm Mazars (all parties praised him for his mediation and wish him to take the job).
Philippe J DEWOST's insight:
Good insight from Monday Note on this deal, and congrats to Marc Schwartz !
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"Apple, if it were just a media company, would be pretty fearsome. Its iTunes business is on pace to do $8 billion in annual revenues.
But, fund manager Eric Jackson at Forbes noted something interesting about iTunes this quarter. It was flat on a sequential basis, despite the fact that Apple added 75 million new iOS devices. iTunes revenue was $2.1 billion.
Over the last four quarters iTunes revenue is basically flat going from $1.9 billion to $2.1 billion. Meanwhile, iOS devices have gone from 365 million to 529 million, a significant jump. Pulling further back, as we did in this chart, over the last 11 quarters, iOS devices are up 5.3X, while iTunes is only up 2X."
Philippe J DEWOST's insight:
Bizarre, bizarre...
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A variety of the latest firewall, spam filter and VPN appliances sold by Campbell, Calif. based Barracuda Networks Inc. contain undocumented backdoor accounts, the company disclosed today. Worse still, while the backdoor accounts are apparently set up so that they would only be accessible from Internet addresses assigned to Barracuda, they are in fact accessible to potentially hundreds of other companies and network owners.
Viehböck found that the username “product” could be used to login and gain access to the device’s MySQL database (root@localhost) with no password, which he said would allow an attacker to add new users with administrative privileges to the appliances. SEC Consult found a password file containing a number of other accounts and hashed passwords, some of which were uncomplicated and could be cracked with little effort.
Philippe J DEWOST's insight:
Oops. Looks like some have been around for almost 10 years...
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"According to Comscore, it had almost 100 million worldwide visitors in December. What's particularly impressive about that huge number is that Tumblr only has 145 employees."
Philippe J DEWOST's insight:
lean management
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Le cru 2012 a été encore meilleur que le précédent à l’Office européen des brevets (OEB). L’organisme intergouvernemental regroupant 38 pays qui gère l’enregistrement...
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"Analyst Horace Dediu of Asymco has crunched the numbers on the iTunes Store—which now includes the original music service as well as the App Store and iBookstore. He concludes that it's a $12-billion-a-year business for Apple and the app developers, music labels, and TV and movie studios who sell through it.
Consider this: In its 2004 fiscal year, Apple pulled in a total of $8 billion in revenues."
Philippe J DEWOST's insight:
$12 Bn a year
Larry's comment,
January 11, 2013 1:57 PM
the total growth of Apple between 2004 and 2012 is astonishing ...
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A young battery startup called Imprint Energy has designed a new type of battery that uses zinc and can be screen printed. It’s innovation could enable entirely new types of wearable electronics.
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The link between Paris and Lyon is the first operational deployment of long-distance 400 Gbps wavelength fiber connectivity, with its first tester being France’s educational and research network, Renater.
Philippe J DEWOST's insight:
Fantastic bandwidth increase potential here, as also evidenced by the recent US move towards 1Gb/s FTTH. This should help us think out of the "100 Mb/s = 35€" french FTTH box IMHO
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Philippe J DEWOST's insight:
Context matters. Tempo AI finally rejuvenate a sleeping product category, who remembers webcalendar ?
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Here is the email I received earlier today. Like 1.999.999 other Linkedin members including Barack Obama (see infographic)
" Hi Philippe,
Recently, LinkedIn reached a new milestone: 200 million members. But this isn't just our achievement to celebrate — it's also yours. I want to personally thank you for being part of our community. Your journey is part of our journey, and we're delighted and humbled when we hear stories of how our members are using LinkedIn to connect, learn, and find opportunity.
All of us come to work each day focused on our shared mission of connecting the world's professionals to make them more productive and successful. We're excited to show you what's next. With sincere thanks, Deep Nishar Senior Vice President, Products & User Experience "
Philippe J DEWOST's insight:
Extremely proud and grateful until I realized that
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Take a look at how email officially clicked and has become a major part of our lives,consuming 28% of our workday.
Philippe J DEWOST's insight:
Above 40 your supposed to enter wisdom, aren't you ?
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According to Canaccord Genuity, Samsung and Apple have 103% of the smartphone market's profits. They are basically the only two companies making money manufacturing phones.
Philippe J DEWOST's insight:
it was "only" 2/3 rd 2 years ago, now almost everyone else is bleeding money.
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People can simultaneously identify the pitch and timing of a sound signal much more precisely than allowed by conventional linear analysis. That is the conclusion of a study of human subjects done by physicists in the US. The findings are not just of theoretical interest but could potentially lead to better software for speech recognition and sonar.
Human hearing is remarkably good at isolating sounds, allowing us to pick out individual voices in a crowded room, for example. However, the neural algorithms that our brains use to analyse sound are still not properly understood. Most researchers had assumed that the brain decomposes the signals and treats them as the sum of their parts – a process that can be likened to Fourier analysis, which decomposes an arbitrary waveform into pure sine waves.
Philippe J DEWOST's insight:
Humain Brain vs. Fourier + Gabor : 1-0
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Philippe J DEWOST's insight:
Global Warming: this is getting super hot !
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"In addition to connections, for carriers, jumping into cloud computing offerings can be a way to make additional revenue with services. “Many have stepped up to provide end-to-end cloud solutions,” DeCarlo pointed out. “Telecom companies have more than just the network; most also have significant data center infrastructures and deep expertise in virtualization. They can leverage this to create complete end-to-end cloud solutions, particularly in areas like IaaS.”
Indeed, there are opportunities available for carriers that decide to include cloud in their portfolio. DeCarlo highlighted that cloud services could give carriers more than just a source of replacement revenue for services whose margins are declining rapidly. “On-demand service can introduce a whole new set of prospects to the carrier’s services and open up new market growth sectors to the provider,” she said."
Philippe J DEWOST's insight:
and this time, we're not talking backdoors (see Barracuda's SSHGate)
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"There should be at least one community per state with 1Gbps Internet, to drive innovation, Genachowski said..."
Cities around the U.S. will have gigabit-speed Internet access by 2015 if the FCC's wishes come true.
All 50 states should have at least one community where consumers can get 1Gbps or faster Internet access by 2015, U.S. Federal Communications Commission Chairman Julius Genachowski said on Friday. Speaking at the U.S. Conference of Mayors Winter Meeting in Washington, D.C., he called the new push for fast networks the Gigabit City Challenge.
Gigabit-speed Internet access stimulates technology innovation and associated economic growth, Genachowski said. "The U.S. needs a critical mass of gigabit communities nationwide so that innovators can develop next-generation applications and services that will drive economic growth and global competitiveness," Genachowski said, according to an FCC press release. He cited Google's new network in Kansas City and a fiber network built by a local utility in Chattanooga, Tennessee, where he said Amazon.com and other companies have created more than 3,700 new jobs over the past three years.
Philippe J DEWOST's insight:
One order of magnitude
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Lors de la cérémonie des vœux de l'Afdel, Fleur Pellerin a confirmé la création d'une filière Big Data dans le cadre de Paris Capitale du numérique.
Philippe J DEWOST's insight:
Ça devient intéressant !
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A Russian company called Displair has brought its bizarre, wholly innovative vaporizing projector machine to this year's Consumer Electronics Show, and the gizmo is unlike anything else at the enormous tech convention: Basically, you can connect a touchscreen device to a projector, which puts out a touchable image of your device's screen onto a constantly misting wall of vaporized water. You can then interact with the device by running your finger on that wall of mist. It's a strange and totally innovative way to interact with a typical tablet or computer.
Philippe J DEWOST's insight:
Serious vaporware
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It's an incredible image that falls in the annals of both technology and aviation history as it's a 5MB hard drive being loaded onto a Pan Am plane in 1956. it weighs one ton. Although there's no details with the photo on how much this hulking monster of early computing costs or where it was heading, it's pretty safe to say it's a huge novelty for the crew, who look down in awe at the forklift and its load. Happily we have also advanced in our airline cargo technology.
Philippe J DEWOST's insight:
The "Big Data" term was definitely coined in the '50s ...
ManpowerGroup France's curator insight,
January 9, 2013 3:01 AM
Photo : un disque dur de 5 Mega en 1956... |
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