Gus Kawasaki had asked me to check out Filmloop, but I haven’t had a chance to do that yet, and I am traveling for the next 4 weeks … if any of you would want to try the software and send me your feedback, that would be terrific … I am hearing good things about it.
Speaking of travel, I will probably be writing considerably less for a good chunk of the next 4 weeks, so if any of my readers have interesting thoughts to share, I would love to get a hand from you, in keeping the content refreshed.
For some portion of my trip, I will have email access, and I can post stuff. For about 10 days in the middle, we’re going to be in very remote places, and I don’t plan to access the Internet at all. I will, however, write with a nice ink pen, in my beautiful journal, and some of that writing, I will publish here when I get back.
I miss writing with a nice pen, on beautiful paper, in magical settings … something I used to do often, until I traded in my allocated pen-and-paper journal writing time for this Blog.
In return, I now have you – my readers.
You give something, to get something, I guess!
Without getting into the argument of whether this will affect Google, Yahoo or Microsoft’s Search Businesses, I do want to write about the impact of isolating the “engine” out, so that developers all around the world can create applications on it. If there is developer uptake, then it would be safe to assume that Google, Yahoo and Microsoft will follow suit, and also open up their engines to the developer community.
I have always been a big fan of application-specific search engines, whereby, you can constrain the domain of the search, manage the taxonomies of the results, and synthesize information into digestable formats. Today, I submit, that Google is not very “digestable” except for very simple searches.
Okay, example. I spent a few years of my life on a Search Engine application called Prospectminer. Our positioning was An Application for Sales Lead Generation and Qualification. This application had a built in crawler that could search the web for B-to-B sales leads (Suspects, not Prospects or Leads, really), and facilitate the qualification process.
If I were designing this application today, I would probably use an engine such as Alexa (or Google, if they opened it up), and offer it as a web service. We were working on the project in 1998, before the era of web services. We had all sorts of Prospecting tricks programmed into this app, and used learning algorithms and NLP algorithms to augment the pure web crawling that a crawler would achieve.
I would like to hear from other readers who have ideas for / experience with such applications. I believe, the developer community ought to be able to do a lot of very creative and interesting things with such an engine, and some of these ideas could be viable new businesses.
I will suggest some other such apps to try your hands at, if you wish as well …
This is a harbinger of what’s to come.
I have been on the phone with a Linksys agent for the past 3 hours trying to configure our fourth computer onto the wireless network in the house. To describe this as a royal pain, would be a gross understatement. We’re not done, now I have to get on the phone with Dell, to debug how the TCP/IP got mucked up.
I want a Geek Squad guy on house call to show up here right now and deal with this nonsense. And if you consider the fact that I am a Computer Scientist, how do mere mortals feel?
How, I keep asking, how, just how, would home networking attain ubiquity?
Best Buy doesn’t break out its service revenue, which includes the Geek Squad and the installation of home theaters, appliances, vehicle audio and video equipment and service centers. The Geek Squad’s computer-support service dovetails perfectly with Best Buy’s strategy of being customer-oriented.
Customers absolutely need it!
This year, Philips has been bumped off the top 10 global semiconductor vendors list. They need a break-out strategy. The bet is on a $10-$12 Mobile TV module for the US market, hoping that Mobile TV will be a standard feature in 10%-20% of the cellular phones by 2008 (1.2 Billion Handsets).
Philips has been sampling the system-in-package (SIP) device since the summer to the top six mobile handset vendors. TI and ST have plans of releasing Mobile TV modules as well, but Philips’ product is the only one currently in the market. A single package solution from one supplier is attractive to handset vendors, because it offers better logistics.
Low power operation is also a key requirement for TV-on-mobile solutions. The Philips SIP, together with the TV tuner and the demodulator, consumes less than 50 mW of power in DVB-H mode, consuming 300 mW in continuous mode. It currently comes in a small module package measuring 15 by 25 by 2 mm, shrinking next year to 9 by 9 by 2 mm.
DVB-H is not the only mobile TV broadcast standard being pitched to the cell phone industry in the U.S. Qualcomm, promoting its proprietary mobile TV technology called MediaFLO, announced that Verizon will provide real-time mobile video over the MediaFLO multicasting network.
How quickly mobile TV services catch on as a popular feature remains to be seen, but mobile content is getting a lot of attention in the venture circles as well.
Besides, in every dimension of the digital content industry, there are changes happening, and it is perfectly legitimate for Philips to hope that some of these trends will come in their direction. After all, Samsung, Intel, AMD (via Spansion), & Hynix have all gained tremendously from the iPod driven demand for Flash Memory.
Starbucks won America’s heart over the last 15 years.
These days, however, I see a new breed of venues that catch my attention. This week, Anneke invited me to Samovar Tea Lounge @ Sanchez and 18th, in San Francisco. Great ambience, a nice selection of specialty teas from Darjeelings to Assams to Oolongs to Green Teas to Herbals … Last weekend, we stopped by at Teavana, a new Tea & Tea Accessories store at Stanford Shopping Center. Then there is www.specialteas.com on the web.
Entrepreneur Magazine recently did a story on some of the hottest business ideas for small businesses, and Tea was at the top of that list.
Incidentally, we’re spending new years in a tea estate near Darjeeling, in the Himalayan foothills this year!
Well, what are you waiting for?
Howard Schultz built his coffee empire. Tea is all yours!
Electronic Arts, the largest PC games producer has just announced that it will acquire Jamdat, the leader in Mobile games for $680 Million.
Big price tag, endorsing the fastest growing segment of the gaming industry.
Jamdat’s revenue run rate will probably be about $75-$85 Million this year, assessing from their $54.6 Million cumulative revenues for the 3 quarters YTD. The premium that the market places on the deal is entirely due to strong growth rates (36-month growth rate of 240%; 12-month growth rate of 120%). In comparison, Electronic Arts has a 12-month growth rate of a meagre 5.8%.
Jamdat’s margins, however, are thin. Mobile game production is a very expensive process, with QA cycles that require testing on zillions of platforms. This is where, Vivek Paul, former Wipro chief who has joined EA’s broad this year, could add a lot of value. While it is very difficult to create original content for the US / European markets from India, testing for platform compatibility is a no-brainer for off-shoring economics.
Jamdat (JMDT) went public about a year back, in October 2004. Amongst last year’s IPO’s, another prime acquisition candidate is Blue Nile (NILE).
Yahoo announces VoIP service a la Skype at 50% less (1c a minute) … and with their IM penetration, Carrier relationships, etc., sits in a much better strategic position to capitalize on the market opportunity than eBAY. Rajiv Dutta just made a bad career move out of the CFO job at eBAY, to take on the role of President of Skype, based in Luxembourg.
Yes, eBAY needed / needs a breakout strategy, but buying Skype just wasn’t it.
It is supremely important, however, for eBAY to figure out what that strategy is, ASAP.
Hint: I would look for data mining talents and see what kinds of data-related services the market has appetite for.
My readers, what ideas do you have??