Showing posts with label Cloud computing. Show all posts
Showing posts with label Cloud computing. Show all posts

Thursday, February 28, 2019

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Wednesday, December 13, 2017

Investing Trends And Technologies To Watch

At the Insider Buying Report, we are the investing trends we are watching:

We look for nanocap companies that either have breakthrough technology or could play a role in one of the following trends.

1. Artificial Intelligence
2. Cloud Computing
3. Big Data or Data Mining
4. Autonomous Vehicles
5. Cybersecurity
6. Internet of Things
7. Automation or Robotics
8. Next Gen TV Cord Cutting
9. OLED organic light emitting diodes
10. Satellite Wifi
11. 5G
12. Genetics
13. On Demand Workers
14. Blockchain
15. Cryptocurrency
16 Online Privacy
17. Trump Tax Bill
18. Marijuana

We also are on the lookout for companies that have revolutionary or breakthrough technology.

Saturday, December 31, 2016

Why Apple Is Overvalued And Destined For Hard Times




Yes, we love Apple and their products...but they are still thinking "local" and it is going to cost them dearly.

From the ability to carry around all of our music IN the iPod to the neat way of running applications ON our phone, Apple has clearly nailed this strategy...

However, this is their downfall.

Content and computing are shifting from being ON the device to IN the cloud and when your business depends on selling high end consumer devices, that is going to be a very big problem going forward.

Adding a camera was a pretty big step for the mobile phone. Then the creation of the app store and all of the wonderful things you could now do with a phone, was a boom for many people/industries.

Where are we going?

It is called cloud computing because the computing is done on the cloud, not the device. The applications and content will be accessed and run in the cloud and not on the device.

So when you're selling a phone for $800, when YOUR COST is $200, but the true cost of just the hardware is $25, that's a very problem for your business.

Apple, and others, should look very closely at Google and their Chromebook to see where the future is headed. The number one selling laptop isn't a laptop at all, it's simply a connection to the cloud.

Indeed Microsoft sees the future and thinks it can give the Chromebook a run for its money with the recently announced partnership with Qualcomm

The next "must have" mobile phone will be a "cloud phone", or something very similar to Chromebook capability in a mobile phone size. A simple device, costing under $100 that just accesses the cloud for your content and applications. You drop it or it gets stolen, no big deal. The battery life will be days now that unnecessary applications dont need to be running constantly. The bandwidth used will shrink (telecoms will love).

I can have access to IBM's Watson and high powered graphics, there is NO point in keeping the computing on the device any more.

The days of different app stores will be a thing of the past and Apple's iTunes gold mine will end fast. Why do I need to download the Facebook app from several stores for different devices? App stores are just glorified browsers and who pays for those?

In 2007 I discussed how Apple could introduce an iTunes browser and become an ecommerce powerhouse, Amazon beat them to it.

In 2010, I stated how Apple could turn their iTunes into the "killer platform" and be a cloud pioneer, but they sacrificed future for device revenue.

The shift from websites to apps that run websites fragmented many industries..that all changes. One app that runs on all devices. Period.

Kodak didn't see the shift from analog to digital. Apple isn't seeing the shift from local to the cloud.



Thursday, September 08, 2016

Apple Kills Headphone Jack But Fails To See Real Trend




Hey Apple,

The future of audio may be wireless, but the future of computing is on the cloud, not the device.

Apple's decision to remove the headphone jack, "diminutive legacy port", in new iPhone is definitely a  step ahead of the crowd and will force even more sales to another new consumer Apple product (Lightning Ear Pods and adapter).


Apple is arguing that the future of audio is wireless, that the world’s current assumptions about mobile audio are not only antiquated, but worthy of immediate abandonment.

 
But right now that future comes with a price: You’ve got to leave behind the perfectly good headphones you own and you’ve got to purchase the new wireless ones as an iPhone accessory.

Don't get me wrong, Apple makes great products but they are behind the curve when it comes to the future of computing. The rapid sales growth of the Chromebook is showing us, the cloud computing shift is already taking place.
 
When the functions on the device (Siri, pinch zoom, camera etc) can be used with the computing power (and content) from the cloud, your disruption takes place. The operating system will be the cloud, not on the device..so what will the new iPhone or Samsung Note really be?..just some metal and glass. I dont think you will see many consumers paying $700 for some metal and plastic.

I dont see consumers paying $700 for that.

Thursday, February 09, 2012

Google's Drive Threatens Dropbox



For a stock to be a Big Stock,  it MUST have a competitive advantage.

I call these companies "Me toos". If any company can enter a space this easily, you don't have a competitive advantage.

There are other companies that have a competitive advantage in the cloud computing wave, find out how to spot them (How To Find Big Stocks)


From Wall St Journal Google Near Launch of Cloud Service 

The Google service, which is expected to launch in the coming weeks or months, will be free for most consumers and businesses
Like Dropbox, Google's storage service, called Drive, is a response to the growth of Internet-connected mobile devices like smartphones and tablets and the rise of "cloud computing," or storing files online so that they can be retrieved from multiple devices, these people said

Drive allows people to store photos, documents and videos on Google's servers so that they could be accessible from any Web-connected device and allows them to easily share the files with others, these people said. If a person wants to email a video shot from a smartphone, for instance, he can upload it to the Web through the Drive mobile app and email people a link to the video rather than a bulky file.


The tool that turned $10,000 into $2,800,000 in 2 years. HowToFindBigStocks.com Follow Me on Pinterest

Wednesday, December 21, 2011

Investing Trends To Watch And How To Find The Big Stocks In Them

 Any successful investor will tell you that they made their money by spotting trends and the companies with the competitive advantage in them.

It's not hard to do..if you know what to look for.

I discuss how to spot trends and how to find the companies that will play key roles in them in my book How To Find Big Stocks. I also show you how to use a tool in the Internet to spot them. This is the same tool that helped turn $10k into $2.8m in two years.



Here are some investing waves I am watching.

Cloud Computing (posts on cloud computing)

 The days of both storing content and processing on the computer are over. Storing content on the cloud offers access from any device anywhere.

Processing is also done on the Cloud too. Think about using Microsoft Word (on your PC) versus using Google Docs (on the cloud).

The tower/PC are being phased out. Soon it will just be a keyboard and a display. Lots of companies will be created and destroyed with this wave.


Internet TV/ TV Commerce (posts on TV Commerce)
When the TV becomes Internet enabled, it will compete with the PC. It will turn into another ecommerce platform. When YouTube allows 30 minute videos it will compete directly with TV viewing.

I highlight one chapter in the book to this trend. As an example of what I am looking for..technology that insert hyperlinks on objects in a video.

Personalized  Medicine (posts on Personalized Medicine)
The days of one pill treats all are over too. Mapping the human genome will enable a pill to treat your condition based on your genetic structure.

A combination of several blockbuster drugs coming off patent and personalized medicine have the big drug companies worried. There are several ways to play this investing trend. I show you what to look for.


Internet of Things/Physical World Connection (posts on Physical World Connection)

When a physical object can be linked to the Net for information, we see Physical World Connection. That can include taking a picture of a barcode with a camera phone, scanning an RFID tag with a phone. Any time a physical object has a physical world hyperlink that can link a computing device to the Internet.

Intellectual Property..the new asset (posts on Intellectual Property)

Patents and ways to monetize them, represent a huge investable wave coming. Having a patent and monetizing are two separate things.
(excerpt from the book)
The new “manufacturing” is digital. Information and software are representing a larger percentage of our G.D.P. than physical goods. With the click of a mouse,
a new good can be created and shipped. The Internet is the new manufacturing and distribution system.


Telematics

"Controlling" a physical object through the Internet is becoming very disruptive. From starting a car from a remote location to monitoring semiconductor equipment from across the globe. Maintaining contact and enabling control over a physical object anywhere in the world thru the Net will create lots of investing opportunities. 

3d Printing (posts on 3d Printing)


Quick replication of objects that are created by software could kickstart the US manufacturing economy.

Privacy/Digital Content Ownership (privacy posts)

With every click of your mouse, you are creating some type of digital fingerprint that is being used by many companies. Those fingerprints cant be erased. It;s as simple as clicking on a webpage and a cookie is placed on your PC to uploading a picture with the GPS coordinates on it.
The "like" button on Facebook, or the "share this" icon on almost every webpage is changing privacy. Brands are using your image to promote their products. Your "likes" are being used to generate revenue.

Also, the ease of replication and distribution of digital content is creating a nightmare for copyright owners. Digital watermarking and tracking will soon become a big business. As more content is stored online (on the cloud) protecting it will become a priority.

Speech Recognition

Voice replaces the keyboard for the phone, tablet and TV.

Motion Technology

The Kinect and Wii are adding another dimension to computing. Look for more applications using motion as the input.

IPV6

The Internet is running out of IP addresses. IPV6 Internet Protocol version 6 will provide EVERY device  with their own IP address. The days of anonymity are over.

Connected Homes/Mini Cell Tower

More devices connected to the Net inside the home will require a more powerful router. This next generation router will connect all devices (tablet, refridgerator, cell phone). Watch femtocell and picocell companies.

HTML5

The days of updates and plugins required may soon be over. A new standard for online media is coming. Java's days may be limited.

NFC/Mobile Payments

Near field communications, chips inside your mobile will turn it into a "wallet" that with a swipe near a NFC reader registers your purchase. The days of credit cards may soon be over when they can be stored and swiped with your cell phone.

Pharmaceutical Acquisitions..Blockbuster Drugs are over

As more blockbuster drugs come off patent and the trend for personal medicine grows, drug companies are going to back to their Phase 3 trials to look for drugs that can help smaller populations. Genetic database companies and RNAi players are ones to watch as acquisition candidates.

WiFi 2.0 or the Hypernet 

Hotspot 2.0 is an industry initiative that will use 802.11u to provide seamless automatic Wi-Fi authentication and handoff, allowing mobile users to roam between the networks without additional authentication 







 I turned $10k into $2.8m in 2 years with the tool in this book. HowToFindBigStocks.com

Friday, July 22, 2011

Move Over Bill And Andy, Steve Is Now Leading


 This week marked a tipping point in the world domination of technology leadership. For years Microsoft's Windows and Intel's chips, known as "WinTel", represented the "Gorillas" in the technology space. These 2 companies had the key enabling technology for the PC industry. Their market caps combined MSFT (220B) and INTC (120B) equal $340B.

Think about how many "computers" have that Apple logo..iPods, iPads, MacBooks etc. Each one of those represents a new PC. Now consider all of those PCs have an Apple operating system inside too.

As the PC went mobile, a new leader emerged, Apple. When Apple announced their earnings this week their share price appreciated enough as their market capitalization exceeded $350B.

 Apple, sitting on $76B cash, is now worth more than Microsoft and Intel combined. A new leader has emerged.

What I see next:

As computing shifts from the device to the cloud, a new leader will emerge. There will be a new gorilla. The "power" of processing will take place on some server miles away from your device. Google's Chromebook and its 8 second bootup and limited software programs will be the new norm.

Content on your device will shift to being stored on the cloud. Gaining access to it will be CRITICAL, there's the area I would watch. Devices will rely on Net connections now more than ever. Access and security will play key roles going forward.

Microsoft, Intel and Cisco, once the "Kings of Tech" have fallen. We are witnessing the next generation of technology.








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Friday, June 10, 2011

Biggest Creation Of Wealth In History Of Business

That headline got your attention.

Seeking Alpha has a nice summary cloud computing phenomenon.

According to analysts, this investment opportunity will dwarf the internet and tech boom of the 90s.

the cloud could literally eliminate the need for personal computers. The cloud and its applications will most likely make handheld smartphones the computers for the vast majority of the world.

I am compiling a list of my nanocap (under $100m mkt cap) cloud computing plays.

More on cloud computing.





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Wednesday, March 03, 2010

Could Apple Trigger The Cloud Computing Boom?


cloud computing
A major transformation took place when computing power moved from the PC/phone to the Internet.

The PC used to be the device that did the work and used the Net to deliver it. Now, the PC, iPod, cellphone are merely connection devices and the Net does the "work".

An example. Your home phone probably has a built in answering machine which jacked up the price for your phone. When the power goes out, so does the time and your recorded message. Your local phone company offers voicemail as a service option. For x amount a month they record and store your messages. Your phone no longer does the "work", your local phone company's server does.

This transformation is called "cloud computing" and it has disrupted the personal computing industry.

Consumers are maxing out their iPods and other digital devices. The next place to store their stuff is in the cloud.

I said a while back that Apple is sitting on a goldmine with iTunes.

iTunes could be a mobile commerce platform

Apple could introduce and iTunes browser.

iTunes represents a killer platform, it's only fitting that they lead the way to consumer cloud computing.

From C/Net Apple to store video in the cloud

By cramming digital songs, videos, and all manner of software applications on computers and handheld devices, there's some indication that consumers are maxing out hard drives, particularly on smaller mobile devices. That has led to speculation among Apple watchers that some consumers might slow their purchasing of new content, if they have nowhere to easily put it.


Now imagine being able to access ALL of your digital content from ANY device, regardless of your location? That is what Apple wants to do. Think of one password protected site that allows you to retrieve and play ANY of your digital content on ANY device....that is iTunes cloud computing.


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Tuesday, January 05, 2010

When Does Mobile Go To The Cloud?




Haven't we seen this before?

The shift went from the device to the Internet.


The PC used to be the device that did the work and used the Net to deliver it. Now, the PC is merely a connection device and the Net does the work. This transformation is called "cloud computing" and disrupted the personal computing industry.

We face that same transformation again, only this time it is with the mobile phone.

The mobile phone's initial function was to process voice communications. Text messages, email, web surfing came along and the mobile phone became more of a data processor.

As the mobile phone gets even "smart"(er) and there are more applications to load on it, at what point do all of these applications overload the mobile phone's processing power?

At what point will the applications be on the Net, instead of on the phone? Will it occur when mobile phones have true broadband capability and connection issues are no longer a factor?




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Tuesday, August 19, 2008

Cloud Computing...Evolutionary Or Revolutionary?

Cloud computing
ZDNet has a great story that asks Is The Enterprise Ready For Cloud Computing?

Some snippets from the story.

Cloud Computing is the most disruptive technology that has come along in a very long time.

Respected technology analysts say it will be bigger than e-Business and it’s potentially a quarter of a trillion dollar market. So, is Cloud Computing a revolution or an evolution?

If you woke up in the morning and read in the Wall Street Journal that an eCommerce company like Overstock.com had stopped using the USPS, UPS, FedEx, DHL, etc. to deliver their goods and, instead, leased airport hubs all over the world, bought a fleet of jets and bought thousands of trucks and started delivering the stuff themselves, you’d think they were out of their minds.

So, why is it not equally insane for financial services companies, health care institutions, manufacturing companies, bio-tech companies, pharmaceutical giants, etc. to be spending a billion dollars or much more every year on information technology infrastructure?

run those applications on massively scalable infrastructure that scales up and down dynamically as needed, using resources on demand, always there when needed and only paying for what is consumed

A Cloud infrastructure done right, behind the corporate firewall, enables the enterprise to run their data centers as metered utilities.