Amazon Versus Apple..Which Offers Greater Upside?

Many people mocked Jeff Bezos and his Internet vision, heck he even looks and acts kind of funny. However, this November he will be regarded as a visionary.

Amazon created a one stop ecommerce shop for any type of merchandise and made it simple to buy with their one click technology. They opted to stay away from the music side and focus on books with the Kindle (hardware).

The ad supported version of Kindle, when idle, will display the Amazon Local Deals. Amazon found a way to "push" these deals...am I the only tired of getting endless groupon type emails?

So Amazon is really the first group buying player with their own piece of hardware..sorry Groupon you can't compete with this. Amazon already knows my billing info and I can easily one click to buy the latest deal.

If Amazon's Local Deals is anything like their Kindle Content, or Selling Platform, they just created one of the most effective ways for a small business to broadcast their daily deal.

I wouldnt be surprised to see Amazon create a secondary market for group deals too.

Now Amazon will be launching their own tablet, the Amazon Tablet for $250 Kindle Fire for $199 (and it's on pace to outsell the iPad and iPad2) in November...it may not kill the iPad sales, but it will sure take a good chunk of their marketshare away.


Amazon is valued at $100B, approximately one third of Apple's $300B.

Apple has done a fantastic job of selling digital content and hardware that supports it..but here's what they missed.

Four years ago I said that Apple needed to find a way to diversify the content/merchandise offered on iTunes. They have a one click purchase portal and use it for more than digital content.

Which company do you think offers greater upside?

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Patent Play Stocks

With the surge of acquisitions in the intellectual property space, I have created a list of publicly traded companies with patents that might be classified as disruptive.

In my book, How To Find Big Stocks, I discuss how intellectual property is the new "raw material" for the U.S. economy and the Internet is the new manufacturing and distribution system.

I give you a tool that spots waves and Big Stocks in them.

The How To Find Big Stocks Newsletter highlights companies we feel are poised to turn into Big Stocks.

Patents and ways to monetize them, represent a huge investable wave coming.

How To Find Big Stocks

Intellectual Property Stocks

In the book, I highlight another wave, that is projected to be even bigger than the Internet, which created fortunes for many. There are two companies in this list that will play a key role in this massive investable wave.



8X8 8X8 Inc VOIP

ACTG Acacia Research patent monetizing (discovered under $3)

ACUR Acura Pharmaceuticals drug abuse deterrent formulation

ADMP Adamis Pharma cancer vaccine

AKAM Akamai internet conferencing

ARWR Arrowhead Research proprietary RNAi delivery platform

ASTC  Astrotech unique method to drive a mass spectrometer ion trap used for chemical detection and identification. (see subsidiary 1st Detect) www.1stdetect.com)

AUGT AugMe Technologies(formerly MDVX) mobile advertising mobile device content rendering (discovered under $2)

AVOI Advanced Voice Recongition voice recognition

AXK Accelr8 rapid DNA and protein diagnostics

BDCM Broadcast Marketing Group (acquisition of LoCatl) GPS tracking

BKYI BIO Key fingerprint identification software

BMOD BioModa cancer detection in liquids

BOCX BioCurex caner marker

BSGC Bigstring recallable, trackable, erasable and secure email

BCYP Blue Calypso "Method and System for Peer-to-Peer Advertising Between Mobile Communication Devices"

CELO Ceelox biometrically enable encryption

CIGX Star Scientific tobacco curing toxin reduction

CLYW Calypso Wireless ASNAP seamless switching cell to wifi/satellite (discovered under .05)

CMEY cMoney mobile money transfer

CMPD Compumed   tele-monitoring imaging and analysis

CRDS CrossRoads virtualization IP

CYPW Cyclone Power Technologies all fuel clean tech engine

DDD 3D Systems stereolithography technology 3D printing

DDDG Digital Domain Media Group  3D technology

DMRC Digimarc digital watermarking media content identification 

DSNY Destiny Media Technologies (1) watermarking, tracking digital content
enables content owners to trace back the source of pirated content.(2) patent filed for renders video to web browsers on all computers and devices, including mobile, without requiring advance support or permission from that device or manufacturer (discovered at .35)

EDIG eDigital flash memory

EGHT  8x8 Inc. voice and video communications, signaling, processing and storage technologies.

FCSC Fibrocell Science autologous personal cell therapy

GENE Genetic Technologies junk DNA/genomic mapping and method of treating cancer (discovered under $1)

GEVO Gevo converting an ethanol producing yest into an isobutanol producing one

GGOX GigOptix fiberoptic component Thin Film on Polymer

GNLK GeneLink  proprietary DNA assessments linked to personalized nutrition, skincare and wellness applications and products

GOJO GraphOn server based application publishing and Web enabling software solutions

HDVY Health Discovery Corp support vector machine (SVM) pattern recognition and machine learning worldwide (lots of applications)

HSSC Homeland Security Corp cyber security storage

IDCC Interdigital (discovered under $5)

IDN Intellicheck Mobilisa ID reading technology market,  mobile devices that are capable of reading barcodes, magnetic stripes, RFID and OCR codes printed on current forms of ID cards

IDSY ID Systems access control for remote mobile assets (auto and luggage tracking)

IMUC ImmunoCellular the method of delivery and the composition of the six antigens in ICT-107 that include TRP-2, MAGE-1, HER-2, IL-13 receptor a2, gp100 and AIM-2.

IMMR Immersion haptics/sensing technology

IPAS iPass multiple patents focused on Wi-Fi settlement, network authentication, policy-based device authentication,

ITNS Itonis Holdings electro-magnetic frequency technologies that enable the ability to magnetize carbon, salt, and silver

KBLB Kraft Biocraft Lab spider silk

LIQT LiqTech silicon carbide membrane filter (ceramic membrane) technology..reverse osmosis, liquid and gaseous filtration 

LMLP LML Payment Systems electronic check conversion transactions

LOCM Local.com 1. keyword specific ad referrals based on user input via operator, SMS, WAP or voice
2.a geographical web search system that retrieves an initial webpage with a link to a related second webpage. Geographical or local information from the second webpage is detected and associated with the first webpage in order to create an index of webpages associated with the geographical information

LQMT LiquidMetal revolutionary patented alloys

LUDG Ludwig Enterprises converts unused digital TV spectrum into a high quality subscriber-specific radio service with multiple audio channels;  patented technology utilizes a “carousel” that interleaves information streams in a repeating pattern for inclusion into a digital video broadcast (Digital TV: also known as HD TV), allowing Ludwig’s data carousel to deliver multiple dynamic digital audio programs, not just one

LWLG Lightwave Logic electro optical device

MAKO Mako Surgical haptics for robotic surgery

MAXD MaxSound audio to high definition

MCVE MacroSolve mobile information collection systems across all wireless networks, smart phones, tablets, and rugged mobile devices, regardless of carrier and manufacturer.

MGT MGT Capital algorithmic calculation of anomalies in medical images for use in cancer detection (12 issued 19 pending)..5/12 acquired Steven Brandstetter's gaming patent claiming $500m in lost revenue from Ballys and IGT 

MIPS MIPS Technologies home entertainment processor

MITK Mitek Systems mobile phone scan image (discovered under $1)

MFON CommerceTel Corp process of translating legacy telephone numbering system to next generation Internet-based  (IP) addressing. SMS, MMS and Voice networks will need to license the patent for phone number to IP address translations.

MMTIF Micromem  MRAM IP dating back to 1992

MRNA Marina Biotech RNAi

MVIS Microvision pico projection, MEMS and display technology

NEI Network Engines digital fingerprint for physical, virtual cloud

NEOM Neomedia resolving a machine readable identifier (barcode, RFID tag, voice) and providing link

 to Net

NEON "slide to unlock" touchscreen technology

NLST Netlist Rank Multiplication and Load Reduction Technologies (cloud memory)

NMGC NeoMagic  array processing and other technology

NSSI Network 1 Security power over ethernet "remote power patent"

NUAN Nuance Dragon's speech to text IP

NUVA NuVasive spine fusion devices

OPTI OPTI Inc various semiconductor IP (active litigant)

OPWV OpenWave Systems smartphone connection to Net

OTIV On Track Innovations  over 100 issued patents and patent pending applications for near field communications (NFC)

PAMT Parametric Sound directional beam of sound

PANL Universal Display organic light emitting diode
 (OLED)

PBTH Prolor Biotech  the production and manufacturing processes used for hGH-CTP (human growth hormone)

PCO Pendrell  1300 patents covering 3G and 4G wireless technologies, ecommerce, mobile applications, video delivery and security.

PRKR ParkerVision RF receivers

PTSC Patriot Scientific co-owner of Moore
Microprocessor portfolio

PYN.V or PNYTF Poynt mobile content delivery/geofencing "mobile Groupon" (discovered under .03)

QTMM Quantum Materials dots and solar cell processing

ROSG Rosetta Genomics microRNA personalized medicine

RTGV RTG Ventures define and tag media content

RPXC RPX Corp patent defense

SCIE SpectraScience optical biopsy method to determine if tissue is normal, precancerous or cancerous

SCRA SecureAlert interactive electronic and GPS monitoring solutions for criminal offenders

SEFE SEFE Inc  proprietary detection system, which enables the Company to target the most desirable areas for harnessing maximum atmospheric electricity

SGMO  Sangamo Biosciences  zinc finger technology..key for gene therapy

SITO Single Touch Systems streaming and routing media patent portfolio that covers the storage, management,
routing, analytics, and billing of media and advertisements
sent to a mobile device over a cellular network

SKVI SkinVisible polymer drug delivery system

TGAL Tegal Systems nanolayer deposition technology

TISA Top Image Systems mobile remote deposit capture technology (patent pending)

TIVO TiVO Internet to TV (TV Commerce Wave I discuss in book)

TRID Trident Microsystems digital set top box

TROV Trovagene transrenal DNA and RNA (diagnosing cancer through urine)

TSYS Telecommunications Systems SMS/LBS

UNIS Unilife injectable drug delivery

VHC VirnetX 4G uniquely positioned (discovered under $2)

VPLM Voip-Pal through acquisition of Digifonica Galbratar varied VoIP patent portfolio containing revolutionary proprietary digital voice technologies


 VRNG Vringo enables a user to select media content to be played on a friend's mobile device and vice versa (video ringtones)

VRSEF Verisante skin cancer detection

VSCP Virtualscopics CT imaging solutions

WAVX Wave Systems trusted drives

WDDD Worlds Inc System and Method for Enabling Users to Interact in a Virtual Space" and has additional continuation claims in process before the U.S Patent & Trademark Office (USPTO). These patents relate to computer architecture for three-dimensional graphical multi-user interactive virtual world systems

WGAT Worldgate video telephony

WILN WiLan wifi portfolio

WLGC WordLogic predictive text

XXII 22nd Century Group modifying nicotine


If you know a company with disruptive intellectual property, add comment or email me.


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Mortage Default Notices Could Signal Bottoming Of Housing Crisis

It's hard to value a home when you dont know what the true supply of homes for sale in the are is.

Looks like we will be getting closer to finding out that figure.

Mortgage default notices surge

Delays in processing have artificially lowered the foreclosure numbers over the past year, so this new surge is likely addressing loans that have been long delinquent, but unaddressed.




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Infinite Store For Only $10 A Month From Bitcasa

 Is this for real?


 Your entire hard drive(s) storage for $10 a month.

Bitcasa


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A New Moore's Law

Energy, not speed, is the new metric in technology.

Koomey's Law more important than Moore's Law? If the computing is now taking place on the cloud, does speed of processor matter any more?

Or is battery life of device connected (not speed) take priority?


Energy replaces speed for technology growth performance.






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How To Find Big Stocks book launched.

The tool that turned $10,000 into $2,800,000 in 2 years is highlighted in the book How To Find Big Stocks

This is the same tool that spotted GENE under $1 and MITK under $1 and many more.I show you how to create this tool for yourself.

I show you how to find stocks that have the potential to return over 1000%. How to spot disruptive technology.

I also discuss 3 big waves coming and the one wave that will create more millionaires than the Internet. What you need to start looking for so you dont miss this massive wealth changing wave.

After reading the book I guarantee you that you will be ahead of the investing curve AND have a tool that helps spot monster stocks.

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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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Augme Buys Mobile Barcode Player Jag Tag

Cisco predicted 50 billion "things" will be connected to Net by 2020. The "Internet of Things" is definitely a trend to watch.

A barcode represents a URL to a camera phone, or a physical world hyperlink. Any physical object can now be linked to the Internet.

JagTag, one of the companies on my Physical World Connection list, was acquired by Augme today.

(the Physical World Connection list should provide some additional acquisition candidates)

More thoughts on Physical World Connection here.








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Will This Be The Final Curtain For Newspapers?

I just saw a TV ad for CouponSuzy. A site that lets you print out coupons from your favorite consumer goods.

They also offer a Daily Deal section too.

What I am wondering is this.

How much revenue do the coupons generate for local newspapers?

If you can get the same coupons online (from a plethora of coupon sites), does this stick a fork in the local newspaper?


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Cognitive Vision From The Pondering Primate

 The overall theme I saw this week. Major disruption ahead for the wireless provider industry.


Facebook users can chat through Skype link
Does this make Microsoft a player again?

The possibilities for this partnership are huge. How does this impact mobile phone providers?

Google in talks to buy Hulu. link
I am wondering if Google's ownership of YouTube will prevent this from happening. A video monopoly? Largest media could get a lot bigger.

WiFi hotspots represent the new cell network link
Mobile carriers should be concerned. Technology that let cell calls seamlessly switch from cell to hotspot should be huge.

A rare earth discovery in Japan could ease supply issues link


Justin Timberlake spends $35m to buy MySpace. link. Imagine what he could do with a membership of 135 million members. Change the name of the site and target a certain demographic or industry.

Something to ponder. Who really owns your data once you upload it to the cloud? link

Skype owns 50% of the VOIP market link

Digital currency the next go? link

Your privacy on Google will be gone on July 31 link
Does this allow them to share it now too?

Mobile payments and digital goods will dominate. link
Your mobile phone is slowly morphing into a wallet.

The end of unlimited data plans for mobile? link
The tipping point for VOIP services?What happens when video takes off?

A new high speed network link

Should wireless carriers be concerned?





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Will WiFi Hotspots Replace Cell Towers?

You may not realize it yet but your home will soon become a cell tower.

Every coffee shop, airport, book store, mall, stadium will have them too.

When a wi-fi router is added to a broadband Internet connection, it becomes a wireless broadband “cell tower”.

GigaOm discusses the future of the cell phone network saying the future of cellular service the Wi-Fi hotspot will have a starring role. link

The rapid increase of data being sent across the mobile network will force mobile carriers to push this traffic to a more efficient and faster highway, the wifi hotspot.

Technology that enables this has been called The Next Big Thing For Mobile

The easiest and most cost effective solution for wireless carriers to solve this upcoming bandwidth bottleneck is to enable a cellphone on their network to seamless switch to a wi-fi network when the signal is too weak or it becomes cost effective.

Most cell phones are equipped with the necessary hardware to do this, the only thing missing is the software.
 

Want to know the company that has this software?

Think about it, every router represents a personal cell tower. Cities dont want to build more towers so why not use the hundreds or thousands of "towers" already established.

I found the company with software that enables seamless switching across any frequency that I call the Wireless Wonder.

One of the most prestigious consulting companies in the world gave this company their "Technology of the Year Award" and called this patented wireless technology "revolutionary".

If you would like to see what this technology is and what company owns it, email me with subject line "Wireless Wonder"






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Pondering Primate Weekly Highlights

Government passes bill preventing online intellectual property theft link

Google's Schmidt talks about the next trillion dollar industry link

Google shuts down Google Heath and Power Meter link

The end of cheap labor in China link

3D Industry..dead on arrival? link

12 Brands expected to go bust in 2012 link

Microsoft tests Wi-Fi over TV spectrum link

"All you can watch" model coming to movie theaters link

Google now activates 500,000 Android devices a day link

Amazon starts ad network link

Microsoft acknowledges Google's cloud is big threat to their business link

Companies are creating their own in house social networks link

Wi-Fi technology could connect power grid link

Facebook's Project Spartan offers web based platform for apps link

Colleges turn to outsourcing instructors link

Groupon IPO valued at $30B and now Living Social IPO valued at $15B, if this isn't a bubble in this space, I dont know what is. These companies are commodities with NO barrier to entry. In fact Google and FaceBook are already starting.

California taxes online shoppers and Amazon bails. link (Huge rupt)





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California Taxes The Net...Amazon Bails

File this under "How dumb can you be?"

This is what I call a "rupt", a catalyst that leads to a big wave.

California now requiring all online retailers to start collecting taxes from California customers.

And the result?

Amazon and online retailer Overstock.com Inc. told thousands of California Internet marketing affiliates that they will stop paying commissions for referrals of so-called click-through customers


Beginning Friday, Amazon.com and other large out-of-state retailers will be required to collect sales taxes on purchases that their California customers make online.

The revenue California expects to generate from this tax($317m) will be minor compared to the jobs they lose and OTHER tax revenue lost from affiliate revenue.

A bankrupt state implementing anti-business idea....not surprising. There are much better ways to get that $317m than to jeopardize hundreds, if not thousands of jobs.

I see border states getting an influx of new "friends".











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Group Buying Industry Is Definitely A Bubble

Yes it's a bubble without a doubt.

File this under "Are You Kidding Me?"

Groupon IPO proposed valuation is $30B valuation, and today the valuation for Living Social IPO is $15B.

This entire space is a commodity with no barriers to entry.

The two largest media/social sites, Google and FaceBook have launched their own group buying initiatives.

Prediction: Groupon will not only the fastest company to generate $1b in revenues, but also to hit $1b in sales and go bankrupt.

Am I missing something?



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Weekly Highlights

Highlights for the week. Things that will make you ponder.


Apple, Intel and others bid for Nortel's patents link

The trove of 6,000 patents cover key swaths of the high-tech world, including Wi-Fi, social networking and a fourth-generation wireless technology now being deployed called LTE.


Largest Internet real estate agent (GoDaddy) getting bought out KKR to buy Godaddy Incidentally IPv6 launches ad ICANN introduce new suffix for domain names. A busy week for the Net.

Black babies outnumber white babies for first time Whites lose majority among babies
fast-growing younger ethnic populations that could reshape government policies

Google uses behavioral targeting for ads link

IPv6 launches. An IP address for every physical object link

Genetic breast cancer test launched Brevagen launches breast cancer test

FDA approves first autologous filler for wrinkles link

A "reverse Groupon" site launches link Does group buying change?

BestBuy enters cloud space for music. Can this turn around dying retailer? link

Amazon enters tablet space. How will they incorporate their "one click" buy technology? link

Digital camera industry gets disrupted link

Mobile apps replacing mobile websites. What does this do to hosting business? link

DARPA funds cyber attack technology link

ICANN to introduce new domain suffix. What does this do to cybersquatters and the search engine optimization biz? link





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The End Of The Internet..Or Just The Beginning?

Imagine every physical object being connected to the Net.

Soon every Internet-connected device anywhere in the world will have its own IP address.

This month's World IPv6 Day served as a test run for a protocol that should dramatically increase how many devices can be connected to the Internet.

The new protocol will be crucial if many more objects—including light bulbs, kitchen appliances, and environmental sensors—are to have IP addresses, connect to the Internet, and send and receive data.

The new system allows for around 340 trillion, trillion, trillion addresses—nearly 50 octillion for every person on earth.



From Tech Review The End of The Internet






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Breakthrough Technology That Will Make Digital Cameras Obsolete

“Lytro’s breakthrough technology will make conventional digital cameras obsolete,” Andreessen Horowitz general partner Marc Andreessen said in a statement.


Lytro

full story


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Are Tech Valuations Ready To Explode?

Ben Horowitz, a highly successful VC, says that major technology cycles generally last 25 years, with the "bulk of the purchases" happening the last 5-10 years as late adopters sign on.

Using this as a frame of reference he says we are "poised to hit the major adoption wave for the Internet technology platform over the next 8 years."

Others are looking at valuations of LinkedIn, Groupon, FaceBook and are warning of a Tech Bubble

full story

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T-Commerce..Television Commerce Coming

The television is the next display to become interactive and offer plenty of ecommerce opportunities. An Internet enabled TV allows a consumer to purchase an item featured in an ad or on a TV show.

What will be really important?.....targeted advertising. Once the Net comes to your TV, delivering targeted ads will be more important than ever.

What company or technology enables links within a video?..there's your goldmine.

TV Meets eCommerce

Internet connected TV's will drive new commerce opportunities called "t-Commerce" or commerce through the television.


If we consider how much the Internet changed PC's and drove new businesses, new experiences, and new levels of social interactions, it is only logical to assume that the same will be true with connected and smart TV's.




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Personalized Medicine Has Arrived

What is the next big thing after the Internet?

What is predicted to be one of the biggest transformational changes, finally arrived today.

Scientists look for the causes of diseases that in turn might lead to new drugs or diagnostic tests.

Mapping someone's genetic code to create personalized medicine.

The key thing to remember, using gene mapping to create personal medicine will not just treat a disease, but CURE it.

Personal Genome Map Solves Teen Illness

U.S. researchers are reporting one of the first examples where mapping someone's genetic code led to better treatment.

Doctors could not tell what was causing 14-year-old Alexis Beery's breathing problems.

Then scientists at Houston's Baylor College of Medicine discovered a gene flaw. That led to a new prescription that has her back to running track.

Want to know what company owns patents to over 95% of the genome?

If any company wants to breed a better tomato, design a better drug, or do ANY type of genomic mapping on ANY living organism using 95% of the genome, they will have to pay this company hidden from Wall St. a fee. Fortune 500 companies have already started to license the use of this database.

To find out who this company is, email me. (subject line 95% genome owner).




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What Happens To Utilities When Consumers Can Create Or Harness Their Own Power

Is the utility industry the next major industry to become extinct?

What happens to the power industry (utilities) when consumers are able to "create"/harness their own power?

The newspaper industry started to die as soon as TV branched out to more than 13 channels. The knockdown punch came when the Internet arrived. People had an infinite dynamic choices to get their news.

While there aren't an infinite amount of options for power (yet), solar and wind options will take away some of the utility industry's monopoly.


Brad Tirpak, Managing Partner at the private investment fund Locke Partners made the case that:


electric utilities are as woefully unprepared for the coming disruption of cheap, distributed solar power as newspapers were unprepared for the disruption of the internet in 2000

His conclusion?

Regulated utilities should be able to handle the imminent changes to the industry brought about by the implementation of solar energy and other renewable sources.

Electric Utilities Today Like Newspapers in 2000



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SPDY About To Make The Web A Lot Faster

How long does the average user give a website to load before leaving?

Welcome To A Faster Web

SPDY, a protocol Google revealed in late 2009, dramatically speeds up Web page loading by changing the way that browsers communicate with servers.

Website optimization company Strangeloop has built SPDY into its flagship product Site Optimizer, software that sits in between a website and its users, and adjusts the site's code to make pages load more quickly.

Strangeloop's customers will have the ability to turn the protocol on easily; in tests, the protocol has sped up websites by 10 to 20 percent.


More on SPDY here

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Has Interest In Facebook Peaked?

Just a blip or the start of something bigger?


Facebook sees big drop in traffic

"overall growth has been lower than normal for the second month straight"

"This is the first time the country has lost users in the past year"

Facebook shares have recently fallen in the private marketplace, even after LinkedIn's wildly successful IPO.

What is Facebook losing traffic to? Another networking site or is this just a typical summer (outside enjoying the day not sitting at a desk all day) normalcy?

Have people become inundated with the posts from hundreds of their "friends" and tuned out? Facebook is really like an RSS feed of your friends.Have people started to unsubscribe?

I have noticed a slowdown in my friend's posts on my Facebook feed for several months. I would love to see a chart of average number of "friends" each user has, and per each age group/sex. I think that would be a better stat.

As you get older, you realize time is a very precious commodity. Maybe people are doing some "friend" spring cleaning.





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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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New Messaging Applications From Apple And Google Threaten Carriers Cash Cow

Looks like one of the walls is coming down on the garden.

This week, Apple Inc. showed off an application that will allow iPhone and iPad owners to bypass carriers and send text messages over the Internet to other people with Apple devices.

Google Inc., whose Android software is the most popular operating system on smartphones, has also recently worked on a messaging application , a person familiar with the matter said.




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The End Of Moore's Law?

With the transformation of cloud computing coming and all of the "processing" to

take place on the Net, will PC speeds matter any more?

Or because it will take a while for the mobile phone to shift to cloud computing, will chip companies place their focus on making faster chips for mobile?



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Should CEOs Be Required To Get Certified?

You need a license to get married, practice law, drive a car, fly a plane and even go fishing.

A license is even required to sell securities(stocks) to the public. But there is NO requirement to run one of those companies.


In order to run a publicly traded corporation, the S.E.C should require some type of certification.

I am seeing too many CEOs that think they own the ship and have forgotten their job is to steer it.



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Internet Traffic To Grow 4 Fold In 4 Years

Cisco, in its fifth annual Visual Networking Index forecast, also said that the number of network-connected devices by 2015 will reach more than 15 billion, or about twice the world’s population.

Cisco says the increase in traffic from 2014 to 2015 alone will be 200 exabytes, more than the total IP traffic generated in 2010.

Some other staggering stats:

Mobile Internet traffic will increase 26x

Video traffic will increase 14x

The highlight of the article.... "Wi-Fi devices will for the first time use more bandwidth than wired devices in 2015"

"Wi-Fi will take up 46.2 percent of all IP traffic in 2015"

What companies and products will be winners/losers from this?

full story



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What Happens To Internet Traffic With iCloud Service?

What does Apple's iCloud service do to Internet traffic?




Cell providers are already pushed to their limits with the iPhone but the iCloud service could force them to offload traffic to WiFi networks.


iCloud, a service that means music, photos, and documents saved onto an Apple device will soon appear almost instantly on any other Apple product that a person owns.


(Here's the key part)
When an iCloud user takes a photo or saves a document with an Apple device, that file is instantly uploaded to iCloud over either Wi-Fi or the cellular network.

That person's other Apple devices then automatically download the file as soon as possible. That means someone taking a day trip can take photos on an iPhone and then flip through them on their iPad as soon as they return home.

Does that mean EVERY time you take a picture with your phone it automatically pushes it to iCloud?

As the cameras take higher resolution pics, the amount of data being sent will grow too.

Apple Puts The Cloud Into All Of Its Devices


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Groupon Gets Into Pawn Business

Apparently the founders of Groupon saw the writing on the wall and have backed the next big thing in ecommerce, pawn shops.

Lightbank run by the founders of Groupon led a round of financing for Pawngo

The Pawngo business model, as CEO Todd Hills explained it, is aimed at people who need between $1,500 and $15,000. They send in information about items they wish to pawn and Pawngo’s valuation lab in Denver returns an estimate within an hour.

How about creating or funding a site that provides a secondary market for groupons?

You have to wonder how valuable the Groupon email subscriber list is and what other "deals" they could offer.

Story from All Things Digital





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Recommended Reading..

Books For Pondering

I read a lot of books but these are the books that have torn pages and have provided much pondering.

Please suggest any you think should be added to the list.

Millionaire Fastlane  M.J. DeMarco (probably the best on the list for deciding on what kind of business to start)

Nail It then Scale It   Nathan Furr & Paul Ahlstrom (Once you found your idea, the necessary steps to grow rapidly)

How To Build A Billion Dollar App George Berkowski (all of the necessary steps for creating a successful app)

The 4-Hour Workweek

Probably the best book for the entrepreneur. Loads of great ways to build a business. This should be required reading for every college student.

Choose Yourself James Altucher (how to think of ideas for businesses)


Get Rich Click

If you want to make money online, this book is invaluable. Marc offers plenty of ways to use the Internet as a commerce platform. Required reading for ANYONE that owns a website.

Zero To One Peter Thiel Notes on startups, or how to build the future



The Gorilla Game Geoffrey Moore
Crossing The Chasm  Geoffrey Moore
Inside The Tornado  Geoffrey Moore

Trend Commandments

The Tipping Point
Malcolm Gladwell highlights how concepts and new technologies become accepted and the new norm.

Stock/Investing Books


 Trade Like An O'Neil Disciple

If you have ever wondered how some investors are able to generate 1000% plus percent returns, this is the book. Using William Oneil's CANSLIM guidance, this book shows you how to find your big winners (and big losers for shorting).

There is one rule in the book that I have used for years that MUST be followed. (email me if you want to know)

Insider Buy SuperStocks Jesse Stine

Trend Following Michael Covel

 ChangeWave 2.0

Ex FOX News anchor Tobin Smith (Bulls and Bears regular) highlights how to spot a "Changewave", or as others would call it, a trend. Like any wave, trying to ride it too early or late will be unsuccessful. The book also discusses how to determine how big a wave will be and how to find the companies involved. Want to spot the "next big thing"?..this book will show you how.

Misc.

Data and Goliath Bruce Schneir

The Third Wave Steve Case




What books have inspired you and should be required reading?

Google's ChromeBook...The End of the PC?

When Google launches their Chromebook it will disrupt the personal computing industry.

Why would anyone need a PC? You wont.

All of your data and computing will be on the "cloud", not on the PC. It will have NO programs, everything will be web based.

Do you know which industries and products will now face extinction when this device is introduced?

(Update Sept '11)
Coming soon..the end of the media player too. The company with the "playerless patent application" has some media players concerned.


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What Company Owns Patents To Over 98% Of The Genome?

A tiny company with patents to over 98% of the genome is riling the biotech world.


Some of the largest companies in the world have already started to sign licensing deals with them.


It can be called "enabling technology" for genomic mapping, and it represents a multi-billion dollar a year business.

If you would like to know what this company is, email us with subject "98% Genome Owner"

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Have a great idea? We Invest In Great Ideas

The Wireless Wonder...A 100 Bagger?

Years ago we identified the trend of mobile phones and barcodes connecting the physical world to the Net.

Another major trend is starting to take develop and we have discovered the company that owns the intellectual property that makes it happen.

This technology was found using the BigStockular (tool highlighted in the BigStock Book.

The are approximately 5 billion mobile phones in use today worldwide. As more phones become "smart" they will tax the current cell network's ability to provide a constant contact regardless of data size or location. There is one method that carriers are starting to implement and it utilizes an explosion of new mini "cell towers". One company has the technology and intellectual property that enables these new "cell towers" to be be utilized.

 Calypso Wireless  (CLYW)

This is a company we have been invested in since 2004. We knew the story could be very big one day. It appears the time is getting close. This is as high risk as they come, but the rewards could be life changing.


I am sure you know how valuable "handing off" a cell call is. When you're traveling your call is passed off to another cell tower so the call isn't dropped. The cell uses the same frequency as it is passed along to each tower.

The holy grail of mobile communications is maintaining a connection regardless of data size or location.

That will require a cell phone to automatically look for different frequencies to switch to when original signal is getting weak.

The proliferation of wifi hotspots have essentially created endless "cell towers" but they operate at a different frequency than a cell tower.

These multiplying "cell towers" are being used to "hand off" a cell call saving carriers a boatload of money (no need to buy/lease more cell towers and/or buy spectrum).

The ability to switch between cell tower and wi-fi (without user having to do anything) is the next big thing for mobile.

Calypso Wireless (CLYW) has the patent covering auto switching with cell, satellite and wifi any two different frequencies.

U.S. Patent 6,680,923
Calypso Wireless' patented ASNAP(TM) technology enables the seamless roaming of voice, video and data between Wide Area Network access points, such as cellular towers and short-range Internet access points (such as Wi-Fi, Bluetooth, etc).

ASNAP(TM) also enables greatly enhanced services such as broadband connectivity, real time two way video conferencing, VoIP and network-based gaming applications via Calypso's cellular phones, PDA's or any mobile device powered with ASNAP(TM).

ASNAP (white paper)

In addition, but not limited to the ASNAP(TM) patent, Calypso's holds the patent to the incredible technology which enables cellular phones and PDAs to convert any incoming text message to voice message and vice versa.


ASNAP (Automatic Switching of Network Access Points) represents the holy grail of mobile communications, which is the seamless switching between unlicensed and licensed spectrums with no interruption to service.

Calypso Wireless is marketing and licensing its proprietary switching technology. This proprietary technology is the convergence of Cellular and Wi-Fi networks, which will make it possible for wireless users to roam between their Wi-Fi zones and their mobile phone carrier networks, in a seamless manner.

All companies that produce as well as utilize the infringed technology can be sued for patent infringement.

What this means is the makers of wireless routers, cell phone makers and other equipment that operates with auto-switching capability, as well as providers of service (ATT, Verizon, T-Mobile, and others) that allow this capability, could be sued for patent infringement.

Making VOIP calls over Wifi does not present a problem with the ASNAP patents. The patents cover the switching from cell tower to wifi (and satellite to wifi). It is the "handing off" to another frequency that their IP covers.

What does it mean?

Potentially billions in licensing revenue.

Licensed wireless spectrum is sold at a premium to wireless carriers. Unlicensed spectrum like WiFi and bluetooth, is free to use and anyone can use it. Cell towers are notoriously expensive to lease and maintain.

T-mobile is positioning themselves uniquely in the industry by augmenting their cellular offering with wifi support for calling. Once they secure a license to the ASNAP patent it will be a few software changes to the Android wifi calling product to make it seamless. They will be first to market amount US carriers if they can wrap this lawsuit up and get it out there onto an already exploding Android platform.

In a single Android device you could have cellular, satellite, and wifi and wherever you are your device could switch to the most cost effective transport. Most devices on the market now support all this in terms of hardware. The software is the key and Calypso has the patent.

If you want to see how big this technology is, just Google "UMA unlicensed mobile access" or "switch from cell tower to wifi". Plenty of credible techies feel this technology is worth billions.

Our quick summary on CLYW. (Please Read)

The company has no money just a couple patents (approved in all of Europe and Mexico).

Calypso initially went the route of building phones with ASNAP technology and demoed to a number of carriers. One was T-Mobile.

They soon realized (just like Qualcomm) it is MUCH cheaper just to license the technology.

They have stayed out of the public's eye on purpose. While they were busy getting their house in order, they watched as carriers started to implement UMA.

The stock trades on the pink sheets (grey sheets) (yuck). There are NO current financials. They haven't issued a press release in months. This stock is as ugly as they come. Wall St has both forgotten about it or just written it off.


According to their last financial statement they had 197m shares outstanding giving it a market cap of approximately $16m ($8m) With that valuation and a win in court, we feel this stock could very well be a 10 Bagger, if not a 100 Bagger.



An upcoming court case In Texas (which is too long to explain), will determine Calypso's financial obligations and percentage ownership of the patent. This case is expected to begin in June 2011 and should last 4-5 days.
(case was settled in August 2011)

To follow the analysis of the court case there are some pretty smart legal minds on this message board. There is plenty of info on the T-Mobile settlement negotiations too.
http://investorshub.advfn.com/boards/board.aspx?board_id=2196

Let us stress this is a VERY RISKY stock but if Calypso Wireless prevails in court, it could be life changing. DO NOT INVEST any more than you can afford to lose.



The information contained herein has been compiled from sources deemed reliable and it is accurate to the best of our knowledge and belief; however, we cannot guarantee as to its accuracy, completeness and validity and cannot be held liable for any errors or omissions. All information contained herein should be independently verified and confirmed.

We do not accept any liability for any loss or damage whatsoever caused in reliance upon such information or services. Furthermore, we are not an investment adviser nor a financial adviser, and no information provided here is to be interpreted as a suggestion to buy or sell securities. We have not been compensated in any manner for this summary. We may hold a position in this security and WILL NOT alert publicly if and when we decide to sell our holdings. We may or may not update our opinions and research of this security.





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