HTML5 MoJo: Taking the Online Experience to a New Level

Includes: ADBE, DDD, SSYS
by: SoundView Technology Group

By Kris Tuttle

In our recent Thought Leader Interview with Henrik Bennetsen, Founder and CEO of Katalabs, we can see that the evolving standards for Web-based graphics, visualization and richer content experiences are going to gain in importance in the next few years.

Apple’s (NASDAQ:AAPL) endorsement of HTML5 got the trend started and put a big dent in the belief that Adobe (NASDAQ:ADBE) Flash was ready to inherit the online content standard mantle. Numerous other industry players like Google (NASDAQ:GOOG)and even Microsoft (NASDAQ:MSFT) have jumped on the HTML5 bandwagon. Content owners and publishers have scrambled to shift to HTML5 so as not to be locked out of the Apple universe of users.

Adobe is certainly not taking the shift lying down and, as we said a while ago in “Flash is dead, long live Adobe!,” the company will allow all its content tools to render HTML5 and any other popular format that emerges. Dreams of an Adobe Flash / Air-based world may be dashed but the company can still own the high end of the design and content creation markets.

More broadly, we continue to see signs all over that our RealVR and 3D views first published over a year ago keep materializing. Have you been watching the stocks of 3D printing companies like Three D Systems (TDSC) and Stratasys (NASDAQ:SSYS)? They have been on a tear as the desire to create physical objects from virtual models begins to enter the mainstream. (Once Jay Leno understands it, one has to figure the average Joe can’t be far behind.)

The interview also pointed out that social networks and the trends toward distributed collaboration provide more fertile ground for new technologies like 3D to take root. New standards like HTML5 and WebGL promise to take the online experience to an entirely new level.

I think Katalabs makes it clear that the future implementations we will see won’t be at all like first-generation systems such as Second Life. Indeed, we see huge potential here. Although there have been some false starts and clunky technology, to dismiss it would be like walking away from the Mosaic browser because the content available was so limited.

Disclosure: No positions