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Bruce Krulwich

 
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  • Gemalto And A Wearable Future For Mobile Payments
    Wed, Aug. 6 GTOFF, GTOMY 1 Comment

    Summary

    • An innovative project led by Gemalto is exploring how new technologies can revolutionize mobile payments.
    • The company's approach uses wearable devices that maintain strong authentication of the wearer's identity.
    • They also use very accurate indoor location technology to eliminate fraud by confirming that the customer is truly near the cashier.
  • InvenSense Acquisitions Raise The Bar For Chip Companies And Mobile Indoor Location Technology
    Tue, Jul. 8 BRCM, CSR, QCOM 5 Comments

    Summary

    • InvenSense acquired two start-up companies in the mobile indoor location technology area.
    • Movea, based in France, has innovative motion-sensing technology that accounts for a phone user's stride.
    • Trusted Positioning, based in Canada, has motion-sensing technology integrated tightly with MEMS.
    • These two acquisitions, with InvenSense's previous R&D on motion sensing, should lead to a formidable indoor location tracking solution.
    • A wide variety of indoor location start-up companies are likely M&A targets for InvenSense's competitors in the chip industry.
  • Is Apple Ready To SLAM The World?
    Thu, May. 15 AAPL 63 Comments

    Summary

    • I speculate that Apple is preparing to announce a technology called SLAM, which will enable iPhones to track their locations indoors in any site worldwide.
    • Apple recently hired the CEO of a start-up company developing indoor location technology.
    • This is the most recent of a series of indicators that Apple has a big announcement coming that relates to indoor location technology.
    • SLAM has the potential to revolutionize indoor location based mapping and applications, if introduced by Apple or another mobile giant.
  • Where The Wild Things Are, In The Internet Of Things
    Thu, May. 1 CSCO, GOOG, GOOGL 5 Comments

    Summary

    • The Internet of Things is expected to include a large number of Internet-connected sensors, every-day objects and appliances.
    • One challenge not yet discussed is how connected "things" can track their own locations. Many uses for the Internet of Things requires knowing where the "things" are.
    • Several technologies are currently in development that will enable the Internet of Things to keep track of where the things are.
  • Yandex's Acquisition Of KitLocate Foreshadows An Era Of Pervasive Location Services
    Mon, Mar. 31 YNDX 2 Comments

    Summary

    • Yandex's acquisition KitLocate is ushering in an era in which mobile location-based services aren't turn-on-turn-off, but rather are always on.
    • This has huge implications for mobile technology and for upcoming M&A.
    • Technology vendors and venture funds should keep their eyes on other companies with pervasive location technology.
  • Major Companies Poised To Bring GPS Indoors
    Mon, Mar. 3 AAPL, BRCM, CSR 14 Comments
  • Apple iBeacons Poised To Legitimize Hardware-Based Indoor Location
    Nov. 7, 2013 AAPL 41 Comments
  • WhatsApp's Quiet Move Into Social Networking, And Why Facebook Should Worry
    Sep. 29, 2013 GOOG, FB 28 Comments
  • Long-Term Observations Nobody's Discussing On The Microsoft-Nokia Deal
    Sep. 3, 2013 MSFT, NOK 17 Comments
  • ARM Acquisition Races Qualcomm And Intel To The Next 50 Billion Devices
    Aug. 29, 2013 INTC, QCOM, TXN 24 Comments
  • Internet Of Things: A Growing Battleground Between Mobile And Chip Companies
    Aug. 5, 2013 AAPL, CSCO, GE 9 Comments
  • Ruckus Wireless Indoor Location Acquisition Goes Head To Head With Cisco And Aruba
       • Jul. 24, 2013 AAPL, ARUN, CSCO 2 Comments
  • What Waze Might Mean For Google
    Jun. 11, 2013 FB, GOOG 10 Comments
  • Understanding Facebook's Waze
    Editors' Pick • May. 16, 2013 AAPL, GOOG, INTC 15 Comments
  • Apple's Indoor Location Acquisition: It's About Apps, Not Maps
    Apr. 22, 2013 FB, GOOG, AAPL 22 Comments
  • Understanding Apple Buying WiFiSLAM And What's Next
    Editors' Pick • Apr. 4, 2013 AMZN, ARUN, BRCM 22 Comments
  • Geofencing Applications: Which Mobile Phone System Will Get There First?
    Dec. 3, 2012 AMZN, EBAY, GOOG 5 Comments
  • Facebook's Plan To Monetize Mobile Through Media
    Jun. 20, 2012 AMZN, AAPL, FB 3 Comments
  • Facebook Investors: Stop Whining And Be Patient For Profit
    May. 25, 2012 FB 33 Comments