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  • Which 5 Companies Will Profit From The Internet Of Things? [View article]
    I usually love articles from Kapitall but feel this one is lacking and does not even provide a proper investor summary on the IoT. Picture any device being able to communicate with you, with another device, with the manufacturer or a 3rd party service. The so called “Nirvana” of IoT would be the refrigerator diagnosing a problem with a part, the refrigerator “calling” Maytag, Maytag checking the warranty and sending the replacement part out, emailing you the tracking number, and the replacement part being on your doorstep, etc. That being said we are a long way from nirvana. As per usual there are multiple competing standards, countries, communication challenges and different ideas from different manufacturers. While you may simply want to know when your car might need service someone else is trying to track a melting glacier and all these different things needs a framework to be able to work together.

    It took years to agree on Bluetooth to have handsfree in the car and this IoT will go through a similar process but has many more manufacturers and more complex requirements. The big companies listed in this article will benefit from the IoT movement in general but not anymore than other broad tech companies. Smaller companies which specialize in: home automation, home security, device management, cloud management, inventory management, lifecycle management, medical, system security will be the primary beneficiaries of the IoT as they emerge. There are generation 1 players in all these spaces, now some will win and some will go the route of the dinosaur. Vertical solutions for MDM (mobile device management) players, wireless medical devices, home automation and security would be three simple areas that will easily benefit from the IoT.

    Fully mature working solutions already exist for most of the verticals listed and the IoT is still a great deal of hype at this point. But has big potential.
    Mar 21, 2014. 01:29 PM | 2 Likes Like |Link to Comment
  • 2 Attractive Small Caps For Less Than A Latte [View article]
    Good call on Sonus as a possible acquisition target or even as a defensive move like Acme.
    Mar 21, 2014. 12:31 PM | 1 Like Like |Link to Comment
  • LinkedIn: Let's Do Some Math [View article]
    Nice summary, well done.
    Mar 21, 2014. 12:23 PM | 1 Like Like |Link to Comment
  • In Spurning Alibaba's IPO, Hong Kong Puts Principles Before Profit [View article]
    That is great but someone on Wall St will list it for $400M.
    Mar 21, 2014. 12:16 PM | Likes Like |Link to Comment
  • Sifting The Apple Rumors: iWatch [View article]
    Don't get defensive. The Samsung 4S sells over 30M units quarterly all this revenue would have been Apple. This makes your enemies stronger. If they could not release a larger screen Iphone in 24 months then that is a serious management problem. If they did not see the market share loss then that is a bigger management problem.
    Mar 21, 2014. 11:59 AM | Likes Like |Link to Comment
  • Sifting The Apple Rumors: iWatch [View article]
    Forget innovation how about put the product on the shelf and sell it, increase the offerings. Before another competitor launches it.
    Mar 19, 2014. 02:09 PM | Likes Like |Link to Comment
  • Tesla's Gift Box: Inefficiency Wrapped In Hype [View article]
    re: Climate change, who is going to tell the emerging countries that make all our products that they can not use oil or create CO2? This is where the theory meets the road. Let us know how you make out on that.
    Mar 17, 2014. 02:26 PM | Likes Like |Link to Comment
  • Is The Tesla Electric Car On A Road Called 'Overvalued'? [View article]
    Question: So how much is the Giga-factory that doesn't exist worth today??
    Mar 17, 2014. 01:06 PM | Likes Like |Link to Comment
  • Apple's Future: iPhone Replacements? [View article]
    All this information is known and has already been factored into the stock valuation. We need something new from Apple.
    Mar 17, 2014. 01:05 PM | Likes Like |Link to Comment
  • Apple's Missteps Could Be BlackBerry's Turnaround [View article]
    Let us be serious for a moment, nothing has changed at all in DC. Politics is all that ever mattered, bringing home the bacon, not the best solution, not the best technology, just the claim to the bacon. This is not an IOS, BBY thing this is how the gov spends our money. 2) All that important to the spender is spending 100% of the budget as fast as possible so they can ask for a 10% increase next year and grow the dept. As long as you have some goods for them to buy they will buy it, it doesn't matter if it works. (not a dig on IOS I am speaking about govt spending.) If the performance of the hardware, software, application, etc is sub par no one will know it is not a bridge that collapsed. 3) Right, wrong or indifferent this is the animal and people kill each other to get in front of the spigot. Until you change how the govt. buys you can never fix the problem and more companies rely on this fundamental truth as a supplier than any other factor. You do not have to be the best, fastest, best support or anything just there with the right part number at the right time. Yes, they get a big pile of cash every year, it does not mean their system, platform, application is worth a damn or 20 years out of date.
    Mar 17, 2014. 12:55 PM | Likes Like |Link to Comment
  • Why A Stock Market Crash Is Imminent [View article]
    Sounds like the typical give the people freedom as long as they don't try to do what they want story.
    Mar 17, 2014. 12:03 PM | Likes Like |Link to Comment
  • Apple Can't Replace Steve Jobs - But It Must Try [View article]
    If the true Apple culture is as many say it is and to do the right thing, then maybe the best use of the cash horde would be to take the company private and not answer these fool questions every week. These are large shoes for anyone to fill. However the lack of any new product categories is concerning to me. While the ipod/iphone/itunes/ipad show is a tough act to follow the inability to make a larger screen phone and pick up XX million additional units over the last 2 years does not require much innovation.
    Mar 12, 2014. 11:41 AM | 2 Likes Like |Link to Comment
  • Why The Fed Won't Save You From The Next Bear Market [View article]
    First the FED is not yours, mine or anyone else's friend. If they seem to avert a disaster it will only be to cause one twice the size somewhere down the road. Second, they have one tool (devalue currency/or create inflation) a hammer, in the toolbox so everything winds up looking like a nail. I wouldn't call a knee jerk reaction policy. Rates are so low it can not get more ridiculous. However when the Fed does react it doesn't solve anything it just pushes the real problems out further into the future, not solve anything and making them larger. While this may seem like it worked for the first $20T USD. Now that it surpasses our GDP and interest rates are at an all time low it is going to start getting more interesting.
    Mar 11, 2014. 03:56 PM | 2 Likes Like |Link to Comment
  • Apple's Missteps Could Be BlackBerry's Turnaround [View article]
    It does not need to be better only in place.
    Mar 10, 2014. 02:01 PM | Likes Like |Link to Comment
  • Actually, Apple Should Buy Nintendo [View article]
    Best Apple idea I have read this year.
    Mar 10, 2014. 01:52 PM | 1 Like Like |Link to Comment