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An Investor's View - 10/2/2011

|Includes: CSCO, DVMT, FFIV, Alphabet Inc. (GOOG), RAX
Cloud-Powered Facial Recognition Is Terrifying Carnegie Mellon University has begun testing a mobile app that uses facial recognition software to match faces found in public with the user’s ubiquitous public data found on Facebook and Google. This article is not going to talk about the potential privacy issues relating to this technology but the vast commercial opportunities this software provides. Which stocks would benefit from this technology? Google (NASDAQ:GOOG) for instance would greatly benefit. Why? Well for starters they own the software discussed in the article. Second, they are the premier destination for information on the internet. Maybe the software can be used beyond recognizing faces and can be adjusted to recognize objects. You take a picture of the Liberty Bell in Philadelphia and it immediately recognizes it as such and brings up Google search information on the bell. Cisco System(NASDAQ:CSCO), Rackspace(NYSE:RAX), F5 Networks(NASDAQ:FFIV), EMC(EMC) to name a few. This is purely from a hardware side of things. All of this data needs to be stored somewhere. Facebook could be as big of a benefit as Google. Facebook is the face to name (no pun intended). In a very Minority Reportesque event, the software would know that Shawn Robinson visits Chipotle (NYSE:CMG) often, and most likely on Sunday’s (once again ignore the privacy side of things for a moment). Chipotle would want this information and most likely would pay for it to present Shawn with coupons/other information. Who else would benefit from this software? Send me an email