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CES 2010 Keynotes

October 27th, 2009

The Consumer Electronics Show in Las Vegas is more than just a showcase of the world’s latest and greatest technologies, it is where industry movers and shakers often announce new innovations and set the tone for how technology will move forward in the coming year. For many years Bill Gates of Microsoft led the keynote lineup, but with Gates’ retirement to pursue the objectives of the mega-philanthropic Bill and Melinda Gates foundation it is now Steve Ballmer who effectively “opens” CES with his keynote talk the night before the official conference begins.

We’ll also be live blogging the CES Press Event on Tuesday where several highlighted innovations from the conference make their debut.

SOURCE:  International CES

Wednesday, January 6, 2010

6:30 p.m. Las Vegas Hilton, Hilton Center

Steve Ballmer

Microsoft CEO

Steve Ballmer joined Microsoft in 1980 after being the first business manager hired by Bill Gates and was named chief executive officer in 2000. With Microsoft’s goal of delivering an integrated platform to enable a seamless experience for consumers across PCs, devices and services, Ballmer is focused on continuing Microsoft’s leadership across the company’s seven businesses.

Thursday, January 7, 2010

8:30 a.m. Las Vegas Hilton, Hilton Center

Gary Shapiro

Consumer Electronics Association (CEA) President and CEO

Gary Shapiro will deliver his annual state of the industry address immediately before the 2010 CES opening keynote from Ford President and CEO Fred Mulally. Shapiro is president and CEO of the Consumer Electronics Association (CEA), the U.S. trade association representing some 2,000 consumer electronics companies and owning and producing the world’s largest tradeshow for consumer technology, the International CES. Shapiro is an active leader in the development, launch and marketing of HDTV. He has testified before Congress on HDTV and other technology and business issues more than 20 times. He co-founded and chaired the HDTV Model Station and has served as a leader of the Advanced Television Test Center (ATTC). He is a charter inductee to the Academy of Digital Television Pioneers, and in 2003 received its highest award as the industry leader most influential in advancing HDTV.

Update:  Yahoo’s Carol Bartz will not be speaking at CES 2010:  http://www.pcmag.com/article2/0,2817,2355792,00.asp

Thursday, January 7, 2010

8:30 a.m. Las Vegas Hilton, Hilton Center

Alan Mulally

Ford President and CEO

President and CEO of Ford Motor Company, Alan Mulally, will deliver the opening keynote address at the 2010 International CES. “Alan Mulally has positioned Ford as a leading innovator in the automotive industry, and we are pleased to welcome him back to CES,” said Gary Shapiro, president and CEO, CEA. “For the auto industry and all other businesses that use technology, CES is the single must-attend event where business gets done.” Mulally will deliver his keynote address, following a State of the CE Industry keynote address delivered by Gary Shapiro, president and CEO, CEA. Mulally joined Ford in 2006, after serving as executive vice president of The Boeing Company and president and chief executive officer of Boeing Commercial Airplanes. Mulally is known for his innovation and focused leadership, while working to transform Ford into a lean, global enterprise. He has served as a past president of the American Institute of Aeronautics and Astronautics (AIAA) and is a former president of its Foundation. Additionally, Mulally served as a past chairman of the Board of Governors of the Aerospace Industries Association. He was named to Time Magazine’s 100 Most Influential People in 2009, “Person of the Year” in 2006 by Aviation Week magazine and one of “The Best Leaders of 2005″ by BusinessWeek magazine.

Thursday, January 7, 2010

11 a.m. Las Vegas Hilton, Hilton Theater

Carol Bartz

Yahoo! CEO

Carol Bartz has served as chief executive officer and as a member of the Board of Directors of Yahoo! since January 2009. Previously, Bartz served as executive chairman, president and CEO of Autodesk, Inc. During her 14 years at Autodesk, the company diversified its product line and grew revenues from $285 million to $1.523 billion in FY06.

She previously held positions at Sun Microsystems, most recently as vice president of worldwide field operations and an executive officer of the company. Before joining Sun, she held product line and sales management positions at Digital Equipment Corporation and 3M Corporation. She is currently a member of the Board of Directors of the National Medals of Science and Technology Foundation. Ms. Bartz also serves as a director of Cisco Systems, Inc.

Thursday, January 7, 2010

4:30 p.m. Las Vegas Hilton, Hilton Center

Paul Otellini

Intel President and CEO

Paul Otellini became Intel’s fifth CEO in 2005, succeeding Craig R. Barrett. Otellini previously had served as Intel’s president and chief operating officer, positions he held since 2002, the same year he was elected to Intel’s board of directors. Otellini is now focused on continuing Intel growth by extending Intel Architecture into adjacent market segments of embedded, handhelds and consumer electronics and to continue building new businesses by tackling big problems.

Friday, January 8, 2010

9 a.m. Las Vegas Hilton, Hilton Theater

Olli-Pekka Kallasvuo

Nokia CEO

Nokia CEO Olli-Pekka Kallasvuo is preparing to deliver a keynote address at the 2010 International CES as part of the third annual Technology and Emerging Countries (TEC) program, which focuses on technology’s role in furthering economic and sustainable development.

Kallasvuo was appointed president and CEO of Nokia in 2006. He has held several executive positions after joining Nokia in 1980 as corporate counsel, including executive vice president, North America; Chief Financial Officer and Chief Operating Officer. Kallasvuo has been a member of the Group Executive Board of Nokia since 1990, and was nominated to the Nokia Board of Directors in May 2007. He has been Chairman of the Board of Nokia Siemens Networks since its formation in 2007.

Friday, January 8, 2010

4 p.m. Las Vegas Hilton, Hilton Theater

Zhou Houjian

Hisense Chairman

Zhou Houjian, chairman, Hisense, will deliver a keynote address at the 2010 International CES as part of the third annual Technology and Emerging Countries (TEC) Program, which focuses on technology’s role in advancing economic development.

Under Zhou Houjian’s leadership, Hisense Group Co. Ltd. has grown from a small regional multimillion dollar company to a large global multibillion dollar conglomerate. With a worldwide workforce of more than 60,000 employees, Hisense has over 300 sales companies and more than 60,000 service outlets around the globe. It has 13 manufacturing facilities in China, as well as in North and South Africa. In addition, it has three R&D facilities in China, as well as in the U.S., South Africa, and Belgium. Its products are exported to 130 countries and regions throughout the world.

Zhou has twice won the honor of China Central Television’s Business Man of the Year (2000 and 2005), a similar award to Time Magazine’s Man of the Year. He is also recognized as one of the most influential persons since China’s economic reform policy was established in 1978 and has been named as one of the “Top Ten Electronic Information Leaders since China’s Economic Reform.

CES, CES10, Product Reviews, Science & Technology, Vehicle Technology, Web 2.0, conferences, portable computing , , , ,

CES 2010: Carol Bartz to Keynote at CES Las Vegas

October 15th, 2009

Update:  Bartz will not be speaking at CES 2010:  http://www.pcmag.com/article2/0,2817,2355792,00.asp

Yahoo CEO Carol Bartz will be one of the keynotes at the 2010 Consumer Electronics Show in Las Vegas.  Bartz will speak at 11 AM Thursday, January 7th in the Las Vegas Hilton.

Bartz was Autodesk CEO from 1992 to 1996, and took the helm of a troubled Yahoo in January 2009, just months after Yahoo founder Jerry Yang resigned the post after months of controversy surrounding his decision to avoid a Microsoft takeover of Yahoo at upwards of $31 per share.

Bartz is known as a “no nonsense” tough executive and many assumed at the time her job was to groom the company for a Microsoft takeover. However that never materialized.  Instead, Yahoo and Microsoft recently announced a joint search deal where Yahoo will effectively be dropping Yahoo search and using Microsoft BING search technology instead.  Yahoo will continue to sell advertising across both networks giving the combined Microsoft Yahoo search empire a larger advertising footprint.   Most feel this deal is more beneficial to Microsoft than Yahoo since it expands BING’s reach at only a small cost to Microsoft.   Yahoo will retain most of the advertising revenues for the next several years in this deal.

Perhaps Bartz most quotable moments to date were about a month into her tenure when she said she would “kick ass” with the Yahoo brand and also inadvertently suggested that some Yahoo engineers were not “f**king doing anything.”

Other executives expected to give keynote addresses at CES 2010 include Steve Ballmer of Microsoft, Alan Mulally of Ford (see our CES 2009 Coverage of Mulally’s keynote) , Paul Otellini of Intel, and Olli-Pekka Kallasvuo of Nokia.

Yahoo CEO Terry Semel spoke at CES 2006, and Jerry Yang gave a very uninspired talk in 2008 CES, but Yahoo had little to say at CES 2009.

Gary Shapiro of the Consumer Electronics Association said after the announcement:

“Yahoo is a top global brand whose vision is to be the center of people’s online lives, and Carol Bartz is leading the development of Yahoo’s approach to delivering personally relevant, meaningful Internet experiences,”


Disclosure:  Joe owns YHOO stock

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Twitter Raises another $100 million. Twitter now valued at approximately 1 Billion dollars.

September 24th, 2009

Jessica Vascellaro at the Wall Street Journal is breaking the news today that the social media mavens at Twitter.com are raising an additional $100 million in venture capital, giving Twitter a new valuation close to  (insert Austin Powers voice here)  one billion dollars.

Jessica notes that previous funding valued the company at about 255 million.    The new funding round not only confirms that Twitter is now a key major online player but will give them huge resources to continue rapid growth and expansion and perhaps even marketing, although one of Twitter’s brilliancies is that it needs an advertising budget of zero.   Twitter is the ultimate “word of mouth” tool for the online generation and everybody from celebrities to businesses are using the tool to create a dialog with fans, customers, and friends.     Where Facebook is powerful as a tool for maintaining relationships with friends and family, Twitter is superior as the fast and superficial way to keep in touch, “shout out” a message to the world, and generally manage large networks of customers, friends, conference attendees, etc.     There’s room for several social networking tools but I think we’ll  see both Facebook and Twitter continue to thrive and grow substantially in the coming years.

As we’ve been noting for some time Twitter represents something of a “perfect online storm”  where timing, simplicity, and social media are combined in a way that appeals to both sophisticated and new technology users.    The last time we saw this combination of innovation with the technological zeitgeist was Google search, and we all know how that turned out.

Comment about this post or just say hello to us on Twitter

Social Networks, Social media, Twitter 140, Web 2.0, technology, twitter , , , , ,

Digital Entertainment Trends

July 16th, 2009

Despite the recession, the explosion of innovation and growth in the digital entertainment sector we have seen over the past decades is very likely to continue.

A key trend currently and for the approximately 5 year time frame will be the increasing significance of how the various players approach and succeed in their approaches to *content monetization*. Google’s spectacular success in this arena has made them the player to watch in terms of innovation and change, but also makes them the most vulnerable to sweeping changes in online advertising (unlikely) and to better adoption of Google’s innovative approaches in this area (likely).

Google’s key innovation was not great search, rather it was the ability to offer highly targeted advertising that was not offensive to users. This killer combination remains a holy grail for all players in the industry and is likely to remain the holy grail for the 3-7 year time frame of this analysis.

Although Microsoft has failed dramatically in their efforts to monetize (or even provide) online search, the XBOX 360 may be the best example of using a superior device and powerful global brand to monetize entertainment content in the form of video games.   Unfortunately Microsoft’s past losses on the XBOX 360 make it hard to analyze how effective their very long term strategy will be with the XBOX – a strategy that anticipated huge losses for some time as they sought to capture an elusive, primarily teen male market.

In terms of technology and power the Nintendo WII is inferior to the XBOX 360, but the WII appears likely to monetize better over the long haul. Compelling gameplay and clever, demographically targeted marketing seems likely to trump compelling technological achievements – a lesson Microsoft seems destined to relearn with each new deployment.

Other trends are probably not as sweeping in significance as those related to optimizing content monetization because in this market potential profits often drive the directions of change and innovation. I’m describing them below next to the relevant players:

Device Manufacturers: Key trends will relate to customer aquisition and retention and mobile advertising. Branding and customer loyalty are now trumped by cost and convenience and this will continue with the conspicuous exception of the iPhone which is likely to garner good to great customer loyalty. The Google Phone or mobile software may revolutionize this market because it appears likely Google will use targeted advertising in innovative ways to keep phone costs down. Prediction: Google will offer software that is broadly compatible with many new iPhone style devices, and will offer cost cutting using advertising. The effort will succeed though it will add relatively little to Google’s bottom line for some time. It will seriously threaten the ability of struggling carriers like Sprint to stay viable in this market, but they will copy the innovative revenue approaches of Google and may even wind up providing Google software on their own phones. Historically Google likes to see key players thrive using Google innovations rather than displace them (e.g. adsense advertising for other websites).  Treo and Palm in trouble – Centro is too little, too late.   CEO Advice: Partner, customer centricism, mobile advertising innovations.

Distribution Networks: As distribution of digital entertainment and content converges, and online distribution mechanisms gain market share and technological traction, legacy companies must evolve or risk being seriously crippled by online players like Google YouTube and Yahoo Video. Again however it appears that the online players are more interested in partnerships than in global distribution domination, so we are likely to see an era of big brand partners across the board with all media types.

Content Producers: This is the most threatened group thanks to the rise of social networking, user generated content, and superb free online software. Content producers should seek whenever possible to leverage user generated and legacy content to keep production costs to a minimum. They should anticipate the fatigue people may experience with low quality online video clips and seek to jump into that space with quality legacy or cheap original content.

Good advice to digital entertainment CEOs?   Partner, and partner some more.  Scale to modest production values at low cost for most productions, while preserving the lucrative “huge budget” film market which will remain capital intensive for some time. Use innovative high technologies to reduce labor and time costs while still creating “big budget” style content.Web based content aggregators: Google and Facebook are the players to watch as they are currently driving the innovation and Google is driving monetization in the key online content spaces of search, social networking, and video.    Look for search revenues to continue massively upward as advertisers increasingly become aware that offline advertising is generally less effective, often with negative ROIs.    Online advertising often has negative ROI as well but the measurability and superiority of online targeted pay per click and pay per action models will continue to shape the market and drive advertising online.  Short term gains for Google, long term gains for all content aggregators.   However, Facebook’s trumpeted 10 billion+ valuations are misguided and premature.   Look for video and social networking to monetize poorly – even worse than generally expected.   Fixing this will be difficult and may not be possible.   Search advertising will continue to be the key monetizer in the online space.    CEO advice:  No vacations.   Copy Google.  Leverage existing customer bases (MS and Yahoo and Google) to populate new efforts in social networking.   Do not buy Facebook.  Myspace will continue to thrive but gradually lose ground to Facebook as user sophistication increases.   This will lead to more “openness” at Myspace and an approximate consolidation of current market share while Facebook and many other social networks will grow faster, and potentially explosively.  Look for the “killer social networking application” in this market, and buy it early.

Multi-business tech/media conglomerates: Momentum matters, and Sony and Microsoft are such enormous revenue and profit powerhouses that they keep moving the market as needed to give them control that is in many ways simply in proportion to their size.   However, especially in the 5 year outlook Microsoft faces a huge threat from online office suites and services that are free, good, and gaining rapid use.   Look for the enterprise markets to dry up – slowy – in favor of cheap open source and online solutions.   Look for Microsoft to continue failing in the online space.  They simply do not seem to understand or simply don’t want to negotiate the new open landscape where leaders, followers, market movers and market shakers all mingle comfortably in the interest of optimizing the big game.   Google understands this principle brilliantly as does Yahoo, though neither appear to have a keen interest in diversifying to the extent that would be needed to assume Microsoft or Sony’s role in the entertainment industry.

Sony will fare better due to their current and continuing key market positions in movies and gaming.  Unlike Microsoft they are not threatened as much by online changes and the direct, hostile competition to MSN that is coming from Google.

Summary:

The pace of innovation and technological change in the entertainment industry will not subside, and may even continue to increase.   The key force of content monetization  will drive the entire industry and online search will be the most explosive ongoing revenue source.   Reducing the cost of content production will be a key challenge.  Producers and distributors should leverage social networks with their user generated content and cheap archival legacy content as much as possible

CES09, Google, Television, Web 2.0, conferences, digital TV, gaming, microsoft, technology , , , , , ,

Calacanis Twitter Keynote: Monetizing Potential for Twitter is huge, Twitter’s will eventually eclipse Facebook’s valuation.

May 26th, 2009

Jason Calacanis is no stranger to successful internet companies and even though he has no direct financial connection to Twitter (to my knowledge), he’s very bullish on Twitter’s prospects to make a *lot* of money as Twitter traffic and growth explode online.

Jason is right to tell people to ignore today’s Wall Street Journal article suggesting Twitter’s lack of revenue is a sign of weakness. Almost to the contrary Twitter is correctly building a loyal following of Twitter “Friends and Followers”, many of whom would not participate if the commercial elements were too overwhelming. Google did this masterfully with search with a lean, user friendly interface. After people became loyal and even addicted to Google search they turned on the revenue spigots and Google became the key online player within just a few years.

Calacanis is noting how simply “turning on” various possible advertising features at Twitter would instantly lead to millions in revenue – he said “hundreds of millions” but one should be skeptical of that level of optimism given the challenges Facebook has had despite their huge level of traffic and participation.

Calacanis is so optimistic about Twitter he’s convinced it will be worth more than Facebook eventually, and feels that it’s now worth about a billion based on the implied valuations of the venture capital.

Web 2.0, twitter , , ,

Wolfram Alpha Search. It’s no Google.

May 17th, 2009

Reporting:  Joe Hunkins

Early hype suggesting that new search engine Wolfram Alpha could be a possible “Google Killer” quickly shifted to a focus on Wolfram’s new approach to search, which they call “computational”.     Although Technology-Report had early access to the program it is now open to all here:  http://www.wolframalpha.com

Although I’ve only spent a short time looking for inspiration at Wolfram Alpha, I’d have to say I could not find any answers where I felt Wolfram would beat out a Google search combined with some quick scans of the listed resources.     Wolfram’s promise was to deliver “the answer” to complicated questions but it seems to work well only for the kinds of information it appears they have already sliced and diced into packages, and I’m not clear it even beats out a Wikipedia entry when searching for data like states or countries where a packaged approach to the information is best.

A quick comparison of Wolfram’s answer to “New York” vs Google’s vs Wikipedia’s

In a case like this I’d argue Wikipedia is the clear winner, giving the user extensive information and links to more.   Google second with good lists, and Wolfram a distant third with very limited information given the wealth of data online.

For students creating notes (or papers to hand in!) Wolfram may provide some great tools with its unique organization schema, but for most internet researchers and browsers I think Google has nothing to worry about here at all.

Google, Web 2.0, Websites, search , ,

Amazon Kindle DX

May 6th, 2009

Amazon’s Jeff Bezos unveiled the new large format Kindle today, the Kindle DX.   The DX appears to be a very impressive device that brings the elegant reading capabilities of the smaller kindle to a much larger screen that will be more friendly to newspapers and textbooks – the two reading items that appear to be Amazon’s target market for this brand new entry into the electronic reader fray:

As a past skeptic of how the smaller Kindle could find the market needed to be a big success I’m certainly impressed, but also wondering about the economic viability.   At $489 for the new Kindle with at best only modest discounts for newspaper subscriptions I have to remain somewhat skeptical this can take off, although one can see a potentialy large library market since devices like this may make it easier for libraries and schools to manage subscriptions, textbooks, updates, etc.

Gizmodo’s got more on the specs and the launch.

Amazon, Product Reviews, Web 2.0, gadgets, wireless , ,

India Dept of Education to debut $20 Laptop on February 3rd NOT

January 30th, 2009

UPDATE:  Reports, pictures, and details are still murky but this appears to be a case of overhyped nonsense where the device is simply a flash drive system without monitor or keyboard:  http://education.zdnet.com/?p=2131

The Times of India and others are now reporting that a team of students and the Government of India have developed a low cost laptop that is expected to be put into widespread use throughout India very soon. The initial cost is reported to be $20 with a mass production cost expected to be $10.

Yes, you heard that right – ten bucks for a computer.

Although the specs on these machines will obviously be marginal, it is not longer important for most users to have a robust machine – rather cloud storage and applications and internet-as-network computing has become dominant even for many high end computer users.

As admirable as the One Laptop Per Child project has been to this process it appears the India machines may wreck the One Laptop train. Although it’s not clear yet if the India systems will be self powered and have mesh networking capabilities as the One Laptops do, I think the key brilliancy of Negroponte was to create machines that were accessible to a dramatically greater number of people than have had access in the past to advanced technologies. The India project combined with the dramatic innovations in smartphones and cellular connectivity combined with Intel’s falling out with One Laptop last year may obsolete the One Laptop project in its current form, though Negroponte can certainly be proud to have ushered in an era of “extremely low cost” computing.

Web 2.0, computers, laptops, technology ,

Carol Bartz to become Yahoo’s new CEO

January 13th, 2009

The Wall Street Journal is reporting that Carol Bartz is about to accept Yahoo’s offer to be their new CEO, replacing Jerry Yang after his stint of about a year where Yahoo saw their share price collapse after a rejection of offers from Microsoft that many feel were as much an ego play by Yang than a reasoned business decision.

Bartz has been CEO of Autodesk and it remains somewhat unclear why Yahoo’s board sees Bartz as the best person for the job at this challenging time in Yahoo’s corporate history. One idea bandied about on CNBC right now is that Yahoo’s plans are to sell off their search business to Microsoft and then reinvent themselves as a software company, although I’m skeptical even Yahoo would be so foolish as to think they can monetize software in the current online environment where most software is free.

Yahoo does have huge potential to leverage it’s brilliant Web 2.0 development to date (e.g. Flickr, Open Search APIs, etc), but only if they can find ways to make sure their huge internet footprint stays intact and users start to see and interact with Yahoo advertising. If Bartz can do this Yahoo’s prospects could improve significantly.

Disclosure: Long on YHOO

Web 2.0, companies, yahoo , ,

Google Chrome: It’s a very good browser, so why don’t we use it?

December 17th, 2008

When Google Chrome launched several months ago I think a lot of folks assumed they’d be switching to that browser, which uses several excellent innovations to enhance online navigation.     Google even issued a nifty comic book to help explain the innovation, and blogs were buzzing for weeks with mostly neutral or favorable reviews.

So what happened?    Why is Google Chrome market share so small compared to Firefox and IE?

The first reason of course is simply  … habit ….   It’s very hard to get people – even innovative online folks – to change from one good application to another.   Contrary to a lot of silly suggestions the Internet Explorer browser was not broken and even though FireFox has slowly been gaining market share it is clear that the rapid demise of IE was greatly exaggerated.     I use FireFox but I’d hardly say it’s dramatically superior or even all that different from IE.

Although it’s hurting Google Chrome, our habituation works very well for Google in the search sphere where people tend to use Google for search without even testing against other engines – that game is over and until we see a major new semantic search innovation Google’s likely to be the search of choice for years to come.

Interestingly Google Chrome really does “feel” different to me and on balance I liked the differences, yet like millions of other onliners who loaded up Chrome I did not switch over and rarely use that browser now.  I know one of my concerns was the uncertainty that still surrounds Google’s treatment of the data I indirectly share with them using Google products.   As a regular user of Google search, Gmail, blogger, and more watching Google both become dominant and also struggle to maintain their legendarily high online revenue I do worry that Google has too great a potential to become “the boss of me”.

Still not sure what’s up with Chrome, but as with many things internet it’s good to head over to Matt Cutts’ blog to get a very well informed opinion.     Matt is one of a handful of Google’s veteran search engineers and writes what for many is the key blog discussing issues relating to search, especially Google search.

Matt’s Five Reasons to Use Google Chrome

Matt’s Ten Reasons Not to Like Google Chrome

Hmmm – I don’t think it’s fair to use the 5 vs 10 math here, but maybe Matt’s on to something.   As creatures of habit we tend to settle in to the familiar and with the new we quickly look for things that bother us.   Google Chrome may in fact be the best browser, and I think I’d want to take the Crhome side in a debate even though I’m not using it, but not sure if I’ll be able to break the old browser habits.    Will you?

Google, Web 2.0, internet , , ,

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