OK Labs Forging the Mobile Virtualization Movement #mobile

It is my great honor to present this post — that was co-authored with Joe Hackman; on the Huffington Post.

Joe — thank-you so very much!

Amplify’d from www.huffingtonpost.com

When we think about virtualization we think about industry leaders such as VMware and Citrix. These companies are best known for their server and desktop virtualization. This technology has garnered a great deal of support and acceptance in the Information Technology space. This is primarily due to enhanced security, application management and hardware replacement savings. Over the past few years there has been a slow and gradual adoption — that has been nurtured by Open Kernel Labs — mobile virtualization.

Over the past few years virtualization technology has proven itself as a valuable and green technology. What is virtualization technology? Simply stated virtualization software provides a platform that allows multiple instances of other environments/operating systems to operate simultaneously on one physical device (usually servers). Since most of the time most servers use only a fraction of the available resources this allows a much better overall utilization of the most important resource – electricity. It also equates to cooler server rooms that are doing the same job with less physical machines. It is therefore reasonable that this technology could be used in other environments and why not mobile?

While really only scratching the surface here of what is really an impressive and exciting technology this should serve as a good primer into some of the benefits it offers. Since there are benefits for OEMS, wholesalers, providers, businesses and consumers alike it is likely that this technology will continue to proliferate in the marketplace.

Read more at www.huffingtonpost.com

 


“…handset companies may spend 18 or 24 months testing new features on various platforms and phone models.”–Fredrik Sjostedt, VMware EMEA Director of Product Marketing http://amplify.com/u/9w1l

@MimiAndelman lol; very, very true. You would think that a paper that says #mobile in the title would be in a mobile-friendly format. Unfortunately, paper.li is in alpha. I am sure that SmallRivers is working on a mobile version as well as an iPad app if not a HTML5 version. I will tweet SmallRiver and see if they are working on a mobile version. If they are I will ping you with details (if any). http://bit.ly/anoSJD

@smohkim — I finally just had the opportunity to start playing with Motorola Charm. I am still reserving my final review. When I post it I will give you a ping. What I can tell you is that the 2.8 display is tough to get use to. Although you have multiple home screens — the lack of real estate is an issue for me. Fortunately, the handset is being sold for $74.99 — not a bad price point if the handset is for your tween, teen or early twenty-something. http://bit.ly/b14EUm

#sonyps3move

I finally got the chance to set up the @playstation 3 and Move. I popped in Sports Champions and started playing Table Tennis. @jessienuez was laughing at me because I was simply terrible — I gave her a shot at it. I thought she would be terrible but for her first time ever playing with the Move controller — she picked up the mechanics quickly and actually played Table Tennis rather well.

@jessienuez was itching to play another game so a I put her onto Gladiator Duel. She played a solo game and did really well. It took Jessie a few minutes to figure out how to swing the sword but once she figured it out — Jessie was kicking some serious butt.

Stay tuned for the video’s and tweets of our #sonyps3move sponsored party — it’s going to be fun.


Pay for Starbucks Coffee with Your BlackBerry #mobile

If for nothing else we are beginning to see the initial flights of the mobile payment system. Although what Starbucks has done with their card system is good — there is considerable room for improvement. The improvements are part of a larger mobile payment ecosystem that begins with the handset.

OEM’s are working with with technologies such as RFID or its successor NFC. These technologies will allow the handset to be the credit card. Then we will need financial and network operator support — similar to what Discover, AT&T, Verizon and T-Mobile are working on. Next merchants must adopt the new technology — which for them must have a financial incentive. Finally, the litmus test is the actual consumer — will we use it?

Amplify’d from mashable.com

Mocha frappuccino and soy latte lovers rejoice: Starbucks is rolling out its Starbucks Card Mobile App for BlackBerry tomorrow, September 2.

In September 2009, Starbucks introduced its Starbucks Card Mobile app for iPhone (iPhone) and iPod touch, enabling the owners of those devices to reload their Starbucks payment cards, monitor their rewards cards and even pay for their purchases at 16 stores in Seattle and the Silicon Valley region. In June, the coffee company extended its mobile payment system to 1,000 Target stores in addition to the roster of Starbucks venues.

With the addition of BlackBerry support, Davidson said that roughly three-fourths of its customers now have access to the Starbucks Card Mobile app. While he didn’t confirm that an Android (Android) app was in the works, he did say it was the third-most requested app after the iPhone and BlackBerry.

Read more at mashable.com

 


Pay for Starbucks Coffee with Your BlackBerry #mobile

If for nothing else we are beginning to see the initial flights of the mobile payment system. Although what Starbucks has done with their card system is good — there is considerable room for improvement. The improvements are part of a larger mobile payment ecosystem that begins with the handset.

OEM’s are working with with technologies such as RFID or its successor NFC. These technologies will allow the handset to be the credit card. Then we will need financial and network operator support — similar to what Discover, AT&T, Verizon and T-Mobile are working on. Next merchants must adopt the new technology — which for them must have a financial incentive. Finally, the litmus test is the actual consumer — will we use it?

Amplify’d from mashable.com

Mocha frappuccino and soy latte lovers rejoice: Starbucks is rolling out its Starbucks Card Mobile App for BlackBerry tomorrow, September 2.

In September 2009, Starbucks introduced its Starbucks Card Mobile app for iPhone (iPhone) and iPod touch, enabling the owners of those devices to reload their Starbucks payment cards, monitor their rewards cards and even pay for their purchases at 16 stores in Seattle and the Silicon Valley region. In June, the coffee company extended its mobile payment system to 1,000 Target stores in addition to the roster of Starbucks venues.

With the addition of BlackBerry support, Davidson said that roughly three-fourths of its customers now have access to the Starbucks Card Mobile app. While he didn’t confirm that an Android (Android) app was in the works, he did say it was the third-most requested app after the iPhone and BlackBerry.

Read more at mashable.com

 


Twitter Now Over 145 Million Users #mobile

These are some impressive stats for the — four year old company.

We talk about Apple and it’s 250 thousand apps but Twitter has nearly 300 thousand apps.

Amplify’d from techcrunch.com

When I read Twitter CEO Evan Williams post tonight about the state of Twitter from a mobile perspective, the first thing that jumped out at me what that Twitter for Android, an app Twitter worked hard on, isn’t even in the top 10 most-used apps for the service. But Williams also used the post to whip out some impressive numbers. Chief among them: Twitter now has over 145 million registered users (though presumably less than 150 million, or he would have said that). And there are now nearly 300,000 registered apps in the Twitter ecosystem.

  • Mobile users have jumped 62% since mid-April
  • 16% of all new users to Twitter now start on mobile (it was 5% before Twitter started doing branded mobile clients)
  • 46% of active users use some sort of mobile Twitter experience
  • 78% of people who interact with Twitter still do so through twitter.com — though that number includes people who use more than one app
  • m.twitter.com is the second most-used Twitter interface at 14%
  • SMS and Twitter for iPhone are tied at 8%

See more at techcrunch.com

 


Is Sprint Out of the Doghouse #mobile

This is a rather financially thick conversation but it’s worth the read. There has been talk during Q2 and Q3 that T-Mobile was for sale and Sprint was the suitor.

In reading this financial analysis of the top four mobile carriers — it’s Sprint that is ripe for purchase. The company has an EV of $29 billion. T-Mobile is sitting comfortably at an EV of $113 billion. If this acquisition is still on Deutsche Telekom’s radar — it would bring the spectrum rich Clearwire into the fold.

It does not appear that Sprint is financially stable — yet. Analysis have Sprint down as loosing subscribers and revenue over the next three years — ouch.

Amplify’d from seekingalpha.com

Now the kicker with Sprint is the fact that they have 48million subscribers. At $29billion enterprise value, that values each subscriber at about $600.

AT&T has an EV of about $220billion and 85million customers for a valuation of $2600 per subscriber. AT&T has some wireline business so we can give wireless 65% of the valuation or $143billion for a value per subscriber of $1700.

Verizon has an EV of about $190 billion and 87million customers for a valuation of $2200 per subscriber. They also have some fixed line stuff, but its earnings is nominal at the moment, at best maybe worth $10billion, which would make each wireless subscriber worth about $2000.

Deutsche Telekom’s (DT) TMobile has an EV of $113 billion with 40% of revs from US wireless equals $45.2billion. With 34million subscribers, it is worth about $1300 per subscriber.

A German marriage leading to an American pure-bred? TMobile has suffered a bit in the US as well. I wouldn’t be surprised if Deutsche Telekom took the initiative in making a stock offer for Sprint, and spinning out the US operations to shareholders at a cost of about $8/share.

Because I like its stock at a $29billion EV, you may want to look into some 10% yielding Sprint bonds as well. Personally I’d pick the shorter duration ones and try to pick up the senior secureds if possible.

Read more at seekingalpha.com

 


Google Making Extraordinary Counteroffers To Stop Flow Of Employees To Facebook

This story is rather curious. Google and Facebook battling it out for getting their hands on the best and brightest. I think that FB is playing a little dirty pool but I guess that is what you need to do when going up against that likes of Google.

Zuckerberg is sweetening the pot by offering low priced private stock as currency. When/if the company goes IPO — we could be looking at dozens of millionaires. Obviously, Google is countering some offers but not others. This game might set a dangerous precedence for both companies.

Amplify’d from techcrunch.com

Facebook is in what’s called a recruiting sweet spot right now. Out of control growth in users and revenue and a nearly certain IPO run in the near future. That’s when employee growth expands at the greatest rate for a company as it grows from hundreds to thousands and then tens of thousands of employees. And with low priced private stock as currency, companies in that position can generally get anyone they want.

One recent Googler, we’ve confirmed, was recently offered a counter offer he couldn’t refuse (except he did). He was offered a 15% raise on his $150,000 mid level developer salary, quadruple the stock benefits and…wait for it…a $500,000 cash bonus to stay for a year. He took the Facebook offer anyway.

Sources close to Google tell us that about 80% of people stay when they’re offered a counter to a Facebook offer. But some still leave. Part of that may be that Facebook is quietly telling people, never in writing, that there’s no reason their stock won’t hit $100 billion in total valuation over the next couple of years. No guarantees, yadda yadda, but hey if you get 1/10 of 1%, that’s $100 million in stock. Now it’s a party.

Read more at techcrunch.com