Monday, January 3, 2011

28% Say They Plan to Buy a Kindle

Some 28 percent of Internet users surveyed by J.P. Morgan in December say they either own a Kindle or plan to buy one in the next year. That's a significant number, even if actual behavior doesn't exactly track expectations.

The Kindle is already Amazon's top-selling product, with an estimated more than five million sold since August, and with that kind of buyer intent, the e-reader will continue to be a hot item in 2011.

The survey also bolsters the claim of Amazon CEO Jeff Bezos that iPad owners are buying Kindles: 40 percent of iPad users surveyed already own one, and 23 percent plan to buy one in the next year.

Is Media Industry at a Crossroads?

When investment capital floods into any industry, you can be sure it is because of expectations of major growth. Conversely, when such capital does not get deployed, you can be equally sure that investors are skeptical about outsize returns.

So it might be said that a lack of fresh investment in "Hollywood" ventures signals lack of expectations. Still, many would argue that the entertainment industry remains at a critical inflection point.

That game-changer is already here in the form of technological innovation: new media, web-based streaming and the hardware that is catching up to these virtual-era breakthroughs. But all of those developments might lead investors to conclude that fresh capital is better deployed in companies that try to harness new media, not the legacy content creators.

TV apps will be key focus at CES 2011 - Lost Remote

While new tablets, smartphones and 3D television sets will grab much of the attention at the upcoming Consumer Electronics Show, perhaps another important theme will be the surge of internet-connected sets and TV apps.

“TV manufacturers see the opportunity to provide that content built in,” says Jason Oxman, senior vice president of the Consumer Electronics Association.

Apple Leads Smartphone Installed Base, Android Leads in Share

According to November data from The Nielsen Company, the popularity of the Android operating system among those who purchased a smartphone in the last six months (40 percent) makes it the leading OS in terms of market share, defined as new sales. Apple still leads in terms of installed base.

But despite its surge among recent acquirers, when it comes to overall installed base of users, Android OS (25.8 percent) is still behind Apple iOS (28.6 percent). RIM Blackberry’s position is less clear: Its share (26.1 percent) puts it within the margin of error of both Apple iOS and Android.

10 Huge Companies That Facebook Is Now Worth More Than

Facebook's recent investment from Goldman Sachs gives it a valuation of $50 billion, which makes it bigger, in terms of valuation, than Starbucks.

Facebook is worth more than United, American, Delta, JetBlue, and Southwest Airlines combined (About $32 billion combined market cap.

Valuations are what they are. But comparisons like this remind me of the Internet bubble at the turn of the century. Scary.

Facebook Worth $50 Billion?

Facebook has raised $500 million from Goldman Sachs and a Russian investor in a deal that values the company at $50 billion, according to the New York Times.

The deal makes Facebook now worth more than companies like eBay, Yahoo and Time Warner.

Wi-Fi Could Drive VPN or Mobile Broadband Demand

Firesheep allows anyone with a Firefox browser to hijack the sessions of anyone on the same Wi-Fi network using a few dozen popular content, commerce, and social-networking sites by snarfing cookies that pass in the clear.

A virtual private network connection that encrypts all data is the most-secure form of protection, but most people don't buy such service, which retails for $40 to $70 a month. Beyond that, Secure Socket Layer protection for email and HTTPS Everywhere for web browsing are helpful.

If a user wants security, and is willing to pay $40 to $70 a month, some of us might say "why bother?" with Wi-Fi and just buy a mobile broadband service. All the other tools to protect email and web browsing are available no matter what the connection, and a mobile broadband connection is arguably more secure than any public Wi-Fi connection is.

Net AI Sustainability Footprint Might be Lower, Even if Data Center Footprint is Higher

Nobody knows yet whether higher energy consumption to support artificial intelligence compute operations will ultimately be offset by lower ...