In the scenario, PayPal rebrands everything Discover and uses the Discover Network to penetrate the $6 trillion in store spend opportunity in the United States.
Monday, January 17, 2011
How PayPal Quickly Gets into Mobile Payments in a Big Way
With a $10 billion market cap, Discover Financial Services is ridiculously undervalued, says consultant Philip J. Philliou. "$10 billion is barely fair value for the card portfolio and yet, it is the network that makes DFS most attractive," says Philliou. "My wildcard bet is that PayPal acquires DFS."
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Data Centers are the New Wrinkle for Capacity Firms
Executive Interview: Bill Barney, CEO, Pacnet from ptctv on Vimeo.
Pacnet CEO Bill Barney talks about what's going on in the capacity business, especially changes wrought by video, hosted apps and cloud computing.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
The Six Big Global Service Provider Challenges
Executive Interview: Scott Puopolo, Vice President, Global Service Provider Practice, IBSG, Cisco from ptctv on Vimeo.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
HTC EVO 4G $99 on Amazon
The HTC EVO 4G, which sells for $199.99 from Sprint, is now available for a bargain $99.99 when purchased through Amazon.com, with a service plan. It is available in both black and white color schemes.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Apple iPhone 5 Will Be "Completely Redesigned"
The Apple iPhone 5 will be a completely redesigned handset, says Engadget. That's just the sort of thing that can refresh the whole installed base of devices. Possibly due as early as the summer of 2011, the looming prospect of a completely-redesigned iPhone is likely to start causing users to wait on buying an iPhone 4.
That might be of special concern for Verizon Wireless, which just began selling the iPhone 4.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Amazon Will Control Android App Store Pricing
Amazon.com's new Android App Store is interesting for a couple of reasons. It would be a new and potentially influential independent app store, with huge brand name recognition.
Amazon at least potentially could play a role in curating mobile applications in way slightly different from what Apple has been doing at its own app store. Apple approves all apps. Amazon will do so as well, but says it will retain the right to determine the selling price for a paid app. That is consistent with Amazon's policies for other key products, such as Kindle e-books.
But that policy would be different from the model prevailing at most other app stores, especially the Android and iPhone stores.
It's hard to know in advance what impact such policies might have, but Amazon is an experienced retailer intent on applying sales knowledge to mobile apps as well. There is bound to be some friction, with some developers, over the control of retail pricing. On the other hand, Amazon and Apple have found good success with other products able to establish a consumer expectation of prici
Whether that can be done with applications of many types remains to be seen, but Amazon's approach will be instructive.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Mobile Allows Marketing to Shoppers at Every Touchpoint
Location-based check-ins and in-store mobile are starting to become significant for both retailers and brand marketers. And in the post-shop phase brands and retailers should find creative ways to encourage shoppers to share their stories on social media.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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