10 Jul RESEARCH PAPER: Wireless Technologies for Home Automation

Simply put, there are too many choices for today’s low-end mainstream1 and DIY2 consumer when it comes to connecting the new breed of Home Automation (HA) equipment. With the plethora of thermostats, lights, locks and consumer friendly HA devices hitting the market from Nest, Philips, Belkin, Honeywell, Insteon, Schlage and others, it has become increasingly difficult […]

26 Jun Apple v. Google: The Gloves Come Off in the Home

With the announcement this week of Nest Labs purchase of Dropcam, along with their announcement of a new developer platform, including API’s, Google has finally given us an inkling as to where they are going with their home automation strategy. Apple revealed their plans a few weeks ago at their World Wide Developer’s Conference, when […]

23 Jun The Elusive Chase for the Automated Home

Back in December, Patrick Moorhead wrote a piece on Revolv and his experiences with integrating it into his Home Automation (HA) system, a key piece of the ubiquitous Home Internet of Things (HIoT). Pat gave the Revolv Smart Home Hub and App a run-through by actually using it in his home and concluded that Revolv’s […]

09 Jun The Server Industry Needs A New Segmentation, And We’re Here To Help

One way to figure out that a market is mature is that as the customer base stabilizes and stops growing so much, and even flattens out, segmentation becomes increasingly complicated and fragmented. This is a challenge for server giants like Hewlett-Packard, Dell, and IBM. The current enterprise IT datacenter market is following just that path. […]

02 Jun Apple WWDC 2014: All About Choice And Growth

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I had the pleasure of attending the Apple WWDC 2014 keynote in the Moscone West Convention Center in San Francisco. While Apple didn’t introduce any new hardware, they did announce a dizzying array of software and service improvements for today, but more interestingly, for tomorrow. Two key themes I recognized were “choice” and “growth”, and […]

16 May RESEARCH PAPER AND PRESENTATION: Segmenting the Internet of Things (IoT)

You can download the updated paper here. You can download the summary presentation here. Table of Contents Introduction How Does Behavior Apply to IoT? Describing IoT Market Segments IoT Market Segment Detail Monitoring Operational Life Attainment IoT Model Axis Differentiation The Elephant in the Room: Big Data Call to Action Figure 1: IoT Segmentation Figure […]

11 Dec Revolv: The Answer To Home Automation IoT Anarchy

Home automation has had its fits and starts for the last 20 years, but it appears that most of the variables are in place to ignite serious growth in this currently nascent market. As I wrote about here, there are challenges and a few different solutions in home automation. If the consumer desires a best of breed […]

04 Nov ARM Holdings Study: Internet Of Things (IoT) Is Closer Than You Might Think

The Internet of Things (IoT) means many things to many people and there are many questions about how far we are from mass-market IoT adoption. Last week, ARM Holdings and The Economist published a very interesting research piece showing that amongst 779 senior business leaders, the IoT is a lot farther along than you may think. I’d like to share with you […]

29 Oct Who Wins In The Industrial Internet Of Things (IIoT)?

When many non-techies hear the phrase, “Internet of Things” (IoT), their eyes glaze over and they get that sleepy or puzzled look. To those in the tech industry, it is looked at in two ways- to some it’s massive hype, but to others, a massive economic opportunity. I believe IoT is a huge business opportunity, […]

09 Oct Are Frustrated Cisco End Users Now Driving The SDN Agenda?

Unbeknownst to many, there will be a very important meeting tonight that could have a significant impact on SDN’s (Software Defined Networking) future. Tonight, the ONUG (Open Networking Users Group) board of directors, including executives from Bank Of America, Citigroup, Fidelity Investments, GAP Inc, JP Morgan Chase, and UBS will meet with the leaders who are defining SDN standard.  While I’m […]

26 Sep The Problem With Home Automation’s Internet Of Things (IoT)

Home automation for years has been the domain of home installers outfitting wealthy consumers with $10,000- $100,000 setups to control lights, home theater, security, air conditioning, and home audio.  After many fits and starts, more mainstream home automation appears to be growing out of that rich niche as evidenced by all the DIY (do it […]

18 Jun Why PC Modularity Could Be Successful

Modularity in electronics is defined as being able to transform or extend from one device into another. In smartphones, it has been very successful and for the most part, it has displaced the mp3 player, and GPS.  For many, the smartphone displaced a portable game device and a camera.  Some consumers are using their phones […]

31 May Intel’s Haswell Dramatically Strengthens The “2 In 1” Device Argument

Modularity is basically the concept that one device’s utility can be extended to another.  I’ve been researching device modularity since 1996 and have kicked it into high gear over the last few years with phones, tablets andPCs.  Think of how the smartphone has sucked in the GPS, mp3 player, and camera and has the potential to do the […]

21 May SKAA: Displacing Apple AirPlay As The New Premium Wireless Music Standard?

Wireless audio is booming as a consumer category.  All one needs to do is walk into a retailer like Best Buy BBY -0.99%and see the multiple rows dedicated to it. Wireless audio benefited from the general growth of the premium music headphone phenomenon, and we have Beats Audio and Dr. Dre to thank for that.  The majority of the wireless audio products […]

26 Apr The Soft Improvements in new PCs Could be their Biggest Draw

Last week was an ugly week for the computer world. The IDC figures that came out for Q1 said that it was the biggest contraction the PC market that had ever been seen since their tracking began. The best Apple could muster was a slight YOY decrease in Mac sales, which looked great compared to the rest of the […]

17 Dec Dell’s “Five Forces” Will Define its Future

Dell held its second annual Dell World conference in Austin, Texas last week.  This young and energetic conference was a refreshingly honestand candid look at Dell’s transformation from PC assembly to global services and solutions.  Where most corporate conferences focus on selling what’s in or about to enter the sales cycle, Dell World focused on telling Dell’s story for the rest […]

15 Oct What Many People Are Missing About HP

On October 3, HP held their Securities Analyst Meeting, which I attended in person at the Concourse Exhibition Center in San Francisco. This is a day, like all major public companies have, where senior management discusses their plans for the future with the major institutional investors. Based upon the reduced stock price afterwards, the message didn’t […]

27 Aug Apple vs. Samsung: What Doesn’t Compute

I’m not a lawyer, but I am an analyst who unfortunately has participated in some of the largest corporate legal battles, has two immediate family members who are IP lawyers, and has had to decide on industrial design for consumer electronics. None of this qualifies me to give legal advice, but I am able to […]

22 May Why Apple is Wrong About Convertibles

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On Apple’s last earnings call, CEO Tim Cook responded to a question on Windows 8 convertibles by saying, “You can converge a toaster and a refrigerator, but those aren’t going to be pleasing to the user.” At first glance, this makes total sense, and from the company that brought us iPod, iPhone and iPad, this […]

13 Apr Windows 8 Store: with 99 Metro Apps, is it Behind Schedule?

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It has been over 6 since months since Microsoft held its Windows 8 BUILD event for ecosystem partners. These partners included application developers, OEMs, ODMs, and hardware partners. At BUILD, Microsoft officially launched its application development tool, Visual Studio 11 Express Betaand provided the first instructions on how to best develop apps for the new […]