06. May 2016 · Comments Off on Spinning the IoT Haystack into Gold · Categories: News · Tags: , , , ,

IoT is quickly emerging as a very significant agent of transformation as it blends the physical and digital on-line worlds. As everyone has been told repeatedly by the consumer electronics industry, the home is a key target for applying the benefits of IoT-enabled devices. Consumers are now expecting devices and related services that will make their lives easier and more convenient. They expect their IoT-enabled home devices to evolve to new uses by working collaboratively as they become an integral part of managing their everyday home life.By 2017, it has been estimated that 90 million people will live in smart homes. By 2020, there will be 50 billion connected devices. The latest Gartner forecast predicts that by 2020 there will be $309 billion in incremental revenue opportunity in the IoT market.

Source: Spinning the IoT Haystack into Gold | Pipeline Magazine | ICE, OSS and BSS Technology News and Information

01. May 2016 · Comments Off on Is it time to invest in IoT?  · Categories: News · Tags: , , , ,

I published my first book, The End of Software, in 2004. At the time, I was president of Oracle On Demand, which served as a starting point for Oracle’s billion-dollar cloud business. In the book I discussed the fundamental economic reasons software should be delivered as a service.As an example of new startups in the field, I discussed four companies, VMware, Salesforce, NetSuite and OpenHarbor. None of them were public companies when the book was published. Salesforce was still under $86 million in revenue. While I didn’t get all four correct, three of the four have gone on to be major companies driving the second generation of enterprise software.

Source: Is it time to invest in IoT? | TechCrunch

01. March 2016 · Comments Off on U.S. wind bigger business than America’s favorite pastime · Categories: News · Tags: , , , ,

Building new wind farms in the United States has added $13 billion a year, on average, to the American economy over the past five years — more than the annual revenue generated by Major League Baseball each year, according to new information from the American Wind Energy Association (AWEA). Beyond Major League Baseball, wind’s average annual project investment in the U.S. over the last five years is also the same as the annual revenue generated by the National Football League, AWEA notes.

Source: U.S. wind bigger business than America’s favorite pastime – SmartGridNews

29. January 2016 · Comments Off on With The Pullback, Silicon Labs’ IoT Opportunity Looks More Interesting – Silicon Laboratories, Inc. · Categories: News · Tags: , , , ,

There aren’t many sectors doing especially well right now in the stock market, so the pullback in semiconductor stocks isn’t exactly surprising, let alone unique. As about a quarter of the industry’s revenue comes from industrial markets, and meaningful amounts come from computing, consumer devices, and phones, it is not so surprising that investors are worried about the outlook for 2016 even though multiple semiconductor CEOs have opined that the slowdown will be briefer and shallower than past downturns.This brings me to Silicon Labs (NASDAQ:SLAB). The shares of this microcontroller, sensor, and RF chip company have fallen around 15% since my last update, more or less matching the decline in Microchip Technology (NASDAQ:MCHP) and outperforming NXP Semiconductors (NASDAQ:NXPI) over that period. While the company has definitely had some challenges with more commoditized competition in segments like TV tuners, the company’s Internet of Things (IoT) business continues to grow nicely.

Source: With The Pullback, Silicon Labs’ IoT Opportunity Looks More Interesting – Silicon Laboratories, Inc. (NASDAQ:SLAB) | Seeking Alpha

16. December 2015 · Comments Off on A whole new world: How IBM is gearing up for the Internet of Things · Categories: News · Tags: , , ,

To some the Internet of Things is a very new idea: connecting up everyday objects to collect new streams of data — and maybe even new streams of revenue too — may seem a relatively recent trend.But to others it’s a continuation of work that’s been going on under a different name for some time. IBM, for example, has been offering products and services based around tech conceptrs like ubiquitous and pervasive computing for years. Building on its previous work, earlier this year Big Blue decided to invest $3bn to set up a dedicated IoT unit.

Source: A whole new world: How IBM is gearing up for the Internet of Things | ZDNet