(正體中文) Cloud and Mobile Computing – 2 Tech Trends to Watch (Part I)

The investment world keeps on looking out for good ideas in emerging technology to invest money to earn higher return. The perspective learned from the institute investors may serve a purpose of helping us gain insight into what technology is hot now. Here is a view shared by Gavin Baker,  the fund manager of Fidelity OTC  Portfolio that invests in just one thing: the future of technology.

In a recent interview at Fidelity.com, Baker said he is looking at three emerging trends that are helping to shape the way he invests: cloud computing, mobility, and personalized medicine. We will covers his views of cloud computing and mobility in this and next blog entries

 

Cloud Computing


Cloud computing is “back to the future.” The first wave of computing focused on the mainframe and minicomputer, which centralized processing power. A second stage was anchored by the PC and client-server architectures—which moved the computing power out to every desk and server closet. Now, plentiful, high-speed bandwidth is ushering in a third era, which marks a return to centralized processing power—the cloud—with the crucial difference being that this centralized processing power is easily accessible to users on a variety of devices ranging from smartphones to PCs. A simple example is the switch from an e-mail program that you store on your computer to one you access over the Web.

 

With cloud-based models, all the software, processing, and storage is handled remotely and the data is available anywhere in the world, at any time, and on any device with Web access.

 

it offers users lower costs and more convenience. (See the chart to the below.) Essentially, what we’re witnessing is a transformation of computing into a utility. You can open your mobile devices anywhere and access supercomputing power. Companies aren’t buying servers, networking gear, databases, operating systems, or applications directly; instead, they are buying these as services.

Moving to the cloud can potentially save companies money

One cloud segment on the verge of exploding is known as infrastructure as a service, or IAAS. IAAS customers buy raw computing, storage, and networking in one package. Users are provided with an operating system and database, and can write and run their own programs. The software as a service (SAAS) market is growing rapidly as well. Here, companies and other users log on to a Web site to access a specific software program—anytime, anywhere, from any device. Besides, cloud-enabling technologies such as WAN optimization and virtualization that can increase the efficiency of banks of servers working together in a data center or improve the end-user experience by accelerating the effective speed of their connection to the cloud.

 

Reference:

https://www.fidelity.com/viewpoints/three-tech-trends?ccsource=email_monthly

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(正體中文) Video gaming paradigm shift? Platform shifting? Place shifting?

In new product development theory developed by Kim Clark and Takahiro Fujimoto at Harvard Business School, there is so called platform innovation strategy. It is widely adopted by auto industry to introduce a new model every few years base on the same automobile platform, for example, Toyota’s renowned Camry platform. This is the same strategy employed by Nintendo. However, Nintendo may finally have to come to term with the new paradigm shift in video gaming industry – the platform shift made possible by new computer, communication and electronic technology.

For the past 30 years Nintendo has remained rooted to the traditional model of selling consoles that play games stored on cartridges or disks. But other, less-expensive ways such as social gaming, online gaming, and mobile gaming to play games are gaining ground quickly.

When the videogame world descends on Los Angeles this month for Electronic Entertainment Expo, or E3, the industry’s annual gathering, Nintendo Co. stands in the spotlight. E3 has long been a springboard for new gaming consoles—historically released every five or six years—which help spur demand for both hardware and software. Nintendo provided a sneak peek of the new system that it calls the Wii U.

The Wii U may test whether Nintendo can stay the course amid tides of change washing over its industry.
Where Wii games often cost $25 to $50, game apps for smartphones and tablets—many of them free or priced as low as $5—are a new alternative for Nintendo customers.

Meanwhile, Zynga Inc. and other companies have pioneered a field called social gaming, offering online games that are free to play while charging users for additional features. Rival console makers Microsoft and Sony have built online networks to enhance the appeal of their hardware
Nintendo’s new machine, slated for release later this year, aims to build on the Wii’s success. It incorporates the original Wii’s wand controllers with a new tablet-like controller with a six-inch touchscreen display, a built-in camera and motion sensors.

The concern is: The Wii was very successful in attracting noncore gamers, but can Nintendo do the same with the Wii U when mobile phones and tablets can offer so many free-to-play games?

Now do you find that you spend more time on your phone and tablet playing game than on a game console? If so, then the platform- and place- shifting is happening to you. You are no longer bound to gaming on TV.

Reference:
1. Wall Street Journal, June 3, 2012 : “Nintendo Puts Hope on New Wii at E3 Show”, http://online.wsj.com/article/SB10001424052702304821304577440633755327436.html?mod=ITP_marketplace_1
2. Kim Clark and Takahiro Fujimoto, Product Development Performance: Strategy, Organization, and Management in the World Auto Industry (1991)

http://www.amazon.com/Product-Development-Performance-Organization-Management/dp/0875842453

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