Google vs. Microsoft
I would hesitate to call MSFT out of the game simply because they are so huge in the enterprise
sphere.
I have set out to test the technology and by doing so, improve my vision of what trends are
underway. Last night was the annual Christmas/Hanukah meeting of a magic club that meets
on Golf Road in Evanston. I brought my bag of 'goodies' along and found that I could surf the
internet at 6 megahertz speeds using Sprint's WiMAX 4G signal. That was in the basement!
Currently I can use the smallish stick by plugging it into my NetBook directly or by plugging it
into my Personal Hot Spot. The option is also offered to purchase a NetBook from Sprint with the
WiMAX 4G device embedded inside.
My question is "When will the first SmartPhone appear that has WiMAX 4G built in?" My
second question is "Who is the most likely company to embed WiMAX into a SmartPhone?"
If the GooglePhone were to have such technology, I would suspect that both Sprint and Google
stock would rise substantially and rapidly. Meanwhile it makes the most sense that T-Mobile
(Deutsche Telecom) would be the first carrier to offer the G-Phone directly to the public simply
because only T-Mobile offers the ability to make phone calls over WiFi. Since WiMAX is a
longer distance version of WiFi, it only makes sense that this should occur.
Prediction One: First Google Smartphone will be built by HTC and be offered by T-Mobile. (This
is already rumored to be true, so I am cheating to make this prediction.)
My theory is that by the end of 2010, a WiMAX G-phone will be on the market. As evidence I
cite the fact that Google is a significant investor in ClearWire, which owns and operates the
2.5-2.6 GHz WiMAX spectrum and equipment. This makes them a partner with Sprint in this
venture and if you talk to Sprint salespeople, you will find that they are now reciting the "open
standards, open software" mantra also chanted by Google personnel. Perhaps VZ is promoting
the Droid more heavily than Sprint is promoting its Moment Android phone, but the one reason
for this is that Droid is at Android version 2.0 and the Moment is still struggling at version 1.5.
This means no cool version of Google Navigation and no Goggles at all. I can still find Crux
(The Southern Cross we call it in English) by lowering my Moment to a little below the horizon.
http://en.wikipedia.org/wiki/Crux Just that alone may convince you of what is happening and
how quickly it is happening.
You could make a list of such paradigm shifting events such as yesterday's release of the movie
Avatar. The one we are concerned with here is the existence of the Droid with Android 2.0
software. Look at the stars on your Droid. Then use it to guide you home. I looked at my Droid
as I pulled in front of my home and saw In this sky mode, point the Droid down to where the
sun has set and see how it is represented on the screen of the Droid. This "killer app" tells you
that you can have a combination of virtual reality and an X-ray machine in the palm of your
hand. Now find the star constellation called "The Southern Cross" which is only visible to
people living in the Southern part of the Earth. Now you can see what they can see given your
new X-ray vision.
When Windows 3.0 launched on May 22, 1990, the "killer application" was the card game
Solitaire. The human brain that existed at that time was clearly shocked and impressed by the
bright colors of the cards and their mobility on a green felt background. One quickly realized
at that point in time that it was not the specific game of Solitaire that would be the longer term
"killer application" but the concept that such visual products could be created on the Windows
platform. I was long MSFT LEAP calls at that time. I made a lot of money owning calls in INTC,
MSFT and CSCO. These companies were in their growth phases.
Then use the Droid to compare prices at Sam's Club. Here are some LED light bulbs for $5 each.
As you scan the bar code, you are told by your Droid that the price is the cheapest in the retail
planet. You confidently add the product to your shopping basket and make a note to yourself to
buy more GOOG stock Monday morning. Then you download Google Goggles and use it to
search for shops and restaurants. The unit becomes warm from the constant use of the internal
GPS system as you drive down the street. You point your Droid at a restaurant and realize that
soon you will be able to find a review from Zagat to any restaurant merely by pointing your cell
phone at it. Point your Droid at your Kindle and it comes up with the Wikipedia reference to the
Sextant which is the screen saver on the Kindle at this point.
WiFi is 2.4 to 2.5 GHz but limited to 300 feet transmission radius. WiFi shares their spectrum
with Microwave ovens, wireless home phones and Bluetooth. Compare the more public and
crowded WiFi/Microwave oven frequencies with the Corporate owned and operated 2.5-2.6
spectrum. No comparison. What is the worth of that spectrum? Who was the genius behind the
WiMAX movement? Craig McCaw founder of McCaw Cellular which was split and is now a part
of AT&T cellular and Clearwire. Craig's net worth was estimated at $1.65 Billion in 2009. This
Seattle businessman is not wasting his time giving speeches in Copenhagen about the evils of
capitalism. He is out there making capitalism and technology happen.
Take your Droid and take a picture of one of the more rare books on your shelf. I chose "Saving
Women's Lives". My Google Googles scan the cover of the book and in seconds I am at a page
which allows me to read a limited number of pages from the book. After I have checked that
Hologic is mentioned as well as R2 ImageChecker (both Synthetic Intelligence applications for
detecting breast cancer with a computer) the site tries to convince me to buy the book. I can
buy the physical book, a PDF file, or both. What percentage of sales will Google receive? I don't
know, but I am certain that Google will find plenty of ways to make money off of this system.
If I had bought GOOG stock at $400 in July of this year, I could have sold it on this past
Wednesday for $600. My stock profit would be 50%. (buy at 400, profit of 200, 200/400 is 50%)
Had I purchased December 400 Calls for $40 back in July, however, my $40 calls could have
been sold for $200 because the calls would give me the right to buy GOOG for $400 and I could
sell it at $600 this past Wednesday. The scenario would go this way. I buy GOOG $400 calls for
$40 in July. I place a limit order to sell the calls for $200. This order would have been fulfilled
this past Wednesday. My profits would be 400% with the call options ($40 goes to $200 for an
increase of $160. 160/40 is 400% gain) compared to the 50% with the ownership of the stock.
My gain is 8 times as much with the ownership of the call options.
What we want to do is to identify those stocks which we think will be going up rapidly and those
which will rise more slowly. We need to play with Droids, Moments, Zunes, iPhones, and
Microsoft Mobile Windows phones. We must compare prices, functionality, marketing,
popularity and potential profitability in order to determine which stocks to buy calls in, which
to purchase the stock and write the calls (less bullish) which to buy bull call spreads on and
which to have bear call spreads on.
donbot
Next
I would hesitate to call MSFT out of the game simply because they are so huge in the enterprise
sphere.
I have set out to test the technology and by doing so, improve my vision of what trends are
underway. Last night was the annual Christmas/Hanukah meeting of a magic club that meets
on Golf Road in Evanston. I brought my bag of 'goodies' along and found that I could surf the
internet at 6 megahertz speeds using Sprint's WiMAX 4G signal. That was in the basement!
Currently I can use the smallish stick by plugging it into my NetBook directly or by plugging it
into my Personal Hot Spot. The option is also offered to purchase a NetBook from Sprint with the
WiMAX 4G device embedded inside.
My question is "When will the first SmartPhone appear that has WiMAX 4G built in?" My
second question is "Who is the most likely company to embed WiMAX into a SmartPhone?"
If the GooglePhone were to have such technology, I would suspect that both Sprint and Google
stock would rise substantially and rapidly. Meanwhile it makes the most sense that T-Mobile
(Deutsche Telecom) would be the first carrier to offer the G-Phone directly to the public simply
because only T-Mobile offers the ability to make phone calls over WiFi. Since WiMAX is a
longer distance version of WiFi, it only makes sense that this should occur.
Prediction One: First Google Smartphone will be built by HTC and be offered by T-Mobile. (This
is already rumored to be true, so I am cheating to make this prediction.)
My theory is that by the end of 2010, a WiMAX G-phone will be on the market. As evidence I
cite the fact that Google is a significant investor in ClearWire, which owns and operates the
2.5-2.6 GHz WiMAX spectrum and equipment. This makes them a partner with Sprint in this
venture and if you talk to Sprint salespeople, you will find that they are now reciting the "open
standards, open software" mantra also chanted by Google personnel. Perhaps VZ is promoting
the Droid more heavily than Sprint is promoting its Moment Android phone, but the one reason
for this is that Droid is at Android version 2.0 and the Moment is still struggling at version 1.5.
This means no cool version of Google Navigation and no Goggles at all. I can still find Crux
(The Southern Cross we call it in English) by lowering my Moment to a little below the horizon.
http://en.wikipedia.org/wiki/Crux Just that alone may convince you of what is happening and
how quickly it is happening.
You could make a list of such paradigm shifting events such as yesterday's release of the movie
Avatar. The one we are concerned with here is the existence of the Droid with Android 2.0
software. Look at the stars on your Droid. Then use it to guide you home. I looked at my Droid
as I pulled in front of my home and saw In this sky mode, point the Droid down to where the
sun has set and see how it is represented on the screen of the Droid. This "killer app" tells you
that you can have a combination of virtual reality and an X-ray machine in the palm of your
hand. Now find the star constellation called "The Southern Cross" which is only visible to
people living in the Southern part of the Earth. Now you can see what they can see given your
new X-ray vision.
When Windows 3.0 launched on May 22, 1990, the "killer application" was the card game
Solitaire. The human brain that existed at that time was clearly shocked and impressed by the
bright colors of the cards and their mobility on a green felt background. One quickly realized
at that point in time that it was not the specific game of Solitaire that would be the longer term
"killer application" but the concept that such visual products could be created on the Windows
platform. I was long MSFT LEAP calls at that time. I made a lot of money owning calls in INTC,
MSFT and CSCO. These companies were in their growth phases.
Then use the Droid to compare prices at Sam's Club. Here are some LED light bulbs for $5 each.
As you scan the bar code, you are told by your Droid that the price is the cheapest in the retail
planet. You confidently add the product to your shopping basket and make a note to yourself to
buy more GOOG stock Monday morning. Then you download Google Goggles and use it to
search for shops and restaurants. The unit becomes warm from the constant use of the internal
GPS system as you drive down the street. You point your Droid at a restaurant and realize that
soon you will be able to find a review from Zagat to any restaurant merely by pointing your cell
phone at it. Point your Droid at your Kindle and it comes up with the Wikipedia reference to the
Sextant which is the screen saver on the Kindle at this point.
WiFi is 2.4 to 2.5 GHz but limited to 300 feet transmission radius. WiFi shares their spectrum
with Microwave ovens, wireless home phones and Bluetooth. Compare the more public and
crowded WiFi/Microwave oven frequencies with the Corporate owned and operated 2.5-2.6
spectrum. No comparison. What is the worth of that spectrum? Who was the genius behind the
WiMAX movement? Craig McCaw founder of McCaw Cellular which was split and is now a part
of AT&T cellular and Clearwire. Craig's net worth was estimated at $1.65 Billion in 2009. This
Seattle businessman is not wasting his time giving speeches in Copenhagen about the evils of
capitalism. He is out there making capitalism and technology happen.
Take your Droid and take a picture of one of the more rare books on your shelf. I chose "Saving
Women's Lives". My Google Googles scan the cover of the book and in seconds I am at a page
which allows me to read a limited number of pages from the book. After I have checked that
Hologic is mentioned as well as R2 ImageChecker (both Synthetic Intelligence applications for
detecting breast cancer with a computer) the site tries to convince me to buy the book. I can
buy the physical book, a PDF file, or both. What percentage of sales will Google receive? I don't
know, but I am certain that Google will find plenty of ways to make money off of this system.
If I had bought GOOG stock at $400 in July of this year, I could have sold it on this past
Wednesday for $600. My stock profit would be 50%. (buy at 400, profit of 200, 200/400 is 50%)
Had I purchased December 400 Calls for $40 back in July, however, my $40 calls could have
been sold for $200 because the calls would give me the right to buy GOOG for $400 and I could
sell it at $600 this past Wednesday. The scenario would go this way. I buy GOOG $400 calls for
$40 in July. I place a limit order to sell the calls for $200. This order would have been fulfilled
this past Wednesday. My profits would be 400% with the call options ($40 goes to $200 for an
increase of $160. 160/40 is 400% gain) compared to the 50% with the ownership of the stock.
My gain is 8 times as much with the ownership of the call options.
What we want to do is to identify those stocks which we think will be going up rapidly and those
which will rise more slowly. We need to play with Droids, Moments, Zunes, iPhones, and
Microsoft Mobile Windows phones. We must compare prices, functionality, marketing,
popularity and potential profitability in order to determine which stocks to buy calls in, which
to purchase the stock and write the calls (less bullish) which to buy bull call spreads on and
which to have bear call spreads on.
donbot
Next
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