JimPinto.com - Connections for Growth & Success
No. 23 : November 9, 2000
JimPinto.com eNews is a new-age newsletter, published irreverently and
irregularly by Jim Pinto.
Business, marketing & futures commentary. New attitudes and no platitudes. We tell it like we see it. Stay e-tuned....
Contents:
- Ending War - A Trend Analysis
- NAFEC - the big brains huddle
- Bluetooth products are coming
- Bandwidth Abundance
- Nostalgic Poetry - DOS Days of IBM & Microsoft
- JimPinto.com - eMerchant
- eFeedback - TechnoFutures or M&A Commentary?
Ending War - Trend Analysis
The World Future Society (WFS) annual OUTLOOK Report (2001), identifies
several intriguing trends that offer hope for the end of war:
-
Demographics: The graying of societies means countries may be less-willing
to put precious youth in harm's way to further government policies.
-
Technology: Future conflicts may be limited to disrupting electronic
targets (cyberwar) rather than killing humans.
-
Economics: Globalization means that multinational corporations, with
facilities all over the world, have too much to lose from conflicts, even
from bloodless "cyberwars."
-
Society: The Internet allows people to work and socialize in multiple
countries, enhancing understanding.
-
Government: Global governance will likely be "multicentered," with
different "regimes" to solve global problems related to the environment,
trade, and human rights. Rather than nation-states in perpetual conflict,
look for a truly global society.
OUTLOOK 2001 appears in the November-December 2000 issue of The Futurist.
Visit the WFS website
NAFEC Summit Conference
Dick Morley, PLC inventor and now Chaos-guru, recently took part in the
NAFEC (New Approaches to Financial Economics) summit conference in Santa Fe
New Mexico. He was in heady company - John Holland, originator of
"genetic algorithms" and Benoit Mandelbrot of "Mandelbrot Fractal" fame,
among other cerebral elite.
Historically, financial economics has been cast in terms of Newtonian
physics. However, Complexity Theory views this as a complex adaptive
process, a paradigm shift that changes our view of future economies and
markets. NAFEC concluded that the "new economy" has a new value parameter -
equity growth as opposed to income and dividend growth. So, the classic
companies that have value based on "old" parameters (dividend and profit)
have relatively low market valuations. On the other hand, in today's
market, the valuations for growth are much higher. The Amazon approach:
"First, we want market share, then equity growth and finally returns to the
customer when we are mature and have market saturation".
The next best thing to attending NAFEC is to take a look at the program,
the illustrious speakers, the agenda and "feel" the ambience.
Visit the NAFEC website
Bluetooth Products are coming!
In a previous issue of eNews we discussed Bluetooth, the local-area (30-100
feet) wireless interface which aims to unify the fragmented wireless world.
(Bluetooth is named after a Viking leader, who unified large parts of
Scandinavia).
Read Bluetooth is Coming
Using Bluetooth, you can link your cell phone to your notebook computer
without any wires - to update your email files just before you board a
plane. As you relax in your seat, you can listen to MP3 music from the
laptop in your briefcase on a hands-free headset. Or, better still, since
an airplane is an ideal "local area", the airline will provide Bluetooth
headsets for music and movies, without those annoying wires or audio-tubes.
Soon, we'll begin to see cars with Bluetooth networking factory-installed -
the car's 'hands-free' kit will automatically make use of the phone in your
pocket or briefcase! And of course, secure encryption disallows others from
accessing your private information.
Bluetooth product directions - PCIA GlobalXChange conference
PCWorld.com Review of Bluetooth Directions
The Motorola 270c Bluetooth-enabled CMDA cell phone will, in addition to
several "conventional wireless" features, use Bluetooth to provide
short-range personal area networking.
Take a look at the Motorola 270c which has Bluetooth connectivity
Neat hands-free headset from GN Netcom
A new pen let you use pen and paper together with all the possibilities of
information technology - you can handwrite write a letter on a notepad and
send it off as an email; write the address and tick the designated box.
The pen holds an ordinary ink cartridge, with writing visible to the eye
just like a normal pen. A force-sensor measures the stylus tip force and
the position on the pad is monitored as you write. Every sketch or note can
be faxed or e-mailed.
Take a look at the Anoto pen
But, like anything else, there are obstacles. eWEEK Labs takes a look at
some of the hurdles that Bluetooth technology still faces.
Bluetooth still faces hurdles
Bandwidth Abundance
The insatiable demand for bandwidth continues - e-commerce and
e-collaboration, video, vast databases of 3D images, music, group gaming,
movies on demand, dialup video telephones. Can you imagine trying to do
all these things over a 32kbps telephone modem? Indeed, my cable modem -
always on, and typically delivering about 500 kbps - has made a significant
difference in my way of life. I e-communicate with friends, associates and
the world in ways I wouldn't consider otherwise. I send and receive photos
and books I wouldn't dream of downloading with a modem! And the always-on
Google search engine on my website provides access to ANY information with
blinding speed. While I talk with you on the telephone, I'm looking at your
information on the web....
Gilder's Law states that bandwidth is doubling every twelve months, even
faster than Moore's Law (computer power doubling every 18 months). Gilder
insists that the availability of is changing quickly, from scarcity to
abundance. The winners produce products based on that premise.
Optical fiber is making this possible - the capacity seems unlimited;
technology improvements bring more and more capacity. Today, a single stand
of fiber can carry the entire world's Internet traffic. Imagine if that
strand was connected to everyone's home and office. Soon it will be.
In my last eNews, I mentioned George Gilder's new book Telecosm. I'm
still reading it and am enthused about his visions and predictions. This
book provides some very insightful thinking about the new bandwidth
explosion that is making new markets and giving birth to new corporate
giants. Read it!
George Gilder's Telecosm
Review the growth of public broadband Internet access and revenues
DOS days at IBM - Nostalgic Poetry
I "found" some of my old (1989) poetry that you might enjoy. This was when
I first "discovered" Lewis Carroll as a way to parody real-life, to
describe a strange situation in a way that couldn't really be expressed in
"prose".
These poems were written at the time when the open-architecture of the IBM
PC and MS-DOS had become the standards and the PC-clones were running amok!
IBM was still the "big blue" and the icon of computerdom and was trying to
wrest back control through introduction of their new MCA-bus and OS/2
software.
If you know "Jabberwocky" and "Father William" from Lewis Carroll's Through
the Looking Glass, you might like to look at these parody-poems:
PC-Wocky
You are old Father Big-Blue
JimPinto.com - eMerchant
Do you know that you could buy books, CDs and lots of other things through
the JimPinto.com "portal"? You simply click on the Amazon icon and are
transported to "The World's largest bookstore". As an Amazon.com
affiliate, if you buy any of the books I suggest, I get a commission! And,
if you continue your shopping visit to buy other things - a camera, CDs,
toys or whatever - I still get a cut. Not bad, eh?
Try this link - and buy something
Hey, I'll bet you won't guess the total commissions I earned last
month....!
eFeedback
My past links with the industrial automation business inevitably bring me
lots of insider news and views before it gets around too much. And, it
seems that the industry journals shy away from reporting some of the harsh
facts. So, I feel that some of the content of this eNews, relating to
industry mergers, is indeed valuable and useful. Some of my eNews readers
prefer my discussions on "technology futures" rather than the somewhat
"boring" acquisition news. But, others have encouraged me along the path of
industry commentary.
Steven E. Braun (seb@sebraun.com) e-wrote:
"Boring? Au contraire! Please keep up with this industry mergers and
analysis stuff! I have been in the industrial automation business for 25
years and I have been convinced for many years now that the writing has
been on the wall, which few have read. I was working for Allen-Bradley when
Rockwell bought them; I went to work for Siemens when they decided to buy
into the US PLC market. I am disappointed that little has really changed
over the last 10 years."
Regarding the GE acquisition of Honeywell, Steve Braun continued:
"The GE organization with Neutron Jack's capable leadership will inexorably
grind the Honeywell IAC into something completely unrecognizable. While
they are at it, any acquired talent will have long since fled."
Robert Vestal (RVestal@bandag.com) was also encouraging:
"Keep it coming! Keep on doing the Business Merger thing; I work in a
vacuum and this is about the only rumors I get. It's easy for those to
skip a section they don't care about. When I signed up for JimPinto.com, I
figured I'd cancel after a few weeks, but I intend to keep on
listening...."
Thanks for the feedback Steven and Robert and many, many others! This
continues to be a labor of love - JimPinto.com eNews will go where you
want to go!
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