20120426

Daum TV + or -

From its brand new Space.1 (spacedotone) headquarters in Jeju-do, South Korea, Daum Communications announced Daum TV and Daum TV+.

Daum TV is an Android base OS for smart TVs, Daum TV+ a set-top-box running on Daum TV. But since Daum doesn't provide any access, it cannot deliver as many goods as its rivals (and certainly won't fight with them for content rights), but that's an entry point for Daum Cloud services. A not-quite VNO planting a device at the heart of households.

The gizmo, a small black cube, will sell at E-Mart for KRW 199,000 (USD 174.9) and that's quite a bet. Daum already saw Google storm through the Korean market via Android smartphones, they don't want to miss the TV wars. But here, Daum is also up against Google and Apple, who can leverage on a global reach. Even Samsung is pushing Android instead of its own Bada...

To sum it up, this black cube is supposed to be a category killer, with the biggest players around as targets (operators, MSOs, manufacturers, OS...), but not much of an army of services or contents to support it.

Good luck.

mot-bile 2012



20120403

Apple - the end of the affair

When shareholders come first, you know innovation is not the priority. Mirroring Microsoft's decision to fork out billions from its war chest to the market years ago, Apple officialized the end of vision-driven business.

I know the talk of the town is rather if AAPL, GOOG, or PCLN can break the $1,000 barrier, but if I were a long term investor in the compay, I wouldn't feel happy.

My only worry: I hope the stock will not fall too soon. If Apple coughs, the Nasdaq plunges. I don't mind if Wall Street takes a dip, but I'm not okay if it leads to a November defeat for Obama.


mot-bile 2012



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