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Grizzly Mobile Monthly - June 1, 2011
Analyzing trends from May 2011
This report was sent to customers on June 1, analyzing technology trend developments in May. For more information on our subscriptions e-mail sales@grizzlyanalytics.com.
EXECUTIVE SUMMARY
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Microsoft’s acquisition of Skype raised a lot of eyebrows throughout the industry. Analysts remain unclear as to why Microsoft bought Skype. We believe that Microsoft has many reasons to buy Skype, one being that telephony of the future is very likely to be built on a platform like Skype. We expect to see a fast transition in the next few years to flexible call routing between phones and devices.
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Local.com’s acquisition of Krillion, and EBay’s recent acquisition of Milo, all reflect a mega-trend of local search systems searching store products in-stock. We believe that product search is likely to become a primary element of mobile search and that we’ll see further consolidation in the area..
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A Google research presentation revealed a seven-element vision of cellphone NFC. Several of these elements are already launched by Google, while others (such as device-to-device connectivity) are not yet. We show areas that Google is likely to move into, and show that NFC tags can blend very closely with cloud computing services and content.
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DETAILED TABLE OF CONTENTS
Executive Summary
Grizzly Speculations
Mobile Opportunities
Summary of Broader Implications of Trends
Table of Contents
Mobile Industry Acquisitions in May
17 mobile-related acquisitions
Google’s Acquisition of SparkBuy
RIM’s Acquisition of Ubitexx
BumpChat’s Acquisition of Bump.com
Microsoft’s Acquisition of Skype
Microsoft Acquires Skype
Media Speculation About Why Microsoft Acquired Skype
Grizzly Analytics Speculation
VoIP Meets POTS
Google Voice Meets Sprint
Microsoft/Nokia/Skype vs Google/Android
Grizzly Analytics Predictions for Microsoft/Skype
Local Search Starting to Reach Product Inventories
LOCAL.COM Acquires Krillion
The Key Trend: Local Search Moves to Products in Stock
EBay: From Online Products to Local Products
Google Place Pages
Other Local Product Search Companies
Bing and Yahoo! Local Search
Grizzly Predictions for Local Product Search
Broader Implications for Local Product Search
Google’s NFC Vision
Google Initiatives in NFC
Google Research Presentation Reveals Vision for Mobile NFC
Relating Advertising to NFC
A Broad Vision of Mobile NFC
Interactions that Lead to Commercial Transactions
Seven Elements of Google’s NFC Vision
Current Status of Google Implementing its NFC Vision
Comparison with Nokia’s NFC Vision from 2008
Nokia Patent Filings Related to NFC Vision Elements
Competitor’s R&D Related to This Vision
Market Drivers for Broad NFC Adoption
Grizzly Predictions Regarding Google’s NFC Vision
Broader Implications of Google’s Broad NFC Vision
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