This report was sent to customers on September 1, analyzing technology trend developments in August. For more information on our subscriptions e-mail sales@grizzlyanalytics.com.

		Three companies were acquired this month in the area of location-based deals promotions. This is part of a larger trend of deals moving from e-mail subscription to mobile location. Until now, mobile location-based access to promotions has primarily been “pulled” by users, who ask to be shown nearby promotions on a map. We predict that this will move to a “push” model, where users are notified of nearby promotions as they move around and navigate to their destinations.
		The current consolidation in mobile OS platforms is hurting systems that have less 3rd-party applications than the leading systems. This is one reason for recent circumstances of HP’s WebOS, RIM, Symbian and MeeGo. We explore uses of mobile platforms that may succeed even with fewer 3rd-party apps.
		NFC tag printing is getting to the stage where NFC tags can be produced cheaply and in large quantities. We look at the companies in that industry and the new trends in how these tags can be used for non-payment NFC applications.
		We believe that Steve Jobs left Apple with his influence already given for the next technologies in Apple’s pipeline. We present our reasons for speculating, based on Apple research, that this includes embedded projectors, eyeglass displays, LED styluses, and solar powered phones.

Executive Summary
Grizzly Speculations
Mobile Technology Opportunities
Summary of Broader Implications of Trends
Financial Market Implications of Mobile Trends
Table of Contents
Mobile Industry Acquisitions in August
  29 mobile-related acquisitions, 2 significant investments
  Continuing Acquisition Trend: Daily Deals, Now Location-Based
  Acquisition Trend: Consolidation in Mobile Casual Gaming
NFC Tag Printing for Non-Payment NFC Applications
  Uses of Printed NFC Tags
  Reading Passive NFC Tags
  New Companies in NFC Tag Printing
  August Developments in Non-Payment Application of NFC
  Building on an Already-Growing Trend
  Recent NFC Technology Developments
  New NFC Devices
  Grizzly Analytics Predictions for NFC Tag Printing
  Broader Business Implications of NFC Tag Printing
  Financial Market Implications of NFC Tag Printing
Alternative Uses for Mobile OS Platforms
  Consolidation of Mobile OS Ecosystems
  Long-Term vs. Short-Term
  Vertical Markets
  Automobile Infomatics
  Connected TVs and other Appliances
  Grizzly Analytics Predictions for Mobile OS Platforms
  Broader Implications of New Uses of Mobile OS Platforms
  Financial Market Implications of New Uses of Mobile OS's
Location-Based Deals and Promotions
  Adding Mobile Location to Deals and Promotions
  Location-Based Deals Developments in August
  From Push to Pull, and Back to Push
  EBay Moving Towards Location-Based Promotions
  Nokia Research Integrating Navigation & Promotions
  Microsoft Research in Using Routes to Deliver Promotions
  Grizzly Analytics Predictions for Location-Based Deals
  Broader Implications of Location-Based Deals
  Financial Market Implications of Location-Based Deals
Apple’s Technology Pipeline
  Steve Jobs’s Resignation
  Recent Granted Apple Patents
  Apple’s Previous Opposition to Stylus Input
  Apple’s Touchscreen Agenda
  Apple’s Light-Stylus Approach
  Apple Research in Embedded Projectors
  Other Developments in Embedded Pico-Projectors
  Eyeglass-Based Heads-Up Displays
  Solar-Powered Phones
  Grizzly Analytics Predictions for Apple’s Technology Pipeline