TECHNOBABBLEApril 2011

Copyright © 2011 The New Group. This document contains information that is confidential and property of The New Group.

NEWSiPad 2

Other tablets:Xoom, Galaxy Tab 8.9 and 10.1, PlayBook, LG

NEWSNew browsers!

IE 9 FF 4 Chrome ###

Twitter: no new client apps!

Facebook’s contextual ads

Yahoo: super-search

Amazon App Store

Google’s Think Quarterly

DISCUSSIONNFC

National Football Conference: NO

Near Field Communication: YES

What is NFC?A set of short-range wireless technologies (< 4cm) ISO/EIC standard approved 12-8-2003Always involves an initiator and a target Initiator generates RF field

Can power a passive targetTags, stickers, and things w/o batteries

Peer-to-peer also possible

What use is NFC?Mobile paymentMobile ticketingSmart posters IdentificationElectronic keysDevice communication (P2P)

Mobile paymentDevice contains credit card informationAll transaction data auto captured (no receipt)

Special offers

Smart posters

Pharmacy instructions

Smart toys

Foursquare test program Instant check-ins Merchant deals

Google PlacesPortland is a test marketLas Vegas “ultimate tourist guide”Businesses can order RFID swag

P2P communication

Share contact information instantly

What if YOU are the other device?

Disaster relief

Haiti 35,000 “Clean Water” bucketsHealth worker scans RFID tagAnswers questionnaire and data is sent back to

DSI headquartersDSI can monitor who has clean waterPrevious process was paper-based, slow, and error-

prone

Who’s working on this?

14 mobile network operators (40% of global market)Bouygues Télécom, China Mobile, AT&T, KPN,

Mobilkom Austria, Orange, SFR, SK Telecom, Telefonica Móviles España, Telenor, TeliaSonera, Telecom Italia Mobile (TIM), Vodafone, Deutsche Telecom

“The future is NFC,” says Coupons.com exec

A little company called GoogleRoll out 1,000s of terminals in NY & SF within 4

mosDevices that support it:

Samsung Nexus S: YesiPhone 5: MaybeRIM: NoNokia: Pledged 100% of phones, before MS deal

Yeah, but who’s NOT supporting NFC?Merchants

Human behavior

Some little companies called Visa, MasterCard, American Express

UPDATE!Amex: Serve

Visa, Fiserv and CashEdge

Rumor: Google, MasterCard and Citigroup working togetherPossibly this year

Companies with big investments in RFID7-11WalmartDepartment of Defense

What is the RISK?FraudElectronic pickpockets

Fear: real or perceived?Most enthusiastic about mobile transactions

China: 76%India: 75%Brazil: 70%Korea: 56%Japan: 47%US & Europe: 26%

Solutions?RIM’s “Pinch to Pay”2 (or 3 sensors) to activate NFC

The future is inevitableMercator forecasts:

116M NFC smartphones shipped in 2011260M in 2012510M by 2015

Only needs the first Killer App