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A while back, I had written a blog on the convergence of hand-held gadgets in which I had talked about the strategic implications as companies encroach each others turf. A recent article in the Economist shows how this convergence is leading to patent battles. Another post by Nick Bolton in the New York Times includes a few more companies. These figures capture most of it although the semiconductor, mobile infrastructure and other application layer software companies are left out.
What are the implications?
Yet another amazing panel last night on Smart Medical Devices. We had an engaging audience and more importantly, panelists with amazing insights into opportunities in the area. Unfortunately there is no video but here are some introductory slides and also some key takeaways for anyone that is interested in the space (thanks to Anupendra Sharma, Panel Moderator, for compiling these together).
After the great response to the last event on Digital Homes (attended by over 80 peope), the Semiconductor and Electronic Devices (SED) SIG partners with the Life Sciences SIG to bring this panel on Medical Devices.
With the size of semiconductor devices shrinking and their compute power increasing, a number of new devices and applications are being enabled in the medical and health-care markets. From new ingestible smart pills to portable monitoring gadgets (some of which are being integrated directly into Mobile devices) to smart beds and scanning equipment, medical devices are becoming smarter and changing the health-care landscape rapidly.
The SED SIG (Semiconductor and Electronic Devices Special Interest Group) at TiE Boston is hosting a panel discussion on Digital Homes this Thursday, February 18th at Foley Hoag in Waltham MA. Since I am the Co-Chair of the SIG, I wanted to put in a plug on my blog…
The panelists for this discussion who are top-notch include
Abbas Bagasra, Office of CTO, Verizon
Alex Benik, Principal, Battery Ventures
Brian R. Gruttadauria, CTO & Director of Consumer & Small Office Products Division, EMC
John Hussey, Vice President, Consumer and Communications Infrastructure, Analog Devices Inc.
Mark Kasdorf, CEO, Burning Hollow Technologies, Inc
In this first part of two part series, the focus is on consumer electronic devices. We’ll discuss how new standards and communication protocols are bringing a transformation into this segment and leading to a new class of devices. We will also focus on new business opportunities in both hardware and software applications that will be enabled in the the next few years for entrepreneurs. Come listen to panel of experts and find out how you can benefit- whether you are looking for a job, growing your business or starting something new.
For registration and more details click here.
The big news today was not the launch of “Droid”, the new iPhone competitor from Verizon and Motorola, but the free Google Navigation App that runs on it. Shares of TomTom fell 20.8% to EUR8.11, setting a new 52-week low of EUR8.06 in the day and those of Garmin Ltd. (GRMN) fell 16.4% to $31.59 today.
This is probably the best example of disruption we’d ever see. However, although this was expected all along (Read my post “The convergence of handheld gadgets and what it means to you“), to see the stock market react so much in a day is amazing.
Does this mean the end of Garmin, TomTom and traditional GPS as we know it?