On Carve-Outs and Cannibalization

Apple’s iPod led many to opine that the future of consumer electronics lie in the integration of hardware, software, and services, the so-called “CE 2.0.” I would certainly concur that “beyond the box” solutions — particularly software for unconnected devices that compose the vast volume of the industry — can lead to many benefits such as competitive differentiation and a better overall user experience.

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E3 Here We Come

Many of us in the video games industry eagerly await E3 next week in Los Angeles.  As we’ve been busily working on our meeting schedules, invariably the conversation turns to, “What do you think will be the big announcements coming out of E3?”

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A Rough Road Ahead for PNDs

This month brought two promising moves in the evolution of connected consumer electronics. Amazon announced the Kindle DX, which it believes will signal a new chapter in textbook and newspaper distribution. And AT&T announced that it would tap Jasper Wireless as its preferred embedded solution to hasten the development of connected consumer electronics or what the carrier calls “emerging devices” (you know, like a camera).

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Just a Spoonful of Sugar

My colleague Anita Frazier’s blog a few weeks ago reminded us that Mom is a driving force behind video game growth in the U.S. In the imaging industry, as the traditional keeper of photos, past, and present, she is the main player, not just the facilitator. Mom is watched expectantly for traction both in camera purchases as well as imaging output…for that fine day when items like photo books and collages hit critical mass and we high five each other from Rochester to Tokyo.

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