2011 Molotov Growth Cocktail: 4G Tablets and Cloud Anton Wahlman Independent Thinker Palo Alto, CA
3 Growth Ingredients <ul><li>Tablets </li></ul><ul><ul><li>Instant on (competes with smartphone) </li></ul></ul><ul><ul><l...
Tablet Landscape <ul><li>Apple </li></ul><ul><ul><li>Dumbed down, but cost/volume advantage? </li></ul></ul><ul><li>Google...
4G Just Took Off – 99% To Go <ul><li>Sprint / Clearwire </li></ul><ul><ul><li>120 MHz, but WiMax on losing side of history...
Cloud: The Painless Life (and hybrid clouds soon) <ul><li>Google – the multi-everything leader </li></ul><ul><ul><li>Almos...
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4 gtablets

  1. 1. 2011 Molotov Growth Cocktail: 4G Tablets and Cloud Anton Wahlman Independent Thinker Palo Alto, CA
  2. 2. 3 Growth Ingredients <ul><li>Tablets </li></ul><ul><ul><li>Instant on (competes with smartphone) </li></ul></ul><ul><ul><li>Discreet form factor (use in bar, privacy) </li></ul></ul><ul><li>4G </li></ul><ul><ul><li>Fills up screen with rich content fast </li></ul></ul><ul><ul><li>Enables synchronized cloud services </li></ul></ul><ul><li>Cloud Services </li></ul><ul><ul><li>Simplifies storage and synchronization </li></ul></ul>
  3. 3. Tablet Landscape <ul><li>Apple </li></ul><ul><ul><li>Dumbed down, but cost/volume advantage? </li></ul></ul><ul><li>Google </li></ul><ul><ul><li>Unstoppable ecosystem? 3D already! </li></ul></ul><ul><li>RIM / BlackBerry </li></ul><ul><ul><li>Security, security, security… </li></ul></ul><ul><li>HP </li></ul><ul><ul><li>Is there room for one more? </li></ul></ul>
  4. 4. 4G Just Took Off – 99% To Go <ul><li>Sprint / Clearwire </li></ul><ul><ul><li>120 MHz, but WiMax on losing side of history </li></ul></ul><ul><li>Verizon </li></ul><ul><ul><li>30 MHz at 700 MHz; already launched! </li></ul></ul><ul><li>T-Mobile USA </li></ul><ul><ul><li>54 MHz total at 1.7/1.9/2.1; already launched! </li></ul></ul><ul><li>AT&T </li></ul><ul><ul><li>HSPA+ first; broad LTE rollout in 2012 </li></ul></ul>
  5. 5. Cloud: The Painless Life (and hybrid clouds soon) <ul><li>Google – the multi-everything leader </li></ul><ul><ul><li>Almost every product; almost every platform </li></ul></ul><ul><li>Dropbox – solves the key file problem </li></ul><ul><li>Evernote – solves another file problem </li></ul><ul><li>HP/WebOS – first with hybrid cloud? </li></ul><ul><li>Microsoft – second with hybrid cloud? </li></ul><ul><li>Apple – big farm in North Carolina to launch… </li></ul>

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