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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (34708)	7/31/2010 1:03:38 PM
From: Charles Brown	Read Replies (1) \| Respond to of 46821

Think positively, Charles. If the cloud operators are successful in getting service providers and their vendors to tighten up significantly on latency parameters, then maybe there's an opportunity for the universe of gaming hosts to move their gaming applications directly onto Amazon's and Google's cloud fabrics, as well. Perhaps the cloud is useful for "social gaming and the like, but I don't think the cloud will compete with the graphics processing requirements at the device level. Low latency is an issue that has to be addressed, but gaming data requirements upstream to the cloud are transaction-like packets; the bandwidth requirements are easily handled by today's access speeds. So, is that value proposition sustainable? Does Sony need this? Simply stated, I see more interesting opportunities here: 1) Low latency to dense clouds of wireless devices. We will soon have WiFi Direct, etc. Thus, the opportunity for HFW. I think the gamers will jump all over this. 2) Peer-to-peer gaming, VoIP, videocom. 3) I'll take the user experience of the PS3 over the cloud any day. In fact, I would live to have one in my car with IVR, and particularly without cloud purveyors spying on me while I move around. Once there is an integrated, open, HFW, it's capable of playing on multiple levels in the traditional telecosm in interesting, new ways. If we consider the company's developing and trying to sell applications in the automobile industry, how many $9.95/mo. services can this market support? How is it integrated with the device (auto), network (wireless), application (myriad), and user experience (watch the road!)? It's another topic but the current cloud business models of advertising, electronic stores and exchanges, are all "pushing" revenue to the cloud. I think "pulling" to the user is much more compelling with long-term sustainable value. I see the cloud as a business model driven by status quo, oligopolistic thinking - the latter trying to morph themselves into a Copernican Revolution already underway, and one in which Andy and his pals aren't the center of the universe. It's a natural reaction, but I question its legitimacy outside of the enterprise, and at some point, even to the enterprise.