Monthly Archives: August 2015

Apple explores move into original programming business – Variety

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Year-To-Date Winners: We Have Found The Market And It's Apple

APPLE – THE BEST OPPORTUNITY EVER?

I SEE APPLE GOING BACK ABOVE $300, SOONER RATHER THAN LATER






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Apple explores move into original programming business – Variety

This post was originally published on this site



Year-To-Date Winners: We Have Found The Market And It's Apple

APPLE – THE BEST OPPORTUNITY EVER?

I SEE APPLE GOING BACK ABOVE $300, SOONER RATHER THAN LATER






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Apple explores move into original programming business – Variety

This post was originally published on this site



Year-To-Date Winners: We Have Found The Market And It's Apple

APPLE – THE BEST OPPORTUNITY EVER?

I SEE APPLE GOING BACK ABOVE $300, SOONER RATHER THAN LATER






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Apple explores move into original programming business – Variety

This post was originally published on this site



Year-To-Date Winners: We Have Found The Market And It's Apple

APPLE – THE BEST OPPORTUNITY EVER?

I SEE APPLE GOING BACK ABOVE $300, SOONER RATHER THAN LATER

Aug 31 (Reuters) – Iphone maker Apple Inc is looking to move into the original programming business to compete with video streaming companies such as Netflix Inc , Variety reported on Monday.

Apple, which aims to begin offering the service next year, has held preliminary talks with executives from Hollywood in recent weeks to gauge their interest in spearheading efforts to produce entertainment content, Variety reported, citing sources. (http://bit.ly/1Q4MW59)

Apple did not immediately respond to a request for comment outside regular U.S. business hours.

Apple’s goal is to create development and production divisions that would churn out long-form content for online streaming, Variety said, quoting a “high-level executive” at the company.

Cupertino, California-based Apple is looking to start hiring for the planned division in the coming months, Variety said, adding that it was not clear whether the focus would be on TV series, movies or both.

Bloomberg reported in August that the company would delay its live TV service to at least next year. It had planned to introduce the service, delivered over the Internet, this year.

(Reporting By Lehar Maan in Bengaluru; Editing by Anupama Dwivedi)






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As Netflix Doubles Down, Apple Mulls Original Content?

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Year-To-Date Winners: We Have Found The Market And It's Apple

APPLE – THE BEST OPPORTUNITY EVER?

I SEE APPLE GOING BACK ABOVE $300, SOONER RATHER THAN LATER

Apple (NASDAQ:AAPL) has had early Hollywood discussions about original content, Variety reported late Monday.

It’s unclear if the Eddy Cue-led effort would try to develop movies, TV shows or both — or if it would create an in-house studio or follow the Netflix (NASDAQ:NFLX) model of working with outside production companies.

Netflix for its part, over the weekend confirmed that it was dropping its online deal with big movie channel and distributor Epix as focuses more and more on its own shows. Netflix rival Hulu swooped in and became a non-exclusive partner. In 2012, Netflix ended its exclusive deal with Epix, letting Amazon (NASDAQ:AMZN) sign a pact.

Netflix has gained prestige with its array of original shows such as House of Cards and Daredevil. Amazon has been beefing up its shows as well.

Apple entering the TV and/or movie production business would be a big step. It could serve as a selling point for its struggling Apple TV. The next version of its streaming device is expected to be unveiled at Apple’s iPhone event on Sept. 9. The next Apple TV may be more expensive, but purportedly will have a Siri-like digital assistant and possibly have more gaming capabilities.

Original content also could help fill out Apple’s as-yet-unannounced streaming service.

Epix is a joint venture of MGM, Lions Gate Entertainment (NYSE:LGF) and Viacom (NASDAQ:VIAB), which owns Paramount.

Hulu is owned by Comcast (NASDAQ:CMCSA), Walt Disney (NYSE:DIS) and 21st Century Fox (NASDAQ:FOXA). Comcast could be a possible new Epix partner.

Follow Ed Carson on Twitter: @IBD_ECarson.

Related:

Netflix Now Without Epix And Starz As Hulu Jumps In.






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NTT Communications to Greatly Expand Microsoft Dynamics® AX ERP Solutions on Enterprise Cloud

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My 2014 Best Performers, Looking Ahead To 2015

TOKYO–(BUSINESSWIRE)
NTT Communications Corporation (NTT Com), the ICT solutions and
international communications business within the NTT (NYSE:NTTNews) Group,
announced today it will greatly expand Microsoft
Dynamics AX on Enterprise Cloud
, the cloud-based enterprise resource
planning (ERP) solution provided on NTT Com’s Enterprise Cloud service.
New features will be available by October 1 and include additional
templates for five types of industries/purposes, strengthened support
for deployment in 12 Asian countries/regions, and compatibility with
hybrid clouds.

Customers will use the enhanced features of Microsoft Dynamics AX on
Enterprise Cloud for agile implementation and deployment, as well as
unified management, of secure, reliable ERP systems in the APAC region.

The upgraded services will be offered initially in Japan, Singapore,
Thailand and Vietnam, with eight other Asian locations to follow.
Service prices will be provided on an estimate basis per contract.

Hiro Higuma, General Manager, Dynamics Business Group, Microsoft Japan
Co., Ltd, said: “Microsoft Japan welcomes the launch of ‘Microsoft
Dynamics AX on Enterprise Cloud’, a global ERP solution for Microsoft
Dynamics AX by NTT Com. By adding Microsoft Azure to its global service
lineup, NTT Com will be able to provide hybrid cloud services from
application through infrastructure to networks in global scale,
realizing higher reliability and quality. Microsoft looks forward to
promoting Microsoft Dynamics AX by leveraging NTT Com’s industry
optimized process templates that enable rapid and low-cost deployment
and the operation. Microsoft wishes to continue collaboration with NTT
Com in solution development.”

Overview of service expansion

To view the image: http://www.ntt.com/aboutus_e/news/data/20150901a.html

• New templates
NTT Com will add templates for five types of
industries/purposes to eliminate the need to customize. The templates
will meet specific business needs and thereby simplify and accelerate
implementation of Dynamics AX. Detailed customization is still possible,
however, to meet other needs. For details, please see attachment.

• Additional support in Asia
NTT Com, leveraging its experience in
the Asia-Pacific region and status as a Certified Professional of
Dynamics AX, will provide customers with total support for implementing
and operating ERP solutions in 12 Asian countries/regions, initially
Japan, Singapore, Thailand and Vietnam. Support will include general
analysis of each enterprise’s business processes and their compatibility
with Dynamics AX, and consultation on each system and network to be
incorporated in the solution.

• Hybrid cloud compatibility
Microsoft Dynamics AX on Enterprise
Cloud will be able to directly connect with Microsoft Azure and the
existing Enterprise Cloud by leveraging Multi-Cloud
Connect
, an option on the private network service Arcstar
Universal One
. This compatibility enables seamless hybrid cloud
environments incorporating a wide variety of applications from
Enterprise Cloud and Microsoft Azure.

• One stop, seamless maintenance services
NTT Com provides Global
Management One, its global maintenance and operational service, for
Dynamics AX along with cloud computing and network services. The service
will include help desks that offer support in Japanese, English and some
Asian languages. Enterprises will use the service for globally unified
management and operation of their ERP solutions.

Going forward, NTT Com will further enhance its cloud-based ERP
solutions with additional templates for specific industries and business
needs, as well as launch Microsoft Dynamics AX on Enterprise Cloud in
Indonesia, Malaysia, the Philippines, Myanmar, China, Hong Kong, Taiwan,
and India on a sequential basis.

Rights to product and service names belong to each company that offers
the product or service.

 

Attachment: New Templates for Five Types of Industries/Purposes

    Industry/Purpose   Examples   Main Functions
1 Automotive Parts Supply*

Automotive Components

1)EDI Interface
2)Lot Tracking
3)Lean Manufacturing
4)Order
Status Management
5)Production Scheduling
2 High-Tech Manufacturing

Precision Equipment
Semiconductor Electronics

1)Lot Tracking
2)Lot Splitting
3)Commercial Invoicing
4)Strictly
FIFO Method
3 Process Manufacturing

Chemical
Food/Beverage

1)Formula Management and Yield Management
2)Co-product and
By-product Planning and Management
3)Inventory Control Based on
Lot Condition
4)First Expired/First Out (FEFO)
5)Sales
Management by Channel/Customer
6)Free Shipping
7)Flexible
Lot Numbering
4 Make-to-Order Type Manufacturing

Industrial Machinery
Building Construction

1)Effort Management
2)Cost Estimation
3)Follow-up Control
4)Project
Costing
5)Service Management
5   APAC Global Accounting   Various (from above)   Templates based on local accounting systems (Hong Kong, Indonesia,
Malaysia, Myanmar, Philippines, Singapore, Taiwan, Thailand and
Vietnam)

* If required by the customer, may be provided with the addition of
Asprova Corporation’s Asprova® service for advanced planning
& scheduling (APS).

About NTT Communications Corporation

NTT Communications provides consultancy, architecture, security and
cloud services to optimize the information and communications technology
(ICT) environments of enterprises. These offerings are backed by the
company’s worldwide infrastructure, including the leading global tier-1
IP network, the Arcstar Universal One™ VPN network reaching 196
countries/regions, and 130 secure data centers worldwide.
www.ntt.com
| Twitter@NTT
Com
| Facebook@NTT
Com
| LinkedIn@NTT
Com

View source version on businesswire.com: http://www.businesswire.com/news/home/20150831006312/en/






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Understanding Xiaomi: The Anti-Apple

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Year-To-Date Winners: We Have Found The Market And It's Apple

APPLE – THE BEST OPPORTUNITY EVER?

I SEE APPLE GOING BACK ABOVE $300, SOONER RATHER THAN LATER

Beyond design, Apple and Xiaomi share impressive brand power. Both companies are able to inspire legions of loyal followers far beyond the scope of other prominent technology companies. Brand consultancy group Interbrand ranked Apple as the most valuable brand in the world in both 2013 and 2014 in its much-watched rankings. Its 2015 ranking has yet to emerge, but whether Xiaomi cracks its Top 100 brands list will prove to be an interesting subplot. However, rankings only matter so much and are a function of a company’s ability to connect with and inspire users. Here, Apple and Xiaomi both excel to a huge degree.

Apple’s rabid fans have shown the lengths to which they’ll go to get their hands on a new device the day it hits the market. Similarly, Xiaomi has cultivated a base of ardent followers through its own adroit use of social-media marketing, aggressively promoted flash sales, active solicitation of customer feedback, and many other factors. In short, Xiaomi demonstrates an Apple-esque ability to resonate with its target audience. However, the way Apple and Xiaomi make money — an investor’s ultimate priority — couldn’t be more different.

The anti-Apple
Apple and Xiaomi make money in reverse fashion. While Apple generates virtually all of its profits by selling premium hardware at substantial profit margins, Xiaomi sells its smartphones roughly at cost, generating its profits by monetizing users in its ecosystem with a wide range of services, including games and mobile payments. The business model has worked remarkably well for Xiaomi thus far in China. According to CEO Lei Jun, Xiaomi expects services to account for $1 billion of the $16 billion of revenue it plans to generate in 2015. As of last year, it appears Xiaomi has been able to manage to scale its operations profitably. According to a 2014 document that The Wall Street Journal reported on, Xiaomi produced net income of $566 million.  

However, as Xiaomi begins to expand beyond China’s borders, it’s unclear whether this quasi-razor-and-blades model will prove profitable on a global scale.

In maintaining its current cost structure, Xiaomi faces two primary problems. First, Xiaomi spends virtually nothing on marketing in China, where it largely uses its own social-media page to interact with consumers and promote its products. This approach works well in China, where consumers largely know its brand. However, as it attempts to steal share from popular incumbents such as Micromax and Samsung in key new markets such as India, Xiaomi has already begun paying for advertising. For reference, Apple spent $1.2 billion on advertising in 2014,  although it tends to purchase marquee placement for its ads. Other companies can advertise for less, but large global technology brands — the kind Xiaomi aspires to become — still spend meaningful amounts on product promotions. Something has to give.

Beyond advertising, Xiaomi will also probably see its cost structure evolve as the expenses associated with global distribution require. Last year, Xiaomi sold roughly 70% of its phones through its online store, allowing it to largely skirt the kind of wholesale pricing arrangements that could put downward pressure on the already thin margins at which it sells its handsets. However, in India, the majority of smartphones are purchased at brick-and-mortar retail stores. Retailers always require their own markup, so either Xiaomi will have to reduce the prices at which it sells its handsets to its large distribution partners in India or see the prices for its famously cheap smartphones drift upward. The latter seems more likely, but that could present challenges in new growth markets such as India, where price competition remains fierce among handset makers.

With a private market value of $46 billion, second only to Uber, Xiaomi isn’t wanting for capital. However, sky-high expectations always accompany such lofty valuations. Nor does it lack for ambition, as Xiaomi and its investors claim that the company seeks to become China’s first global consumer brand. Xiaomi has made tremendous progress in this vein in a short amount of time. So as the “Apple of China” ascends onto the global stage and heads toward trading publicly, investors must understand that the comparisons with the world’s largest technology company largely fail to capture Xiaomi’s true essence as a business.

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Why Warren Buffett Isn’t Buying Into Phillips at the Top

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My 2014 Best Performers, Looking Ahead To 2015

5 Value Growth Stocks I Am Buying Now

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Apple, Cisco Unveil Business Partnership

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Year-To-Date Winners: We Have Found The Market And It's Apple

APPLE – THE BEST OPPORTUNITY EVER?

I SEE APPLE GOING BACK ABOVE $300, SOONER RATHER THAN LATER

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China Slowdown’s Next Victim: Asian Parts Suppliers

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Year-To-Date Winners: We Have Found The Market And It's Apple

APPLE – THE BEST OPPORTUNITY EVER?

I SEE APPLE GOING BACK ABOVE $300, SOONER RATHER THAN LATER

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