The WAVE Report is Searchable on http://www.3dlinks.com -------------------------------------- 0516.2 Technology Employment
0516.3 Simulator Developments 0516.4 Technology Economics
-------------------------------------- ***CeBIT 2005 Hannover, Germany Our first day of attendance was the 2nd day of CeBIT. It seemed muted. The weather was terrible and the crowds not nearly as large in the past. We did note some trends in our coverage of the pavement.
We cannot help but wonder if CeBIT is getting old. Yes, there are the big exhibit halls full of big companies but the other halls are not as busy. One of the halls was half filled and the empty section blocked off. One exhibitor made comments on how dead it is. One year does not stop an event but the trend determines its future. Last year we saw quite a bit of electronic pen activity. This year, it is like the pen died. We have only found two pens. The V 1 of the Anoto pen under glass in the Nokia booth and the Logitech IO2. Siemens had a pen demo last year and not a pen in sight this year. It may be early to pronounce the pen RIP but the trend line is certainly downward in terms of CeBIT activity. If the pen is near death, the Bluetooth headset is just the opposite. We would not be surprised if there were 50 booths with Bluetooth headsets. We even saw a company from China selling them and this is a reflection of the increased activity of Chinese companies here at CeBIT.
One could only come away impressed with the steamroller that Logitech runs. This was reflected in its announcements.
It looked strange – there was this big crowd in a mouse booth. This was the A4Tech that we have seen many times before. This time they had a simple game smashing an inflated battery mockup. The theme was an optical mouse which uses no battery. Impressive. It runs on a RFID mouse pad which is powered and the mouse lights up. They state that it uses RFID for induction to power the mouse. That is the only detail which was available. The box claims auto-execute in Word, Excel and ACDsee and more. Seems far fetched but it works. I bought one for 20 euros. This product deserves a close look.
Buried in the back of the Vodafone booth was a demonstration of High Speed Downlink Packet Access (HSDPA) on two notebooks. Booth conversation netted the following:
Increasingly as the WAVE probes, the more solid HSDPA looks. Already Cingluar Wireless has completed a trial in Atlanta but here in Europe the talk is about deployments. Vodafone ran its trial in New Zealand. The key to the development of this market is pricing. The operators have shown the inclination to price based on speed or bandwidth and at small chunks of “data.” HSDPA opens a whole new opportunity space and NO it is not the triple play as we heard at 3GSM. HSDPA provides any place any speed (or just about) networking. We have seen indications that the operators are ready to hop on the “always connected low cost notebook” opportunity as a means to lock in service plans and revenue stream. As we found at Vodafone there is a hint they are planning on such an offer. But more importantly the viability of this as a network connection option will be determined by what the operators charge for it. HSDPA could break the back of the WiFi hot spots if the pricing is modest – especially with fixed price plans. First market entry will likely be automobiles in the form of moving networks. In this environment voice recognition and voice feedback could play a critical role to avoid safety issues. But the market could rapidly move to notebooks as a PC Card and then embedded. This could radically change the role of the PC and mobility in the same way that cell phones did for telephony. Note that WiFi, the notion of a hot spot with very limited coverage held hostage buy the venue owner and with NO mobility, is a failure in comparison. The keys to the potential success of HSDPA are seamless roaming and price. Let’s hope the carriers get it. Recall from our 3GSM report. Marco de Benedetti, CEO of TIM (mobile of telecom Italia) said it well with the sound bite:
He is right on. The consequences could be huge.
If HSDPA is around the corner we should be able to find cell phones. At 3GSM we found a PC Card from Sierra Wireless and in the Vodafone booth here at CeBIT we found another one in notebooks as described in yesterdays report. Consistent with the comments at 3GSM that there is a shortage of terminals we found nothing for HSDPA. It could be too early but here is where we tapped.
The booth was packed. BMW was showing its telematics solution that looks much like OnStar but it was deeper than that. The functionality included:
This is getting there.
All the signs are there. We saw it at the Wearable Computing conference and now this space is at the earliest stage. Consider the following examples.
Known for the Logitech foldable keyboard for the Palm, eleksen has been in the smart clothing business for some time. Yes, the Logitech product had a connector built in and thus forced its obsolesce when the Palm product went out of date. But the company confirmed that the smart clothing business is just now taking off. One product in the booth impressed us – a flexible Bluetooth Keyboard. This would allow anyone to type into a PDA or cell phone. One only has to pull the keyboard out, lay it down and begin typing – impressive. It has also done designs for audio/automotive controls in backpacks and bags, sports jackets and Rosner mp3blue jacket discussed yesterday. Another design is a control in the carrying case of an audio player. One only has to stroke the outside of the case and it plays and adjusts the volume. There is a flexible speaker in the lid of the carrying case also. The business model at eleksen is to sell designs with their clothing type. They have a facility in China making the clothing which can be implemented to suit.
This was discussed in a booth at IST but now we saw it at CeBIT. It is uncanny. A display, FogScreen Inia, which is embedded in a sheet of fog that falls to the floor. It is a display that one can walk through and even interact with. A new Swedish company was using it to promote their Bluetooth headset products – the problem was everyone was watching the display.
The WAVE saw this trend at PMA and these Personal Content Centers (PCC), our name, were all over CeBIT. We estimate 25 -40 booths with these products. Here is a sample of what stood out.
The Free2C 3D Kiosk is a good looking kiosk like form factor on a desk surface. There is a vertical display surface and keyboard. But buried in this are two technologies which make the 3D display one of the more natural autostereoscopic ones we have seen. At the top of the display are two cameras which track the eyes. This allows the 3D display, along the horizontal axis, to form the image to just fit within the position of the eyes. As one moves one’s head, the display follows the view space. Second, below the surface of the display is a camera which is on the surface of the table. This images one’s hands as they point to the display. Hand gestures can then be used to interact with the displayed object. The display is 21.3” and 1660 X 1200 and mounted vertically. It is called a VR Object Display but the designer calls it an inverted VR Cave. The design is based on a walk around cylinder similar to a bill board which is common in Europe. One wears a set of glasses and the object remains fixed as one walks around the cylinder – about 5’ in diameter. The image quality is quite good. The technique used to create the 3D is based on color twining. That is, each of the primary colors have two components – 2 slightly displaced red and the same for blue and green. This is done at the projector with a filter and the inverse filter is used in the glasses. The color quality was excellent along with the textures applied to create the 3D object.
Many issues came to clarity at CeBIT. Now in the 5th year of coverage, we saw CeBIT in a different light. World wide manufacturing was evident all over the floor. But specifically the Chinese companies were much more aggressive as they seek to displace the Taiwanese. Here at CeBIT we saw more Chinese companies that at any prior event. The process has been underway for many years but it was blatant. This makes possible the disaggregation of manufacturing from product design and development. Because of the gross oversupply of companies willing to do manufacturing there is intense competition and low margins in manufacturing. In the past investment in manufacturing was a competitive advantage in the electronics industry. Now it is a huge investment boat anchor. The key to a chance to win in the market is velocity. That is, the speed with which products can get to market, changed by the market and exit the market when the profit value has expired. The manufacturing base has made this possible because companies are so aggressive in seeking business they have become able to rapidly turn designs and production. It is a self feed frenzy which has only increased the velocity. The market is crying for solutions and most are ignored. At the WAVE, we have written about this many times. For example, finding innovative and viable uses for broadband is one. It was with great disappointment that we heard the cellular industry claim, at 3GSM, that the triple play was the next great opportunity for the cell phone industry. Absurd. How to make life easier to live? No one addresses this. If one reads press releases and watched product flow the growth markets are about having more fun – it is music and games. But this is only a small part of life. If there is one positive tick on the radar screen it is the robotic vacuum cleaner. Much more remains but this is a positive sign. ***Quarterly Study by 4Jobs.com Breaks Down Top Jobs Per State and Sector PHILADELPHIA, PA Jobs in IT, engineering/architecture, and accounting/finance represent nearly 50% of all employment postings—according to a study by the 4Jobs.com Career Network, an online network that powers over 6,000 employment sites. IT jobs represent nearly 20% of the online job posting market, engineering/architecture positions constituting 17%, and accounting/finance job postings totaling 10%, according to statistics based upon traffic to the 4Jobs.com’s website during Q1 of 2005. Statistics are based upon information collected over a six month period, based on a quarterly breakdown. Here are some more results from the 4Jobs.com Career Trends Q1 2005 Study*:
***InterSense receives new orders from Link Simulation and Training for additional Helmet Tracking Systems BEDFORD, MA InterSense, Inc., has received additional orders from Link Simulation and Training to deliver helmet tracking systems required by flight simulator programs for the U.S. Air Force, Air National Guard, U.S. Army, and Army National Guard. The new orders support Link's contracts for the U.S. Air Force and Air National Guard F-16s on the U.S. Air Force F-16 Aircrew Training Devices (ATD) Program; the U.S. Army Flight School XXI Simulation Services contract; and additional systems for the U.S. Army and Army National Guard AVCATT Program. The F-16 ATD program uses Link's SimuSphere 360 degree display system with the InterSense IS-900 tracking system seamlessly integrated into the base of the SimuSphere display. InterSense's helmet tracking assures that the pilot maintains correct head position for viewing the F-16's Heads Up Display (HUD) during normal operations. The F-16 ATD program adds in nighttime flight training using tracked, simulated night vision goggles (NVGs). In the F-16 ATD program, precision helmet tracking enables Link's image generators to render realistic image information to the simulated NVG in synchronization with both the pilot's head and the aircraft flight motion. For F-16 ATD simulators, a standard InterSense MiniTrax Helmet Tracker is mounted to the pilot's helmet. These simulators are currently being installed at U.S. Air Force bases worldwide. The Flight School XXI Simulation Services program trains U.S. Army active, reserve, and National Guard aircrews operating the Army's UH-60A/L Black Hawk, CH-47D Chinook, AH-64 Apache, AH-64D Apache Longbow, and OH-58D Kiowa Warrior helicopter platforms. The training system utilizes InterSense's IS-900 technology with a custom helmet mounted tracker, initially developed to support the U.S. Army's AVCATT program. Initial installations for the Army Aviation Center at Fort Rucker, AL occurred in March, with additional installations continuing through September 2008. Link also placed additional orders to support new deliveries for the U.S. Army and National Guard AVCATT Program. The AVCATT Program uses InterSense's IS-900 tracking system in all of its mobile, reconfigurable, rotary wing, simulator trailers. Delivery of the tracking systems to support Link's AVCATT system production will take place this year. Introduced in 1999, InterSense's IS-900 motion tracking product family is an enabling technology used in flight simulation, mission training systems, oil & gas exploration, and other immersive display applications. With over 1000 systems deployed worldwide, the IS-900 product offers reliable & accurate motion tracking for the most demanding applications. ***Tech Prices Fall in February According to Latest NPD Consumer Electronics Price Watch Results PORT WASHINGTON, N.Y. Tech prices continued to see declines during the month of February as US retail prices for consumer electronics dropped 4 percent from January levels, according to the latest NPD Consumer Electronics Price Watch, a monthly pricing monitor from The NPD Group. Unpredictable price change has returned to the US consumer technology markets after two straight months of firming sequential prices. While retail prices were down 4 percent off of January's slight downward tick, comparison prices fell less than one percent in February 2004 and 1.5 percent in February 2003, when comparing them with January levels. The 2005 sequential price decline was the sharpest since May 2003. As of February 2005, the NPD Price Watch basket of 27 consumer electronics goods stood at an aggregate total of $10,397, down 22 percent from February 2004, and 39 percent (over $6,500) from where the basket of goods was priced in January 2003. Categories seeing the most significant price declines during the month of February included home theater systems (down 19 percent), three mega-pixel digital cameras (down eight percent), 20-inch LCD TVs and 17-inch LCD PC monitors, (both down seven percent) and 15-inch PC notebooks (down five percent). Increases were seen in the flash and USB memory market, where pricing for 128MB memory modules stabilized in early 2005. The entry-level modules offered within the category, and some other PC peripheral markets such as keyboards and hard drives, where product mix shifts away from promotionally oriented merchandise, helped solidify pricing.
The NPD Consumer Electronics Price Watch is based on 27 of the best-selling product categories in the consumer electronics space, which includes a cross-section of the products people buy and is made up of a "market basket" of the most frequently purchased electronic products, including televisions, PCs, cameras and media players. -------------------------------------- Copyright 2005 4th WAVE, Inc. To subscribe to WAVE go to To unsubscribe also use the Wave Report Home page or send the preformatted UNSUBSCRIBE message: Previous issues of WAVE, as well as other info can be found at http://www.wave-report.com Comments on or questions about the WAVE may be sent to: or the below individuals below: John N. Latta - Editor-In-Chief Michael Robertson - Web Editor The WAVE Report may be redistributed in full for individual readership and posted to newsgroups, Web, and FTP sites. This publication may not be reprinted or redistributed for profit. Short quotes are permitted but must be attributed to the WAVE Report. 4th Wave retains the copyright to the WAVE Report.
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