Earlier this year I had published my Predictions for 2011. Now it is time to analyze them:
Prediction 1: A Year of Tech IPOs:
“But definitely LinkedIn going IPO this year and followed by Facebook. After rejecting Google’s acquisition attempt, Groupon is also positioning to go IPO.”
Analysis: 50% As predicted LinkedIn and Groupon went public but Facebook has timely gone slow. The IPO market was heating up but in the choppy market due to European crisis it has gone cold.
Prediction 2: A Year of Merger and Acquisitions :
“Big companies are sitting on a pile of cash would like to acquire small companies this year before the valuations goes up. There is a micro-bubble in in area. Just this week Huffington post got acquired by AOL at a huge premium. AOL earlier bought TechCrunch too. After digesting Sun, Oracle’s exec team now be free to look around for new acquisitions. However, Salesforce is a very priced up to get acquired by Oracle. There can be a potential in Cloud computing like VMWare / EMC. On enterprise Apps space, SAP may be an interesting acquisition target (may be HP?). There are rumors about Twitter acquisition by Google or Facebook.”
Analysis: Oracle acquired RightNow at $1.5 B and Endea at $1 B (and many at unknown prices) however did not acquire VMW or other big ones. HP bought Autonomy at 8.5B instead of SAP. Skype got bought by Microsoft at $8.5 SuccessFactor got acquired by SAP at 3.5B. National Semiconductor got acquired by Texas Instruments at 6.5B and Varian got acquired by Applied Materials at 4.5B NetLogic got acquired by Broadcom at $3.7
M&A activities picked up but different companies than I thought. Yes. It is difficult to predict precisely but can be predicted broadly.
Prediction 3: Gadgets :
“Smartphones and Tablets: Both would continue their rapid ascent to new heights.”
“The usage of smartphones would increase in the emerging markets too. “
“Though iPhone would lead the innovation and elegance in giving rich user experience, Android already crossing iPhone with a potential of having the largest share of smartphone OS.”
Android Share is larger than iOS
“Windows7 would have better momentum too.”
Windows Mango has been launched and well received.
“HP’s acquired Palm technology Pre / WebOS would pave its entry in devices. Its tablet would wait for Apps developers mindshare .”
HP did not get developers mindset hence initially discontinued from the market and now Open sourced WebOS.
“Due to various mobile OS, cross devices platforms for mobile Apps development would have more momentum.”
Android is gaining in this.
“On Apple side, it would continue to innovate both iPad (not only iPad 2.0 but iPad 3.0 may come out too). “
iPhone 4S has voice interactive personal assistance (SIRI) and iPad 2.0 came out (but not 3.0)
“Tablets would eat market shares of notebooks as well as of eReaders” Yes. Almost killed NetBooks and eReaders are now becoming tablets : example Amazon’s Kindle Fire.
Prediction 4: Personalized Content:
“Tablets would give much-needed momentum to online digital content. With the information overload, the importance of personalized content would become a necessity..”
Analysis: Yahoo and New York times announced Personalized News. myBantu serving Personalized News at samachar.com Ziet got acquired by CNN. Many readers on iPad are coming up. I like Feedly.
Prediction 5. Cloud Computing:
“Cloud computing would start becoming a reality in the enterprises with their own private clouds. May Cloud computing infrastructure startup companies would have a good momentum . After ridiculing Cloud Computing last year, Larry Ellison would share Oracle’s big push in the space.”
Analysis: Oracle OpenWorld main theme this year was on Cloud Computing. Oracle announced many offerings from IAAS to PAAS to SAAS. Cloud Computing startups are doing good.
Prediction 6. Social Apps: “What started as a social networking phenomenon for consumers, would become an active area of interest for enterprises. Enterprise Apps and vertical applications as well as consumer portals would pour huge investment in enabling their apps to social media. Social CRM, Social Analytics, Social commerce, and Context based computing would start becoming buzz words and in next few years this would be one of the major area of investments.”
Analysis: SalesForce acquired Radian6. eBay added Social Commerce to platform X and Magento Opensource. Oracle announced Social platform. Many startups are pouring in this space.