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DHagar
DHagar
11/28/2017 5:14:27 PM
User Rank
Platinum
Re: Follow the Money in IOT
@JohnBarnes, I believe you are correct.  I am starting to see that this "customized delivery" of value to the customer may be a unique opportunity for a new design and innovation model, just as the "last mile delivery" is revolutionizing supply chains?

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JohnBarnes
JohnBarnes
11/27/2017 9:09:41 PM
User Rank
Platinum
Re: Follow the Money in IOT
DHagar, I see two flip sides (so I guess this issue has a triangular cross section). 1) adding value to data is subject to many of the same downward pressures on price as just piping it, so this may just be delaying the revenue problem by half a generation. 2) much of the added value possibilities are highly individualized and likely to be major sources of the clients’ value added, so there is a strong incentive for potential clients to keep the best revenue generators in-house.

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DHagar
DHagar
11/27/2017 7:23:55 PM
User Rank
Platinum
Re: Follow the Money in IOT
@JohnBarnes, well stated!  I think that may be the positive outcome is that the value added proposition now may be the key to leading the pack in the future.  That would be great if it holds!  Maybe the markets are moving fast enough for that to be the case?

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DHagar
DHagar
11/27/2017 7:17:21 PM
User Rank
Platinum
Re: Follow the Money in IOT
@dcawrey, I would certainly agree with that.  My view is that it would include wireless - it would not make sense to limit it to wired environments.

Take the issues with emergency telecommunications, most calls today come ini from cell phones and therefore are not geocoded - as geocoding is linked to the wired landlines. 

The new architecture needs to take into account the wireless, I believe.

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dcawrey
dcawrey
11/27/2017 4:19:00 PM
User Rank
Platinum
Re: Follow the Money in IOT
@JohnBarnes You have a point about throughput. Wired would be better in industrial situations where there's a LOT of data. 

If an endpoint is only reporting back something simple at a interval then wireless makes more sense. 

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JohnBarnes
JohnBarnes
11/26/2017 9:21:52 PM
User Rank
Platinum
Re: Follow the Money in IOT
DHagar,

I agree, I think that's a bingo. The thing is that the cost of a pure data pipe is almost certain to keep falling (and isn't very high right now), so the downard pressure on revenue for pure connectivity is strong already and likely to intensify. It's our old friend "value added," I think -- successful competition is going to have to do more than just move that stuff around.

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JohnBarnes
JohnBarnes
11/26/2017 9:19:35 PM
User Rank
Platinum
Re: Follow the Money in IOT
DCawrey,

Maybe it's just a matter of taste? Wireless requires at least locally reserving some frequencies and being subject to all the things that can go wrong with radio, including bandwidth that can grow pretty limited pretty quickly for some industrial and human services applications.  It's relatively easy to add physical cables if the tubes are already there and you only need to service a specified set of physical points, and there's far less to worry about in the way of interference (or security come to think of it).  I'm sure in most industries and setups you'd be right, but for anything with a large number of fixed stations producing a large continuous flow of data, I'd bet on wired systems.

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dcawrey
dcawrey
11/24/2017 6:41:19 PM
User Rank
Platinum
Re: Follow the Money in IOT
Is wired really the solution for IoT. I can understand why it would be used in specific deployments. However, it would seem to me wireless would be more practical from a cost and deployment standpoint. 

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DHagar
DHagar
11/21/2017 6:00:14 PM
User Rank
Platinum
Re: Follow the Money in IOT
@clrmoney, I think they have hit the nail on the head with the recognition that IoT is a low margin that will increasingly become a commodity.  Linking that with service platforms and high-value services, such as concierge, makes a great model for the new applications and to profit with IoT.

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clrmoney
clrmoney
11/21/2017 10:38:21 AM
User Rank
Platinum
Follow the Money in IOT
I like this idea for IOT/Internet of things because they have a lot to offer when to comes to data and networking. I'm all for gettting and paying for comething at a reasonable price that is lower and gives you more variety and options to choose from.

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