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Re: USOB post# 6293

Sunday, 09/17/2017 11:36:47 PM

Sunday, September 17, 2017 11:36:47 PM

Post# of 6386
"Apple's iWatch may make Glu's technology obsolete."

We have to "watch out" with apple's new tech claim.. no pun attended. There has not been one successful company to release a non-invasive product. I personally believe what they first release (maybe in 2-3 years) is nothing more than a "FitBit quality" entertainment meter.

The mobile market, as i said from the beginning, is running out of ideas on smart phones. Integration to external systems (home automation, medical devices, automotive) are now the key to revenue. Home automation and automotive have been hot topics since I even started in the mobile biz.

Medical devices on the other hand is very new. Most companies are treading lightly... waiting for the larger companies to pave the way. It was not until a couple years ago that the FDA had placed rules for mobile apps. Forget mobile devices integrating with apps.

It will get there. Health insurance companies are already signing onto "mobile home health diagnostics". The issue is that medical device companies are 7 years behind due to the FDA submissions they have to make. Their development methodology is old school and does not compare to the large funded Agile directed groups. Coming from the mobile telecom industry, it's fast pace. Cell phone manufacturers give companies a very small window to make it big. If you miss it, you have to wait for the next flagship phone the following year.

One thing is for sure... once a Telecom company with FAT wallet gets into the medical device arena, its a shit show.

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