Volume 17, Issue 2
Week of January 13, 2014
SNS: A Conversation About MALT, Part II
In our first transcript on MALT, we laid the foundation for the concept that the smartphone platform is the most important real estate in technology. Here, in the second part, we address how this integrates with the details or our MALT concept. Together, these conversations should work as a pair to explain this global revolution in retail and services. – mra.
This week I am pleased to share a private transcript of my recent conference call with UBS and selected clients, in which we take a deeper dive into the SNS MALT (Micromapping, Advertising, Location and ID, and Transaction) technology vision / business opportunity set, and into the thinking around the SNS 2014 Predictions. I want to thank member Steve Milunovich, Senior IT Hardware analyst at UBS, for his interest in the MALT concept, and for permission to circulate this private transcript to our members.
MALT appears to be catching the interest of an increasing number of analysts, reporters, and entrepreneurs, and I hope that our members are able to convert it into a reasonable part of their 2014 revenue streams. At the end of this piece, you’ll find a conversation with Steve on interpreting our prediction set for 2014 from an investor’s perspective. – Mark Anderson, Publisher and CEO, Strategic News Service.