Much has been written about big data (insert air quotes) over the last 12 months and articles are now regularly showing up in mainstream publications (also see: Six Provocations for Big Data, IBM‘s Big Data landing page, and a couple of NYT articles from the past few months here and here). During a panel during The TV of Tomorrow conference held earlier this month in San Francisco, Jeremy Toeman suggested big data was a bubble.  He made this comment with a reference to twitter and other similar data.  I’ll call these data public data – which suggests there are private data which I’ll talk more about below.

Second screen is today’s Wild West.  It’s a nascent market with a ton of experimentation.  There are going to be a few winners over the next three years, but there are going to be even more losers as the market shakes out and consumer preferences firm. There’s been much written about ruining the second screen experience, but lately I’ve been thinking more about how the second screen experience might ruin the first screen experience.

At their I/O conference this week, Google announced the release of their forthcoming Asus Nexus 7 Tablet which is available for pre-sale now and will ship mid-July. The forthcoming release has been well covered today so I’ll just highlight a few interesting points and discuss the potential motivation for launching a tablet device.  

Yesterday, NPD released a glimpse of Ultrabook sales year-to-date.  A few things to point out in the release:

  •  window notebook PC sales fell 17 percent through the first 5 months of the year
  •  Ultrabooks captured 11 percent of the $700+ notebook PC market through the first five months of the year
  • Likley because of ultrabooks, sales of $700+ notebook PCs were only down 3% year-to-date
  • again likely because of ultrabooks, the share of sales from the $700+ notebook segment increased from about 12 percent in 2011 to nearly 14 percent in 2012
  • Ultrabook selling prices have averaged $927 over the first five months of 2012
  • Ultrabook selling prices dipped to $885 for the first time in May – suggesting to me that it is getting both more competitive and more discerning consumers are now entering the market. As the market attracts more mass market consumers they will have a lower average buying price than the early adopter segment
  • The average market price for all Windows computers is $510 and that has risen by $13 since the same period in 2011

As we make the second digital transition into a decade defined by data, an important facet of this transition are the devices that will ultimately capture the data. Debi Stack, director of industry consulting, telecom, media, entertainment, sports & hospitality at Dell recently suggested data gathered from tablets and other second-screen devices will grow 650% over the next five years.