1. Post PC Era? Or the beginning of the Platform Era (and the end of the Consumer Electronics (CE) business as we know it?)

2. The Size Of The CE Industry CE biz estimated to be $186 billion in 2011 (audio, video, computing, imaging, wireless, etc...) PC’s are the industry’s main driver Gartner states about 352 million PC’s sold in 2011 But smartphone unit sales are now outselling PC sales Tablets est. to outsell PC’s by 2015 at 500 million units sold

3. Winners and Losers Winners: Apple, Google, Facebook, Amazon, and possibly Microsoft Losers: PC players (Intel, HP, Dell, Acer...), Kodak and the Japanese CE business Japanese CE players lose $17 billion dollars in the last quarter of 2011. Panasonic loses $9 billion by itself, followed by Sony, Nintendo, Nikon, Toshiba, Sharp and Hitachi all with losses Apple makes $13 billion

4. What’s Changing The Landscape? Mobile (OS, software, hardware) Apps The Cloud (content, commerce & communications) What the losers haven’t mastered is the PLATFORM

5. Who Are The Platform Players? Apple: Apple iOS devices lead the market Google: Android is the largest mobile OS Amazon: Is the Lord of e-commerce and a driving force in Cloud Computing Facebook: At 800 million users no other online entity has more active installed base Microsoft? Has one more LIFELINE left

6. Who has what? AppleGoogleAmazon Faceboo k Microsof t OSyes no(?)noyes Appsyes Cloudyes Hardwar e yes TBDyes Data Mining / Customers yes

7. What do the losers have? Samsun g SonyLG Panason ic Dell OSyes no Appsyes no Cloudyes no Hardwar e yes Data Mining / Customers noyesno yes

8. Secret Sauce Each One Of These Companies Has At Least One Special Ingredient To Keep Customers Engaged Apple: WOWING - 365 (and growing) retail store base Amazon: SELLING - 69 distribution warehouses and growing with the possibility of same day delivery in the top 10-20 markets and the Kindle Fire Google: WATCHING - YouTube and the coming of SmartTV Facebook: SHARING - and their application platform Microsoft: SPENDING - They can lose money forever on a project

9. Can The Legacy CE Companies Catch Up? NO! Takes five years and billions of dollars to build and establish an OS Takes two to three years, and a billion dollars to build a cloud data center It takes a product strategy that synergizes all the products and services in your portfolio (Sony has silos of products) It takes a core business that makes money And it takes a direct relationship with the consumer Uber devices like the smartphone and tablets are eliminating and swallowing up whole product categories: imaging, gaming, gps, TV, and even computers

10. What’s the future hold? New markets and new solutions (and they all need Apps, cloud computing and mobility): Health: Self diagnostics and wearable computers Banking: Near Field Communications, banking without banks and eWallets Transportation: Location based services and the coming of smart cars Retail: Apple and Amazon are changing the face of brick and mortar and online retailing

11. What Will These Platform Companies Look Like In The Future Apple with $100 billion dollars on the books, and growing, will become the first billion dollar virtual consumer bank via Siri and iTunes Google will build a line of Smart Cars Facebook will be your telephone company Amazon will supply virtual personal shoppers that will know more about you then your parents, siblings or significant other