The proliferation of affordable mobile phones has created a global paradigm shift that will give investors with vision innumerable investment opportunities.

As I discussed in an earlier article, you don’t realize it but there’s a fortune in your wallet right now. Mobile wallet technology will make you rich.

Let me explain.

Traditional wallets and purses are being replaced with smartphone “mobile wallets” that incorporate cameras, Internet connectivity, thousands of “apps” and increasingly, banking, credit and payment transaction technologies.

Knowing who the winners and losers will be in this world of tomorrow is the stuff investors’ dreams are made of.

This report is the first in a series of four articles. Consider it your first reality check. Or better yet, your wake-up call.

From it you’ll learn why the world is moving to mobile wallets, how we’ll all get there, and when.

More importantly, you’ll be primed for making investment decisions on hardware device makers, on network providers, and on what software solutions will be most in demand.

You’ll be able to weigh the future of banks and banking, credit and debit card issuers, and their love-hate relationship with powerful non-bank commerce facilitators.

You’ll be able to picture how some merchants will profit more than others, and what impact social media will have on commerce and payment schemes.

You’ll understand what the singularly most important question is that hangs over our digital future: who will own, control and profit from the data that drives everything.

You will be able to glimpse what the big security issues will be and how to profit from them as well.

You will recognize who the giants are now, who are the up-and-coming giants, and who will be the likely giant killers.

You’ll understand the importance of interoperability and what that means to creating economies of scale.

And you will be able to see how an evolving regulatory environment will change fortunes.

Above all, you will be tuned in and abreast of the changing dynamics and investment opportunities in this brave new world.

At its core, it is about change.

Source: Capital Waves Strategies

Since the transistor was invented at Bell Labs in New Providence, NJ, back in 1947, the U.S. has vaulted ahead of the rest of the world at every major high-tech milestone.

In the 1960s, for the first time people started using basic electronic calculators to perform addition and multiplication functions.

According to early reports, Google could hit the market with these glasses by the end of 2012. But let me be blunt about one thing. Cynics have blasted Google over this project. They note that the Web giant has made no promise it will ever release the glasses.

That’s true. But it misses the big-picture view.

Even if Google shelves its “Project Glass,” I predict that someone else will quickly step in to fill the void. And that option could turn out to be the better bet for investors.

After all, with its $200 billion market cap Google is such a big company that these glasses, as cool as they are, may not move the stock’s price all that much.

Either way, however, we win.

If Google Glasses do hit the market in time for the holiday, then we can all go out and grab a pair. If not, then we can look for a small-cap leader that’s gearing up to bring them (or something similar) to market and then invest in that company.

In that case, what we hope for as tech investors is a firm like InvenSense Inc. (NYSE: INVN).

This is a small-cap leader that makes motion sensors used in a wide range of electronics, including smartphones equipped with Google’s Android operating system.

Even after a huge recent sell off, the stock has returned more than 35% so far this year. Compared with Google’s year-to-date loss of about 6%, InvenSense is on fire.

As it turns out, there are two small companies on my radar screen with products in the same space as Google’s glasses.

Source: Money Morning

There was a time, not long ago, when you could sum up each company quite neatly: Apple made consumer electronics, Google ran a search engine, Amazon was a web store, and Facebook was a social network. How quaint that assessment seems today.

The four American companies that have come to define 21st-century information technology and entertainment are on the verge of war. Over the next two years, Amazon, Apple, Facebook, and Google will increasingly collide in the markets for mobile phones and tablets, mobile apps, social networking, and more. This competition will be intense. Each of the four has shown competitive excellence, strategic genius, and superb execution that have left the rest of the world in the dust.

Jeff Bezos, who was ahead of the curve in creating a cloud data service, is pushing Amazon into digital media, book publishing, and, with his highly buzzed-about new line of Kindle tablets, including the $199 Fire, a direct assault on the iPad. Amazon almost doubled in size from 2008 to 2010, when it hit $34 billion in annual revenue; analysts expect it to reach $100 billion in annual revenue by 2015, faster than any company ever.

Facebook, meanwhile, is now more than just the world’s biggest social network; it is the world’s most expansive enabler of human communication. It has changed the ways in which we interact (witness its new Timeline interface); it has redefined the way we share–personal info, pictures (more than 250 million a day), and now news, music, TV, and movies. With access to the “Likes” of more than 800 million people, CEO Mark Zuckerberg has an unequaled trove of data on individual consumer behavior that he can use to personalize both media and advertising.

1. The Road Map: Amazon, Apple, Facebook, and Google do not talk about their plans. Coca-Cola would tweet its secret formula before any of them would even hint at what’s next. “That is a part of the magic of Apple,” says new CEO Tim Cook.

2. The Inevitable War: Hardware. Media. Data. With each company sharing a vision dependent on these three big ideas, conflict over pretty much every strategic move seems guaranteed. Amazon, for example, needs a better media tablet to drive more customers to its Kindle, MP3, and app stores. But how to avoid an HP-like disaster?

3. The Profit Game: Late in 2010, Jobs made a surprise visit to Apple’s quarterly earnings call. The purported reason was to celebrate Apple’s first $20 billion quarter, but Jobs clearly had something else on his mind: Android. At the time, Google’s free mobile operating system was beginning to eclipse the iPhone’s market share.

4. The Living Room: In the spring of 2010, Rishi Chandra, a Google product manager, took to the stage at the company’s developer conference to announce Google’s next victim: the TV business.

5. The Phone Barrier: One industry stands directly between the Fab Four and global domination. It’s an industry that frustrates you every day, one that consistently ranks at the bottom of consumer satisfaction surveys, that poster child for stifling innovation and creativity: your phone carrier. And your cable or DSL firm. For Amazon, Apple, Facebook, and Google, the world’s wireless and broadband companies are a blessing and a curse.

Source: So, who will win in 2012?

Dell calls it the “Streak.” HP has their own version – the “Touchsmart.” Samsung has the Galaxy Tab. Apple of course has the iPad. There’s also the “Ideos” from a Chinese company called Huawei, and the “Edge” from a Virginia company called Entourage.

In some parts of India, they’re calling this technology the “Adam.”

Many of these versions of the “Chi–Tab” started hitting U.S. stores as early as last spring. Others are on their way…

Like the “Cruz” by a company named Velocity Micro…

If you haven’t seen one yet, just head down to your local Best Buy. Or check out the consumer electronics stores in your local mall. In most cities, you’ll already find them for sale.

In the U.S. – and everywhere else in the world – this trend is still in its infancy…

Mainly hard–core techies and research–intensive businesses have started buying into the trend…

Medtronic, Bausch & Lomb, Wells Fargo, Hyatt Hotels, the University of Chicago Medical Center and the Denver Fire Department, to name a few.

But the much bigger story, we believe, is China’s market… the world’s most fertile ground for a computer revolution like the “Chi–Tab”.

And, as I’ll show you in a few minutes, the Chinese Government may be putting a plan in motion that could turn this already phenomenal opportunity into what may be the biggest trend we’ve ever seen.

Who owns the ‘Chi–Tab?’

As I mentioned earlier, no one single person or company has claim to this technology.

How’s this possible?

Well, let’s consider another technology that has spread to China… and take another quick look at the mobile phone.

Sure, Chinese companies like China Mobile, China Unicom, and China Telecom have their own patented phones and software… and are battling it out for control of the Chinese market…

But mobile phone technology is the application of an idea, which has and always will be up for grabs.

Likewise, right now, companies are battling it out for control of the “Chi–Tab” market… but no one single company or individual has sole claim on the “Chi–Tab” technology either…

So how could you get rich from this trend, regardless of who wins this market?

Well, big cell phone companies did do quite well in China…

China Mobile – the biggest cell phone company in China with over 500 million subscribers saw its stock climb 651%. And China Telecom is up 307%.

But the real winners – the companies that have made an absolute fortune in the Chinese cell phone market, are the tiny companies most people have never heard of, who specialize and control key parts of the technology.

Companies like Cypress Semiconductor, which makes microchips and touch screens for cell phones and holds over 700 patents on its technology.

Most likely you’ve never heard of this obscure company, and neither have the 650 million Chinese who use cell phones… but that doesn’t matter because early investors could have made 2,407% so far.

Then there’s Microsemi, a company that makes a proprietary filter–less audio amplifier for cell phones (to help you hear better.) So far, this stock is up a staggering 4,965%.

Or consider ARM Holdings, which designs microprocessors that are used in more than 95% of the world’s cell phones. Their stock has already shot up 1,213%.

My point is, the same thing that happened with cell phones is happening right now with the “Chi–Tab” market.

Source: Stansberry Research

Apple will sell and host the ads, giving 60% of ad revenue back to developers, and Jobs says that developers can add ads to their apps “in an afternoon”. Unlike most mobile ads, which kick users outside of the application they’re currently using, iAd keeps users in the same app. In a jab at Flash, while showing an ad, Jobs said “Oh, by the way, all of this is done in HTML 5.”

It sounds like Apple won’t be too restrictive on who can build apps: Ad agencies will be able to develop these interactive ads, as will app developers. Though I imagine they’ll have to go through a review process similar to native apps on the App Store. Update: During a Q&A Apple said it would use a “light touch” and that there were obviously some ads they didn’t want to have shown, the same way a TV network doesn’t want some ads shown.

The obvious consequence of this new platform is that ads from other ad networks may well become second-class citizens, perhaps not just from Apple’s perspective but from a functional standpoint. Details are still scant, but if iAds are the only ads on the iPhone that can access the iPhone’s API, then ads from third party networks may be less interactive, and may not be able to as effectively determine the user’s location. Assuming developers embrace iAds and the iPhone continues its strong growth, this could have a significant impact on Google’s mobile ad efforts in the future.

Source: techcrunch

At TEDIndia, he demos several tools that help the physical world interact with the world of data — including a deep look at his SixthSense device and a new, paradigm-shifting paper “laptop.” In an onstage Q&A, Mistry says he’ll open-source the software behind SixthSense, to open its possibilities to all.

Pranav Mistry is a PhD student in the Fluid Interfaces Group at MIT’s Media Lab. Before his studies at MIT, he worked with Microsoft as a UX researcher; he’s a graduate of IIT. Mistry is passionate about integrating the digital informational experience with our real-world interactions.

Some previous projects from Mistry’s work at MIT includes intelligent sticky notes, Quickies, that can be searched and can send reminders; a pen that draws in 3D; and TaPuMa, a tangible public map that can act as Google of physical world. His research interests also include Gestural and Tangible Interaction, Ubiquitous Computing, AI, Machine Vision, Collective Intelligence and Robotics.

Source: Pranav Mistry