We have to "rethink" value creation

I have to recognize I'm not a gamer, but after watching this morning the latest gaming companies market cap, I had to "rethink" the concept of value creation. 
Yoshikazu Tanaka, the founder of GREE, is now one of the top Japaneese Billionaire, with the popular Zombie Jombie game, his company is now valued at more than $4Billion, with an incredible $11 Average Revenue per user, not to bad for a free mobile app !The Wall Street Journal Article
Just to compare with other market cap, CSC leader in IT Outsourcing is valued at $3.8B (with 98 000 employees), and Alcatel Lucent leader in Network Equipment at $3.5B (with 76 000 employees).

A social network with 35,700,000,000 page views per month , and $4B market cap business model...
  

Enterprise Social Software on the CIO agenda

With Microsoft buying Yammer for more than $1B, the growing interest to implement Facebook in the Enterprise is one of the hot topic when attending CIO conferences. After Atos buying the French Company BlueKiwi last month, to support their Zero email initiative, the market attractiveness is confirmed and large IT players who are trying to elevate their "Social Software" thought leadership will fight for the remaining players, at the same time SalesForce is moving all their customers to Chatter.
Who is next ? Jive , Socialtext , Telligent, NewsGator 
Forester estimation for Enterprise Social Software market is more than $6Billion by 2016, with a 61% CAGR !

iOS 6 and iPad

After watching the iOS 6 preview this week, with 200 new features, looks cool, until I found the compatibility list, with no support for iPad 1. Oups!

New Tablet forecast, Android market share to decrease

IDC just released new Tablet forecast, raising 2012-2016 forecasts due to strong demand in 2nd half of 2012, and predicting Android market share (actually 37.5%) to decrease in 2012 and 2013, due to possible launch of iOS 7 inch in the sub $300 segment : http://www.idc.com/getdoc.jsp?containerId=prUS23543712.
Still not including Windows 8 tablets in their predictions !

Chart: Worldwide Media Tablet Shipments Split by OSHistorical and Forecast* 2010 - 2016 (Units in Millions)Description: Tags: Author: IDCcharts powered by iCharts