Les TIC (Technologies de l'Information et des Communications) dominent le capital de risque au Québec et au Canada en 2010

Les TIC (Technologies de l'Information et des Communications) ont dominé le capital de risque au Québec et au Canada en 2010.  Les TIC sont la première industrie avec 484 millions de dollars, en baisse de 3 % par rapport à ceux de 497 millions de dollars obtenus en 2009. 

L'industrie des TIC représente 42 % de tous les investissements en capital de risque au pays en 2010, comparativement à 26 % pour les sciences de la vie et 17 % pour les technologies vertes. 

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com 

Research In Motion: Target Price of $88 Reachable in a Year, published at Seeking Alpha

Article selected by Seeking Alpha on Research in Motion's valuation

http://seekingalpha.com/article/254398-research-in-motion-target-price-of-88-reachable-in-a-year

Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com

What are the hot products in the Mobile World Congress of 2011?

Some new features are emerging at the Mobile World Congress of 2011.


-First there are new 3D smartphones where you can take 3D videos (i.e. LG Optimus 3D on Android) and uppload them directly to Youtube.


-Near Field Communication (NFC) technology is also a key feature.  A lot of new smartphones are incorporating NFC enabling payless mobile payments with some merchants.


-HTC is offering phones with "Facebook buttons" enabling faster access to the social network.


-Sony is offering a "Playstation phone" (Sony Xperia Play).


-Wrist watch devices (Sony Ericsson LiveView) where you can access apps, emails and texts without bringing your phone with you.


-More powerful tablets (HP TouchPad WebOS Tablet and Motorola Xoom).


Loluis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com

5 Stocks Expected to Gain From Mobile Internet Trends, published at Seeking Alpha

One article has been selected at Seeking Alpha

http://seekingalpha.com/article/252888-5-stocks-expected-to-gain-from-mobile-internet-trends

We will be using Google Analytics

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L'innovation et les TIC (Technologies de l'Information et des Communications)

Un récent rapport du CEFRIO et DMR explique l’importance de l’innovation avec les Technologies de l’Information et des Communications (TIC).  Il soulève les 6 grandes catégories d’innovation : modèles d’affaires, commerciale, organisationnelle, de produit, de procédé et technologique. 

L’innovation par modèle d’affaires vient influencer le caractère de l’entreprise, ses clients, ses marchés-cibles,  l’offre à ses clients, les intervenants à mobiliser, tout le processus et les réseaux de création de valeur.  Cette innovation engendre souvent des besoins d’innovation technologique pour en soutirer la faisabilité et la viabilité.  Magretta du Harvard Business Review soutient que pour se positionner et devenir un leader dans son secteur, une entreprise se doit de développer un processus systématique et stratégique d’innovation du modèle d’affaires.  Pour en savoir plus sur la redéfinition de modèles d’affaires en télécommunications, revenez sur ce blogue : j’ai écrit un chapitre de livre avec le Dr. Yves Rabeau de l’UQÀM qui sera publié sous peu.

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Which tech sectors are overvalued and undervalued?

According to JP Morgan and FactSet here are some industries overvalued and some undervalued.  In the tech sectors the overvalued is Internet.  The sectors undervalued are: Semiconductors, Computers and peripherals, Software, Telecom services.

Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com

Article on McGraw-Hill valuation, published on Seeking Alpha

One of my article has been published exclusively on Seeking Alpha:

http://seekingalpha.com/article/251218-assessing-mcgraw-hill-companies-valuation

Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com

Want to invest in Facebook, Twitter or Zynga? The secondary market exist.

The secondary market is facing a huge Internet private market stock bubble. Facebook is valued at $64 billion on Sharespost,com , Zynga at $6 billion, Twitter at  $4 billion, LinkedIn at $2.5 billion, eHarmony at $667M, Goupon $5 billion, Huffington Post at $112M.  Most of those firms will become public firms trading on official stock markets in 1-3 years, or sooner.  The social network sector is very hot right now, maybe too hot for value investors.

In order to trade, one must register at www.sharespost.com 

To view these opportunities, securities laws require that you must first be qualified by their affiliated broker-dealer as an accredited investor. Once qualified, you will be able to access information about auctions, private placement memorandums and other offering materials. SharesPost then connects you directly with the managers of these offerings, and, whenever possible, the companies’ executives, so you can ask questions and come to an investment decision.


It necessitates a $1M value in net worth and over $200,000 in revenues per year.

However, it is normally recommanded, to not invest more than 5% in private equity for a portfolio minimum well over $1,000,000. 

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Article on LinkedIn business model published on Seeking Alpha

One of my article has been selected for exclusive publication on Seeking Alpha. 


LinkedIn Experimenting With New Business Models

Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com