Here comes the Industrial Internet – the combination of networks and machines

Posted By on February 18, 2013

Many of you know that we at Aberdeen have been following and investing in the machine to machine concept (“M2M”) of the “internet of things” for many years.  GE recently published an informative report that attempts to add metrics to many of the concepts embodied in the grand notion of an always on, always connected fabric of people and machines.  The intersection of Moore’s Law and Metcalfe’s Law is enabling cloud computing models that were barely imaginable only a few years ago.  All of us will become connected participants and beneficiaries of these developments.  The opportunities for investing may increasingly resemble the late 1990’s if the patterns of adoption and productivity gains described in the report play out according to the authors’ model.  I have posted a copy of the report published in November on our “Brain Food” tab (here).  I have also included below a key graphic from the report and a link to the GE blog that summarizes the findings (here).  Jeb B Terry, Sr. Feb. 189, 2013

Industril Internet GE 11-26-13 

 Aberdeen Investment Management – a guide service for micro-cap technology investment

About The Author

Mr. Terry draws upon over 30 years of investment experience in the areas of venture capital, leveraged buy outs, foreign emerging markets and public stock markets. From 1976 to 1980, Mr. Terry was engaged in venture capital and corporate finance at First National Bank in Dallas. From 1980 to 1986 he was engaged in private equity investing in diverse industries. From 1986 to 1990 Mr. Terry was Co-General Partner of a private hedge fund affiliated with a high net worth Texas family office, involved in investment activities including convertible arbitrage, venture capital and strategic investing in public securities. From 1991 to 1996 Mr. Terry managed a team of four professionals to provide hedge investment services to high net worth clients. Hedge services included rigorous fundamental evaluation and technical analysis of portfolio companies. Prior to starting Aberdeen in August, 2001, Mr. Terry was a VP in the Private Client Services Group of Bear Stearns & Co., Inc. focused on technology and emerging markets. Mr. Terry has an MBA from Columbia Graduate School of Business and a BBA from Southern Methodist University. Aberdeen Investment Management, LLC is a Registered Investment Advisor in the state of Texas.


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