A smart watch is nothing new. But the on going trend and its added functionality of latest Samsung new products range further hints the IT industry consolidation is entering into next level.
Why say so? Retail market is almost matured into cloud base software. Hardware is far more one can imagine and maximize to use it. Eventually, retail cloud base applications, hardware like Samsung and the medium which bring things together are the Telcos will probably left behind.
What if one day, the cloud base concept is to flood the corporate world? Resulting in further consolidation of localized technological firms. We see this happened in some large corporations in Malaysia where email service, office applications and share point portals are outsourced to Microsoft.
If a tech firm is not able to finding the niche by itself. We believe it will become survival issues faster than ever. As such, we call for a reduction of holding IT related technological counters which is non cloud and niche segmented.
J&J Investment Co. 
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