iPhone Breaks Record

In case you were wondering, Apple over the weekend sold more than 700,000 iPhones to rocket past analyst predictions and shatter AT&T's record by selling more iPhones in three days than Motorola's RAZR did in its first month. Some say that isn't unexpected, and the real challenge is selling the next couple of million. So far, consumer behavior is in line with the hype and at&t's and Apple's expectations.

Google and GrandCentral

Some of you know I am a big fan of Google and GrandCentral. Well now Google owns GrandCentral. And while Google can not fairly be said to desire to be a communications service provider, that is precisely what GrandCentral is. A provider of a unified communications service, not a unified communications network, though. So count Google as among those firms now offering a unified communications service.

Some might see this as competition for Skype or Jajah (I use both), and there is some logic to that notion. For the most part, I don't see it that way. Google now is a provider of unified communications. That's the story.

Comcast says it Could; Not "Would"

“We’re not necessarily saying we want to offer 100 or 160 megabits” per second access speeds, says Comcast CTO Tony Werner, referring to the DOCSIS 3.0 upgrade Comcast is planning. Using channel bonding, DOCSIS allows a cable operator to support downstram bandwidth as high as 480 Mbps and upstream as high as 120 Mbps, on a shared basis.

And that’s the key. Two bonded TV channels (6 MHz each) will support that amount of bandwidth from a fiber node to customers served off that node, possibly an area of 500 or more homes in any given location. At 60 percent video penetration and 30 percent cable modem penetration, that implies a potential customer base of about 90 homes or businesses.

If three customers really wanted 150 Mbps downstream and 40 Mbps upstream, that would chew up 12 MHz of bandwidth, equivalent to two analog TV channels.

So unless a cable operator wants to reclaim a fairly significant amount of television bandwidth, it isn’t going to be able to provide such speeds to more than one or two customers in a fiber-served area.

The DOCSIS 3.0 upgrade is supposed to start in 2008.

iPhone Apparently Forces Helio Policy Change

Wireless service provider Helio recently announced a fee for access to YouTube video on its handsets. It just about as quickly rescinded the policy after it became clear iPhone handsets would be able to access YouTube content just like any other Web content. The switch shows just how easily a serious competitor can force a walled garden approach to crumble.

The Good News for SunRocket....

..could be that its recent round of layoffs was a prelude to a new round of funding. SunRocket has raised approximately $20 million in additional venture capital from existing investors since early spring, bringing the company's total capital raised to date to about $100 million, the company says.

The company is likely to close the new funding round by August with a total of $30 million to $40 million in new venture capital, says Jonathan Ebinger of BlueRun Ventures, one of SunRocket's investors.

SunRocket Axes Most of its "C" Titles

Andy Abramson says he also has gotten confirmation that SunRocket has laid off its gets CTO, CIO, CFO and CPO. The founders, including Paul Erickson, Joyce Dorris and Chris Koehncke all left in February. It's a shame. The founders had brought some of that old MCI marketing flair to the independent VoIP space.

Convergence Spells Opportunity for Managed Services | PodTech.net: Technology and Entertainment Video Network

Convergence Spells Opportunity for Managed Services | PodTech.net: Technology and Entertainment Video Network

Jajah for iPhone

First Jajah said to ditch your headset. Now Jajah says to "free your phone." Jajah earlier had optimized its site for smart phones, so it obviously works with the Apple iPhone. Yes, you can pay a monthly fee of $4 for the privilege of making 23 cents a minute calls to the United Kingdom. Or you can use Jajah for three cents a minute. The site is mobile.jajah.com.

Practical Anthropology at Swisscom and Microsoft

An anthropologist at Microsoft points out that when instant messaging and other social networking tools are taken away from people (especially people under the age of 35), productivity drops. That's an indication that social networking is becoming a key problem solving tool, not a "time waster" as many managers seem to believe. Swisscom Innovations anthropologist Stefana Broadbent points out that use of written channels, ranging from IM to text messaging to email is growing, while voice growth has slowed where text communications are possible.

Broadbent theorizes that written channels allow constant interplay and availability without creating an information overload. A person without online social tools averages about 20 contacts with whom they keep in touch. A person with online tools can maintain 70 or more contacts, she notes. She theorizes that IM, for example, is both fast and non-committal, allowing a wider circle of contacts without overload.

That's an interesting perspective as more people start to worry we all are too connected, too much of the time. Broadbent argues that people should not have to unplug. In fact, she rhetorically asks, "why would I want to unplug?"

And she questions the notion that most people actually are overloaded with communication requests. "Most people we interview get five emails a day," says Broadbent. "They are thrilled to get one more friend on Facebook, for example."

Though the common perception is that most people are overloaded with communications, Broadbent says that isn't true. "Not many people are overloaded," she says.

"I'm opposed to the notion of unplugging," Broadbent says. "I don't want to lose my social intelligence network." To Broadbent, "IM is like bringing your dog to work."

Though I don't see lots of evidence that "always connected" behavior is all that important to most people over the age of 40 or so, I am beginning to see how most of the social networking tools can increase knowledge diffusion and make possible a wider degree of casual monitoring of one's environment. I wouldn't say I find it as helpful as RSS. But part of the reason is that most of the people I normally want to interact with do not seem to be heavy social networkers.

It's a Wireless World

Wireless revenue passed landline revenue internationally in 2006 and will be 59 percent greater by 2010, says the Telecommunications Industry Association. In the global markets, that means wireless customers outside the United States will increase by 975 million people by 2010, when the wireless total will reach 3.13 billion.

Wireless customers in the United States, meanwhile, will total 270 million in 2010, up from 216 million last year and 135 million just five years earlier. Wireless customers in the Asia/Pacific region totaled 963 million at the end of 2006 and are expected to total 1.58 billion by 2010, more than twice the number expected to be in Europe by then.

Wireless data revenue in the United States was nearly $13 billion last year and is expected to reach $44 billion in 2010, TIA notes.

Layoffs at SunRocket

SunRocket apparently has laid off a third of its workforce; between 40 and 60 people, sources say. The independent VoIP provider has been trying to raise another round of funding, and the effort appears to have failed, up to this point.

iPhone line New York Apple Store

Waiting in line for an iPhone...

T-Mobile and Verizon Might Get Slammed Today

According to an unscientific poll of people in line in New York to get their hands on an iPhone, 40 percent currently are at&t subscribers. That means 60 percent of the buyers will be switching carriers to join at&t. It appears T-Mobile is the largest loser, but Verizon stands to lose nearly as much. About 25 percent of the people in line are T-Mobile customers, just about 23 percent Verizon Wireless. Sprint users number about 10 percent, according to CNBC. One wonders what sort of win-back offers are ready to roll. And, in this case, whether anybody would even consider a win-back offer.

Why Do People Text Each Other?

In many markets, the cost of doing so is far less than the cost of making a voice call, says LirneAsia. And it is the relative cost of SMS compared to a minute of voice, for example, which drives texting, more than the absolute cost of sending an SMS (See Brough Turner's blog).

"What matters really is the relative cost of sending an SMS; for instance, in the Philippines, for a Smart TnT prepaid mobile user, a one minute call is about 5.5 times more expensive. In Pakistan, for a Jazz Budget prepaid mobile user, the ratio is about 2.1. In India, where SMS use at the BOP was seen to be the lowest (among the countries studied), the ratio was 1 – i.e, a one minute call and an SMS are the same price (so why would you bother SMSing if that were the case?)."

Microsoft OCS: Not Everyone Will Rest Easy...

...despite repeated assurances from Microsoft that it just wants to supply unified communications and presense features to any existing business phone system. Microsoft unified communications manager Mark Deakin says Office Communications Server 2007 is not a replacement for current PBX services. And he's right, as far as it goes. It's just that some observers say they have tested OCS as a full replacement for a PBX and it seems to do the job. And now that Microsoft is supplying U.C. software, desktop software and actual phones.......