Suppliers have been trying to figure out the demand for, and requirements of, devices somewhere between high-end phones and lower-end PCs for some time, using the general "mobile internet devices" moniker.
In January 2010 much attention was focused on "smartbooks," positioned somewhere below "netbooks" at the low end of the PC category. Those devices tend to feature keyboards.
Post-iPad, the attention has turned squarely to tablet devices, using touchscreen interfaces only. Still, the ultimate shape of end user demand remains unsettled enough that a variety of form factors, operating systems and processor approaches will continue to be tested.
“This market between the phone and the laptop is an area that is undefined,” says Steve Mollenkopf, a Qualcomm executive vice president who is also president of its chip unit. “You will see a proliferation of different devices.”
Some devices will use smartphone processors or operating systems and move up. Other devices might take PC processors and operating systems and move them down into the tablet space. But application use cases are ultimately likely to matter more.
Touchscreen devices likely will prove to be accepted for some uses, but not for others. Content consumption might be the key use case for some users, while simple email and web browsing might emerge as the key application for others.
Tuesday, June 1, 2010
Space Between Smartphone and Laptop Still in Flux
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
4G Confusion Coming as iPhone "4G" Launches
Things are about to get a bit confusing. Apple's next version of the iPhone is being called "4G," though that is not related to fourth-generation mobile networks such as WiMAX and Long Term Evolution. Maybe Apple won't release it with a retail moniker of "4G," but if it does, the term is likely to cause a bit of consumer confusion about 4G.
But there's less to 4G than meets the eye, at least initially. It does support higher bandwidth, but that is more like the difference between a 3 Mbps connection and a 6 Mbps connection. More, but possibly not qualitatively a distinct experience.
The other issue is what people will discover 4G means, even when they do start buying, and using devices built for 4G networks.
But there's less to 4G than meets the eye, at least initially. It does support higher bandwidth, but that is more like the difference between a 3 Mbps connection and a 6 Mbps connection. More, but possibly not qualitatively a distinct experience.
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Google's Wi-Fi Gaffe
As Google prepares to defend itself against allegations of Wi-Fi spying, it has said very little about exactly what kind of personal data it gathered as part of its Street View project.
Last week, Google also declined to provide executives willing to speak on the record about how one of the most monumental oversights in its history occurred: the inadvertent gathering of 'payload' data by Wi-Fi sniffers mapping hotspots while recording street scenes for Google Street View.
Google admitted on May 14 that it had been "mistakenly collecting samples of payload data from open (i.e. non-password-protected) Wi-Fi networks" for three years. Payload data is distinct from a "header," which contains mostly benign information about the network itself: The payload is the actual data that is being transmitted over the network.
However, Google's store of personal data might not be quite the treasure trove it may seem. Data sent back and forth between encrypted Web sites (password logins, online banking, credit-card transactions, or anything with https:// in the URL) would not be collected. Mobile workers signed into VPNs would also not be affected.
In addition, it's not totally clear how much data Google would be able to capture with a Street View car moving at about 25 miles per hour along the streets of cities and towns around the world. Google said the data was "fragmented," implying that piecing together any coherent image from that data would be difficult.
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Monday, May 31, 2010
Social E-Commerce is More Marketing Than Commerce
It isn't clear yet whether social commerce sites such as Groupon.com, Buywithme.com, Lifebooker.com and livingsocial.com are a fad or a permanent trend in e-commerce. These sites offer discounts to groups of buyers that may or may not depend on how many people respond to a specific offer.
Typically, a group coupon site operates in multiple cities and features one merchant's discount per day per city in an e-mail to subscribers.
Merchants set a minimum number of customers who must sign up for an offer to work.
If the deal doesn't get enough interest in the allotted period, would-be buyers get their money back. But some 90 percent of Groupon deals do go through. So shoppers may feel they need to rush to sign up before the quota fills, which generates a marketing buzz for the stores and sites.
But the social commerce deals might be seen primarily as marketing campaigns, more than a way to move merchandise. The websites typically give retailers half the money they get selling the deals. That means there is little to no profit from a deal.
What the deals succeed in doing is creating an opportunity to attract new customes, though.
A half-off coupon, for instance, typically brings the retailer just one-fourth the price it usually charges for a given item and could end up costing the business money.
Typically, a group coupon site operates in multiple cities and features one merchant's discount per day per city in an e-mail to subscribers.
Merchants set a minimum number of customers who must sign up for an offer to work.
If the deal doesn't get enough interest in the allotted period, would-be buyers get their money back. But some 90 percent of Groupon deals do go through. So shoppers may feel they need to rush to sign up before the quota fills, which generates a marketing buzz for the stores and sites.
But the social commerce deals might be seen primarily as marketing campaigns, more than a way to move merchandise. The websites typically give retailers half the money they get selling the deals. That means there is little to no profit from a deal.
What the deals succeed in doing is creating an opportunity to attract new customes, though.
A half-off coupon, for instance, typically brings the retailer just one-fourth the price it usually charges for a given item and could end up costing the business money.
Labels:
buywithme,
groupon,
lifebooker,
livingsocial,
social commerce
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Real Heroes
We thank you.
Labels:
memorial day
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Sunday, May 30, 2010
Bandwidth and Revenue: Something's Gotta Give
Fully 73 percent of industry executives surveyed by Telcordia expect to see either network-enforced hard limits, tiered services or a combination of both to manage data traffic.
The survey of industry professionals across more than 75 countries by Telcordia simply confirms that data traffic, and therefore network cost, is increasing faster than revenue to pay for supplying that bandwidth.
"CSPs need to insert themselves in the mobile broadband value chain and leverage billing and charging assets to manage network costs and to add innovative value-added offers and services to both subscribers and over-the-top content third parties," says Pat McCarthy, Telcordia VP.
"All-you-can-eat data plans are not a sustainable business model, and policy-based bandwidth management and real-time charging provide CSPs and their subscribers with the necessary flexibility to try new services while keeping costs in line," says McCarthy.
link
The survey of industry professionals across more than 75 countries by Telcordia simply confirms that data traffic, and therefore network cost, is increasing faster than revenue to pay for supplying that bandwidth.
"CSPs need to insert themselves in the mobile broadband value chain and leverage billing and charging assets to manage network costs and to add innovative value-added offers and services to both subscribers and over-the-top content third parties," says Pat McCarthy, Telcordia VP.
"All-you-can-eat data plans are not a sustainable business model, and policy-based bandwidth management and real-time charging provide CSPs and their subscribers with the necessary flexibility to try new services while keeping costs in line," says McCarthy.
link
Labels:
network management
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
HTC Evo Running Android 2.2
Some people are going to find the HTC Evo's "massive screen" annoying, to the extent that it makes the device bigger (slightly bigger than the comparable Verizon HTC Incredible, but it has some advantages.
The Evo doesn't use the OLED screen found on the Nexus One, but instead uses a TFT display which means the Evo will be easier to use in daylight.
more here
The Evo doesn't use the OLED screen found on the Nexus One, but instead uses a TFT display which means the Evo will be easier to use in daylight.
more here
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
What is Yahoo's Strategy?
I admit I'm not sure I describe, with certainty, Yahoo or AOL strategies. To be sure, I'm not sure I could adequately describe Google's fundamental strategy, either. Maybe it doesn't matter whether I understand it. But it typically does matter when a company is a bit fuzzy about telling its own story. You can be the judge of whether this is clear enough.
link to video
link to video
Labels:
AOL,
business strategy,
Yahoo
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
New Skype for the iPhone
A new version of Skype for the iPhone supports voice calls over 3G. I don't know about you, but I still find voice over 3G a challenging and non-predictable experience.
A recent call I was on was flaky enough that we reverted back to the public switched network.
Labels:
mobile VoIP,
Skype
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
WiMax 2: 100 Mbps Downstream Bandwidth
A second-generation standard for WiMAX now under development by the Institute of Electrical and Electronics Engineers promises 100 Mbps downstream bandwidth.
The 802.16m standard will significantly boost first-generation WiMAX speeds. Sprint's Xohm network generally supports speeds between 3.7 Mbps to 5 Mbps.
Significantly, the speed boost will be possible over the same distances WiMAX now operates over. WiMAX covers about 31 square miles from each access point.
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Web Browser Preferred Over Content Apps On The iPad
"I've tried a few content apps on the iPad, including the much discussed Wired app. But I don't like reading content via apps on the iPad and I gravitate to the Safari browser," says Fred Wilson, Union Square Ventures partner.
Among the reasons: the apps treat pages as monolithic objects so users cannot cut and paste text, follow links to other content apps, keep multiple pages open, use a common interface, or connect with social media.
Content apps do not allow use of search functions and cannot be aggreated using apps such as techmeme.
Labels:
app store,
iPad,
web browser
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Saturday, May 29, 2010
Are Location-Based Services All Hype?
Location is a feature, not a business. Real-time and location-based marketing in all its forms might be the huge business many expect.But much attention at the moment is focused on the "research project" aspects of location, and not on the crucial issues of how to sustain the use of such features on a wide basis over time, and how to make it useful for average users. We aren't there yet.
Labels:
business model,
location,
location based service
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Some Spend 48.5 Hours a Week Playing Console and PC Games
About four percent of gamers spend 48.5 hours a week playing games on consoles and PCs, according to NPD Group. Overall, U.S. gamers ages 2 and older spend 13 hours per week playing games, up from 12.3 hours in 2009.
Hours spent playing both console and PC games showed a marked increase over last year's study, with console games increasing nine percent and PC games increasing six percent. The number of hours gamers spent playing portable games saw a decline of 16 percent.
The average age of gamers increased slightly over last year from 31 years of age in the 2009 study to 32 years in this year’s study. Avid PC Gamers and Offline PC Gamers, comprising 11 percent and 8 percent of the gaming population, respectively, are the oldest segments with an average age for both of 42 years.
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Friday, May 28, 2010
Leading Indicator Falls to 39-Week Low
A measure of future U.S. economic growth fell to a 39-week low in the latest week, pointing to a slowdown in economic growth, The Economic Cycle Research Institute, a New York-based independent forecasting group, says.
As reported by Reuters, the ECRI's "Weekly Leading Index" fell to 125.6 in the week ended May 21, down from a revised 127.2 the previous week, originally reported as 127.3, the lowest level since Aug. 21, 2009, when the index stood at 125.3.
The index's annualized growth rate tumbled to a 47-week low of 5.1 percent from 9.0 percent a week ago. That's the worst level since June 26, 2009, when it stood at 4.6 percent.
'The downturn in WLI growth evident since early 2010 has recently intensified, so it should be no surprise when U.S. economic growth slows noticeably in the months ahead,' says Lakshman Achuthan, managing director of ECRI."
The index's annualized growth rate tumbled to a 47-week low of 5.1 percent from 9.0 percent a week ago. That's the worst level since June 26, 2009, when it stood at 4.6 percent.
'The downturn in WLI growth evident since early 2010 has recently intensified, so it should be no surprise when U.S. economic growth slows noticeably in the months ahead,' says Lakshman Achuthan, managing director of ECRI."
That doesn't necessarily mean we are headed for the dreaded double-dip recession, but it is not good news. Drat.
Labels:
economy
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
New York Dead Zones Are Just a Fact of Life
For the 20 million people living in the greater New York area, spotty cellular service is a constant source of frustration. To document the extent of the problem, The Wall Street Journal examined data on dropped and unsuccessful calls compiled by the Nielsen Co., which sends out equipment-filled vans to make 140,000 test calls a year across the five boroughs, Long Island, northern New Jersey and southern Connecticut.
The results raise a pressing question: Why is the most populous metropolitan area in the U.S. plagued with dead zones?
Carriers deserve only part of the blame, the Wall Street Journal says. The city is one of their highest-profile markets, and even as they cut capital spending nationwide during the recession, they kept budgets high in New York, even if that spending didn't always keep up with the pace of smartphone sales.
Ask the people who build and maintain the city's networks, and they'll give you a dozen alternative excuses: Too many people. Too many buildings. Too much reflective glass. Too much water. Each plays a role, the Wall Street Journal says.
It all adds up to wireless dead zones dotting the city and its surrounding suburbs.
Take the West Side Highway, a notorious trouble spot where Nielsen recorded eight failed calls up and down Manhattan. There, phones get a signal only on one side of the road, from cell towers high atop office buildings. (The Hudson River is on the other side.) So when there's a hiccup with a connection to the cell tower on the Manhattan side of the river, there's no other tower to back it up, and the call drops.
Dropped calls also happen because of quirks in the way carriers have set up their networks. For example, AT&T Inc. routes calls south of 59th Street in Manhattan to a switch downtown. North of 59th, calls go to a facility in Westchester. So when an AT&T customer crosses 59th, calls can get dropped as the network reshuffles from one switch to the other. Nielsen recorded three fails on or near that dividing line. AT&T declined to discuss coverage at 59th in further detail.
Sometimes, there just aren't enough cell sites to handle the load. But it always is difficult to get authority to put up new towers, anyplace. In New York, it is harder because of the fragmented ownership of buildings. Outside New York, it often is possible to negotiate once with an owner of hundreds of buildings.
The upshot? Service issues are likely to continue to be an irritant.
The results raise a pressing question: Why is the most populous metropolitan area in the U.S. plagued with dead zones?
Carriers deserve only part of the blame, the Wall Street Journal says. The city is one of their highest-profile markets, and even as they cut capital spending nationwide during the recession, they kept budgets high in New York, even if that spending didn't always keep up with the pace of smartphone sales.
Ask the people who build and maintain the city's networks, and they'll give you a dozen alternative excuses: Too many people. Too many buildings. Too much reflective glass. Too much water. Each plays a role, the Wall Street Journal says.
It all adds up to wireless dead zones dotting the city and its surrounding suburbs.
Take the West Side Highway, a notorious trouble spot where Nielsen recorded eight failed calls up and down Manhattan. There, phones get a signal only on one side of the road, from cell towers high atop office buildings. (The Hudson River is on the other side.) So when there's a hiccup with a connection to the cell tower on the Manhattan side of the river, there's no other tower to back it up, and the call drops.
Dropped calls also happen because of quirks in the way carriers have set up their networks. For example, AT&T Inc. routes calls south of 59th Street in Manhattan to a switch downtown. North of 59th, calls go to a facility in Westchester. So when an AT&T customer crosses 59th, calls can get dropped as the network reshuffles from one switch to the other. Nielsen recorded three fails on or near that dividing line. AT&T declined to discuss coverage at 59th in further detail.
Sometimes, there just aren't enough cell sites to handle the load. But it always is difficult to get authority to put up new towers, anyplace. In New York, it is harder because of the fragmented ownership of buildings. Outside New York, it often is possible to negotiate once with an owner of hundreds of buildings.
The upshot? Service issues are likely to continue to be an irritant.
Labels:
mobile,
voice quality
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
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