Sunday, August 1, 2010
Apple Pulls "Other Phones Suck" Videos
Apple apparently has taken down the videos it has been showing of other smartphones experiencing signal indicator drops when held.
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, July 31, 2010
Backhaul Portion of Harbinger Capital Plan is Where Questions Might be Asked
Of several questions that might be raised about the Harbinger Capital plan to create a new national wholesale fourth-generation mobile network using the Long Term Evolution air interface and satellite backhaul, nothing is more important than the ability to attract enough capital to build the network, and the ability to get at least a few anchor tenants.
The other issue is how the backhaul can be optimized in terms of latency performance. Putting a fleet of satellites into low-earth orbit is one way to reduce latency. Doing so for birds located in geostationary orbit will be more of a trick. Streaming video won't necessarily be an issue.
But interactive applications, such as gaming, voice, videoconferencing and enterprise apps, might be. The ground-based LTE network is a clever idea. Apparently wholesale customers will be able to lease ground segment separately from satellite backhaul.
But that will pose some issues for would-be wholesale customers as well: how to create the fiber backhaul network supporting all those LTE sites. A rational observer might conclude that a would-be anchor tenant would be better off leasing capacity from Clearwire, which will have the backhaul in place as a necessary part of building out its radio sites, without the satellite latency issues to contend with.
Perhaps there is some clever way to use the proposed Harbinger network's satellite backhaul only for apps where latency is not an issue, keeping latency-sensitive traffic confined to the terrestrial fiber networks. Maybe using it for video on demand only is one such approach.
The issue would seem to be that satellite transponders are optimized for point-to-multipoint video distribution. "On demand" services can be provided, but do not play to the network's advantages.
At some point, complexity becomes the enemy, though. Ways to seamlessly integrate other terrestrial 4G and 3G networks with a separate satellite network potentially are workable. But the cost and complexity might be relatively high.
If demand proves robust enough, one could conceive of a telemetry network build around the Harbinger network that is designed specifically for applications that are latency in-senstive. But Harbinger would not be the first company to attempt a business model for applications and customers that proved not to be sufficient.
http://www.o3bnetworks.com/video/video_03.html?height=315&width=400
The other issue is how the backhaul can be optimized in terms of latency performance. Putting a fleet of satellites into low-earth orbit is one way to reduce latency. Doing so for birds located in geostationary orbit will be more of a trick. Streaming video won't necessarily be an issue.
But interactive applications, such as gaming, voice, videoconferencing and enterprise apps, might be. The ground-based LTE network is a clever idea. Apparently wholesale customers will be able to lease ground segment separately from satellite backhaul.
But that will pose some issues for would-be wholesale customers as well: how to create the fiber backhaul network supporting all those LTE sites. A rational observer might conclude that a would-be anchor tenant would be better off leasing capacity from Clearwire, which will have the backhaul in place as a necessary part of building out its radio sites, without the satellite latency issues to contend with.
Perhaps there is some clever way to use the proposed Harbinger network's satellite backhaul only for apps where latency is not an issue, keeping latency-sensitive traffic confined to the terrestrial fiber networks. Maybe using it for video on demand only is one such approach.
The issue would seem to be that satellite transponders are optimized for point-to-multipoint video distribution. "On demand" services can be provided, but do not play to the network's advantages.
At some point, complexity becomes the enemy, though. Ways to seamlessly integrate other terrestrial 4G and 3G networks with a separate satellite network potentially are workable. But the cost and complexity might be relatively high.
If demand proves robust enough, one could conceive of a telemetry network build around the Harbinger network that is designed specifically for applications that are latency in-senstive. But Harbinger would not be the first company to attempt a business model for applications and customers that proved not to be sufficient.
http://www.o3bnetworks.com/video/video_03.html?height=315&width=400
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, July 30, 2010
Fiber Connections: Australian Company Can't Give Them Away
Only half of the homes and businesses in the three Tasmanian towns involved in stage one of the Australian National Broadband Network rollout have chosen to connect to the network. The connection is free, and puts into place the network that will completely replace the old copper network within eight years.
The connection also is the equivalent of a "dark fiber" connection at the moment. At some later point, retail providers will lease capacity and try to sell services to consumers. But none of that is "live" now.
The opposition will prove expensive at some point. Any business or home that does not opt to get the free install now will have to pay for a "live" connection in the future.
Apparently, people simply do not understand the proposition. It's an interesting development.
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.
Typical Small Business Search Advertiser Spends $2231 Per Year
Small businesses have dramatically increased their spending on search advertising over the past year, up 159 percent, in fact.
Labels:
search advertising
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.
Kindle's Future in an "iPad World"
Jeff Bezos, Amazon.com CEO, thinks there is plenty of room in the market for optimized e-book readers.
Bezos believes the Kindle can continue to succeed as a device that’s dedicated to reading, especially long-form reading. Amazon isn’t looking to “create an experience." Amazon thinks the author will create the experience.
In a world with short attention spans, one would hope Bezos is right. Fast-paced, short form content is good for lots of things. Reflection isn't typically one of them.
Bezos believes the Kindle can continue to succeed as a device that’s dedicated to reading, especially long-form reading. Amazon isn’t looking to “create an experience." Amazon thinks the author will create the experience.
In a world with short attention spans, one would hope Bezos is right. Fast-paced, short form content is good for lots of things. Reflection isn't typically one of them.
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.
Voice Quality Isn't What It Used to Be
Most people, despite the reliance placed on their mobile phones, likely would say there are times when call quality isn't very good and calls get dropped. Most users of business-grade IP telephony and consumer VoIP might also agree that there are times, especially on multi-party conference calls, when quality also is not good, despite the measures taken to control each discrete set of resources.
Unfortunately, for all the good things that loosely-coupled systems make possible (faster innovation, greater creativity, lower end user prices), one of the downsides is inability to control session quality end-to-end.
The old AT&T monopoly might not have been so good at innovation and pricing (slow innovation and high prices) but it was very good at ensuring high 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.
Is Mobile Device Market Becoming the PC Market?
The phone device market is turning more and more into the PC market, says Gartner analyst Carolina Milanesi.
What she apparently means is that devices are becoming commodities where software and services do not create as much differentiation as once was hoped.
What she apparently means is that devices are becoming commodities where software and services do not create as much differentiation as once was hoped.
On the other hand, that might be good for consumers who will find they get more power and utility from newer devices without paying higher prices.
"Some, including me, thought that apps and services would help vendors add value to hardware," says Milanesi. "It seems to me though, that the popularity of Android is not going to allow that to happen."
Perhaps oddly, what Milanesi is suggesting is that "open" platforms, though generally considered a better way to foster innovation than "closed" approaches, might need to be re-thought.
She says Apple and Research in Motion provide alternate examples, where suppliers can innovate and capture the returns. She also seems to be suggesting that the separation of ownership of operating systems and hardware is not necessarily the best way forward for device suppliers.
The healthier financial approach would be to feature an "open" approach to applications on "closed" platforms (operating system and hardware bundled).
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.
Rep. Dingle OpposesTitle II Reclassification
In a letter to the Federal Communications Commission Rep John Dingell (D- MI) said that the chairman should abandon his effort to reclassify broadband.
Federal Communications Commission Chairman Julius Genachowski apparently responded that while he looks forward to working with Congress to a update the Communications Act, the Commission cannot wait for Congress to complete its deliberation.
Virtually all observers expect protracted legal action should the FCC reclassify broadband access as a regulated Title II 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.
Best Buy to Sell Branded 4G Mobile Services
Best Buy will offer its own branded mobile broadband services using the Clearwire. network. The deal is noteworthy to the extent that Best Buy is the first major wholesale customer that is not an investor in Clearwire.
Best Buy has tried selling its own branded communications services before, in particular broadband and voice services for small businesses. That effort was modestly successful, one might argue.
Best Buy hopes to fare better with consumer-focused communications services, namely mobile gadgets.
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.
Cars are Where People Listen to Music
Though it might seem that MP3 players are the dominant way people consumer music, the car stereo is the most popular device to listen to music, followed by the home stereo and the PC, Forrester Research says.
About a third of U.S. adults regularly listens to music on a MP3 player, and eight percent listen on their mobile phone. Many observers have suggested that the iPhone is the next-generation replacement for the iPod. The usage statistics so far do not generally support that contention. Most people seem to use their MP3 players.
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.
Android 2.2 for Evo 4G
The version 2.2 update for the Android operating system will start to be pushed out to Sprint Evo devices the week of August 3 or so.
Android 2.2 brings with it a number of new features, including the ability to turn the phone into a Wi-Fi hotspot, improved performance, and new widgets for the home screen.
Android 2.2 brings with it a number of new features, including the ability to turn the phone into a Wi-Fi hotspot, improved performance, and new widgets for the home screen.
Labels:
Andorid 2.2,
Evo,
HTC
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.
Thursday, July 29, 2010
Location-Based Apps Still Early on Growth Curve
A new analysis by Forrester Research can be viewed as an excuse not to dive into location-based services, or location-based advertising, at the moment.
Only about three percent of people surveyed by Forrester Research say they use location apps, such as check-in apps, frequently or at least once a week.
Some 84 percent of respondents say they don't even know what the apps are.
None of those findings should surprise anybody, at this point. LBS still is in its infancy. Not many people use any new device or application, at first.
Labels:
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.
Growing Channel Conflict Between Programmers, Distributors
Despite competing efforts by YouTube, SeeSaw, Hulu, MSN and others to aggregate catch-up TV online in this way, U.K. broadcasters are keeping control of their own inventory for online viewing, including "catch up" services that allow users to view shows they recently have missed.
U.K. broadcasters ITV, C4 and Five each sell their own video ads on either their own sites or on YouTube and SeeSaw (C4 and Five).
The point is that channel conflict between content companies and distributors continues to grow as the online channel becomes more important.
BSkyB, for example, also recently got exclusive rights to HBO content, while Virgin Media, which has on-demand rights for content it shows on its cable network, apparently does not have those rights for mobile or Web distribution.
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.
Top 10 Global Broadband Providers
If the number of fixed-line broadband subscribers were the measure, Comcast and Time Warner Cable would rank among the world's top-10 largest Internet service providers.
The 10-biggest broadband ISPs in March 2010 had 191 million total subscribers, representing 39 percent of the world’s 492 million broadband customers.
KT of South Korea, the world’s tenth largest broadband ISP, is the only new member of the top ten ranking, having displaced Telecom Italia, which is now the 11th largest broadband ISP globally.
Just two providers, China Telecom and China Unicom, accounted for 20 percent of global broadband subscribers.
Just two providers, China Telecom and China Unicom, accounted for 20 percent of global broadband subscribers.
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.
Wednesday, July 28, 2010
53% of Mobile Customers Use Data
About 53 percent of mobile users now use mobile data services or applications of one sort or another, Validas reports. That is up from 42 percent in 2009. The typical user consumes 145 Mbytes a month, compared to 96.8 MBytes in 2009. The typical smartphone user consumes 415 Mbytes, up from 139 Mbytes in 2009.
Mobile PC broadband users consume 1.5 Mbytes a month, up from about 1.4 Mbytes in 2009.
Feature phone users consume about 68 Mbytes a month, up from 46 Mbytes.
Verizon Wireless posted the largest percentage increase in mean data usage per user from 48 MBytes to 147 MBytes.
T-Mobile users consume 121 Mbytes, typically. Sprint users consume about 133 Mbytes, primarily because more Sprint customers now consume 50 Mbytes or less each month.
link
Mobile PC broadband users consume 1.5 Mbytes a month, up from about 1.4 Mbytes in 2009.
Feature phone users consume about 68 Mbytes a month, up from 46 Mbytes.
Verizon Wireless posted the largest percentage increase in mean data usage per user from 48 MBytes to 147 MBytes.
T-Mobile users consume 121 Mbytes, typically. Sprint users consume about 133 Mbytes, primarily because more Sprint customers now consume 50 Mbytes or less each month.
link
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.
Subscribe to:
Comments (Atom)
Has AI Use Reached an Inflection Point, or Not?
As always, we might well disagree about the latest statistics on AI usage. The proportion of U.S. employees who report using artificial inte...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...





