Sunday, August 8, 2010

Amazon Web Services a $2.5 Billion Business by 2014?

UBS Investment Research analysts Brian Pitz and Brian Fitzgerald estimate that in 2010, Amazon Web Services will generate about $500 million in revenues and will grow to $750 million by 2011. By 2014, it would bring in close to $2.54 billion in revenues.

Researchers at IDC estimate the 2014 global market for cloud computing services of as much as $55 billion.

UBS thinks revenue and profit from Amazon Web Services could have a material impact on Amazon as soon as the latter quarters of 2010.

Click on the image for a larger view. You may have to click once again once the separate image appears.


Saturday, August 7, 2010

Netflix for Android

Netflix is working on a streaming video application for smartphones running Google’s Android operating system, a Netflix employee and online job listing have each confirmed.

Netflix has posted two job listings on its website so far this summer, both seeking Android developers. The current listing is titled “Android Video Playback Expert,” and begins, “Netflix is looking for a great engineer to help us build Instant Streaming client implementations on Android devices.

Is Video the Killer App for 4G?

One can argue that access to  web applications has turned out to be the "killer app" for 3G.

One might also speculate that video might be the killer app for 4G.

Click the image for a larger view that shows the various channels consumers now use for video.

Clearwire LTE Plans Won't Be Long In Coming

Clearwire and Sprint Nextel have been dropping clear hints that Clearwire could adopt Long Term Evolution as an air interface, either alongside its existing WiMAX network or as an eventual replacement.

Since the U.S. wireless industry has been through technology transitions before, it isn't hard to suggest how it might happen, and when. Companies have had to make transitions from one air interface to another within a single generation of technology, as well as migrating customers from an older generation to a new generation.

Where one air interface is switched out in favor of another within a technology generation, the trick is to add all new customers to the new interface while allowing the legacy base of customers to dwindle through attrition. At some point, the old network then can be shut down without undue disruption.

Where an older generation network is replaced by a next-generation network, additional spectrum also is required. If Clearwire wants to shift air interfaces within the fourth generation, it would maintain current customers on WiMAX, while creating a new LTE network alongside WiMAX, signing up new customers on LTE, and allowing WiMAX customers to gradually shrink through attritiion.

That suggests Clearwire will not want to wait too long, as it will want to limit the number of WiMAX customers it has to support while the LTE network is populated with customers.

As an operational matter--and there are other issues to consider--moving sooner is better than moving later, especially given the larger number of customers now coming onboard on the WiMAX network because of the popularity of the Evo.

On the other hand, abrupt action is not required, or even preferable, as the practical details of interworking between LTE and WiMAX, in the core of the network, will have to be proven, in a full deployment mode.

Handset suppliers will also need some time to ready suitable handsets that interwork, as devices now can use either the 2G and 3G networks, or 3G and 4G networks. Alternatively, Clearwire could encourage single-network devices.

With most consumers on two-year contracts, and a natural handset replacement cycle that runs two to three years, customers can be moved to LTE as they replace their current WiMAX devices.

The point is that Clearwire has plenty of spectrum, and industry executives have lots of experience with technology transitions. It will take some planning, and some time, but it is a normal and expected part of the business that air interfaces and networks are changed, at least every 10 years, and sometimes sooner, for other business reasons.

Google CEO Talks Up Synergy Between Mobile, Local, Social Networking

It doesn't take much insight to predict that Google will, sometime relatively soon, be making new moves in the location based services area.

Google already has made major and successful investments in mapping, local search, mobility, geo-location and navigation, for example. It also has made investments in location-based services that haven't gotten traction.

CEO Eric Schmidt recently has been talking up the synergies between mobility, local search and social networking.

“Foursquare and Gowalla are pretty impressive," says Google CEO Eric Schmidt. "They show you the power of mobile,social and local,” Schmidt said.

“Google will play in that market in a lot of ways,” Schmidt added.

http://www.mobilemarketingwatch.com/lbs-roundup-foursquare-improves-its-looks-google-hints-at-gowalla-acquisition-8289/

Friday, August 6, 2010

Video Mashup About Google Verizon Net Neutrality Talks


Multisource political news, world news, and entertainment news analysis by Newsy.com

Google CEO Schmidt: "People Aren't Ready for the Technology Revolution"

Some people like the ability to remain anonymous on the Internet, while others are not so sure. Most of the bad behavior that happens on the Internet is "anonymous" in terms of its source.

Given the increased use of the Internet for criminal or anti-social purposes, it isn't too surprising that governments would want some way to track "anonymous" users.

"The only way to manage this is true transparency and no anonymity," says Eric Schmidt, Google CEO. "In a world of asynchronous threats, it is too dangerous for there not to be some way to identify you."

"We need a [verified] name service for people. Governments will demand it," he says. At some level, it is hard to disagree.

LightSquared Gets First Customer

LightSquared, the Harbinger Capital venture planning to build a nationwide wholesale Long Term Evolution network, has found its first customer. Airspan Networks, a provider of connectivity to utilities for their smart grid efforts, says it will resell some of LightSquared spectrum to utilities.

Best Buy to Launch its Own Tablet PC

Best Buy’s CTO Robert Stephens says the firm is going to sell its own branded tablet PC. There are no details about operating system or who the manufacturer is. Some will note that it looks like an HP Slate. That would suggest a nine-inch screen.

Mobile Internet Very Popular in China

For many people in China, the mobile Web is the Web. Not only do many homes in China not have (or need) landlines for voice communications, but also they don’t require hardwired Internet access for their fix of the Web.

With mobile phones, everything they need is in the palm of their hand.

The majority of consumers (54 percent) use their devices for applications including email, gaming and music, while 36 percent used their phones for text, SMS and voice only. Another 10 percent said they used their phones for calls only.

Mobile consumers in China also have surpassed their American counterparts when it comes to using the devices to access the Internet.

About 38 percent of Chinese mobile subscribers access the Internet from their mobiles, compared to 27 percent of American mobile subscribers. That is not so surprising since many Chinese consumers only access the Internet from their mobiles.

Android Making a Breakout Move?


Android devices collectively have done something significant in the smartphone market. Since March 2010, Research in Motion market share has dropped and Android share has exploded.

As RIM supports a family of devices, sold across carriers, as does Android, the comparison is instructive.

Whatever else the results may be, they indicate a fairly-dramatic shift in end user demand from QWERTY keyboards and email centric behavior to touch screens and web activity.

Thursday, August 5, 2010

Android Pays For Itself in Additional Search Revenue

Android is helping Google drive more than enough incremental search revenue to pay for its development, and then some, Google CEO Eric Schmidt says.

“Trust me that revenue is large enough to pay for all of the Android activities and a whole bunch more," says Schmidt.

Five Ways Android Will Defeat iPhone and BlackBerry - PCWorld Business Center

You don't have to agree that Android will gain the lion's share of enterprise market share, compared to devices produced by Apple or Research in Motion to agree that Android will, over time, get more popular in the enterprise.

Android 2.2 (Froyo), for example, syncs with Microsoft Exchange and has new security features, such as remote wipe for administrators, lock-screen timeouts, and minimum password settings, that will put enterprise critics of previous Android handsets at ease.

While not everyone will love the Android platform, it will soon become the country's mobile OS of choice, some argue. That might even extend to enterprises, some might argue.

52% of Clearwire Customers Live Where Clearwire Has No Service

One way of describing the impact the HTC Evo has had is to look at Clearwire net additions in the second quarter of 2010.

As of June 30, 2010, 52 percent of the company's wholesale subscribers resided outside of Clearwire's currently launched markets, Clearwire says. That's the impact of revenues paid by Sprint Nextel HTC Evo users who live in areas where all they can get is 3G network access.

That's some trick!

Clearwire ended the second quarter with 1.7 million total subscribers consisting of 940,000 retail subscribers and 752,000 wholesale subscribers.

During the second quarter, Clearwire added 722,000 total net new subscribers including 127,000 retail additions and 595,000 wholesale additions.

FCC Hits Wall With Private Net Neutrality Talks

The direct talks between Google and Verizon would seem to take on a new importance now that the Federal Communications Commission has hit a wall in its efforts to get the major stakeholders to agree on the outlines of a net neutrality solution. The formal end of the private stakeholder meetings, which have been said to have been unable to move forward on any of the key issues, now have been formally ended.

That means any agreement Google and Verizon can reach, even though it is a voluntary set of agreements, assumes greater importance as a way of crafting a compromise agreement potentially able to garner wider support, and avoid a nasty, litigious process that will slow, not expedite, faster innovation and investment in broadband access facilities.

If the talks have failed to reach consensus. it likely is at least in part because some stakeholders will not budge on re-regulation of broadband access as a common carrier service.

Net neutrality supporters say the only option they want is the Commission classifying ISPs as common carriers based on Title II of the Communications Act." That is pretty much a deal breaker for ISPs, both telco and cable, so it is obvious why the talks got no serious traction.

At Alphabet, AI Correlates with Higher Revenue

Though many of the revenue-lifting impacts of artificial intelligence arguably are indirect, as AI fuels the performance of products using ...