Wednesday, September 22, 2010

RIM Tablet Coming Next Week?

BlackBerry maker Research In Motion Ltd. could unveil its new tablet computer next week, the Wall Street Journal reports.

The tablet, which some inside RIM are calling the BlackPad, is scheduled for release in the fourth quarter of this year. It will feature a seven-inch touch screen and one or two built-in cameras.

It will have Bluetooth and broadband connections but will only be able to connect to cellular networks through a BlackBerry smartphone. The tablet apparently won't be sold with a cellular service included.

Sprint Has No Plans to End Unlimited Plans

Sprint Nextel CEO Dan Hesse said the carrier doesn't have plans to implement tiered pricing for mobile data--but he didn't rule out such a move at some point in the future.

'We are watching very closely,' Hesse said. "Clearly, I'm not ruling out metered."

On the other hand, he said, customers value simplicity. Put another way, they value predictability, and an unlimited plan provides protection from overage charges.

Blockbuster Declares Bankruptcy

Call it a commentary on the retail rental model, changes in end user preferences or simply the rise of online and other forms of distribution, but Blockbuster, to almost nobody's surprise, has declared bankruptcy.

Tuesday, September 21, 2010

Best Buy CEO Now Says Tablet Sales are Incremental to PCs

Brian J. Dunn, CEO, Best Buy Co. is "walking back" a comment reported by the Wall Street Journal, where Dunn said Apple's iPad might have cannibalized as much as 50 percent of Best Buy's PC sales over the last quarter.

Later, Dunn appeared to want to soften the reported remarks. "We see some shifts in consumption patterns, with tablet sales being an incremental opportunity," Dunn now says.

We might not know whether the latter statement, or the first statement, is closer to the truth until the round of quarterly reports.

At&t could lose 1.4 million iPhone subs to Verizon, if Verizon gets the device.

That might not be a disaster, but it is somewhere between 1.5and nearly twice the total number of net new subs Verizon gets in three months.

http://www.google.com/reader/i/?source=mog&gl=us#stream/user%2F05579064408535224496%2Fstate%2Fcom.google%2Freading-list

Apple's profits in mobile business are almost shocking

In a supposedly commodity business, Apple is anything but.

http://tech.fortune.cnn.com/2010/09/21/pie-chart-apples-outrageous-share-of-the-mobile-industrys-profits/

Google vs. Skype: Who Will Win the Internet Telephony Battle? And Does it Matter?

Maybe, maybe not, in a broader sense.

http://www.fool.com/investing/general/2010/09/17/google-vs-skype-who-will-win-the-internet-telephon.aspx

Media Business at a Gutenberg Moment?

The internet obviously disrupts many legacy businesses, print among them.

http://wallstcheatsheet.com/knowledge/interview-knowledge/exclusive-media-legend-larry-kramer-says-media-business-is-in-a-gutenberg-moment/?p=8087/

Will Apple Do to Publishing As It Did to Music?

Print content firms hope not. It isn't clear yet whether that is a rational hope.

http://www.emarketer.com/blog/index.php/talks-heat-ipad-digital-subscriptions/

1 in 5 Homeowners Underwater on Mortgage

I initially though the 2008 recession was just a garden variety downturn: not pleasant but not tragic. I apparently was quite wrong.

http://www.marketingcharts.com/direct/1-in-5-homeowners-underwater-on-mortgage-14264/?utm_campaign=rssfeed&utm_source=mc&utm_medium=textlink

Online branding is more complicated than offline

paid, earned and other approaches require more planning in an online context.

http://www.emarketer.com/mobile/article_m.aspx?R=1007936

Google Transparency Report: Government Blocking

Actual blocking of Google content is more widespread than you might think, a new analysis by Google suggests. The "open" Internet now is "closed" in more ways than you might think.

Analyst: Few Would Leave AT&T for a Verizon iPhone

According to Credit Suisse analyst Jonathan Chaplin, AT&T doesn't need to worry so much about the long-rumored, but yet-to-launch Verizon iPhone.

Based on survey data, he found that only 23 percent of AT&T iPhone users would switch to Verizon, and, perhaps more shockingly, 51 percent of subscribers reported satisfaction with AT&T's service.

You can make your own assessments of whether losing 23 percent of its iPhone customers is a big deal or not.

Monday, September 20, 2010

Stagnation, Double Dip, New Recession? Things Just Aren't Getting Better



In strict terms, the recession ended in mid 2009. In practical terms, you might argue it has ended with stagnation, the recovery remaining anemic.

It might not matter much whether there is a "double dip" recession, or just another recession, or simply continued stagnation.

Rumored Specs for HTC Tablet

Though HTC has not formally announced any plans for an Android tablet, there are rumors a device of that type might be available as soon as early 2011.

Now Digitimes — the source of the original rumor — has their sources inside of Taiwanese device manufacturer Pegatron Technology saying the specs for the device are set.

The HTC tablet will feature the NVIDIA Tegra 2 chipset, a 1280 by 720 resolution touchscreen, 2 GBytes of RAM and 32GB SSD, WiFi, Bluetooth, and GPS.

An estimated price based on build cost suggests a device costing about $790.

On the Use and Misuse of Principles, Theorems and Concepts

When financial commentators compile lists of "potential black swans," they misunderstand the concept. As explained by Taleb Nasim ...