Sunday, September 26, 2010
Bandwidth Caps Could Limit Netflix's Streaming Service in Canada
Netflix recently has launched "streaming only" service in Canada, and fixed-line provider bandwidth caps might be a key issue.
Some broadband packages offered by Rogers and others have a limit of as little as 2 GBytes a month, which would only allow for users to stream one Netflix movie a month.
Other providers offer 15 GByte and and 60 GByte caps, but one Netflix movie can take up between two and three gigabytes. so there is not much headroom.
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.
Short Interest In Telecom Shares Grows
Short sellers recently have increased their positions in a number of telecom stocks, presumably suggesting they believe the prices will drop.
The market has probably become concerned that drops in landline customers is no longer being made up for by growth in cellular subscriptions.
The market has probably become concerned that drops in landline customers is no longer being made up for by growth in cellular subscriptions.
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.
T-Mobile Text Blocking Raises Old Issues in New Way
T-Mobile USA has been sued by EZ Texting, a provider of marketing campaigns using text mesaging. because T-Mobile USA blocked one of EZ Texting's campaigns.
These sorts of questions have gotten more complicated as media have evolved, but there is a basic contradiction here, nonetheless. Is the right something that belongs to the speaker, or the listener? Courts have ruled both ways.
The issue is far more complicated than some seem to believe. On one hand, this is pitched as an infringement of "free speech" rights. On the other hand it is seen as within the purview of any ad network or content publisher to decide what it will run, and what it will not run.
In other words, it is a manifestation of an ancient debate: Does the right of political speech belong to the speaker or the listener?
Also, though communications is regulated on a "common carrier" basis, which implies no "right of free speech" for the carrier (no blocking, for example), a commercial text messaging campaign is the use of a common carrier capability for an advertising campaign.
Historically, content publishers and media have had the nearly absolute right to reject any discrete bit of advertising, exercising their "free speech" rights.
These issues are not easily resolved. One might argue it is clear enough that the original intent of the U.S. Constitution was to preserve the right of free political speech for "speakers," not "listeners," originally for publishers of political tracts, pamphlets and the forerunners of newspapers.
More recently, the rules have shifted for electronic forms of communication, putting new emphasis on the "rights" of listeners or viewers. That's the foundation of all "local content" or "diversity" rules, for example.
But those interpretations conflict. Is the right of free speech primarily or necessarily for the speaker, or for the audience?
Secondarily, in this case, is texting a form of media, and therefore protected by free speech rights, when the use case is "advertising and marketing" rather than person-to-person communication of the common carrier type (private conversations and messaging)?
If the former, then T-Mobile has the right to reject an ad; if the latter, then all the messages must be delivered.
These sorts of questions have gotten more complicated as media have evolved, but there is a basic contradiction here, nonetheless. Is the right something that belongs to the speaker, or the listener? Courts have ruled both ways.
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's the Form Factor for the Mobile Phone of the Future?
As much as the Apple iPhone has changed the expectations users have about what a mobile device should look like, and how the interface should work, there are no end of ideas about where device form factors and user experience are headed.
Labels:
smart phone
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, September 25, 2010
One Point of View on Net Neutrality
It isn't a view I agree with, but Tim Wu is an articulate proponent of the argument in favor of net neutrality.
Labels:
net neutrality
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.
Stimulus didn't save the nation from depression
Economists now say the Great Recession ended in June of 2009, when the economy began growing again. And now people are arguing the the trillion dollar American Reinvestment and Recovery Act "saved" us from a worse outcome. Really?
The ARRA was passed in February 2009. The recession ended in June 2009. By the end of September 2009 (after the recession had ended), just $36.2 billion had actually been received, either by agencies that would disburse funds, or directly by individuals.
Do you really believe less than $36 billion in ARRA spending had any meaningful impact?
http://www.recovery.gov/Transparency/RecipientReportedData/Pages/QuarterlySum.aspx?qtr=2009Q3
Do you really believe less than $36 billion in ARRA spending had any meaningful impact?
http://www.recovery.gov/Transparency/RecipientReportedData/Pages/QuarterlySum.aspx?qtr=2009Q3
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.
A Scary Chart
There is something about this chart that should worry you. Note the length of the 1929 recession, about 44 months.
If you know your U.S. history, you know that the United States was in a "Great Depression" throughout the 1930s, getting out only sometime during World War II.
So the "official" recession last less than four years, though the Great Depression lasts up to a decade and a half.
Part of the reason is that there were two separate "recessions" during the Great Depression, if we can say something that sounds nonsensical.
Also, despite the moniker "roaring twenties," and the undeniable growth of that period, there were recessions in 1920, 1923, 1926 and 1929. Every three years, a reversal from growth to decline.
Given current worry about a double dip recession, and recent comments by the Federal Reserve suggesting it is worried about that happening, despite other "happy talk" about the low possibility of such an event, the 1920s and even 1950s record suggests one can say it is possible, perhaps even likely, there could be a growth reversal every three years, even in an otherwise robust economic climate.
If the last recession "ended" in June 2009, that might suggest another recession starting in June 2012 or so. Maybe its not strictly a "double dip," but two separate recessions. Americans won't care.
Nor does it provide any comfort to note there were "just" two recessions in the era we call the Great Depression. In other words, the formal definitions are one thing; the human experience quite another thing.
If you know your U.S. history, you know that the United States was in a "Great Depression" throughout the 1930s, getting out only sometime during World War II.
So the "official" recession last less than four years, though the Great Depression lasts up to a decade and a half.
Part of the reason is that there were two separate "recessions" during the Great Depression, if we can say something that sounds nonsensical.
Also, despite the moniker "roaring twenties," and the undeniable growth of that period, there were recessions in 1920, 1923, 1926 and 1929. Every three years, a reversal from growth to decline.
Given current worry about a double dip recession, and recent comments by the Federal Reserve suggesting it is worried about that happening, despite other "happy talk" about the low possibility of such an event, the 1920s and even 1950s record suggests one can say it is possible, perhaps even likely, there could be a growth reversal every three years, even in an otherwise robust economic climate.
If the last recession "ended" in June 2009, that might suggest another recession starting in June 2012 or so. Maybe its not strictly a "double dip," but two separate recessions. Americans won't care.
Nor does it provide any comfort to note there were "just" two recessions in the era we call the Great Depression. In other words, the formal definitions are one thing; the human experience quite another thing.
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, September 24, 2010
What If Verizon Never Gets the iPhone?
It could be a blessing in disguise.
http://news.yahoo.com/s/pcworld/20100924/tc_pcworld/whatifverizonnevergetstheiphone_1
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.
Adding voice to text
Some firms see an opportunity.
http://www.trendcentral.com/WebApps/App/SnapShots/Article.aspx?ArticleId=7963
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.
Microsoft mobile market share will triple within 2 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.
Cloud Startup Values Are Getting Insane
Sure signs of yet another bubble forming, most likely.
http://cloud.gigaom.com/2010/09/24/cloud-startup-values-are-getting-insane/
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.
Clearwire Open to T-Mobile Investment
Clearwire CEO Bill Morrow says Clearwire now is in talks with T-Mobile USA about a potential investment in Clearwire, a move with repercussions now only for Clearwire and T-Mobile USA, but also for Harbinger Capital, which is attempting to fund its "LightSquared" 4G mobile network, and has been hoping it could attract T-Mobile USA as an anchor customer, one might argue.
Morrow says Clearwire could raise money by selling off unneeded spectrum. However, Morrow said that the company's preference is to get an equity investment from a service provider that would rent space on its network at a preferred rate, similar to the deal Sprint Nextel has with Clearwire. Sprint holds a 54 percent stake in Clearwire.
Morrow says Clearwire could raise money by selling off unneeded spectrum. However, Morrow said that the company's preference is to get an equity investment from a service provider that would rent space on its network at a preferred rate, similar to the deal Sprint Nextel has with Clearwire. Sprint holds a 54 percent stake in Clearwire.
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.
Windstream's Gardner: Enhance focus on business, wireless backhaul and broadband services - FierceTelecom
Windstream Communications is no longer content to just be the local telephone company offering just plain old voice service, says Jeff Gardner, Windstream CEO and president.
That should surprise nobody. There now is universal agreement that the revenue model, which is different from the value model, will over time shift from voice to broadband, wireless and other types of services and revenue sources.
"We're transforming from a residential voice model to one that's much more focused on broadband and business, and the idea there is to get to a point where we can generate some top line revenue," says Gardner.
The perhaps new wrinkle is the new focus on business customers. That might originally have seemed a rather large task, given Windstream's largely rural and smaller market footprint. By definition, business customers are a smaller percentage of total customers in any smaller market than in a bigger "metro" market.
The new wrinkle is not so much that Windstream expects to have more success with business customers in its historic footprint, but that it now is acquiring out of territory assets that are focused on business customers.
At a larger level, an argument can be made that even tier one providers increasingly find they are doing better with business customers than consumers, in large part because cable and satellite companies are taking more market share in the consumer space.
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.
Bing is Still Google's Biggest Problem
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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.
Productivity Apps Generate 59% of App Store Revenue
News аnԁ entertainment smartphone apps аrе downloaded thе mοѕt, bυt productivity smartphone applications generate thе mοѕt revenue, analysts at In-Stat say.
Productivity applications such аѕ mapping, business аnԁ enterprise applications аnԁ phone tools аnԁ utilities generate 59 percent οf аƖƖ smartphone application revenue, according to In-Stat.
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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