Wednesday, December 15, 2010
Smartphones and 3 Screens
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.
Tuesday, December 14, 2010
How Big is European Demand for Fiber-Based Access Services?
European consumers value reasonable prices and high bandwidth access services. The issue is that they seem to value affordable prices more than they do higher speeds.
At least that is the conclusion one might draw from a new survey of 13,764 European online users.
When asked about the most-important considerations when choosing a new Internet service provider, 87 percent indicated "price" was important.
(click on image for a larger view)
About 62 percent said the speed of the connection was important. Most other issues, ranging from technical support, installation fees and type of connection were cited by 31 percent to 35 percent of respondents.conducted by Forrester Research.
Telco fiber services might lag the headline speeds offered by cable. Ian Fogg, Forrester Research analyst, suggests that where cable might offer 100 Mbps, telcos might offer 40 Mbps to 60 Mbps.
The issue is whether the "speed gap" will matter much. One would think it would. But in other markets where very-fast services are available, at higher prices, consumers do not seem to be buying them in large numbers. "Fast enough at a lower price" seems to be the winning formula.
At least that is the conclusion one might draw from a new survey of 13,764 European online users.
When asked about the most-important considerations when choosing a new Internet service provider, 87 percent indicated "price" was important.
(click on image for a larger view)
About 62 percent said the speed of the connection was important. Most other issues, ranging from technical support, installation fees and type of connection were cited by 31 percent to 35 percent of respondents.conducted by Forrester Research.
Telco fiber services might lag the headline speeds offered by cable. Ian Fogg, Forrester Research analyst, suggests that where cable might offer 100 Mbps, telcos might offer 40 Mbps to 60 Mbps.
The issue is whether the "speed gap" will matter much. One would think it would. But in other markets where very-fast services are available, at higher prices, consumers do not seem to be buying them in large numbers. "Fast enough at a lower price" seems to be the winning formula.
Labels:
100 Mbps,
broadband,
Forrester Research
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.
Nook Color will get Froyo update, become a "real tablet"
Barnes & Noble plans to introduce an Android-powered color e-reader, the Nook Color. The device will have an seven-inch screen, as did the earlier device running Android 2.1.
The Android 2.2 update for the device which should give users access to the Android Marketplace as well as a more typical home screen, potentially making it one of the cheapest Android tablets on the market.
If the device retails for about $250, it would undercut pricing of somewhat similar devices such as the Samsung Galaxy Tab.
If you had any doubt that parts of the e-reader market would overlap with the tablet PC market, this move should eliminate those doubts.
Labels:
Android 2.2,
Nook,
Samsung Galaxy,
tablet
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.
Comcast Tests New Service That Combines Internet, TV
Comcast Corp. is testing a new service that combines linear television and some Internet content. The new set-top device combines digital video recorder functions with the ability to watch some web-delivered video and search for programs.
(click on image for larger view)
But it isn't just the ability to protect themselves from Netflix, Apple TV and other competitors. Typical cable set-top boxes are a bit underpowered in terms of supporting elegant user interfaces.
Edward Rogers, deputy chairman and controlling shareholder of Rogers Communications also pointed out that set-top evolution in the cable industry has not kept pace with other developments in consumer electronics. "We realize that the evolution of these boxes has been a little slower than what we need," Rogers said.
(click on image for larger view)
But it isn't just the ability to protect themselves from Netflix, Apple TV and other competitors. Typical cable set-top boxes are a bit underpowered in terms of supporting elegant user interfaces.
Time Warner Cable CEO Glenn Britt admits that over-the-top services have better user interfaces.
"I would not sit up here and say our user interface is really good," Britt said recently. "It's not as good as theirs."
Edward Rogers, deputy chairman and controlling shareholder of Rogers Communications also pointed out that set-top evolution in the cable industry has not kept pace with other developments in consumer electronics. "We realize that the evolution of these boxes has been a little slower than what we need," Rogers said.
Comcast Tests New Service That Combines Internet, TV - WSJ.com (subscription required)
Labels:
comcast,
Netflix,
online video
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.
Will The Internet Displace TV?
Turner Broadcasting's Jack Wakshlag cites numbers saying the average American watches 32 hours of television a week while spending only 20 minutes on the web.
Meanwhile, Hulu CEO Jason Kilar has this opposing view. "If you talk to most human beings, they'll give up food and shelter before they'll give up their high-speed Internet connection," he says.
Labels:
Hulu,
Internet TV,
Turner Broadcasting
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 Launches Personalized Voice Search
Google Voice Search now enables personalized voice recognition. If you opt into personalized recognition, Google will begin to associate the recordings of the words with a user's Google account. Google then automatically will use these words to build a speech model specifically for a particular user. This speech model enables Google to deliver greater recognition accuracy. Although subtle, accuracy improvements begin fairly quickly and will build over time.
The first time a user accesses Voice Search, that user will be presented with a dialog to turn on personalized recognition. Users can enable or disable personalized recognition at any time.
The personalized recognition functionality is currently available for English in the United States.
To enable it, a user must have Android 2.2 or higher, and download the latest version of the Voice Search app from Android Market.
The first time a user accesses Voice Search, that user will be presented with a dialog to turn on personalized recognition. Users can enable or disable personalized recognition at any time.
The personalized recognition functionality is currently available for English in the United States.
To enable it, a user must have Android 2.2 or higher, and download the latest version of the Voice Search app from Android Market.
Labels:
Google,
voice search
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.
Will Financial Industry Need Underwater Data Centers?
Recent advances in high-frequency financial trading have made light propagation delays between geographically separated exchanges relevant,” write MIT professors Alexander Wissner-Gross and Cameron Freer.
The MIT researchers have done detailed calculations about where trading networks can locate data center infrastructure to capture additional microseconds. They first mapped out the locations of major global exchanges, and then charted the optimal placement of servers to create “chains” that could accelerate the transmission of pricing data and execution of trades. Many of the locations are under oceans.
The MIT researchers have done detailed calculations about where trading networks can locate data center infrastructure to capture additional microseconds. They first mapped out the locations of major global exchanges, and then charted the optimal placement of servers to create “chains” that could accelerate the transmission of pricing data and execution of trades. Many of the locations are under oceans.
Labels:
low latency
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.
Verizon Wireless to Sell iPhone: Only Issue is How Many
Among the longest-running "dramas" in the mobile business has been the question of when the Apple iPhone would be for sale by a second U.S. mobile provider. The betting generally has been that it would be Verizon Wireless. Here's a discussion of the potential differences, based in part on the different air interfaces and networks AT&T and Verizon Wireless operate.
Labels:
att,
iPhone,
Verizon Wireless
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.
Dish Wants to Buy a CLEC
Dish Network wants to acquire a competitive local exchange carrier, Liberty-Bell Telecom, that would give Dish the ability to bundle telephone service in 10 states, the Denver Post reports.
Liberty-Bell serves 6,000 residential and 4,000 business customers in Colorado, New Mexico and Utah. More important though, is that it is licensed to offer services in 10 states and has applications pending in four other states.
Liberty-Bell serves 6,000 residential and 4,000 business customers in Colorado, New Mexico and Utah. More important though, is that it is licensed to offer services in 10 states and has applications pending in four other states.
The historic take on the satellite TV providers has been that they might suffer as telcos and cable companies offered triple-play services. But Dish Network and DirecTV appear to be taking clear moves to alleviate that concern, in part. Dish would have to file applications in other states and acquire business rights to common carrier voice services in those additional areas to offer voice services on a wider basis.
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.
No Current Plans to Acquire Clearwire, Sprint Says
Sprint has no current plans to acquire the rest of Clearwire, the company says. The statement, and other actions recently taken by Clearwire's owners, seem aimed at reassuring Sprint investors that the company would not be affected by any Clearwire default on its debt obligations.
The company does have the right to acquire more "exchangeable notes" in Clearwire, an option exercisable up to Jan. 2, 2011, that could be converted into more Clearwire shares.
But Sprint says "no decision on whether to exercise its preemptive rights has been made."
But Sprint says "no decision on whether to exercise its preemptive rights has been made."
Sprint says it continues to hold discussions with Clearwire regarding further investment in the company but "has no plans at present to acquire Clearwire."
Sprint also said that the shareholder's agreement has been amended to permit Sprint, at any time, to unilaterally surrender voting securities to reduce its voting security percentage below 50 percent. That's important because some observers have worried that Sprint could be affected by any potential financial default on Clearwire's part.
Sprint also said that the shareholder's agreement has been amended to permit Sprint, at any time, to unilaterally surrender voting securities to reduce its voting security percentage below 50 percent. That's important because some observers have worried that Sprint could be affected by any potential financial default on Clearwire's part.
Sprint now has additional flexibility to avoid any risk that Sprint incurs a default under its debt agreements because of its voting interest in Clearwire. Any reduction would only affect Sprint’s voting shares in Clearwire. Sprint’s economic interest in Clearwire would not be affected.
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 Voice for the iPad & iPod Touch
Google Voice now is available for the iPod Touch and iPad, Google says. Users can download a new version of Google Voice that lets them use all the features of the app on these devices, such as sending and receiving free text messages, with the exception of direct mobile calls.
While users can’t use their iPods or iPads as phones, they can use it to initiate Google Voice calls with your phones, as would be the case for many other Google Voice use cases, as when Google Voice is used to create a call session between two actual phones, with Google Voice as the set-up intermediary.
While users can’t use their iPods or iPads as phones, they can use it to initiate Google Voice calls with your phones, as would be the case for many other Google Voice use cases, as when Google Voice is used to create a call session between two actual phones, with Google Voice as the set-up intermediary.
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.
Where is Innovation in the Telco Space?
Dave Michels asks Craig Walker, Google Entrepreneur in Residence where the innovation is now at telecom companies, either established or startups.
"Tough question," Walker says. "I think there's a lot of innovation on the mobile side with regards to the network, devices and applications."
"As for telephony services and features themselves though, most of the innovation seems to continue to come from the non-traditional providers like Google, Digium" and others.
In part, that is partly because most of the newer ways of providing voice services using fixed lines have something to do with web-based feature integration. Mobility, on the other hand, has the advantage of faster introduction and replacement of multi-function devices, more on-board processing and memory, video and multimedia features that are difficult to replicate on the wired networks.
That same sort of difference also occurs even on the fixed network. If you were trying to create something new, would you design for a PC with web browser and broadband Internet access, or a telephone? Pretty much the same sort of decision making might inform an entrepreneur's decisions about distribution channels as well.
Would you rather create an application that can be served up from any web browser, or an app that requires telco permission to offer or sell?
Also, there is the sheer matter of opportunity. As big and important a business as voice communications is, would you rather develop apps that create new businesses and markets, or take some part of what already exists?
In other words, creativity increasingly is deployed elsewhere for all sorts of good reasons.
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.
U.S. Army May Make Smartphones Standard Issue
The U.S. Army wants to issue every soldier a smartphone, both for training and in-the-field operations. According to the Army Times, approved devices might include iPhone or Android devices, and it is possible each soldier will have a choice of preferred device.
The Army also is looking at paying some portion of monthly phone bills for the troops.
Lt. Gen. Michael Vane, director of the Army Capabilities Integration Center said the Army would issue these smart phones just like any other piece of equipment a soldier receives.
The Army also is looking at paying some portion of monthly phone bills for the troops.
Lt. Gen. Michael Vane, director of the Army Capabilities Integration Center said the Army would issue these smart phones just like any other piece of equipment a soldier receives.
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.
Do Consumer Electronics Trends Tell Us Anything About Content Consumption?
Best Buy has reported "difficult" third-quarter earnings. Best Buy Co. reported a 4.4 percent drop in fiscal-third-quarter profit on weak sales trends on Dec. 14, 2010.
The company also reduced its per-share profit forecast for the year to $3.20 to $3.40, below the level it had seen before raising the view to $3.55 to $3.70 in September.
The company also reduced its per-share profit forecast for the year to $3.20 to $3.40, below the level it had seen before raising the view to $3.55 to $3.70 in September.
Market share shifts might explain some of the activity. Maybe it explains nearly all of the weakness. The company said it was facing market share pressure, and one would have to think Wal-Mart and Amazon are factors.
But broader industry data on retail sales for November 2010 suggests electronics are not selling as well as other categories, which might seem curious in light of strong demand for tablet PCs, e-readers and smartphones. Electronics sales in November were were up 0.9 percent from November of last year, while total retail sales were up 7.7 percent from last year. Sporting goods were up 12.3 percent from last year. Clothing was up 7.5 percent. Food and beverage sales were up 3.2 percent.
By way of example, more people choosing to watch movies on their tablets or PCs or smartphones might mean less demand for big-screen TV displays. Online delivery might be cutting into demand for Blu-Ray players.
But broader industry data on retail sales for November 2010 suggests electronics are not selling as well as other categories, which might seem curious in light of strong demand for tablet PCs, e-readers and smartphones. Electronics sales in November were were up 0.9 percent from November of last year, while total retail sales were up 7.7 percent from last year. Sporting goods were up 12.3 percent from last year. Clothing was up 7.5 percent. Food and beverage sales were up 3.2 percent.
One has to wonder if the sales weakness, notwithstanding strength in tablet PCs and smartphones, suggests something about changing consumer demand for products that support some content consumption modes. Some think the newer devices are enabling consumer use of "non-traditional" content applications and services.
By way of example, more people choosing to watch movies on their tablets or PCs or smartphones might mean less demand for big-screen TV displays. Online delivery might be cutting into demand for Blu-Ray players.
http://online.wsj.com/article/SB10001424052748704694004576019272298673158.html (subscription required)
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.
Facebook World
This visual shows ten million pairs of Facebook friend relationships. As is the case for many other sets of data, the visual also shows that activity occurs where people live.
Some will interpret the data as evidence of the borderless world of Facebook. Aside from that observation, the data also reflect that fact that people do things, make things and consume things where they live.
This visual also is evidence of where network-connected people live, not just where they communicate with, and are conntected to, "friends."
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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