China 4G Capex to Double in 2011

China’s investment in Long Term Evolution is set to double in 2011 as the country’s major telecom carriers move to upgrade services, according to new IHS iSuppli research.

Although capital expenditures in China for LTE now are at miniscule levels, spending by the carriers will rise rapidly during the years to come. Capital spending for LTE in 2011 is projected this year to reach $100 million, double the $50 million of 2010. It then will triple in size to $300 million next year, jump to $600 million the year after and hit $1.3 billion by 2014.



http://www.isuppli.com/China-Electronics-Supply-Chain/MarketWatch/Pages/China-Carriers-to-Double-4G-Capital-Expenditures-in-2011.aspx

28% of Mobile Users Have Scanned a QR Code

So is the Cover the Best Thing about iPad 2?

Viewsonic Tablet Runs both Android and Windows

Viewsonic’s ViewPad 10 is the first tablet to support Microsoft Inc.’s Windows 7 and Google’s Android 1.6 platforms, and it includes two USB ports.

DirecTV poised to launch premium video-on-demand as theater executives voice outrage [Updated] | Company Town | Los Angeles Times

DirecTV is in advanced talks to be Hollywood's first partner for early video-on-demand, The Los Angeles Times reports. DirecTV would likely be the first distributor to launch so-called premium VOD, through which consumers would pay about $30 to rent a movie using Internet delivery or cable 60 days after it opened in theaters and at least a month before it would become available on DVD.

DirecTV is looking to introduce its product by the end of June 2011 with movies from 20th Century Fox, Sony Pictures and Warner Bros. Walt Disney Pictures is also in talks to join the initiative, while Paramount Pictures and Universal Pictures are not expected to participate initially.

The experiment obviously rankles movie theater operators, as the expedited release window will be seen as devaluing theatrical exhibition. In the existing release window, new releases are not available for DVD window until about 90 to 120 days after the end of theatrical run. The new proposed window might have some films being released to the new premium VOD window as early as a month to six weeks after the end of theatrical exhibition.

It's pretty obvious why the studios are willing to take a chance on disrupting their current release window structure. DVD sales have been a huge revenue contributor over the last decade. But that revenue contribution is eroding. Annual DVD revenues are down 30 percent from their peak in 2004, according to Adams Media Research. See http://www.nytimes.com/2010/09/26/business/26steal.html.

DirecTV poised to launch premium video-on-demand as theater executives voice outrage [Updated] | Company Town | Los Angeles Times:

Tablets Cannibalizing PCs, Even if Steve Jobs Say an iPad "Isn't a PC"

"Normalizing Messages" is an Opportunity for Somebody

"In the future, my part of the cloud will get a message to a friend's part of the cloud by whichever method works best, and I will not even know which way it went," argues Wall Street Journal writer Matt Ridley.

"The distinction between a newspaper column and a blog will dissolve, as will the difference between a book and an e-book," he argues.

Such normalization of message formats is something mobile and fixed-line communications providers have had to do routinely in the past. The difference these days is that a robust normalization system would have to involve some serious cooperation between at least some leading carriers and some leading application providers.

Microchips Are Old Hat. Will Tweets Be Far Behind? | Mind & Matter - WSJ.com

Apple giving $100 refund to recent iPad buyers

Apple is offering $100 back to customers who purchased the iPad at its former price. Apple seems to be offering the $100 refund only to those who purchased the original model tablet within 14 days of the announcement of the iPad 2 on March 2, 2011. So a pretty close guess would make the cut-off date for refund eligibility February 16. Devices purchased before that date likely would not qualify.

The refund, which will be applied to a person's credit card, applies to all versions of the first-generation iPad.

Apple giving $100 refund on recent iPad purchases

Dwolla Spots Supports Mobile Payments at Retail Locations

Dwolla "Spots" enables mobile payments for goods and services at retail locations using their mobile devices. Dwolla charges a flat transaction fee of 25 cents per transaction.

To pay a brick-and-mortar merchant, a Dwolla user selects the Spots tab from within Dwolla's mobile application, finds the business on a location-based map, and enters the transaction amount. The funds are sent immediately to the merchant.

Groupon: The Accidental Success

If you ever have been part of a start-up, you know that a successful business model sometimes just emerges in a way that was unforeseen in the original business plan. In Groupon's case, the successful model was something of a "Hail Mary" pass to save an original vision, an online fund-raising service, from collapse.

Groupon originally was founded as "The Point," an online fund-raising service that used the "tipping point" concept (donations had to reach a specified level before any of the donations were accepted). That now is the foundation for the group buying concept as well: offers aren't triggered unless there is a minimum take rate.

Groupon: the billion-dollar that company turned down Google

"Deal A Day" a $4 Billion Market in 2015?

BIA/Kelsey projects "deal-a-day offers" will grow  from $873 million in 2010 to $3.9 billion in 2015, representing a 35.1 percent compound annual growth rate.

But the firm also says the "deal a day" market could grow to as much as $6.1 billion by 2015 (47.4 percent CAGR), while a very conservative outlook pegs the space at $2.1 billion (19.7 percent CAGR).  read more here.

Of course, right now the industry itself has not reached consensus on what the new industry should be called, or which other existing markets it is part of. Group discount offers might be considered part of the local advertising business, the e-commerce business, mobile or online advertising or location based services, for example.

Hyper-Local Also Can Mean Hyper-Small

A new study by Borrell Associates suggests that "visitor" traffic to hyper-local mobile sites could be over-reported by a factor of four-to-one, if one assumes that the purpose of such hyper-local advertising is to reach people actually in a local area.

The big attraction to “local” comes from the fact that local websites hold more value because their site visitors make the vast majority household purchases within a few miles of their homes. The new study suggests the unique visitor-to-actual-people ratio is nearly 4 to 1. Audiences are being overstated, and some of those visitors aren’t even local.

Borrell Associates, Inc | How Unique is Unique?

http://www.borrellassociates.com/wordpress/2011/02/18/about-that-report-on-web-traffc/

Facebook Boosts Esteem, Study Says

3.4 Million Net New Broadband Adds in 2010

Spectrum is Real Estate

When it comes to mobile Internet, physics and practical engineering and usability requirements limits us to frequencies between 300 MHz and 3700 MHz.

Less than 300 MHz and the antennas needed are too big to carry, and even 300 MHz might be too big for a mobile phone and might only work in a tablet device or notebook computer.

 Higher than 2.5 GHz and it gets more difficult to get the signal to propagate.

Beyond that, virtually all spectrum available in the United States already has been designated for particular applications and particular users. Re-allocating spectrum always is a messy, expensive process. Existing users must be convinced to move, and typically have to be paid off. And the Federal Communications Commission is looking at a huge swath of new spectrum for mobile, ranging from 300 megaHertz to 500 MHz. Keep in mind that most currently active mobile networks use 10 MHz to 20 MHz in each direction.

Aside from the costs of reallocating spectrum, there is the additional matter of the amount of capital new owners will have to consider spending. In the long term, lots of new spectrum might be made available. In the short term, spectrum suitable for mobile use will continue to be quite scarce, and therefore valuable.

That doesn't mean spectrum owners automatically "win" when placing big bets on acquiring spectrum. In fact, lots of entrepreneurs have lost hundreds of millions on failed spectrum-related ventures, and others have narrowly escaped failure. At other times, the new industries or applications the spectrum is supposed to support simply fail to develop.

The blocks of spectrum now used to support Sprint and Clearwire 4G networks once were set aside for non-profit educational broadcasting, for example, then envisioned as the foundation of a fixed wireless TV delivery business, and finally wound up being used for mobile communications.

The big issue at the moment is reallocation of TV broadcasters from spectrum bands originally used for analog TV broadcasting, so the spectrum can be used for mobile services. But that involves such a huge block of spectrum that protracted sparring is inevitable.