Wednesday, February 13, 2008

Android, iPhone: Finding the New in the Old



Sometimes the insight that leads to an assault on a new market is to discover the new market hidden in the weeds of an older and established market. Incumbents in the mobile phone market have dismissed the Apple iPhone simply because the volumes of devices shipped by the leading players is so overwhelming.

Though it is less often said, the same sort of dismissal could be aimed at Android, the open-source operating system under development by Google and 30 or so other partners.

And it's hard to argue with that perspective. Unless you dig in the weeds and reimagine a market. If one looks at smart phone (perhaps more aptly described as mobile PC or mobile Web device)penetration, it is still quite low.

Looking just at smart phones, which have low penetration, the market volume to be shared by all players is still quite small, so the market share doesn't have nearly the same meaning it would in a large volume market.

"Smart phones" or "mobile Web" devices or "conference in a pocket phones" or "email in a pocket" phones remain a developing market, not a saturated market. So new players still have a shot of ultimately achieving significant influence and share, no matter how small their efforts might appear if the market is defined as "mobile phones."

Hughes de la Vergne, Gartner analyst, estimates that even powerful Symbian has just two to three percent share of the U.S. smart phone operating system market, for example.

But that's just the U.S. market. The numbers certainly look daunting just about everywhere else.

Tuesday, February 12, 2008

SMEs Ripe for IP Managed Services, Says Nortel

Fifty percent of SMBs surveyed have voice networks three or more years old, and despite the fact that nearly half characterize themselves as "early adopters" or "on the leading edge of new telecommunications technology," only 40 percent have actually implemented VoIP or any IP-based mobile convergence solution.

"The research clearly indicates a great opportunity for service providers to target SMEs," says Alf deCardenas, Nortel general manager.

The research conducted by Ronin Corporation involved surveys of some 900 SME and enterprise decision makers across the United States, France and the United Kingdom.

Among other findings, the research found that SMEs are more likely to go to service providers than resellers for voice hardware and Internet services. The ability to make phone calls over WiFi and cellular networks using a dual-mode phone is the service SMBs are most likely to consider for implementation, followed by Web services like click-to-connect and converged desktop applications that allow them to easily control calls from any cellular phone using a laptop application.

Slow Email? BlackBerry Outage

Research In Motion Ltd. says an outage left users in North America without access to their BlackBerry email service on Monday, beginning about 3:30 p.m. Eastern Standard time and lasting about three hours.

RIM says no messages were lost during the incident, which caused intermittent delivery delays. No explanation for the outage has been given.

Outages of this sort are the reason many of us are giving more thought to backup and redundancy strategies. On a recent business trip, for the first time in my life, I accidentally left my laptop at home, and was going to be gone for 14 days. True, I had the BlackBerry and another mobile as well.

But in my line of work access to the Web is arguably more important than either of those two sorts of devices, as important as they are. Because of Google Documents & Spreadsheets and Google Broswer Sync, I was able to keep working using public terminals and loaned machines, with access to Microsoft Office.

I also learned to live without access to Outlook for a bit. The BlackBerry helped, of course. The lasting change so far is that I have kept using Google Documents more than I have in the past. That's why sampling is so important. Behavior can change.

HD DVD War is Over

Consumers baffled by the competing high-definition digital video recorder standards soon will be able to go ahead and buy without concern they have backed the wrong horse in the race. Blu-ray has won.

One more sign: Netflix is going to stop carrying titles in the HD DVD format.
Netflix has stocked both Blu Ray and HD DVD titles since 2006. But all HD DVD discs will be cut from their inventory by the end of the year. Netflix also has stopped adding new HD DVD titles to its inventory.

Blockbuster last summer had made a similar decision.

The format victory is a surprisingly rare event for Sony, which developed and has pushed for Blu-ray. In prior format wars it has lost, fairly consistently. It backed Betamax, but lost to VHS.

So go ahead and buy a Blu-ray HD DVR. It's the winner.

Belgian Mobile Operator Wants to Kill Fixed Line

Belgian mobile operator Mobistar is intensifying its efforts to take market share from landline provider Belgacom by aggressively targeting its larger rival's fixed line subscribers. The Mobistar AtHome product allows users 40 hours of mobile calls from the home for 10 Euros a month.

About 35 percent of Belgian households no longer possess a fixed line telephone and another 28 percent are prepared to give theirs up if there is a good alternative, some researchers have found.

Monday, February 11, 2008

LA Will Try to Tax VoIP

Los Angeles voters have voted to extend the telephone tax to include VoIP and other Internet IP communications.

The measure was cleverly worded, saying it would lower the telephone tax rate from 10 percent to nine percent, but extend it to "a wider range of telephone-like technology and allows the city to tax the routing of voice, audio, video, data or other communication information transmitted through fiber-optic coaxial cables, power lines, broadband, DSL or wireless systems.”

The city has been taxing local access services since 1967. Further legal challenges are likely.

What does "Communications-Enabled Business Transformation" Mean?

A recent survey by analysts at In-Stat finds that 54 percent of U.S. companies that have adopted IP communications have integrated it into their operations in a way that has "changed business procedures and processes."

"Change," in this case, might not be anything like the notion of "transformation." The reason is that adoption still is driven by traditional buying decision triggers, such as equipment end-of-life, lack of capacity, business partnerships, and internal IT initiatives, In-Stat says.

The issue is whether adoption of unified communications necessarily entails "transformation" or whether it merely leads to "change," albeit changes that lead to more efficiency.

And some survey findings suggest there is less transformation going on than one would think, though efficiency arguably is higher. Less than 33 percent of businesses using IP communications currently use unified collaboration and unified messaging applications, In-Stat says.


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