Wednesday, April 23, 2008

Qwest Readies 20 Mbps Access Service

Qwest appears to be very close to launching a 20 Mbps downstream, 896 kbps upstream access service called Qwest Connect Platinum, available on a "naked" basis without the requirement for buying a voice line at the same time, and costing $109.99 a month.

The consumer portal now seems to be working just fine, so enter your street address or phone number, if you use landline service and are a Qwest customer, to find out what sorts of speeds really are available at your location. In my case, for example, my connection back to the central office appears to be long enough as to preclude getting 20 Mbps. About 5 Mbps is all Qwest actually can deliver to my location in Denver.

And Qwest does not seem to among those service providers who want to "throttle" use of bandwidth, as the Qwest Web site emphasizes using the service for "watching full-length movies online, multi-player Internet games, multitasking with multiple Internet applications and networking computers.

Signing a two-year contract locks in that price "for life."

Tuesday, April 22, 2008

It's Still All About Wireless and Wireline...

Despite gaining 148,000 net new U-verse TV customers in the most-recent quarter, and total net video connections of 264,000, including DirecTV and Dish Network accounts. Broadband access revenues were up 13.2 percent year over year.

Total high-speed Internet connections, which include DSL and satellite broadband services, increased by 491,000, and AT&T ended the quarter with 14.6 million broadband connections, up 13.9 percent over the year-earlier period.

However, AT&T’s wireline disconnect rate for the quarter of 10 percent, compared to 9.4 percent probably is the highest in that company's history.

Broadband someday will represent a bigger percentage of total revenue. But right now, the only services that can really "move the needle" for a company this large is wireless and wireline voice accounts.

AT&T: Different Quarter, Same Story

Once again, wireless drove performance during AT&T's most recent quarter. Revenue grew a healthy 22 percent in the first quarter, but wireline voice service revenue fell 7.1 percent to $9.7 billion, while wireless revenue increased 17.1 percent to $10.6 billion. Data revenue grew six percent to $6.2 billion. Slower data growth will be a problem if wireless does not continue its upward climb.

IP-Based Surveillance Market: Take a Look

The market for IP-based video surveillance equipment grew about 50 percent in 2007, say researchers at MultiMedia Intelligence. It's a new market, so equipment sales will not knock your socks off: $500 million worldwide. But that's a comparative growth rate 400 percent higher than for traditional cameras and other gear to support video surveillance. And IP gear tends to be smaller and cheaper, so more equipment is bought, even at lower aggregate sales volumes.

The important thing to note is that many of those cameras are connected to live monitoring centers. That's another IP trunking revenue stream.


Also, keep in mind that high-defintion plasma displays are starting to show up in more retail and professional settings than one has seen in the past. Video, in short, is starting to become an immersive medium, not confined to traditional TV screens. That's going to represent lots more opportunities for services, applications and gear.

All those screens have to be installed and configured, for example. That's going to increase the amount of work available to multimedia "home theater" installers, for example. And since some increasing number of those video screens are going to be networked, a new type of application for traditional value added resellers to support as well. That's not to mention video services and bandwidth sales.


Monday, April 21, 2008

Skype Revamps Unlimited Calling Plans

Jim Courtney at Skype Journal says Skype has revamped all of its Skype Pro plans by creating flat rate unlimited (fair use of 10,000 minutes a month) international calling plans covering landline numbers in 35 countries, plus mobile numbers in some countries.

Among the notable changes are the cheaper calling plans for users who call between the United States and Mexico, elimination of connection fees and greater plan simplicity.

The plans do not require a contract. Users can buy plans covering calling to Canada and the United States; Canada, the United States and Mexio; or 32 countries plus Canada, the United States and Mexico.

Users also can upgrade their plans on a temporary basis. All plans include voice mail.

For users in Canada and U.S. the three plans:cost $2.95, $5.95 and $9.95 a month. European user plans cost €2.95 per month for calls within a single country, unlimited calling within 20 European countries for €3.95 per month and unlimited calling to 35 countries for €8.95 a month.

Similar plans are available for users in Asia, Brazil and the rest of the world.

Sunday, April 20, 2008

Web TV Passes Legacy TV in Australia

Nielsen Online reports that, for the first time, Australians are spending more time online than they were watching TV. Nielsen Online says users are watching an average of 13.7 hours a week watching Internet TV compared with 13.3 hours of legacy TV.

Roy Morgan claims that the difference is because it used a representative cross-sample of the Australian population, including heavy, medium, light and non-Internet users, while the Nielsen data was based on an online panel that didn't cover all Australians.

UGC: No Business Model?

eMarketer projects that the number of US User-Generated Content creators will rise to 108 million in 2012, from 77 million in 2007.

But, despite the projected growth in the numbers of content creators, the monetization of user-generated media has not materialized, eMarketer suggests.

Retail models have not caught on, either, and advertisers are reluctant to attach their brands to content that is, by its nature, unpredictable, eMarketer says.

Well, what did you expect? Is there a business model, beyond connections, for email or chat or talking? People create because they can, and they want to. Service providers will make some money providing the ability to do so. There might be a bit of advertising for email or chat apps.

But for the most part, user-generated content will not generally lead to a business model for its creators. UGC is not really a "medium." It is communications. Some UGC will be monetized, just as some independent films wind up getting commercial success. It happens. But i won't be common.

Changes in Capex Intensity Matter More than Intensity Itself

Lots of industries are capital intensive, and one might argue such industries tend to be slower growing, such as carbon-based energy; utilit...