MID Movement Good for 4G

Asustek Computer will launch its Atom-based 8.9-inch Eee PC 901 in June 2008. Hewlett-Packard recently launched a Windows XP version of its Mini-Note 2133. Dell is said to be readying its own version of a mini-notebook. Given the popularity of Linux-based Eee devices, and the addition of XP-powered machines, a class of devices--"mobile Internet devices"--is being seeded into the market that are precisely the sort of new mobile-centric machines fourth-generation networks are poised to serve.

Chatter: Best Buy Buying Netflix?

It's just one of those rumors that pop up, possibly because an investment bank thinks it can drum up some business by convincing a company executive a deal makes sense. But there's chatter, says Henry Blodget, that Best Buy is looking at buying Netflix. Some investors think there might be fire where there's smoke, and pushed share of Netflix up six percent on higher volume May 16, 2008.

Given that Blockbuster is being persued by Circuit City, what gives? The logic behind each transaction is that a tighter integration of software and hardware is good for both businesses. Sony, with a mixed track record, used precisely that logic to get into the studio business. And Apple uses a similar approach for iTunes.

The issue, perhaps, is whether there is enough ability to integrate on-demand video and DVD rentals and sales with the rest of the consumer electronics retail business. That might be hard to envision.

Still, each retailer, like Wal-Mart and Target, already is in the video content sales business. Software drives hardware purchases; and hardware purchases create the demand for software sales.

But mergers, in either combination, might not be the most-efficient way to create additional value. Either Blockbuster or Circuit City could sell subscriptions, provide kiosk support or otherwise heighten its software profile without actually buying a partner.

Still, the rumor does point out the increasing retail involvement in on-demand, time-shifted video. VCRs, DVDs, iTunes players and video-compatible mobile devices all are ways consumers "watch what they want, when they want it."

And since major mass market retailers are customer touchpoints for the hardware and software sides of those experiences, move movement, if not these particular deals, will occur.

Summer 2008 Voice Peering Forum Commercial

The next meeting is in San Francisco, June 23-24 at the Hotel Nikko. It will feature the most-extensive speaker line-up ever and will feature the biggest attendance ever

“From a bottom line business perspective, Voice Peering Forum Winter 2007 was hands down the most productive conference I attended last year." said Patrick Murphy, COO, The Thomas Howe Company, a leading professional services firm focusing on voice mashups and communications enabled business processes, and is widely recognized as one of the most influential firms in VoIP.

"The voice over IP market is booming, the Voice Peering Forums provide us with a great opportunity to discuss the different topics with a right set of players in a good size and focused environment." commented Carlos Da Silva, Director of Marketing Americas, Orange international wholesale solutions.

IPTV: Why Verizon is in No Hurry

For many telcos, IPTV makes sense as a delivery platform or transmission mechanism as much as anything else. Sure, IPTV offers more "hooks" to advanced services integrated with content. But the revenue battle now is over linear TV services that compete with cable and satellite-delivered fare, and that means the choice of "switched" IPTV, instead of a broadband digital delivery method (all linear channels delivered digitally) isn't perhaps as critical.

For Verizon, which has been its video using a method that is closer to cable TV than anything else, linear offerings seem to be fine for the moment. That's where the money is.

Even operators that have chosen an IPTV solution for its bandwidth efficiency still are making their money on the linear video service, not the new features.

Clearwire "Time to Cash Flow" Issues

Some observers continue to worry about Clearwire's prospects from a financial, rather than operational standpoint. At the very least, there remains an underfunded business plan. Clearwire says it is $2 billion or so. Assume Clearwire is correct. That money still remains to be raised.

On the operational front, early 60 percent of domestic markets are EBITDA positive. Of course, any veteran of the competitive communications business will understand what that means and doesn't mean.

It doesn't mean Clearwire is making a profit in those markets. New national networks, even of the more-affordable wireless sort, are hugely expensive. Cash flow is important, though, and a reasonable measure of progress.

The issue is that nobody builds a new broadband network these days expecting to survive offering a single service, no matter how compelling. Multi-service bundles are the necessary requirement when penetration levels are expected to be modest, so VoIP is getting more attention these days over at Clearwire.

The issue will be whether Clearwire can garner enough revenue operating essentially as a "3G with voice" operation or "broadband with VoIP" business until the next wave of applications and devices start to get traction.

Some of that Clearwire can influence, but not all. If I had to guess, I'd bet that robust wholesale services ultimately will make the difference.

LTE for Alltel

Scott T. Ford, Alltel CEO, says the company, which currently runs a wireless network based on CDMA, will migrate to Long Term Evolution when it builds a fourth-generation network. Not that it is in any rush to do so. But
Alltel seems to be in step with its mobile service provider compatriots globally.

LTE seems to be shaping up as the first global wireless standard, a development that should help considerably in terms of scale, and what that means for the cost of devices.

WiMAX is growing as well, but does not currently seem to be poised for the scale that LTE is poised to garner.

Plaxo Questions After Comcast Buy?

Some 349 users have voted on ReadWriteWeb about whether they will keep using Plaxo, now that Comcast has acquired the company. About 32 percent seem to think this is a bad idea, and say they will delete their accounts "right now."

Some 21 percent say they don't see an issue, and will keep using Plaxo. Another 21 percent indicate they will wait and see. About a quarter don't use Plaxo, and have no plans to do so.

Apparently there is some feeling that the service will not be the same as Comcast starts to harness Plaxo's address book and content recommendation services for internal use. That's a possibility, to be sure.

Comcast has definite ideas about social elements and recommendation engines as primary tools to allow people to find new things to watch, and Comcast is heavily invested in getting its customers to watch on-demand content.

On the other hand, Comcast has a long history of investing in media properties that succeed only by appealing to buyers outside the Comcast orbit. To the extent that the independent Plaxo service has value, Comcast will not want to destroy that value.

The bigger question might be whether, given those intentions, Comcast can succeed in harnessing Plaxo's address book and social mechanisms without at the same time harming Plaxo's value for independent users.