Monday, June 16, 2008

AP Screws Up

AP seems not to get it. Michael Arrington at TechCrunch is so incensed about what many of us consider dumb policies that TechCrunch now refuses to link to or even quote Associated Press.

AP apparently hassled the Drudge Report (also not a smart move) for linking to their stories along with short quotations via reader submissions.

Drudge Retort is doing nothing different than what Digg, TechMeme, Mixx and dozens of other sites do.

AP does not want people quoting their stories, despite the fact that such activity very clearly falls within the fair use exception to copyright law. They claim that the activity is an infringement.

A.P. vice president Jim Kennedy says they will issue guidelines telling bloggers what is acceptable and what isn’t, over and above what the law says is acceptable. They will “attempt to define clear standards as to how much of its articles and broadcasts bloggers and Web sites can excerpt without infringing on The A.P.’s copyright.”

Those that disregard the guidelines risk being sued by the A.P., despite the fact that such use may fall under the concept of fair use.

It's just a bad move by an organization that seems not to understand how journalism is changing.

AT&T Launches More U-verse Markets with VoIP

AT&T has launched U-verse--with VoIP--in portions of the Columbus and Cleveland, Ohio and Reno, Nev. markets. The voice is priced about the same as cable digital voice.

Unlimited VoIP costs $40 monthly. A separate plan offering 1000 minutes of talk time costs $30.

The moves mean the competitive landscape is changing: AT&T finally is making a push into VoIP, for example. Up to this point it has been the cable companies that have profited most from VoIP in the U.S. market.

$1.54 3G iPhone to be Sold


More Handset Subsidies Because of New iPhone Pricing

Among the likely ramifications of the new 3G iPhone pricing are competitive responses from other carriers.

Wireless service providers are likely to increase their own mobile handset subsidies, boost marketing budgets, and reduce prices on some services, analysts and industry insiders say—all likely to mean slimmer margins, reports Olga Kharif at Business Week.

That would be a directional shift. In the past year, U.S. wireless carriers had scaled back on the subsidies that resulted in lower handset prices in exchange for long-term wireless service contracts. But now that AT&T is boosting its subsidy of the iPhone, chances are other operators will follow suit, especially on iPhone copycats.

Saturday, June 14, 2008

680 Million Mobile Internet Subs in Brazil, Russia, India, China by 2012

Brazil, Russia, India and China—collectively known as BRIC—represent 43 percent of the world's population and will account for nearly 1.2 billion mobile phone subscribers this year, according to eMarketer.

"Mobile is not simply viewed as an extension of the Web in BRIC, as it is in the United States, Western Europe and parts of Asia-Pacific," says John du Pre Gauntt, eMarketer senior analyst.

"Mobile is the Internet," he says.

eMarketer projects that the BRIC countries will account for over 1.7 billion mobile phone subscribers by 2012. Of that amount, over 680 million subscribers will access the mobile Internet.

Over the Top or Walled Garden Video?

At the end of the day, we'll probably find that both linear multichannel video and "over the top" video will be part of the user experience on a regular basis, despite our discussions of which model is better.

In part that is because linear, walled garden TV experiences still are convenient, and because interactive features more common to Web experiences will gradually migrate into the TV experience as well.

People use multiple forms of voice and messaging products as well, for the same reason. Some formats are highly useful in some settings and for some reasons, while others retain an advantage in other settings. Most people use both tethered and mobile voice. More people are using both fixed and mobile broadband. More people also are using more over the top video. But linear subscriptions haven't dipped as the new habit takes hold.

That doesn't mean there won't be changes. There always are whenever a new medium arises. Old media are reshaped, at the very least. But it's hard to see over the top completely replacing traditional multi-channel video, any more than mobile voice completely displacing fixed, IM-based or portal-based communications.

People are going to use the tools in lots of different ways. Even in the "commodity" voice world, they already do.

More Mobile Broadband than Fixed Broadband Revenue in 2008?

The number of mobile subscriptions will increase from 3.3 billion in 2007 to 4.7 billion in 2012, representing more than two-thirds of the world’s population, say researchers at Pyramid Research.

And though voice continues to account for more than 80 percent of global mobile revenue,
revenue from global mobile data services, despite lower revenue per user, will surpass that of fixed Internet access services in 2008, Pyramid argues.

DIY and Licensed GenAI Patterns Will Continue

As always with software, firms are going to opt for a mix of "do it yourself" owned technology and licensed third party offerings....