Tuesday, September 2, 2008
Google Chrome has Launched
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Business Model Transformation Coming? It Came
ITU Telecom Chairman Dr A Reza Jafari says the global telecom industry is in the midst of a fundamental business model transformation whose most-obvious element is mobility.
According to the Federal Communications Commission data on end-user revenues earned by telephone companies, that certainly is the case.
In 1997 about 16 percent of revenues came from mobility services. In 2007, more than 49 percent of end user revenue came from mobility services.
Likewise, in 1997 more than 47 percent of revenue came from long distance services. In 2007 just 18 percent of end user revenues came from long distance.
In 1997 about 37 percent of total revenues came from local service, while in 2007 about 33 percent was provided by local services.
One way of looking at matters is that the global industry already has lived through two major shifts in revenue: first the collapse of long distance and second the rise of wireless. If you want to know why legacy AT&T and MCI ceased to be dominant independent companies, the collapse of long distance revenues from 47 percent to just 18 percent explains it.
And if you want some idea of where things have gone, wireless has replaced long distance as the provider of nearly half of all revenues. Local services have dipped a bit from 37 percent to 33 percent.
In all likelihood, the next change will involve revenues not even captured by the 1997 and 2007 data, and go beyond wireless. Telco moves into multi-channel video entertainment are but one example.
According to the Federal Communications Commission data on end-user revenues earned by telephone companies, that certainly is the case.
In 1997 about 16 percent of revenues came from mobility services. In 2007, more than 49 percent of end user revenue came from mobility services.
Likewise, in 1997 more than 47 percent of revenue came from long distance services. In 2007 just 18 percent of end user revenues came from long distance.
In 1997 about 37 percent of total revenues came from local service, while in 2007 about 33 percent was provided by local services.
One way of looking at matters is that the global industry already has lived through two major shifts in revenue: first the collapse of long distance and second the rise of wireless. If you want to know why legacy AT&T and MCI ceased to be dominant independent companies, the collapse of long distance revenues from 47 percent to just 18 percent explains it.
And if you want some idea of where things have gone, wireless has replaced long distance as the provider of nearly half of all revenues. Local services have dipped a bit from 37 percent to 33 percent.
In all likelihood, the next change will involve revenues not even captured by the 1997 and 2007 data, and go beyond wireless. Telco moves into multi-channel video entertainment are but one example.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Are you Discomgoogolated?
About 44 percent of Britons say they are "discomgoogolation sufferers", while 27 percent say they have rising stress levels when they are unable to go online. The results of a survey commissioned by U.K.-based YouGov attempted to measure the importance of immediate access to information made possible by Google and the Web.
The term comes from "discombobulate," which means to confuse or frustrate, and "Google".
The survey attempted to gauge the degree of reliance on instant answers to information provided by Google and other search engines and portals.
The survey also found 76 percent of Britons could not live without the Internet, with over half of the population using the Web between one and four hours a day and 19 percent of people spending more time online than with their family in a week.
The survey results provide testimony about the importance Web and Internet access now have assumed in peoples' lives.
The term comes from "discombobulate," which means to confuse or frustrate, and "Google".
The survey attempted to gauge the degree of reliance on instant answers to information provided by Google and other search engines and portals.
The survey also found 76 percent of Britons could not live without the Internet, with over half of the population using the Web between one and four hours a day and 19 percent of people spending more time online than with their family in a week.
The survey results provide testimony about the importance Web and Internet access now have assumed in peoples' lives.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Microsoft to Create App Marketplace?
AppleInsider says Microsoft is looking for a product manager who could help bring to market a widget directory for Windows Mobile similar to the iTunes App Store for the iPhone.
Calling the store "Skymarket", Microsoft suggested the store will open sometime in 2009. The new product manager would have to define "the product offering, pricing, business model and policies that will make the Windows Mobile marketplace 'the place to be' for developers wishing to distribute and monetize their Windows Mobile applications."
It is simply one more example of the importance third party software developers now have become for success in a world of digital content and applications. Whether one is looking at the value provided by a mobile device, portal, enterprise application or many types of hardware appliances, third party innovation now has become as important as proponents of open platforms and IP networks suggested it would be.
Calling the store "Skymarket", Microsoft suggested the store will open sometime in 2009. The new product manager would have to define "the product offering, pricing, business model and policies that will make the Windows Mobile marketplace 'the place to be' for developers wishing to distribute and monetize their Windows Mobile applications."
It is simply one more example of the importance third party software developers now have become for success in a world of digital content and applications. Whether one is looking at the value provided by a mobile device, portal, enterprise application or many types of hardware appliances, third party innovation now has become as important as proponents of open platforms and IP networks suggested it would be.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
AT&T, Verizon Ramp Up DSL Marketing
It is starting to appear that a dramatic second-quarter fall-off in net new broadband access customers at AT&T, Verizon and Qwest was due to marketing inattention by telcos and brisk activity by cable companies. At least, that's what one would surmise based on ramped-up marketing programs AT&T and Verizon now are rolling out.
Verizon Communications Inc., in the second quarter the first telco ever to see a drop in DSL subscribers, now is offering customers six months of DSL service free if they sign up for the company's phone and Internet package. AT&T now is guaranteeing its current rates for two years.
Wall Street Journal staff writer Vishesh Kumar reports that "while the most generous offers are coming from the phone companies, some analysts expect cable companies will also become more aggressive in their own promotions as they compete to retain customers."
Cable and phone companies added 887,000 new broadband customers during the second quarter, half the number they added a year earlier, according to research from Leichtman Research Group.
It wasn't immediately clear, when the second quarter acquisition numbers appeared, what had happened. Basically, Verizon and AT&T experiences an unusual order of magnitude drop in net broadband adds, something completely at odds with several years worth of quarterly additions.
One conceivable explanation was a sudden shift in consumer preferences for cable modem service as compared to DSL. Another partial answer in Verizon's case was that broadband adds increasingly were shifting to FiOS, and away from DSL.
Also, aggressive promotioinal activity by cable companies undoubtedly played a role, combined with some sort of inattention to broadband marketing on the part of the telcos. Whatever the causes, it now appears marketing efforts by telcos will be much more aggressive in the third quarter.
Verizon Communications Inc., in the second quarter the first telco ever to see a drop in DSL subscribers, now is offering customers six months of DSL service free if they sign up for the company's phone and Internet package. AT&T now is guaranteeing its current rates for two years.
Wall Street Journal staff writer Vishesh Kumar reports that "while the most generous offers are coming from the phone companies, some analysts expect cable companies will also become more aggressive in their own promotions as they compete to retain customers."
Cable and phone companies added 887,000 new broadband customers during the second quarter, half the number they added a year earlier, according to research from Leichtman Research Group.
It wasn't immediately clear, when the second quarter acquisition numbers appeared, what had happened. Basically, Verizon and AT&T experiences an unusual order of magnitude drop in net broadband adds, something completely at odds with several years worth of quarterly additions.
One conceivable explanation was a sudden shift in consumer preferences for cable modem service as compared to DSL. Another partial answer in Verizon's case was that broadband adds increasingly were shifting to FiOS, and away from DSL.
Also, aggressive promotioinal activity by cable companies undoubtedly played a role, combined with some sort of inattention to broadband marketing on the part of the telcos. Whatever the causes, it now appears marketing efforts by telcos will be much more aggressive in the third quarter.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Monday, September 1, 2008
Google to Launch Own Browser
Google Inc. plans to launch its own Web browser, the Wall Street Journal reports.
The browser, called Google Chrome, will be developed on an open-source platform, and is designed to make it easier and faster to browse the Web, by offering enhanced address-bar features and other elements.
That might seem like an odd move. But browsers have become important business model platforms. Though there might ultimately be other strategic advantages, the immediate emphasis seems to be the linkage between browsers and default search engine use. Browser revenue streams these days often rely on search engine revenue. That is the business model for the free Firefox browser, for example.
And for Google, the ad rates it can charge for search and related advertising are dependent on the scope and frequency of search engine queries.
The browser, called Google Chrome, will be developed on an open-source platform, and is designed to make it easier and faster to browse the Web, by offering enhanced address-bar features and other elements.
That might seem like an odd move. But browsers have become important business model platforms. Though there might ultimately be other strategic advantages, the immediate emphasis seems to be the linkage between browsers and default search engine use. Browser revenue streams these days often rely on search engine revenue. That is the business model for the free Firefox browser, for example.
And for Google, the ad rates it can charge for search and related advertising are dependent on the scope and frequency of search engine queries.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
"Too Much Information" a UC Opportunity
One of the most important skills executives need today is the know-how to manage and harness their personal information flow, says Steve Rubel, SVP, Director of Insights for Edelman Digital.
By 2009, the Radicati Group predicts that we’ll spend 41 percent of our time managing email, he notes. Now add to that the IMs, documents, Facebook pokes, RSS feeds, Twitter tweets and text messages coming at us and we’re officially way oversubscribed, he notes.
That's an issue and an opportunity for providers of various unified communications services and applications. Human attention is finite; it doesn’t scale. So in a way, making it possible to receive any message, at any time, on any device, is going to make the information deluge worse, not better.
So the idea of protecting users from communications access is something of an unexplored territory. The notion is that the ability to protect users from getting messages might be more important than allowing them to get all messages, anytime, anywhere. Filtering, call screening and other limitation techniques are, in that sense, as important as accessibility.
Spam filters are somewhat helpful, though less so than one would hope if a user works in any business where messages from people one has not communicated with before are a daily reality. In some cases in can help to prioritize messages from people one has initiated communications with, or communicates with frequently. In other cases, where useful and important messages can arrive without benefit of "permission" tagging, filtering is a problem.
Unified communications, as helpful as it can be, carries with it the other problem of "overload." Someday, that's going to create new opportunities for application providers that can help with "pay attention to this" mechanisms.
By 2009, the Radicati Group predicts that we’ll spend 41 percent of our time managing email, he notes. Now add to that the IMs, documents, Facebook pokes, RSS feeds, Twitter tweets and text messages coming at us and we’re officially way oversubscribed, he notes.
That's an issue and an opportunity for providers of various unified communications services and applications. Human attention is finite; it doesn’t scale. So in a way, making it possible to receive any message, at any time, on any device, is going to make the information deluge worse, not better.
So the idea of protecting users from communications access is something of an unexplored territory. The notion is that the ability to protect users from getting messages might be more important than allowing them to get all messages, anytime, anywhere. Filtering, call screening and other limitation techniques are, in that sense, as important as accessibility.
Spam filters are somewhat helpful, though less so than one would hope if a user works in any business where messages from people one has not communicated with before are a daily reality. In some cases in can help to prioritize messages from people one has initiated communications with, or communicates with frequently. In other cases, where useful and important messages can arrive without benefit of "permission" tagging, filtering is a problem.
Unified communications, as helpful as it can be, carries with it the other problem of "overload." Someday, that's going to create new opportunities for application providers that can help with "pay attention to this" mechanisms.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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