Mobile Web Use: Android Grows, iPhone Drops

Android’s share of mobile Web consumption in North America has gone from just five percent to 20 percent from January 2009 to May 2010, while the iPhone OS has dropped from about 75 percent to 59 percent, according to Quantcast.

The BlackBerry OS accounts for 10.4 percent, and all others combined account for roughly 11 percent.

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iPad Browser Share Already Beating Android, BlackBerry

Though there are only two million iPads in the market, the iPad's share of the global browser market is already bigger than Android, BlackBerry, and the iPod touch, according to Morgan Stanley.

Morgan Stanley analyst Katy Huberty says iPad usage is closer to a PC than a smartphone, which is not really surprising, since it's designed for web browsing. What is shocking is the rapid emergence of the iPad as a web appliance.

CHART OF THE DAY: iPad Browser Share Already Beating Android, BlackBerry

Investors Seem to Say Google Hasn't Found its Next Great Business

Google's stock has taken a beating this year, falling more than 20 percent since January, presumably because it hasn't yet shown investors it has figured out what to do for an encore, after its search business.

Contrast Google's equity valuation compared to Apple. Investors, rightly or wrongly, think Apple knows what it wants to do, and is doing it.

CHART OF THE DAY: Hey Google, Better Figure Out Another Business (Other Than Search)

Starbucks Digital Network Launches

Starting July 1, 2010, Starbucks is enabling free Wi-Fi at its U.S. company operated stores, and launching the Starbucks Digital Network, which will offer unique content, including unrestricted access to paid sites such as the the Wall Street Journal, as well as content from iTunes, The New York Times, Patch, USA TODAY, The Wall Street Journal, Yahoo! and Zagat.
    
Set to debut in the fall, and offered at U.S. company-operated Starbucks stores, Starbucks Digital Network will allow customers free unrestricted access to various paid sites and services including previews, free downloads, local community news and activities.

Developed in partnership with Yahoo! and using AT&T access, the new network aims to create a unique customer experience that also deepens customer engagement.  The new plan further illustrates the public Wi-Fi business model, which frequently "gives away" the access as an inducement to support some other business model.

FCC to Vote on Title II Reclassification Move This Week

The Federal Communications Commission says it will vote Thursday, June 17 on issuing a notice of inquiry that would allow the agency to explore whether to reclassify broadband as a Title II common carrier service.

Wall Street will significantly halt investments in broadband networks if the FCC moves to reclassify broadband access as a common carrier, Title II service, said former Rep. Harold Ford (D-Tenn.), Broadband for America honorary co-chair.

The chairman's proposal will make investors "timid or hesitant to make the kinds of investments needed to expand broadband."

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The End Of "All-You-Can-Eat" Mobile Data in Europe

O2 UK will stop offering "unlimited" data usage and replace them with "buckets" ranging from 500 MBytes up to 1 GByte. )2 says 97 percent of O2 smartphone customers would not need to buy additional data allowances, as the lowest bundle (500MB) provides at least 2.5 times the average O2 customer’s current use.

Other U.K. operators as well as KPN in the Netherlands and Orange France have shared indications that they will move to buckets as well.

The End Of "All-You-Can-Eat" Mobile Data Plans? | Forrester Blogs

Placebook: Location-Based Service Emerges from Stealth

A new location-based service comes out of stealth.