Wednesday, July 14, 2010

Net Neutrality Issues for Google in Search?

Network neutrality proponents implicitly assume that the key bottleneck, in terms of innovation or competition, is to be found in the broadband access connection, and the way such connections are managed.

It now appears that antitrust regulators in Europe have begun to look at other potential bottlenecks, and search practices already are getting a look, the Financial Times reports. Google's purchase (or planned purchase, as there might be antitrust review) of ITA Software, a travel technology company, is not going to help.

Joaquin Almunia, Europe’s top competition official, already has hinted that European Community regulators are taking Google’s search power seriously. An informal review of search practices already is underway, and seems to be getting more pointed attention now, given the growing issues regulators now seem to be detecting in the mobile content space.

Google has powerful competitors who will not be shy about adding their concerns, and U.S. regulators have been paying more attention to both Google and Apple of late.

The point is that gatekeepers might exist at potentially multiple levels in the Internet business ecosystem, and raising the issue in one area seems to be raising issues in other areas as well.

Mobile App Stores Shorten Time to Market and Time to Payment


Mobile app stores have shortened "time to market" for mobile apps, especially compared to older distribution methods such as placement directly on mobile phones.

Mobile app stores also mean developers get paid faster, according to Telefonica.

iPhone 4 recall would cost $1.5 billion

A full product recall of the iPhone 4, though highly unlikely, would cost Apple $1.5 billion, or 3.5 percent of its total cash on hand, says Bernstein Research analyst Toni Sacconaghi.

Apple could issue a free rubber bumper case with each phone. Although Apple charges $29 at retail for the rubber cases, Bernstein estimates that giving them away to iPhone 4 customers would cost the company $1 per unit.

Mobile Users 45% More Interested In Local Search

Perhaps it is intuitive, but users on mobile devices are 45 percent more likely to enter a local search query than users on non-mobile devices, according to data from online advertising network Chitika.

Chitika’s research division came to this conclusion after breaking down a sample of more than 24 million impressions.

Local search and mobile search do seem highly correlated.

Odds the iPhone 4 be Recalled

About 4:6 odds a full mechanical recall will be issued in 2010, oddsmaker says. Odds a full mechanical recall will not be issued by Apple in 2010 are 11:10.

Will the iPhone 4 be recalled? Betting from Paddy Power

Apple's iPad Is Going To Destroy The Netbook Market, Says Goldman Sachs

Whether you believe the tablet PC is a substitute for, or a complement to, a netbook, it does seem clear that a tablet's function is different.

The iPad is focused squarely on information consumption versus information production, analysts at Goldman Sachs note. A device that looks like “just a big screen” suggests what users should do with the device: consume information, with limited ability to manipulate it.

The lack of a physical keyboard suggests that the primary purpose of the device is not for inputting large amounts of information, but instead selecting among options, or performing light editing using a soft keyboard, the analysts suggest.

If that is the case, a key element of the experience will be relatively tight integration with content sources. 

I'm not so sure the netbook is destined by be replaced by tablet devices, though it seems obvious that if the reason lots of people carry netbooks or notebooks is simply to consume information and content, that will be the case.

For users who still have to "work" and create content, a tablet simply isn't going to be a viable choice.

Apple Makes More Profit Than All the Rest of the Handset Industry


Since getting into the mobile handset business with its iPhone, Apple has blown away the whole rest of the handset industry in earnings (before interest and taxes), according to a new  analysis by Goldman Sachs analysts.

The other angle is that the rest of the suppliers have lost earnings momentum  precisely as Apple has grown.

At the moment, Apple likely accounts for about 58 percent of the mobile handset industry's annual earnings.

That's shocking, and a measure of Apple's new stature.

Directv-Dish Merger Fails

Directv’’s termination of its deal to merge with EchoStar, apparently because EchoStar bondholders did not approve, means EchoStar continue...