Thursday, September 2, 2010

Will T-Mobile Invest in Clearwire?

Though Clearwire already has gotten about $5 billion in investment, but likely needs another $4 billion to complete its national network.

Credit Suisse analyst Jonathan Chaplin estimates Clearwire will need another $4 billion to extend coverage to the 200 million people they plan to reach by the end of 2011.

That is the biggest carrot for Clearwire: it needs cash, and T-Mobile could provide some of it.

Though Sprint might have qualms about enabling a competitor, Verizon and AT&T, not T-Mobile, is the big problem.

When Sprint and Clearwire merged their networks, Sprint invested $1.2 billion in the venture. Comcast and Time Warner invested a total of $1.6 billion, and they now market Clearwire's service under their own names.

Intel put in an additional $1 billion on top of the $660 million they had invested in Clearwire earlier.

Google invested $500 million and cable operator Bright House Networks kicked in $100 million.

Whether Clearwire gets T-Mobile USA as an investor or not, nothing is going to keep T-Mobile USA from finding some way to provide 4G services. The lesser of the two evils might be to allow T-Mobile USA to invest in, and use, the Clearwire network.

Heavy Texters are Heavy Callers, Study Finds

Want a clue about which consumers, of whatever age, will be heavy text message users? Just look for users who are heavy voice users, a new study by the Pew Internet & American Life Project.

Heavy adult texters who send and receive more than 50 texts a day also tend to be heavy users of voice calling. Light texters, who exchange one to 10 texts a day, do not make up for less texting by calling more. Instead, they are light users of both calling and texting.

Texting by adults has increased over the past nine months from 65 percent of adults sending and receiving texts in September 2009 to 72 percent texting in May 2010. Still, adults do not send nearly the same number of texts per day as teens ages 12-17, who send and receive, on average, five times more texts per day than adult texters.

Adults who text typically send and receive a median of 10 texts a day; teens who text send and receive a median of 50 texts per day.

About five percent of all adult texters send more than 200 text messages a day or more than 6,000 texts a month. Fully 15 percent of teens ages 12 to 17, and 18 percent of adults ages 18 to 24 text message more than 200 messages a day, while just three percent of adults ages 25 to 29 do the same.

The average adult cell phone owner makes and receives around five voice calls a day. Women tend to make slightly fewer calls with their cell phones than men.

Men and women are equally likely to be represented at the extreme high end of callers, with eight percent of men and six percent of women making and taking more than 30 calls a day.

link to study

Gmail Adds "Priority Inbox" Feature

I'm just trying it, so nothing to report about how it changes, or helps, the email sifting process.

Verizon Wireless Offers Top Smartphones with Prepaid Plans

Verizon Wireless is significantly sweetening the deal for its prepaid customers with a new "3G Prepaid" data package that lets customers access unlimited data on select 3G smartphones and multimedia phones for $30 monthly access.

Multimedia phone customers also have the option of selecting a new $10 monthly data package for 25 MB per month ($.20/MB overage). These new prepaid data packages are available at Verizon Wireless stores already, and will be available online at www.verizonwireless.com beginning Sept. 28, 2010.

Supported smartphone devices include:

BlackBerry Curve 8330
BlackBerry Curve 8530
BlackBerry Storm 9530
BlackBerry Storm2 9550
BlackBerry Tour 9630
BlackBerry Bold 9650

Palm Pre Plus
Palm Pixi Plus

DROID by Motorola
Motorola DEVOUR
DROID X by Motorola
DROID 2 by Motorola
DROID Eris by HTC
DROID Incredible by HTC
LG Ally

3G Multimedia phones available include:

LG enV TOUCH
LG enV 3
LG Chocolate TOUCH
LG VX8360
Samsung Alias 2
Samsung Renown
Nokia Twist
Casio EXILIM

The big issue is likely to be consumer shock at the cost of unsubsidized devices, though.

link

TVs and Landline Phones Not Seen as Necessities by Growing Number of Users




The television set and the landline telephone are suffering from a sharp decline in reported public perception that they are necessities of life, say researchers at the Pew Research Center’s Social & Demographic Trends project.

Just 42 percent of Americans say they consider the television set to be a necessity, according to a new nationwide survey from the Pew Research Center’s Social & Demographic Trends project. Last year, this figure was 52 percent. In 2006, it was 64 percent.

The drop-off has been less severe for the landline telephone. Some 62 percent of Americans say it’s a necessity of life, down from 68 pecent last year. Also, some 47 percent of respondents say that the mobile phone is a necessity of life.

One might question whether actual behavior tracks what respondents are saying, though. Though there has to have been concern about an actual decline in the total number of subscribers to multichannel TV services in the second quarter of 2010, there has been no break in the long-term growth trend line for multichannel video subscriptions, says Michael Turk, a political and communications consultant.

He chalks up the second quarter decline of 711,000 total industry subscribers as an artifact of "artificially" higher sign-ups as the broadcast digital TV transition occurred, a process that lead to higher-than-typical signups, followed by slower demand in the aftermath, but well within the historical growth profile.

Also, for the 2010-2011 broadcast season, Nielsen estimates the total number of TV households in the U.S. will climb to 115.9 million, an increase of one million homes from last year. Nielsen also estimates an increase of more than two million persons age two and older in U.S. TV households, for a total of 294,650,000 people.

It is less possible to argue with behavior related to landline telephone subscriptions, where survey respondent attitudes tend to be reflected in the data on buying of those services.
The general understanding is that people are ditching landline phone service, and there is evidence that perhaps 25 percent of U.S. households now do not use fixed-line telephone service.

But the data is quite inconsistent, at first glance. The telephone subscribership penetration rate in the United States was 96 percent, an actual increase of 0.4 percent over the rate from March 2009, and the highest reported rate since the agency began collecting this data in November 1983, according to the Industry Analysis and Technology Division of the Wireline Competition Bureau of the Federal Communications Commission.

But there is a catch. The Industry Analysis and Technology Division of the Wireline Competition Bureau of the Federal Communications Commission includes both mobile and fixed voice connections within its definition. So this measure of overall voice penetration, per household, while accurate enough, does not specificially show what is happening in terms of fixed-line penetration.

Other FCC reports do show a decline of fixed line services in use over time. So what does seem clear is that people are backing up their attitudes with behavior. Their reported attitudes about televisions, though, do not seem supported by the data.

link to full report


Multigenerational Homes on the Rise

Here's a trend you might think was created by the recession: younger people moving back home instead of living out on their own.

But it appears the number of younger people, and older people, living in multi-generational households has been growing for decades, according to the Pew Research Center.

It appears 1970 was the peak year for formation of single-generation households.

Google and Apple Spar Over "Daily Activations"

Steve Jobs, Apple CEO, says Apple was activating 230,000 devices a day, and questioned Google's claim that it is activating over 200,000 devices a day and growing.

"We think some of our friends are counting upgrades in their numbers," Jobs said.

Google says the Android activation numbers do not include upgrades and are, in fact, only a portion of the Android devices in the market, since Google only counts devices that have Google services.

Any way you look at it, that is in excess of 430,000 new Apple or Android smartphones going into service every day.

Zoom Wants to Become a "Digital Twin Equipped With Your Institutional Knowledge"

Perplexity and OpenAI hope to use artificial intelligence to challenge Google for search leadership. So Zoom says it will use AI to challen...