Tuesday, September 21, 2010

At&t could lose 1.4 million iPhone subs to Verizon, if Verizon gets the device.

That might not be a disaster, but it is somewhere between 1.5and nearly twice the total number of net new subs Verizon gets in three months.

http://www.google.com/reader/i/?source=mog&gl=us#stream/user%2F05579064408535224496%2Fstate%2Fcom.google%2Freading-list

Apple's profits in mobile business are almost shocking

In a supposedly commodity business, Apple is anything but.

http://tech.fortune.cnn.com/2010/09/21/pie-chart-apples-outrageous-share-of-the-mobile-industrys-profits/

Google vs. Skype: Who Will Win the Internet Telephony Battle? And Does it Matter?

Maybe, maybe not, in a broader sense.

http://www.fool.com/investing/general/2010/09/17/google-vs-skype-who-will-win-the-internet-telephon.aspx

Media Business at a Gutenberg Moment?

The internet obviously disrupts many legacy businesses, print among them.

http://wallstcheatsheet.com/knowledge/interview-knowledge/exclusive-media-legend-larry-kramer-says-media-business-is-in-a-gutenberg-moment/?p=8087/

Will Apple Do to Publishing As It Did to Music?

Print content firms hope not. It isn't clear yet whether that is a rational hope.

http://www.emarketer.com/blog/index.php/talks-heat-ipad-digital-subscriptions/

1 in 5 Homeowners Underwater on Mortgage

I initially though the 2008 recession was just a garden variety downturn: not pleasant but not tragic. I apparently was quite wrong.

http://www.marketingcharts.com/direct/1-in-5-homeowners-underwater-on-mortgage-14264/?utm_campaign=rssfeed&utm_source=mc&utm_medium=textlink

Online branding is more complicated than offline

paid, earned and other approaches require more planning in an online context.

http://www.emarketer.com/mobile/article_m.aspx?R=1007936

Net AI Sustainability Footprint Might be Lower, Even if Data Center Footprint is Higher

Nobody knows yet whether higher energy consumption to support artificial intelligence compute operations will ultimately be offset by lower ...