Tablet Solves Question of what a "Mobile Internet Device" Looks Like

As recently as a year ago, you could have heard quite a lot about the impact "netbooks" would have on the overall PC industry. Before that you'd have heard about "mobile Internet devices."

For most of 2010, all you've heard about is "tablets," especially the iPad, for good reasons. The hypothesized market for MIDs has surfaced, and though some believed the netbook could evolve into a mass market MID, it now appears the "tablet" PC is what much of the market considers a MID to be.

Not surprisingly, much talk now centers on how much cannibalization tablets will cause in the rest of the market. IDC now forecasts that worldwide mini notebook shipments will be 37.8 million units in 2010, up 10.3 percent from 2009.

Over the next four years, the compound annual growth rate for the worldwide mini notebook market will be 4.3 percent, topping out at 42.4 million units shipped in 2014.

IDC - Press Release - prUS22565510

$35 Billion Mobile App Revenue in 2014

Worldwide mobile apps revenues will surpass $35 billion in 2014, according to researchers at International Data Corporation. The number of downloaded apps also is expected to increase from 10.9 billion worldwide in 2010 to 76.9 billion in 2014.

Application developers have churned out more than 300,000 mobile apps in just over three years, and now are available for both tablets and smartphones. In 2011 and beyond, mobile apps will find their way into even more devices, including connected TVs and the connected home, IDC forecasts.

IDC - Press Release - prUS22617910

Procter & Gamble Sees Social Media as Mass Media

Procter & Gamble now believes social media is a replacement for at least some mass media advertising. Procter & Gamble, said to be the world's biggest advertiser, still buys individual commercials on daytime TV. But the dollar amount has shrunk. P&G won't say by how much.

"The digital media has pretty much exploded," marketing chief Marc Pritchard said in an interview. "It's become very integrated with how we operate, it's become part of the way we do marketing."

"Old Spice" commercials run by Procter & Gamble recently generated 1.8 billion impressions, 140 million YouTube impressions and an increase in Twitter followers for Old Spice of 2,700 percent.

Old Spice sales also are growing at double digits, taking more of the market for body washes and deodorant.

Procter & Gamble moves from soap operas to social media - USATODAY.com

Paul Ryan on Spurring Economic Growth

I admit to a bias in favor of rational economic analysis of difficult problems, which is to say that economists generally agree on quite a number of things, and that what they tend to agree about, where it comes to spurring long-term economic growth, productivity and the ability to provide the "greatest good for the greatest number" we ought to be sober and determined.

It's a bit of a "policy wonk" point of view, but such things have direct consequences for everybody. In my case, most especially for my Millennial children. This is an interesting discussion, along those lines. Growth normally is not the sort thing most people think about. But without growth, it is impossible to provide higher real incomes for the broadest number of "average" Americans.

Equity is a praise-worthy social concern. But real economic growth always is the foundation for sustainable growth in ability to support social equity. The link isn't always obvious, even if true. Growth is necessary, and for that reason inherently praise worthy.

FiOS Gains in Maryland and Virginia

It's just impressionistic, but at a recent dinner with friends not in the communications, Internet or software industries (just regular folks, in other words) who live in Maryland and northern Virginia, several mentioned that they just had switched to Verizon's FiOS service, and seemed quite happy with it.

One mentioned the new Netflix streaming capability, built in to the new HDTV the family had just bought.

The value proposition seemed pretty clear. The household normally rents four pay-per-view movies a month, at about $5 each. The unlimited, $10 a month Netflix streaming plan seemed like an obvious good deal.

It's just impressionistic, but illustrates the shifting state of the communications business at the moment. First, there was a shift of market share from cable provider to telco for video and broadband service. Second, there was a shift from pay per view to streaming Netflix. Third, though it doesn't seem to have been a key part of the buying decision, the video shift likely cements use of Verizon fixed-voice services as well.

Perhaps there is no immediate and obvious change in bandwidth consumption that would create "overage" charges. On a standard 3G or 4G mobile access plan, of course, the implications are quite clear. It is conceivable a wireless dongle user could blow through a month's usage by watching three movies a month.

3G, 4G Roaming is Not Seamless

Verizon Wireless says it can take up to two minutes for a fourth-generation network connection to switch over to a 3G radio when users move between cell zones.

"Hand-offs can take up to a couple minutes, but that was expected and a fix is in the works," Verizon spokesman Jeffrey Nelson said.

Users of Sprint Evo handsets might note a related problem, namely that when a 4G connection defaults back to 3G, it does not automatically reconnect to 4G when a 4G signal is available. It has to be manually restarted.

Those sorts of issues tend to get fixed over time.

Modem 'hand-off' from 3G to LTE can take two minutes, Verizon says - Computerworld

FCC Net Neutrality Effort All for Show?

Nobody has seen the secret draft of the upcoming Federal Communications Commission proposed rules on net neutrality. No doubt it will be crafted in as balanced a way as such a rule can be.

But it is not immediately clear how the jurisdictional argument can be overcome, namely that the courts already have ruled that the Commission does not have the authority to create a rule, even if it wants to.

No doubt some clever extension of common carrier and ancillary authority will be offered up. But it isn't clear how long the rules will be in force before the inevitable round of court challenges begin.

Having already once rejected the premise that the FCC can assert jurisdiction over networks that manage traffic by prioritizing some types of traffic over others.

No doubt a different basis for jurisdiction will be asserted, and then we'll have to see whether courts will agree. In the end, as sometimes happens in Washington, D.C., some things loudly get done, for political reasons, that even proponents realize will not stand, in the end.

There will be lots of noise, no doubt. Whether there will be rules that can withstand court challenge is among the key issues. Some doubt the rules will succeed in that respect.

Chairman Genachowski’s Next Net Neutrality Proposal: What to Watch For | Electronic Frontier Foundation