Saturday, December 25, 2010

Mobile is the New "Online"

"Mobile is the new online," says analyst Paul Kedrosky. Mobile is the new ad network, the new data substrate, the new product screen, the new shopping list.

It's rapidly become the currency as well, with people more at peace with turning your mobile phone into your wallet.

But Kedrosky warns there is a serious "scaling" problem with local mobile advertising, namely the cost of reaching local advertisers to sell them programs.

There's definitely a billion-dollar hyper-local ad market but the right way to see it is there's a $15,000 local ad market. There's a whole bunch of many, many small markets.

Friday, December 24, 2010

Verizon FiOS TV Changes Coming?

Thursday, December 23, 2010

FCC Net Neutrality Rule Creates Tiered Internet Access, Despite Not Wanting To

The Federal Communications Commission's "Open Network" rules, which inevitably will be known as the "network neutrality" rules, ironically enshrine the notion of tiered Internet access service, even when it attempts to keep the fixed-network Internet access service a "best effort only" type of product.

There are two reasons. First, the rules applying to wireless networks are more flexible. The second reason is that the rules explicitly exempt enterprise access services from the rules.

"Mass-market retail service" is covered, meaning "a service marketed and sold on a standardized basis to
residential customers, small businesses, and other end-user customers such as schools and
libraries."

"The term does not include enterprise service offerings, which are typically offered to larger organizations through customized or individually negotiated arrangements," the official document says.

That suggests we might conceivably see wireless and business access become the places where more experimentation occurs, since those are the places that differentiated access products can be created and sold.

read the whole document here

Net Neutrality: 4-6 Years of Uncertainty

Professor Tim Wu says the Federal Communications Commission's net neutrality rules mean at least four to six years of uncertainty, as it will take that long for court challenges to the FCC's authority to bubble up to the Supreme Court for final ruling.

"We’ll get an initial indication in about two years (the length of time it will take for the initial legal challenge), but a final answer may require the Supreme Court to get involved," Wu says. Meanwhile, if the new rule is struck down by a federal court, the FCC retains the power to reenact it using a different basis of authority (its backup power, so to speak). That will effectively reset the authority question for another two years.

The ruling will have other effects. There are lots of firms that sell software allowing service providers to create services offering priority handling of packets, and custom services built on the apps users care about most. It will now, in the U.S. market not make so much sense to try and sell such products to wireline operators, as they probably will not want to bother creating services other than "best effort."

That shifts the whole focus of sales effort to other countries where creation of such services is possible. Inside the United States, only the wireless providers will be able to create many new types of differentiated service. That's good for mobile providers, but not so good for the commodity providers of fixed broadband service.

A 42-Inch Android Tablet? Seriously?

Apparently this is a test of potential demand for a 42-inch-screen Android tablet. Not sure it makes much sense for most people, but I can imagine lots of point-of-sale display applications.

Best Gadgets of 2010

Gadgets matter for lots of reasons, mostly because they frequently are fun, and sometimes help us be productive. But at least in part because gadgets drive demand for communications and communications services. And, ultimately, that demand supplies the demand that allows us to keep investing in better networks.

At the end of the day, consumers decide whether advanced communications are important, by our willingness to spend on the services.

iAd Producer Makes iAd Ad Creation Easier

Apple's new "iAd Producer" will make it easier for would-be advertisers to design and assemble high-impact, interactive content for iAd. iAd Producer automatically manages the HTML5, CSS3 and JavaScript behind your iAd to make creating beautiful, motion-rich iAd content as easy as point and click, Apple says.

For advanced developers, iAd Producer offers sophisticated JavaScript editing and debugging, along with a powerful extension mechanism that enables them to create and re-use their own page templates and components.

That's going to delight, or at least appease, brands that found Apple's instance on creative control stifling.

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 ...