Tuesday, January 11, 2011
Verizon Launches iPhone: Video
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
"Speed" Not an Issue for Verizon Wireless iPhone
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Verizon turns your iPhone into a WiFi hotspot
Verizon says users will be able to turn their phones into five-person hot spots, though pricing does not yet seem to be available.
The feature turns the IPhone into a MiFi device. Depending on how the feature is priced, at least some users might find that that hotspot feature becomes the most-used feature of the device.
The feature turns the IPhone into a MiFi device. Depending on how the feature is priced, at least some users might find that that hotspot feature becomes the most-used feature of the device.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Comparing AT&T iPhone and Verizon Wireless iPhone
AT&T | Verizon |
| Price (on contract) | $199 16GB, $299 32GB | $199 16GB, $299 32GB |
| Data plan1 | $15 / 200MB $25 / 2GB $45 / 2GB with tethering | $15 / 150MB? $29.99 / unlimited? $49.99 / unlimited with 2GB tethering? |
| Early upgrades available at launch | Yes | No |
| Global roaming capability | Yes | No |
| Simultaneous voice / data on 3G | Yes | No |
| WiFi mobile hotspot option | No | Yes |
| 4G data (HSPA+ / LTE) | No | No |
| Rated talk time | 2G voice: 14 hours 3G voice: 7 hours 3G web: 6 hours WiFi web: 10 hours | 2G voice: Not available 3G voice: 7 hours 3G web: 6 hours WiFi web: 10 hours |
| 1Verizon hasn't announced iPhone plan pricing yet, so current smartphone pricing is used here for comparison. |
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Internet-Connected TVs Could Change Multichannel Video Business Models
It would have been hard to miss the 'Internet-connected TV' theme at the recent Consumer Eletronics Show, any more than the tablet, smartphone or '3D' TV angles. The 2011 version of the Consumer Electronics Show highlighted many Internet-connected TVs, Blu-ray players and other devices.
That leads some observers to argue that TV manufacturers now own the relationship with the customer. That probably overstates matters too much.
It might be more accurate to say that the application and service providers featured as part of TV menus will increasingly be in position to try and do so, but that it is not the TV manufacturer but the application providers that will be able to contend for viewer loyalties. But most of that potential shift of gatekeeper control lies in the future, so long as the Internet apps featured on connected-TV menus provide much less than the variety of popular programs normally associated with cable TV, telco TV or satellite TV.
That noted, the growing installed base of Internet-capable devices, ranging from TVs and Blu-ray players to game consoles and even smartphones and tablets, increases the likelihood that content owners will someday come to financial terms with one or more distributors able to substantially replace the expected lost revenue from other distribution channels.
That leads some observers to argue that TV manufacturers now own the relationship with the customer. That probably overstates matters too much.
It might be more accurate to say that the application and service providers featured as part of TV menus will increasingly be in position to try and do so, but that it is not the TV manufacturer but the application providers that will be able to contend for viewer loyalties. But most of that potential shift of gatekeeper control lies in the future, so long as the Internet apps featured on connected-TV menus provide much less than the variety of popular programs normally associated with cable TV, telco TV or satellite TV.
That noted, the growing installed base of Internet-capable devices, ranging from TVs and Blu-ray players to game consoles and even smartphones and tablets, increases the likelihood that content owners will someday come to financial terms with one or more distributors able to substantially replace the expected lost revenue from other distribution channels.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Why Verizon's Big iPhone Deal Has Risk, Not Just Reward
It's official: Verizon Wireless is going to be selling the Apple iPhone 4. Nothing has been said so far about rights to sell the iPad, though.
It's easy to see the upside for Verizon Wireless as it now can sell and support the Apple iPhone. The iPhone is an iconic device and the inability to sell it obviously hurts any mobile provider that doesn't offer the device. Beyond that, the iPhone exclusivity arguably has allowed AT&T to gain some customers Verizon Wireless was not able to compete for, including, doubtless, many former Verizon Wireless customers.
But there are challenges, as well. Verizon Wireless might have to spend $3 billion to $5 billion to subsidize customer purchases of the device in 2011 alone, based on the expected $400 per iPhone subsidy Verizon will absorb. That will hit profit margins, a concern analysts have had about AT&T as well.
It's easy to see the upside for Verizon Wireless as it now can sell and support the Apple iPhone. The iPhone is an iconic device and the inability to sell it obviously hurts any mobile provider that doesn't offer the device. Beyond that, the iPhone exclusivity arguably has allowed AT&T to gain some customers Verizon Wireless was not able to compete for, including, doubtless, many former Verizon Wireless customers.
But there are challenges, as well. Verizon Wireless might have to spend $3 billion to $5 billion to subsidize customer purchases of the device in 2011 alone, based on the expected $400 per iPhone subsidy Verizon will absorb. That will hit profit margins, a concern analysts have had about AT&T as well.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Verizon Gets Apple iPhone, Now the Questions Begin
How many AT&T customers using iPhones will depart for Verizon, and at what rate? How many current Verizon Wireless customers will switch to iPhone, and what will the retention impact be? Will Verizon Wireless get the right to sell the iPad, with native 3G connections?
Will Verizon Wireless get the right to sell a 4G version of the iPhone, and when? Same question for the iPad on the 4G network.
http://www.verizonwireless.com/b2c/splash/iphone.jsp
Will Verizon Wireless get the right to sell a 4G version of the iPhone, and when? Same question for the iPad on the 4G network.
http://www.verizonwireless.com/b2c/splash/iphone.jsp
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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