Saturday, January 15, 2011

Is AT&T Hoarding Spectrum?

Some question whether AT&T is simply hoarding spectrum it has purchased, the implication being that the company simply is squatting on spectrum to deny its use to competitors. So is that the case?

The simple answer is "no." AT&T will deploy its new LTE network in 2011, on 700 MHz and Advanced Wireless Services (AWS) spectrum. Hoarding? Hardly. But the question has a lot of other nuances, and explain why spectrum costing billions does not always get put into service immediately. AT&T has perhaps more reasons than most.

The Verizon iPhone Is Too Late?

Questions sometimes are more important than answers. One question might be whether the Apple iPhone can dominate the mobile handset market the way it dominates MP3 players. Another question might be whether Apple can dominate smartphones.

But one might wonder if a better question is what markets and segments does Apple wish to dominate. apple never has shown any desire to dominate the enterprise market. It never has wanted to have market share and volume at the expense of "premium" positioning in the market, or margins.

There will be huge demand for the Verizon iPhone, most observers seem to agree.

But Android has made big leaps forward in terms of quality and quantity: it recently began outselling the iPhone in the United States, for example.

Android phones are sold by dozens of hardware makers, the biggest being Samsung, Motorola, and HTC. There are lots of different form factors. Slider phones. Phones with keyboards. Big screens, small screens, midsize screens.

The iPhone, in contrast, is a bit like the situation people once had with Henry Ford’s Model T, where you could have any color you wanted, as long as it was black. With the iPhone you can have whatever Steve Jobs says you can have, some argue.

Apple likely only wants to be a highly-profitable supplier of high-end devices with premium positioning. It likely will succeed at that. Apple wanted to change the mobile handset business. It has done that.

Android, on the other hand, likely always aimed to be a mass-deployed operating system, and likely will succeed. The big question might be whether Symbian suffers more than others in that regard. Android can be used on lower-end devices as well as high-end devices, and will.

If one assumes that smartphones will, over time, become the "phone," then Apple never would have wanted to have the largest market share.

Friday, January 14, 2011

Android Users; Giving to Charity Now Easier with PayPal Mobile

PayPal has added a donations feature to the PayPal Mobile for Android app. Now Android users have a fast and convenient way to make charitable contributions to more than 23,000 charities in the U.S, U.K and Canada, including World Food Program USA, St. Jude Children’s Research Hospital, Children’s Miracle Network and Habitat for Humanity International.

Apple wants more money for iPad newspapers

Apple reportedly has told European publishers that print subscribers will not be able to offer those customers "no incremental cost" access to the same content on Apple iPads.

Apple apparently wants to encourage print publishers to create separate digital editions, including either single-issue access or subscriptions, that allow Apple to capture 30 percent of the gross revenue, rather than allowing iPad access for no additional cost.

Groupon Turned Down $6 Billion, Thinks it is Worth t $15 Billion

Groupon, the social buying site that rejected a $6 billion offer from Google, is pushing ahead with plans for its initial public offering, a debut that could value the company at $15 billion or more. That would be a high multiple for a company with perhaps $1 billion of revenue.

Many have speculated that a new Internet bubble is forming. Of course, bubbles build and then burst with no warning, sometimes leading to a loss of 99 percent of equity value. That is not likely "this time around," as firms generally have some basis in revenue reality.

But whether you think a new Internet bubble is forming, or not, valuations and interest are much higher than at any point in the last five to 10 years. So we are likely to see a rush to go public. Inevitably, insiders will do well. It isn't so clear how well the public investors will do, given the passage of some time.

63% of Millennials Use Social Media to Engage with Brands

About 63 percent of Millennials use social media to engage with brands, a new study by McKinsey & Company has found.

Twitter is full of regional 'accents'

Researchers at Carnegie Mellon University examined 380,000 messages from Twitter during one week in March 2010 and found that the social networking site is full of its own kinds of geographical dialects.

Take the word cool. Southern Californians tend to write the shorthand 'coo,' while their neighbors up north use the phonetic shorthand 'koo.'

The 4.5 million words the researchers examined were full of similar examples. Some were obvious — like 'y'all' in the South or 'yinz' in Pittsburgh.

The Roots of our Discontent

Political disagreements these days seem particularly intractable for all sorts of reasons, but among them are radically conflicting ideas ab...