Thursday, March 24, 2011
Fastest Phone, on Fastest Network?
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.
App Providers, Carriers Look to Develop Software Defined Networks
Deutsche Telekom, Facebook, Google, Microsoft, Verizon, and Yahoo! have formed a new standards group, the Open Networking Foundation, a nonprofit organization to promote"Software-Defined Networking." SDN hopes to allow data centers, wide area telecommunication networks, wireless networks, enterprises and home networks to optimize network behavior.
For instance, in data centers SDN can be used to reduce energy usage by allowing some routers to be powered down during off-peak periods. Other expected benefits include additional ways to lower the cost of operating and managing networks, in part because it will be easier to simplify hardware and network management chores.
The SDN approach arose out of a six-year research collaboration between Stanford University and the University of California at Berkeley. Essential to SDN are two basic components: a software interface called OpenFlow for controlling how packets are forwarded through network switches, and a set of global management interfaces upon which more advanced management tools can be built.
The first task of ONF will be to adopt and then lead the ongoing development of the OpenFlow standard (www.openflow.org) and encourage its adoption by freely licensing it to all member companies. ONF will then begin the process of defining global management interfaces.
“Software-Defined Networking will allow networks to evolve and improve more quickly than they can today,” said Urs Hoelzle, ONF President and Chairman of the Board, and Senior Vice President of Engineering at Google. “Over time, we expect SDN will help networks become both more secure and more reliable.”
The initial members of ONF are: Broadcom, Brocade, Ciena, Cisco, Citrix, Dell, Deutsche Telekom, Ericsson, Facebook, Force10, Google, HP, IBM, Juniper Networks, Marvell, Microsoft, NEC, Netgear, NTT, Riverbed Technology, Verizon, VMware, and Yahoo!.
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.
Wednesday, March 23, 2011
22% of Starbucks Transactions Last Quarter Used Mobile Payment App
More than three million people have made a purchase using the new Starbucks mobile app, Starbucks says. In the most-recent quarter, 22 percent of all transactions were made using the Starbucks mobile app.
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.
Mobile Marketing by the Numbers
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.
Some Cloud-Based Video Rentals Raise Issues
Cablevision Systems Corp. ran into an awful lot of opposition when it originally proposed to use a hosted, remote digital video recorder approach rather than putting hard disk drives into consumer homes. Cablevision ultimately won the right to conduct such operations on a remote basis, though the case had to go to the Supreme Court for resolution.
With remote storage, TV shows are kept on the cable operator's servers instead of a machine inside the customer's home, as systems offered by TiVo Inc. and cable operators currently do. See http://www.crainsnewyork.com/article/20090629/FREE/906299979.
With remote storage, TV shows are kept on the cable operator's servers instead of a machine inside the customer's home, as systems offered by TiVo Inc. and cable operators currently do. See http://www.crainsnewyork.com/article/20090629/FREE/906299979.
Another test of an alternative approach to online-delivered video entertainment likely is coming. A company named Zediva buys physical DVD copies of new-release movies , and plays them one-at-a-time on physical DVD players located at the company’s servers; customers rent a player for $2, and the user’s computer acts as the remote.
Only one customer can watch a given DVD at a time, which the company says gives them legal cover since it makes them not really different from a traditional video rental store or Netflix’s DVD-by-mail service.
The service works with PCs, Macs and Google TV users with Adobe Flash. The issue is that content owners are likely to sue to kill the service. In the past, studios have sued to prevent the sale of videocassette recorders, for example, so the attempt to block new delivery systems is not new.
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.
France Telecom Facing Significant Challenges
France Telecom remains significantly challenged by decelerating trends in its wireline voice business, which is shrinking at a greater pace than its major European peers, as recession-hit customers terminate landline phones, analysts at Seeking Alpha say.
However, the company’s deleveraging balance sheet, healthy dividend payout and the combination of T-mobile and Orange’s network assets make the stock attractive for investment.
France Telecom reported strong fiscal 2010 earnings that were well above the Zacks Consensus Estimate and the year-ago earnings, Seeking Alpha says. Revenues improved slightly as the second half of 2010 was strong, particularly driven by growth in mobile services. But it arguably is international investments which will power much of France Telecom's future earnings growth.
France Telecom reported strong fiscal 2010 earnings that were well above the Zacks Consensus Estimate and the year-ago earnings, Seeking Alpha says. Revenues improved slightly as the second half of 2010 was strong, particularly driven by growth in mobile services. But it arguably is international investments which will power much of France Telecom's future earnings growth.
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.
iPads and iPhones as "Cable Boxes"?
Apple Inc. is weighing an expansion of its AirPlay audio service to include streaming video from an iPhone or iPad to television sets, according to a Bloomberg report.
Under the plan, Apple would license its "AirPlay" software to consumer-electronics makers that could use it in devices for streaming movies, TV shows and other video content, Bloomberg reports.
Under the plan, Apple would license its "AirPlay" software to consumer-electronics makers that could use it in devices for streaming movies, TV shows and other video content, Bloomberg reports.
So that would, theoretically, make an iPad or iPhone the equivalent of a cable TV, satellite TV or telco TV set-top box, for purposes of conditional access. So if you are a content executive, and you are evaluating the potential role of direct-to-consumer video, and you think you can add this feature without cannibalizing existing cable, satellite and telco TV revenue streams, you have a consumer-provided conditional access terminal, and the functional equivalent of the "remote control," ready to go.
Most executives are far from concluding that sort of over-the-top, direct to consumer service is worth the risk. But the supporting infrastructure to do so keeps getting better. Sooner or later, that will make a difference.
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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