With all of the buzz around apps & app stores it would be easy to assume that mobile apps have unstoppable momentum and that the mobile web is taking a back seat. It's worth taking a step back to see how this is all going to pan out. Will mobile apps dominate completely and overwhelm the mobile web or does the mobile web still stand a chance? more
Apparently, along with trying to change who gets paid when the music gets played, the National Association of Broadcasters is lobbying Congress to require FM radio receivers to be built into phones and other mobile devices. I'm sure this is in part a reaction to the rise of streaming music apps like Pandora and the Public Radio Player, but they want FM receivers in not-so-smart phones too. more
The future of broadcasting has been under discussion for close to two decades and, while changes are certainly happening, they are rather slow and therefore new opportunities or threats (depending on where you sit) continue to arise. On the one hand we are now starting to see the more widespread availability of digital TV and this has revealed a clear point of difference between the strategic directions being taken by the telecoms and the broadcasting industries. more
The US analyst community has been holding a wake for RIM in the last few days... It's a pile-on that has driven the stock price down from the upper fifties to the mid forties in the last month. And yeah, RIM's stock price is going to suffer in the short term, not just because of these analyst reports, but because their existing software technology is long-in-the-tooth, to put it politely... I wouldn't count them out, though. RIM's secret weapon is the man I nearly bumped into last week... more
IPv6 a major catalyst for billions of dollars worth of deals? The Intel announcement of their McAfee purchase for 7.7 billion seems to indicate as much when Dave DeWalt , McAfee CEO is quoted as saying during a conference call; "If we look at the transition from IPv4 to IPv6, we're seeing an explosion of billions of devices and they all need to be secured." more
There's been a tremendous amount written about the Google-Verizon joint proposal for network neutrality regulation. Our commentary at the EFF offers some legal analysis of the good and bad in this proposal. A lot of commentary has put a big focus on the exemption for wireless networks, since many feel wireless is the real "where it's gonna be," if not the "where it's at" for the internet. more
While we are spending years figuring out how to create the perfect generic Top-Level Domain (gTLD) launch and guidebook, the Internet is moving along at an extraordinary pace without any care about ICANN policy-making. The fact of the matter is ICANN is a ghost to the ordinary person or Internet company. You can not imagine how many times I had to explain what ICANN is, what ICANN does and why ICANN is important. more
Last week's news about Skype's planned IPO brings a renewed focus on what constitutes a service provider these days, and perhaps more importantly, what forms the basis for its valuation? We all know how the advent of IP has turned the economics of telephony on its head, and the drivers of value continue to shift from the physical world of network infrastructure to the virtual world of software, the Web and now the cloud.
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A Pew Home Broadband 2010 Summary reports in a sub-headline, a dramatic absence of continued growth in broadband adoption across the United States; while at the same time reporting increases in demographic adoption in a particular ethnic group. That sub-headline seems contradictory by indicating an overly dramatic slowing of adoption more
What surprises me about the Google/Verizon deal is not that they have come to agreement, but that they have taken so long to do so. What they have agreed to is essentially what I proposed they do back in 2006. What Google want and what Comcast, Verizon and the carriers want is not and was not incompatible. more
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