Vodafone under the command of Colao can only be good news
June 18, 2008
Sarin Legacy Isn't All Aces | online.wsj.com
When Colao left McKinsey to help run Omnitel as the COO he showed that he was more that a "Strategy Man" working alongside Francesco Ciao he showed that he was someone vary capable at Operational matters. With Cioa gone, he steppped up to the CEO role and integrated the Omnitel into Vodafone. On his return to Vodafone he has spent the last 18 months getting ready to succeed Sarin by Optimising the network. Now with an Italian at the head you can expect to see Emerging Markets take a back seat as he follows the startegy of the Spanish Subsiduary and stimulates the market.
What Qualcomm is doing is building a Services Business
June 16, 2008
Qualcomm Creates Mobile Internet Strategy To Go Head-To-Head With Internet Giants | www.washingtonpost.com
Looking at the services businesses of Qualcomm and what you see is the development of a number of verticals. One of which is BREW; the others are Location, Advertising, Payments, Video. These services are aimed at helping to create Federations for particular services. Having created these Federations Qualcomm will be able to influence the strategy of Mobile Networks which will lift the spend on Handsets that run Qualcomm silicon.
Mobile Voice and Data Share the Throne
April 30, 2008
CTIA: Mobile Data Use Up, But Voice Remains King | www.informationweek.com
While mobile voice can be considered “King” as it represents the majority of mobile traffic and revenues, the mobile industry’s growth engine is data. Rather than worrying about what is King (or Queen), the industry needs to concern itself with solutions that optimize the overall mobile experience - marrying voice and data.
Net Neutrality Debate Not Going Away
April 23, 2008
Virgin Media May Ignore Network Neutrality | www.eweek.com
Net Neutrality and its implications on the Internet and media consumption is a hot topic, and will be highlighted as network utilization increases.
Microsoft and Retail - Tempting but Risky
April 22, 2008
RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
Microsoft would love to better control its retail presence to lift its profile among consumers. Microsoft’s lack of retail experience, history of indirect sales, and the daunting economics of retail make a full-blown retail expansion effort risky.
Sprint’s Long Road to Recovery
April 3, 2008
Sprint’s New Customer Retention Employee Incentive Plan | www.wirelessweek.com
Sprint has never hit full stride since its Nextel acquisition in 2005, and its new CEO is making several changes in an attempt to put the company back on track. The first few steps are on target but the company has a risky bet in WiMax and little margin for error with its operations.
Displacing the DVR - Not So Fast
February 26, 2008
Locking in Viewers to Watch the Commercials | www.nytimes.com
Advertisers and broadcasters must continually adapt to time-shifting, place-shifting and alternative content distribution technologies and offerings such as the DVR.
February 21, 2008
Alcatel-Lucent Plans Prepaid Option for BlackBerry | www.redorbit.com
Looking to expand into foreign market, RIM and Alcatel-Lucent have come up with a pre-paid Blackberry solution. Pricing is key to this initiative, which if not priced correctly, will backfire.
Flat Rate Pricing in Mobile - a Tricky Bet
February 21, 2008
Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com
Flat rate pricing of mobile services can work for the industry as long as a price war does not begin.
Unlocked iPhones - Not All Bad for Apple
February 18, 2008
Unlocking an iPhone for real | www.news.com
Unlocked iPhones, which can represent $200-$300+ dollars per device in lost revenue over the course of two years, are not all negative for Apple.
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011
The move to the cloud will impact multiple industries
November 17, 2011