Saturday, July 22, 2006



The Long Tail and the Structure of the Media Industry. Almost two years after his initial article on "The Long Tail" first appeared in Wired, Chris Anderson's long-awaited book The Long Tail was officially released last week. As a tribute to the power of the meme which he has diligently... [Edge Perspectives with John Hagel]
7:17:14 PM    comment   



Telstra report a tactical masterpiece. The 12-month review recently released by DoCoMo i-mode partner Telstra has, on balance, received a more sceptical reception than a positive one. Contrary to the common sentiment however, the Report could be viewed as a masterpiece. In time I think that this is how it will be viewed by everyone. [i-mode Business Strategy]
7:14:36 PM    comment   



A conversation with Bob Glushko about document engineering and business patterns. When I first heard Bob Glushko speak at a conference I knew we were kindred spirits. Our shared interests include information architecture, XML, web services, and the hybrid discipline of document engineering that he and Tim McGrath define in their eponymously-titled new book. ... [Jon's Radio]
7:13:51 PM    comment   



Moto, Chasing Nokia.

This was a big week for wireless earnings and market figures, with Motorola grabbing the spotlight from Nokia in the ongoing battle between the two dominating global cell phone makers. Motorola, still milking the success of the Razr, gained significant market share in its attempts to catch up with Nokia. Strategy Analystics says in a research report today that Motorola’s market share in the second quarter of this year reached 22.1%, up from 18.1%–Nokia grew more modestly to 33.3% from 32.5%.

The companies’ earnings matched those figures. Motorola said it brought in $10.9 billion in revenue, a growth of 29% from the second quarter last year, and–even better–earned $1.38 billion in profits, up 49% from last year. Nokia said it generated $12.4 billion in revenues, with $1.4 billion in profits, up 22% and 43% respectively from the previous year. Motorola stock rose 7% on the news.

Two things come to mind from the announcements. First, that the rivalry is getting tougher between Motorola and Nokia as the companies both work on dominating both high-end 3G replacement phones and lower-end models in fast-growing markets. Both companies are opening global stores in competitive markets, rolling out design conscious models that are finding popularity and spending major money on marketing. The ultimate battle will come over China, as both companies are gaining sales in the country.

The other note is that the two companies’ strategies are both working pretty well, compared to the rest of the industry, as Motorola and Nokia increase the distance between themselves and the three trailing cell phone makers, Sony Ericsson, LG and Samsung. The market share between Motorola and the third place maker Samsung was at its largest gap since 1999, points out Strategy Analytics.

Motorola also announced a savvy partnership with Yahoo today that will embedd “Yahoo Go for Mobile” on some Motorola cell phones. A move like that could gain more of Nokia’s customers. Nokia better watch its back!

[GigaOM]
7:11:50 PM    comment   



Industry giants enter the Mobile Zone at IBC2006.

National Grid Wireless announced as Platinum Sponsors

[Newswireless.net headlines]
5:59:45 PM    comment   



IBC Mobile : I may never get there!.

It's big. Very big! -- but the Amsterdam'sInternational Broadcasting Convention (conference and exhibition) hasn't made much of one of its side-shows -- mobile -- until last year. This year, the Mobile sector has doubled in size, with Mobile TV one of the main themes -- and registration is free for those who log on before 21 August. But can I get in?

[Newswireless.net headlines]
5:53:36 PM    comment   



MySpace's Growing Third-Party Ecosystem.

BW’s Steve Rosenbush placed MySpace on a short list of companies large enough to create an “ecosystem” of third-party partners today (iPod being a big example of that kind of company/product). Creating this kind of a network, where developers create things for MySpace users that MySpace hasn’t, will help the site continue growing, an analyst said in the story. When News Corp. acquired MySpace last year, the social networking site claimed 17 million unique users. A year later, the site boasts 54 million unique users.
Microsoft partners with companies to develop applications for its operating system and Apple encourages third-party iPod development. Currently, MySpace users can post messages, photos, blogs, and music on their home pages. For the social networking site, a third party product would be a tool that allows users to access their home pages from a mobile phone, something Helio, jointly owned by SK Telecom and Earthlink, is currently doing. While the network is small, this is an important milestone for the site, as it tries to expand using others’ development work.

[paidContent.org]
5:52:13 PM    comment   



Between two worlds - nick (nick@roughtype.com) [Rough Type: Nicholas Carr's Blog]
5:51:16 PM    comment   



When "direct" becomes a disadvantage - nick (nick@roughtype.com) [Rough Type: Nicholas Carr's Blog]
5:44:48 PM    comment   



Zune and the Apple way - nick (nick@roughtype.com) [Rough Type: Nicholas Carr's Blog]
5:27:34 PM    comment   



Mobile phone shipments soar.

Moto catches up on Nokia

On average, more than 2.5 million mobile phones were shipped every day during the second quarter of 2006.âo[oe]

[The Register]
5:27:01 PM    comment   



Samsung demos two-way folder phone for games.

Digital TV too

Samsung yesterday showed off what it calls a "free folder" phone - a handset that can not only open up vertically, clamshell-fashion but can fold out horizontally the way devices like Nokia's Communicator do.âo[oe]

[The Register]
5:24:05 PM    comment   



# EU Regulates Everything Vyvyan has revealed her plans as far as roaming goes and surprise, surprise everything is regulated and at a maximum. How tragic.

The charges are all linked to regulated termination rates across Europe: For a Retail Customer making a call within a visited country: max charge = 2.6 x Termination RateFor a Retail Customer making a call outside a visited country: max charge - KeithJamesMc [TeleBusillis]
5:10:52 PM    comment   




# The Sky going Mobile Phillip Alvelda, MobiTVís CEO, was having a great day yesterday sealing a US$70m fund to finance his expansion plans. Meanwhile over the pond, BSkyB won the mobile TV rights to Premiership Football. I think if Mr Alvelda is not careful he is going to learn the same painful lesson that many of the Skyís competitors have learnt over the years: The power of the Football Bundle. - KeithJamesMc [TeleBusillis]
5:04:07 PM    comment   



# BSkyB Ireland and the power of the Sky brand. Personally, I think with the acquisition of Easynet and the exploration of the Mobile TV potential, we are starting to see the emergence of Sky 3.0. On a side note, nothing would annoy Nokia more than the arrival of the Qualcomm MediaFlo Tanks on the lawns of the UK. It is going to be fantastic to watch this saga unfold. - KeithJamesMc [TeleBusillis]
4:51:53 PM    comment   



# No Bloodbath on Sky's lawn When a company plans to invest £500m of cash over the next couple of years in addition to the net £110m (£200m for the purchase of Easynet with £90m of realizable tax losses) already invested in a fibre network entering a new adjacent market with new technology, it is a pretty frightening moment for the incumbents. ntl/Telewest/Virgin Ntlís share price only - KeithJamesMc [TeleBusillis]
4:51:04 PM    comment   



# Scandinavian 3G Torture A fascinating glimpse of the economics of standalone 3G operations is given early on in every quarter with the publication of the giant Swedish fund manager Investor AB results: Investor hold 40% of 3 Scandinavia. 3 Scandinavia launched 3G operations in Sweden and Denmark back in 2003 and have a licence in Norway, but as far as I aware the Norwegian company is - KeithJamesMc [TeleBusillis]
4:47:40 PM    comment   



# Qualcomm Quandary Qualcomm released their 3Q results on Wednesday evening. The stand-out for me is the pick-up in speed of WCDMA adoption. 47% of Royalties from WCDMA accounts for US$334m in the current quarter ñ this is a huge high margin business (circa. 90% at the EBIT level!!) and is growing much quicker than the traditional CDMA line of business. With WCDMA accounted for 30% of handset - KeithJamesMc [TeleBusillis]
3:44:55 PM    comment   



# Hot Air from HelioThe US based Helio MVNO looks like it is burning through the US$440m that Earthlink and SK Telecom have committed to at a rapid pace of knots. Earthlink in their Q2 results are forecasting losses for the year of US$150m-US$170m. Helio is starting to advertise and the first commercial is on the web. The second is also uploaded. Notice that Helio are not pushing the voice - KeithJamesMc [TeleBusillis]
3:40:31 PM    comment