Ring! Ring! Monday News Analysis, 15th October
Telco 2.0 Comment: You'll just have to come to Telco 2.0 instead. We designed it specifically as a reaction against the kind of conferences where all you remember is the delegate bag -- although ETel wasn't among them and will be missed.
Telco 2.0 Comment: You may struggle to see the relevance of IMS to digital home applications - so do we. And we happen to know that some important people at Sony aren't happy that Ericsson is insistent on pressing IMS on them. After all, you could tear part of an IMS from its rack and beat an intruder over the head with it; but that doesn't make it a security solution.
Telco 2.0 Comment: Impressive, if still not as tiny as Intel's latest lot of 45nm WiMAX/WiFi chipsets.
Telco 2.0 Comment: SavaJe, the all-Java mobile OS, impressed a lot of geeks before force-landing in a field earlier this year when it ran out of money. It looks like it may just have found enough to get airborne again; if Sun has any sense they'll open-source the whole damn thing.
Telco 2.0 Comment: Mozilla's Firefox was the gateway drug to open-source software for the PC world. Can they do the same for mobile? Especially as the browser is currently, post-iPhone, the preferred user interface for essentially everything.
Telco 2.0 Strategy
Telco 2.0 Comment: No surprise that AT&T can't get enough spectrum. What is more interesting is that clearly, Aloha Partners was a radio version of cyber-squatting; no plan to roll anything out, just try to get as much as possible and re-auction it.
Telco 2.0 Comment: We're going to present some numbers at the Telco 2.0 Exec Brainstorm this week that really bear this out. Clearly, Skype was recreational M&A. Anyway, perhaps they can buy a direction second-hand on the Web?
Digital Product Innovation
Telco 2.0 Comment: Is it too soon to guess they won't do it any better than all the other developed-market telcos?
Telco 2.0 Comment: Hard to say what this actually means. 3 has been offering Skype on Windows Mobile gadgets since 2006, and on X-Series Nokias since the spring; after a fashion, that is. Skype calls are treated in the normal way; 3 is hardly going to offer free Skype service without even data charges, are they? Mind you, they seem to like losing money...
Prices coming down at T-Mobile; Web'n'Walk tariffs are cheaper across the board, and there's a daily rate for casual laptop users.
Telco 2.0 Comment: There's no evidence they were struggling to find customers, so the answer has to be that fierce competition with 3, O2, and hotspots is crushing the margins.
Telco 2.0 Comment: Amusingly, one of the British newspapers this weekend rounded up half a dozen investment bank analysts' GooglePhone predictions. Variously, they suggested there would be a device, there would be a "plain vanilla smartphone costing only $140 to make", there would be an HTC Windows Mobile device with Google branding, there would be a Linux distro, there would be an applications platform, or perhaps just Google Ads for mobile - or some combination. Some of them also suggested it would be COMPLETELY FREE! and connectivity would be included, while others suggested that operators would have to share revenue with Google "like Apple". None of their statements contained any verifiable facts. If it costs £60 to make it won't be much of a smartphone.
Advertising and Attention: Content 2.0
Telco 2.0 Comment: This sounds like everything we dislike about mobile advertising - it's so easy to be an especially intrusive and repellent kind of spam. Still, perhaps we should encourage Bluetooth spam, as you can avoid it simply by not leaving Bluetooth on all the damn' time, which also saves power and protects you from most mobile malware.
Digital Politics and Regulation
Illegal NSA wiretapping; the plot thickens. Disgraced Qwest exec claims he sold shares because the company refused to take part in illegal wiretapping, and the government threatened to refuse it federal contracts.
Telco 2.0 Comment: But what kind of hacker goes to court when they can keep hacking? One group already claims to have mastered the technique of turning an "iBrick" back into a useful device.
Telco 2.0 Comment: Court pronounces on a dispute with two ISPs going back to 2001-2. If this keeps up, a lot of incumbents will need to make a provision for paying off aggrieved competitors.