Comcast’s ambitions attempt to create a network-view model at the earliest possible point in movie distribution, the same time a film is in theaters, has apparently been pulled back under a protest from studios. The thought was to set the price high enough that people would have easily been able to get a better deal…
Clouds and On-Ramps
HP is now “officially” reviewing its decision regarding the shedding of its PC unit, and I’ve got to admit that I’m not convinced here. As I’ve blogged before, the PC market is commoditized very thoroughly and there are few indicators that it’s in any way symbiotic with the server and data center software spaces. IBM,…
Mobile Traffic, Broadband Infrastructure
A ComScore report shows that traditional PCs still account for over 93% of online traffic, with mobile phones at about 5% and tablets the rest. Among the appliances, Apple’s iOS devices represent most of the web traffic. I think this is an interesting data point when you consider the evolution of the Internet and Internet…
Is There a Reason to “Occupy Wall Street”?
I’ve been watching the Occupy Wall Street protests like everyone else, and like many at least I’ve noted that they are long in interest and short in details. There’s a tendency for the media to attribute this to superficiality; hey these people have no agenda they’re just troublemakers. I think it’s more than that. People…
The Shifting Sands of “Monetization”
Netflix has abandoned its plan to separate the streaming and DVD businesses, something that shareholders and the Street (not to mention customers) are sure to be happy with. I’m not sure that this was as bad an idea as it seemed, though. The problem with all the streaming players, as I’ve noted in prior blogs,…
Our Industry: Looking At, and Through, Clouds
There are signs that the networking industry is doing a bit more weaving and bobbing as it looks for a position that sustains revenue and profit growth. One big item is the story that Sony is going to buy Ericsson out of their long-standing handset partnership. The deal here, so the story goes, is that…
Steve’s Legacy
There’s no way that any blogger in technology could not, today, offer a tribute to the greatest innovator that the technology industry has ever known. Steve Jobs was a true giant in a world of pretenders, a man who understood the technology and buyer sides of the coin when others simply flipped it. His genius…
Is the iPhone 4S an iPhony?
Apple’s iPhone 5 proved to be media hype; the company actually released only the also-rumored iPhone 4S. While Apple fans were quick to get behind the more limited announcement, Wall Street took Apple’s shares down in disappointment over the failure of the company to do something revolutionary. The 4S looks exactly like an iPhone 4,…
Regulations, There and Here
Europe continues to move toward a more radical telecom regulatory posture, with EU Commissioner Neelie Kroes proposing that the unbundled copper rates for operators who fail to develop credible FTTH plans be reduced. The goal is to provide an incentive to move beyond the basic copper infrastructure, and making copper less profitable would seem a…
More Clouds, if That’s Possible!
Apple is expected to launch it’s iPhone5 this week, and like all Apple events this one is generating more than its share of speculation. It’s like a red carpet event for the Apple aficionados, but rather than focus on that I’d prefer to look at the industry implications of what’s rumored to be happening. First,…