Carl Ford : 4G Wireless Evolution
Carl Ford
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Smart devices

ATT vs. Telefonica The Long Tail Effect of Apple's App Store

August 10, 2009

where the wireless Internet has been available the longest, there is where iPhone sales are least.

The Apple Google war may make ATT the Victim.

August 3, 2009

While the California Titans get into a contest of wills, ATT's congressional nemesis is looking to add to the battle.

I have to say it's pretty amazing to me what Congress focuses on, but the letters from the FCC inquiring about GoogleVoice make clear that this is going to be dragged into the bigger discussion.

First of all lets talk about the letters.  The FCC's letter to Apple
Apple letter 7 31 09.pdf wants to see if ATT drove the decision or had any influence.  I think Craig Moffett is right to suggest that if that were the case, it would be more courtesy than control.

Though as a former President of a major phone company used to say, If you leave a telco witness up long enough they will confess to anything.

Now the ATT letter AT&T Letter 7 31 09.pdf gets into the general distrust and expands the discussion to ask about blocking applications as well.

Finally the Google letter Google letter 7 31 09.pdf ends with concern as to whether Android has similar strategies as Apple.

Embedded in the documents are a bunch of questions about Rural Services and Network Neutrality to the ATT & Apple relationship.  Particularly when taken into consideration of the Markey Bill.  It has brought to the attention of the Congress that the Stimulus may leave the unserved and underserved with a network that does not have sexy devices like the iPhone on it, which is not what their constiuents want to hear. 

The people want device freedom, and Congress may give it to them.

On the business side of the equation the resignation of Eric Schmidt from the Apple board is probably long overdue.  The companies have been expanding the Ven Diagram of overlap with Android, Chrome, MobileMe, Safari, etc.

While the two companies could have been the best hope for a level playing field of interoperability, we are probably not going to see either side be their better selves for a while.

Adobe and Oracle (Java) are two other companies that may have a desire to contribute to the discussion.


























If ATT has Apple, and Sprint has PalmPre, VZ & RIM

July 28, 2009

The Key to the Future is the Internet.

Verizon WIreless says the Future is Open

July 28, 2009

"This an enormous shift for Verizon" - Jim Basilie RIM

New marketing message comes through loud and 'Clear' in Vegas

July 23, 2009

Our quick impression from a full day and a half spent inside the Clearwire bubble, at the company's "official" market-launching event in Las Vegas on July 21: The nascent national WiMAX-providing company seems well past its sometimes-confusing stumbles of 2008 and into full execution mode, showing it can put on a confident, coherent local event even as its overall marketing, pricing and demographic messages remain somewhat a work in progress.



The ability to stage a fairly seamless, fun and informative day on the small stage of Las Vegas still doesn't answer how Clearwire will fare when it takes on the bigger challenges of market launches in places like Chicago, Dallas and Philadelphia, which still lie ahead on the company's ambitious 2009 rollout schedule. But embedded within the Vegas-flavored parts of Tuesday's proceedings were some new, strong marketing messages, which, if coupled with continued execution on the networking side of things, should bring cheer to Clearwire investors, partners and customers as the WiMAX express rolls onward.

While we'll dive deeper into some of the proceedings and interviews we conducted during the event in later posts and reports, Clearwire followers should remember the line "more for less," which we heard quite often Tuesday and will likely hear again and again at subsequent launches. Until now, a big problem with Clearwire's WiMAX offering has been that the company itself didn't know how to best position it -- how exactly do you best pitch a service that delivers wireline-like broadband with the mobility of a cell phone? Before the Vegas event, you could and often would get different answers depending on which Clearwire executive you spoke to.

Tuesday, several different executives all seemed to be "on message" with the cost-saving idea, making it pretty obvious to anyone listening that Clearwire's promise was mainly about giving you more of what you need -- mainly Internet access -- for less.







Samsung Selling Mondi MID for Clear WiMAX, $449 Unlocked

July 22, 2009

When we told you this morning that the Samsung Mondi MID was going to be available soon, we didn't know that soon means now! After chatting with Samsung's Kim Titus, he told us the device is available now in an unlocked format directly from Samsung for $449 ($454.94 with shipping). And on Aug. 1, Titus said the Mondi will also be available in Clear stores and Best Buy locations in all live Clearwire markets (Baltimore, Portland, Ore., Atlanta and Las Vegas), at the $449 unlocked price as well as a $349 option with a two-year Clear contract.

We played around with the device a bit at the Clearwire Las Vegas launch event, and were impressed how well the touch-screen and software keyboard works. There is a hard keyboard too.

Apple vs. Palm Part 2.0

July 16, 2009

It's official Apple has proven themselves to be just one more brick in the walled garden.

Apple provided their equivalent of the Carterphone decision was needed when they blocked the PalmPre from using Itunes.  In other words, it was okay to let people on windows use it, but not for them to have it.

Very interesting.

We are definitely in a new phase.  This reminds me of when all the wanna-bes wanted to attach to AIM and both sides had teams of developers.
Eventually of course the problem was no longer that interesting.

Legally, Apple has the right to do what it wants.  Its a free software package.

The questions is does that show them as a good partner to the companies who look to make revenue from the downloads.

Is this an opportunity for Limewire to support the legitimate revenue models?
It should be interesting to see what happens.













Devices What Catches your Eye!

July 9, 2009

I walked over to Best Buy with Rich Tehrani, as a result of the 99 cent promo for a Compaq netbook with Sprint service.  Counting the floor model which had to be initialized while we talked, they had 2 in the place and no one seemed that particularly interested in selling them. 

"Tell me about the service?", was responded to with that the Mobile department. 

"So is the chip embedded or do you need to use the USB?"  once again the mobile department.

Saw a mobile person I am on break was the reply.

Ah, the joys of Retail.

But the engine is selling machines's Asus just reported a 49% increase in sales over last month which 34% Year of Year.

And i get the alert that T-Mobile was pre-selling the next Gphone.  Which I obviously need.

Its embarassing watching Rich try to like my Gphone.  He just got the iPhone 3GS and it is improvement and he loves it.  I pointed out that his VZ device was his prior method of surfing and he told me the Iphone had taken over for him.

For me the Gphone is still the right tool.  My big issue is getting my data from my gmail account and the synchronization between my contact needs in gmail and gphone is pretty good.

Mind you I could give you a list of improvements I want.
Support for .vcf on the Gphone, better dialing functions from email (like Peter Kalmstrom did for Skype), better linkage to the calendering function as well.

But given i am now on a mac, gave up on mac as a trusted place to put the address book, I feel safer in the cloud then on the device and that makes Google my choice.

In the anecdotal observation mode, I still have yet to find a MobileMe advocate.  Power users on the iphone are still all about the device.

Mind you the tools continue to improve on the iPhone, the latest commercial with the video edit I think is a good sales tool for the youtube fanatics of this world.

After all its a visual world, and when LTE comes along i think that will be the story.


























Best Buy Gets Smart about Mobile

June 25, 2009

Yesterday, Scott and I were busy traveling to meetings in the city with companies in three separate sections of town.  At one point we past the Best Buy Mobile store at Union Square.  I wanted to jump in, but we were in a time crunch.

If you read the press release of the Best Buys earnings you discover that smart phones are pretty profitable for the retailer.  So much so they intend to add another fifteen stores under the Best Buy Mobile broad.

And its not just smart phones they want to display there but netbooks as well.

At the retail level the term Mobile Internet Device [MID] seems to be missing.

It maybe that with the advent of certified WiMAX rolling out this fall, the term MID starts to catch on.  Talking to Ari Zoldan yesterday, I was impressed with some of the devices solutions he was offering that was carrier independent.

I don't think this is the place where Best Buy makes its margins, I think they are somewhat carrier dependent for the margins on the smart phones.   So it will be interesting to see what kind of bundles start to happen with the netbooks.

I purchased a netbook separately from the Verizon MiFi from Novatel.  But and the HP Verizon bundle may have value to others.

Bottom line though is the Wireless Internet market is about to explode and it should be fun to watch.













Twenty Reasons to like RIM over Apple

June 23, 2009

Anton Wahlman, a good friend, who helps focus money and hedge bets, sent me this note.    

1.      Blackberry is a fully encrypted military-grade secure platform,
with 100% market share at FBI, CIA, White House, Congress, Department
of Defense, major consultancies and major investment banks.  There has
never been a virus or security breach on a Blackberry.  iPhone is
filled with security vulnerabilities.





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