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4G

Flexible Samsung Screens and Jim Cramer's Mistake Round Out Tech News

December 20, 2012

Samsung to show flexible screens are coming to a smartphone and tablet near you but what still needs to be worked out is how to get multicore processors and batteries to bend along with them. Moreover, what happens when you bend them too far – do they just snap, pouring the guts of the battery onto your lap or dinner plate? We still have some time on this tech but the progress is promising. Can’t wait to see it (and bend it) at CES.

Chinese Government Funds Global Telecom Roll Outs Through ZTE

December 20, 2012

With global uncertainty the norm, many carriers have struggled to get financing for new infrastructure projects and in fact they have been a bit hesitant to spend on areas other than wireless where ROI is much more predictable. Subsequently, the financial challenges facing Alcatel-Lucent, Nokia Siemens Networks, ZTE and others aren’t expected to dissipate any time soon. What may be a surprise to some though is how ZTE, a Chinese telecom equipment manufacturer with relatively low costs could have lost $414 in Q3 of this year while seeing sales drop by 13% and gross margins cut in half.

In response to this decline, China Development Bank (CDB) an entity controlled by the Chinese government has given the company a $20B line of credit at very low rates allowing it to streamline operations, continue its expansion and perhaps most importantly finance its customers’ purchases.

Tomorrow's Cloud, Optimized by Plantronics

December 19, 2012


Most people think of the cloud as being removed from the local environment because, after all, it requires the addition of a browser to access. But thanks to innovation from the people at Plantronics, the cloud can now reach through the browser and be closer to the user than ever before. In fact, the company has an SDK, which for the first time bridges the worlds of mobile and enterprise communications as well as computing. While CTI or computer-telephony integration is not a new concept, Plantronics uses its Spokes software as communications middleware to seamlessly connect mobile telephony with cloud-based or on-premise enterprise software.

How Apple Can Slow Samsung Down

December 18, 2012


Tom Keating at TMC reported today that Samsung is beating virtually everyone at virtually everything. He discusses how they have become the dominant TV maker but this isn’t such big news at this point. What is interesting is the company replaced Nokia as the number one producer of cellphones – not a huge surprise at this point but a huge milestone as Nokia held the coveted top spot for 13 years.

Why is Apple, a company with more consumer loyalty than just about any other company being threatened by Samsung?

The Fiscal Cliff Could Kill Super-WiFi

December 13, 2012

One of the most amazing turning points in technology advancement has been the US Government’s decision to allow unlicensed spectrum to be used in the form of WiFi. Instead of taking the short-term gain of revenue via spectrum auction, it was released for free for everyone to use. As a result, cable companies can compete wirelessly with 4G providers and they need no private spectrum to do so.

The point is, unlicensed spectrum has truly revolutionized technology and productivity. Think this through – even the companies who sell “competitive to WiFi” 4G service are benefiting from WiFi. Consider carriers often wheel in large-scale WiFi equipment to sporting events and other venues because of cellular capacity issues.

T-Mobile Finally Gets the iPhone

December 7, 2012

While spending time in a T-Mobile and Verizon store in the same city recently I couldn’t help but notice the customers at the Verizon stores were dressed better and seemed far more affluent. This makes sense as T-Mobile offers cheaper service and it is common for people who can’t afford an AT&T or Verizon data plan to unlock an iPhone from AT&T and activate it on T-Mobile. They then access data when WiFi is available for free.

The latest research I found from Strategy Analytics has the spread in ARPU or average revenue per user between these two carriers at $11.45 per month or almost $140 per year.

Google and Dish Were in Talks to Launch Wireless Biz

November 15, 2012

Some time back I commented on rumors of a Sprint takeover by Google and at the time many thought the idea was crazy. Fast forward a few years, tens of thousands of Android devices and a Motorola Mobility acquisition later and now Google is reportedly in talks to launch a wireless service with a number of companies including Dish Networks. As you may recall, Steve Jobs too wanted to launch a wireless network and if Google is seriously exploring this option this means Apple has to be doing the same.

The next frontier of advertising revenue for Google is mobile and if carriers and Apple decide to lock the company out of this lucrative market (even partially), then they have no choice but to own the wireless pipes.

Mobile Profits are Skyrocketing as 67,000 Are Laid Off

November 15, 2012

Mobile is not your father’s tech space.

 

Over the past two years, profits from the top eight mobile vendors has risen from $5.3 billion to $14.4 billion for a whopping increase of $9.1 billion and all this while over 67,000 people have been laid off in the technology. How is this possible you ask? I posited a similar query two months ago regarding Corning’s shares losing value – even while they supply Gorilla Glass to much of the booming mobile market.

Why Apple Needs an iLane Bryant Phone

November 7, 2012

It may seem obvious that Apple needed to offer a smaller iPad now but when I suggested the idea in November of 2011 I received criticism from many who thought Apple didn’t need to “dilute” its product assortment of iPods and large iPads. Steve Jobs also disagreed with me but as Henry Blodget points out, Steve was wrong.

And this was a rare misstep for Jobs who showed a God-given ability to know what consumers want across various industries -before even they did.

The challenge however for Apple remains the same as the one I pointed out when I first tested the Motorola Droid X.

The reason Apple lost the PC war had to do with the open nature of the PC market – where competition led to a huge price/performance advantage for computers based on the Microsoft operating system.

Verizon Wireless Back to 97.2% after Sandy

November 2, 2012



Living through hurricane Sandy in Connecticut maybe eight miles from the shore shielded me from believing the damage would be as bad as it was. Much of the state – by the Long Island Sound especially, got slammed. By now you have likely seen the photos and videos of the damage. Especially lower Manhattan, Staten Island and New Jersey.

Back to Connecticut, I may never have seen so many trees down in my life and many cities near where I live had over 70% of their residents without power immediately following the storm.



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