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Rich Tehrani
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| Communications and Technology Blog - Latest news in IP communications, telecom, VoIP, call center & CRM space

Apple

Apple Market Cap, Cisco Earnings Beat and Amazon Sidesteps Apple

August 11, 2011

I am up in Mass visiting some companies in the area and doing a presentation on the state of communications and tech markets - so while I am offline feel free to visit other parts of the TMC network to check out the latest news and analysis.

But before I sign off - some of the most interesting stories recently have to be Apple becoming the most valuable public company in the world, Cisco beating lowered expectations and Amazon leveraging HTML5 to allow Kindle reader access via web browsers.

Let's start with Cisco first - the company has put out so much bad news lately, the fact that this bellwether had a beat actually helped the entire stock market regain confidence.

If you missed it this morning, it seems hedge funds and others who are short the markets are pushing rumors of European banks having tremendous problems. This is exactly what happened with the Lehman Brothers collapse in 2008. Markets have the ability to drive companies into insolvency by stoking the flames of fear, uncertainty and doubt. The good news for those who are looking for stable financial markets is that as of this writing, the networking giant is up over 16% to $16.02.

The other two news items are huge as well - Apple, a company in the hardware space - an area we all consider a commodity has used a combination of leading-edge supply-chain management, a massive cash horde and brilliant design and usability to become more valuable than any other company in the world.

And with their locked-in ecosystem, the amount of revenue it will continue to generate via its music and app stores will continue to grow for years.









Cablevision Brings TV to iPhones and iPods

August 9, 2011



A few months back, Cablevision released an iPad app allowing consumers to watch hundreds of channels and thousands of video on demand titles. How successful was it? Well it was downloaded more than 200,000 times making it one of the major killer apps for the iPad. Now, the same app has come to the iPhone and iPod Touch. The only limitation of the software is it only allows you to watch TV in your home or as far as your home WiFi network extends.

Adobe HTML5 Tool, Edge: What You Need to Know

August 8, 2011

An in-depth interview with Paul Gubbay, VP of, Design Web and Interactive at Adobe Systems

The move to HTML5 is one of the most exciting developments I have seen in tech as it ties together cloud, mobile and the concept that programmers should be able to write once and have their programs run anywhere. Moreover, the hundreds of millions of Apple iOS devices that do not support Adobe Flash do/will support HTML5 and as websites slowly begin the transition to this new web standard, every tablet should for the first time be able to view most every webpage.

It’s no wonder HTML5 is being credited with allowing a 15-year post Internet boom mega-cycle.

A few potential casualties of the HTML5 revolution are app stores who have a lock on the real innovation taking place on their platforms and of course Adobe – the company behind the Flash standard which has made the web a much more robust and creative place.

Skype for iPad is Baaack

August 2, 2011

Skype for iPad is here!

It was much-anticipated, released, then pulled, then re-released and it works great. The company said there were problems with it causing them to pull and then release it a few hours later. (Update) TMC's Erik Linask thinks the problem is related to chat bug. There isn't much to say except it has better quality than the iPod/iPhone version but the front-facing iPad camera is certainly a major limiting factor in the quality of the video calls you will experience.



An additional feature beyond what you can do on the iPhone is the ability to chat while conducting a video call.





Anthropomorphized Ads Go Mainstream.

July 29, 2011

Anthropomorphism or assigning human characteristics to nonhuman objects is alive and well in the world of advertising. Perhaps the best example of advertisements which embody this technique are of the “Mac Vs. PC” variety where the Mac character is young and hip and the PC is cross between Bill Gates and Seinfeld's George Costanza.

Back in 2007, voicemail transcription service PhoneTag, formerly SimulScribe put out an anthropomorphized video as well which is a take-off on Apple’s ads.

 

Expert Opinion: Pandora is Less Engaging

July 28, 2011

For well over half a decade, radio has been a one-way medium allowing you to listen to a station or change it. Until Pandora and other streaming radio stations like Slacker and Spotify, radio spoke to you and you basically took what it gave you. If your favorite DJ got on your nerves or the music mix was not what you wanted, you had little choice.

Moreover, if you wanted to know what song was playing or to see the album art, you were stuck.

Living in a Post-OS World

July 28, 2011



Two of the major drawbacks to a perfect cloud-based existence where the browser serves all your needs are speed of remote apps/services and UI flexibility. It just so happens, two news items have coalesced recently to help usher in the post-OS world. You see, while the tech pundits debate the idea of a post-PC world, companies like Google are going a step further and hoping to get rid of the operating system on the tablet, PC, smartphone and just about any other computing device you use.

HTML5 is one of the primary drivers of the flexible new UI allowing truly customizable media to be shown to users.



Strobe Keynote at DevCon5

July 27, 2011

iOS Allows Apple to Correct Microsoft "Mistake"

July 27, 2011

If you look back at the early days of Apple, Microsoft has been a major supplier to Cupertino's customers virtually from day one. Even today, Microsoft is the go to software provider for not only Macs but PCs. So whichever platform you choose, Microsoft wins.

Microsoft Exchange too is a sales monster and it licenses ActiveSync to mobile companies who want to connect to it effectively.

Microsoft's operating income by division - Office and business software is a major contributor. Chart courtesy of Silicon Alley Insider

 

This overwhelming dominance however has changed drastically in the world of iOS - and if the momentum of Apple continues, what will become of Microsoft's Office business?

Writing on TMC's TechZone360 site, Rob Enderle asserts that Apple is correcting its "Microsoft Mistake" from its early days and its iWork productivity suite effectively shields Apple from having to rely on Microsoft for anything. From my perspective, ActiveSync is the only exception.

And if you're Microsoft and you have a chance of losing major OS share over time - this is happening now, you need to be sure you have software for major tablets which is so superior that customers have to have it.











Will AT&T, T-Mobile Merger Slow Wireless Innovation?

July 25, 2011

AT&T has done an incredible job of getting special interest group after group to endorse its merger with T-Mobile, saying it will provide better broadband access for minorities, rural subscribers and just about any group of people you can think of. The broader gay community too has endorsed the merger - apparently transgender-Americans have been hoping for the day when there was one less GSM provider to choose from.

Here is how the system works - AT&T has hundreds of thousands of workers and inevitably large numbers of them in myriad groups. This in turn coupled with large contributions to various organizations and associations is rewarded with the reciprocal endorsing of anything AT&T requests.

To help grease the wheels even further, AT&T has further upped its lobbying budget by 58% according to PC Magazine.

AT&T is doing the smart thing by getting rid of its sole GSM provider allowing it better negotiating leverage in its roaming agreements with foreign carriers and gaining the ability to raise rates with one less major competitor to depress market pricing. It will also gain more leverage when negotiating with hardware and software companies.

An anti-merger video by the Free Press Action Fund



If the US government blocks the deal it will be because the remaining major companies AT&T and Verizon will have so much share that they are effectively a duopoly at about 80% - allowing them to raise prices at will.

Again, if you are an AT&T or Verizon shareholder, you likely want this merger to happen and AT&T is serving its short-term  shareholders well by seeking this transaction.

But the challenge I see is that with one less major telecom carrier in the US it becomes that much more difficult for innovative start-ups to launch, get funding and hold their breath long enough for a carrier to buy from them.















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