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Apple

Apple Shatters the Hardware is Unprofitable Rule

January 21, 2011

What you can learn from a company that shatters conventional wisdom like an elephant in a Swarovski store

Before you line up the virtual rotten tomatoes to hurl at me through the screen I want to give you the following disclosure… I am going to defend Goldman Sachs. You see, John Cassidy just wrote an article in the New Yorker to explain that is Apple twenty-times as profitable as Goldman Sachs when measured by return on assets.

He goes on to explain part of the reason is that Apple doesn’t record its patents for products like the iPad as capital – then again he points out Goldman doesn’t do this for its trading algorithms either.

Find My iPhone Service Down?

January 20, 2011

It seems Apple's Find My iPhone service at www.me.com is down and repeated attempts to login are met with login errors or this message below.



This outage is ahead of schedule according to the status page which displays the following message:

Due to scheduled maintenance, MobileMe members will be unable to access most of the web applications via me.com. However, members can still access Find My iPhone or Account by manually typing me.com/find or me.com/account respectively. Normal service is expected to be restored at the end of the maintenance window. We apologize for any inconvenience.






Former FCC Chairman Kevin Martin to Keynote ITEXPO

January 20, 2011

I just got word from my team that Former FCC Chairman Kevin Martin will be giving a keynote at ITEXPO on Wednesday, Feb 2nd, 2011 at 5:00 PM EST at the Miami Beach Convention Center! This is huge news and as a result, I apologize in advance for some scheduling changes we'll be making to accommodate his participation.

Two things are worthy of sharing:

  1. FCC Chairman are best as speakers when they are not chairman... Only then do you get any insight on their positions on various matters. I learned this when FCC Chairman Michael Powell gave a great keynote to ITEXPO attendees a few years back and was able to speak freely.
  2. Chairman Martin will speak about the femtocell market and related topics such as LTE/4G in a 30 minute presentation which will be followed by Q&A.

This addition makes the event that much more critical to attend and we hope to see you in two weeks in Miami at ITEXPO East 2011 and collocated events.

Tom Keating's take.








$25 Per MB for M2M Just Tip of Iceberg

January 20, 2011

Stacey Higginbotham points out $25/MB is a tremendous amount of revenue and a great reason for carriers to love M2M. Another reason carriers love it has to do with the fact that that the old models of ARPU, churn and device subsidies go out the window. Sprint's Wayne Ward explained this to me in October of 2009 and went on to say you don't even need to deal with customers regarding rates as the machines do all the talking.

Finally, he explained you can even use your older networks as M2M apps typically do not require tremendous speed or throughput.

Obviously these are some of the reasons why carriers are excited about the M2M market - not to mention market projections of 2.1 billion M2M connections in ten years. This is up from 61 million today.

Steve Hilton Principal Analyst at Analysis Mason says, "With a year-on-year growth rate of between 36% and 52%, M2M seeks to be one of the fastest-growing connectivity sectors in the next decade."

All this M2M talk reminds me of the upcoming M2M Evolution conference in Miami in two weeks.







ShoreTel Filling the Nortel Void?

January 20, 2011

Jeff Wiener at The Telecom Blog predicts 2011 will be a huge year for ShoreTel and as supporting evidence he cites distribution deals with Catalyst/Scansource and Westcon - traditional Avaya partners. He quotes ShoreTel's Kevin Gavin who says the company is looking to fill the void left at the table in the wake of Avaya's Nortel acquisition.

Indeed, ShoreTel has been seeing positive momentum in terms of perception - there is no question about that and I wouldn't be surprised to see them gaining market-share in the future.

Mitel could have certainly been the company to step up to the plate - they have always had great technology and the Inter-Tel acquisition of a few years back really broadened their product line and distribution. The challenge is the company's outward communications have been spotty - they promote themselves and then go dark. Mostly they're dark.



Steve Jobs Takes Leave and Mobile Tax Filing (Video)

January 19, 2011

5 Travel Apps (Video)

January 19, 2011

Adtran, IBM, Apple Blow Out Earnings

January 19, 2011

ITEXPO gold sponsor and TMC Global Online Community customer Adtran just announced blowout earnings – fourth quarter profit doubled and sales grew 33%. Net income was $35.96 million or $0.56 per share. Broadband growth was 75% over the previous year led by sales of the Total Access 5000 platform while internetworking grew 37% and optical grew 24%.

Some of this growth was likely due to the Government’s Broadband Stimulus rollout but the declaration of a 9 cent per share dividend shows there is strong confidence that the company sees a bright future even as the program has ended.

iTunes Opens to Adult Content

January 19, 2011

Playboy to be the first confirmed adult content offering on Apple’s industry-leading tablet





I’ve been extremely critical of the iTunes App Store because I don’t believe we should allow companies to censor applications and other content. Now it seems, the rules for the Apple App Store may be loosening as Hugh Hefner tweeted that uncensored issues of Playboy will be available on the iPad in March, 2011. This is likely going to be one of the offerings relating to the new subscription model available in the store and to be leveraged by News Corp with their launch of The Daily.

Obviously I believe the less censorship, the better and this is great news for Apple customers as it gives them the freedom to do what they want with their devices. It does seem ironic though – since Steve Jobs himself said in May of last year that these restrictions were put in place to give customers freedom from porn. But for Playboy lovers, it seems this loss of freedom will likely be met with big smiles.

Update: Apparently, Hefner was referring to a Safari-based service which will be uncensored.







Wireless Costs Plummeting Yet We Pay More

January 18, 2011

It’s funny really, we keep hearing how much lower wireless costs are but in reality carriers are devoting almost all of their resources to wireless upgrades and marketing because they are making a killing. And yes, as rates go down, companies seem to be spending more and more and more.

That’s why I was happy to see that The Telecom Expense Management Industry Association (TEMIA) will be at ITEXPO in Miami two weeks from now helping companies of all sizes manage their wireless and other telecom expenses. Telecom costs are not a given and an entire industry of telecom expense management companies have evolved over the years to help organizations manage the complexities and escalating costs of voice and data plans of the wired and wireless variety.

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