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AT&T

Massive Lines for iPad 2

March 11, 2011



Larry on my IT team was nice enough to scout around Norwalk, CT looking for an iPad 2 for me and this is the photo he sent back from Best Buy. Larry says at least 60-80 people were in it. The going rate to cut the line is $500 BTW. The AT&T store across the street from TMC HQ had four units and they sold out quickly. And forget about getting many retailers carrying iPads to even think about answering phones today.

It is obvious that Apple has built tremendous consumer trust and if a tablet manufacturer even dreams of penetrating Apple's massive market share they need to way over deliver.



Comcast 100 Mbps Voice and Data Service Unveiled

March 11, 2011

Comcast has just introduced 100 Mbps voice and scalable voice service in in California and the bundle shows the cable provider is very serious about becoming a major player in the fixed-line voice and data business. Combining Sharepoint, Exchange Server and antivirus software, Comcast Business Class Internet is a viable solution for companies who want to outsource much of their information technology needs to their carrier.

For more, I reached out to VoIP blogger and tech enthusiast Andy Abramson for his thoughts:

"This new effort combines the Docsis 3.0 cable modem standard with the acquisition of NGT by Comcast.

Earthquakes and Tsunamis to Help or Hurt Cloud Growth?

March 11, 2011

If your cloud services relay on a data center which is in an area affected by a natural disaster and your users or home office is not, you probably look at the recent disaster in Japan as a negative for cloud-based services. the reality is however that once your services are in the cloud, you will be able to more easily have access to computing resources which are geographically dispersed.

Moreover, generally speaking, a data center is more resilient to natural disasters than a typical office would be. This is the case for example with the Terremark building in Miami, FL which while located in a hurricane zone, is one of the most disaster-proof structures you will find. This is likely why the US government virtually owns an entire floor of the building and moreover why Verizon decided to buy the company as it expands its cloud strategy.

Larry Dignan has more analysis on the topic at ZDnet and its worth a read.



iPad 2 Demand Could Be Much Greater Than Expected

March 11, 2011

The iPad 2 has only been on sale for a few hours online and already shipping estimates have gone from 3-5 days to 2-3 weeks. Perhaps this isn't too surprising as analysts believe 15-20% of users of the original iPad will upgrade. This includes me by the way.

Some are calling for 600,000 iPad 2 devices to be sold this weekend in over 10,000 stores from AT&T, Verizon, Wal-Mart and many others.

Perhaps we shouldn't be too surprised as we know the price of trade-ins on original iPads has been dropping since the announcement of the new device. Mashable has more on whether you should order online or in a store.

My take is if you can't wait, order one online and stand in line this weekend if you find a store with one in stock.

Update 3/14/11: The delay is now 3-4 weeks according to Apple's site.







Does Sprint Merging with T-Mobile Make Sense?

March 10, 2011



As Tammy Wolf reports in the TMC Newsroom, Sprint and T-Mobile may merge, allowing the weakest national wireless carriers to merge resources and become more credible against the threat from AT&T and Verizon. If there is one thing the wireless industry has learned these past years is network quality is the largest differentiator from a marketing perspective and as these wireless companies all will support LTE and most likely many of the same devices, carrier's likely can't count on an exclusive killer device as much as they did in the past.

In other words, if Verizon and AT&T had both used the exact same network technology, we may have seen Apple support both networks earlier on. Moreover, if there is a merger, all three providers will likely be about the same size in terms of customers meaning better negotiating power with device manufacturers - not to mention equipment providers.

Carl Ford, co-founder of the 4GWE conference thinks the fact that there are relatively new CEOs at Sprint, T-Mobile and Clearwire bodes well for a deal which is currently at the rumor stage. I tend to agree.

It seems to me that the need for these companies to get together is predicated on the fact that there is a perception issue in the US that Verizon has the best network and the others just aren't as good.







Lifelapse May be the Livestreaming System of the Future

March 10, 2011

Recently at ITEXPO I explained to many at the 4GWE speaker dinner that the future of the web is livestreaming from mobile devices onto social networks. A lanyard would be developed to hold your iPhone in place as it records everything that happens and the information would get posted directly to Facebook accounts.

Dave Burstein of DSL Prime told me that carriers wouldn't be able to keep up with the traffic from all these HD streams (he is probably right) - but as I argued with him - this won't stop users from doing it. It's a logical progression from sharing text to pictures to video clips to live video streams and all we needed to make this a reality is the proper way to hold our phones in place so they see the same view we do as we go through life.

I just came across the Lifelapse Experiment and it is a lanyard around a person's neck which holds up a cellphone along with software to livestream your life. Its all very new and you can sign up for the Beta program now if you wish.

Any financial analyst focusing on the wireless market who isn't taking into account the pent up desire for consumers to livestream is simply out of touch with the future.





Skype Pre-IPO Report Card

March 7, 2011

It was back in 2007 when my fellow bloggers and journalists told me that Skype was a dog, had no future, couldn’t make money and wasn’t going anywhere. I begged to differ – the way I saw it the company simply didn’t execute on its potential. I quickly jotted down 11 ideas the company should pursue and in my post I even offered myself to Meg Whitman as a consultant to help implement my ideas.

Fast forward a few years and Meg is gone, and the company was sold and is now implementing the ideas – slowly but surely but many have been implanted in the last week which is why this analysis makes sense to present today.

The Other Side of the iPad 2 Hype

March 3, 2011

While virtually every article you read about the iPad 2 release is positive and I expect it to be a hit - I already instructed my team to get one for me, there are two sides to every coin. For example, Seth Weintraub has a great piece on CNN/Money - Fortune the Steve Jobs Reality Distortion Field where he discusses how information is being presented in a potentially misleading manner.

Perhaps the item which is most shocking is claiming the iPad 2 is the first tablet to ship in volume with a dual-core processor. The Dell Streak 7, Motorola Xoom for example both are shipping and have dual core processors. Moreover the Atrix is a dual-core phone which is shipping in volume.

The question of course is what does "in volume" mean?



iPad 2, What You Need to Know

March 2, 2011

Apple has done it again with the iPad 2 - it has a dual-core A5 chip which is up to nine-times faster as well as two cameras for FaceTime communications and a self-cleaning cover which comes in a plethora of colors and magnetically attaches to the device which still boasts  battery life of 10 hours. As usual with Apple, they think things through far better than other companies and their new cover also folds in a number of ways allowing it to double as a stand in both landscape and portrait modes.

The screen improves as well with LED-backlighting which is common on higher-end televisions. There is also a three-axis gyroscope which works in conjunction with the accelerometer and compass to give the software infinite information about what is happening with the device. Expect iPad gaming to get even better.

There is also video mirroring allowing you to easily connect your iPad to a TV - even if you don't have an Apple TV - you just plug in a digital AV connector sold separately and you are good to go.

Moreover there is new movie editing and music software which makes it that much difficult for other tablet makers using Android to catch up with Apple's decade-long multimedia advantage.

The iPad 2 is available on March 11 and starts at $499 - existing models will drop in price by $100 for now.

Carrie Schmelkin has more on this thinner, lighter iPad on TMCnet.









Yes, Most Tablets Will Still Fail

March 1, 2011

Two years ago I warned readers that most tablets will fail and since that time we have been waiting for all the tablets to come out so we can determine who the winners and losers will be. Obviously Apple and Android-based devices look safest at this point but likewise we can feel fairly confident in products from RIM based on the company's history.

I just came across an article on TMC's InfoTech Spotlight site where Doug Mohney explains fairly convincingly why this is the case and moreover how the idea of an $800 tablet selling in massive quantities is unlikely based on simple supply and demand analysis coupled with the simple fact that people who wanted a tablet already went out and purchased an iPad.

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