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Rich Tehrani
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AT&T

As Predicted: Apple Pays Less For Components and Charges More for Devices

May 31, 2012

I recently had a chance to use the Nokia Lumia 900 and at the local AT&T store here in Norwalk, CT – the device sells for just $49.99. The phone is gorgeous and powerful and is cheap. If you order the phone online in fact you pay $99 so in select stores you get a 50% discount. If you call the same AT&T store, the automated system even tells you about the Lumia 900 before you are able to speak with a live agent.

15 Things to Know About Tim Cook's Comments

May 30, 2012

Last night Apple's Tim Cook was at The All Thing D tech conference and this is what you need to know about his comments:
  1. He says he will blow us away in 2 weeks at the WWDC
  2. There is more the company can do with Facebook he says - will there be a Facebook branded phone from Apple I wonder.
  3. iPads will be bigger than PCs
  4. Microsoft will suffer if it brings the PC "baggage" to the modern tablet which he says Apple invented
  5. We have a culture of excellence thanks to Steve Jobs
  6. We are doubling down on product secrecy
  7. He wants an Apple product made in the US - the glass for the iPhone and iPad is made in Kentucky today
  8. We need a shift in the US economy to support tool and die skills and a different educational system to bring manufacturing jobs back to the US
  9. Gives a wishy washy answer on the patent wars - he says they are a pain in the ass but it seems Apple patents are viewed as more important than others he believes should be easily licensed
  10. We will keep "pulling the string" on the Apple TV to see where it takes us
  11. Won't say if they are making an "Apple TV" a new real TV but says people aren't pleased with the current TV experience
  12. When looking at acquisitions they don't look for revenue but skills and products instead
  13. Siri will improve over the next few months
  14. Apple does not need to own a carrier or cable company
  15. Apple knows Ping "sucks"

And there you have it - a bunch of rumors have just been killed off if what Cook says is accurate. It will be very interesting to see if there is big Facebook news in the near future and if it puts a floor under the social networking company's stock. Overall Cook did a great job sharing a good amount of information but not giving away too much about the future. He walked the line perfectly and to read more check out this post from Jay Yarrow.


Why Facebook Needs a Phone

May 29, 2012

Facebook as the dominant social network is becoming the replacement for the phone. Nowadays in fact it is fairly common to use Facebook as the primary way to stay in touch with others – especially among those under 30. The point here is that the phone is becoming the Facebook communicator.

And with mobile adoption continuing ta a blistering pace – many people have multiple mobile devices in fact, Facebook should be sitting pretty, right?

CableWiFi: Cablecos Offer Free Roaming on 50k+ WiFi Hotspots

May 21, 2012

If you happen to be a customer of Bright House Networks, Cablevision, Comcast, Cox Communications or Time Warner Cable, there is some really good news in the form of an official sharing agreement of WiFi spectrum allowing customers of any of these cable companies to gain access to the WiFi networks of any of the companies.

In Norwalk, Connecticut or Cablevision country, you could drive a few dozen miles in one direction and run into a Cox Cable jurisdiction and a few dozen miles in another direction gets you into Time Warner territory. Of course your situation may vary but it is great to know that as you travel around the US you will have access to lots of access points which were once off limits.

In April, 2010 some of these providers stuck a similar deal but to date I have never been able to successfully use WiFi belonging to the other providers - just Optimum WiFi provided by Cablevision.

Perhaps I will have better luck with the new network which has the SSID of CableWiFi. In a perfect world - you log onto this network and use it as you roam this vast country we call the U S of A.

The best news is as 4G providers start to become more restrictive on their bandwidth use, WiFi networks provided by the cablecos will come to the rescue meaning consumers will have to think long and hard before switching from cable to telco-based service home broadband.

Could Verizon and AT&T counter this offer with their own "bundle" of wireless and landline service? Yes, absolutely.









The Most Comprehensive Interop 2012 Video Interviews

May 16, 2012

In case you missed Interop 2012 in Las Vegas and even if you were there – I have some really good news for you. TMC was there and we shot about seven hours of the most important and engaging interviews possible. We have all the companies you need to know about in spaces such as private and public cloud to big data, analytics, network testing and more. We spoke with the small upstarts and the giants like HP, Cisco and IBM.

Blackberry 10 like Siri uses Productivity to Differentiate

May 1, 2012

Apple's iPhone 4S is perhaps most known for Siri the built-in personal assistant which has had mixed reviews. Still, in-part because of this feature, the company has sold iPhones by the boatload.

RIM, who is fighting to regain market share has come at the productivity game from a different angle - the predictive text technology in its soon to be released Blackberry 10 OS is much-improved and has the potential to drastically reduce the amount of time it takes to communicate on a smartphone or tablet.

For information workers - it seems the more you work, the more there is to do. Especially when you consider the huge time suck associated with social networking, watching online video and gaming and book-reading on the go using the latest crop of tablets.

Although it is soon to say that RIM has nailed it with its new OS, it does look better than previous operating systems from the company. Now the question is how long before the functionality is copied by others and the patent war over this feature begins?

See analysis from the AP, a hands-on review from CNet and comments fom USA Today.







Are You Ready for the Identity Economy?

April 28, 2012

With Facebook’s value being pegged around 100 billion dollars; it is easy to see why many are calling identity the new oil of the internet. And one company, UnboundID is looking to become the leader in this bold new frontier which they call the identity economy. By allowing companies to buy, sell, trade and leverage customer information the company allows their customers to combine this information with others in order to add value to themselves as well as end users.

An example of this concept in action is logging into a site using Twitter or Facebook – end-users hate to answer questions online and indeed many will abandon a site which makes queries which take their time.

HP: 50% of Organizations Use Non-IT Sanctioned Clouds

April 24, 2012

For traditional hardware vendors who have strong relationships with information technology departments, the idea that cloud computing, one of the hottest trends to ever hit the technology space is being purchased without the consent or guidance of IT is quite scary. If you’ve been selling servers to a company for decades and all of a sudden the employees within that organization start to buy their own resources, effectively sidestepping an established relationship, you can rapidly see yourself disintermediated.

In fact, 50% of organizations use non-IT sanctioned clouds according to research sanctioned by HP. Moreover the company found 18% of companies were unsure if their users were using cloud computing services without the knowledge of IT.

Determining if There is a Spectrum Shortage

April 19, 2012

Those of us who have been in the wireless space for years take for granted that there is a spectrum shortage but the New York Times had a compelling story discussing how spectrum sharing and smart antennas will help alleviate the problem. They even have a quote from David P. Reed saying that radio frequencies are not finite.

TMC's Peter Bernstein disagrees with this last point and has some interesting thoughts on the matter worth reading.

To me the debate is fascinating and is similar to arguing if we have run out of space on the island of Manhattan. On the one hand it has been built up to capacity except perhaps a few parks and other areas. But on the other hand, we can continue to purchase, knock down and build taller buildings to add more capacity.

But if New York land was spectrum, whenever a taller building is constructed, some of the units would be forced to go to competing landlords.





Is the Post-PC Era a Myth?

April 16, 2012

The way one should interpret the term "Post-PC" is "after PC" - implying that the world has changed from era to the next. Sarah Perez at TechCrunch does an admirable job of laying the case for what she calls the Post-PC era or alternatively - "PCs Everywhere" which I agree isn't quite as catchy.

In her article she discusses how Apple sold 37M iPhones in Q4, 15% of the official PC market is made up of tablets (mostly iPads) and Apple is now the leading "PC" vendor. Moreover smartphone shipments last year hit 487.7M while PC shipments hit 414.6M and the smartphone growth rate is 63% versus 15% for PCs.

So one would imagine once again that the phrase "Post-PC" means that there aren't going to be more PCs sold.

Gary Kim writes on IP Carrier that while global tablet sales are growing at 98% YoY for 2012, the PC market is expected to increase 4.4% and will increase to 10% in 2013.

The catch is - and there is always a catch, that most of these sales will be in emerging markets and will be for more portable computers - laptops, ultrabooks, etc. Kim makes the argument however that tablets may be 42% of total PC sales by 2016 - a staggering percentage.

The trend is clear however that portability and style trump virtually everything else when it comes to the tech space.









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