Index Guide to TelNotes if you are new to this blog
InfoStack Topics:
1) Horizontalization:
a) one of the developments that will free us up from the tyranny of networks is software interfaces addressing human sensory. Visual is one (QR codes, picture recognition) and the other is audio. I now do 80-90% of my text input on my Droid phone using voice to txt. Now Chrome 11 has that built in. Lack of which will likely hurt Ubuntu.
b) and 2-way video on droids is the tipping point that will break the networks open.
c) edge control of customer critical and the telcos are losing. Here’s another example. And the demand push/pull for mobile content is huge.
2) Upper Layers:
a) PayPal’s purchase of Fig provides another way of mobile wallet/payments; ubiquity.
b) markets always work around taxes; an overview of the freemium app model
c) The approach Guardly is taking is one to many and sort of many to one; at least they begin to address one of the issues of emergency alert systems; how to maintain database.
3) Middle Layers:
a) Google merging failed TV OS with Honeycomb and Android for all in one OS.
b) Lack of IPv6 impetus and tendency to default to NAT is why IP networks need settlement systems and not just bill and keep balkanized peering arrangements.
4) Lower Layers:
Market and General Interest Topics:
5) Industry Statistics and Events:
a) FCC panel on USF modernization focused on mobile wireless; not fiber.
b) Inflation? Read about The end of scarcity.
6) Business Strategy:
a) social media tells lies? Outrageous! Well, Bezos said books would be ordered on cellphones in 1999. Ok, so he was 9 years early. And Irwin Jacobs at Qualcomm told me he would have a fully functioning CDMA system in H2-1991; it was H1-1994. But the article focuses on some key issues; like symmetry of communications and patterns of communications can be used to determine who is important. That said, Conan has introduced F-cards for FB. Clever.
b) good article from Coke CMO who points to the synchronicity brought about by SM.
c) companies that cross silos and build ecosystems with competitors win. HBR article.
d) how web services/apps shift. Why Digg is declining and Reddit is rising.
7) Financial:
a) 2 articles on cable and media results; one focused on subs (warning signs); the other revenues (more positive). And why broadcast TV needs to adapt.
b) Sprint’s results will continue to lag, albeit at a less alarming rate, until they develop a marketing campaign that spins the positive on their bandwidth pricing. The winning strategy about the Dime program was that it promoted 10 cents, but yielded 14 cents.
8) Other:
a) Michael Arrington’s blog about his own investments. Quality journalism or self-serving soap-boxing? I think the latter, but does the market care and is it amoral? Actually it is simpler than that. The question to ask is, “if they come across bad or negative information, will they truthfully and fairly and accurately report it?”, or “will they look to their own self-interest and sell out before, or simply not report it?”
b) very cool watching the Royal Wedding as the spectators outside are watching on their cellphones and tablets! Take the poll. All live events will go this way.
c) Global internet culture developing. But I question do people actually want what they say they want? They seem to let a lot of their wants and rights get trampled on. And how many info streams do we need?
