Index Guide to TelNotes if you are new to this blog

InfoStack Topics:

1) Horizontalization:
a) do the recent cloud failures put a pause on horizontalization or centralization (our thesis is centralized hierarchical networks) because of potential financial liability?  No.  What it calls for is increased security between layers and from edge to core, better settlement systems, and redundancy everywhere!  The redundancy will be much more cost effective and ultimately less risk than what exists (or doesn’t) today.
b) BizWeek article on tech bubbles; PCs late 1980s, Web 1.0 2000, now?  All of these have one common denominator: network bandwidth availability or lack thereof.  The offset, and something I’ve mentioned in middle layer posts is that the new social media companies are working with data unlike anything the carriers ever did.  Zynga comes into possession of 60 billion data points every day!  Reminds me of a future that Hermann Hesse wrote about in Das Glasperlenspiel.
2) Upper Layers:
a) Group buying is stimulating a lot of local commerce and sales hiring.  Smartphone key to both sides of the equation; merchant and consumer. Don’t forget Mom!
b) here’s a phone you won’t find apple building.  Another reason I think people will want flexibility across devices that they can use in different settings.
3) Middle Layers:
a) wlx carriers must be breathing a sigh of relief, because if Honeycomb really did work, they would have an awful mess on their hands with tens of millions of tablets consuming 25x more capacity than average cellphones.
b) Square vs Verifone war takes new twist w/ security addition.  Ok, so it will reduce telephone charges for merchants and expand opportunities for e-transactions, theoretically; but will Square reduce transaction costs materially?
c) with Android and Honeycomb and Chrome, can google replace HTTP with SPDY?  This would have major implications on how content is distributed across devices securely.
d) as the ad/web world processes data more and more, carriers can’t implement IMS.
e) excellent overview on HTML5 and it’s implications.
4) Lower Layers:
a) Intel announces 50gbps speeds for PAN/LAN.  And the MAN is stuck in 1-30mbps!
b) public monopoly failure is always countered by high volume users using private networks; as evidenced by Akamai/IBM partnership to bypass internet for cloud services.
c) this post on ATT’s spectrum and resulting thread just underscores the misinformation and ignorance in the market from the actual amount of spectrum each carrier controls as well as the impact of femtocells, wifi and FMC.

Market and General Interest Topics:

5) Industry Statistics and Events:
a) Over the Top (OTT) video providing so much flexibility remains plagued by bandwidth issues, which is why so many startups have failed and the business model is still evolving.  That said, it made me think that with the amount of money my family spends on all communications and multimedia, will there be services that provide for a la carte packaging so that today’s triple and quadplay bundles end up like the LP/CD?
b) Men are from Mars, Women are from Venus. Are smartphones changing the dynamic?
6) Business Strategy:
a) FaceBook is or will be “the newspaper of the people.” Video on journalism strategy.
b) Om highlights work by Paul Adams of Facebook on social circles. Very metcalfian.
7) Financial:
8) Other:
a) historical disasters and mistakes to compare Amazon’s cloud outage to.