April 2008 - Telco 2.0

  • Money, Money, Money.

    Welcome to the all-new Telco 2.0 weekly update relating to financial wheeling and dealing in the TMT sector around a specific topic each week. Our aim is not to regurgitate earnings releases amply covered elsewhere, but to look at the financial world through the Telco 2.0 telescope. This week we look at the latest batch of results and data around handsets. Apple Advancing Apple released its 1st Quarter results to a rather mixed review and we’re much of the same opinion. The good news was that core...
  • Ring! Ring! Hot News, 28th April 2008

    Meet JIL ; that’s the Joint Innovation Lab, a project worked out between Vodafone and China Mobile that’s meant to establish standards for mobile widgetry. Apart from the obvious point that only telcos could come up with anything like a standards body for widgets, what’s the betting the standard turns out to be a lot like the Nokia Web Runtime? Perhaps more seriously, the head of Nokia R&D suggested there was an urgent need for a standard mobile platform, but it was more likely to be a de-facto...
  • BBC and its paymasters: Cutting the Gordian knot

    At the Telco 2.0 event last week there was much debate about whether online video (a fast growing phenomenon) would kill the ISP business, not only fixed, but mobile too . Our analysis of the real life effect of the BBC’ s iPlayer on ISP s in the UK was used to challenge the optimism around mobile broadband . Two senior execs from the mobile world agreed that the issue was an important one and, no, their companies, and the industry in general didn’t have a solution…but needed one…pretty fast. They...
  • Another Kind of Platform: Telcos as Development Environments

    Another common use of the word “platform” that sometimes confuses people is the way it’s used to describe the technology that goes around individual applications in a computer system. Like Microsoft Windows, Linux, Adobe Flash in the browser, Symbian S60 in a mobile phone, or what have you. IT people spend a lot of time arguing about them, which is probably less stupid than it sounds, because the history of IT has been the history of development platforms. This is down to the very nature of computing...
  • Ring! Ring! Hot News, 23rd April 2008

    In Today’s Issue : Online businesses crave telco capabilities (potentially…). Motorola rearranges the deckchairs. Nokia profits up 25%, but you wouldn’t want to see what went into that. Is Comes With Music a lossmaker? Nobody pays for the stuff anyway. Silverlight everywhere. And Moonlight. Is Microsoft IBM in 1993? 1,788 entries in the Android dev competition, but Google can’t keep a SIP server running. They can send a man to the moon… O2 users optimise radio network by whingeing. FTel+TeliaSonera...
  • Stimulus for Telco 2.0 Brainstorm, MashUp Demos

    We’ve been delighted by the effort the speakers are putting in to their ‘stimulus presentations’ for the Telco 2.0 Executive Brainstorm this week in London. One or two have had their drafts sent back covered in red ink, but most have followed the detailed briefing, looking to bring new, fresh and relevant insights to help the brainstorm really hum. It’s now a mouth-watering line up and the event will be packed to the rafters. To supplement the formal content we have some interesting start-upweb/telecoms...
  • Ring! Ring! Hot News, 14th April 2008

    In Today’s Issue : Data surge at 3UK; price war in Sweden; Vodafone (powered by BT); what next after Big Ben?; more Phorm horrors; Carphone vs BT vs OFCOM ; BT vs WiMAX; UK 2.5GHz auction coming; Qualcomm: Is a Telco; flying femtocells and Truphone; bad science at NTT ; Apple zaps SDK s; Opera for Android; mystery MVNO s; Sonopia is toast; Embarq embarks on Telco 2.0; big chip merger; Safaricom caught fibbing about subscribers; mobile banking hits Orascom There’s been a surge in data traffic and...
  • IVR search: a ‘Google’ for phone menus?

    We’re putting together our Voice & Messaging 2.0 report , which includes a directory of all the interesting companies in the space we’ve come across. We’ll be presenting some of this at our event next week of course. But in the meantime, we’d like to tell you about one new company that’s extra-interesting. When we speak about Voice & Messaging 2.0, we’re usually thinking in terms of services, software, or devices that offer… voice or messaging! But it doesn’t have to be limited to this. Our...
  • Ring! Ring! Hot News, 7th April 2008

    LAST CHANCE TO JOIN 200 SENIOR EXECS AT THE 4TH TELCO 2.0 EXECUTIVE BRAINSTORM NEXT WEEK (16-17 APRIL, LONDON). ALL PARTICIPANTS GET A FREE COPY OF ONE OF NEW RESEARCH REPORTS. DETAILS HERE . In Today’s Issue: 60 WAP sites - meh; Tellabs - beware big telcos; Google not buying Skype; Carphone Warehouse joins forces of Righteousness; cars! with periscopes!; Visto on the skids; Yahoo! Other people who searched for Yahoo! also searched for Yes!; unofficial iPhone SDK; cheap iPhones; new Nokia E90 firmware;...
  • PNSol: Answer to the broadband riddle?

    For some unknown reason, I have this mental image of 1940s actress Hedy Lamarr, glamorous co-inventor of spread spectrum radio , doing her work in some swanky Manhattan hotel suite. A grand piano sits in the corner, and servants flutter by. Who wouldn’t want to be a fly on the wall as an eye-catching actress chalks up one of the foundation stones of modern communications? And all over afternoon tea and cake. Wait a few decades for the invention of the transistor, mix in some incomprehensible algebraic...

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