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Mobile voice charges heading down – soon it will all be data

Yesterday AT&T announced unlimited free mobile to mobile calls within the US for their customers, a move they most likely felt forced to make in order to stop customers defecting to the iPhone that is only now available on Verizon’s network.  As GigaOM point out this is a clear pointer to where the world [...]

Helping mobile operators to work smarter and thrive in the years ahead

Keen observers of the mobile operator community will have observed that these giants of the telecommunications industry have pretty much woken up to the fact that their early vision of dominating the mobile internet in the way that say Google and Facebook dominate the wired web just isn’t going to happen.  They are now [...]

Tablets taking over the world

These tablet stories on Techmeme this morning prompted me to tell a story from dinner last night.  I was lucky enough to be eating at the Gordon Ramsay restaurant at Claridges, which for the first few minutes was remarkable only for the quality of the aperitifs and the celeb diners.  That [...]

2011 – the year when Google and Apple find themselves with real competition?

More competition for the major web platforms would be a significant boon for startups.  Google’s huge margins make it more expensive and hence difficult for startups to acquire customers and grow and Apple’s restrictive policies for iPhone apps have a similar effect on companies in the mobile arena.  For this reason I’m a keen [...]

Why ‘paid for’ content models won’t work on tablets

Fred Wilson has a great post up today arguing that the mobile web is really just like the wired web and that the economics of both are rapidly converging.  I particularly liked this passage where he talks about the inevitable failure of iPad magazine sales:

There is some discussion in the tech blogs today [...]

Smartphones as sensor platforms – near field communications

You may have heard that the new Google phone (called the Nexus S, built by Samsung) has built in near field communications (NFC).  You might not have heard yet the news from yesterday that Google is running an experimental local marketing campaign in Portland which uses the NFC capability.  Any business in Portland which [...]

Android a classic disruptive play vs iPhone

You may well have seen that yesterday Google announced the latest version of the Android platform (rev 2.3) which is called Gingerbread, and they also announced the release of the Nexus S – the follow up to the Google phone Nexus One.

It seems to me that Google are executing brilliantly on [...]

Massive growth and opportunity ahead in online advertising

The Lex column in the FT today has an article about Google which highlights the huge opportunities that still lie ahead in online advertising, including mobile.  We’ve been building this industry for ten years already and I’ve posted numerous market size updates on this blog over the years which all made the same underlying [...]

Vodafone embracing its destiny as a pipe

There is an article on the front page of the Financial Times business section today which reports that the ‘architect of Vodafone‘s push into internet services is quitting amidst signs that the mobile phone operator is retreating in its battle with Apple and Google over the wireless web’. He follows a couple of other [...]

Mark Zuckerberg – mobile fragmentation is a “disaster”

Mark Zuckerberg gave a long interview to Mike Arrington at Techcrunch yesterday (full transcript here) and whilst most of the commentary is about whether Facebook is or isn’t building a phone to me the most interesting thing is the range and extent of development Facebook feels it needs to undertake to get the features [...]