Friday, April 28, 2006
No, it's not a new (and highly derivative) English gangsta rapper's debut album. It's some very expensive-looking direct mail marketing stuff from Wanadoo UK, pointing out that broadband costs 50p per day. Don't quite know why they've done this ahead of a rebranding campaign, but wot'evah.
Wednesday, April 26, 2006
Quaero search engine, the most heavily funded of all
TVMSL, another mobile TV standard
Tuesday, April 25, 2006
UPDATE: Dean now has a predictably worthwhile followup here. I agree with him right down the line. BT's oft-cited research states that 30% of all outgoing cellular calls in the UK are made within the home, and I think a cursory analysis of time use would suggest that another 30% may be made in "nomadic" situations, such as at work or on the university campus. Will we see a university, for example, teaming up with an aggressive mobile player to deliver a lower-cost calling plan for students while on campus?
That's just one of the things I envisage happening in the consumer space, and Dean's right when he says that businesses will find this empowering. Here at Daiwa, our corporate mobile account provider is Vodafone, and there are a number of pico-cells throughout the building. I frequently see guys from IT down in the basement, going into the server room, fielding calls from colleagues two floors up, and I try not to think about what we might be paying for that convenience. Assuming it's too much, then I guess Telefonica/O2 salesmen may be knocking on the door sometime soon. Our IT department has shown no inclination yet to set up WiFi APs, but a "devil-you-know" solution using friendly old GSM might be just the sort of thing they can get excited about.
Monday, April 24, 2006
Friday, April 21, 2006
UPDATE: The wireless payment angle has many permutations.
Thursday, April 20, 2006
UPDATE: Many Francophone Prix D'Or mega-uber value readers have written in to clarify a few points. First, the EUR9.99 figure is a one-off payment, not monthly, with an approximately EUR200 handset cost borne by the subscriber (hey I studied Spanish in high school, okay?). One also points out that Freebox users will also be allowed to make calls to the PSTN on any internet-connected computer in the world using any SIP-compatible IM client, with calls billed to the Freebox account (I find this very curious). It also appears that the HD box contains a video encoder, for which no purpose is stated in the release.
Wednesday, April 19, 2006
Long note released February 2005. The company disagreed vehemently with my assessment that it needed broadband access as part of its offering, waited a few months, and then went and bought Easynet. I am proud of this one, despite its somewhat odd and disjointed structure.
EuroTelcorama No. 5: Fragmentation is the name of the game
Daiwa Global Telecom Monthly, July 2004
Here I made a somewhat controversial case for why sell-side research would inevitably be marginalized.
Daiwa Global Telecom Monthly, September 2004
To my knowledge this is the first broker note published on Skype and its implications, only a few days after it launched.
Behind the Scenes in Blogland (torrent, AVI) -
Blogging isn't all fun and games and glamor - there's a lot of physically taxing work involved
VON London 2004 (torrent)
VON Europe 2005 (torrent)
Carriers World 2005 (torrent)
Amsterdam 2005 (pdf)
Amsterdam 2005 (mp3)
FTTH Council Europe 2006
Spring VON 2006 (torrent)
VON Europe May 2006 (torrent)
Telco 2.0 - "10 Things I Hate About You" October 2006
Telco 2.0 - Broadband Access Workstream presentation October 2006
VON Europe November 2006
MIT Cambridge Institute Net Neutrality event December 2006
Telecom Finance panel on emerging/disruptive technologies January 2007
FTTH Council Europe 2007
Recently I've increasingly found myself writing about topics which, while touching on European telecom, don't necessarily involve Europe or telecom directly, as such. It is also the case that my professional coverage universe looks likely to expand beyond Europe in near future, and I am determined that this will also involve more than just pure telecoms. For these two reasons alone, a blog with "Euro," "Telco," or any other limiting element to the title is simply too narrow for the future, and doesn't reflect the true shape of things.
What do I mean by "the true shape of things"? As watchers of the industry are probably all-too-keenly aware, the competitive landscape grows more complex with each passing day. Device and hardware players are insinuating themselves more deeply into consumer consciousness and behaviors, sometimes testing the boundaries of supplier/customer relationships with their telco "partners". Media and internet players doing voice is already a commonplace thing. Broadcasters are getting into broadband access. Telcos are trying to do video. Old media is rushing to find the Web 2.0 Holy Grail (arguably NewsCorp's acquisition of MySpace makes it much better exposed to this trend than many hipper internet names). Decentralized, user-generated media development continues to grow explosively and unpredictably, frustrating big media and advertisers. Mass gaming incorporates communication and social aspects more commonly, and social community platforms are incorporating virtually all forms of communications and publishing technologies. P2P continues to run circles around "legitimate" content services. I could go on, and on...
Stated plainly, everyone is in competition with everyone else to chase economic returns from a consumer phenomenon which knows no traditional industry or national boundaries, and which is constantly evolving in ways which defy explanation or prediction. The outcome of this process will see huge market displacements, value transfers, and entirely new markets and networks taking shape. Most importantly, the outcome will always be something far from previous predictions and expectations, because it always has been. The world is in motion. Welcome to Chaotica.