20091109

iPhone Worm Raises Its Ugly Head : Rick Astley

Worse than I Love You ? Never Gonna Give You Up.

Rick Astley made history as the first iPhone worm... down under. Not in the charts, but in Oz land : victims are plagued with Astley wallpapers on their handsets*.

After Monty Python's SPAM, England brings us another laughingStock (Aitken, Waterman) for online generations to come : the ultimate musical junk from the 80s already gave its name to "Rickrolling".

Why Astley ? Because Ashley. "Ashley Towns, a 21 year-old unemployed programmer from Wollogong, Australia", guilty for creating the worm and furthermore, for his terrible musical taste.

mot-bile 2009


* "
First IPhone Worm Spreads Rick Astley Wallpaper" (PCWorld - 20091108)

20091029

Free: alea jacta est

Unsurprisingly, Virgin Mobile / Numericable / Bollore & Co didn't bid for France's 4th 3G license*, leaving Free Mobile as the only official candidate.

"Free Mobile" is neither Free nor Iliad but a special vehicle (100% Iliad) likely to welcome new investors on board... should it win.

Losing a beauty contest of one would be embarrassing. Not finding MNOs eager to invest and bring some know-how after winning could be even more embarrassing.

ORASCOM dropped from the race earlier this month but remains as deep-pocketed as a few days ago. Other players stay tuned, including MVNOs.

French regulator ARCEP should give its verdict by Christmas. Free targets a Time To Market 18 months later.

French consumers also expect gifts from the new entrant, but incumbents will probably anticipate as well, donning brand new Santa Claus suits a few months before #4's arrival on the market.

mot-bile 2009

* see
Iliad's 20091028 communique

20091007

In Google times, where are the operators ?

Google and Verizon Wireless will release several Android devices every year, starting with two in 2009 (courtesy HTC and Motorola), contributing to a global roaster of 18 gizmos for this OS.

Microsoft announced 30 Windows Mobile 6.5 devices by EOY 2009. It speaks volumes of Redmond's intentions to remain ahead of Apple in smartphones. Or to remain in smartphones altogether.

Ever the sexier BlackBerry announced the Storm of the century and new Curves.

Meanwhile, Kindle goes global : Amazon intends to become the worldwide cultural leader before Apple makes its splash in the ebook reader / app space.

We're talking platforms and OS but Amazon is into grocery, Google into advertising, Microsoft into healthcare (a cash cow for antivirus labs). BlackBerry ? A "manufactoperator" which somehow succeeded in opening itself without losing its consistency.

Nokia "pushes" Symbian as a Wikipedia style fundation, Palm "WebOS" as a more or less open platform (open as in up for grabs ?)... but the mojo seems to belong to the Open Handset Alliance, the movement supporting Android. Verizon Wireless is not even a member, and SonyEricsson could be jumping on board anytime soon, along with other nondescript manufacturers and operators.

The OS wars are not over. They're simply getting more boring. Differenciation will at last converge towards that forsaken player, the user.

20091005

3DTV, 2D screens, 1Dollar from the referee

Imagine the referee, in the middle of the game, paying from his own wallet new recruits to improve the quality of play.

In Korea, convergence is also about blending roles : mobile operators can become banks, and regulators invest directly in new technologies. Well, isn't it about regulating the pace of innovation ?

In that field, Korea Inc. usually needs to be cooled down but when it comes to 3DTV, the country's lagging behind Japan, even if LG released a product last summer.

So the KCC will invest KRW 2 bn (1,000 Korean wons = about USD .85 these days) to facilitate the first 3DTV commercial tests in the country in 2010. Too late for the World Cup ? Officials are rather mentioning the 2011 IAAF World Championships in Athletics, to be held home in Daegu (good PR), and the 2012 London Olympics. The actual target for worldwide recognition and mass market HDTV.

mot-bile 2009

20090930

AOL, Time, Warner

AOL keeps shopping at Google to prepare its spin off from Time Warner : Shashi Seth will be Senior VP of Global Advertising Products, serving under President Jeff Levick (formerly Google) and AOL CEO Tim Armstrong (formerly Google). AOL itself shall relocate its headquarters in Mountain View, CA (always Google).

Still mother company Time Warner is expected to get rid of its other "half" : a Capital Group director gave more than a few hints about a Time Inc. spin off, leaving basically Warner on its own.

OK. Warner Brothers (Warner Bros. Interactive Entertainment, Inc. - wbie.com ) still have many gems, HBO, CNN, Warner Brothers Games or the newly formed DC Entertainment Inc., a superhero vehicle to counter the Disney-Marvel League. Furthermore, getting rid of paper along with the industry's massive (but everyday more cashless) flow now could land them on a green paper mattress of around half a dozen billion bucks or more (why not from Google, now that lifeless LIFE Magazine archives are on Google Books ?).

TIME may be struggling, the brand remains... timeless. And the Warner group would be brandless : its umbrella has already been torn away in 2004, when Warner Music Group left. That day, Edgar Bronfman, Jr. made a comeback Steve Case will never try - too much involved in mortarizing his native Hawai'i thanks to his clickally owned billions, and in his Case Foundation (basically, a foundation fundraising enabler - fooled me once...).

All major media / entertainment groups need to refocus, but this major is not really keeping a... major. I mean they more into distribution than media, more into production than creation, more into rights and franchises management than brand management. Harry Potter is a beautiful franchise and the final (double) movie will probably break all records but it's not as if they owned it. And Harry will neither resuscitate Warner, nor resuscitate, period.

Don't worry. Warner will stay afloat for awhile*. But I hope they have other ambitions than exposing "Adult Swim" to entertain us.


* particularly if they keep discarding BUs... need a broom with a (Mountain) view ?

20090925

iPhone wakes up Korean mobile internet market

Amazing : Korea, a world leader in mobile innovations in the early 2000s, Korea, still nowadays the land of broadband and home to such IT giants as Samsung and LG, Korea is lagging behind European countries in both IPTV and mobile internet.

As we saw with IPTV (see "
IPTV in Korea, an update"), lobbying and regulation played an important part in this paradox, and the country is finally trying to fix the bug.

For mobile internet, the first opening came last year with the abandon of WIPI (Wireless Internet Platform for Interoperability) as the mandatory platform for smartphones, opening the market to Blackberry and other players. Today, we can hardly speak of a shift from an industry-based to a consumer-based regulation, but the Korea Communications Commission (KCC) just cleared the way for iPhone in Korea by stating that Apple, after all, doesn't need an extra license for Location-Based Services as long as there's a MNO with the relevant license in the loop.

KT is expected to launch the iPhone in the weeks to come (October or November), and to subsidize the device down to a retail price of around KRW 240,000 (about USD 200). Apple wants more than the 300,000 units announced by its Korean partner, who will have to release its own KT Apps Store ahead of the iPhone in order to mark its territory. In order to leverage on the operator's strong leadership in fixed and fixed wireless services, KT's apps will be downloadable by Wi-Fi.

Competitors have been bracing themselves for the iPhone, fearing market disruptions : wireless leader SK Telecom opened the first App Store earlier this month. But unfortunately, "T Store" has been bashed by the critic : users can browse as much as they want on their PC (
tstore.co.kr - about 6,500 references), but can only download apps via their 3G phones, and via 3G only (not Wi-Fi). Worse : the price doesn't include connection costs ! Needless to say the service is WIPI-based : SKT is the mobile leader and bets on a wider installed based from the start. I can already see marketers scratch their heads : we want our customers to rediscover their own handsets and find them sexier than the ultimate hype machine... good luck ! Needless to say T Store won't remain WIPI-based : SKT plans to go "global" within two years and to generate a 1 trillion won turnover in 2013. If SKT maintains its 30% cut, we're talking about over half a billion bucks. And since SKT happens to be also a major content provider, that's a rather conservative estimation... provided the store succees, of course.

Korean developers will have fish to fry, as well as the editors' sectoral federations (ie games), in charge of okaying new apps. Furthermore, Microsoft is also roaming the country to snatch some gems (USD 19M planned for game developers over the next 4 years).

Netcos have been barred by cellcos but grow new ambitions, like NHN for its "web" brands. Beyond Naver, NHN wants to push Me2Day, a K-"twitter" acquired last year and already on iPhone.

Now How about endusers ?

Mobile TV is very popular but doesn't require 3G. And wireless internet echoes more Wi-Fi / WiBro than 3G. Even if half of the core target (12 to 59 year-olds) is somehow using services, mobile internet over 3G remains ways too expensive, and most players would like operators to slash connection costs, particularly to welcome revenues from social networking platforms. MNOs already had to undergo significant cuts in calling charges, but their rates remain high and the percentage of turnover made on wireless internet very low (below 20%) compared to advanced European nations (in the mid 30%s).

Usages are bound to soar once MNOs accept to share more with the rest of the ecosystem, to grow a much bigger pie. All together, now.

ADDENDUM 20090927

More precisions regarding the cuts in mobile charges (announced this week-end) :
- wireless internet basic rates : 50% reduction for LGT, 88% for KT. To be defined for SKT, but from next March on, the leader will calculate call charges per second (every 10 second now). note that Long Distance has disappeared in Korea : calls within Seoul and outside will cost the same. VoIP also gains ground, even if rates are not as slashed as in other countries (ie nothing is actually free).
- basic access fees slashed (KT : from KRW 30 to 24,000 - SKT : from 55 to 44,000)
- loyalty discounts (KT 5,000 / mo, SKT up to 22,000, LGT up to 25,000) - NB: all 3 MNOs have also triple play discounts. Logically, #3 LG Telecom (mobile portal brand : Oz) is the most aggressive player.

20090920

Amazon Basics : private label, low profile kick-off

If you visit Amazon.com store this week-end, Kindle remains on the top shelf of the Electronics section. The Top brand, with 171 references, is Amazon, but that's mostly Kindle stuff (the grey machine itself surrounded by more colorful accessories). No mention of AmazonBasics here.

If you want to get products from Amazon's new private label*, you have to type the direct URL
amazon.com/AmazonBasics. And you'll get is really basics : blank media (ie DVD) and accessory cables branded Amazon. No-frills, smartly marketed as "Frustration-Free Packaging" ("a multi-year initiative designed to alleviate "wrap rage", featuring recyclable boxes that are easy to open and free of excess materials"). Even IKEA is more direct : we're just bringing the costs down, who cares if the packaging looks poor ?

Oviously, AmazonBasics is designed to alleviate Wrap rage from Amazon providers : we're not tapping your cash cow see ? We're only competing with your cheapest competitors, making up for the decrease in CD and DVD sales. For starters.

But everybody's got the message : we're there now. If Amazon becomes your "blank media" provider, and your "non blank media" publisher (ie CreateSpace), it can fill a few other blanks in the process.

Smarter products and services may follow.


* "
Amazon.com Introduces AmazonBasics" (Amazon 20090919):

"We saw an opportunity to create a line of consumer electronics basics that combine quality and low prices for an overall focus on value," said Paul Ryder, vice president of Consumer Electronics for Amazon.com. "We drew on our history of developing other private-label brands and combined that with our mission to give customers the ultimate in selection and value. AmazonBasics is the result. We will continue to gather input from customers and evaluate opportunities for new products under the AmazonBasics brand. We aim to offer our customers as wide a selection as possible, and we think AmazonBasics makes a great addition to the brands we already carry."

20090918

Gotcha ! Google learns to read with reCAPTCHA

If you leave a comment on this page, chances are you'll face a CAPTCHA box. This "Completely Automated Public Turing test to tell Computers and Humans Apart" prevents robots from spamming. If you pass the test, you'll face a human being, Yours Truly. And since my platform is Blogger (a Google unit), CAPTCHA provider will eventually be reCATCHA, the company purchased by Google yesterday.

Each time Microsoft or Google snatches a start-up, conspiration theorists try to decypher the CAPTCHA, as in "Completely Automated Private Takeover to tear Competitors and Humans Apart".

This time, Google provides the key on its blog* : they need the technology to capture our own know how in text recognition for its own document scanning processes, most notably for Google Books, which recently claimed a spectacular partnership with one of its former opponents, the Bibliotheque Nationale de France.

Who knows ? The system could also boost other applications in the long run... Writing to speech ? At times I'd love to find a tool to decypher my own scribbles.




* "Teaching computers to read: Google acquires reCAPTCHA" (20090916) :

" Computers find it hard to recognize these words because the ink and paper have degraded over time, but by typing them in as a CAPTCHA, crowds teach computers to read the scanned text"


ADDENDUM 20090919

Since this post received yesterday a visit from Carnegie Mellon Algorithms and Complexity Theory Group, I shall add, for full recognition, that reCAPTCHA happens to be a spinoff of Carnegie Mellon University’s Computer Science Department.

20090909

Crouching Snow Leopard, Hidden Booklet

According to GfK, Apple knocked Nokia out of the second spot in France last July : Samsung still led with 27% of the market (in value), but Apple reached 25%, leaving Nokia far behind with 16.9%. In volumes, the Samsung - Nokia - LG trio (36.1% - 21.7% - 12.1%) remains well ahead of Apple (8%).
As we saw earlier (ie "
Nokia's Ovi Store - a follower-leader"), the Cupertino brand's rise as a power player in smartphones met surprisingly little resistance from the Finnish giant.

But Apple is not neglecting its original business. Snow Leopard upgrades come for as cheap as $29, sending the right message to people stuck to Windows or considering Windows 7 : don't think of it as just a one shot operation but a completely different customer experience and value proposition, guys. We're cheaper, upgrading is cheaper with us, and guess what, upgrading can even free some space on your laptop !

It would be cruel to mention Nokia's $850 Booklet 3G Netbook after that but I have to. Maybe it's a good product. It has all the connectivity and security you can dream of, but it's very expensive.

So is this asymetrical war over ?

No : Nokia has the global power to refresh parts other manufacturers cannot reach, and enough brain to consider hiring new marketers. Furthermore, Apple is enjoying the success of one line of devices, very much the way it did back in the eighties. It is not fit to lead in technology, design will pass away, and the Apps editor / retailer dimension is becoming less and less differentiating. Differentiation itself is getting more and more challenging. Besides, Apple will not win the OS war, and this time he will not be defeated by a quasi-monopoly : the industry shall settle for commoditization on a more open basis... preferably not Google's Android but some may go for the quick fix, anything to get outta here.

That said, in the short term and medium term, Apple's position remains definitely more comfortable than rivals who keep planting seeds everywhere, bracing themselves for the next champions from China.

20090824

Umbrellapps : iPhone but you can't VoIP

James W. Cicconi wrote a letter to Ruth Milkman on August 21, 2009, received on the same day (confirmation # 2009821776906).

In "
AT&T Response to Wireless Telecommunications Bureau Letter, DA 09-1737 (July 31, 2009); RM-11361; RM-11497", Senior Executive Vice President, External and Legislative Affairs, AT&T notified Chief Wireless Telecommunications Bureau, Federal Communications Commission a few things:

- We read in the paper that Google Voice application to the Apple App Store had been rejected. AT&T was not consulted by Apple in the decision process.

- BTW : what is "Google Voice" anyway ? What lies behind that strange "umbrellapp" ? We had a quick look at their website and "'Google Voice' appears to be an umbrella term used to describe a collection of different services". Interesting, isn't it ? "AT&T expects that Google will provide a complete description of Google Voice in response to the letter it received from the Commission and we look forward to learning more about Google Voice based on that response".

- Maybe it has something to do with that other "Google Voice application specifically for BlackBerry devices, which AT&T customers may download from the Google Voice website. AT&T does not disable access to or use of this application". Who knows ? Anyway, any AT&T customer may use Google Voice on his or her iPhone without passing by that store, via web browsing. So maybe AT&T did some research on this weird app after all.

- AT&T and Apple do discuss about App services, including with third parties, to fix technical issues. And AT&T does have its say sometimes : "AT&T has discovered applications in the Apple App Store (after they had been approved by Apple) that raised concerns about the potential misuse of certain AT&T services or customer information. AT&T alerted Apple to our concerns and, in two cases, Apple referred AT&T directly to the application providers to discuss whether the concerns could be resolved. In the third case, AT&T understands that Apple addressed the matter with the application provider".

- and oh. "AT&T and Apple have an agreement regarding Voice over Internet Protocol (VoIP) functionality. Apple also is aware that AT&T’s wireless data terms and conditions prohibit subscribers from redirecting television signals." So we put on the same level VoIP and TV broadcasting. Maybe AT&T doesn't want VoIP because DRM issues are not solved yet for private conversations. Go figure...

- come to think of it, Amazon made a similar trade-off with its Kindle : no voice, but no monthly charge for connectivity. So not adding calling feature to an ebook reader would be equivalent to preventing a smartphone from making smart calls.


Here I want to mark a pause and applaud the poet(s) who wrote this beautiful sentence : "It is widely recognized by economists and jurists that parties to strategic alliances in competitive markets may enter into contracts to promote and protect their respective business interests and to refrain from taking actions adverse to those interests."

You liked it too ? There's a bit more of it until the next comma : "Consistent with such lawful, economically efficient practices common among parties to strategic alliances, including participants in the mobile wireless marketplace,". Now AT&T can deliver the news : "AT&T and Apple agreed that Apple would not take affirmative steps to enable an iPhone to use AT&T’s wireless service (including 2G, 3G and Wi-Fi) to make VoIP calls without first obtaining AT&T’s consent. AT&T and Apple also agreed, however, that if a third party enables an iPhone to make VoIP calls using AT&T’s wireless service, Apple would have no obligation to take action against that third party."

So basically AT&T and Apple agreed on a block of all VoIP applications on iPhones, except via exotic Wi-Fi access.

VoIPoiPhone ? Not OK

VoIPoWiFi ? OK, even on iPhone

VoIPoiCantSeeHowRightNowButSomewhereaGeekMayFindAWay ? Try me, but don't sue me.

20090813

Nokia Maemo 5 - Nokia RX-51

Paparazzi keep spamming the media with quasi official pictures of Carla-Nicolas romantic summer, or sneak peeks of Sylvio with Noemi, Patrizia, Maria, Claudia, Anna, Loretta, Rosetta, Carla (another one), Alessandra, Donatella, Paola...

Geeks prefered to browse* snapshots of Nokia RX-51, a.k.a. Nokia Maemo 5, a slim linux-based tablet that can take photos and probably call.

The Maemo community (
maemo.org) claims 16,000 registered members and 700 projects. A far cry from Symbian, but Nokia is first of all into manufacturing phones that sell, and they are also working with Intel on oFono (ofono.org - open source telephony).


* ie on engadget : "
Nokia RX-51 tablet captured in the wild"

20090810

Star fees and Hutch

Hutchison Whampoa is selling its 51% participation in Partner Communications (to Scailex), which seems to make sense as far as geography and marketing are concerned :

- the Israeli operation carried the Orange brand

- the group operates in Europe and Asia-Pacific :
. via "3" : Austria, Croatia, Denmark, Ireland, Italy, Sweden, UK, and Australia (the new 50/50 Vodafone Hutchison Australia JV runs both Vodafone and "3" brands),
. via Hutchison Telecom International Limited / HTIL : Indonesia as "3", Sri Lanka and Thailand as "Hutch", and Vietnam as Vietnamobile
. via HTIL's spin off Hutchison HK Holdings / HTHKH : Hong-Kong & Macau as "3".

"Hutch" as a brand has been dead ever since the group sold its participation in India (see "
3GSM 2007 - A brave new World ? A new and improved Vodafone ?/em>"). Lately, Sri Lanka and Thailand operations have been struggling in most unstable contexts. HWL shall either try to dump them or to switch to "3", as the hybrid logo in Thailand seem to tell. Without India (now Vodafone Essar), Sri Lanka has a relatively limited potential : 20 million inhabitants vs 63 for Thailand, 86 for Vietnam, and of course 237 for Indonesia.

Switching from CDMA to GSM in Vietnam costs a lot. Rolling out networks in emerging countries costs a lot. Competing in the handset arena, even with smart solutions*, costs a lot. Running operations in highly competitive, saturated markets in Europe as well as Hong Kong, costs a lot. And this conglomerate is not as ripe with cash as it used to be.

Rumor has it more dividends could be shed. Such a counterproductive heresy should be counterbalanced with counterproductive promises of productivity increases. Depending on a financial holding can be such a drag.


* Facebook, Skype, and now Twitter shortcuts : after the INQ1, the group announced the INQ Mini 3G, along with a INQ Chat 3G with a full keyboard

20090806

IPTV in Korea, an update

Korea Communications Commission (KCC) is now one year old, and IPTV eventually gaining ground.

Korea's 3 IP operators totalled 595,000 IPTV subs at the end of July 2009. They're still dwarfed by cablecos (ie CJ Hello Vision boasts about 800,000 cable TV subs, C&M 700,000), but they gained 26% in one month and 58% over the past two months. And cablecos are feeling the heat as IP players plan to extend the technological wars into new territories.

As we saw earlier*, Korea's 3 IPTV players are also Korea's 3 MNOs. They cannot market VoIP as aggressively as they'd like to, nor propose as wide a choice of TV channels as cablecos, but they keep extending their TV offers, and their triple play offers are claiming new converts.

With 22% of the IPTV market, SK Broadband (SK Telecom) is still lagging behind Qook (KT/KTF, 46%) and LG Dacom (LG Telecom, 32% MS), but it led the small pack with a 35% market share for July and at such a pace, positions could very much change dramatically before the end of the year.

KT intends to remain confortably at the top, and will put more pressure on its competitors by pushing voice over WiBro.

Stuck with cdma2000 for 3G, LG Telecom is speeding up the preparation of LTE (announced for 2013), with the help of its cousin LG Electronics, who will provide NTT DoCoMo with "4G" chips as early as next year for the first LTE devices. LG Telecom can also count on Qualcomm to quicken the transition from cdma2000 to LTE.

In partnership with the National Information Society Agency (NIA), KCC recently announced "Giga Internet" service trials for 2,000 households by the end of 2012. The idea is to lift Korea Inc from the 100M "standard" to 1 Giga all the way across the value chain, with new networks, new devices, and new IPTV services (3D, multi-angle, HD Home CCTV, TV multimedia messenger...). One consortium will be led by KT (the leading "telco") and the other by CJ Hello Vision (the leading "cableco").

Concentration seems bound to accelerate. Most Korea Cable Television and Telecommunications Association (KCTA) operators are not fitted for this kind of race, and some players may be up for grabs for powerful new entrants : controversial new media laws allow press groups and conglomerates to invest in broadcasting, and not all of them may be satisfied with a partner's seat.



* see "
One stop selling", "IPTV wars and WiBro truce", "IPTV in Korea"

20090728

Korea Semicon United v. Chaiwan Reunited

Recently LG and Samsung have been enjoying spectacular sales overseas as the Korean Won slumped against other currencies. But Wisely, Korea Inc. has also been massively investing in R&D during the downturn.

The Government wants to go even faster and seize the opportunity to diminish dependence on foreign components key to the IT sector. Yesterday, the Ministry of Knowledge Economy announced that it would contribute to 51% of a KRW 13.3 bn (USD 10.7 M) project in semiconductors which, down the line, may turn KRW 300 bn yearly imports into KRW 300 bn yearly exports*... and whatever the outcome, will result in the creation of new jobs at a most crucial moment.

More than money, the Government seems to be providing a new R&D ecosystem with a set of fair play rules : the most spectacular dimension of the project is the unprecedented alliance of IT rivals Samsung Electronics and LG Electronics on "global digital TV receiver chips", LG developping the core chips and Samsung testing and producing them. Burying the hatchet in this most strategic field could speed up innovation and boost the tandem's overall global sales for many key devices.

The State will also finance 58% (KRW 2.8 bn / 4.8 bn) of a project where SK Telecom shall develop a wireless connectivity SoC for smartphones (WiFi, GPS...) with local chipmakers and system-on-chip expert Xronet.

Korea cannot afford to waste time and energy as China is de facto absorbing Taiwan's industry. They can't compete in volumes in the long term, but need the capacity in order to remain one step ahead in innovation.

This may not sound disruptive, but it's a giant leap since the times when Korea invested in a company called Qualcomm...

Bringing speed and decisiveness, now that's good politics.


* see "
Samsung, LG, SK Telecom to develop advanced semiconductors" (20090727 Yonhap)

20090724

News BioRhythms

Before the introduction of printing in Europe by Guthenberg, people would travel for books. Then books could multiply, move and reach different readers in different locations. Now you don't even need paper and anyone can consult any priceless ancient manuscript from anywhere without fear of damaging it*.

Earlier this year, there was a exhibition in the library of Florence's Convento di San Marco on the process of book making, featuring beautiful objects and illuminations. I remember thinking, as I moved from one marvel of patience to another, about how people would look at a newspaper press a few years from now.

Doesn't it already seem like a black and white scene from Citizen Cane ? The journalist getting his scoop, writing it down, submitting it to the chief editor, the prints running like crazy, a headline splashing on a newstand, yelled by a street vendor...

Scenes from last millenium.

The future of newspaper definitely looks like "more news and less paper".

Many players are folding their last issues, and folding, period. The sector had been looking for new business models for years when depression struck, precipitating bankruptcies in an already fragile ecosystem.

Sourcing, writing, editing, printing, distributing, advertising... now it's less a linear value chain than a shape shifting value cloud. But there's still value out there, be it in relevance, ergonomy, utility, actionability, exclusivity, analysis / insights / advice, local, reassurance, trust, fun... or why not, the quality of the paper (actually, that's the reason why there's still a thriving market - readers and advertisers - for certain magazines).

Likewise, brands are more often scattered among media, platforms, authors, journalists, and contributors who can even be anonymous members of a popular online forum. With a high churn rate because things and people tend to come out of fad more quickly by the day. Any local newspaper can get its 15 Warholian minutes of fame because say, their cute kitten rescued from a fire in Armpit, TN has been over-retwitted as a scoop of michaeljacksonian magnitude.

Reading has become a multimedia experience with pop-ups, background music, rollover images... you start reading an article and end up watching a movie while purchasing virtual pop-corn for your tamagotchi.

Sometimes, the article you're reading is being edited under your very eyes. Like that page devoted to post-elections unrests in Iran on HuffPost, or
DemConWatch's SuperDelegate list, which I consulted about every other minute last year.

News and hoaxes are everywhere, and each individual has what I call his or her own "News BioRhythm" : depending on the context you consume more or less but you somehow have to be fed at certain moments of the day.

The future of newspaper ? The term will more often cover the medium instead of the media brand : you won't be talking about the NYT nor the WSJ, but about your favorite epaper smartphone application, your favorite dedicated device (ie your Kindle, your foldable screen...), where you chose to consult the news.

We all have tools to arrange our own newspapers, but that's not necessarily what you want nor need. I started with My Yahoo! around 1995-96 but quickly switched to a more pervasive browsing mode. There are usually about 30 sites always on on my screen - half of which about news, news gathering, or keeping track of news I read.

I know, I have a problem with my NBR... I should twit my shrink about it (he takes only $13.59 + taxes per character).


* These days, you should fear more for your dutifully purchased ebook (see "
Kindle's Total Recall")
---
initally published on blogules.

20090722

Plastic Logic Ltd on AT&T, a Kindle for pros ?

Barnes & Nobles is claiming its leadership back as the leading library in the ebook arena. After all, its Bookstore app is the first of its kind in App Store downloads, and it's about to cash in after purchasing Fictionwise. ebooks already represent over 4% of book sales, and CAGR means we will soon enter into over 10% territories, meaning the real mass market thing.

B&N eBoosktore (bn.com/ebooks) proposes 700,000 titles, more than twice Amazon's catalog... not to mention Google's public domain books (over half a million titles). But Barnes & Nobles doesn't propose a double user generated content platform : Amazon competes with classic editors (Booksurge) as well as with such pure players as Lulu.com (CreateSpace).

eReader is available on such smartphone platforms as Blackberry or iPhone. New devices keep coming out of the pipe if not on the shelves yet.

B&N will be exclusive provider for Plastic Logic's eReader (plastic display, electronic ink, touchscreen, 8.5 x 11 x .25 inches - see plasticlogic.com). This newcomer, founded and run by senior managers and researchers from the PC world (HP for CEO Richard Archuleta, Hitachi for Pr Henning Sirringhaus...), supported by big names in VC (including Intel and Siemens), and boasting locations in California (not far from Big G in Mountain View), UK (Cambridge), and Germany (Dresden) is also discussing with all press groups to sex up its big screen.

But novels or newspapers are not the key content here : the idea is to give business users a new gizmo to manipulate all kinds of documents and presentations (PDF, Word, Excel, PPT...) on the go. Thus the touch screen and the wireless connectivity. I guess the idea is to build a niche between classic ebook readers and Tablet PCs.

Trials with AT&T are about to start, targeting a commercial launch "early 2010".

20090720

Kindle's Total Recall

If wonder if Amazon fully considered the pros and cons of their embarrassing Orwellian moment : remotely deleting "1984" or "Animal Farm" ebooks was a perfect proof of concept for content providers, but a terrible PR operation for consumers.

From the start (see "
Kindle Kindle little star - take my Word"), the retailer seemed to be targeting partners rather than than endusers. And here again, the message is more meant for publishers : look, I control the value chain and have the capacity to fight piracy... stop being afraid and come on board !

If Amazon gave some consideration to its other customers, it would prepare a nice PR campaign instead, providing some time to their customers, and some buzz to a much wider audience. And why not, a nice promotion on top of it.

But no. They decided to go for the automatic, intrusive option.

This goes much further than a product recall : it means that what you purchased is not your own, including the device. Somehow, your Kindle is not your own.

ADDENDUM 20090723

An Apology from Amazon

This is an apology for the way we previously handled illegally sold copies of 1984 and other novels on Kindle. Our "solution" to the problem was stupid, thoughtless, and painfully out of line with our principles. It is wholly self-inflicted, and we deserve the criticism we've received. We will use the scar tissue from this painful mistake to help make better decisions going forward, ones that match our mission.

With deep apology to our customers,

Jeff Bezos
Founder & CEO
Amazon.com


NB: no kindling ?

20090715

Google Voice on Android and Blackberry, iPhone soon to come

Definitely a Busy summer for Google. It didn't take them long to release the mobile version of Google Voice : four months after the rebranding of GrandCentral (see "Google Voice : Next Stop GrandCentral Terminal").

According to Michael Arrington (TechCrunch.com - 20090714), "
Google Voice Apps For Android And Blackberry Are Here", and iPhone is coming next.

Beyond this key App, the message is that Google is improving its integration processes for everything mobile. Developpers and competitors, pay attention.

Well. If endusers somehow end up paying something as well, I guess Mountain View execs won't feel unhappy either.

20090708

Mama don't take my Google Chrome OS

According to Sundar Pichai, VP Product Management and Linus (!) Upson, Engineering Director*, "Google Chrome OS is a new project, separate from Android. Android was designed from the beginning to work across a variety of devices from phones to set-top boxes to netbooks. Google Chrome OS is being created for people who spend most of their time on the web, and is being designed to power computers ranging from small netbooks to full-size desktop systems. While there are areas where Google Chrome OS and Android overlap, we believe choice will drive innovation for the benefit of everyone, including Google."

In other words, Google found the perfect way to celebrate Darwin's bicentennial : we couldn't euthanize one pet project, both are so young, imperfect, and cute... why not let nature decide for us ?

The other message is for Microsoft : we're taking a hit from Bing, take that on your own core business. You want war ? We are building a brand, with the whole shebang :

"Google Chrome OS will run on both x86 as well as ARM chips and we are working with multiple OEMs to bring a number of netbooks to market next year. The software architecture is simple — Google Chrome running within a new windowing system on top of a Linux kernel. For application developers, the web is the platform. All web-based applications will automatically work and new applications can be written using your favorite web technologies. And of course, these apps will run not only on Google Chrome OS, but on any standards-based browser on Windows, Mac and Linux thereby giving developers the largest user base of any platform."


The third message is for Brussels and anti-trust authorities : we completely forgot you, sorry. Chrome browser was a black box, Chrome OS will be worse, and the branding confusion between a browser and a OS is a gift for Microsoft's lawyers.

Mountain View's eggheads didn't kill the pet : they simply shot their own feet.



*"Introducing Google Chrome OS"

20090703

UK 1 down, France 1 up ?

All options on the table for T-Mobile UK ? France Telecom - Orange officially not interested, Vodafone and Telefonica - O2 considering the case, 3 below the radar.

Considering the value suggested by DTAG's own finance czars (less than the fees paid for their 3G license nine years ago), one way of optimizing the garage sale could be to sell chunks of spectrum to North Korean investors (insisting on potential health hazards), infrastructure to Myanmar, and customers to, say, one or two M-VNOs. Or even Three.

T-Mobile UK boasts 16.7 M customers, including Virgin Mobile UK. Virgin Mobile France is still officially hot for France's fourth license, along with partner Numericable-Completel*. I think that just like Iliad-Free, they're even hotter for any deep pocket investor with a MNO background (Orascom ?).

Whether France gets a fourth 3G MNO or not, UK will have to go down to a more reasonable level than the initial 5.

European incumbents will probably get a better ROI in India. Vodafone Essar didn't wait for the upcoming 3G auctions (more spectrum, more markets available), and invested with infrastructure partner Nokia in seven new regions.


You know the heyday of the Empire is over when a portion of India looks more exciting than UK as a whole.

* note that Numericable, a customer service laughing stock a few years ago, has been taking things seriously recently, particularly since Pierre Danon joined.

20090627

2nd Million for TU Media - 2nd country for SK Telecom - Citi JV

June 25, 2009 ? Apparently a good day for SK Telecom PR :
- subsidiary TU Media signs its 2,000,000 th customer
- JV with Citigroup launches mobile banking services in the Philippines, a few months after Hong Kong

The SK Telecom - Citibank Philippines JV (Mobile Money Ventures LLC) is definitely good news : in Hong-Kong, services were more about portfolio management than actual personal banking and transactions - what Citi Mobile Banking (CMB) is all about in the Philippines. These browser-based services shall soon be implemented in other countries, and confirm the operator's international ambitions in mobile finance (see recently "
SK Telecom's Wild Hana Card").

But is TU Media really a success ?

Many European players would love to boast 2 M mobile TV paid users, but 2 M is not even equivalent to 10% of SK Telecom's customer base and for this operator, a 10% penetration after 4 years doesn't seem very impressive.

Besides, to claim its second million customers, SKT's S-DMB unit took more time than it did for the first : TU Media was launched in May 2005 and reached the 1 M mark in December 2006.

Indeed, TU Media was in a very poor condition last year, both financially (mounting debts) and commercially (it claimed only 1.3 M subs in June 2008, a gain of 300,000 in 1.5 years). The 700k customers gained over the past 12 months are the result of what appears to be a make or break move by the owner : SKT went up in the company, injected KRW 55 bn more, and offered massive discounts to its own mobile subscribers... to the point that an undisclosed proportion of its "paid subscribers" don't have to pay to enjoy the service* !

As a consequence :

=> TU Media becomes more competitive with terrestrial accesses (T-DMB), which have been free since the beginning (launched in December 2005) : as we saw ("
3M DMB subs - SBSM on its way"), that's the reason why they are much more popular. T-DMB claims the bulk of Korea's 20M+ DMB-enabled devices (every other handset is OK for mobile TV).

=> At the corporate level, TU Media is now more a MNO's Business Unit than the initial stand alone operator. The very few people who didn't use SKT as their mobile phone operator are encouraged to join the leader, and for the rest, TU Media looks almost like an option among others.

=> TU Media has been burning a lot of cash, and a sustainable TU Media requires more differenciation, and even greater efforts :

- Technological differenciation is not necessarily positive : in covered areas, terrestrial has theoretically an edge over satellite for indoor. SKT does enjoy a truly nationwide coverage, and propose an in-car access offer (TU Rideon - KRW 11,000 / mo - 3 yrs offered for Basic) as well as a real time traffic service (TU TPEG - KRW 3,000 / mo), but T-DMB is very popular for buses and coaches.

- Content and added value services remain key, and SKT will not always surf on such events as the Beijing Olympics, a major boost for subscriptions last year (the whole population was hooked and literally always on one way / media or another)... but not very differentiating since several broadcasters offered the same images (
SBS clinched the exclusive TV rights for the next Olympic Games). The only "paid service" operator could try and lock some key rights to pimp up its own premium channels TU Entertainment and TU Sports (both available through the TU Select service : 1 channel for KRW 2,000 / mo, 2 for 3,000, 3 for 4,000). Other premium services feature TUBOX (movies PPV for krw 1,000 or 1,500 apiece) and PREMIUM 19+ (adult for krw 3,000 / mo or 1,200 for 2 days).

Still now, SKT seems to be as much pushing the service as trying to pull it out of a ditch. The technological landscape keeps evolving and in 2012, fixed and mobile broadband will reach respectly 1 Gbps and 10 Mbps. Typically, SKT is investing massively in optic cabling (from 5,000 km to 88,000 km) through SK Networks.

But mobile TV has found a public anyway, and SK Telecom is not the kind of player to abandon leadership easily. Particularily in such a key vertical.

So it brought along TU Media in its trials in Thailand, so...

... not to be discontinued yet.

But stay tuned.


* With TU Media, you pay only for subscription charges. Neither for traffic nor for content, except for movies on demand (NB: these days, KRW 1,000 is about USD 0.78) :
- Basic rates are KRW 6,000 for TU Slim (9 TV channels + 16 audio), idem for TU English (10 TV + 16), and KRW 11,000 for TU Basic (unlimited 21 TV + 16 audio)
- SKT customers enjoy a 6,000 discount on basic rates, which sets Basic at 5,000... and Slim and English services at zero

20090620

Google Streetview : Beijing and Tehran want the Groningen killer app

Dutch twins stole a 14-year-old boy's mobile phone and 165 euros in cash last September in Groningen. The victim recognized himself and his assailants on a Google Streetview* taken seconds before the crime, which led to their arrest.

A Minority Report - style Precog / postcog crime unit ? Not yet, but a not so positive piece of news for this already controversial service (images taken and broadcasted without propper authorisations).

Lately, such social networking services as Facebook or Twitter have been censored in Iran following
rigged presidential elections.

Tehran remains in damage control, but
as we recently saw, Beijing is already one step ahead in the control of web usages. And Google already contributed to arrestations there... but not the kind to be proud of.

Chinese authorities don't need Google Streetview : the police already monitor unrests by systematically and openly filming people who dare demonstrate any kind of defiance to the regime.

But would be certainly interested in digging any large image database exposing "unhealthy" activities at home or abroad.

But mining can be dangerous, even in China, and particularily in China : when you go too far, things tend to collapse on you.


* "
Dutch muggers caught on Google street view camera" (Reuters 20090619)

20090618

Samsung's power grip

I haven't been very kind to Samsung Electronics Co. recently for their "Samsung Crest Solar" : to me, solar panels are not necessarily the best solution for devices which may suffer from excessive heat.

But the same company announced today a new metallic material, easy to produce, which can turn temperature differences into electricity, improving efficiency by 80%.

Now this could be a disruptive technology for small devices as well as for construction and all industries. Provided it works at a relatively low temperature, naturally.

Find My iPhone for Apple MobileMe

Let's face it : for many people, losing one's mobile phone sounds scarier than say losing a kid. Heck - they may even have just found the NY toddler disappeared back in 1955!

iPhone 3.0 MobileMe subscribers can activate new features : Find My Phone to locate the missing treasure and activate the hunt, Remote Wipe to delete the content (previously secured in Apple vaults) in case it fell into the wrong hands. The culprit will then deal with an amnesic device unable to tell him his name, where his parents leave, nor their bank account numbers.

Who knows, you may recover your personal time capsule in the year 2063. Even in unchanged shape, a total stranger with a strange look, a strange brand, and probably an even stranger OS.


Now. We'll soon be able to tell if the application is a popular success : will Iranian authorities ban it ?

20090616

Links

Welcome to my Personal Area Network - here are a few useful links (thank you for your suggestions or for reporting broken links) :

LINKS IN A BLINK




MORE ABOUT...



Virgin Media Universal Music Unlimited

UGC certainly boosted movie theater frequentation in France with their unlimited movie service. Back then, preventing piracy was less the issue but somehow, it hooked a new generation to the going-out-for-a-movie experience... and broadcasters to the idea that the movie industry was still able to produce blockbusters.

This time, mother company Vivendi is more directly coping with illegal music download. The answer : legal but unlimited music download for Virgin Media customers (for GBP 10 to 15 per month according to Reuters).

The innovation in the concept comes from the pledge made by the ISP : Virgin will fight piracy and even suspend temporarily the lines of offenders.

The partners can expect positive peer pressure : UMG rivals to join the Virgin initiative, and Virgin competitors to follow the scheme.

A win-win proposition which could - at last - help legal streams become mainstream.

20090613

The Green Damned of China - Learning Censorship The Hardware

Beijing's idea of fighting porn is to launch a "youth escort".

Announced last month, the Green Dam-Youth Escort system will be implemented starting July 1st, 2009.

Basically, all computers will come with a software preventing web surfers from coming across unhealthy content as defined by the regime. Potentially : pornography, violence, democracy, human rights, resistance against State propaganda and revisionism...

Theoretically, you can switch it off. But the moment this Government plants a troyan horse in every computer, all your own dams break loose.

This pushes the Golden Shield Project (A.K.A. the Great Firewall of China) up one notch on the totalitarian scale. Instead of just controlling the access to specific sites, Beijing may monitor all the traffic and beyond, all usages and every individual from every computer. It would just take a few transparent updates in the "service".

This is about tracking minds, preventing "negative" buzz from spreading, spotting "rebel" patterns, and anticipating potential disruptions. Zombie computers for a zombie people.

US manufacturers see the trap : they would join Google or Yahoo!, regularily blamed as collaborators by human rights groups.

I presume Chinese Authorities consider this as an inoffensive technology transfer from regular NSA partners...

---
Addendum 20090613
I mentioned "technology transfer" and it seems to be the entry point for a US counter attack : "Solid Oak Software Inc said it found pieces of its CyberSitter Internet-filtering software in the Chinese program, including a list of terms to be blocked and instructions for updating the software" (see "U.S. company accuses China of stealing software" - Reuters 20090613).
---
initially published on blogules (also in VF)

20090612

SK Telecom's Wild Hana Card

Since their coming out as an item on May 22, SK Telecom and Hana Bank have been advancing on their JV project (Korea's leading MNO taking 49% of Hana Card, the credit card unit of Korea's #4 financial group).

SKT seems to be seizing a great opportunity : Hana is lagging in the card business, and regulations were eased after the crash last autumn : big non financial groups, previously forced out, were ripe with cash. But even without Hana, SKT is not a small player in cards and financial services.

SKT's mother company, SK Group, boasts 30M OK Cashbag card members. The operator's own loyalty card is used by 40% of its 23M customers, and Moneta, its mobile finance / mobile payment platform, is already one of the most advanced on earth : wired and wireless, Mifare contactless payments for subway, hundreds of thousands of dongles across the country, 3G USIM / EMV Over-The-Air, T Cash / Mobile T-money - a partnership with T money... SK Telecom is the closest thing to a bank you can get in the MNO world.

Financially, the partnership could secure the MNO's business model in the long term at the national level, and facilitate the internationalization of its platforms.*

Hana doesn't bring much of a customer base, nor even disruptive solutions, but certainly new marketing opportunities. A more comprehensive understanding of customers would come handily for a mobile leader who tended to loose his fabled mojo.**


* see "SK Telecom's Semestrus Horribilis"
** see "KT-NTT Venture Forum". Well. The integration of Hanaro Telecom by SKT and KTF by KT didn't inspire much both leaders : triple and quad-play promotions badly lack imagination and appeal.

Samsung Crest Solar

If you leave your Samsung E1107 Crest Solar, turned off, under a sunlight of 80,000 Lux for one hour, the solar panel covering its back will charge it for the equivalent of a 5 to 10 minute conversation.

Much less if you use the torch light or FM radio features...

... or if the said phone is baked after a severe sunburn. There's a reason why $100 laptop projects chose the low-tech, man-powered, hand-crank system...

You may also use the airtime for a Fake Call. That's a killer no-killer application : say you are in a cab, and the driver gently caresses a necklace of human ears while staring a lunatic stare at you in the mirror... you can pretend to receive a call, forge a rescue, and live to see another sunrise.

You can even pretend to receive a call from God. That's probably the reason why they dubbed the device "Samsung Crest Guru" in India.

This dual band 900/1800 MHz GSM handset sells for INR 2,799 (about $60). A more advanced European version is expected later this year : touch screen and Bluetooth enabled, the gently curved Blue Earth is made with recycled plastic.

20090610

iPhone, Pre-Price War

From iPhone 3G to iPhone 3G S you get a yawn, from $199 iPhone to $99 iPhone more buzz.

When the main innovations come from pricing, you know commoditization is under way.

And commodities is not what Apple is into.

Apple is hurting Palm because this competitor will never reach the same volumes with its Tre. Apple is hurting Samsung and LG. Apple is hurting Nokia. Apple is hurting the iPod Touch but who cares.

Apple targets the feature phone market : Apple wants to smarten it up because that's the only way to increase volumes.

Smartphone penetration is bound to accelerate, and it's always better to start first in the race. Provided you're profiled to thrive in this kind of environment.

The industrial challenge requires the ability to deliver much bigger volumes (no problemo), but furthermore to become even more reactive, to cope with shorter product cycles and wider ranges, to innovate constantly...

You want to see how competition fares in the app stores arena.

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