Archive for the 'Business Models' Category

Business Observations: November 5, 2008 Edition

Wednesday, November 5th, 2008

Standard disclaimer: don’t take from my selections, ordering, headlines, etc. any indications of the interests or plans of my employer (if you do, you’ll undoubtedly be disappointed when they don’t play out.)

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Now playing: Judd and Maggie - Sebastian

Business Observations: November 2, 2008 Edition

Sunday, November 2nd, 2008

Standard disclaimer: don’t take from my selections, ordering, headlines, etc. any indications of the interests or plans of my employer (if you do, you’ll undoubtedly be disappointed when they don’t play out.)

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Now playing: Third Day - Angus Dei / Worthy

Business Observations: October 27, 2008 Edition

Monday, October 27th, 2008

Standard disclaimer: don’t take from my selections, ordering, headlines, etc. any indications of the interests or plans of my employer (if you do, you’ll undoubtedly be disappointed when they don’t play out.)

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Now playing: Relient K - Nothing Without You

Congratulations to the Android Team

Thursday, October 23rd, 2008

This week I was in Boston for Mobile Internet World.  Tuesday evening, I had the pleasure to sit between Rich Miner and Mark Lowenstein at a very enjoyable dinner hosted by Charles River Ventures (thanks Jon!).  Being right on the tail of the open sourcing of Android, and on the eve of the official launch of the first Android phone and the Android Market, Rich was obviously in the midst of a momentous week.

Rich recounted for me the long journey his Android vision has taken, starting when he was at Orange, when he envisioned a standard mobile platform across mobile operators to which developers could write.  At Orange, along with T-Mobile and Vodafone, he pushed the SavaJe platform as a potential solution, but that platform struggled to fight through the long path to realization.  After launching the startup company called Android, he and his co-founders considered venture funding, but realized that it would really take a company like Google, with deep enough pockets and enough patience to take the long view towards profitability, for the vision to become an impactful reality.

Congratulations Rich and team on these major milestones towards that reality!

(Here were my thoughts on the announcement of the Open Handset Alliance and Android just over a year ago.)

Business Observations: October 16, 2008 Edition

Thursday, October 16th, 2008

Standard disclaimer: don’t take from my selections, ordering, headlines, etc. any indications of the interests or plans of my employer (if you do, you’ll undoubtedly be disappointed when they don’t play out.)

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Now playing: Todd Agnew - Reached Down

Business Observations: October 8, 2008 Edition

Wednesday, October 8th, 2008

Standard disclaimer: don’t take from my selections, ordering, headlines, etc. any indications of the interests or plans of my employer (if you do, you’ll undoubtedly be disappointed when they don’t play out.)

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Now playing: Sam Ashworth - Loved One

Business Observations: September 25, 2008 Edition

Thursday, September 25th, 2008

Standard disclaimer: don’t take from my selections, ordering, headlines, etc. any indications of the interests or plans of my employer (if you do, you’ll undoubtedly be disappointed when they don’t play out.)

This list is getting really long, and I can’t see enough space in my schedule over the next several days to get around to commenting on it, so I’m just going to let the list speak for itself.  Lots of great observations in here - check it out!

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Now playing: Kate York - The Right Way

Business Observations: September 16, 2008 Edition

Tuesday, September 16th, 2008

Standard disclaimer: don’t take from my selections, ordering, headlines, etc. any indications of the interests or plans of my employer (if you do, you’ll undoubtedly be disappointed when they don’t play out.)

CTIA is behind us.  Mobilize is looming large.  I’d better get this summary of mobile business buzz out quickly before I’m swamped with more content…

Openness continued to be the mobility theme for 2008 as the industry’s fall CTIA confab blew through the Moscone Center.

InternetNews’ coverage of the opening session with three of the four leaders of major U.S. wireless carriers talking about openness summarized the situation this way: “In a panel discussion that kicked off the show, the CEOs of the three top U.S. carriers touted open networks as the key to a even greater revenue in the future. That’s a sea change from the conventional telco wisdom that they needed to control what devices could access their networks and which applications could run there.”  The article quoted Verizon Wireless CEO Lowell McAdam as saying “All the people making applications for the PC desktop now want to move to mobile.  We couldn’t handle all that innovation, so opening up the doors and just protecting the network is only thing we have to do. Now, developers will place those bets.”   InternetNews notes “These statements are somewhat ironic, since in the early days of mobile data services, would-be developers had been stymied by a lack of access to the telcos and their networks.”  The article closes with a prediction by Sprint’s CEO Dan Hesse: “About 20 percent of users will adopt this very rapidly, and if their experience is good, it will grow.  It’s up to carriers to facilitate this.”

FierceWireless’ Sue Marek summarized the same session more concisely: “If you want to come away with one theme from the CTIA Wireless I.T. & Entertainment show, it’s that wireless networks are opening up.  But if you want to understand exactly what that means, you’re going to have to do some more probing. … During the opening keynote roundtable Wednesday with the CEOs from three of the top four wireless carriers, it appeared that some operators will focus on opening the network to devices (Verizon Wireless) while others will likely focus more on applications (Sprint and T-Mobile).  AT&T, unfortunately, did not participate in the panel.”

Just before the show started, Sue asked Sprint’s Kevin Packingham for a definition of Open.  Kevin’s response: “Open has become the trendy description for a strategy. Every year we go through a different trend and 2008 it’s open. There are two ways to approach this and these variations get confused. One variation is open access, which is the ability to take devices and recertify them on different networks. I don’t think there is a huge opportunity there. I don’t think that is something that a huge volume of subscribers are interested in doing. … Where most people are spending their time right now is application development. There is a lot of buzz around it.  … Right now it is too challenging and too big of an investment for developers to go to the mobile space. As an industry there is an opportunity for us to make it easier for them and get some more compelling services on the phone so we can really see this massive growth in data adoption.”

Meanwhile, the Phoenix Center used the week’s attention as a launching pad for their study on a potential Carterphone-like ruling on mobility - a heated topic within the industry.  “It is ironic that proponents of wireless Carterfone tout their rules as being ‘pro-consumer,’ because our analysis shows that such rules would likely drive up the cost of equipment with little, if any, reduction in wireless service prices,” said Lawrence J. Spiwak, President of the Phoenix Center and co-author of the study. “The pricing implications of wireless Carterfone are about as anti-consumer as you can get.”

On a more productive note, Alan Quayle also used the week’s attention to share his experience and knowledge on the topic of “Open Innovation and Application Developer Needs.”  He summarizes with: “Operators provide the ideal channel to market for many applications, with control over their network and devices, a billing relationship with the customer, a nationally recognized and trusted brand, high-street store presence, and a strong position in the industry’s ecosystem.  However, if an operator is not as effective as the Web 2.0 models mentioned above, developers will ignore them.  Which means service innovation is lost to over-the-top services, further pushing operators down the path to become just an ISP (Internet Service Provider). ”

Mobile advertising was another popular topic last week at CTIA.  Hmmm… Seems folks really ARE looking for a way to make money at this mobility thing…  Phil Goldstein of FierceWireless covered a couple of panels on the topic at CTIA providing divergent views on the topic: “In the emerging world of mobile marketing there are often divergent points of view between carriers and ad agencies over what values should be emphasized in targeting consumers. … In an afternoon panel focused on carrier concerns, with participants from Alltel, AT&T, Sprint, and Verizon Wireless, the idea of working in market on demand was emphasized. … The agencies’ panel’s moderator, Mark Lowenstein, the executive director of Mobile Ecosystems, echoed some of the themes from the carriers’ panel: mobile data usage is taking off, smartphone growth has led to an increased potential market. … David Katz, the vice president of mobile advertising at Yahoo!, said the key to mobile markets was obvious: to deliver audiences, and, in turn, revenue. The problem, with this, [Ansible Wireless' Julie] Preis said, was developing a clear line between brands and consumers and delivering on the promise of mobile marketing as a persistent and personal form of advertising. … All of the panelists acknowledged the value of respecting consumers on all levels though in a demand-driven market.”

Frost & Sullivan has found their own way to make money off mobile advertising - offering up a new report on the topic… If you’re cheap, like me, listen in to what the report’s author, Jeff Teh has to say on the topic for free: “Unlike traditional media which mainly delivers content, mobile advertising has the ability to also deliver services and personalised content to consumers. … One of the key drivers of mobile advertising is the evolution of the mobile phone into something virtually inseparable from the owners; many even working on their devices beyond simple communication. … As mobile users pay for services, they are unlikely to be receptive to ads and promotions unless there is a perceived value from receiving such ads. … Moreover, consumers’ willingness to receive and participate in ad campaigns depends on whether the campaigns are permission-based, and that subscribers retain control over the extent of their involvement with the campaigns and their personal information is protected. … Operators are in a unique position to exploit subscriber data to ensure that only relevant content reaches subscribers, as well as enable easy single-access for advertisers, publishers and content providers.”

And we can’t let another week go by without talking about APIs and App Stores…  Michael Mace shared his always insightful comments on the topic this past week: “If you make a web application or mobile platform, one of the trendiest things you can do is add APIs and a software marketplace to it so developers will extend your product. … In mobile, applications have an interesting history. Lately some new mobile players have generated huge attention for their application marketplaces.” He then talks about the huge growth Palm experienced in their developer base 10 years ago. “Disturbing, isn’t it? The idea that a platform could take off like that and then crash and burn…makes you wonder if the same thing could happen to the platforms that are popular today. … If you’re a developer trying to pick the right platform to create your apps on, that choice is very dangerous — you’re betting the success of your company on something that has a better than 50-50 chance of failing. … The success of a developer program is not driven just by the beauty of the APIs or the store, but by how the overall ecosystem works to enable developers to prosper. The two parts of the ecosystem that are most important to developers are the ability to create something cool, and the ability to make money.  If the ecosystem breaks down anywhere in the chain, the developer community will eventually collapse.”  He then goes on to describe exactly what a developer should look for in an ecosystem.  He summarizes with “Based on those tests, no mobile platform offers an ideal ecosystem today. … The ideal mobile app ecosystem would have the API power of the iPhone and the discovery experience of the iPhone store, coupled with business terms that allow add-on APIs like Flash, Java and Google Gears, all working across a much larger base of devices.”

That’s enough for this week.  I’ll see you at Mobilize!

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Now playing: Sara Groves - Add to the Beauty

Business Observations: September 5, 2008 Edition

Friday, September 5th, 2008

Standard disclaimer: don’t take from my selections, ordering, headlines, etc. any indications of the interests or plans of my employer (if you do, you’ll undoubtedly be disappointed when they don’t play out.)

I’ll blame the Olympics plus the arrival of our Wii Fit and preparation for a couple of classes I’m going to be teaching…  For whatever reasons, it’s been a really long time since I’ve dug into the ever growing list of business observations I’ve been collecting - and it’s huge.  How could I ever wrestle this monster to the ground?

Let me try tackling it a topic at a time…

The App Store Battle

In March, Steve Jobs announced the iPhone App Store.  It launched in July.  Apparently, before then, no one knew we needed such a beast (okay, some of us have been harping on the need for something better than the traditional carrier deck for awhile now…), but suddenly everyone is rushing to bring a better one to market.

First up were the rumors that T-Mobile was working on an App Store-like replacement for the traditional deck.  Tricia Duryee of mocoNews.net reported “Starting this fall, T-Mobile USA will take the extraordinary step of ditching its traditional deck on the phone and replacing it with a platform that’s open to almost any developer, multiple sources have told us. Think of *Apple’s* App store, but for the entire carrier’s handset line-up from smartphone to feature phone.” Paul Glazowski at Mashable says “Good Luck.” He clarifies “I’m curious to see how T-Mobile is able to grapple with three fairly major inconveniences: its non-global presence, its inferior network, and the inevitable mess that comes with providing tangential support for phone software compatibility issues.”

Next up on the app store runway was Google with its Android Market. Kevin Donovan at Techdirt commented on Apple’s tight fisted control of the App Store “If developers worry that their applications will be shut down by an overzealous enforcement organization (there is no evidence Apple is pulling applications after anything more than a third-party complaint), then innovation will stagnate.” He uses that observation to explain the relevance of Google’s announcement: “Google seems to understand this. In announcing their competing service, the Android Market, the Android team notes ‘We chose the term ‘market’ rather than ’store’ because we feel that developers should have an open and unobstructed environment to make their content available.’”

Not to be left too far behind, Microsoft, apparently, has started hiring to build a team for their own app store concept for Windows Mobile devices. Darren Murph at Engadget reports that “said platform will be christened Skymarket. Described as a ‘marketplace service for Windows Mobile,’ Skymarket could seemingly be a critical part of WinMo 7. ” Russell Buckley at MobHappy observes that “Actually, considering Redmond’s experience in the PC environment and the fact they’ve been doing Windows Mobile for 8 years now, it’s quite surprising that they hadn’t done this before.”

Russell goes on to point out that, in one form or another, Apple wasn’t the first, pointing specifically to GetJar: “And then there’s the dark horse in the race with GetJar, which is the incredibly popular independent download site for the mobile geek community… they’ve had 300 million downloads since 2004 and are averaging out at 13 million a month. OK, unlike some other players in the market, GetJar’s downloads are free, but these are still big numbers, albeit tiny in comparison to the mobile web. Expect some of those new carrier portals to be powered by GetJar, according to MocoNews.” He then uses that lead in as an opportunity to reopen the debate of native (downloaded) app vs. web-based app development.

Which is a good lead in to our next topic…

Application Development Environments

Andreas Constantinou sums it up pretty well at VisionMobile: “But the array of software platforms for mobile phones keeps growing.. and gets more and more entangled by the month, as new platforms surface.” He then provides a slideshow about “Application Environments (AEs), the software layer which enables developers to develop, deploy and execute their applications on a mobile phone.”

Ofir Leitner at Next Generation Mobile Content advises developers: “… don’t get me wrong, I believe that iPhone and Android are both great and promising platforms that open new possibilities for mobile developers, and we can already see its effects on the platforms market. There’s nothing like a competitor ‘breathing on your neck’ to get you finally going faster… But: Don’t focus all your energy there. Pay attention to the platforms that are currently in the hands of your users, and that in spite of how things look like now, will probably stay there, at least enough to make you get used to them… ”

Nokia obviously is the global market leader and is increasingly in the software business. So, when Forbes (reporting on similar bias at a Silicon Valley event) ran a very unfavorable article called “Nokia’s Software Problem” it immediately got a reaction. In it, they quoted Michael Arrington saying “I believe that Nokia and Symbian [the software that powers its smart phones] are irrelevant companies at this point,” and Loopt’s Sam Altman saying “You can trick yourself into believing the iPhone is not such a big deal if you say there are only 7 million in the world, but you would be completely wrong, because you’ve got to take into account the engagement levels.”

Obviously, this earned a strong response from more globally-minded commentators. Gábor Török at Mobile thoughts sums it up in his post “Silicon Valley doesn’t respect Nokia.”

And as this iPhone backlash started to gain steam, Tarek at tarekesber.com created a list of all the things he missed about Nokia’s S60 interface while using the iPhone: “After finally getting my thoughts on the iPhone 3G out into a blog post last week I felt it was finally time to go back to using a Nokia S60 device again. I’d really missed the S60 experience and I’ve wanted to try some of the new devices running the latest software … That got me thinking about what I really missed about the S60 experience while I was using the iPhone and here is what I came up with…” (click thru to read his list).

Apple Backlash

Paul Golding (love the new site design) made a number of meaningful observations about the iPhone ecosystem to bring some of the hype back down to earth in a post actually titled “Do androids dream of killer apps?”: “In a recent survey of Micro-ISVs, the mode (i.e. most common) revenue figure was…? … Exactly zero. … Having been involved with various software ventures in Web and mobile, I already knew the answer. Most of us do. Often times, the problem is the market, or lack of presence in one. … So, we will expect to see thousands of iPhone apps (there already are) and thousands of Android apps, most of which will go nowhere. But we continue to dream of the killer app. … There is no killer iPhone app. The ‘iPhone ecosystem’ is the killer. The device, the early adopters (and now hoards of smart followers), the flat-rate tariff, the apps store, the Apple marketing machine, the SDK, the … well, the list continues to grow. (Soon the prepay iPhone.) I’ve talked about the importance of ecosystems (I call it the ‘Mobilisation factory’) endlessly in various workshops and yet it largely gets ignored. It always comes back to that same issue - what business are we in? Parker pens thought they were in the pen business. When it was pointed out that they were actually in the gift business, things turned around.”

Apple’s closedness and censorship was also a topic of debate. Techdirt’s Mike Masnick summarized a couple of examples “Apple taking down popular games from its App store, … Apple denying a comic book reader entrance to its iPhone app store because the primary comic book being offered was too violent” as lead in to his real question: “Still, it does make you wonder why Apple is bothering? All it seems to do is piss off people. It takes extra work and effort on Apple’s part and it’s hard to see who benefits. … Having Apple set itself up as the ultimate gatekeeper isn’t ‘censorship’ — it’s just pointless.”

Femtocells

Completely switching gears… Femtocell technology has been a hot topic over the past few weeks.

Alan Quayle provided “An Independent Review of Femtocell Technology” He summarizes his findings with this paragraph: “Femtocell enables mobile broadband traffic to be off-loaded in the home and office, this is an important benefit for the operator not the customer. Operational and commercial issues need to be resolved, as described above. But once solved, and its operation is transparent to the customer, we will likely see femtocell bundled in all converged operator broadband modems. The main challenge facing femocell technology is the timing of when the operational and commercial issues can be solved to meet the conditions necessary for market success not technology trial success.”

Teresa von Fuchs, at MobileCrunch made these observations: “While so far most fixed-to-mobile solutions have been UMA-based, such as T-Mobile’s Hotspot@Home service in the U.S. and similar services offered by Orange in France, Spain and the United Kingdom, Sprint’s new femtocell-based Airave solution could create competition in the convergence market.” She quoted ABI’s Stuart Carlaw: “We expect cellular-based femtocells to have taken over the baton from UMA- and SiP-based Wi-Fi solutions by 2013, seizing 62% of the market.”

Unstrung’s Michelle Donegan went so far as to declare “2010: Year of the Femto.” Reading from a recent Heavy Reading report, Michelle reported “Among the 111 responses from the 79 operators surveyed, 54 percent said that they planned to launch services between the second half of 2009 and the end of 2010, and 33 percent said their commercial femtocell launches were scheduled for 2011 or later. Those timescales show just how much operators have yet to iron out in their femto strategies, from the business case to technical issues like interference management, standardization, service provisioning, and OSS/BSS integration.” She went on to summarize why operators are interested: “The main driver for femtocell deployments is simply improved coverage, according to the survey results. While there is strong interest in new in-home services, extending basic voice coverage is the primary goal of femto investments.”

There are many other topics I haven’t even touched, so feel free to dig into the articles listed below:

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Now playing: Chris Thile - Shipwrecked

Business Observations: July 31, 2008 Edition

Thursday, July 31st, 2008

Standard disclaimer: don’t take from my selections, ordering, headlines, etc. any indications of the interests or plans of my employer (if you do, you’ll undoubtedly be disappointed when they don’t play out.)

It’s been a couple of busy weeks in the mobile blogosphere, so I have a lot of material to pass along.

The nature of the emerging mobile web has been a topic with lots of interesting recent comments.

Carlo Longino titled one of his posts “When will the mobile web be mass market?“  He answers his own question both qualitatively and quantitatively: “Subjectively, I think it will be when I can make reference to the mobile web with normobs and they know what the hell I’m talking about :) With that in mind, I think we’re getting there. Even if people aren’t using the mobile web, they’re certainly becoming more aware of it. … To put a time frame on it, 2012 sounds good, as that’s when Intel says there will be 1.2 billion portable internet devices, and IDC says there will be 1.5 billion mobile internet users then.”

Daniel Applequist phrased roughly the same question, but with a different twist when he titled one of his posts “What will be the Model T of the mobile web?” Unlike Carlos, Dan doesn’t directly answer his own question, but he does provide some guidance to all of us wondering the same thing: “Though I love it, I have to say the iPhone ain’t it. It fails on both the low cost and the extensibility criteria. The OLPC device fails on mass-market grounds. … What we need is for someone to come along and deliver a mass-market, low-cost device that is extensible and open but which has enough ease and simplicity of use that it is embraced by the great public and enough oomph to be a mobile Web workhorse. There is a gigantic vacuum in the mobile industry right now with this exact shape. Candidates include Google’s Android, Limo devices, next-generation Nokia devices based on the new Symbian Foundation and possibly even Microsoft Smartphones, developed under their new “end-to-end” strategy. Any others?”

Paul Golding provided a very helpful overview of trends in achieving many of the goals Dan referenced when he posted a deck on “Rich Mobile Applications and real-time web UX…

One of the technologies/trends Paul covers is Mobile Widgets.  Carlo commented on Qualcomm’s new Plaza, calling it YAMWP (yet another mobile widget platform).   However, he also said it’s a platform worth watching: “I think the parts of BREW that Qualcomm hopes will most show through in Plaza are the relative ease of the developer experience and its appeal to operators. By embracing operators and making them part of the value chain, Qualcomm can steal a lead over other mobile widget platforms.”

Dean Bubley, on the other hand, wonders “Mobile widgets - who wants them?“  He says “Maybe I’m missing the point, but I’m starting to think that the fascination that the mobile apps industry has with “widgets” (small Internet-connected applications) is misplaced. … But frankly, based on recent experiences, I can’t see where the customer demand lies. I can see why the industry would like widgets to be adopted. But I fail to see why end users are going to be bothered.”

Of course, the iPhone has many proponents who say that it will be the device that drives the mobile web to the mass market.  James Kendrick weighs in with his well thought out argument for how the iPhone is “changing the face of the Internet.” His main argument is how easy the iPhone is for quick web sessions, anywhere, anytime: “I can easily do most anything I want to do on the web using the iPhone and it’s just plain easier to use than any other mobile browser platform.  Sure text entry is not the best with the on-screen keyboard but let’s face it, how often do I really need to enter a lot of text?  Not as often as I might have thought at first.  So I am finding the iPhone is changing the way I consume the web, and from what I saw online this weekend I’m not alone.  You just can’t argue against something that does what you want so well. … There are very few web sites that don’t work on the iPhone and that surprises me.  I guess I’m prejudiced by my past experiences with other browsers but I find almost all sites work very well on the iPhone.  The only sites that don’t work well are those optimized for mobile browsers, an ironic situation.”

Tomi Ahonen, provided a lengthy and passionate argument against both the iPhone and the entire concept of the mobile web in his post “On Seventh Mass Media vs. Sixth, and role of iPhone.”   I often agree with Tomi and this is a case in point.  I’ve argued that the “mobile web” discussion is missing the point, but Tomi does it so much more passionately and credibly: “The internet as we know it, based on PCs and dedicated access methods and a free model of the internet protocol with all the implied sharing and lack of control; is the sixth of the mass media (regular readers know we classify them as print first, recordings second, cinema third, radio fourth, TV fifth, internet sixth, and mobile as seventh of the mass media). … The internet as a mass media channel, is crippled by severe problems. It is great, do not misunderstand me, and the internet will grow much for at least a decade to come. But it is fatally flawed when contrasted with its younger sibling, mobile as the 7th of the mass media. … The seventh mass media channel is the younger brother of the internet. It is not the same. And mobile is proving to be far superior as a media channel than the internet. … So - lets be clear again. I am arguing not for the overall benefit of the internet - there are countless benefits beyond the internet being a media channel. … So - lets be clear again. I am arguing not for the overall benefit of the internet - there are countless benefits beyond the internet being a media channel. … ”

Within this context, Tomi compares the iPhone to the Mallard, a steam locomotive that set a world speed record after the world had already started to shift from steam to deisel and deisel-electric locomotives. : “The iPhone is not the ultimate phone today (hear me out…). It is the ultimate pocket Macintosh today. It is small enough to fit your pocket, and easy enough that any Mac user can easily use all of its features. It is also supremely connected, now with the iPhone 3G having not only 2G and WiFi but also 3G speed connectivity worldwide. An amazing device - for a sixth mass media world. … It is the Mallard. The topmost model for the older generation. … It utterly fails as a 7th mass media device. If you consider 7th Mass Media opportunities - SMS, ringtones, MMS, user-generated content in picture and video sharing, etc the iPhone is stunningly BAD at it. You can’t type SMS text messages blind on the phone (half of the youth do that today, eventually this will be half of the worlds’ population..) but you can type SMS messages blind on essentially every rival smartphone from Nokia N-Series to SonyEricssons to Samsungs to the Blackberries. The iPhone does not SUPPORT the multimedia messaging standard - MMS - that essentially every 2.5G phone - 80% of the world’s mobile phone population today - supports. If you take a picture on your phone and send it to someone else, even the person with a five year old Motorola will be able to look at it but not the couple of million people with Apple’s so-called superphone. And how about that video recording? CNN advertises its i-Report on TV every day, and shows videos shot by users around the globe. But the iPhone does have a camera, it does not capture video !!  This is old mindset thinking, trying to build a faster steam engine. It is beautiful and slick and fast - like the Mallard was.”

Thanks Tomi - you’ve given me a smooth transition from discussions of the mobile web into discussions of devices and platforms.

Carlo quoted from a New York Times piece: “Though almost every discussion at the MobileBeat conference in Sunnyvale, Calif., on Thursday centered around the iPhone, venture capitalists told mobile entrepreneurs to broaden their focus and build applications for all phones.”   Carlo goes on to share his thoughts on the topic, closing with “But, there are still good takeaways here for platform providers, device vendors and operators: make development easier, and make app discovery and download simple and rewarding.”  Sounds like good advice.

Speaking of other platforms, Engadget poked fun at the J. Gold Associates analyst who boldly claims that Symbian and Android will merge in the near future: “Craziest thing, it turns out that Google, Nokia, and Symbian are all dismissing the platform merger talk as utter nonsense. And for once, we believe those trusty souls; who knows, maybe it’s the complete lack of technical synergy between them?”

Kevin Tofel recognized Palm’s success in selling 2 million Centros by observing “price matters.”  “Congrats to Palm, however. They take a fair amount of ribbing on their product line these days, but you have to give them credit: they not only saw the potential for a low-cost smartphone, they got such a product to market. Two million of them to be precise.”

Microsoft isn’t finding it so easy to sell smartphones in an immediate post-iPhone world.  Russell Buckley summarized it with his post titled “Windows Mobile in the dunk tank.”  He starts his piece by emphasizing why mobile has to be important to Microsoft: “the mobile will become the most important digital device on a number of different levels; more people have web connected mobiles than connected PCs - and that’s already happened; outside N America and Europe, the PC itself is going to be either leapfrogged or annihilated, which will profoundly affect the way that digital data is consumed everywhere; and in the words of my ongoing mantra, the mobile will do to the PC, what the PC did to the mainframe*. … This means that mobile needs to be central to Microsoft’s strategy if they are to have a future and a lack of success in this area means that their current problems are going to seem trivial in comparison.”  He closes with advice to the software giant: “I’d suggest that Windows Mobile probably isn’t going to be the answer and they need to think of a radical and brave new direction to assure their future in a world where the mobile is rampant.”

Meanwhile, new entrants into the mobile arena aren’t exactly finding smooth sailing.  Even Apple has had challenges, with Dan Jones commenting on “Apple’s iPhone privacy headache.”   Garmin is also finding it more challenging getting into the mobile phone business then they expected, as Sindre Lia observes in “Garmin Nuvifone gets spanked by carriers.”

On a note a little closer to home, many commented on a California judge’s ruling against Sprint as “a blow to the industry.”  However, Mike Masnick provided a more carefully considered analysis of the case and the ruling, demonstrating an understanding of the challenges that mobile operators must manage through: “However, there is a reason why such ETFs exist: it’s basically to recoup the subsidy that mobile operators pay to give you your super cheap mobile phones. And, those ETFs were in the contracts offered to customers, so it’s difficult to see why such things are really a problem.”

There’s a lot more happening, so here’s a list of other headlines:

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Now playing: Michael Card - Tears of the World