Skip to main content

What I've been reading this week

I’m easing myself back into my weekly blog after a long absence. So here’s a brief roundup of stories from the TMT industry that caught my eye this week…

Traditional business models

MPs criticise the process for rolling out rural broadband in the UK and BT in particular… but as I said on these pages 2 years ago, it’s no surprise that the national incumbent telco is the only provider who can make these rollouts even slightly economical. Seems very harsh to single them out. http://www.bbc.co.uk/news/technology-24227096

Telefonica raises Telecom Italia stake – the consolidation of operators into super-majors continues. Particularly true in Europe, where we have far too much fragmentation to effectively negotiate with global suppliers. http://www.rethink-wireless.com/2013/09/25/telefonica-raise-stake-telecom-italia.htm

A really interesting IPSOS study on the continued growth in size and changing makeup of the American affluent consumer. Worth a read, even if you aren’t US-based. http://www.ipsos-na.com/news-polls/pressrelease.aspx?id=6257&wt.mc_id=1110521&ce=jc@watershed-publishing.com&link=6257&top=

The end of RIM is nigh. I imagine it’ll be snapped up for its brand by one of the big Chinese manufacturers… No tears from this guy. Blackberries have been irrelevant for years. http://www.rethink-wireless.com/2013/09/23/blackberry-slashes-bone-z10-failure.htm

China has removed the ban on games consoles in the country… but the games have to be made in China. Could be an exciting time for the games industries – sure there’ll be studio partnerships aplenty. http://www.slashgear.com/china-approves-removal-plans-for-video-game-console-ban-after-13-years-27299390/

New business models

Storygami offers an interesting twist on online video. Every frame is rendered in HTML 5, making it much more interactive and extending opportunities for advertising. One to watch. http://www.wired.co.uk/news/archive/2013-09/27/storygami

Digital culture

Wow – Turkey has decided to train people to tweet the “correct” version of events. I presume that they’ve never heard of bias? Or perhaps they’ll average out the opinion with a giant Thought Police style computer? www.ft.com/cms/s/0/13c035f6-1f06-11e3-9636-00144feab7de.html?siteedition=uk&siteedition=intl#axzz2f97gD9ry

An opinion piece on the advantages of crowd-sourced journalism/ investigations using Reddit. http://gigaom.com/2013/09/17/reddits-crowdsourced-media-is-a-lot-like-the-regular-kind-good-at-some-things-not-so-good-at-others/

Breakthrough technology


An advanced material that allows you to stick your phone to any surface… clever, but pointless! http://www.pocket-lint.com/news/123704-stick-your-mobile-to-any-glass-without-glue-using-a-15-goo-ey-cover

Comments

Popular posts from this blog

Impacts of a handset leasing model on mobile telcos

Following yesterday's post, here's some related thinking on the impacts on operators of handset leasing. Handset sales represent around 25% of operator revenues in a typical European market, but generate only around 5% of margin. It may therefore be the case that the scenario described would lead operators to a more profitable structural model than exists today. Oil companies are consistently and acceptably profitable, despite being (literally in some cases) the ‘dumb pipe’ that operators are so desperate to avoid becoming. One of the reasons for the oil majors sustained profitability is clear focus on their role in the value chain – to supply the fuel that enables transportation, relying primarily on location, then brand and finally product innovation to compete. BP or Shell do not need to subsidise the purchase of a car in order to drive consumption of fuel because consumers are ‘hooked’ on it (it gets them from place to place) and there are many credible car manufacturers an...

Differences between Industrial and Digital businesses

Since I'm stuck on a Eurostar crawling through western France I thought I'd use the downtime to share this table I've made on the differences between Industrial and Digital companies across the main business functions. A strange insight into how my mind works... but hopeful a useful summary!

What I've been reading this week

I think that participants in the TMT industry need to read widely in order to understand the present and future dynamics of the market. To that end, this post is a collection of the articles that have caught my eye. This week: Nintendo, RIM under siege, cyber crimes cost Huawei, Amazon gains ground online and in India and why we should be more like Han Solo. New business models A brilliant blog on the continuing travails of Nintendo. Wii took them on a different path to Microsoft and Sony, but have only temporarily halted long term inability to compete in hardware. http://www.asymco.com/2012/03/26/staying-satiated-and-smart/ And as if things weren’t bad enough, Sony’s next generation PS3, codenamed “Orbis” is rumoured to be coming next year. http://kotaku.com/5896996/the-next-playstation-is-called-orbis-sources-say-here-are-the-details Housing prices in tech hotspots are rising fast. We see the same thing in the trendier areas of London, where tech companies are landing , buying office...