No Man is an Island, but Isle of Man is no longer CWC

This week’s article is going to be about M&A, so the news that Cable and Wireless Communication was “disposing” of its assets in Isle of Man, Monaco, Seychelles and a whole bunch of other assets in the Atlantic.

Batelco the Bahrain telephone company is buyer and you can see the difference in perspective.

 

Here is Tony Rice, CEO of CWC quote;

“The disposal of the Monaco & Islands portfolio is consistent with our objective of building a growth-driven, Pan-America focused business. The Monaco & Islands portfolio is a premium telecoms business and we are pleased to have agreed a deal that achieves an attractive value for our shareholders. We believe that Batelco will be an excellent owner and operator, bringing deep telecoms capability and international experience, and will continue the development of the businesses. The disposal will substantially reduce the geographic spread of our Group as well as increasing our financial flexibility. We will continue to operate the Monaco Telecom business, with the option to crystallise the second stage of the transaction if necessary consents are obtained.”

In other words, they transacted the bird in the hand.

On the other hand you have Sheikh Mohamed bin Isa Al Khalifa, Batelco Group Chief Executive with his view.

“We are pleased to announce this acquisition which will increase the scale and diversification of our operations. Batelco Group will have the opportunity to operate, in collaboration with its new business partners, communications businesses across 17 markets. This acquisition supports our strategy by adding new cash generative business clusters to our existing operations across the Middle Eastern region. We look forward to working closely with all the shareholders and management teams in the companies to ensure we continue to deliver value and innovation to customers and be recognized as market leaders.”

Bottom line, diversification for Batelco is bringing them into some interesting new markets where further acquisitions can be made.

On CWC’s side they look more like a target and as the assets consolidate the suitor may become clear.

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WebRTC Demostrations…if Only we had a Carrier Category

It’s always interesting to see when your expectations are exceeded.  The WebRTC demos were a huge success and more importantly were live.  When we first talked about the demos our expectations were that we were going to see a lot of lab work.  Things that had been tinkered with and brought out to discuss but not ready for prime time.

The reality is that WebRTC has some growing to do, but we are looking at implementations with real code. Many of the participants are true netizens and deserve honorable mention just because they contributed back to the open source community.

One place I was particularly impressed were the implementations that would match well into carrier implementations.

Thrupoint and Acme Packet demonstrations made me aware that the enterprise to carrier SIP Trunking implementations were going to be impacted by WebRTC.

Crocodile, like Acme, pointed to IMS, but showed a mobile implementation that connected to Rich Communication Services and could be part of a carrier’s Joyn implementation.

Bottom line is WebRTC is coming out of the gate not just as an over the top solution, but as part of carrier implementations in the near future.

 

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Is their a Barrier to Entry

The IDC report showing that Android owns 75% of the Smartphone market points out some interesting issues.

 

Chart: Worldwide Smartphone OS Market Share, 2012Q3Description: IDC’s Worldwide Quarterly Mobile Phone Tracker provides smart phone and feature phone market data in 60 countries and 8 regions by vendor, device type, air interface, operating systems and platforms, and generation. Over 20 additional technical segmentations are provided. The data is provided four times a year and includes historical and forecast trend analysis. For more information, or to subscribe to the research, please contact Kathy Nagamine at 1-650-350-6423 or knagamine@idc.com.Further detail about this tracker can be found at:http://www.idc.com/tracker/showproductinfo.jsp?prod_id=37Tags: Samsung, Apple, Mobile Phone, Smartphone, IDC, tracker, Q3 2012, mobile phones, 3Q 2012, market share, galaxy, iPhone, Android, iOS, BlackBerry, Symbian, Windows Phone, Linux, 2012Q3, AnniversaryAuthor: IDCcharts powered by iCharts

 

1) Though Samsung dominates. It is losing marketshare based on price.

2) Apple’s prestige has lead it into a pricing problem that indicates it will be able accelerate growth.

3) Entry, or more specifically reentry into the market requires a comprehensive OS strategy.

I have congratulated Microsoft in rethinking the OS to be mobile, but so far the comprehensive view has not been reflected in the product line or its adoption.

Clearly its is going to need a great deal of partnership and product strategies to compete.

What People Don’t Get about Windows 8

We can argue the values of companies;

  • Amazon,
  • Apple,
  • Google,
  • Microsoft.

We can argue the value of networks;

  • ATT,
  • Sprint,
  • T-Mobile,
  • Verizon.

In the end they are not the where what we see.

What we see is look and feel.  We are going through a revolution on the web that is not about speeds and feeds but about user experiences.

Microsoft has understood that there job is not to compete with the iPhone or the Powerbook, but to rethink how we compute with them.

And our hats are off to them on figuring out how to make Windows8 a connector between all their devices.

They are going to get a lot of grief for being a major change from previous MS Windows.  In fact this has been as significant a change for them as when they became a windows company and hid DOS in the weeds.

They deserve our appreciation for the attempt.  Like Windows 3.1 we may watch them have to go through a great deal of user feedback to get it right.  But they have made the move.

 

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Linkedin Needs Some Curation Advice

I have just created a new id on Linkedin for the simple reason that Linkedin has not been paying attention to the explosion of groups.  As a conference guy I have an interest in a lot of places.  The linkedin groups are one place that I like to monitor.  But the groups are all over the place and tracking the right ones to connect to has become painful.  Big numbers does not mean good ideas and for industry country based groups are sometimes restrictive in how they post.

But rather than be stuck trying to choose do I want to track Smart Grid more than Green Initiatives I have decided my solution is in multiple email accounts.

I would rather have a curation tool, but alas that is not in the cards right now.

The Economy of America is App Based?

Well not yet, but here is an interesting thing you can do.  You can watch the american economy via an app.  There are very few things that excite, but the way the government has been moving to an egov environment (in all administrations) is one of them.

Now I have to get us focused on improving the initiatives particularly in Congress.

Here is some homework for everyone.  Here is Al Franken’s website.  I can make a case that it is “Good Enough”, but I think you should have the ability to comment on every issue to your Senators and Congressman.

Now look at Congressman Scott Garrett’s website and tell me if you think you are getting to tell him what’s on y0ur mind.

For my issues, the Net, Telecom, etc. even the best is pretty bad.

I think we need a better egov strategy for people to express themselves.

What do you think?

 

 

 

 

Google Earnings Drop Shows a Shift on Top

While the news leaked early and made tweets look like a stock ticker, the data behind the story tells a different story.

As you will recall from discussions with Bill Volk that later were reported in Gigaom,  the difference in the world of Android and Apple has a lot to do with the charging for an app vs. the commercials around an app.

In the recent Google Earnings WSJ article the statement is made “About half of all U.S. mobile ad spending goes toward search ads, more than the roughly 47% of total digital spending in Web search, according to eMarketer Inc. And Google takes a 95% share of mobile-search revenue in the U.S., estimates eMarketer“.

The article cites “Barclay analyst Anthony DiClemente estimates about $6.5 billion of the $8 billion Google is making on mobile devices comes specifically from advertising—or a 160% increase over the number reported last year.”

Crossfire Consulting did a composite analysis and points out that this is the year that mobile doubled the amount of devices compared to desktops and laptops. This trend is well understood by the likes of Microsoft who has turned Windows8 into a mobile OS more than a PC OS.

MobileMove.PNG

Bottom line is that Mobile has disrupted the advertising model (yet again) and Google should be seen as maintaining its advantage not loosing its grip.

iPhone5 Sales are still strong

According to Richie Jennings the iPhone5 is not being impacted by the Map Failure is not showing up in sales.

Most friends are still waiting for the iPhone5 and while I have been anticipating the new mini iPad, the iPhone maniacs are all around me.

It’s hard not to believe that iPhone5 sales are going to make the 4Q stock price a problem for many who are playing with shorts right now.

I also imagine that the iPhone5 form factor will be a subject of discussions when the new iPad arrives.

It’s clear for the Applemmings they can do no wrong.

 

 

The Economy of America is App Based?

Well not yet, but here is an interesting thing you can do.  You can watch the american economy via an app.  There are very few things that excite, but the way the government has been moving to an egov environment (in all administrations) is one of them.

Now I have to get us focused on improving the initiatives particularly in Congress.

Here is some homework for everyone.  Here is Al Franken’s website.  I can make a case that it is “Good Enough”, but I think you should have the ability to comment on every issue to your Senators and Congressman.

Now look at Congressman Scott Garrett’s website and tell me if you think you are getting to tell him what’s on y0ur mind.

For my issues, the Net, Telecom, etc. even the best is pretty bad.

I think we need a better egov strategy for people to express themselves.

What do you think?

 

 

 

Regrets before the Show

When you start planning events you focus on the audience and you think about what needs to be done to provide knowledge transfer about the subject.

For example, In Mobility Tech we are going to be talking about the data explosion, because the network planners are the people we are looking to support.  So we are talking about how to manage, coverage, speeds and feeds (backhaul).  We are also looking at the relation to of apps to the carriers (although most of apps content is in the HTML5 Summit).

Having said all that the problem is often this overlaps with the great content at ITEXPO which services many of the same segments.

This is particularly true on Wednesday at 9:30 when we get the benefit of Michael J. Riegel speaking on behalf of IBM about Mobile and Websphere.

While I will be in the session about Ruckus and the way that Towerstream has managed to blend 3G/4G requirements with Wi-Fi services using Ruckus technology.

IBM will be giving us all the benefit of a their Mobile strategy.  IBM has managed the migration to the Mobile Internet unbelievably well. They have, expanded their Java mobile strategies, supported their Enterprise customers with Websphere and of course acquired some support service solutions including a PhoneGap player.

They are without a doubt a good partner for the Enterprise company looking to make the migration to the BYOD world we are facing.

Rather than split yourself I recommend bringing a second person with you to hear both discussions.