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Posts Tagged ‘gigaom’

Article from GigaOm.

“The crush of smartphones, tablets and laptops all vying for ever more bandwidth intense content, has forced mobile operators to beef up their backhaul, rally for more spectrum and implement new network technologies. It’s also reshaping the way they think and build out their networks. Or it will. Last week, I had outlined the the demand for data combined with more people wanting access to the mobile web are forcing operators to add more diverse network technologies, such as Wi-Fi, picocells and femtocells and of course more base stations, which are all of their effort to build more creative pricing plans.

Essentially the current networks and airwaves are unable to meet the demands of millions of consumers trying to download YouTube ( s goog) videos and Posting pictures to their Facebook profiles. Carriers have already embraced Wi-Fi offload but the thought is even that won’t be enough. Plus adding Wi-Fi, and even smaller base stations such as pico cells or even femtocells adds complexity to the network.

As I said in my previous article: “But multiple networks and more base stations, as well as more demand, are forcing operators to undergo a shift similar to what the data center saw as the demand for computing began to overwhelm the profits and abilities of systems administrators to handle it. For example, when it took one person to manage 10 servers, owning 500 was an investment, but now with corporations owning tens of thousands, such a ratio would constrain demand. So places that required a lot of computing adapted and came up with new architectures and software that helped become the redundant, autonomic and cloud-based computing centers familiar today.That same shift will have to happen in the mobile networks, and Intucell is just one company that will help make this shift a reality.”

My previous article focused on Intucell, a startup that’s pushing a technology to help operators reconfigure their networks in real time. There are other startups aiming to address this space, whether it’s with an all-in-one chip design that can work on multiple radio frequencies inside a base station or companies trying to deliver real-time pricing and billing information to operators. But the big gear makers aren’t oblivious to this trend, and today Alcatel-Lucent announced its lightRadio suite of products that answers many of the needs mobile operators have.

With this launch, Alcatel-Lucent has fundamentally rethought the way cellular networks are built. Instead of the traditional model of multiple radios and antennas cluttering up a large cellular tower with cabinets of electronics connected back to the web via a fiber or hardwired backhaul pipe, it has built smaller antennas attached to a single radio that can send and receive Wireless signals using multiple radio technologies including 4G 3G and some 2G technologies. These are then connected back to the network via microwave backhaul and the processing required to separate and route signals occurs deeper inside the network rather than at the base station.”

Read the whole article here.

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Sounds to me like Tesla is going public. Here is some coverage on the topic from The GreenBeat blog at WSJ Online.

“Rumors are swirling today that Tesla Motors is seriously considering an initial public offering sometime soon. The talk has been tracked to two anonymous sources, who say the six-year-old company could cash in big on the battery-powered car trend before electric and hybrid models from companies like General Motors, Mitsubishi and Nissan make it to market.

Tesla has officially denied the prediction, calling the IPO chatter “rumor and speculation.” That said, going public in 2010 would give the San Carlos, Calif. company several distinct advantages. First, it would solidify its position as the electric car player to watch. It’s already been casually anointed as the leader by industry observers and the Department of Energy, which granted it $465 million in stimulus funds in its first round of low-interest loans for advanced transportation projects. Second, it could use the sale to raise money to get its hotly anticipated Model S sedan out the door by its 2011 due date.

Tesla is one of several cleantech companies anticipated to go public as soon as next year. When A123Systems shocked the market with its blockbuster IPO in late Sepember (its share price jumped 50 percent on opening day), many analysts, including the Cleantech Group, said that the biggest public offerings in 2010 will probably come out of the green sector. In addition to Tesla, solar system maker Solyndra — which received $535 million in loan guarantees from the DOE in March — and smart grid communications provider Silver Spring Networks have also been named as likely candidates.”

Read the full article here.

GigaOm also covers this topic saying:

“Last Friday, buzz about an imminent IPO for electric car startup Tesla Motors hit the Interwebs, courtesy of two anonymous sources familiar with the plans who spoke with Reuters. As in several previous stories about its possible plans for a public offering, the company has declined to comment.

But if and when Tesla goes through with its long-discussed goal of going public, it could be the biggest and possibly the first public offering for a U.S. car company since Ford Motor’s IPO more than 50 years ago. The event will also offer a glimpse at the role IPOs will play in the nascent green car market — is the classic venture capital model (invest early and find a big exit in the form of an acquisition or an IPO) viable for this sector, or will a green-car IPO be more about feeding big capital needs and branding?

Hopes for a Google-like moneymaker in cleantech (Google took only $25 million in venture capital to make millionaires of 1,000 employees and billionaires of its two co-founders in a wildly successful IPO) have already started to fade for some in the sector. Stephan Dolezalek, managing director of VantagePoint Venture Partners, which has invested in Tesla, told Reuters in September that public offerings now serve more as “financing events” for alternative energy and other cleantech startups rather than a way for investors and founders to cash in on equity.”

Read their version here.

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Conventional Valley wisdom have been that free is good. In terms of Android, this is the case – free is good! But, once you start to compare it to iPhone, some essential questions come up.

I recently finished a iPhone project with a company out of Sweden, Resolution Interactive. My task was to reshape the business model from traditional PC- online to something fruitful. Coming into to the company early last spring, the finances was well below bad, the team was in dissaray, and the revenues where nill. When iPhone developer program then came available in mid april, we saw the chance and made a jump for it. Although pretty messy to begin with, Apple continued to publish supporting materials, reached out with a network of visionaries and helped us go through the ups and downs of discovering a new market, new business model and new way of marketing.

When we in mid October release the first game – Clusterball Arcade – we received som good reviews and quickly went for title nr. two – AquaMoto Racing. Succesful in my mission, I was able to create a new businessmodel and find a new market for a struggling game company – this with the help of Apple and iPhone.

So, the release of Android from Google, the OVI initiatives from Nokia etc. are all good, but I wonder if they really will be able to provide the multitude of support that Apple was able to provide to me. Also, the unified developer environment (Xcode), the one device, clean business model and pre-existing audience to market too makes it very hard to understand how anyone will be able to compete with Apple on this market segment.

Mark Sigal just posted a excellent article at GigaOm. His analysis below summed this up very clear to me:

“The reality is that openness is just an attribute -– it’s not an outcome, and customers buy outcomes. They want the entire solution and they want it to work predictability. Only a tiny minority actually cares about how or why it works. It’s little wonder, then, that the two device families that have won the hearts, minds and pocketbooks of consumers, developers and service providers alike (i.e., BlackBerry and iPhone) are the most deeply integrated from a hardware, software and service layer perspective.”

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Here is a interesting article from GigaOm.

“Entrepreneurs often focus so much on running their companies that they don’t have time to worry about events in the outside world. Normally, this is how it should be, but the credit crisis slamming Wall Street right now is an exception, and it has deep implications for any startup.”

Click here to read full article

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With this latest move, Apple continues to grab for the portable media market. The latest addition is that consumers will be able to purchase recent releases on iTunes on the same day as it is released on DVD. At a $14.99 price tag Apple is likely to continue its grab for marketshare.

Here is a good analysis from Om Malik: “Given its history, the odds of Apple replicating the success it’s had with music in the movie download business are pretty high. The near ubiquity of its iTunes software and easy download process render it a good candidate for making a habit out of downloading movies. There is, of course, one problem when buying and download movies online: It takes forever.”

This is good news for the ISP´s, whom now have more upsell arguments and branding opportunities when sellling broadband connections. On the bad side, VOD Online DVD rental outlets might face some challanges that will shake up their business models quite hard.

Click here to read more

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