Comments on: How iPhone 3.0 Will Impact Wireless Networks

By: Always On Real-Time Access » NY Times article: AT&T to Urge Customers to Use Less Wireless Data

Thu, 10 Dec 2009 19:43:12 +0000

[...] and solutions needed to address this issue (some thoughts were discussed with Business Week, GigaOM, NYTimes and others) and then in more detail in the Yottabyte whitepaper). Looks like industry is [...]

By: What Will Carriers Do When the Data Gravy Train Derails?

What Will Carriers Do When the Data Gravy Train Derails? — Mon, 13 Jul 2009 13:53:57 +0000

[...] wireless revolution, based on data connections. But selling data plans to people is going to become more expensive in the next 5-10 years as more consumers seek to use [...]

By: Are Push Notifications Better than Background Apps?

Are Push Notifications Better than Background Apps? — Mon, 06 Jul 2009 17:39:17 +0000

[...] events on their servers and push a notification of those events to your handset. Essentially, the software relies more on the network and servers than the client hardware. The benefit is that a third-party app isn’t just [...]

By: MobileBeat 2009: Come hear executives from EA Mobile, CBS, Pandora, China Mobile and more | Techdare

Wed, 01 Jul 2009 21:52:21 +0000

[...] Chetan Sharma, President, Chetan Sharma Consulting — Sharma is a well-known mobile industry analyst (cited recently for a report showing the wireless data plan industry hitting $10 billion for the first quarter, a record) and he’ll be moderating our first panel of the day, about how key mobile companies are searching for their role in the new world order. Incidentally, he’s also predicting the iPhone 3.0 OS will push data usage up by 1.5 to 2 times. [...]

By: MobileBeat 2009: Come hear executives from EA Mobile, CBS, Pandora, China Mobile and more | UpOff.com

Wed, 01 Jul 2009 21:04:49 +0000

By: MobileBeat 2009: Come hear executives from EA Mobile, CBS, Pandora, China Mobile and more | TechDozer.Com

Wed, 01 Jul 2009 21:00:27 +0000

By: We Need a Broadband Cloud, But It’s a Hard Sell

We Need a Broadband Cloud, But It’s a Hard Sell — Wed, 24 Jun 2009 20:38:45 +0000

[...] | Wednesday, June 24, 2009 | 1:38 PM PT | 0 comments The demand for ubiquitous web access and a scarcity of bandwidth on wireless networks are driving the technology world to try to figure out how to build the equivalent of a bandwidth [...]

By: Thursday links: real people and capital Abnormal Returns

Thursday links: real people and capital Abnormal Returns — Thu, 18 Jun 2009 17:09:35 +0000

[...] Reviews of iPhone 3.0 and its likely impact on wireless data usage. (Gizmodo, GigaOM) [...]

By: Rod

Rod — Thu, 18 Jun 2009 13:50:16 +0000

A major component of this story is it’s another point in the transition of telecom from low value, high cost services (think long distance) to a high-value, low cost service (as in dumb data pipe). Telecom is terrified of a future where voice services move to the data side of the phone and they’re left competing over bandwidth and latency. For $20/month.

By: Sachin

Sachin — Thu, 18 Jun 2009 10:35:35 +0000

The impact will not be sudden because for this better experience people will have to buy altogether a new iPhone as old iPhones with 3.0 OS are not faster, which will be slow process. Most will upgrade their software only.

By: joe

joe — Thu, 18 Jun 2009 02:45:54 +0000

The impact is more money for the telcos, especially with the current sky high costs of mobile data plans.
Still consumption will increase as more innovative applications appear for mobile data, such as unlimited voip mobiles
http://fonosip.com/english/unlimited-mobile-phone.html

By: Mark Sigal

Mark Sigal — Wed, 17 Jun 2009 23:18:09 +0000

Well, I hearken back to an observation by the late, great George Gilder (okay, he’s not deceased – sorry George!) that when resources shift from scarcities to surplus, tremendous value and wealth is created.

The whole mobile broadband model has been shaped on a scarcity premise. With iPhone 3G S, Pre, Android, etc. racing to market, the game starts to really change to a surplus play. I am not mathematically smart enough figure out the economic indigestion AT&T, et al will contend with in riding this wave, but seeing AT&T back down a bit on their upgrade path for iPhone 3G owners is suggestive that they realize that this is the next major pivot point in the industry.

History suggests that it’s better to model yourself to be like Google (create and ride the goodness of surplus) than AOL (milk the cow of scarcity), something not lost on the carriers. The challenge for the wireless guys is to get you onto a bundle ALL-YOU-CAN-EAT package that includes your mobile devices, notebooks, home networking, and then figure a way to create a 1+1=3 on top of that.

Cheers,

Mark
READ: ANALYSIS – iPhone 3.0: Block the Kick Strategy
http://bit.ly/ANdMz

By: iPhone OS 3.0 Update Available

iPhone OS 3.0 Update Available — Wed, 17 Jun 2009 21:09:42 +0000

[...] will all bring exciting new apps and functionality to every web worker’s iPhone. Indeed, as Om notes, these new features and an upsurge in engrossing new apps could spur mobile data usage to greater [...]

By: krishnabaidya

krishnabaidya — Wed, 17 Jun 2009 19:58:53 +0000

internet teethering is working great in Singapore … now, that gives me an option to access internet on my laptop while outdoor without looking for a wi-fi hotspot. now, do you think that will have impact on data usage? i bet it will.

By: ScottK

ScottK — Wed, 17 Jun 2009 19:38:52 +0000

There was an article in USAToday about the strain the ATT network is under and it is probably not going to get better soon. I know they are trying to get ahead of the curve, but we may all be in for poor network perfomance as more of these devices hit – even Sprint and VZW as they add Pre’s, more Blackberry’s and WM devices. Come on LTE!

By: Beau Fernald

Beau Fernald — Wed, 17 Jun 2009 18:02:27 +0000

The biggest impediment to my bandwidth usage on the iPhone 3G is phone’s processing speed. Whether it’s accessing data locally, or on the network, it seems to run at the same pace. If the new release is faster, that alone would increase my iPhone usage and corresponding bandwidth usage as well.