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Articles Written by: DEAN BUBLEY
I have long been of the view that the greatest challenge to operators' hold on mobile value-added services will not necessarily come from Google (GOOG), Skype and other Internet players. It will come from each other.
The unspoken threat has been that ...
From DEAN BUBLEY,
Seeking Alpha,
5 Nov 2009
I'm wondering.....
... if LTE looks like it might be delayed, for example because of poorer-than-expected performance, difficult optimization, continued wrangling over voice/SMS implementation, or because operators don't want to be strong-armed into ...
From DEAN BUBLEY,
ETF Investor,
27 Oct 2009
One of the claims that the mobile industry likes to perpetuate is that SIM cards (and subscriptions) are "personal" and therefore position cellular operators as ideal providers of identity management services.
I've long thought that there were lots of ...
From DEAN BUBLEY,
ETF Investor,
18 Oct 2009
About 10 years ago, it became fashionable to say that "voice is just another sort of data on an IP network". VoIP, it was suggested, just turned telephony into mere bits, just like any others.
I want to extend and explore that description of ...
From DEAN BUBLEY,
Seeking Alpha,
8 Sep 2009
I'm horribly busy so don't have time to write reams of analysis, but the juxtaposition of two announcements Monday really caught my eye:
1) Nokia (NOK) announcing a Windows-based netbook (sorry, "booklet"). I wonder if they'll ship all of them with 3G ...
From DEAN BUBLEY,
Seeking Alpha,
25 Aug 2009
I am constantly amazed by the groupthink in parts of the mobile industry, and the shameless and unquestioning way that careless, woolly figures get rolled out, time and again.
"There are 4.5 billion mobile subscribers"
"The next billion Internet ...
From DEAN BUBLEY,
Seeking Alpha,
11 Jun 2009
Various mobile operators are allegedly "furious" that Nokia (NOK) intends to put some form of Skype client on upcoming devices like the N97.
It's not immediately obvious to me whether it's a full two-way mobile VoIP service intended for use on HSPA, or ...
From DEAN BUBLEY,
ETF Investor,
3 Mar 2009
Om and others have articles lauding Indian mobile operator Reliance's launch of "free" netbooks PCs, subsidised through 24-month data contracts at $30 a month. There is the suggestion that this model could radically change the uptake of PCs in emerging ...
From DEAN BUBLEY,
Seeking Alpha,
22 Oct 2008
Interesting to see the announcement that Ericsson (ERIC) is going to collaborate with Intel (INTC) on the next generation of small MIDs (Mobile Internet Devices). Edit - I see that datacard specialist Option is joining in too.
Although definitions vary, ...
From DEAN BUBLEY,
Seeking Alpha,
22 Oct 2008
My last point on "shared" 3G dongle access, hooked up via WiFi , has got me thinking in a bit more blue-sky fashion.
Looking forward a few years, there will be lots of 3G connections, of varying speeds, prices and coverage. Connections and QoS will ...
From DEAN BUBLEY,
ETF Investor,
16 Oct 2008
