Greeks are having elections; PACs are gathering Millions and Apple had their Developer Conference. It’s easy to see why; I am not catching a lot of attention. According to the news we are on the precipice. My articles focus on the precedents.
In conversations this week, I have been told that my Regulatory 2.0 efforts at best can solve minor nits. Market trends point to consolidation and regardless of who wins the election telecom initiatives are mired in problematic policies. It does not take much analysis to see the analytics of the device and apps company are a much better picture than the Service Providers data equivalent of three tone slope.
I see the issues of Net Neutrality as being more of a last device rather than a last mile issue and I would love for you agree or disagree here http://www.surveymonkey.com/s/MHCFC6K.
However some policy changes give me hope.
Brough Turner and Tom Evslin both recognized that in the commissions super WiFi decision we were getting a new precedent on how spectrum would be allocated. I shared that point captured in Rich Steves’ article http://bit.ly/KALGtx opportunity.
Another precedent is WebRTC which is captured by our friend Alan Quayle in his article for No Jitter http://bit.ly/K9UOz2 . I tweeted the question, “Does WebRTC force the carriers to VoLTE? “
As over the top becomes the norm, I here that it’s all because of Apple’s influence.
I am always leery of giving Apple credit for insight into telecom
My friends continue to think that Apple will be a carrier, ignoring the fact that they just added Cricket to the list with ATT, Sprint and Verizon Wireless in the US alone.
Our friend’s logic is that they have all this cash that they need to find something to do with it, and from a market cap perspective companies like Clearwire are easy acquisitions. It’s easy to imagine a Brewster’s Millions remake where Tim Cook drains the coffers to make a worldwide network. As a result of this discussion, I am looking to develop a series of calls under the Regulatory 2.0 umbrella which I am borrowing form SNL and calling “Really DeviceTel?” The first one I am looking for my Wall Street Analyst friends to talk about the soundness of the financing this telco strategy. If you want to participate send a note to me email@example.com .
Don’t misunderstand in terms of networks Apple has one. Like Amazon, Google and Microsoft the network supports the cloud not the call. In fact, I can make the case that these companies have created in their messenger services a better over the top service than the carriers can create. Even Blackberry Messenger could be part of this over the top RTC crowd.
So the story is about the Apps and the developers
Tim Cook, led the Apple WWDC faithful which inspired me to write my Mobility Tech article http://bit.ly/Mev2JP . Apple’s empire gets built one market at a time and now the sites are set on search. I tweeted “Can Apple Turn 400 Million People against Google”. I watched the faithful clapping appreciatively, I was thinking of the contrary side (It’s my job and my nature). Jeff Pulver started by providing bond analytics as an Add on to Lotus 123, his add on was embedded by Microsoft into Excel pushing him out of the market but standardizing his error codes. Watching Apple showing their embedding of Facebook, Maps and Yelp, I wonder what business plans were being destroyed in the smiling audience.
Everyone wants the developer and with HTML5 we can all be developers.
In trying to think about this, I was reminded of my old math book, which led to my M2M article http://bit.ly/NuAOhw and my Bob Newhart’s button down mind http://bit.ly/M1dnHg .
My path the next few weeks has me returning to Washington DC and then to Boca Raton. If you are in these areas let me know.
At one point I am going to be at two places at once. A new precedence for me based on the video world http://bit.ly/KPhi8o that is changing our future, (and a Firesign Theatre overtone). I am going to participate in IMTC’s 2025 http://2025.imtc.org/ and the SIP Forum’s SIP NOC http://bit.ly/LuldbV .
I will try to point out the precedents that will lead to the future and not cry that we are on a precipice.