Five billionth device about to plug into Internet – Network World on the explosion of permanently connected mobile devices. According to the author, today there are around 1 billion computers (PC’s, laptops) with regular net connectivity. The remainder of that 5 billion from the title is comprised of mobile devices and all sorts of peripherals such as cameras, TV’s, picture frames, etc. The key development is that the number of networked objects is growing at such an astonishing rate, that fixed-place connectivity (the venerable personal computer in other words) is soon to lose its raison d’etre. Accordingly, the most important developments seem to be in the area of machine-to-machine connectivity.
The next billion geeks: How the mobile internet will transform the BRICI countries – The Economist on the Brazil, Russia, India, China and Indonesia mobile revolution. According to the article, there are 610 million regular internet users and 1.8 billion mobile-phone users in the BRICI market as a whole. Interestingly, and perhaps predictably, due to very poor to non-existent copper/fibre infrastructure in places like India and Indonesia mobiles have leapfrogged the PC as the main internet access interface in these countries. Only 81 million Indians have regular net access through fixed lines, but there are 507 million mobile phone users paying as little as $o.oo6 per minute, and more and more of these mobile users are also starting to surf the net through their phones. These numbers are incredible because they illustrate how a deregulated market based around a new technology can rapidly develop and leapfrog an established technology. This is also interesting in the context of Australia’s national broadband network plans which will eventually deliver a tragically outdated technical solution to a problem which can be solved rapidly as India’s example demonstrates.
How Google is Looking to Cut Apple’s Margin and How the Sell Side of Wall Street Will Enable This Without Sheeple Investor’s Having a Clue – Boombust Blog analyzing the cloud strategies of Google, Apple and Microsoft. Some very interesting analytics of earnings numbers and market share, but above all a clear spelling of the probable long-term strategy of Google with the Android phones/tablets. Google seems to have taken Apple entirely by surprise with its strategy to not only give away Android for free but to make it entirely open-source which in turn makes the platform an instant favorite with every real tech geek out there. This of course means that Google doesn’t have Apple’s fat margins from sales, but on the other hand it allows Google to not only expand rapidly (they have already achieved larger market share then Apple – an astonishing achievement), but to also undercut the future margins of the iPhone. Significantly, Apple has to compete on the software front with Google and its legion of geek volunteers, while simultaneously competing with all the hardware companies out there – HTC, Samsung, Motorolla to name just a few. On both of these fronts Apple is terribly outplayed in terms of innovation cycles – i.e. how fast can it research, release, update new products. Because of its cultist philosophy and total-control business model Apple has been maneuvered by Google into reacting in either of two ways:  cut prices, which will result in lesser margins and less resources for future development, or  break down the cult and open its metaphorical walled garden, which will go against the very core of what Apple and Steve Jobs stand for. Either way leads to doom, and Google has achieved that by completely embracing the open source movement. How is that for ‘Don’t be Evil!’?