I'm hugely busy at the moment, but a couple of quick things:
Skype's reported acquisition is very interesting, and it will be interesting to see what evolved. I'd expect to see:
- either collaboration or competition with Google's Wave. I'm increasingly thinking that the 100-year notion of a phone call or session as the basic unit of telecoms "conversation" between people is nearing end-of-life (well, on 20 year view, anyway)
- perhaps a proprietary carrier-grade service for VoIP on LTE or HSPA+, avoiding the IMS / CSFB etc conundrum
- I've got to believe that $100bn of profitable SMS revenue worldwide is a very tempting target, especially given the success of local alternatives like MXit in South Africa
- maybe the MVNO / SIM approach being targetted by Truphone and others
I see that 3UK is launching Novatel's MiFi. EDIT: Apparently it's actually a Huawei device (see comments). I'd thought it was the Novatel, but in a custom plastic shell; I stand corrected.
The UK's leading political blogger Guido Fawkes agrees with me about the faddish nature of Twitter.
I'm also skeptical about Android - I've said before that it's massively over-hyped and according to Andy, it seems like AT&T agrees with me. He's also had another great post up recently about service vs. product.
Symbian's David Wood has a blog post evoking something I wrote about a year ago - femtocell-optimised handsets.
Lots of noise about netbooks supplied via mobile operators, perhaps subsidised - but I'm waiting to see the outcome, as I reckon the market opportunity has been overestimated. I'm hearing anecdotal evidence that customers recognise it's cheaper to get a separate retail netbook and data contract rather than a bundle.
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