Broadband adoption and Wifi v. 3G
Two good stories on demand shaping markets.
A history of Korean broadband (penetration 75%) on Ohmynews, the result of good ol' "build-it-and-they-shall-come". Thanks for this one to the ever well-informed Dirk van der Woude of Citynet in Amsterdam.
Blueprint on Arcchart predict user demand for 3G (not so fast but seamless coverage over a large area) will outstrip demand for WiFi (faster but patchy). Wholesale hotspot providers stand a better chance, as they are complementary to 3G.
Two worthwile reads on high-profile vendors.
Newsweek ran a good article on Huawei. Undercutting competitors by 70% makes you think.
BusinessWeek quotes Clayton 'The Innovator's Dilemma' Christensen on Apple. Twisting the argument the positive way, you could say the company must choose: either continue the proprietary way and keep launching great new products, or try to turn the proprietary product (ie iPod) into a standard.
An interesting and long Wired-article from Charles Mann on the undecided battle between Google and click fraud outfits. Google must hope that advertisers will accept the phenomenon as part of doing business on the net.
Once again, I recommend Cringely. Google could help networks insert extremely targeted ads, based on search behavior.
The New York Times reported on The Orchard. Purchase music from indie and foreign labels and distribute it digitally. Hope to sell hundreds of copies of thousands of albums (instead of trying to sell millions of copies of hundreds of albums). A digital aggregator between these labels and digital music services.
A very long interview on the ITVT blog with Brightcove's Jeremy Allaire. I have been blogging on this company for quite some time, but it hasn't fully launched yet. They do have deals though, with AOL and Reuters. This is a service for publishers: distributing video/TV to IP devices that support Flash. Brightcove helps publishers distribute (editorial tools, facilities) and monetize (insert ads; charge users; syndicate to affiliates) their content.
The Seattle Post-Intelligencer had an article on a competitor: thePlatform.