Checking out ISC show at Sands, lots of vendors, buyers & energy. Bull market for security these days.
WiMAX vendors split between ISC & CTIA, focus is on 2.5 GHz for Clearwire, lots of competition at other frequencies.
Back at CTIA, LTE has the support of the big guns at this show. WiMAX US hopes are pinned on Clearwire, more happening internationally though.
Finally found disruption! Magmito.com is phone-top publishing, can do for mobile apps what Pagemaker did for newsletters.
Magmito has three revenue streams: ads, SMS, white label sites. Platform lets Grandma build a mobile phone app.
IMS/NGN Forum working on common mobile standards from within system. Is there middle ground between open source & walled gardens?
Multitech Systems started making modems 38 years ago in a Minneapolis basement, now building M2M radios.
Multitech puts chips in defibrillators to talk to ERs. And other apps. Could be key to Craig Barrett’s 1,000 radio per person vision.
Beceem makes Wimax 802.16e CPE (and mobile USB dongle) chips for Clearwire, others. Competes with Sequans, hope both win. Slick user hardware will make the WiMAX biz model.
Another happy hour on CTIA show floor with free drinks. Good vibe, good show, not a bad business to be in given the economy.
Leaving CTIA and Las Vegas with optimism. Looking forward to ride home on Virgin America. Disco balls & WiFi – the perfect airline.
Real time Tweets from the Discover Oulu wireless technology conference in San Jose on 18 November 2008…
- At Oulu wireless conference in San Jose, per Purnima Kochikar, Nokia biz dev: Indian mobile users buying 10 rupee (25 cent) prepay cards. Devices are status symbols in developing world, services aren’t. People will buy smartphone but not service, just to put the phone on a table at a meeting. 11:20 AM Nov 18th.
- 1,000 radios per person in near term. Interesting prediction from expert panel. Means power & spectrum challenges. Opportunities too. 11:34 AM Nov 18th.
- Green is The Word. ICT accounts for 2% of global carbon, panel says will grow to 6%, more than air travel. What is ICT offsetting? 11:38 AM Nov 18th.
- Craig Barrett, Intel chair, speaking to Oulu conference. Saying nice things about Finland. 12:57 PM Nov 18th.
- Barret speaking without script or TelePrompTer, very engaging. Interesting speaker, so far focusing on historical perspective. 1:05 PM Nov 18th.
- Barrett thinks we have at least 15 years to go on Moore’s Law. Sees complementary trend in telecom with bandwidth doubling every 18 months. 1:09 PM Nov 18th.
- Barrett: bringing advanced telecom technology to developing world is key to future growth. 1:21 PM Nov 18th.
- Sriram Viswanathan, Intel Capital, doing live WiMAX demo. Don’t doubt Intel is betting big on WiMAX. 1:24 PM Nov 18th.
- Craig Barrett: “People over 40 sometimes stand in the way of technology because they’re overly worried about security, while people under 30 couldn’t care less.” 1:35 PM Nov 18th.
- Barrett echoing prediction about a thousand – maybe thousands- of radios per person. 1:37 PM Nov 18th.
- Barrett: telemedicine & advanced ICT key to delivering health care to developing world. Kiva.org can provide supporting financial tools. 1:45 PM Nov 18th.
- Barrett: disruptive technologies include WiMAX in telecom, 3D graphics for entertainment, OLPC type devices for global education. 1:58 PM Nov 18th.
- Barrett: been through 11 recessions, you can’t save your way out of a recession, you have to invest. 2:02 PM Nov 18th.
Best quote: “Survival is the new growth”. Tim Chang, Norwest Venture Partners.
Also from the Wednesday, 5 November 2008 sessions at the San Jose Fairmont…
- Clearwire CEO Benjamin Wolff upbeat about market for mobile Internet access, compares it to mobile phone opportunity 20 years ago.
- Alvarion VP Mohammad Shakouri saying Wimax is about mobile service to non-phone devices at a cost per bit that’s affordable for users and profitable for network operators. Says there are 400 WiMAX networks operating now in 130 countries, with 480 devices manufactured. Only 55 of those devices are certified, however.
- Shakouri predicting 100 million WiMAX subscribers by 2012. A nice, round projection several years in the future always looks good in a presentation, but it’s not news you can use.
- 3.65 GHz regulatory scheme adds paperwork to unregulated chaos, everything should be fine now!
- Cisco guy says they’re putting big bets on mobility.
- Aperto guy talking about fixed service at 3.65 but his numbers say the money is in mobile.
- Green tech & wireless sounds nice, but lacks meaningful metrics. Market opening for a hard-science based standards setting body?
- Uniform watt per Gigabit metric would be a good start.
- Not impressed by 3.65 opportunities, onesy-twosy applications, gap fillers.
- Intel pushing high capacity mobile broadband, sees small form factor mobile devices as driving their future, according to Sriram Viswanathan, Intel Capital’s VP & GM of the WiMAX Program Office.
- Intel Wimax focus on supporting Clearwire/Xohm with multiple devices per subscriber.
- Netbooks will be “explosive in developing markets” says Intel Capital’s Viswanathan. Atom processor sales beyond expectations.
- Dust still clearing from FCC white space decision yesterday, but expect another round of litigation & lobbying – chance of more lawyers 100%.
- VC panel: M2M (machine to machine) mobile datacom getting good buzz.
- Hot wireless stuff for venture capital’s “nuclear winter”: connected, specialized, small form factor devices (ebooks, cameras, utility meters), bridges between mobile devices and corporate networks, security, enterprise focused mobility services.
- Sign of the times: WCA’s VC panel usually draws 2-300 people, this year it’s about 60.
- At Santa Cruz Tech Meetup now. Digital signage will track me with targeted ads. Wherever I go, someone figures out what I need to see. I pity the fool.