The Shostek Group on: The Personal Internet Will Subsume Mobile Internet Assumptions

Stephen Johnston pointed me to this interesting summary of a report we are all now trying to get our hands on.

It starts off with a redefinition of the mobile Internet as the ‘Personal Internet’.

The Mobile Internet is becoming a misnomer — a thing of the past —
according to a new study by The Shosteck Group. The telecom analysts
are predicting the emergence of the Personal Internet, which they say
represents a new paradigm, a new opportunity and a new competitive
playing field. The Personal Internet will require a fundamental shift
in the attitudes of mobile operators and in key technologies.

Do you think ‘Personal Internet’ will stick? I would rather drop ‘Mobile Internet’ and just call it the Internet. Maybe they mean that the Personal Internet is just the Internet in the Web 2.0 (2.x, 5.x, cough) way – available from any device, mobile or fixed.

But there are other gems in the summary:

In this new paradigm, users will have greater control over their
ability to access, store and interact with content, devices and
services. This will be facilitated by the availability of new service
capabilities, including the Personal Service Portal. The Personal
Service Portal will provide a variety of services which have three key
attributes:

  • On-demand: combination of storage on local device or the network as well as broadcast capability
  • Relevant: right time, right place, right price
  • Interactive: a more engaging and immersive experience

Personal Service Portal? Hah! I’ve been jonesing to do stuff around personal mobile portals. The space is pretty much wide open. The only real Personal Portal I like is WINKsite. Google has parts of it, but it’s not integrated. Yahoo has had something along these lines for ever (including Yahoo!Go for Series 60 as sort of Service Portal), so see them as a major leader in this space. Microsoft (tip from Mike) is rapidly doing stuff in this space (it’s one of my blind spots). Others just have one piece or the other of the whole concept.

And I personally think that the barriers to entry in this space are actually small, the problem being just getting to it, since this will be driven from the Web side, not the telco side, and Web-heads have enough on their plate already. The Web heads have the user base and the content.

And here’s a good one:


Shosteck analysts say that operators must accept that the premium for
mobility is significantly lower than they believe it is today even
though few alternatives will compete on a like for like basis with
mobile networks for many years, if at all. The mobility premium is not
yet dead, but it will come under increasingly heavy attack. It will
come under attack in both the voice and data worlds.

And then later:


The Shosteck Group 140-page study, "The Portal Wars: Where Next for the
Mobile Internet? The Emergence of the Personal Internet.", raises and
answers two key overriding questions: In this “War of the Worlds,” will
players outside of the mobile industry offer such fierce competition
that the mobile industry will be reduced to, at best, marginal
profitability? Alternatively, is the market so large that these new
entrants offer opportunities for partnerships and alliances that will
increase profits for all?

Basically, the operators have much to gain here if they would just let go of outmoded 20th century telco thinking and foster growth and competition of services on their networks. The past few years are proof that they can’t do it alone, nor that their model is better than the openness of the Internet. Heck, I want the operators to win and stay healthy. But, it requires new thinking.

Here’s the link to the report review again.

Link: The Personal Internet Will Subsume Mobile Internet Assumptions, Says Shosteck Group | Tekrati Research News.

Read/WriteWeb on: Main Themes of Internet Companies at CES

Great CES meta-reporting from Richard McManus.

I see more mobile (device connectivity, partnerships, action!). Of course.

Link: Read/WriteWeb: Main Themes of Internet Companies at CES.

There’s been a ton of CES news to digest these past few days, especially in the past 12 or so hours. Yahoo released Go and CEO Terry Semel made a speech at CES; Google released Google Pack, Google Video Player and Google Video Store; Larry Page did a speech at CES. As I trawled through all the news – thanks in particular to Engadget and PaidContent for the excellent coverage – I tried to distil some of the themes emerging. Here’s a starter for 10, which I’d love to get peoples comments on…

A VC on: Jealousy

Indeed, indeed.

Link [via Hugh]: A VC: Jealousy.

The Telco’s had their chance back in the mid 90s to develop all these value added services to run on their networks.  They didn’t do it.  They bought back stock, built golf courses, defrauded their shareholders, took on enourmous debt, and generally did everything other than take advantage of the incredible opportunity that they had with the coming of the Internet.  Bottom line – the screwed up.

Jarvis calls the Telcos "robber barons" and Om Malik calls this hairbrained scheme a "chimera".  I had to look that up.  Om’s either calling this money grubbing scheme a "fire breathing she monster" which sounds about right, or a "creation of the imagination" which it clearly is.

have two words for it:

Dream On

Wap Review points out: Google acquires Reqwireless

Another Google purchase in mobile.

I knew Reqwireless from way back in 2002 or something like that – the really early days of Series 60. It was the first real browser for Series 60 (the better browsers didn’t show up until the 6600).

The article below has some thoughts about why they were bought out, but I think it has to do with creating a small app that allows Google to serve ads. Maybe an email client for Gmail or a browser (as Wap Review suggests). I do not think it’s an attempt to create something like Yahoo!Go. First, Google doesn’t integrate their own products too well. Second, Google doesn’t have any phone-web integration, only app (cool, but not integrated). Third, I don’t see Google holding on to customers the same way Yahoo tries. Google wants eye-balls with thumbs (this is mobile) that will click.

I don’t know why Google Local Mobile didn’t already integrate into their ads network. It has the UI and the users is already trained to see adds there. But, I expect Reqwireless to be used in services that will be excuses for more ads, not smoe benficial service for user data.

What this does do is suggest that many more cool downloadable apps are still to come from Google.

What do you speculate? Do it now before we truly find out. 🙂

Link: Google acquires Reqwireless at Wap Review.

One stop shopping for all your mobile needs – easy for users and a potential goldmine for content providers like Yahoo AND Google. Adding to my belief that this sort of all in one client-server mobile portal is what Google has in mind with the Reqwireless technology is Reqwireless’ other products; EmailViewer, HotViewer and GotMailViewer all email apps using Reqwireless’ client-server architecture. EmailViewer is the general purpose version for POP and IMAP while HotViewer and GotMailViewer which are for HotMail and AOLMail respectively.

mojo on: How to misuse data in 5 easy steps

Mojo goes deeper into the data I mentioned earlier. It didn’t sit well with me, but I put on my own filters, so it passed with little impact. Read what she has to say.

Link: How to misuse data in 5 easy steps | 1/5/2006 | mobile jones.

The fact that Nokia is under represented in the US market isn’t new information, but use of that fact to support the absurd assertion that this somehow proves that Motorola offers a superior user experience, or even that the handset alone determines the user experience for downloading mobile content is incredible.  There seems to be a glaring absence of accounting for the difference in operator portals.  The layout of a portal in locating information or applications to download would certainly play a substantial part in the user experience.  What about the users?  Were they all beginners, or intermediates or some mix?  We don’t know.  So the conclusions drawn in the article are clearly flawed and lacking validity or logic.

One more thing: Yahoo goes further with mobile

I forgot one thing about the app that shocked me and others are starting to comment – the app is huge. Also, installation takes a while and if you look at the install log, you’ll see a bunch of mini-apps there – recipe for disaster.

I never had the memory issues that others were having, though.

I guess we’re cutting close to what the device can actually do. Sigh. Need to wait for better devices.

Enough. I could go on for a bit on this. But, now I remember one of the main reasons I don’t use it.

Link: Lifeblog: Yahoo goes further with mobile.

I’ve played with the Series 60 Yahoo!Go app and it’s pretty nifty, especially if you have a Yahoo account. It does a really fast and good job of synching calendar and contacts info, among other nice tricks.

Googirama on: SMS seen as growth engine for mobile industry

Ha! Good enough for me.

Last week I was doing some biz analysis for a web company and my mind get gong back to SMS – SMS – SMS. I almost felt foolish thinking of it, despite always harping about how it still has plenty room to grow.

Well, CTIA is not a shabby establishment. And they agree.

Link: SMS seen as growth engine for mobile industry – Googirama: Mobile Blogging Tools Technology Commentary.

Recent research from  CTIA predicts SMS growth from 900 billion in 2005 to over 1.5 trillion by 2008. Not only will this force price cuts but companies who enable more related services especially in the areas of advertising, entertainment and business communication stand to benefit most. SMS as alerting tools for potential credit fraud and mobile blogging services for personal/dating sites are just some areas expected to experience heavy growth.

Face it: it’s the only ‘data service’ making decent money.