Archive for May 9th, 2008

All signs point to 3G

Employee emails banning vacation from June to July. Reneged Wi-Fi support. Rumors of subsidies and out of stock handsets. As we grow closer to the one-year anniversary of the launch of Apple’s iPhone, the shady dealings around the handset have grown omnipotent.

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The TV emperor has no clothes

No less a source than Mark Cuban is pointing out the current fallacies of the Internet video model, although he is using Craig Moffett of Bernstein Research to do it. Moffett has become the industry’s supreme number-cruncher, a guy willing to look past the spin to what quarterly earnings and federal regulatory reports actually tell us. He’s the canary in the coal mine about recent access line losses, among other things.

This time, though, Moffett, and now Cuban, are taking on the reality of advertising support for video and how Internet video is undermining the current market, while priming a new audience of viewers to expect to not only get video content for free, without ads, but to also get only the best of what content creators have to offer.

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