Index Guide to TelNotes

InfoStack Topics:
1) Horizontalization:
a) Alan Quayle’s perspective on IMS conference reinforces view that carriers don’t see the looming restructuring coming.  In their world it’s all about complexity, in the new mobile app world, it’s about simplicity and ads.
b) cloud interoperability standards from IEEE (hypervising) will lead to horizontal scale
2) Upper Layers:
a) Adam Feld, upper layer guy, take on Amazon Outage.  Doesn’t see lower layers.
b) social media applications for enterprises include goal setting:  Work Simple, CreateSmartGoals, others.
3) Middle Layers:
a) ChoozOn is a new breed of coupons and rewards portal.  An advanced version of BensBargains that cuts down on the confusion like Points.com.  SN aspect here.
b) Software to secure smartphones are control solutions to expand usage.  Good Tech.
c) growth in incubators and contests by hosting providers like Shopify only mean more competitive pressures from the top down.
d) Storify looks like a good command and control tool to organize the chaos in the upper layers of social media; only they call it curation.
e) Opengraph from FB is a tool to cut across all the social media silos.  Everyone wins.
f) this falls somewhere between middle and lower, but I like this quote from an article about new tech at Interop:  “One of the changes brought about by cloud computing, virtualization, and mobility is that there is more demand placed on the WAN than ever before.”
4) Lower Layers:
a) Tom Evslin describes AT&T vs VZW for residential wireless business.  Interesting perspective on the impact on rural markets and broadband. VZW plan outlined here.

Market and General Interest Topics:
5) Industry Statistics and Events:
a) Goldman predicts that 17% of all mobile data will come from tablet use.  What if much more machine to machine and maybe to car apps develop?  Market may be 2-3x bigger and then it is more like 6-8% same store sales.
b) global wireless forecasts from In-Stat.
c) IDC survey puts iOS and Android way ahead of any other system for developers.
d) only 50% of enterprises have video conf, and another 25% will have by 2013.  But video conf will not be wide-scale in business market until quality improves.  But Lifesize offering a bridge between enterprise systems and skype just might work.
e) 3.33m FMC units shipped in 2010 according to Frost & Sullivan.  Will growth ramp?
6) Business Strategy:
a) Chris Dixon talks about using a 2-D matrix to map taste at Hunch to infer intent, but it is much more complex than that. A learning process is established through user feedback.
b) Two good perspectives on mobile data pricing and workarounds.  Europe has been behind the US several times in the past because of “balkanization”.  Paging was an example, as was early GSM voice/messaging, which explains a lot of differences vs US. The SIM is a big reason why European consumption is so different from US.
c) further evidence of digital disruption; new TV shows being born on YouTube.
d) before Groupon were local newspapers who can’t get out of their silo mentality.
7) Financial:
a) Tom Evslin decries Wall Street’s outrage on debt ceiling cap.  Remember back to 1998-2000 when we had opportunity to pay down debt and Wall Street did its dirty deed.
b) Om documents the Skype network effect in the VC and startup landscape.
8) Other:
a) Teacher’s shouldn’t Friend Pupils?  FB pages used to screen job applicants?
b) NYT: plus side of gathering personal info is people can know more about themselves.
c) it will be interesting to see if Groups makes FB less viral.
d) Interesting quote from this article on OpenFlow Technology: “The Internet infrastructure was not designed for continued evolution," said Guru Parulkar, executive director of the Clean Slate Internet design program and consulting professor of electrical engineering at Stanford University.
e) the typewriter died in India.
f) smartphone apps using cameras and microphones?  Very very very eery.