13 posts • joined 2 Oct 2009
Er, they don't make chips. They don't even design whole chips (except maybe for their Pure DAB radios). They design graphics processors (mainly) which get incorporated into the design of chips by Apple and others.
Re: I'll buy one
stupid and desperate? aren't they pre-conditions for using a gun anyway?
Dot vs Lightradio
Interesting comparison with Alcatel's Lightradio. If Ericsson is saying you need to lay a new Ethernet cable for its Dots anyway is the need for a fiberoptic cable for Lightradio such a disadvantage? And is it really that hard to make Lightradio work over Ethernet cable instead of fiberoptic?
Trillion not billion
Ecommerce Sales Topped $1 Trillion for First Time in 2012
The prices Nokia quotes are RRP pre sales tax (20% in UK) or operator subsidy.
My understanding is that the handsets will need a satellite receiver as well as a cellular modem to comply with the license terms. However, in practice the handsets would never use the satellite radio.
Opera Mini is different to Opera Mobile
I think there is some confusion between Mini and Mobile.
Opera Mobile is a fully featured browser that Opera mainly sells to handset makers who are building Windows or Symbian based phones because the native browser on those OS is so bad. Opera gets paid per device the software is pre-installed on.
Opera Mini is a free download that has been ported to many different handset OS. Some handset makers even pre-install it on phones but Opera does not charge them. They make money from the Google search shortcut on the browser home page.
Mobile web traffic compression
Yes Opera Mini cuts down on the amount of web traffic mobile operators must carry over their networks, just like Novarra. For those who charge users on a per kB basis this is not a huge advantage. But for those who charge a flat rate for all you can eat data it helps.
However, some operators may prefer to buy web traffic compression servers from Openwave, Radcom and many others and operate these systems within their own network rather than outsource compression as a service to Opera. That way they wouldn't be locked in to a particular client browser. And they would have more control over the compression parameters - likely to appeal to the network engineers out there.
Desktop browser market shares
Opera's revenue sources
I think the point of the article was that the number of iPhone downloads of Opera Mini is irrelevant from a financial perspective (slightly negative).
As you can see from my revenue estimates for 2010, Opera Mini is just 5% of revenue:
Desktop browsing (mainly revenue from Google for directing search traffic to its site) = 40%
Mobile phone makers (for Opera Mobile installed on Windows and Symbian phones) = 8%
Other device makers (eg TVs and game consoles) = 16%
Mobile operators (eg AT&T for Opera browser and widgets pre-installed on devices) = 32%
Opera Mini (mainly revenue from Google for directing search traffic to its site) = 5%
Yes, standard and poor are not the sexiest words from a marketing perspective. Henry Poor published a guide to investing in rail road stocks in 1860. Luther Blake founded Standard Statistics in 1906 publishing cards with corporate news on them; news moved a little slower in those days. Poor's and Standard merged in 1941 and the rest is history ...
Which begs the question:
Will Cisco stifle the interoperability of Tandberg's products to pursue its traditional strategy of vendor lock in or will Cisco turn all warm and fuzzy and embrace open standards?
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