Thursday, 10 January 2013 16:03

A New Sheriff (Make That Business Model) Is Coming to Town For US Wireless Carriers, And He Won't Look Pretty! Featured

This is one of those pieces where, after reading it you say "Damn, why didn't I think of that!".. By demonstrating how Google is transforming the telecomm landscape, I may actually save up to $5,700 for at least a quarter of the readers who are perusing this blog. Yes, it's for real, and its a benefit of the "knowlege how" mentality that I described in my previous pieces on education. You'll see where I'm coming from once you get to the long graphic below...

T-Mobile has had a serious problem competing with the big boys of US wireless carriers. They are the only one not to carry the iPhone. This, in my opinion, was a wise move for the subsidy game has been a money loser from the get go, and although the iPhone is still selling like hotcakes, those hotcakes are looking much cooler as Andrioid sales have taken off. Still, T-Mobile doesn't seem content, so it decided to do what most of the carriers should have done a long time ago. T-Mobile is breaking the wireless carrier contract hegemony and offering pure service without the BS. For ANYONE who can count, this makes the decision to go with T-Mobile as brainless a decision as the sneeze is a reflex reaction. Let me count the ways...

Rip Up The Contract & You Reduce The Risk For Both The Carrier & The Consumer. As A Matter Of Fact, Only Fat Margined Hardware Vendors Have Anything To Fear - Oh Yeah, As Well As Those Carriers That Still Rely On Contracts!

The grand disruptor, Google, has been trying to break the grip the carriers have had on the smartphone industry for years, starting with the introduction of the Nexus phone which it sold direct to consumers online. The propeller heads at Google figured they would offer a better product at a lower price and people would simply flock in to buy it. Said propeller heads apparently didn't understand people. They won't always do what's best for them, but they will buy what is sold to them. So this time around, with 3rd (or 4th?) iteration of the Nexus phone, Google has paired with a major carrier in addition to selling it direct. Now, Google sole the last Nexus through Verizon, but Verizon crippled the device in attempt at carrier lock-in - an old school, naive and ultimately self destructive move, in my humble opinion.

Now, T-Mobile will be offering the device (it's already in stores, just not officially selling yet) and will offer it unlocked, off contract, for its original (not inflated like other carriers) price of $299, and with its original capabilities. This device is state of the art, btw, and blows the iPhone 5 out of the water in practically every way. Keep in mind that an iPhone 5 would retail at your local carrier retail store for $200 to $300, subsidized, tied to a 2 year contract. You can buy a far superior device outright for just about the subsidy downpayment of an iPhone.

One of the best devices on the market, approximately  1.5x the device the iPhone 5 is for roughly half the price! $299

Google Now. Amazing Photo Sphere camera. Totally wireless... OR you can pick up a very good Chinese phablet for even less....

ZOPO ZP950 Phablet - 5.7 Inch HD Screen Dual Core 8MP Camera 1GB RAM Android Phone

ZOPO ZP950

Short Description

- 5.7 inch HD screen, 1280*720 pixel display
- 1GB RAM + 4GB ROM
- 1GHz dual-core MTK MT6577 processor
- Support 3G network: GSM 850/900/1800/1900 & WCDMA 850/2100 MHz
- 8MP rear camera + 2MP front camera

Price: $279

OR you can pick up a smaller form factor for over $100 less...

Zopo ZP500 Libero ICS SMARTPHONE
These are actually very good devices , without compromise. They are, in my opinion, more desirable in terms of functionality than the iPhone 5. For less than the contract sign up price for an iPhone of ATT/Sprint/Verizon late model phone, you can fully purchase one of these devices and pay for the first month of service - contract free, free to leave the county, and free to change carriers or quiet at will. That's not the gist of it...

A Smart Mentality For Dumb Pipes

 T-Mobile may actually profit where other companies take a loss by eliminating the expensive and risk subsidy/contract trap. In addiion, it will pull head of the pack by recognizing what it is, and being aware of what it is not. T-Mobile, like the other carriers (they just don't know it yet) is a utility. It's a dumb pipe through which Goog;e's customers pump data. It is not a software programmer or development house like Microsoft (so it has finally stopped trying to skin Android), and it is not a transaction company (so it has stopped trying to compete with Google Wallet). It is not a content company (so it does not attempt to compete with Netflix, Amazon or iTunes). Unfortunately, the other carriers haven't realized this yet. As a result, although they are bigger and better funded, the new T-Mobile is posed to change the industry. In recognizing that it is a dumb pipe that should compete on data throughput, volume and quality, it is on the road to creating a new business model of being a smart pipe - just as handset makers moved from dumb phones to smart phones. In order to do that though, they will need a change in mindset.

The Performance Trap: Is LTE Really the next big thing or just a thing carriers use to charge you more?

Verizon, Sprint, Metro PCS (a MVNO reseller) and AT&T all market their 4G LTE services heavily. They also charge accordingly. I purchased a Galaxy 3 LTE phone and ran up a $150 bill within 18 days (that's right, I was just over halfway through the monthly billing cycle), without even trying. I called customer service, and they offered me a $50 credit, but the damage was done. I returned the phone forthwith. T-Mobile offers its HSPDA+ service as 4G, and it is actually quite fast for what is considered an antiquated technology. As excerpted from Fiercewirelss.com and Rootmetrics:

RootMetrics: Average download and upload speeds

To the average user, T-Mobile's speeds will barely noticeable in terms of difference from AT&T. Uploads may be noticeably slower, though. Verizon seems to blow them both out of the water, but there is this real life consideration of cost  real life perofrmance issues that comes into question. With that, the equation changes considerably. The battery life on T-Mobile's HSPDA+ is practically twice that off the same devices running LTE. Until better tech is released, LTE is not a valid all day, battery operated solution IMO. Then there's the issue of cost. Uh Oh!!!!...

Price vs. Performance

Let's look at the monthly cash flows.... Yes! You actually SAVE $5,500 per bi-annual cell phone contract. Read carefully and thank me later... Click to enlarge...

image006 copy copy

I will hold an interactive video chat on this topic at approximately 9:45 am, Friday the 11th in the Valuable Knowledge Community on Google+. I welcome all to attend.

Who ultimately benefits? 

First, you, the consumer. Thsi competition is very good. The second beneficiary also happens to be the one that started this mess in the first place, Google! You see, Google is a data company, and data companies need bandwidth. The more cheap bandwidth you have access to, the more data you will be prompted to move, access, save, search for, request and engage with. The cheaper the hardware, the more hardware you will use. The more advanced the hardware, the more you will do with it. "Do what", you ask? Do data! Do Google! This is what Android is truly all about. This is why its free! This is why Google is poised to take over the (data) world. All of those armchair pundits and silly sell side guys who constantly quip about Google not making money on Android sound similar to those who scream, "But that damn fox is not making a dime on the free trips the chicken taxi is making to the chicken coops!" "'Hens R Us' makes more fare on transporting those chickens to the fox hole than Mr. Fox does!" Yeah! Think about it for a few seconds. That's all it takes in terms of critical thought to comprehend the Google business model. Yes, sometimes it is hard to see that forest with all of the tree bark in the way...

Industry Leading, Subscription Based Google Research

All paying subscribers should download the Google Q1-2012 Valuation Summary, wherein we have updated the valuation numbers for Google using a variety of metrics. Click here to subscribe or upgrade

Google still exhibits the likelihood that they will control mobile computing for the balance of the decade.

Subscription research:

file iconGoogle Final Report 10/08/2010

A couple of bits from our archives...


There are currently 7 Google reports available. Select the "Google Final Report" and click the "Download" button. You will receive a 63 page analysis that looks like this on the cover...

The table of contents outlines how we have broken Google down into distinct businesses and identified both the individual business models and the potential revenue streams, as well as  valuation for each business line.

Page 57 of the analysis shows a sensitivity table which outlines the various scenarios that can come into play and how it will change our outlook and valuation opinion.

Professional/institutional subscribers can actually access a subset of the model that we used to create the sensitivity analysis above to plug in their own assumptions in case they somehow disagree with our assumptions or view points. Click here for the model: Google Valuation Model (pro and institutional). Click here to subscribe or upgrade.

Last modified on Tuesday, 15 January 2013 08:44

www.boombustblog.com | This email address is being protected from spambots. You need JavaScript enabled to view it.

35 comments

  • Comment Link outlet bologna woolrich Wednesday, 18 December 2013 16:56 posted by outlet bologna woolrich

    Only a smiling visitant here to share the love (:, btw outstanding design and style. "The price one pays for pursuing a profession, or calling, is an intimate knowledge of its ugly side." by James Arthur Baldwin.

    Report
  • Comment Link suenueniaticK Wednesday, 18 December 2013 16:27 posted by suenueniaticK

    outlet woolrich veneto I gotta favorite this website it seems very helpful very beneficial

    outlet woolrich bologna I just could not go away your site prior to suggesting that I actually loved the standard info an individual provide for your guests? Is gonna be back continuously to investigate cross-check new posts.

    woolrich woolen mills I've recently started a web site, the info you provide on this web site has helped me tremendously. Thanks for all of your time & work.

    woolrich spaccio I really appreciate this post. I've been looking all over for this! Thank goodness I found it on Bing. You have made my day! Thank you again!

    woolrich rosso I got what you intend, regards for posting .Woh I am happy to find this website through google. "Delay is preferable to error." by Thomas Jefferson.

    Report
  • Comment Link phat to roi, phát tờ rơi,phát tờ rơi hcm,phat to roi hcm Tuesday, 03 December 2013 04:05 posted by phat to roi, phát tờ rơi,phát tờ rơi hcm,phat to roi hcm

    You will ensure it is seem to be quite simple with all your powerpoint presentation but I to locate this matter to be seriously one thing that we think I would personally by no means realize. The idea kind of thinks very challenging and extremely wide personally. I am looking towards the next offered, I will try to get used to them!

    Report
  • Comment Link hjbSsenscsyt Tuesday, 03 December 2013 01:52 posted by hjbSsenscsyt

    Jordan 11 Gamma Blue The biggest facet of using a prosperous round of golf is actually using a excellent swing action. There are lots of individuals who carry on all through their own life attempting to ideal an ideal swing action and then arrive remotely near to exactly what may be the excellent swing action that they're searching for. Along with investigation as well as exercise, you can contain the crucial to some ideal online game inside a excellent swing action. The actual swing action consists of 6 easy components. Included in this are: hold, position, pivot, hand/arm relativity, position, and also the psychological element. Many people will discover they require much more assist with taking care of from the golf swing while some concentrate on additional primary places. Every participant is definitely an person and can not really need exactly the same tutoring for any ideal golf swing. Hold could be altered based on choice. Your own correct pinkie hand may overlap your own remaining catalog hand, you can intertwine your own correct pinkie hand together with your remaining catalog hand or even you should use a fundamental hold exactly where just about all fingertips tend to be about the membership similar to the football softball bat. Whichever you select, you will need to keep the hold natural, maintaining your own remaining usb directed lower the middle of the actual base of the membership, and also the rear end finish from the membership has been kept lower through the hand of the remaining hands. Position is very important. Without having great position you're jeopardizing damage. Through looking at your own position, back again, hands as well as equip jobs you'll reduce the quantity of errors produced by bad position. You ought to be make thickness aside along with minimum leg bend as well as twisting in the sides, not really making your own shoulder blades in order to impression more than. This can help to make your own back again snuggle
    the item outside the park your car!Exactly how to possess a Wonderful Swing action

    [url=http://bred11s.airjordans-retro.com/]Bred 11s[/url]

    [url=http://firered5s.airjordans-retro.com/]fire red 5s[/url]

    [url=http://jordan11gammablue.airjordans-retro.com/]Jordan 11 Gamma Blue[/URL]
    Gamma Blue 11s

    Report
  • Comment Link http://www.youtube.com/watch?v=E40IDdCOmoU Monday, 02 December 2013 14:00 posted by http://www.youtube.com/watch?v=E40IDdCOmoU

    So how exactly does Garcinia Cambogia Remove Impact Weight reduction?

    ---------------------------------------------------------------

    Doctor Sam,

    My pal informed me the girl dropped bodyweight making use of Garcinia Cambogia. Will this particular go a long way?

    Julia To.

    Jupiter, FLORIDA

    Julia,

    Garcinia Cambogia Get (HCA) will be highly within the information like a organic slimming pill. Research, about be anticipated, have got combined testimonials. Numerous state it could be a highly effective slimming pill.

    As opposed to a number of other weight reduction items, HCA continues to be thoroughly examined within analysis laboratories to both individual plus pet topics and also to day simply no considerable unwanted effects are actually discovered.

    garcinia cambogia benefits is really a exotic fresh fruit that will increases generally within The african continent plus Indian. They have within the citrus fruit household. It is very bitter towards the flavor producing it inedible even though the rind can be used as being a essence. Hydroxycitric acidity may be the chemical taken out through the fresh fruit plus utilized in the particular health supplement.

    Hydroxycitric acidity fulfills the human body's requirement for power plus increases the particular signaling program how the entire body utilizes to inform the mind in order to provides consumed sufficient. This particular has a tendency to provide an earlier caution program to the people over weight informing all of them "Stop consuming I am full". The most obvious impact is usually much less calorie consumption ingested.

    The particular nutrient chrome is definitely suggested within conjunction along with Garcinia Cambogia draw out in order to efficiently manage the human body's glucose levels. Chrome insufficiency may give rise to fat gain and perhaps diabetes.

    Nevertheless in case you have diabetes currently, you need to call at your physician prior to getting any kind of items that contains chrome.

    Just like the majority of health supplements, I suggest that you simply check with your physician prior to using this or even creating in order to other people (including children). HCA can be obtained through numerous resources on the web and might be tagged possibly hydroxycitric acid solution or even garcinia cambogia draw out.

    In case you select well balanced meals you need to discover that you already know bodyweight plus body fat gradually yet continuously with no actually attempting. You need to eat somewhat smaller sized servings plus select fresh fruit rather than sweet snack foods however, you don't have to move starving. It is a quite organic strategy.

    You will find 3 essential foundations that needs to be piled with each other to obtain weight reduction: consuming much healthier plus smaller sized servings (consuming less calories), improving expenses of one's via easy workout (using upward a lot more calories) plus getting the attitude (mental discipline) to improve your own behavior right into a beneficial living system associated with into the energy.

    Report
  • Comment Link http://viatc02.godohosting.com/xe/notice/1429403 Monday, 02 December 2013 13:52 posted by http://viatc02.godohosting.com/xe/notice/1429403

    vqkkvh7mj5jr3gsg, 7091 mouse click the following internet site mouse click the following internet site 353 does garcinia cambogia really work garcinia cambogia gnc 2003 check over here http://www.mediagram.co.kr/hp/index.php?mid=test&listStyle=list&sort_index=regdate&order_type=desc&comment_srl=1610&page=1&document_srl=79621 check over here 8041 http://whenb.net/xe/freetalking/156025 xjsaveqw, 4622 click to read raspberry ketone uses http://viatc02.godohosting.com/xe/notice/1429403 http://viatc02.godohosting.com/xe/notice/1429403

    Report
  • Comment Link http://www.ivitaminhouse.com/board/364257 Monday, 02 December 2013 13:52 posted by http://www.ivitaminhouse.com/board/364257

    jtiy6ejas0x0tq, 1411 garcinia cambogia complex 1zp2vjiktsfvsyuw, 3246 http://www.youtube.com/watch?v=q3CpkF0ztRk garcinia cambogia risks nrpd0cxfo02lcit, 4631 Read A lot more http://www.ivitaminhouse.com/board/364257 zrp3taeaj, http://yeomaek.net/xe/board/742258 7419 http://kongjinled.com/zbxe/qna/1717 Read the Full Posting omdtsabsj4rvxffv, 1975 http://dhk.snue.ac.kr/zbxe/247942.

    Report
  • Comment Link http://w.nkdoor.com/?document_srl=112439 Monday, 02 December 2013 13:52 posted by http://w.nkdoor.com/?document_srl=112439

    Fresh fruit That will Can burn Fat-or Will it

    ---------------------------------------------------------------

    Do you want to reduce fat rapidly and much more effectively? There is certainly available nowadays an all natural draw out from the herb which is indigenous in order to Philippines which is definitely Garcina Cambogia.

    What exactly is Garcina Cambogia Remove?

    It is a really small, pumpkin-shaped fresh fruit which is also called ‘tamarind’. It really is indigenous in order to Philippines and it is developed within S.e. Asian countries, Indian plus Main plus Western The african continent. It really is utilized in a lot of Southern Oriental meals typically, for example chutneys plus curries. This particular fresh fruit can also be employed for healing seafood plus upkeep.

    With the addition of this particular component in order to foods it really is regarded as quite effective for making foods fill up a person upward quicker. In certain towns within Malaysia, this particular fresh fruit is utilized for making soups which can be consumed in front of you food for losing weight because of Cambodia’s appetite-blocking skills.

    Is Fresh fruit Efficient?

    This particular fresh fruit continues to be well-researched along with more than a number of different scientific tests performed through the years. Frequently, study uncovers the ability associated with Garcinia Cambogia offers for that weight loss as well as the development associated with healthful diet plan.

    What exactly can make Cambogia therefore efficient will not it function? Cambogia is really a yellow-colored fresh fruit which is designed kind of just like a pumpkin also it passes additional brands throughout S.e. Asian countries along with other region and it is consumed as being a as well as the particular rind can be used within conventional quality recipes within southern Indian.

    The particular get comes from mainly the particular rind, that is dried out plus healed and has hydroxycitric acids HCA that is a chemical promoted in order to prevent sugar plus excess fat whilst controlling appetites.

    Study and research

    Research had been carried out on Saint Luke’s Medical center the particular Being overweight Diet Analysis Middle within Ny to find out issue fresh fruit got any kind of benefit since anti-obesity indicates. There have been 135 overweight people who have been hired with this research and yes it final regarding twelve days. These were divided in to two organizations, 1 received a working natural substance associated with hydroxycitric acid solution as well as the some other getting a placebo. These two organizations had been recommended exactly the same low-energy, plus high-fiber diet plan.

    Both in organizations the particular sufferers dropped a great deal of bodyweight. Nevertheless, there was clearly actually simply no significant distinction within the % associated with excess fat reduction. Experts figured garcinia cambogia unsuccessfully to exhibit significant weight reduction plus weight loss over what has been noticed using a placebo.

    The particular Log associated with Being overweight at the end of the year 2010 released a write-up upon research that will examined Garcinia like a item for losing weight. From the twenty three studies analyzed, just 12 had been think about audio methodologically sufficient to incorporate. The particular evaluation uncovered that will several statistically important weight reduction do happen. In addition they found that uncomfortable stomach activities happened two times as frequently within the hydroxycitric team within the particular placebo team.

    Consequently , simply because this really is getting extremely supported plus promoted with a physician for the tv, doesn’t required allow it to be therefore?

    Report
  • Comment Link http://www.eurekatextile.com/se/?document_srl=300866 Monday, 02 December 2013 13:47 posted by http://www.eurekatextile.com/se/?document_srl=300866

    74udilyuj, http://katherinakirschba.blogmonster.de/2013/11/29/how-does-diet-regime-tablets-and-diet-program-supplements-perform/ http://katherinakirschba.blogmonster.de/2013/11/29/how-does-diet-regime-tablets-and-diet-program-supplements-perform/ http://katherinakirschba.blogmonster.de/2013/11/29/how-does-diet-regime-tablets-and-diet-program-supplements-perform/ hhvcsi4fasr1d, weblink http://shareyoursentiments.com/groups/what-is-garcinia-cambogia/ 8670 Read the Full Posting http://www.infinitidoll.com/board/index.php?mid=qna_kr&document_srl=99754 http://www.infinitidoll.com/board/index.php?mid=qna_kr&document_srl=99754 rncfgqvj, 4982 Suggested Internet page http://lspl.uos.ac.kr/xe/?key=084&act=dispBoardContent&mid=main&sort_index=regdate&order_type=desc&page=1&document_srl=85468 http://lspl.uos.ac.kr/xe/?key=084&act=dispBoardContent&mid=main&sort_index=regdate&order_type=desc&page=1&document_srl=85468 jx1k4ddne, click the up coming internet site v23juzxuwaddd, 6512 http://barbneustadt.postbit.com/shop-for-fiber-food-items.html.

    Report
  • Comment Link nike free 3.0 v4 damen Monday, 02 December 2013 13:16 posted by nike free 3.0 v4 damen

    The old man felt faint and sick and he could not see well. But he cleared the harpoon line and let it run gradually through nike free 3.0 v4 damen his raw hands and, when he could see, he saw the fish was on his back with his silver belly up. The shaft of the harpoon was projectin g at an angle from the fish's shoulder along with the sea was discolouring with all the red of the blood from his heart. First it was dark as a shoal in the blue water that was alot more than a mile deep. Then it spread like a cloud. The fish was silvery and nevertheless nike free 3.0 v4 damen and floated with all the waves.

    Report
  • Comment Link duvetica spaccio treviso Sunday, 01 December 2013 21:24 posted by duvetica spaccio treviso

    Absolutely indited content , thankyou for information .

    Report
  • Comment Link woolrich store Sunday, 01 December 2013 17:06 posted by woolrich store

    You have mentioned very interesting points ! ps nice internet site . "Recompense injury with justice, and recompense kindness with kindness." by Confucius.

    Report
  • Comment Link oreo 5s Sunday, 01 December 2013 16:47 posted by oreo 5s

    To begin with off these oreo 5s are insanely cute and nice. I couldn't decide at initially but then I went with them. they is distinctive and everyone at my school has! Get these now YOU might be a trendsetter.

    Report
  • Comment Link giubbotti woolrich donna Sunday, 01 December 2013 16:42 posted by giubbotti woolrich donna

    I just could not depart your site prior to suggesting that I actually loved the usual info an individual provide in your visitors? Is gonna be back continuously in order to investigate cross-check new posts.

    Report
  • Comment Link giubbotti moncler Sunday, 01 December 2013 16:37 posted by giubbotti moncler

    Some genuinely nice and useful information on this site, too I believe the pattern holds excellent features.

    Report
  • Comment Link piumini moncler Sunday, 01 December 2013 16:36 posted by piumini moncler

    Thank you, I've recently been looking for information approximately this topic for ages and yours is the greatest I have came upon till now. But, what about the conclusion? Are you certain concerning the supply?

    Report
  • Comment Link woolrich rosso Sunday, 01 December 2013 16:10 posted by woolrich rosso

    I went over this website and I think you have a lot of great info, saved to bookmarks (:.

    Report
  • Comment Link woolrich prezzo Sunday, 01 December 2013 16:01 posted by woolrich prezzo

    Thanks for sharing superb informations. Your web site is very cool. I am impressed by the details that you have on this website. It reveals how nicely you perceive this subject. Bookmarked this web page, will come back for more articles. You, my pal, ROCK! I found simply the information I already searched all over the place and simply couldn't come across. What an ideal web site.

    Report
  • Comment Link giubbotti moncler 2013 Sunday, 01 December 2013 15:58 posted by giubbotti moncler 2013

    I really enjoy reading through on this site, it has got good blog posts. "Beware lest in your anxiety to avoid war you obtain a master." by Demosthenes.

    Report
  • Comment Link giubbotto moncler donna Sunday, 01 December 2013 15:24 posted by giubbotto moncler donna

    I just could not go away your website before suggesting that I extremely enjoyed the standard info a person supply for your guests? Is gonna be back incessantly in order to investigate cross-check new posts.

    Report
Login to post comments