Kindle Fire
Amazon’s Kindle Fire might finally change the whole publishing industry – irrevocable; http://eicker.at/KindleFire
Hitwise: Google Plus market share at 0.084% (visits) – Allen: 50 millionen users soon; http://eicker.at/GooglePlusMarketShare
Hitwise: “Google+ emerged as the third largest site in the Social Network and Forums category last Wednesday, a day after the site went from ‘invitation-only’ to ‘open access’ available to everyone. – Opening access created a massive spike in market share of visits for the site, with a 1269% growth from the week ending September 17th to the week of September 24th. The site also received nearly 15 million total US visits last week. … In just one week, Google+ went from ranking as 54th most visited site in our Social Networking and Forums category to 8th place. … In comparison to the online population, Google + continued to over-index for and win a high share of its visits from Mosaic USA 2011 Types which contain ‘Influencers’, ‘Early Adopters’ and the internet-savvy, like ‘Bohemian Groove’, ‘Gotham Blend’ and ‘Progressive Potpourri’; this indicates that ‘Early Adopters’ still account for a large share of Google+’s traffic.”
Allen: “Google+ Reaches 50 Million User Mark in About 88 Days – Until a few months ago, there was widespread skepticism in the tech and investor community about Google’s ability to ‘get social.’ … But yesterday (give or take a few days) Google+ likely crossed the 50 million user mark. … None of this is necessarily bad news for Facebook. Competition can make companies much better. Facebook has improved its functionality in the past few weeks by implementing changes inspired by Google+… Competition is great. Even though they have been fiercely competing for decades, Apple is worth $367 billion and Microsoft is worth $209 billion. … My model is going to break in the next couple of months as more and more of my rare surnames end up with more than 1,000 Google+ users, which is the maximum number of hits I am able to count for any given surname query. At that point, I have some ideas about how to work with a group of even more rare surnames, but my accuracy will probably be affected.”
Google: “Google+ is now open to everyone and we just passed the 40 million user mark. People are flocking into Google+ at an incredible rate and we are just getting started!”
Amazon will offer a Kindle Tablet on Android: at $250 it might become a challenge for the iPad; http://eicker.at/KindleVSiPad
TC, Siegler: “Amazon’s Kindle Tablet Is Very Real. I’ve Seen It, Played With It. … It’s called simply the ‘Amazon Kindle’. But it’s not like any Kindle you’ve seen before. It displays content in full color. It has a 7-inch capacitive touch screen. And it runs Android. … Again, the device is a 7-inch tablet with a capacitive touch screen. It is multi-touch, but from what I saw, I believe the reports that it relies on a two-finger multi-touch (instead of 10-finger, like the iPad uses) are accurate. This will be the first Kindle with a full-color screen. And yes, it is back-lit. There is no e-ink to be found anywhere on this device. … So how much will the 7-inch Kindle cost? $250. – Yes, Amazon has been able to trim the cost of the device to half of the entry-level iPad. And it will be the same price as Barnes & Noble’s Nook Color, which this will very obviously compete with directly. Both have 7-inch color touch screens. Both run Android. … The interface is all Amazon and Kindle. It’s black, dark blue, and a bunch of orange. … But the key for Amazon is just how deeply integrated all of their services are. Amazon’s content store is always just one click away. The book reader is a Kindle app (which looks similar to how it does on Android and iOS now). … Oh and one more thing: Amazon has been working on a multi-touch screen/e-ink hybrid tablet device. But that’s nowhere near completion, I’m told. So for now, this new Kindle will have to do.”
TC: “I threw together the mockup above based on what he shared with me. … From this, we’ve learned at least one thing: competing with the iPad by trying to be the iPad.. doesn’t really work. … But they’re not. Rather than taking on Apple on their own court, they’re moving to keep a lock on a game they’re already kicking butt at (the e-reader market), while upping the odds that anyone weighing ‘iPad or Kindle?’ will be swayed in their favor. By launching with a 7” tablet (and only a 7” tablet), Amazon is making it clear: they don’t want the Kindle tablet to be the iPad. They want it to be everything the iPad is not. – They want it to be small, and comfortable to read in bed. This is a Kindle, after all. For many folks who just want something to read in bed or throw into their bag to read on the train, the iPad’s nearly 10-inch display can feel a bit gigantic. – They want it to be cheap.”
GigaOM: “Instead of a full-fledged Android tablet, Amazon’s new Kindle slate runs a forked version of Android under the hood that no user is likely to ever see. – The 7-inch tablet takes a cue from the Barnes & Noble Nook Color; arguably the most successful non-iPad tablet if it fits your definition of one, and likely to see a hardware refresh soon. Amazon’s tablet will use a completely customized interface, not have Google apps of any kind, nor will it access the Android Market. It will run apps from Amazon’s AppStore. … Those wanting something smaller than a tablet but bigger than a standard phone may be more interested in the newly announced Samsung Note.”
VB: “So what of the rumored 10-inch Amazon tablet? That device, which is said to run a quad-core processor and be a more direct competitor to the iPad, is scheduled to launch in the first quarter of next year if the 7-inch tablet does well enough. – Amazon may forgo releasing a touchscreen version of the traditional Kindle, Siegler says, but that’s still speculation so far. Intriguingly, he also says that Amazon is working on a multi-touch tablet/e-reader hybrid device that runs on an E-Ink screen.”
pC: “Even if Amazon is cutting out some bells and whistles out of its tablet, it is offering users a lot more: a host of usable cloud services; some free services; and a low price. This may finally turn out to be the Android(ish) tablet fit to fight the iPad stronghold.”
Digital publishing with MagAppZine: Give us 15 minutes [and a PDF]. We’ll give you an [iPad] app; http://eicker.at/MagAppZine
MagAppZine: “…is a New York, NY based company founded in 2010 by former Apple employees who teamed up with an Adobe engineer to create the ultimate digital publishing tool. – MagAppZine allows publishers to create branded apps for their publications and distribute them to the world via mobile devices like the iPad, opening up their business to a whole new audience while maintaining a lower overhead. – The company’s slogan, Publishing Gone Digital, reflects MagAppZine’s mission: to give all publications the opportunity to distribute their content in the most modern way without spending an exorbitant amount of time and money.”
MagAppZine: “The creation of your branded MagApp and deployment onto the Apple App Store [starts at $2,994].”
O’Reilly: “Is the platform targeted toward a specific kind of publisher? Paul Canetti [founder]: ‘Clearly the name brings in magazines first and foremost, but the tool itself is really applicable to all sorts of publications. Anything that can be a PDF is fair game. I have a lot of conversations with small book publishers looking to create a bookstore app on a particular topic or as a branding tool for the publisher or a specific author. It is my philosophy that you should be everywhere your readers potentially are, so when someone searches for you on the App Store, it’s you that they find.’ – How can book publishers use the platform? Canetti: ‘The bookstore app is really cool, and chunking up books into collections fits nicely under the umbrella of the app. I’m also excited to start seeing sub-divisions of books – selling chapter by chapter – or using the subscription functionality to have a sort of book club app or a series where new content is being released regularly. … We’re also rolling out a new tiered monthly pricing structure that has plans starting at $99 a month.‘”
RWW: “It’s a white label, DIY app-publishing platform that is limited to PDF uploads, website viewing in an in-app browser and in-app sales of multiple issues of any publication. It looks really well thought out, simple and accessible. The price is about to drop substantially, too with the Fall release of the 2.0 version of the service. … Can PDF-type content do well in an app store context? I’m not sure, but if I had print-style content to distribute I think I would give this service a shot. It looks much nicer, frankly, than magazine reading app platforms like Zinio or HP’s Magcloud (which I love in theory but never use in practice). I want to go directly to the magazines I want to read, not wander around some app store from the app store that’s 75% filled with magazines of questionable quality.”
Andreessen: Software is eating the world – virtually and in the physical world; http://eicker.at/Software
Andreessen: “This week, Hewlett-Packard (where I am on the board) announced that it is exploring jettisoning its struggling PC business in favor of investing more heavily in software, where it sees better potential for growth. Meanwhile, Google plans to buy up the cellphone handset maker Motorola Mobility. Both moves surprised the tech world. But both moves are also in line with a trend I’ve observed, one that makes me optimistic about the future growth of the American and world economies, despite the recent turmoil in the stock market. – In short, software is eating the world. … Why is this happening now? … Over two billion people now use the broadband Internet, up from perhaps 50 million a decade ago, when I was at Netscape, the company I co-founded. In the next 10 years, I expect at least five billion people worldwide to own smartphones, giving every individual with such a phone instant access to the full power of the Internet, every moment of every day. … Software is also eating much of the value chain of industries that are widely viewed as primarily existing in the physical world. … Companies in every industry need to assume that a software revolution is coming. This includes even industries that are software-based today. … Instead of constantly questioning their valuations, let’s seek to understand how the new generation of technology companies are doing what they do, what the broader consequences are for businesses and the economy and what we can collectively do to expand the number of innovative new software companies created in the U.S. and around the world.”
Page/Google: I am so excited today to announce that we have agreed to acquire Motorola; http://eicker.at/GoogleMotorola
Page/Google: “Since its launch in November 2007, Android has not only dramatically increased consumer choice but also improved the entire mobile experience for users. Today, more than 150 million Android devices have been activated worldwide – with over 550,000 devices now lit up every day – through a network of about 39 manufacturers and 231 carriers in 123 countries. Given Android’s phenomenal success, we are always looking for new ways to supercharge the Android ecosystem. That is why I am so excited today to announce that we have agreed to acquire Motorola. … Motorola’s total commitment to Android in mobile devices is one of many reasons that there is a natural fit between our two companies. … This acquisition will not change our commitment to run Android as an open platform. Motorola will remain a licensee of Android and Android will remain open. … The combination of Google and Motorola will not only supercharge Android, but will also enhance competition and offer consumers accelerating innovation, greater choice, and wonderful user experiences.”
Google: “Google Inc. and Motorola Mobility Holdings, Inc. today announced that they have entered into a definitive agreement under which Google will acquire Motorola Mobility for $40.00 per share in cash, or a total of about $12.5 billion, a premium of 63% to the closing price of Motorola Mobility shares on Friday, August 12, 2011. The transaction was unanimously approved by the boards of directors of both companies. – The acquisition of Motorola Mobility, a dedicated Android partner, will enable Google to supercharge the Android ecosystem and will enhance competition in mobile computing. Motorola Mobility will remain a licensee of Android and Android will remain open. Google will run Motorola Mobility as a separate business.”
BI: “Needless to say this is a gamechanger in the mobile world, as Google moves down the stack, and is no longer just an operating system provider meaning it competes directly with Apple as well as the various other handset makers who currently use Android. … Other handset makers, like RIMM and Nokia are both up pre-market on the news as the focus obviously turns to Microsoft: Is it now forced to buy one of them? Or does Microsoft benefit because the remaining handset makers (Samsung, etc.) now turn more towards Windows?”
TC: “Big question now is: how will HTC, LG, Samsung, Sony Ericsson, Acer, Huawei, Lenovo and all other Android device makers respond to this news?”
TNW: “Analysts and industry experts have said Google needs to get into the handset business but nobody predicted this. Google has upped its game and is on a collision course with Apple, we can’t wait to see how it pans out.”
HuffPo: “In January 2011, Motorola announced that it would split into two companies: Motorola Solutions, which would manufacture tech products aimed at businesses; and Motorola Mobility, which would focus solely on handsets.”
HuffPo: “Motorola, the 82-year-old consumer electronics pioneer responsible for early televisions, cell phones and even the first broadcast from the moon, split into two companies … in a reflection of changing markets. – As separate companies – Mobility, targeting consumers, and Solutions, for professionals – the two will have simpler stories to tell investors and a nimbler approach to developing cutting-edge products such as tablet computers.”
GigaOM: “[T]his … gives Google a chance to build very integrated devices that combine hardware and software well, something Apple products are known for. But it will, again, pit Google against its manufacturing partners. – Now, we’ll have to see how if this adds momentum to Android or saps it. Will it be worth it ultimately for Google to get more patent protection and its own hardware maker, or could this slow down the Android Express?”
GigaOM: “However, purchasing Motorola Mobility isn’t a magic bullet solution to Android’s ongoing patent woes. Apple and Microsoft decided to pursue legal action against Motorola despite its patent portfolio, so it obviously isn’t watertight. But whereas previously Google seemed to have little recourse beyond complaining publicly about the unfairness of the system, now it has some actual weight to throw around in court. … As far as ‘if you can’t beat ‘em, join ‘em’ moves goes, this one by Google is a pretty bold one. It was beginning to look like Android was facing a long, slow death at the hands of licensing fees and patent litigation.”
TC: “During today’s conference call explaining the deal, Page noted that Motorola’s ‘strong patent portfolio’ will help Google defend Android against ‘Microsoft, Apple, and other companies.’ The first two questions on the call went right to the patent issue as well. With Android under attack on the patent front by Apple, Microsoft, Oracle and others, buying Motorola is very much a defensive move as well.”
Doc Searls: “At the very least, this is patent play. That’s why Larry talked about intellectual property. In mobile, Motorola (I’m guessing, but I’m sure I’m right) has a bigger patent portfolio than anybody else, going back to the dawn of the whole category. Oracle started a patent war a year ago by suing Google, and Google looked a bit weak in that first battle. So now, in buying Motorola, Google is building the biggest patent fort that it can. In that area alone, Google now holds more cards than anybody, especially its arch-rival, Apple.”
TNW: “This is a massive twist and major turn in the patent battle, and Google has well and truly upped the game. – It is sad to see innovative companies resort to patent acquisition tactics to get one-up on competitors, but sometimes the only option is to fight fire with fire. – However, let’s not forget this isn’t just about patents. Google now has direct access to mobile phone handsets too, so who knows what other developments we’ll see in the coming months/years.”
pC: “Patents may be why Page also noted that the top five Android licensees showed ‘enthusiastic support’ for the deal. Google was quick to put out a release with quotes from four of them to support that. From Samsung’s Mobile head J.K. Shin: ‘We welcome today’s news, which demonstrates Google’s deep commitment to defending Android, its partners & ecosystem.’ … Meanwhile, the markets and the Internet are now zooming with speculation about what this might all mean for the wider mobile competitive landscape. Nokia’s shares are creeping up, as people wonder if this increases the changes of Microsoft buying it…”
ATD: “First of all, the deal will give a lot of fresh meat to the U.S. Federal Trade Commission, which is already investigating several aspects of Google’s business, including its Android mobile operating system business. As The Wall Street Journal reported last week, investigators from the FTC and from the offices of several state attorneys general have been exploring whether or not Google prevents phone manufactures who become Android partners from using the smartphone operating systems of other companies.”
RWW: “The deal is subject to regulatory approval in both the United States and the European Union. Yet, unlike many of Google’s acquisitions in recent years, this one should go through relatively quickly. That is because of what Apple has done to the ecosystem. … Yet, that is excluding the Android ecosystem itself. If Android is ‘open’ (and many people doubt how open it actually is, even if it is licensed for free), then what is going to happen with Samsung and HTC? … Android lovers should be excited that Google now has Motorola under its thumb. There should be more and better Android devices coming to market. Google lovers should be happy because it means that Google is defending itself in the patent wars and should raise the bottom line of the company. Apple, Microsoft, Nokia and the Android ecosystem should be wary because Google now has the capability of completing disrupting the balance of the environment in the same way that Apple has.”
GigaOM: “Our sources say that Motorola was in acquisition talks with several parties, including Microsoft for quite some time. Microsoft was interested in acquiring Motorola’s patent portfolio that would have allowed it to torpedo Android even further. The possibility of that deal brought Google to the negotiation table, resulting in the blockbuster sale.“
Apple‘s iCloud (beta) goes online: iWork gets web apps, pricing from free (5GB) to $100 (50GB); http://eicker.at/iCloud
Apple: “iCloud stores your music, photos, apps, calendars, documents, and more. And wirelessly pushes them to all your devices – automatically. It’s the easiest way to manage your content. Because now you don’t have to. … iCloud is so much more than a hard drive in the sky. It’s the effortless way to access just about everything on all your devices. iCloud stores your content so it’s always accessible from your iPad, iPhone, iPod touch, Mac, or PC. … When you sign up for iCloud, you automatically get 5GB of free storage.”
9to5Mac: “Apple has just opened up the iCloud.com web interface for developers. The website is in beta and features all new web apps for Mail, Calendar, Contacts, and more. In addition, it appears that iCloud.com will offer a portal for users to view their iWork documents that are stored in the cloud via iCloud. On top of all of this Find my iPhone is an integrated web application. As you will see, the interface for the website is very iPad and iOS-like. We also have a video walkthrough after the break.”
MR: “iCloud is Apple’s upcoming syncing and storage service for both iOS 5 and OS X Lion. iCloud (the service) stores your music, photos, apps, calendars, documents and keeps it in sync across multiple devices. iCloud.com (the website) represents Apple’s MobileMe website replacement that gives users online access to their Calendar, Email, Address Book, Find My Phone and iWork data. The entire interface borrows heavily from iOS and Lion and incorporates many nice graphical flourishes and animations.”
TC: “Not that this should be surprising. One of Apple’s strengths has always been aesthetics. But what’s equally nice is just how slick the apps function. Both in Safari and Chrome, all the apps feel responsive and feature many subtle transitional touches presumably using HTML5. – In addition to iCloud.com going live, Apple has also posted more information about iCloud pricing. ’5GB of free storage is plenty for most people. But if you need extra space, you can always buy additional storage,’ Apple notes on the site. Those prices are: 10 additional GB for $20 a year, 20 additional GB for $40 a year, 50 additional GB for $100 a year – Of note, your iCloud Photo Stream, iOS apps, music, and TV shows you buy from iTunes/the App Store do not count against your 5GB of free storage.“
TC: After less than 24 hours the Google Plus iPhone app has hit the #1 free spot in the Apple app store; http://eicker.at/GooglePlusiPhoneApp
WSJ: Amazon plans to release a tablet computer by October, intensifying its rivalry with Apple; http://eicker.at/AmazonTablet
Gerrit Eicker 08:19 on 28. September 2011 Permalink |
TC: “On Wednesday morning in New York City, Amazon will unveil the Kindle Fire. Yes, this is the name Amazon has settled on, to help differentiate the product from the e-ink Kindles… It will be a 7-inch backlit display tablet that looks similar to the BlackBerry PlayBook. … [H]aving played with a DVT model myself, I can assure you that it’s better than the PlayBook because the software is better and, more importantly, the content available is much better. … We also originally heard that Amazon Prime would be included, as a big enticement for would-be buyers. That may be off the table for now as well – but it’s not yet clear. It’s possible Amazon will release one version with Prime included for $300 and a version without it for $250. Getting Amazon Prime for $50 would still be a deal, since it’s normally $79 for the year.”
pC: “The success of the Kindle shows Amazon is prepared to think differently from others and to disrupt its own products – in the Kindle’s case to disrupt the cash cow of print book sales – in order to be innovative and seize early advantage in digital markets. If Amazon’s hardware is undifferentiated and virtually the same as RIM’s PlayBook then Amazon has to differentiate elsewhere with content, experience and business models. Otherwise it will suffer the same fate as RIM’s PlayBook. … Amazon will build a true media tablet. The first true media tablet. The Kindle tablet will focus on the future of all media – TV, movies, music, books, magazines – to enable Amazon to become the dominant digital media retailer. That is Amazon’s ambition.”
Guardian: “Amazon hopes its brand recognition and loyal book-buying customer base will enable it to do battle with Apple, which produced 75% of the tablets sold this year. – Research firm Forrester reckons the Kindle tablet could sell between 3m and 5m units in its first year.”
VB: “The timing of Amazon’s announcement might have something to do with competition from Barnes and Nobel, which is also allegedly scheduled to announce a new Nook Color tablet that will also retail for $250.”
ATD: “In 2010, magazine publishers got giddy about the prospects of selling their stuff on the iPad. This year’s version of the story: Lots of enthusiasm, tempered with a little bit of skepticism, over Amazon’s new tablet. … Publishers will keep around 70 percent of all Amazon sales, and the retailer will share some customer data with the publishers. … The publishers who are on board with Amazon view their decision to link up as a no-brainer: They want more distribution channels for their stuff, not fewer. And they’ve been begging, unsuccessfully, for a credible competitor to the iPad since April 2010.”
TC: “With the launch of the Kindle Fire tomorrow, I thought it would be fun to write a little bit sci-fi and imagine what the publishing market will look like in the next ten or so years. I’m a strong proponent of the ebook and, as I’ve said again and again, I love books but they’re not going to make it past this decade, at least in most of the developed world. … 2025 – The transition is complete even in most of the developing world. The book is, at best, an artifact and at worst a nuisance. Book collections won’t disappear – hold-outs will exist and a subset of readers will still print books – but generally all publishing will exist digitally.”
Gerrit Eicker 17:33 on 28. September 2011 Permalink |
TC: “Amazon Fires $199, 7-Inch Tablet At Apple – The Fire itself is rather characterless and dull. It looks a lot like the 7-inch BlackBerry PlayBook (probably for good reason) and features just enough tech to pass as acceptable. There’s a two-point multitouch screen (the iPad has a 10-point screen), and an unspecified CPU… The most notable change is obviously the multitouch 7-inch LCD rather than an e-ink display, but moreover, the Kindle Fire is a complete storefront for the retailer rather than just an ereader. The tablet features apps for Amazon’s Android Appstore, Kindle store, Amazon MP3, and Prime Instant Video. … Amazon is pricing this model aggressively. Bloomberg is reporting prior to Amazon’s official event that the Kindle Fire hits at just $199 and comes with 30-days of Amazon Prime.”
TC: “Amazon has revealed a new line of E-Ink Kindles that looks to bolster their ‘traditional’ eReader lineup. The three new models have taken the stage: the $79 Kindle, the $99 Kindle Touch, and the $149 Kindle Touch 3G. – The new super small, non-touch Kindle was announced to appeal to Amazon’s legion of eReading purists. It’s small enough to fit in a pack pocket, and will cost users a scant $79 – customers can order today, and Amazon says it will ship today too.”
Gerrit Eicker 11:57 on 29. September 2011 Permalink |
GigaOM: “They say Apple has met its first real tablet competitor. And no, it is not Samsung or Motorola. Instead it is from a company that started out selling books on the Internet: Amazon. And while there is some truth to that assertion, I wouldn’t put a lot of weight in the argument. … With the new Kindles, Amazon has been able to define the hybrid retail environment. … Given that we are increasingly shifting away from buying physical media and are instead opting for digital goods, Amazon is smart in its introducing the new Kindle tablet. … Amazon’s primary business is selling us things – lots of them – and getting them to us as cheaply as possible. And that includes physical and digital goods and services. That is its corporate DNA, and that DNA is going to influence all of its decisions – whether it is redesigning its website or defining new tablets. … The bottom line is that Amazon will be successful – at least more successful than Motorola or HTC – but it won’t come at the expense of Apple’s iPad or Samsung’s Android-based tablets.“