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Mark Lowenstein's monthly opinion columns for Fierce Wireless

fiercewireless
January 2012:
Monetization: The Next Phase of Enterprise Mobility

The enterprise mobility market is on fire. Much of the current activity revolves around B2E deployments and mobile policy/device management solutions. I believe a larger transformation is just around the corner: leading brands will harness mobile to develop entirely new revenue streams. Read more.

fiercewireless
December 2011:
2012: The Year Mobile and Content Will Merge.

In the digital media universe, significant progress is being made on the "content everywhere" framework for television programming, movies, and other media. This is going to force some important economic, business model, and customer experience questions for mobile in 2012. Read more.

Lens
December 2011:
Lowenstein Predictions 2012

See Mark's list of annual provocative predictions: How will mobile and content merge? Will Apple be able to keep up the momentum? Is mobile payments overhyped? Read More

Lens
December 2011:
What's Next in Wake of AT&T Deal Collapse?

For the record, I was supportive of this deal. In the wake of its collapse, expect an intense period of deal activity. It's also time to be thinking about three fundamental issues: How many national 4G networks do we really need? Why are wireless operators so unhealthy at a time of general industry frothiness? And how do we convince regulators to look at wireless through a modified, less telecom-centric lens? Read More

fiercewireless
November 2011:
We Need More Data on Data.

Reading an operator's 10Q is like a step back in time. With all the growth in data, new metrics are needed to more effectively track this side of the business. Here are some suggestions..

fiercewireless
October 2011:
Time for Apple To Do Something With its Cash.

Pressure has been mounting on Apple to do something with its riches. Some thoughts on possible acquisitions, blockbuster moves, and even time to "give back". Read more.

fiercewireless
September 2011:
Is Mobile Ready for the Cloud?

Lowenstein posits that mobile might not be ready for the connectivity model needed for cloud services. Read More.

xconomy
September 2011:
Mobile Platform Wars: What's Next?

Lowenstein foresees an accelerated pace of developments and a re-shaping of the mobile device/platform ecosystem over the next 6-12 months. Read More.

fiercewireless
August 2011:
The Next Generation App Experience

Successful as the app framework has been, I am feeling that we are nearing "overload." Apps are tough to manage on and across devices, vary wildly in quality, and exist in very specific silos. Don't get me wrong--I love my apps the same as the next guy. But given the limitations of the existing framework, and other tools/capabilities becoming available, it's time to be thinking about an evolved, more semantic mobile content experience. Read More.

fiercewireless
July 2011:
Toward A Dynamic Connectivity Model

CNN announced recently it would make simulcasts available on the Web and to mobile devices. Question: do wireless operators want their subscribers streaming video over cellular networks to their devices? Answer: Probably not. What Should be the Answer: A More Dynamic Connectivity Model. Read More.

fiercewireless
June 2011:
M-Commerce: What Does the User Want?

Mobile Commerce is one of the next big things in wireless. But for all the innovation, politics, and deal-making among ecosystem players, has there been enough focus on what the consumer wants? Read Here for my thoughts on the issue.

fiercewireless
May 2011:
The Future of Voice.

When is the last time you thought about wireless voice? Well, despite all the focus on data, I think there will be some important changes to good, 'ol [not always] reliable voice services over the next year. Read More.

Lens
May 2011:
Start-Up Trends.

In May, I attended a start-up forum at the MIT Museum, where some 30 very early stage companies were doing demos. I came away with some broader observations about what this means for the market. Read more.

fiercewireless
April 2010:
FCC Needs to Rethink Wireless.

As the FCC starts scrutinizing the proposed AT&T/T-Mobile deal, I argue that it's time for the agency to start looking at wireless through a more consumer-oriented lens. Read More.

Lens
April 2011:
Apple to Acquire Sprint.

I got more than a few of you in this April Fools piece.Read more.

Lens
March 2011:
Lownstein's Take on AT&T/T-Mobile Acquisition.

Mark says it should go through and will go through. It comes down "less choice for more network".Read more.

fiercewireless
March 2010:
Sprint+T-Mobile+Clearwire: Short-Term Pain, Long-Term Gain?

On the eve of CTIA Wireless 2011, here's a prediction for CTIA 2012: the U.S. operator landscape will look very different. Read More.

Lens
February 2011:
It's Time for Apple to Ante Up...And I Have Just the Right Idea

Lowenstein calls for Apple and other industry leaders to lead a technical revolution in schools. Read more.

fiercewireless
January 2010:
How Will Carriers Differentiate in 2011?

With deltas on pricing, handset exclusivity, and network capability having narrowed, how will operataors differentiate going forward? Read More.

Lens
January 2011:
Lowenstein's analysis of Verizon iPhone.

An important day for U.S. wireless consumers. But sort of anti-climactic after all the hype. Read my analysis in this Lens post.

Lens
December 2010:
Holiday Wish List; Google webinar highlights, Initial LTE Impressions

Rather than the usual predictions column, here's a "holiday wish list" for the wireless industry. The Lens also features some highlights from the Webinar on Google's mobile strategy, and initial impressions of Verizon's LTE service. Read More

fiercewireless
November 2010:
Fearless M&A Predictions

With accelerated industry growth and strong corporate balance sheets, I believe we're going to see intensified M&A activity in the mobile space over the next year. For some of my top predictions, Read More.

fiercewireless
November 2010:
The wireless model is changing. Forever.

With the growth of the industry being propelled by data and connected devices, the wireless business model is undergoing fundamental change. Read More

fiercewireless
October 2010:
How Many Cellular Networks Are Necessary?

Is seven facilities-based operators necessary in a market with surging demand for data and constraints in spectrum and capacity? Lowenstein believes there will be consolidation in 2011. Read More

Lens
September 2010:
Thoughts on Nokia

Will Nokia become more competitive in smartphones? Will they recapture share in North America? My impressions after having spent time with their senior execs at Nokia World. Read More

fiercewireless
September 2010:
How Many Cellular Networks Are Necessary?

Is seven facilities-based operators necessary in a market with surging demand for data and constraints in spectrum and capacity? Lowenstein believes there will be consolidation in 2011. Read More

Lens
September 2010:
Impressions of Clearwire 4G

In September, Clearwire and Sprint launched 4G in Boston. My impressions so far? Read More

fiercewireless
August 2010:
Putting an Operator Stamp on Android

Lowenstein argues that despite its remarkable progress, something is missing with Android. Read More

Lens
August 2010:
Latest View on Femtocells

Femtocells, as they are currently being positioined, will disappoint market projections. But there is a larger concept that is more exciting.Read More

fiercewireless
June 2010:
An Open Letter FROM AT&T

Here's the letter think AT&T should have written to its customers acknowledging the problems and outlining the fix. Read More

fiercewireless
June 2010:
Usage Pricing: The Education Phase

How to avoid Bill Shock, Phase 2? Think about how to best educate customers and develop the right early warning tools. Read More

Lens
June 2010:
Usage-Based Pricing: Alternative Thoughts.

Lowenstein's take on AT&T's recent pricing move. Read More

fiercewireless
May 2010:
What's Next for the Enterprise?

Lowenstein argues that the mobile enterprise market is about to enter a new phase. Read More

fiercewireless
April 2010:
What's Wrong with Being The Pipe?

With the growth of smartphones and app stores, the familiar refrain "the operator is just a pipe" has intensified. This statement generally has a negative association, as if the Apples and Googles of the world are relegating the operators to irrelevance. I beg to differ. Read More

fiercewireless
March 2010:
What's Next for Blackberry?

Blackberry market share has held up remarkably well amidst intense smartphone competition. Is RIM's position vulnerable? What's next for Blackberry? Read More

Lens
March 2010:
Re-Thinking Data Pricing

The proliferation of connected devices and surging mobile data consumption are leading to a vigorous debate about how to evolve wireless pricing. I think the industry needs to be far more creative. Click here to see my five main suggestions. Read More

fiercewireless
February 2010:
The New World of the Wireless Operator

With a rapidly changing competitive landscape, what is the future role of the wireless operator? Read Lowenstein's provocative column. Read More

Lens
January 2010:
Special Lens: What the iPad Should Be

Lowenstein says the mostly negative reviews of the iPad don't see the bigger picture. Read More

fiercewireless
January 2010:
Who ya gonna call?

There's a huge dichotomy between the "wireless world" and the "internet world" when it comes to support. How is this going to be reconciled as we start connecting more advanced wireless internet devices, especially if they are not coming through the operator "channel"? Read More

Lens
January 2010:
Ten Themes for 2010

I think 2009 will be viewed as a "transition year" in wireless. The upcoming year promises disruption to the traditional balance of power. Read More

fiercewireless
December 2009:
Will 2010 be the year for Google?

Just think about the past two months. Launch of several iconic devices through operators. The Nexus One. The $750 million purchase of AdMob. See my December Fierce column for a look ahead to 2010. Read More

fiercewireless
November 2009:
Should spectrum be free?

More than $50 billion has been raised in spectrum auctions. Where has the money gone? With incredible demand for greater network capacity, is it time to be re-thinking our spectrum policy? Read More

Lens
October 2009:
Net Neutrality and Wireless Economics

As the network neutrality debate heats up, Lowenstein argues that the FCC is naive when it comes to understanding the unique economics of the wireless industry. Torrid data growth is going to lead to some major changes in the way we price content delivered over wireless networks. Read More

fiercewireless
October 2009:
Avoiding the 'AOL problem'

We are at a historic point in the wireless industry. Traffic growth is expected to exceed revenue growth for the forseeable future. Remember the early days of the Internet when AOL became known as America On Hold? Could the same happen in wireless? What can we do about it?Read More

Lens
September 2009:
Evolution of Device Based Self-Service

Operators have been successful in automating key elements of the account management lifecycle. It started with increasing functionality on their Web sites, but now the device is becoming an important medium. Implementations are generating positive ROI. Read this Lens piece higlighting the findings of our recent White Paper. For a complimentary copy of the full White Paper, please e-mail me. Read More

fiercewireless
September 2009:
What's Next for T-Mobile?

T-Mobile has had a couple of disappointing quarters and seems to be "caught in the middle". Plus, there are rumors about Deutsche Telekom's plans for the U.S. market. How might T-Mobile differentiate going forward? Read More

Lens
August 2009:
Taking on the Talking/Texting While Driving Issue

There has been a great deal of attention lately to the issue of talking/texting while driving. Rather than dwelling on the public policy aspects, we focus here on what we can do as an industry - education, training, products - to address the issue. Read More

fiercewireless
August 2009:
Could Amazon outmatch iTunes with an Amazon App Store?

Amazon could be a much broader and more significant player in wireless than it is today. In fact, I think they could give the Apple App Store juggernaut a serious run for its money should they decide to enter the fray. Read More

fiercewireless
July 2009:
Wireless industry is anticompetitive? Not so fast

The issue of the wireless industry’s “competitiveness” is heating up once again. The centerpiece issue is handset exclusivity, but there are broader concerns about the industry’s structure, such as the size and scale of the major operators and the commonplace “subsidy for contract” practice. Not so fast, I argue in the July column for Fierce. Read More

fiercewireless
June 2009:
Is TracFone the new Southwest Airlines of wireless?

Is Tracfone the Southwest Airlines of Wireless? With little fanfare, a new service was announced this week that I think is a signature event for the U.S. wireless industry: Straight Talk from Tracfone. Why is this significant? Read More

Lens
May 2009:
Rethinking Mobile Broadband Pricing

Wireless has fared comparatively well in this tough economy. One exception is the marked slowdown in mobile broadband growth. My view is that the prevailing pricing from leading operators is not aligned with the needs of the next wave of adopters, plus the multitude of connected devices coming to market. It's time to rethink the approach to MBB pricing. Read More

fiercewireless
May 2009:
A more personalized app store

With the explosion in app stores, what will the next generation of capabilities look like? I argue that a more personalized, contextualized applications experience is needed. Read More


Lens
April 2009:
Five Companies Leveraging Change

As executives, I think it is important to learn from companies that are being especially innovative in adapting to change, introducing new business models, or are significantly over-indexing their peer group. What are some of the lessons for the wireless industry? Read More

fiercewireless
April 2009:
Evolution of the App Store Business Model.

With so much investment and effort going into the app store ecosystem, I think it's an opportune moment to consider what the future might look like. In this column, I will focus on the evolution of the app store business model. My next column will focus on the evolution of app store features and capabilities. Read More

fiercewireless
March 2009:
What to Expect at CTIA

Even though attendance might be a little down, I think the tone of the show will be upbeat. Here's what to expect in the areas of infrastructure, devices, applications, open development, and more. Read More

fiercewireless
February 2009:
What's Next for Location Services

We are at an important fork in the road with respect to location-based services. There is a huge amount going on in this area, yet LBS have proven difficult to monetize. Will location be part of a premium set of apps? Is it the holy grail of mobile search and advertising? Read More

fiercewireless
January 2009
A New Model for Wireless Pricing

It became clear in 2008 that flat rate plans are, over time, going to become the prevalent structure for wireless pricing. Even with these developments, I believe we are starting to outgrow today's pricing model for wireless services, when we think about a multi-device world with all sorts of connected wireless devices. Here are some thoughts on some new approaches. Read More

Lens
January 2009
A New Model for Wireless Pricing

It became clear in 2008 that flat rate plans are, over time, going to become the prevalent structure for wireless pricing. Even with these developments, I believe we are starting to outgrow today's pricing model for wireless services when we consider a multi-device world. In an expanded version of my January Fierce Wireless column, some new pricing approaches are presented.
Read More

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Recent Quotes

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AT&T's iPhone Dilemna

 

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It's All About the Apps

 

 

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