Most recently, the Digital Entertainment Group published this chart that shows the changes in consumer spending. Although there is an increase in spending for Blue-Ray and VOD, if we extract the lines to run until 2012, it appears that there could be about a $3B USD drop in the industry of consumer spending in the home.

Again we are seeing a major shift in an industry that has been pretty well established with hardware and physical goods and the growth curve that existing from 200o~2006 with the shift from VHS to DVD’s is not showing the same spurt in growth like it did before.  We could guess that Blue-Ray and VOD will fill this new paradigm shift, but we must imagine with the fragmentation of media and the rise of consumer spending on mobile could really be the culprits that will this industry as well.

It would be nice to think that the $3B USD that disappears moves toward mobility and other consumer  services, and that the “Connected Home” as a strategy and philosophy will be made up of consumer spending on more of subscription and digital transactions to offset the purchasing culture of hard media.

Major Retailers such as Best Buy and others will really need to look at the strategy of mobile and consumer behavior of on-demand, real-time media with models that tie this all together to the convenience of anytime, anywhere as well, I believe.

In a recent interview on Charlie Rose with Paul  Otellini, CEO Intel Corporation, Paul mentioned that in the next 5 years we will see changes in consumer products like we have seen with mobile devices. Everything will become “Smart” in the next 5 years.  Today Intel has been a leader in providing the brains behind the PC, but with Intel’s strategy behind the “Atom” processor ( A chip that is minimum in size with the most advanced processing power) to become the low-cost solution that powers everything. ” We will see chips in TV’s, in the car, in appliances- for what will be the SMART era”- he stated. ” Today we have over 10K engineers working on these software solutions that the consumer does not see”. As Paul sits on the Board of Google, it is pretty clear that we can see that this might lead to a strong alliance to Android, but most recently at MWC ( Mobile World Congress) in Barcelona,  Nokia-Intel announced their strategic partnership around the next generation OS called- MeeGo.  So there is that angle to think about.  ”No we are not creating another WinTel”- he stated, but the battle will ensue between Android, iPhone and now potentially MeeGo that will be the OS that not only occupies those 1.2Billion mobile devices shipped yearly, but all of the consumer appliances and electrical objects around us.

So where does this leave the Best Buy’s of the World? Yes- they need to grow the Best Buy-Mobile business, but it really opens an interesting opportunity for customer support and services.  In a recent presentation I heard from the VP of Marketing of Best Buy Canada, Angela Scardillo, she stated that the core of their marketing strategy is to build the brand around the “Connected Home”.  What a phenomenal strategy! Geek Squad will now be the customer support function to help us fix all of those problems that the online services have left us in utter abyss? We hope that Google and the rest of them will offer more customer support services instead of inanimate forums to answer questions, but if this does not happen, it will potentially be your local Super Geek ( A close colleague of mine that invented this concept way before Geek Squad) to now come to the rescue.

So I think that this shift has the players and the strategies in place now to really take us forward in this new decade.  The big losers could potentially be the hardware manufactures that will need to look for new avenues to build revenue streams  around ” Smart” objects.  We have seen the release of the iPad from Apple in 2010, but how cool will it be to start seeing the new “Smart” TV’s, Cars, Refrigerators, Washer and dryers, Rice cookers all connected into a grid that is controlled by our mobile devices.

It was very funny, now that CES is winding down, I felt that the “tsunami” of news about Nexus One would stop hitting me in the face. Yes- there is the constant faucet of Twitter about the new Android device, but there is an equal number of discussions about other devices as well. I like hearing the balance of debate about iPhone, Blackberry, Palm and others.  It even seems quite natural that  the other device manufactures  have formed strategic alliances with Google for search, but maintain their own platforms to bring a different flavor to the mobile world.

Given that Google has greater then 70% of the search traffic share in the US and over 50% globally….they do have the ability to market themselves all the time, and make it clear there value proposition of their products front and center.  It has become routine in our lives to use Google as a search engine…..  it is even a “VERB”.

Getting back to my story…. This evening,  I went to Google to check out something on Google Maps, and searched “Google Maps”.  Yes- it has been my mapping search of default these days.  Even though  I used to be a big fan of MapQuest, Yellowpages and others,  it has just become routine for me just to use  Google out of pure convenience.  This  again is a key factor and asset they have going for them all the time.  It validates why search is so powerful as the first point of the User-Interface we all use, and Google is clearly leveraging their search asset to drive business leads to their other services and products.  I guess why would they not do this?  It is only smart business practices.

Well what I found was shocking.  The first results for Google Maps  search was the Nexus One from the Google News…. [See picture below]  It was not the Google Maps product or something pertaining to this, but it was traffic to drive me to that feature on the Nexus One.

The only results on the page were about “Google” ( www.google.com) .  None  of their Strategic Partners?  No iPhone with Google Maps? etc… As this was one of the key features for many of their Partners, developer communities, it is very clear that Google has an incredible position to trump the very partners now with Google maps when it comes to marketing the feature with their new device.  So as a company that partners with Google to embed maps into product as part of your core business, you must have a very careful strategy on how you market Maps and Location based services as part of your product. It is clear that some of that marketing  spend could even drive traffic to Google’s mobile initiatives.

I tried to find “iPhone and Google maps” as one of the results as this should be very relevant today.  Well, I looked on page 2 of the search results and then finally found a reference for iPhone at the bottom of the second page. Not many of us users go to the second page.

I then wanted to see what Google Maps search result would be on the site GoogleminusGoogle ( www.startupbin.com).  I found these results.

This time we do see iPhone.  It is #6 in the search results behind Wikipedia, etc…. Not many bloggers sites or third party developer sites talking about Google Maps, and no other handset manufactures on the first page.

So from now on, regardless of the mobile device we own….. any time we look up any of those Google Services, we will get information about Android and Nexus…. It is just the way it is going to be I guess.   There is clearly a price for using Free services as part of your product strategy.  In the case of Google, their ROI for the Free offer is clearly leveraging your marketing spend and distribution to continually drive more traffic back to Google.

With the recent news of Google’s acquisition of AbMob for $750M, there has been real debate over what is to come of the mobile Internet and apps.  I found this acquisition interesting as one of the key strengths and strategies of AdMob has been in facilitating the iPhone in-app ad market. Although there are many providers such as SMAATO, Greystrip, etc…,  AdMob’s strength was with their self-serve engine and global footprint that enabled them to scale quite eloquently with the iPhone as well.  Many claim they were the mobile ad experts of  the long-tail publishers,  but iPhone was not a long-tail product with many extremely creative premium brand engagement solutions as apps leveraging AdMob.  With up to 60% of the apps free,  the facilities of AdMob and the others have been the key driver of this business model for developers focusing on the rich app experience.  Now with this acquisition, Google has its own foot hold in the marketplace of iPhone advertising even as it embarks on its own independent  journey with Android, with the monetization of both in-app and web a balanced growth and combined cross-media strategy.   As we have heard in the press,  Google positioned Android as the Internet machine,  the ability to add free navigation and scale with the largest advertising community on the web today inclusive of mobile puts them in a very solid lead position.

Apple does not have its own advertising platform for mobile to facilitate the free, but has been doing quite well without it.  Will Apple need its own advertising solutions to potentially offer as part of the free solution?  If I were a mobile ad exchange,  I would be talking to Apple about how to integrate the solution into the App Store process with the best yield management to give developers with their free offering the best revenue streams through federating in even Google and Admob. Was this not a problem that AdMob had not to long ago? At the end of the day as Apple is managing the platform, they are in a position to give developers the best revenue streams through yeild management and discovery.  This is what Facebook has done.  Enable their own advertising platform for their marketplace.  I think this trend will continue with platform providers all having their own solution for ad-serving and federating in ad networks and ad-tags.  I think who ever has an app store will now need an advertising exchange platform for support the delivery of free apps.   Not only that, having this facility will also enable some of the best opportunities for data optimization and relevancy targeting.  How will this now sit with AT&T that Google has better analytics of what is happening in the free community of iPhone?   Apple made the decision to drop Google maps and to bring in their own unique map platform?   Will Apple keep to the D2C only strategy and not get into these services further? As iPhone now grows,  so does Google with the acquisition of AdMob, giving them the data insights and strategies to see what is hot and what is not through the analytics of free in the iPhone Marketplace. We may someday forget the very powerful great reports that AdMob delivered to us about the state of the mobile industry via their network, as this will potentially go “dark” as Google has not been so forthcoming with that type of industry analytics for free. Yes- we get products and services for free, but the “secret behind-the-scenes analytical intelligence” is something worth its weight in gold and now a key asset they have to expand further.

iPhone is leading the pack when it comes to velocity, but Android is making its mark… with this we are bound to see Apple needing to expand to the other carriers in North America and also potentially open up a bit.  I would love to see stronger alliances with iPhone between the likes of RIM, Motorola, Nokia, Sony-Ericsson, HTC but those bridges seemed to be burned long ago? or not?

We are still in the early days of penetration of smart-phones and the overall potential of mobile access of the Internet in my opinion.   There are 150M Websites out there that are getting hit everyday even with mobile devices.  Many of them are iPhones that set the marketplace here in North America for full HTML browsing.  What is 100K apps compared to 150M websites? less then 0.1% of the size and potential of the Internet and with all devices in the future accessing the web, we are bound to see millions of widgets and mobile-versions of websites.

So when we say Apples to Apples comparison with iPhone,  I really feel we are talking about Apples to Gorillas unless Apple does make some major moves with strategic alliances and acquisitions.  I was once told, ” There is always somebody out there smarter and stronger then yourself in many ways, so leverage the community”.  Apple going at it on its own will now be a challenge with the Open Android approach that is sucking in so many of the hardware companies.  With Google now behind Motorola ( the giant that has been dormant for the last couple of years) and many others, it was fine for Apple to become great friends of the consumer, but they need more friends in this overall marketplace….. So lets hope and see if Apple will become the Gorilla in the room in the years to come.

Here is the leak of the Droid page….. As you can see on the right hand side, Droid is launching Google Voice Search.
Was it not so that Microsoft had search exclusivity with Verizon and Bing…. How did this happen?

It was announced today that in the last Six Months Google has hit is 1M Android with T-Mobile.  Information Week Article.  The amazing thing here is that even though Apple has been widely successful >5M Units sold in North America, companies that follow directly behind with large volumes; such as Blackberry achieving the 1Mth quite quickly, etc…

Even though Nokia is shipping 1M units a day, there is no comparison when it comes to scale, but the US Market still seems a quite bit distance for the marketing prowess of Nokia….. I am sitting and waiting for that Nokia Beauty to emerge…

TechTree India writies about the new release of Googles Gmail for Android and iPhones below.

I am excited to see that even with all the GaGa only about iPhone Apps ( understandably so, but) that there are new announcements every day on some of the most practical usage cases of mobile linked to web development and the mobile browser.

As it does make sense to have an application based strategy, there is still a lot to be said about the browsing experience off of the

OpenSource Webkit ( Safari) browser that is used on Android/iPhones/Nokia devices and many more.  As the browser is equivalent to web browsing we experience on PC’s, having a mobile experience that lends itself to the smaller screen size and the user interface of a mobile device is a very smart approach for scaling your existing web/publishing digital strategy to mobile.

I am a very active user of Gmail on both my PC and Device and find that the hardware does not matter anymore. What matters is my seemless ability to connect to the services that I use frequently and email is something that is extemely important for me to have virtually on all the time and extendable in a very usable form from either my PC or my Nokia E71.    I did find it strange that Google has only launched this for iPhone and for Android, when it would make sense to have this for all devices that support webkit from the starting point.  I am sure we will see the announcement for Nokia support in the near future.

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Gmail has announced a new web interface for iPhone and Android platform based mobile web browsers. Built over a new engine, this Gmail Mobile interface closely resembles the Gmail Desktop version. The whole mail browsing, reading and composing experience has become faster, even over weak network connections.

The user interface has been optimized for snazzier inbox, a new ‘floaty bar’ and offline Gmail support. The new floaty bar allows archiving, deleting or more options for the email like Mark as Unread, Add star or Report as Spam. This floaty bar follows as one scrolls down further to select more emails. Navigation and display of threaded email conversations has been simplified and made faster.

Searching specific mails quickly is possible by poking the Magnifier button representing search. More messages can be viewed by hitting ‘Show more messages’ and the page hardly takes half a second to load more emails.

The new Gmail for Mobile is available on Apple iPhone and iPod Touch devices with firmware 2.2.1 or higher. All Android-powered phones are supported.

The iPhone OS 3.0 brings landscape keyboard support in the Mail application but it still takes a while to load messages. Scrolling between the messages often results in sore fingers. Also, search emails and labels are still difficult to use. However, the Gmail team has made many Gmail fans happy with the new desktop-like mobile web interface iPhone and Android platform.