Traditionally, telcos have sold “communication” as the application over an underlying “connectivity” capability. However, the advent of an all-IP telecom network has forced the telcos to open up their “connectivity” capability. Today, they sell both “connectivity” as well as “communication.” But, the market has been smart enough to quickly commoditize the telcos’ “connectivity” service, and today, connectivity has become the commoditized infrastructure for a buzzing marketplace camped on the Cloud (and the Internet in general).

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We're in romantic Barcelona, it's Valentine's day, and love is in the air. Specifically, if you're Steve Ballmer giving today's keynote, a whole lotta love for: Windows Phone 7, app and development partners, device partners, carriers, ecosystems, design and user experience, and especially love for Nokia. Stephen Elop, CEO of Nokia, returned the love by appearing on stage to give a rousing defense of the new Microsoft/Nokia partnership.

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