FORTUNE -- The point in the attached chart -- at Q4 2013 -- where the rising blue tide touches the fading brown line represents a milestone in the history of telephony, according to mobile analyst Chetan Sharma. That's when mobile carriers started making more money moving customers' data than they made selling voice-calling plans.
Sharma predicts that the U.S. this year will be the first country to generate $100 billion in mobile data revenue, up from $1 billion in 2002:
"The US mobile market is by far the most dominant right now in terms of revenues and innovation across the stack. It wasn't always like that. After inventing the industry, US lost the initiative to Japan and Europe until 2006-7 when the confluence of the iPhone, broadband networks, and robust applications ecosystem tilted things towards the US. Ever since, the US market has been on a rampage. And mobile data has been fueling this resurgence."
Sharma's annotated timeline, published Wednesday, singles out Apple (AAPL) for special mention: "iPhone launches, the world changes" (2007).
The chart is one of 16 slides in a data-rich report available online as a PDF.
Microsoft's claim that its voice command system is Siri's equal is put to the test
You might think that Microsoft's (MSFT) Chief Research and Strategy Officer would have spent some time playing around with Apple's new intelligent personal assistant before making the claim -- as Craig Mundie did earlier this week -- that there's nothing to Siri but clever marketing and the usual mindless fascination with anything Apple (AAPL) chooses to sell.
"As MOREPhilip Elmer-DeWitt - Nov 26, 2011 9:48 PM ET
Popular consumer services like Blogger, YouTube, Picasa, Reader and most importantly, Google Voice are coming to Google Apps' Standard, Premier and Education Edition customers this Fall.
Until now, Google Apps users would have to use their personal Gmail accounts if they wanted to use any applications outside of the Apps collaboration suite. That was unfortunate because services like Picasa, Blogger and Reader have plenty of use in business.
Today, Google announced that MORESeth Weintraub - May 7, 2010 9:26 AM ET
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