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June 2013

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M&A's, Internationalization and Balkanized Spectrum

June 18, 2013

Today's Wall Street Journal has a field day of activity from Clearwire's  new found respect, Verizon Wireless invading Canada and Liberty Media looking to acquire Kabel Deutschland.

Add this to the T-Mobile / MetroPCS / DT activity and the confusing life of Sprint / Softbank / Dish Networks and you have a whirlpool of competition.

So what is the lesson here?

I think this a story about markets and monies as opposed to synergies.

On the market side with the reality is that there will be little synergies in these mergers.  Technology, management and spectrum allocations will stay in place.  However, the US market seems to be ripe for a stronger number three.

For Liberty Media and for Verizon the issue is saturation.  Growth 
On the money side, with the Fed suggesting tapering is coming, the cheap money window is closing.  










Ho Hum, iOS7 is Here

June 11, 2013

The problem with Software as a Cult is when the cult leader passes, the clothes of the emperor don't fit the other team members well.

It's not that Steve was everything to the company.  It was that he had a loyal following.

Nothing in what Apple is doing is bad right now.  And in fact they are doing a great continuance while updating the style and giving people more freedom.

However,  the wow of wireless computing is now past the hype stage and those who lived for the earth moving of Steve's announcements are having to cope with the reality of choice.

Wall Street has loved and hated Apple in huge cycles.  While Apple has been pretty consistent.  







The New Times are Better: WebRTC vs. VoI

June 6, 2013

If you have been with me in at past events, you know that things have a tendency to go in cycles  And go knows I have seen a lot of cycles.  I can remember listening to the father of analog switching telling me that digital was overrated.  I can remember my own ATM bigotry as I would talk about differentiated services which no one had truly developed, while the Internet stole the show.  I remember QoS VoIP debates that treated the session like a call and fundamentally did not see the amazing results possible with Best Effort.