Let's get serious about where we are today. The Fed has made cheap money available everywhere and its going to lead to more Mergers and Acquisitions. From Verizon's perspective there is never a better time to engage Vodafone in talks...
Google and Apple are vying for your attention today. If you are a carrier, your bed fellows are not staying the night! Google with the Nexus One announcement that is all about the Android operating system and not a carrier....
If the sum of the parts is never greater than the whole, the dividing of Nortel into various sections has interesting implications.First of all, Ericsson is on a hot streak right now. It's announcements with ATT , T-Mobile and Verizon. ...
I was looking at Guardian reading about the merger of the Orange and T-Mobile assets in the UK. This 50/50 merger seems to me a great deal particularly for T-Mobile. Orange from most accounts was the better built out network...
Mark my words: over the coming years, our cell phone will become the wireless networking relay station of choice for all of our portable devices - from Netbooks to Notebooks to eBooks and support for the phone's own wireless data activities as well. But, getting there is not going to be easy.
I walked over to Best Buy with Rich Tehrani, as a result of the 99 cent promo for a Compaq netbook with Sprint service. Counting the floor model which had to be initialized while we talked, they had 2 in...
"A sales guy is usually the last guy to call a downturn", is the quote from Dave Vellequette of JDS Uniphase in today's Journal as they discuss the value of scenario planning in a recession.I think all the carriers are...
Investor's Daily did talked about Neutral Tandem today.The article was interesting because their biggest customers are the wireless carriers that are not affiliated with the ILEC (is that term getting old and I should just say ATT & Verizon?). So...
If all politics is local this one indicates the issues local to Europe. Europe is about to go on holiday. As a matter of fact for the northern climates July is the month, the southern go in August. So the...
Anton Wahlman, a good friend, who helps focus money and hedge bets, sent me this note. 1. Blackberry is a fully encrypted military-grade secure platform, with 100% market share at FBI, CIA, White House, Congress, Department of Defense,...
Last week the iPhone 3GS was announced and Apple says they sold 1M. Comparing that to Sprint's PalmPre and T-Mobile G2 announcement its a winner. However, Apple's efforts to steal the thunder obviously succeeded.Having said that the front end loading...
Scott and I just had lunch and we were next to a Verizon Wireless store. And we got to talking about Andy Abramson's blog about VZ's MiFi service. My connectivity has been for S%^# for a while and these last...