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Verizon Shares Falling

December 14, 2006

Why are Verizon shares falling? Well it seems the massive costs of its FIOS initiative has investors wondering if the fiber to the home strategy makes the most sense or is AT&T’s cheaper plan to use copper in the last mile via its U-Verse initiative a better choice?.   A great concluding paragraph from a related article on TheStreet.com is worth sharing:   "People were OK with FiOS until they saw the cable companies were actually doing better, not worse," says one money manager with no Verizon positions. "Winning phone customers is always a lot easier for cable companies than winning TV customers is for phone companies."

My take on all this is AT&T is doing the right thing in the short term and Verizon is doing the right thing in the long run. What am I talking about?

Alcatel-Lucent

December 9, 2006

I like the new Alcatel-Lucent logo. It makes me think of a cross between an airline and an ecommerce company. I do really like the way the A and L come together as one. On a separate note the new company's credit rating was reduced to junk by Fitch ratings.

Huawei Logs $11 Billion in Sales in 2006

December 7, 2006

In the first half of 2006, Huawei recorded contract sales of USD 5.2 billion, an increase of 29 per cent compared to the same period last year. The value of contract sales from international markets reached USD 3.4 billion, an increase of 36 per cent over the same period in 2005. The international market represented 65 per cent of total contract sales generated in the first half of this year.   Huawei sees its future in IMS and FMC and they believe their growth rate will continue. The company is proud to say they have been granted over 2,500 to date.

AT&T/BellSouth FCC Vote to Take Place

December 7, 2006

The AT&T/BellSouth merger has been deliberated by the FCC for quite some time. On October 13 of this year reports circulated about how the FCC vote was to be pushed back. It is now almost two months later and there may be an end to the deadlock.   As you may recall Commissioner Robert McDowell was not voting due to a conflict of interest. As you may recall Robert McDowell worked for COMPTEL an association who was publicly against the merger.

Cisco Systems Rockets Ahead, Beats all Estimates

November 16, 2006

Here is part of my Internet Telephony Magazine Publisher's Outlook December 2006:   -----------   Certainly the biggest news in recent months is that Cisco Systems, the world’s biggest vendor of computer-networking equipment, reported first-quarter 2007 net sales of $8.2 billion (exceeding analyst predictions, which ranged from $7.9 billion to about $8.05 billion) and net income of $1.61 billion (up 28% from last year). In a public statement, Cisco’s CEO John Chambers boasted that the company “achieved, once again, record revenue of approximately $8.2 billion, a 25 percent year-over-year increase and a Cisco standalone increase of approximately 16 percent, which was above our standalone guidance of 11 to 13 percent,” adding, “This is the fastest standalone year-over-year revenue growth rate we have seen in several years.”   After the news appeared, investors jumped into the market, sending Cisco shares surging 7% to a new 52-week high of $27.44. The stock closed that day with a 6% gain, at $26.71 on the Nasdaq. Analysts everywhere either immediately upgraded their rating on the stock to “buy” or else increased their price targets.   The Associated Press quoted Ittai Kidron, an analyst with CIBC: “Few businesses Cisco’s size can claim to have achieved what it did in [the quarter] — outperformance in nearly every product line.

Showing Kevin Martin the Door

November 13, 2006

France Telecom in the Movies

November 8, 2006

The next move for telecom companies is to look outside telecom

It would seem that if cable and phone companies are set for a war, the phone companies need to hurry up and catch up in one of the areas cable has a stronghold; video content. This is not news to France Telecom who recently created a new unit that will invest in French and European movie rights and produce between 10 to 15 films per year.

Some people were surprised by the move but what France Telecom has done makes perfectly good sense for a number of reasons. We all know content is king. Consumers will be watching more and more video on devices like iPods, phones and soon watches.



Verizon FiOS

November 6, 2006

FCC Delays the AT&T/BellSouth Merger Again

November 3, 2006

Cable Companies Vulnerable?

November 1, 2006

There are some very smart people in the telecom business who are betting on the cable companies as the winners in the service provider wars. Their logic goes something like this. The cable companies have relationships with content providers and have faster broadband connectivity and are taking away voice market share from the LECs. The phone companies aren’t even able to deliver TV yet.

There is some sound logic here. The LECs are behind and if they don’t catch up soon they can be in trouble over time.

The one ace up the sleeve of the phone companies is their relationships with businesses which are better than the cable companies.



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