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March 2011

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What AT&T Purchase of T-Mobile Means

March 20, 2011

Today, AT&T announced it was purchasing T-Mobile from Deutsche Telecom generating a combined entity with 130 million wireless subscribers producing $72.2B per year in revenue. While AT&T had an exclusive contract with Apple to sell iPads and iPhones it could rely on organic growth but now that Cupertino decided polygamy was more lucrative and Google’s Android is unleashing a torrent of cool devices on all networks, the challenge for carriers is to figure out how to compete effectively in a world where differentiating based on device is more difficult.

iPhone and AT&T’s Network Quality Perception

AT&T took a beating while being the exclusive home of the iPhone and was ridiculed on programs from The Daily Show to Saturday Night Live for selling device which couldn’t effectively make phone calls.

Skype Pre-IPO Report Card

March 7, 2011

It was back in 2007 when my fellow bloggers and journalists told me that Skype was a dog, had no future, couldn’t make money and wasn’t going anywhere. I begged to differ – the way I saw it the company simply didn’t execute on its potential. I quickly jotted down 11 ideas the company should pursue and in my post I even offered myself to Meg Whitman as a consultant to help implement my ideas.

Fast forward a few years and Meg is gone, and the company was sold and is now implementing the ideas – slowly but surely but many have been implanted in the last week which is why this analysis makes sense to present today.