It is still about the phone. Cell companies are stuck. After years of leveraged cool handsets to drive sales, cellcos are stuck as hardware providers - subsidized hardware too. Cellcos aren't alone. VoIP providers are stuck in the hardware space...
When I heard Mark Sanborn call business a thinking man's spot, it made me smile and then think. Oddly, most of these news items have all fallen in my lap today. It made me re-think how the value added distributors...
What happens to the fiber companies that depend on FTT (fiber to the tower) when the cell companies decide to buy dark fiber to the towers? All the fiber guys build out based on a set of financial projects that...
Zayo CEO Dan Caruso wrote a good blog titled "Is Bandwidth Production Lucrative?". In the wake of Jim Crowe stepping down at Level3, Caruso's analysis of the fiber players in an interesting read.Personally, I think these CEOs - Crowe, Hesse,...
Saw this picture on twitter. It made me think about the lack of innovation from the telcos.For example. cellular and DSL technologies were discovered by Bell Labs in the 1960s, but didn't to market until decades later. And it...
If every day feels like you are on a hamster wheel, maybe you are examining the wrong metric. An interesting announcement today two weeks before thier customer summit, Cisco bought a stake in Parallels and gets a Board seat.Parallels is...
I see a lot of reports about the telecom space. This one by E&Y sums up the industry in 2012: "Many established players are looking for new ways to cater to consumers and enterprises by buying capability in new areas."...
Many business models are at odds with the customer wishes. Airlines want full planes. Customers don't want to be sardines and have bags checked for them.Consumers hope that not everyone is using the Internet at 8 PM. The ISPs need...
Cisco announced plans to acquire Meraki, a managed Wi-Fi company, for about $1.2B.Broadsoft announced UC One and now Rich Communications Services (RCS) to be added to its BroadCloud SAAS platform. [UCStrategies]After Softbank put $20B into Sprint, Sprint turns around and...
Microcorp announced a deal with TDMobility (here and here). I have written about TDMobility before (most recently here and before), where I proposed that it would be a small leap for TDMobility to become a master agency. Instead, TDMobility teamed...
"An industry executive argues that service providers face becoming "irrelevant" to consumers, though it might be unusual to hear it said in public," writes Gary Kim. It is the same argument - dumb pipe versus value added reseller.While VZ and...
There is so much talk about malware on Windows computers. Apple users think they are safe. HA! It was simply a matter of volume. Now that iOS is on millions of devices it is worth the time for bad guys...
The biggest jump over the weekend was Red Bull Stratos: "Felix Baumgartner captured the attention of the web on Sunday when he jumped from a capsule 128,000 feet above Earth and landed safely on the ground in New Mexico." [via...
MetroPCS was in a hurry to get hitched. With 30 fast approaching, MetroPCS dated Sprint then got engaged to T-Mobile USA. Gary Kim has a nice graph of how T-Mobile will still be 4th after this acquisition, but a closer...
In March, Craig Moffett of Bernstein Research announced that Sprint would end up in bankruptcy. MSN reports, "After assigning a 50% likelihood in March that Sprint would end up in bankruptcy as it raced to build a national wireless network...
I like spy novels. Since James Bond, I have been reading spy novels from Ludlum, Lustbader and Jack Higgins. The new breed of authors in this gnre are very good - Barry Eisler, Vince Flynn, Daniel Silva, Brian Haig, Randy...
Cisco's blog writes that we are in a data tsunami due to broadband Internet demand from consumers and their devices. Holy Hype, Batman! This is the same hype that Cisco's Global Consumer Internet Traffic Forecast started in 2009 with the...
In the last year, 8016 devices were left in US airports, according to TJS. Credant’s research found that the following types of devices were left behind: Smartphones and tablets: 3,444 (43.0%) Laptops: 3,576 (44.6%) USB Drives: 996 (12.4%) Despite a...
Zayo Group announced the formation of a dedicated team focused on Small Cell and Fiber to the Tower (FTT) initiative (in this press release). That's a good idea. In fact, when RAD-INFO INC is consulting on mergers between TDM companies...
Cellcos have a tendency to shut off features in phones that they don't appreciate. We would have more wi-fi phones now, but cellcos didn't want phones to go off-net. Now that they have mismanaged their 2G/2.5G/3G/HPSA networks, they are re-thinking...
The markets are flat. Broadband, voice, TV and cellular. There are more cellphones activated than there are people in the US. The average home has 4 Internet enabled devices.So what do you do if you are a Cellco and more than 60%...
Hands off the Internet!Sen. Alex Padilla: Bill will preserve hands-off regulatory approach toward VOIP.VZW and T-Mobile are at odds over SpectrumCo spectrum with Verizon saying T-Mobile is hypocritical about spectrum. "Verizon told the FCC in a filing Monday that T-Mobile...
How do you offer your broadband customers mobile access? There are a couple of options. One is MVNO, reselling cellular data cards to your customers. This is a very expensive option. No margin, but stickiness for your bundle.Another way is...
Just looking at the news makes me think that the cellular industry is having a week of mayhem. Besides the mess I wrote about earlier this week, "US wholesale player LightSquared has filed for Chapter 11 bankruptcy protection amid efforts...
Everyone blames the FCC. AT&T blames the FCC for all of its woes after the FCC (and the DOJ) said no to its merger with T-Mobile. Boo-hoo. It was a risk. It didn't work out. You probably shouldn't have given...