Yahoo

Nothing but Headlines: DPI, Caps, Clearwire

April 24, 2009

I'm seeing a lot of news in our space but not enough time to cover it all or analyze it, so here's just the headlines:

DPI (deep packet inspection) by cable being investigated by Congress. It scares the crap out of Boucher (ARS). Cox, Comcast, NebuAd = new privacy law being debated (NYTimes).

Broadband download caps: in the news all week because apparently TWC said that without caps, they won't upgrade any more. Well, I have news for them: if they don't upgrade they will lose customers.

Posted in Yahoo, bandwidth, broadband, cableco, politics, privacy, telecommunications, wimax, wireless

Will Sprint Sell Nextel?

August 11, 2008

According to an article on Y! news, Sprint may be trying to sell Nextel, but not without hurdles. "Sprint faces pressure from the FCC to relinquish a key chunk of iDen wireless airwaves for emergency communications networks." To me that means, spin it off as a public-private safety network.

Although analysts suggest that Motorola has left the iDen technology behind, NII uses the iDen network in Latin America. There is enough of a subscriber base to look at investing in improving that technology. To do a forklift upgrade to the iDen network would be expensive -- it means replacing all radios and handsets.

Posted in Yahoo, telco

No Holds Barred Proxy Fight

May 28, 2008

Well, it looks like I will get to see a real live proxy fight up close. (Well, as close as the web will get me.) Carl Icahn has sent a letter to the Yahoo! Board about this actions and disappointment. Icahn has already bought 59M shares of Y! stock and wants to buy $2.5B -- then sell it to Microsoft for a quick buck.

Icahn is busy messing around with Motorola. He owns most of the debt at XO -- and won't allow a re-finance which would actually help XO.

Posted in Yahoo

On Rad's Radar?

Yahoo

Nothing but Headlines: DPI, Caps, Clearwire

Will Sprint Sell Nextel?

No Holds Barred Proxy Fight