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The Fantasy Of More Telecom Regulation After An AT&T/T-Mobile Merger

August 17, 2011

Analysis of:AT | www.bloomberg.com

Comments that approval of the AT&T/T-Mobile merger will depend on strict conditions and more regulation of telecommunications ignore today's reality that any such conditions or more effective regulation will be unforceable in practice. There is no way to stop the damage that this merger will cause the US economy, broadband development, and the public interest short of rejecting it outright.

Broadband In Wonderland And Theories From Navigant Economics

August 16, 2011

Analysis of:Theories of Broadband Competition by Jeffrey Eisenach :: SSRN | papers.ssrn.com

The trouble with some economists' theories is that they are just that - theoretical and utterly divorced from how humans and their organizations actually behave given the incentives and pressures they experience. The claim in this paper that: ".. for purposes of competition analysis, it is no longer possible to distinguish meaningfully between the competitive characteristics of broadband markets and other IT markets" is an example of this dangerous rubbish.

Google And Motorola Mobility – Does The Patent Portfolio Justify The Risks?

August 15, 2011

Analysis of:Google to Acquire Motorola Mobility | investor.google.com

Google’s purchase of Motorola Mobility carries with it several potentially negative consequences that may ultimately outweigh the value of the patent portfolio it will acquire. It also raises the scope of the probably negative effect on Google’s business- which so far it has ignored in public - if AT&T’s acquisition of T-Mobile is approved.

What Were AT&T's LTE Plans Prior To The Agreement With T-Mobile?

August 14, 2011

Analysis of:view (application/pdf object) | fjallfoss.fcc.gov

An FCC filing by the Diogenes Telecommunications Project (DTP) uses internal AT&T documents leaked by LulzSec as a basis for concluding that until the announcement of its transaction with T-Mobile AT&T was developing plans for a full rollout of LTE in its own frequencies, and was not indicating any spectrum shortage. If validated, this evidence destroys the foundation of AT&T's justification for this deal..

AT&T's Rural Scam

August 13, 2011

Analysis of:wirelessweek.com | www.wirelessweek.com

AT&T's promise and claim that its merger with T-Mobile USA will uniquely enable it to expand its wireless broadband coverage economically to otherwise unserved rural areas is one of the most shameless and shameful (but politically seductive) assertions in its large portfolio of "material misrepresentations." It could achieve this coverage now, by other  less expensive and obvious means, in a manner that unlike the consequences of the merger will be helpful and not harmful to the US economy.

AT&T's Arguments For Acquiring T-Mobile USA: What's Logic Got to Do With It?

August 11, 2011

The two themes of the arguments and representations put forward by AT&T in favor of this merger involve assertions regarding the : (1) Substantial merger-specific benefits;  and (2) Absence of any significant effect in reducing competition in the US mobile market. These two lines of argument are mutually incompatible.

A Chink In AT&T's Armor

August 10, 2011

Analysis of:WirelessWeek.com | www.wirelessweek.com

The FCC has decided to extend its review of AT&T's $1.9 billion bid to buy Qualcomm's valuable 700 MHz spectrum from its defunct MediaFLO TV service to take account of the impact of this deal in the context of AT&T's proposed acquisition of T-Mobile USA. This sensible move may indicate that the arguments of opponents to this acquisition are having some effect.

Clearwire's LTE: An Alternative Or A Complement to LightSquared/Sprint's LTE?

August 4, 2011

Analysis of:clearwire set to introduce | www.telegeography.com

It is unclear whether Clearwire's LTE deployments will turn out to be mainly complementary or a basic alternative to the LTE deployments expected from and available to Sprint through  its hosting of LightSquared's LTE network. Given the uncertainties still associated with LightSquared, it would make sense for Sprint to have a backup plan.

China Mobile - Setting The Tone For AT&T?

August 4, 2011

Analysis of:Comments | www.chinadaily.com.cn

China Mobile's latest reductions in its international mobile roaming charges put AT&T to shame. Yet AT&T persists in arguing that it is able and presumably willing on behalf of its customers to negotiate reasonable bilateral international mobile roaming deals for U.S. residents.

AT&T's Own Data Contradict Its Claims

August 1, 2011

Analysis of:Phone-Call Cartography - NYTimes.com | www.nytimes.com

AT&T's insistence that wireless markets are local is one of the most egregious and outrageous of its assertions. It is even contradicted by its own data.

AT&T Has Been Ignoring Critical Questions About Its Transaction With T-Mobile

July 31, 2011

Part of AT&T's strategy to win approval for its merger with T-Mobile is to ignore questions and challenges to its assertions for which it has no answer or would struggle to find a credible one. Here are ten of them, not necessarily an exhaustive list.

Sprint Must Build A More Effective Coalition To Stop AT&T/T-Mobile

July 30, 2011

Sprint has done a good job in debunking AT&T's claims to justify its acquisition of T-Mobile about its allegedly unique shortage of spectrum as a source of its congestion problems. But it has failed to coordinate a wide range of other deal-killing arguments developed by potential allies whose collaboration it has spurned. Its lone wolf approach however convincing the personality of Dan Hesse risks letting AT&T's more powerful financial resources and lobbying expertise win the day.

Verizon's Success Is Helped By Dissatisfaction With The AT&T/T-Mobile Deal

July 29, 2011

Analysis of:Sprint Nextel’s dilemma | RCR Unplugged | unplugged.rcrwireless.com

In the first half of this year Verizon Wireless has attracted six net customer additions for every one attracted by AT&T Mobility. This performance confirms the idea that Verizon can only benefit during the review period for the AT&T/T-Mobile merger from U.S. customers' dislike of AT&T and concerns about the future of T-Mobile if it falls into the clutches of its larger competitor.

George Orwell, AT&T, And Newspeak About The Merger With T-Mobile

July 29, 2011

Analysis of:view (application/pdf Object) | fjallfoss.fcc.gov

The Association for Competitive Technology (ACT) claims to represent thousands of app developers, individuals and small businesses, many of whom have been frustrated in trying to deal with giant corporations.  Yet its submission to the FCC in support of the AT&T/T-Mobile merger is a striking example of the many statements by AT&T itself and its supporters that ignore (wilfully or otherwise) and/or often turn evidence and facts into the exact opposite of the truths they actually reveal. 

Sprint, Nextel, Clearwire, LightSquared - Two's Company, Four's A Mess

July 29, 2011

Analysis of:Sprint Posts Wider Loss, Reaches Network Deal With LightSquared | online.wsj.com

Sprint's now confirmed deal with LightSquared is revealing about the likely future of the rest of its network assets. Nevertheless its Network Vision to be revealed in more detail on October 7th 2011 may still raise more questions than provide convincing and comforting answers. 

If Ignorance Is Bliss AT&T Is Counting On Happy People For Support

July 28, 2011

Analysis of:states lend more support for at | www.fiercewireless.com

I hope that the 11 state attorneys general who have written to the FCC and the Department of Justice in support of the merger with T-Mobile are not as naive and trusting about what they are told in fulfilling their major legal responsibilities as they appear to be in this matter. Do they honestly believe that the merger and only the merger will lead to more jobs, more broadband coverage, and higher economic growth in their states just because AT&T says so? 

Net Neutrality Will Not Stop Operators From Discriminating Against OTT Players

July 27, 2011

Analysis of:To Cap Broadband, or Not - NYTimes.com | www.nytimes.com

Perhaps Net Neutrality rules will be established and enforced effectively. But even that will not eliminate ways for operators such as AT&T, Verizon, Comcast, Time Warner Cable and others to give anti-competitive preferential treatment to their services which compete directly with those of OTT (Over-The-Top) players such as Netflix.

Amazing Finding By AT&T: More Spectrum And Cell Sites Enable Greater Capacity

July 27, 2011

For once AT&T is telling a truth in its latest evidence to the FCC in favor of its merger with T-Mobile. Its and anyone's network capacity can be increased by exploiting more spectrum and adding more cell sites. But this finding ignores other less expensive paths to achieving better outcomes for everyone at lower cost and without harm to the US economy and competition, while offering no rebuttal to the many evidence-based deal-killing objections to the merger which have been documented.

A Shakespearean Perspective On AT&T's Transaction with T-Mobile

July 26, 2011

Like Hamlet's view of his own life we should be asking whether or not innovation will be killed because of recent events and trends in the U.S. telecommunications arena.

Silicon Valley and AT&T: Feeding The Hand That Will Bite It

July 26, 2011

The support for the AT&T/T-Mobile deal expressed by several high tech companies - some based in Silicon Valley - and venture capitalists reveals an astonishing ignorance of history and neglect of their own basic interests. Presumably it is motivated by selfish and shortsighted perceptions or promises of financial or competitive favors from AT&T.

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