Alcatel-Lucent – Are Things Going to Improve for It?
May 22, 2010
Alcatel CEO sees telco spending boost | www.moneycontrol.com
I agree with Ben Verwaayen, there will be a spending boost in 2011.
Nokia – Running Scared? Who Should They Really Worry About?
May 15, 2010
Nokia once more reshuffles top execs | www.telecomasia.net
There is only one way to describe Nokia’s recent reshuffling of executives; running scared.
AT&T Mobility and The iPhone – The Tail Wagging the Dog
May 15, 2010
AT&T Looks Beyond the iPhone for Growth | online.wsj.com
Exclusive vendor relationships are good and bad. I think exclusive vendor relationships are generally (long term) bad for the carrier and the vendor. Exclusivity sounds exciting and great because there is always a short-term bump in perceived value but in the long-term, the value diminishes.
Net Neutrality and Usage-Based Pricing – Calling all Recording & Billing Experts
May 14, 2010
Net Neutrality: Not the End of the World | www.wirelessweek.com
It has been years since I have participated in any discussion regarding usage based pricing. Usage based pricing disappeared in the early to mid-1990s with the appearance of flat rate plans. However, with net neutrality on the horizon, the concerns regarding overall network capacity has reared its head.
FCC – Pushing The Limit? Has The FCC Gone Too Far?
May 12, 2010
FCC Web Rules Create Pushback | online.wsj.com
The judicial and legislative processes are interesting. The federal courts tell the FCC that it is overstepping its authority in how the agency enforces certain broadband rules. The FCC responds by ignoring the courts and looking for a loophole to create rules that will allow them to do what the courts said it is not allowed to do. I have stated that I did not expect the FCC to take the court’s decision lying down. I just find the entire process interesting. It has not reached the level of sausage making but it certainly is getting there.
Alcatel-Lucent – On the Selling Block? Verwaayen May Need To Consider It
May 11, 2010
Alcatel-Lucent's Net Loss Widens | online.wsj.com
Alcatel-Lucent has had a rough time in the global marketplace for the last few years. With China going full steam ahead, it is hard to see how Alcatel-Lucent will survive the next year or two without a miracle.
Sprint Nextel – Segmenting the Prepaid Market – Right or Wrong?
May 7, 2010
Sprint Nextel Adds Prepaid Cellphone Brand | online.wsj.com
Sprint Nextel is taking aggressive and proactive steps towards better defining the prepaid market; smart idea.
Sprint – Is Prepaid a Force in the Future? – Is Dan Hesse Correct?
May 6, 2010
Sprint: It's a prepaid world | connectedplanetonline.com
I am an advocate for prepaid services. The prepaid marketplace is not the refuge of the lower economic strata; the prepaid market is where customers go when they wish to have greater control over the fees they pay and services they use. In the 1990s, folks with poor credit ratings used prepaid; there was a stigma about prepaid.
Fairpoint Wants to Go Back on its Word – What is Fairpoint Facing?
May 5, 2010
FairPoint Wants to Renege on Terms of Verizon Merger | www.billingworld.com
What Fairpoint is asking for is not unreasonable from a creditor’s or equity holder’s perspective. In restructuring, the request is a “request for relief”.
Motorola – Recovering; Now Facing H-P/Palm – Trouble?
May 2, 2010
Sales Fall but Motorola Is Upbeat | online.wsj.com
I once said, Motorola needs time to turn itself around. The turnaround is occurring but now Motorola is facing stiff competition.
Sovereign and financial crises: Europe and the U.S.
January 18, 2012
How much longer can the Japanese Yen be a "haven currency"?
December 13, 2011
Not all bank tech vendors are equal
December 12, 2011
Eksportfinans downgrade surprises investors
December 5, 2011
Why wasn't Italy's situation spotted earlier? And what's next?
November 22, 2011