Wednesday, December 5, 2007
Comcast Won't Bid for 700-MHz Spectrum
Some financial analysts and investors had been worried that Comcast would do so, further depressing its battered stock price.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
30,000 Orange iPhones Sold in Less than a Week
France Telecom's subsidiary mobile carrier Orange saysit has sold 30,000 Apple iPhones since they debuted in France less than a week ago. In addition, nearly half of the sales are resulting in new subscribers for the carrier. Orange has a year-end target of 100,000 unit sales.
Labels:
Apple,
France Telecom,
iPhone,
Orange
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
"Bulk Up or Sell" Key for Telcos, Media
The big global media and telecom companies face very similar business issues in some of their key lines of business. International calling rates are getting so competitive that only large players with scale will have the mass to make a go of it, says Stephan Beckert, Telegeography head of research.
Likewise, media comapnies such as like Vivendi, Time Warner and News Corp. are investing very heavily in gaming. In fact, some observers suspect that gaming will grow to be the biggest media business in time, and will and supplant older media to a significant degree. That is sort of the same position telephone companies find themselves facing with their core voice businesses.
Gaming is set to grow 40 percent in two years, many project. And bulk really confers advantages in game publishing, which has massive scale economics. A publisher that can guarantee over a million sales, with global distribution and quality marketing, has an immense advantage over a publisher that struggles to get to half a million sales.
Much the same sort of thing is happening in the U.S. competitive local exchange carrier industry as well, where scale has started to assume a key role as well. Basically, every executive has to decide whether to be a strategic seller or buyer.
Labels:
business VoIP,
CLEC,
consolidation,
gaming,
News Corp.,
Time Warner,
Vivendi
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Integrated Google Apps for iPhone
Google has launched a new iPhone application that ties together its various services, including search, Gmail, Calendar, Reader and Maps, into one interface. If you’re an iPhone user you can see the interface at Google.com.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
700-MHz Auction: EchoStar to Bid; DirecTV Won't
EchoStar Communications will bid for wireless spectrum in the Federal Communications Commission's auction of cho8ice 700-MHz spectrum on Jan. 24. DirecTV won't be bidding. Though the opening bids are set at $4.6 billion, the final price could range between $10 billion and $15 billion, some observers suggest, making an EchoStar win an unlikely event.
The fact that both at&t and EchoStar are bidding in the auction prohibits both of them from discussing a potential merger, so it isn't clear where the rumored at&t purchase of EchoStar might stand. The only thing that is certain is that any such talks must be on hold at the moment.
The fact that both at&t and EchoStar are bidding in the auction prohibits both of them from discussing a potential merger, so it isn't clear where the rumored at&t purchase of EchoStar might stand. The only thing that is certain is that any such talks must be on hold at the moment.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Tuesday, December 4, 2007
No Rate Deregulation in 6 Verizon Markets
The Federal Communications Commission had concluded that there is not sufficient competition in six Verizon markets to lift rules regulating special access pricing. Essentially, the FCC concluded that the level of competition in those markets did not approach the threshold set by market conditions in Omaha, Neb. at the point Qwest was allowed to deregulate its special access prices.
Labels:
deregulation,
FCC,
forbearance,
Verizon
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Verizon Will Support Android Devices
Verizon Wireless CEO Lowell McAdam says the company will allow Android phones on its network, which is scheduled to open up next year to outside applications and devices, according to Business Week. Of course, that's what one assumes Verizon Wireless meant when it said it would open its CDMA network to all devices compliant with technical standards it has yet to release. Still, it is good to get confirmation.
"We're planning on using Android," McAdam says. "Android is an enabler of what we do."
It remains to be seen how active developers may want to get for devices and software on a network that Verizon has declared is not its future, however. Presumably Verizon has figured out that apps and devices compliant on the CDMA network can be authored in such a way that the air interface is not a problem as its planned LTE fourth-generation network is put into service in several years.
And, of course, some note that Verizon retains the ability to reverse course on LTE and choose some other air interface, in any case. It should be an interesting couple of months, as Google and Verizon dance around each firms' strategy for the 700-MHz auction.
Labels:
700 MHz,
Android,
auction,
CDMA,
Google,
open networks,
Verizon Wireless
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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