Google Did Not Make Out Badly With Motorola Mobility Buy

Maybe it was not a slam dunk. But neither was it a huge mistake. I don't know whether Google will keep tax loss carry forwards or not. But if Google managed to do so, the simple financials will be even better than they appear.

We'll find out when the next quarterly earnings report is released. 

Rationality is a Virtue When Discussing Communications Policy

So is civility, even when people disagree about communications policy in fundamental ways. 

Tata Communications Selling to Vodafone?

Tata Communications reportedly is in talks with Vodafone about a deal that would have Vodafone buying all of Tata Communications, though talks are said to be at a preliminary stage.

Vodafone had been expected to go on a buying spree after selling its stake in Verizon Wireless to Verizon Communications, and the rumored Tata Communications deal is the first evidence that Vodafone is moving.

Tata Communications is the number one global international wholesale voice operator and number one provider of international long distance, enterprise data and Internet services in India, earning about $3 billion annually.

Apple' Sales Volume Drops In Two Biggest Markets

Lots of people are waiting for Apple's next launch of new products, or are finding other alternatives, it appears.



Apple revenue from its two biggest segments -- Europe and the Americas -- have begun to contract, Fortune reports.



In the first quarter of 2014, Apple's combined Asian sales were $17.4 billion, more than Europe ($13 billion) and closing in on the Americas ($20 billion).

2008 was Inflection Point for Mobile Broadband

Global mobile connections will grow from 6.5 billion connections in 2013 to nine billion in 2018, according to researchers at iGR. And that probably is not the most-significant change likely to happen between 2013 and 2018.

Instead, the big change is the overwhelming role mobile will have in bringing Internet access to end users. As recently as 2008, broadband Internet access remained a primarily fixed network service.

Oddly enough, 2008 also was the year mobile broadband subscriptions reached an inflection point.

Business Segment Drives Time Warner Cable Growth

Despite continuing challenges in its consumer segment, namely net customer losses, Time Warner Cable managed to grow full-year 2013 revenue 3.4 percent year over year.



Business customer revenues grew 21.6 percent, while consumer high speed Internet access revenues grew 14.4 percent. 



Fourth-quarter 2013 average monthly revenue per residential customer relationship (ARPU) grew 2.2 percent to $106.03, the highest rate of growth since the first quarter of 2012, Time Warner Cable says.



Residential high-speed data ARPU increased 12.4 percent to $46.21. Time Warner Cable says it  now offers residential high-speed data speeds of 100 Mbps in several cities and regions, including Los Angeles, Kansas City and Hawaii. 



Residential wideband high-speed data subscribers (which includes the 30, 50, 75 and 100 Mbps tiers) more than doubled year over year to 910,000 subscribers. 



But consider that Time Warner Cable has 11.08 million total residential high speed Internet access customers, meaning that just eight percent of Time Warner Cable customers actually buy a tier of service at 30 Mbps or higher. 



It isn't that the higher speeds are unavailable; just that consumers apparently do not see the value-price relationship of the faster tiers as providing good value, at the moment. 



And that is a key point: whether high speed Internet access services are available for purchase is one issue. Whether people actually buy those services is a separate issue. One might argue that only eight percent of Time Warner Cable customers buy 30 Mbps, 50 Mbps, 75 Mbps or 100 Mbps service because it is not provided. That largely is untrue.



What is true is that people are choosing to buy service at lower speeds. That means Time Warner Cable has a demand issue, not a supply issue, even if some would say Time Warner Cable has lagged in investment that would boost speeds higher. 



Some might argue investment is not the immediate issue. Instead, consumer demand is too low. That is a far-different sort of problem than lack of supply.

Telecom Industry is Backwards Looking: Government Makes it So

Mobile networks have experienced four complete transitions of network technology in a few decades, doing so about once every 10 years.



The fixed network has been through a couple of network eras, without completely revamping the whole platform.



Looking at switching, it moved from simple crossbar switches to analog electronic switches to digital switches. In access technology, it has begun to move from copper wires to optical fiber. 



The biggest single transition, though, is the move from time division multiplexing to Internet Protocol, a subject the Federal Communications Commission will address at its Jan. 30, 2014 meeting, taking up an AT&T request to run trials related to the transition from TDM to IP.



Many of the issues are largely "social" rather than "technical" in nature, relating to how universal service and consumer protections are maintained. Emergency calling and preservation of competition likewise will have to be addressed, though none of those issues is fundamentally a technology issue.



It is fair enough to criticize large telcos for not moving fast enough. Sometimes they can't help it. The government makes them move slow.