Technology, Media & Telecom News by GLG Council Members

1.      Nobody at AT&T appears to be sure where its wireline CAPEX is going to come in. 2.      AT&T is apparently struggling to figure out what is the best solution or even solutions for delivering cable services. 3.      A real problem is if the carrier is going to continue to deliver U-verse services, it has...

1.      Originally, Verizon was intending to slow down on FiOS around the 18- million point. 2.      However, given the level of success the carrier has achieved, its apparent intention is to push out even further.   3.     Indications are that Verizon is attempting to amintain spending for FiOS in 2009.

1.      By a process of elimination, Ericsson would be the most likely vendor to buy Ciena. 2.      Ericsson has lots of cash and it wants to make further inroads into the US optical market.   3.      Historically, the vendor has not been a favorite among any of the RBOCs.  

The successful entrance of a large foreign mobile operator into Indian mobile market today is the controversy, not Telenor nor Unitech.

MaxRoam using VoIP technology, VoIP peering agreements, and DID purchasing has drastically lowered the price of voice calls and data surfing from a mobile phone while roaming internationally but where they have truly innovated is in the introduction of a virtual Mobile Virtual Network Operator (MVNO).

Though AT&T large domestic customer base is reaping financial rewards during these difficult months/years of the financial crisis, in Europe the opposite effect is happening.

The FCC’s (Federal Communications Commission’s) recent decision will be hailed by some investor groups as creating new opportunities for the rural markets.  Some telecom professionals will hail this decision as a disaster waiting to happen. Some telecom professionals will hail this decision as a commercial opportunity.

AT&T’s acquisitions of Centennial and Wayport shows the economics of buying and upgrading mobile users compared to competing in the U.S. saturated market for another carrier’s subscribers. 

This article glosses over the distinctions between a real desire to reduce a corporations carbon footprint and their ability to sell cost-saving initiatives to customers under an "environmentally-friendly" banner.

The inevitable happened.  Regulators killed the Yahoo-Google agreement before it started        1) There is not enough distribution for interactive ads and Google did not see this as meaningful incremental traffic to waste the time and energy fighting the DOJ      2) Display advertising has sunk to a new low of ~0.35% click...