I’ve been watching the Occupy Wall Street protests like everyone else, and like many at least I’ve noted that they are long in interest and short in details. There’s a tendency for the media to attribute this to superficiality; hey these people have no agenda they’re just troublemakers. I think it’s more than that. People…
Netflix has abandoned its plan to separate the streaming and DVD businesses, something that shareholders and the Street (not to mention customers) are sure to be happy with. I’m not sure that this was as bad an idea as it seemed, though. The problem with all the streaming players, as I’ve noted in prior blogs,…
There are signs that the networking industry is doing a bit more weaving and bobbing as it looks for a position that sustains revenue and profit growth. One big item is the story that Sony is going to buy Ericsson out of their long-standing handset partnership. The deal here, so the story goes, is that…
There’s no way that any blogger in technology could not, today, offer a tribute to the greatest innovator that the technology industry has ever known. Steve Jobs was a true giant in a world of pretenders, a man who understood the technology and buyer sides of the coin when others simply flipped it. His genius…
Apple’s iPhone 5 proved to be media hype; the company actually released only the also-rumored iPhone 4S. While Apple fans were quick to get behind the more limited announcement, Wall Street took Apple’s shares down in disappointment over the failure of the company to do something revolutionary. The 4S looks exactly like an iPhone 4,…
Europe continues to move toward a more radical telecom regulatory posture, with EU Commissioner Neelie Kroes proposing that the unbundled copper rates for operators who fail to develop credible FTTH plans be reduced. The goal is to provide an incentive to move beyond the basic copper infrastructure, and making copper less profitable would seem a…
Apple is expected to launch it’s iPhone5 this week, and like all Apple events this one is generating more than its share of speculation. It’s like a red carpet event for the Apple aficionados, but rather than focus on that I’d prefer to look at the industry implications of what’s rumored to be happening. First,…
One of the recurring claims in the modern world of networking is that broadband and the Internet create jobs, improve overall health, education, etc. The latest manifestation of that focuses on FTTH, and it was a recurring theme at BBWF. The question is important because broadband in many areas depends on public-policy subsidization, and without…
One of the recurring claims in the modern world of networking is that broadband and the Internet create jobs, improve overall health, education, etc. The latest manifestation of that focuses on FTTH, and it was a recurring theme at BBWF. The question is important because broadband in many areas depends on public-policy subsidization, and without…
Sometimes, often in fact, really important events go unrecognized when they happen but loom large in retrospect. I think we have one this week, and it’s Huawei’s U2Net vision. Yes, to an extent, this is a marketecture, but it’s a marketecture from a company that is first a skyrocket in terms of strategic influence and…