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…
Well, Amazon finally announced its tablet. The event itself might have offered some clues because Apple would have done this in the Superdome and Amazon had something that looked more like a high-school auditorium. Bezos set the tone for the launch with a long praise-fest for the Kindle and the ebook and e-ink concept. Then…
We’re on the eve of Amazon’s tablet, and rather than speculate now in advance of the announcement, I’ll wait until tomorrow to talk about the device and how it might impact the tablet space. What I propose to do today is chat about the tablet space at a higher level, and in particular about the…
We’ve been seeing some interesting developments in the media space, though they’ve been a bit overshadowed in a news sense by more dramatic technology announcements. Media and media-related consumer behavior is important because it’s the driver of many new business models (too many, I think) and also because it’s the major driver of change in…
Well, Meg Whitman now has the responsibility for making the right move at HP, and frankly I’m not encouraged by some of her early comments. The only thing that seems to be on the table, of all the changes that brought down Leo Apokether’s reign there, is the fate of the PC business. That may…
Oracle and Adobe both announced their earnings after the bell yesterday, and both companies were being closely watched as possible indicators of the overall health of the tech sector in what’s pretty obviously at least an economic hiccup on the way to recovery. Both the companies reported quarters that included upside surprises, sending both stocks…