The weekend brought more disorder to the Middle East, particularly Libya, but while the initial turmoil there had knocked stock prices down a bit, the decline has not been alarming and it was reversed on Friday. Today futures and the European exchanges both suggest an up market again. Even cooler-than-expected growth in US consumer spending…
Image counts, in every way and at every level of purchase decision-making, and Huawei is one who knows that better than most. From the first, it’s been tarred with its association with China at multiple levels; first as a poster child for the “cheap Asian economics” story but also often behind the scenes as a…
It’s not uncommon to find a combination of good and bad news in the tech space, and we’ve got that today. For example, on the bad side, HP’s numbers. On the good, Juniper’s new QFabric. HP announced disappointing results, a contrast not only to Street expectations but to competitor Dell’s recent numbers. The problem, says…
Amazon has further complicated the already-complex world of streaming online video by announcing their own service, which is included in the free-shipping Prime membership. The service currently includes about 5,000 items (movies and TV). Obviously this isn’t good news for Netflix or even Apple, but it’s also a new step in the growing challenge faced…
Apple, already facing an anti-trust review or two, is now getting growing push-back from app providers over the subscription-sharing rule. Apple wants a cut of every subscription, meaning that they want apps that sell something to sell only through Apple’s store and not directly to the consumer. If dissent spreads here, it could be a…
Well, we’ve got the usual regulatory flap as we end this week, with the same players and the same issues. Republicans in Congress are looking for a way to derail the FCC’s neutrality order, and the strategies range from a disapproval vote (which only buys some time) to pulling funding for the measure (a cop-out…
Comcast’s numbers, which included broadband subscriber gains that far outstripped the estimates of analysts. Basic cable subscription losses were less than expected, but still there was a loss. The data suggests that the media blitz on “cord-cutting” was largely hype, which is what my model had showed. TV viewing is definitely undergoing changes, and some…
A couple of talks at MWC may be signs of important future trends in mobile and online. AT&T CEO Stephenson said that the difficulties in moving content between devices, was hampering mobile content opportunity. He also commented that AT&T believed that apps should run across devices, not be linked to a single gadget. While at…
As MWC unfolds, we’re starting to get a clearer picture of the thrust of the event and also some feedback from operators on their specific take-aways. The picture isn’t simple, but it’s interesting! Microsoft has said more about its Phone 7 plans, no doubt to take some pressure off new partner Nokia. The new software…
As Mobile World Congress opens this year, it’s already clear that we’re going to see a battle of relevance as much as one of technology. Network equipment vendors divide roughly into two groups; those who have wireless 4G assets and those who don’t. The former group has a direct link to wireless projects and investment,…