The FCC has released some comments on the Order it will be presenting on net neutrality in its December 21st meeting (if it doesn’t postpone or change the agenda again!) and the position is disappointing. At a high level, what the FCC proposes is to state again its original principles of neutrality and apply only transparency…
The EU has opened an anti-trust inquiry into Google, not the first time the search giant has been in trouble with the EU but perhaps potentially the most serious inquiry yet. Google’s market share in search and its potential for abusing that position have always been a concern, and in the EU you have to…
With Cyber Monday turning in good numbers, it’s ironic that we’re also seeing more stress cracks in the business model of the Internet in its broadest sense. The popular hope that somehow things will just get better and cheaper forever is colliding with hard economic reality within the ecosystem of the Internet as players work…
The holiday season opened a bit stronger than last year, with retail stores reporting higher traffic and somewhat better sales and online retailers reporting sharply improved results. It’s too early to say how this will translate into seasonal gains because shopping behavior (like a lot of consumer behavior) has been altered by the downturn and…
No, they’re not related, but both are providing some news this short work week here in the US! HP’s numbers seem to illustrate a point I’ve been making about the IT spending plans of enterprises. Storage was their big product star, gaining about 25% where other product areas gained less than 10% in sales. The…
The seemingly never-ending Eurozone sovereign debt and bank stability issue moved a step closer to resolution, and at the same time a step further away. That’s been the history of this issue from the first, and it continues to cause concern for the global economy. Ireland, in the most trouble after Greece, accepted IMF and…
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This week was marked by the usual combination of good fundamentals and hype and hysteria in the media and markets. The Irish debt crisis, which is objectively solved at this point, has been the source of rumors that have whipsawed stocks and created a new set of reasons for individuals to avoid the markets. But…
Juniper added to its content portfolio today, acquiring the intellectual property of a video delivery firm called Blackwave. This is a smaller deal by recent Juniper standards, but it’s potentially critically important. Network operators are getting more sophisticated and demanding in their content plans, moving just from optimizing traffic to demanding reasonable monetization strategies. Anyone…
An interesting bit of research from the ad industry opens some potential issues for the future of video advertising online. The data shows that pre-roll ads for video do quite well, and in fact exceed the expectations of the advertisers in terms of performance. In fact, research says that people today will generally watch a…