The time has come for Cisco to make a huge play in the home.” – John Chambers, Jan 2009
Users want quality and they want it now. Today, the Internet experience is clearly completely different from 10 years – accesssing the Net over dial-up access was a trying experience, waiting for even the graphics on a [...]
Posts Tagged as ‘AT&T’
March 20, 2009
Cisco attempting to make Internet video work right – Putting the Pure Digital acquisition in context.
March 17, 2009
Ericsson demos a new fixed line broadband technology called “Vectorized VDSL” – What does this have to do with 4G wireless?
Ericsson is on a bit of a roll these days and is north of $9 after dropping below $7 in January. Clearly, an important element of Ericsson’s resurgence is its solid positioning in 3G and 4G wireless - the announcement of an important role as an equipment provider in Verizon’s 4G LTE network is definitely [...]
March 12, 2009
Google Voice launching today – Impact on the carriers and on the enterprise
There’s a lot of chatter today about the new Google Voice service, and while the impact on the consumer space is interesting, the bigger impact for Google’s new voice service might be felt most in the enterprise space.
To sum up, Google purchased a company called GrandCentral back in 2007, and it was thought that Google [...]
March 5, 2009
Clearwire’s prospects and why WiMAX might be the Blu-ray of the wireless world
Clearwire is expected to reveal its deployment plans today after the market close, and it’s a good time to look at Clearwire’s prospects in the market. The news of Clearwire investors getting additional shares as a result of the stock dipping below $3 hasn’t been good for the stock, and it’s down more than 11% [...]
March 3, 2009
A pricing war is emerging amongst mobile operators – A good thing for smartphone makers
Just over a year ago, the mobile carrier world was in flux, with all of the major carriers launching $99 unlimited voice plans. This was an important moment in time, and signalled that a paradigm shift was coming – from landline phone calling to wireless mobile phones. As expected, consumers have abondoned their landlines, especially [...]
January 26, 2009
Why wireless carriers are looking at wireless access points in the home
The femtocell market has suddenly heated up, with major U.S. cell phone service providers looking to put access points in each consumer’s home. Generally speaking, cell phone users receive signal from high-powered base stations or “cell towers”, but the advent of widespread 3G service means that users are transferring more data than ever before over [...]
January 15, 2009
What course will Obama’s new FCC head Julian Genachowski chart amidst a choppy Telecom landscape?
Major news sources are reporting that President Elect Obama has selected his choice to become the new FCC commissioner, and it’s Julian Genachoswski, an ex-Harvard law classmate and chief counsel to Clinton’s FCC chairman, Reed Hundt. With Kevin Martin, the outgoing FCC head, certainly no friend no the cable industry by launching probes into Comcast’s [...]
January 9, 2009
The big threat to Clearwire’s WiMAX wireless plans isn’t LTE…
Telecom stocks haven’t had a good day, losing around 3 points amidst near-term fears of deteriorating cell phone usage in 2009 in an uncertain macro economy. Over the longer term, we would expect better performance from stocks exposed technologies which will win out in the battle for next-generation wireless, and as China readies to move [...]
November 5, 2008
The FCC opens up white spaces for wireless broadband. A big deal? You bet.
After hearing arguments on both sides of the issue, the FCC has announced that it will allow the use of unused white spaces (the gaps between over-the-air digital TV broadcasts) to be used for wireless broadband data use, particularly in rural areas in the 700MHz band. The National Association of Broadcasters (NAB) had opposed the [...]
September 29, 2008
Sprint’s Xohm venture launching WiMAX wireless services in Baltimore for Sprint
Consumers will get a first glance at Sprint-Nextel’s big bet on next-generation wireless services today in Baltimore, as the service is opened up the general public. And for the time being, this new wireless venture remains a service offering of Sprint, as its divestiture of its WiMAX interests into Clearwire are still being reviewed by [...]
