So the Rural Telcos told the FCC: Reject Comcast-Time Warner Cable Merger: "The proposed $69.8 billion combination would create a mammoth entity with unprecedented market power that would stymie facilities-based video competition throughout the … [Continue reading]
Innovation isn’t About Replacement
In an article about the over-valuation of Uber, was this tidbit: "In 1980, McKinsey & Company was commissioned by AT&T (whose Bell Labs had invented cellular telephony) to forecast cell phone penetration in the U.S. by 2000. The consultant's … [Continue reading]
A Brief Look at Big Data
The term Big Data makes me laugh because we live in the information age where we collect a ton of data. People may be pack rats and hoarders IRL (in real life), but digitally we are far worse. We live in a time when photo albums of weddings, … [Continue reading]
What If Cable Didn’t Sell TV?
"Leichtman Research Group (LRG) says the largest U.S. cable TV operators now have more high speed access customers than they do video customers, according to Bruce Leichtman, LRG president and principal analyst." [telecompetitor] In a conversation … [Continue reading]
A Quick Look at Telco Revenues
A short take on telco revenues including Earthlink, Windstream, Frontier, Verizon and AT&T. Is it the price revenue squeeze on telecom? Or is it the revenue dip associated with cloud services that have a lower ARPU than TDM ARPU? "Windstream … [Continue reading]
