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Verizon Wireless (VZ) is going to start slowing data speeds to the heaviest wireless data users. I have been warning about this for years. It’s the price we may all have to start paying as the spectrum shortage really starts to impact the marketplace. So what is the real problem…
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We’ve watched Aereo challenge the traditional television model. However now that the Supreme Court struck down their business model, many think this newcomer will simply fade away. I don’t. I think Aereo will surprise us once again with a new business model and continue to compete. Just wait. You’ll see.…
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One of the more interesting stories this year is about the transformation the Sprint (S) wireless network is going through. After Softbank acquired part of Sprint last summer they started pouring in billions of dollars ripping out the old network and installing brand new gear. So what is the status…
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The idea of a small upstart called Aereo challenging the traditional television and broadcast model was struck down by the Supreme Court. However broadcasters and traditional cable TV companies shouldn’t think the battle is over. In fact the battle has just begun, and is already raging. The customer is now…
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In market trading immediately following the Supreme Court decision’s 6-3 ruling against upstart video-streaming platform Aereo, broadcast companies big and small had a banner day. While the ruling by the country’s highest court does not spell the death of illicit video-on-demand platforms, it did allow the old guard to breathe…
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The next merger, acquisition and consolidation wave looks like it is beginning once again in telephone, television and wireless. The industry and its different segments will all grow and change once again. This is the next step toward moving to a national scale. If you pull the camera back you…
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The next wave of mergers and acquisitions is trying to begin once again. First Comcast (CMCSA) and Time Warner Cable. Now it sounds like AT&T (T) and DirecTV may join the party. So will these mergers be approved and what does this next wave mean to the investor and consumer?…
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For Americans, it’s insane to try to imagine living in a place where essentials like water, electricity, and roads are privatized. Though there are certainly places in the world where such a situation has or does exist, we’ve become so accustomed to assuming that we have a right to these…
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Vonage (VG) is one of the older VoIP companies that entered the scene more than a decade ago. At the time we didn’t know whether or not they would become a long lasting option. Now a decade later they are bigger than ever on the consumer side and making aggressive…
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Growth companies are always the place to be. However it depends where they are on the growth wave. Companies ride the wave up, then it crests, then it falls. Every company is somewhere on the growth wave. The only question is, are they on the way up, or the way…
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Masayoshi Son was not on anyone’s radar a year ago, but he is punching his way onto the US wireless map these days. He is the new Chairman of wireless carrier Sprint (S) . Son was on CNBC the morning of March 11 talking with reporter David Faber, and had…
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Though things have been relatively quiet as of late on the international telecom front, the world’s biggest telecom players have certainly not quit jockeying for position. One of the world’s largest emerging markets, Brazil, continues to be a point of major interest for telecoms, and a source of considerably intense…
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