Uncommon Wisdom:

April, 2009


April 30, 2009  1:10 PM

EU telecom profits and spending trends

Tom Nolle Tom Nolle Profile: Tom Nolle

France Telecom missed consensus but had decent results, particularly in contrast to Deutsche Telekom's miss earlier in the...

April 29, 2009  8:14 PM

DOJ opens Google publishing deal inquiry

Tom Nolle Tom Nolle Profile: Tom Nolle

The DoJ is opening an anti-trust inquiry into Google’s settlement with authors and book publishers, a deal whose execution was delayed by an...


April 28, 2009  4:59 PM

DOCSIS 3.0 pushes U.S. broadband speed wars

Tom Nolle Tom Nolle Profile: Tom Nolle

Cablevision is planning to launch a 101/15 Mbps DOCSIS 3.0 broadband service, which would be the fastest available in the U.S., at a price of $99 per month. The service will launch in NYC suburbs,...


April 27, 2009  4:07 PM

Envisioning a new Internet architecture

Tom Nolle Tom Nolle Profile: Tom Nolle

The Pouzin Society is a new group being created to rethink the notion of a global online network; “the Internet.” The early material suggests that the body is already thinking of concepts that seem to elevate the Internet from a transport/connection...


April 27, 2009  12:53 PM

WiFi use validates WiMAX for “migratory users”?

Tom Nolle Tom Nolle Profile: Tom Nolle

AT&T has reported an enormous surge in WiFi hotspot use, triple the normal amount, in the first quarter 2009. The increase, in our view, is an indication that “migratory"...


April 23, 2009  2:13 PM

Lack of monetization strategy hangs over telcos/vendors

Tom Nolle Tom Nolle Profile: Tom Nolle

Huawei’s quarter put it on track as a big gainer in the ranks of major equipment vendors, with fourth place in the bag and second place within its grasp if it can meet its targets. As we said in our Huawei...


April 22, 2009  2:14 PM

Mobile DTV goes to Washington: And the effect on streaming?

Tom Nolle Tom Nolle Profile: Tom Nolle

The Open Mobile TV Coalition will be testing mobile DTV in the Washington DC area by the end of 2009. Mobile DTV is a significant development for broadcasters because...


April 21, 2009  11:22 AM

VMware virtual infrastructure sparks vendor positioning flurry

Tom Nolle Tom Nolle Profile: Tom Nolle

The next version of VMware’s Virtual Infrastructure, named vSphere 4.0, was announced with a flurry of high-level endorsements from Cisco, Dell, Intel and EMC.

The...


April 20, 2009  5:42 PM

Online viewing: New study points to the issues

Tom Nolle Tom Nolle Profile: Tom Nolle

A new piece of university research shows that TV still has the largest eyeball share by far, and in every demographic group. Online video accounts for only a half-percent of viewing time overall, in fact. Computer video...


April 16, 2009  6:17 PM

New wireless Advisor Planners’ Briefing available

Tom Nolle Tom Nolle Profile: Tom Nolle

We've released a new TMT Advisor Planners' Briefing on Telco Wireless Directions. This has already been sent to registered TMT Advisor Planners' Briefing recipients. You can get a copy by sending an email to

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