February 23, 2011 3:58 PM
Posted by: Tom Nolle
cable,
Comcast,
FCC,
OTT,
video streaming,
wireline broadbandIt is very clear that video streaming services are growing, partly in response to the tablet opportunity, and this creates special problems for broadband operators, most of whom...
February 21, 2011 4:11 PM
Posted by: Tom Nolle
Comcast,
FCC,
net neutrality,
settlement
February 18, 2011 3:05 PM
Posted by: Tom Nolle
AT&T,
FMC,
Mobile World Congress,
Verizon,
voice over LTE,
VoIP,
VoLTEIn the telco space, Mobile World Congress seemed to bring out support for VoLTE; both AT&T and Verizon indicated they’d be making the Big Move, though over a period of...
February 16, 2011 12:41 AM
Posted by: Tom Nolle
applications development,
AT&T,
Google,
mobile devices,
mobile services,
smartphones,
three-screen strategyA couple of talks at Mobile World Congress may be signs of important future trends in mobile and online. First AT&T CEO Stephenson said the difficulties in moving content between devices was hampering mobile content opportunity. He also commented that AT&T believed that apps should run...
February 14, 2011 4:11 PM
Posted by: Tom Nolle
Huawei,
iPhone,
smartphone,
tablets,
WiFi,
ZTEIt’s clear from Mobile World Congress that tablets are the pivotal product in the mobile space. All the financial analysts have estimated iPad growth will beat that of the iPhone. You can tell that everyone is frightened of an Apple market sweep by the fact that tablets are being rushed out for...
February 11, 2011 3:11 PM
Posted by: Tom Nolle
Alcatel-Lucent,
Cisco,
lightRadio,
service layerAlcatel-Lucent announced its earnings yesterday and the results were a sharp contrast with Cisco’s, sending Alcatel-Lucent’s stock up more than
February 10, 2011 2:50 PM
Posted by: Tom Nolle
Cisco,
financial results,
service layer platforms,
switchingCisco’s numbers were a big disappointment to investors, and they focused on two issues that are key for Cisco (and the market) at this point:
- Cisco’s gross margins were off, and that’s likely due to discounting forced on Cisco by the competition.
- Cisco suffered in the...
February 9, 2011 7:02 PM
Posted by: Tom Nolle
Alcatel-Lucent,
applications enablement,
cell technology,
lightRadio,
mobile broadband,
mobile devices,
tabletsCost matters. Nowhere is that more true than in telecom, and in mobile broadband in particular. Operators are trying to manage what’s clearly a decisive shift of their own revenue/profit potential from wireline to mobile, and to manage the cost of creating and sustaining customers with ARPU. One...
February 7, 2011 6:31 PM
Posted by: Tom Nolle
AOL,
Comcast,
Google,
NBC,
online content,
OTT,
portals,
YahooThere are some new indications that the momentum of the web is shifting more decisively toward content, but not in the simplistic “content is king” sense. What’s happening is a combination of fairly complicated and interrelated shifts, and these are gradually changing the way the online...
