Uncommon Wisdom:



April 30, 2009  1:10 PM

EU telecom profits and spending trends

Posted by: Tom Nolle
capex, Deutsche Telekom, EU, France Telecom, recession, Regulations

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

April 16, 2009  6:14 PM

EU telecom spending: Cost-cutting & pricing tiers on the table

Posted by: Tom Nolle
equipment vendors, EU telecom, recession, service layer, tiered pricing

The ITU has released information on the EU telecom markets that shows many of the largest countries are lagging smaller ones in their telecom infrastructure, and other reports show that there was more cost-cutting (meaning pushing back of projects) in March. Our information shows that EU telecoms...

January 19, 2009  5:36 PM

IT to return to cheap-cost focus — forever?

Posted by: Tom Nolle
IT spending, recession, SOA

The Economist has recently published a story on the impact of the recession on tech, and while we don’t fully agree with the conclusions there are some very important points made. The most significant is that buyer behavior in IT spending is not automatically going to...


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