telecom capex

What’s up, what’s down: Oracle pushes into cloud CRM, hardware investments languish

Some things are up, some are down, I guess.  That seems to be true with regard to tech signals this morning, anyway.  Oracle is buying RightNow, a CRM cloud player, and the Street is...

Service provider capex takes off in second half 09

Service providers are planning to increase their capital spending in the second half of the year, according to a number of financial industry and media sources. The exact percentage of increase and the way it will be distributed among vendors hasn’t been reported.

But our current data...

Tier 2 and 3 carriers spend in 2nd quarters

Tier 2 and 3 providers apparently spent more in 2Q than expected, according to a UBS survey. We noted that this class of provider generally did their strategic review earlier this spring than the Tier One carriers did. Tier 2 and 3 companies also tend to have less administrative inertia in...

Carrier handset antitrust review threatens LTE capex

The Department of Justice (DoJ)is apparently opening an inquiry into competitive practices in the telecom industry, a move that’s been tried before but failed because of turf objections from the FCC and its congressional...