Uncommon Wisdom:

telecom capex


October 24, 2011  2:46 PM

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

Posted by: Tom Nolle
AT&T, cloud CRM, Cloud Services, Oracle, Oracle Public Cloud, RightNow, SaaS, telecom capex, Verizon

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...

August 27, 2009  11:37 AM

Service provider capex takes off in second half 09

Posted by: Tom Nolle
edge networks, Metro Area Networks, telecom capex, wireless networks

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...

July 17, 2009  12:00 PM

Tier 2 and 3 carriers spend in 2nd quarters

Posted by: Tom Nolle
telecom capex, telecom spending

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...

July 7, 2009  12:03 PM

Carrier handset antitrust review threatens LTE capex

Posted by: Tom Nolle
FCC, handsets, iPhone, LTE, telecom capex, wireless

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...


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