Uncommon Wisdom:

February, 2008

February 29, 2008  2:19 PM

Cablevision reduces capex, ups FiOS competition

Tom Nolle Tom Nolle Profile: Tom Nolle

Cablevision reported better numbers, best of the major cable TV providers, and a sharp reduction in capex. Capex as a percent of revenues has dropped from over 16% (about what the US RBOCs spend) through 13% to slightly more than 11%. All of this suggests that the firm is taking a price-war model...

February 28, 2008  2:10 PM

Nortel’s Carrier Ethernet perception confused

Tom Nolle Tom Nolle Profile: Tom Nolle

Nortel, whose performance in the last quarter was significantly below expectations, is pinning a lot of its hopes on grabbing a major share of the Carrier Ethernet market. A major barrier to Nortel’s goals is a lack of company perception on just what that market is, arising out of the same kind...

February 26, 2008  1:23 PM

FCC chairman advocates spelling out P2P policies

Tom Nolle Tom Nolle Profile: Tom Nolle

Comcast and its opponents faced off at an FCC hearing, but little of substance was brought into the open. The positions remain largely as filed in the various briefs; Comcast says that network management is essential for overall service quality and net neutralists say that any constraints will be...

February 25, 2008  11:47 PM

Juniper separates router control plane processing

Tom Nolle Tom Nolle Profile: Tom Nolle

Juniper today announced a significant shift in the traditional architecture of routers, one that allows an external server (the JCS 1200) to provide control plane processing for forwarding-plane networks created on Juniper's line of routers. Traditional router architecture has used either an...

February 22, 2008  2:30 PM

Google video ad trials – the clueless approach

Tom Nolle Tom Nolle Profile: Tom Nolle

Google has launched a trial of its controversial banner-add-on-video strategy, and we believe the step shows the extent to which the online content ad process is detuned from market reality. The approach has continually been shown to be offensive to viewers of video, far more so than the...

February 21, 2008  3:18 PM

T-Mobile takes VoIP/wireless integration step

Tom Nolle Tom Nolle Profile: Tom Nolle

T-Mobile has announced it will be offering a limited trial of an unlimited VoIP calling service to broadband customers of any sort for $10 per month plus the cost of the equipment ($50). The new service may be a step toward integration of home voice services and wireless voice using dual-mode...

February 19, 2008  3:31 PM

Verizon goes on the offensive on upload speeds

Tom Nolle Tom Nolle Profile: Tom Nolle

Verizon has finally awakened to one of the major weak points in cable broadband services delivered and taken steps to exploit it. A FiOS ad talks about the fact that FiOS delivers not only fast downloads, it delivers uploads 25 times faster than cable, and upload speed was the big problem with...

February 15, 2008  2:20 PM

Google’s withdrawal from spectrum auction: What it means

Tom Nolle Tom Nolle Profile: Tom Nolle

Google’s wireless position is half-correctly characterized by Business Week.  Yes, it withdrew from the auction for the C block open spectrum (by all the rumors—it’s not official yet, but NO, it didn’t achieve its strategic objectives either. Google underlined a major...

February 13, 2008  8:48 PM

Telecoms focus in on business model transformation

Tom Nolle Tom Nolle Profile: Tom Nolle

An IBM study of telecommunications predicts that operators will be less focused on simple revenue growth or cost reduction and more on business model transformation in the coming five years. This harmonizes with our own survey, if one considers that “business model transformation” means...

February 12, 2008  2:39 PM

Proposed deals verify mobile angst

Tom Nolle Tom Nolle Profile: Tom Nolle

Regarding the Alcatel-Lucent/NEC deal and the rumored Motorola-Nortel deal, these developments are symptoms of the angst in the mobile infrastructure market, the slowing of investment in infrastructure that is accompanying a lack of convincing growth in ARPU, and concerns about regulatory shifts...

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