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Browsing Category
Technology
The unbundling of the handset subsidy and the coming mobile price war
Real quick here - I wrote you on Friday about T-Mobile USA's moves to unbundle handset subsidies and to reduce pricing. Apparently this is having an impact as all the major carriers have now reacted. Sprint has lowered its unlimited…
Negative free cash flow in Europe, slowing in China and the US, scandal in Spain, and telecom…
Daily Comments for 15 Jul 2013
The impact of T-Mobile’s new strategy on TMT
T-Mobile USA announced a plan to allow customers to upgrade mobile handsets every six months in the latest instalment in its Uncarrier strategy to brand itself as the customer-focused mobile telecom operator in the US. I believe the…
I like Microsoft’s new corporate strategy but execution is key
Microsoft announced a major strategic overhaul yesterday, shifting to a 'One Microsoft all the time' organizational structure. Now, all of Microsoft's business are in five main functional silos irrespective of platform. I applaud the move.…
The wastefulness of automation
What if automation means that what capitalists really want is a very small, highly skilled workforce to control the robots that do all the work? What if paying people enough to live on simply is not cost-effective compared to the running…
More on how the NSA scandal is negatively affecting the cloud
In the wake of the NSA spying scandal, I have been moving my data away from large US vendors and increasing my computer security. Both of these issues needed to be addressed but the NSA spying scandal has made them relevant for me - and I…
Mobile is driving merger mania and consolidation in the TMT space
Let's get back to technology for a day here. I have a slew of links in the TMT space and the overriding them is consolidation. Mobile is now king. And what technology, media and telecom companies are finding is that the mobile world often…