telecom

The New Cold War I am going to have to get my hands on the new Pettis-Klein book that has come out recently. Here's how Yale University Press touts "Trade Wars are Class Wars": A provocative look at how today’s trade conflicts are caused by…

China just torpedoed a major global deal between two non-Chinese chipmakers. It is a signal of China's market power. Some thoughts below

The threat of technology is most acute in the TMT spaces because these are pure information industries where the Internet upends incumbent business models. So it is interesting to see how well the sector is doing during earnings season. In…

A new study just released by eMarketer projects that US cable companies will 33 million customers this year, up from a loss of 24.9 million a year ago.

Today, rather than write to a single theme, I am going to highlight a number of stories that I have seen over the past few days that I think are important. Spain. Bad debts in Spain are now declining ever so slightly. The latest data for…

I have developed a great respect for T-Mobile as a wild card in the mobile space. Their actions as the smallest of the 4 major US mobile carriers are having implications both in terms of telecom pricing and revenue models and in terms of…

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…

Daily Comments for 15 Jul 2013

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…

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…