TC2's David Rohde on Telecom

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The onrushing issue of Ethernet access

Posted on by David Rohde

Let’s play a word association game. If I say “Ethernet access,” what’s the first thing that comes to mind? “10 megabits per second”? I can understand that answer. It’s what I would have said up until recently. As of now, … Continue reading


Wireless and wireline come together at AT&T, so be prepared

Posted on by David Rohde

Carrier executives come and go, and sometimes they just play musical chairs. Still, a shift yesterday in AT&T’s top ranks portends more than the usual seat-shifting. Ralph de la Vega, formerly AT&T Mobility’s CEO, is getting a brand new position … Continue reading


New Sprint CEO walks tall but faces a very new sort of challenge

Posted on by David Rohde

Marcelo Claure, Sprint’s new CEO, is an impressive guy. He started cell-phone recycler and distributor Brightstar Corp. in 1997, built it to $10 billion in revenues, and sold most of it last year to SoftBank for $1.26 billion. He owns … Continue reading


Regulators say no to Sprint’s merger dreams, and Sprint says bye to Hesse

Posted on by David Rohde

The deal was never announced, so it doesn’t have to be formally withdrawn. But Sprint has decided to end its long-obvious pursuit of an acquisition of T-Mobile US. The key problem from beginning to end: U.S. regulators would turn the … Continue reading


What to think when another bidder says they want to buy T-Mobile

Posted on by David Rohde

Yesterday a company you’ve probably never heard of said they want to buy T-Mobile. Is this a bidding war against Sprint and SoftBank, a ruse to get Sprint and SoftBank to formally announce their bid, or simply a publicity stunt? … Continue reading


Deal or no deal? Sprint/T-Mobile waits until September

Posted on by David Rohde

If there’s going to be a merger between Sprint and T-Mobile, it looks like it’s not going to be announced next month. Maybe everybody should mark their calendars for Tuesday, September 2. That’s the day after the U.S. Labor Day … Continue reading


Enterprise or “enterprise”? Level 3, TWT, and the fight to build a strong competitor

Posted on by David Rohde

Will Level 3’s acquisition of TW Telecom be a roaring success or just another problem-riddled merger? You can see some of the tension in a comment thread at Telecom Ramblings that I helped kick off. Some folks emphasize the clear fit … Continue reading


You don’t want ASLAs – “Almost SLAs” – in your SIP Trunking deal

Posted on by David Rohde

Major technology changeovers come with one great thing and one lousy thing in addition to the prospective cost savings. The great thing is the natural ability to competitively bid since you’re starting fresh with a new service that neither your … Continue reading