TC2's David Rohde on Telecom

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Warren Buffett buys $2 billion worth of your Fear, Uncertainty and Doubt

Posted on by David Rohde

Warren Buffett always says that value investors have to be patient and not try to make a killing all at once. Well, he’s not going to make an immediate killing with the latest investment by his Berkshire Hathaway – $1.93 … Continue reading

Is CenturyLink adrift? It’s time for the third big incumbent to step up

Posted on by David Rohde

If Level 3 is the enterprise provider with big momentum whose local sales teams sometimes get ahead of their prospective customers or don’t fully understand the deal environment, then CenturyLink is the legacy industry provider that sometimes seems to be … Continue reading

Account teams and Level 3’s candidacy for major-carrier status

Posted on by David Rohde

If you didn’t know our industry, you might think the obsession with carrier account teams was irrational. Why should enterprises be excessively concerned with whether their local sales executives have the influence within their organizations to get market-based deals done … Continue reading

Verizon says there isn’t any deal on wireline as industry rumblings continue

Posted on by David Rohde

Well that much is settled. Verizon isn’t going to sell out your wide area network for a song. CFO Francis J. Shammo (you’ll see him referred to in the media as Fran) told a New York investment conference yesterday that … Continue reading

What’s a Verizon “asset”? Wall Street would love to play you for a mega-deal

Posted on by David Rohde

I’d rather you hear this from me than your CIO or SVP. So at the risk of amplifying an incomplete and potentially misleading report, yes, a major news outlet reported late last week that Verizon is considering selling its enterprise … Continue reading

Level 3 model will work if they don’t get sidetracked by the wrong advice

Posted on by David Rohde

If carriers were ranked by their executives’ performance on quarterly earnings conference calls, Level 3 would be at the top of the heap. Uniquely among carrier CEOs, Level 3’s Jeff Storey goes back a long way in the true enterprise … Continue reading

The Comcast sweepstakes and the future of enterprise competition

Posted on by David Rohde

The recent entry of Comcast into what it confidently believes will be core national enterprise competition with AT&T and Verizon occasions three additional thoughts about where the market is going. All of them relate to whether Comcast – a facilities-based … Continue reading

Comcast wants to respond to your entire demand set. Here’s what else they need to do

Posted on by David Rohde

From the beginning of this decade it has seemed that cable companies want to “sort of” serve the enterprise market – at their own convenience rather than yours. Enterprises know this from what are sometimes annoying individual sales pitches to … Continue reading