TC2's David Rohde on Telecom

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News and Analysis From the Enterprise User Viewpoint

Monthly Archives: August 2011

Justice Department takes a sledgehammer to AT&T/T-Mobile merger

Posted on by David Rohde

So AT&T can’t really control events after all. Today the Justice Department filed suit to block the AT&T/T-Mobile merger. The government’s action doesn’t necessarily kill the deal – AT&T can, and for the moment says it will, fight the lawsuit. … Continue reading


AT&T loves SIP trunking, just not enough to let you easily buy it yet

Posted on by David Rohde

Ever since the emergence of SIP trunking, there’s been concern that AT&T and Verizon would not approach it seriously because of their legacy base of local telco revenue. But that generalized concern about the two big integrated carriers has always … Continue reading


Messaging mess makes AT&T/T-Mobile deal risky, regardless of outcome

Posted on by David Rohde

Mergers and acquisitions can be a very conservative growth strategy for big companies. Sure, some companies have nearly destroyed themselves by overpaying for direct competitors or rivals in related industries. But for a company like AT&T that has a healthy … Continue reading


Google’s Motorola acquisition pushes it toward the heart of telecom

Posted on by David Rohde

One thing you have to say about the big telecom carriers: They’re in it for themselves, and unlike other technology vendors, they don’t pretend otherwise. Sure, there’s a weird sort of “partnership” in the idea of, say, AT&T providing the … Continue reading


Local telco cash flow pushes another player to the fore

Posted on by David Rohde

Well, that didn’t take long! We understand that the Qwest name is about to be relegated to the history books. CenturyLink, the once-obscure consolidator of local telcos in non-RBOC areas, is about to put its brand name on all its … Continue reading


Sprint’s big deal with LightSquared plays out in the shadow of AT&T/T-Mobile

Posted on by David Rohde

Last week Sprint finally announced its deal with 4G LTE national start-up LightSquared, constituting Sprint’s entry into LTE, if not necessarily its exit from WiMax. For context, I think it’s telling what JP Morgan said to investors in a note … Continue reading