TC2's David Rohde on Telecom
Monthly Archives: August 2011
Justice Department takes a sledgehammer to AT&T/T-Mobile merger
August 31, 2011
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
August 31, 2011
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
August 29, 2011
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
August 18, 2011
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
August 15, 2011
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
August 5, 2011
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
- Apparently feeling left out, Verizon adds an Administrative Expense Fee
- Data pooling plans gain momentum as data usage accelerates
- Softbank’s fight with Dish for Sprint runs far afield from the enterprise
- Getting a grasp on your telecom inventory – is it possible?
- Declining account support and the rise of the vendor “Program Management Office”
- Machine-to-machine: A whole new wireless pricing ballgame
- Transformation projects require their own timeline and approach
- CenturyLink cuts shareholder dividend as necessary transition accelerates
- Data sharing plans already add usage … and devices
- Nextel subscriber run-off hits hard as Sprint struggles to remake itself