When the AT&T/T-Mobile deal was first announced on March 20th, it seemed improbable that the deal would be allowed by either the DoJ or the FCC, both of which had the power to stop it, without significant concessions.
The web is a dominant force in daily life for consumers, defining new social memes for communicating, shopping, organizing, working, learning, and being entertained as it absorbs value from the industries surrounding it. Trillions of dollars, in device purchases,
Gary Hamel and C.K. Prahalad, “The Core Competence of the Corporation” Harvard Business Review, May-June, 1990 Historically, the study of organizational behavior has gotten very little respect. First year MBA students use the class for surreptitiously reading casework from other
The Android Patent War: An Apple trade claim could bar imports of its competitors – December 5, 2011, The Wall Street Journal December is a busy month in the patent wars. On Friday, a U.S. District Court in California denied
While AT&T twists in the wind in its quixotic press to gain approval for its acquisition of T-Mobile USA, Verizon has sprung a deal of its own, announcing agreement to buy roughly 20MHz of spectrum with a nearly national footprint
TMT in 3Q11: Temporary Flight to Value But New Paradigm Growth Apparent 3Q11 was a wild ride for TMT investors that ultimately rewarded a focus on enterprise IT, with particularly strong performance from low-multiple, old paradigm leaders that are unlikely
http://www.zdnet.com/blog/btl/black-friday-cyber-monday-euphoria-clicks-cannibalize-bricks/64275 Black Friday passes the baton to Cyber Monday, as the assembled pundits parsed the tea leaves from the estimated 16% YoY rise in spending, including a 26% jump on-line. Most analysts were unambiguously impressed by this performance,
The direct threat of open source software (OSS) to the flagship products of the major commercial software vendors is accelerating with the growing maturity of the open source movement, even as the impending move to the cloud opens another broad
In my recent post about the “over the top” threat to cable, I wrote briefly about the potential for 4G wireless networks to compete directly with cable modem service for fixed residential broadband customers. For cable industry executives, wireless broadband
Peter Kafka “Big Cable Loses More Subscribers, Still Says It Isn’t Seeing Cord-Cutting” All Things D Cable companies try to explain away TV subscriber losses, but even if cord cutting is just a trickle today, the deluge may be
