Category Archive for "TMT"

Home »

Quick Thoughts: AT&T Whiffs, Apple Strikes Back

    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. 

Read More

The Future of the Internet: The Four Horsemen of the Consumer Cloud, or is it Five?

  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,

Read More

Quick Thoughts: Corporate DNA or Changing a Leopard’s Spots

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

Read More

Quick Thoughts: Dispatches from Steve Job’s “Thermonuclear War”

  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

Read More

Quick Thoughts: Verizon Goes Shopping

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

Read More

TMT in 3Q11: Temporary Flight to Value But New Paradigm Growth Apparent

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

Read More

Quick Thoughts: Naughty or Nice?

    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,

Read More

The Open Source Software Threat – Wait, It Gets Worse!

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

Read More

Quick Thoughts: Yes, Comcast, There is a Threat From Wireless Broadband

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

Read More

Quick Thoughts: Cable Myopia

  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

Read More
test