IPTV - The RBOCs' Video Play
(EMAILWIRE.COM, December 01, 2004 ) CEDAR KNOLLS, NJ - IPTV represents the RBOCs' most ambitious plans yet for network upgrades and service rollouts. With voice revenues in decline - and with VoIP - likely to continue to decline for years to come, the telcos are looking for a sustainable service agenda. "IPTV...more
New Spectrum Initiative: Motient & BCE
(EMAILWIRE.COM, November 23, 2004 ) CEDAR KNOLLS, NJ -- Recent actions by the FCC have created, potentially, a competitor to the current cellular and PCS operators, based around the area of MSS - mobile satellite services. "The FCC petition starts out simply claiming that mobile satellite...more
FCC VoIP Decision and SBC Goes After VoIP Providers
(EMAILWIRE.COM, November 19, 2004 ) CEDAR KNOLLS, NJ - The FCC recently issued an order that pre-empts the Minnesota Public Utility Commission's regulation of Vonage and its VoIP service. The FCC clearly stated that federal interests pre-empt state interests in the Vonage case. "The FCC order...more
Asia/Pacific Rim Telecom Revenues Estimated at up to $357B in 2004
(EMAILWIRE.COM, November 18, 2004 ) CEDAR KNOLLS, NJ -- Total Asia/Pacific Rim telecom revenues are expected to reach about $357B in 2004, with a compound annual growth rate of 5.2% resulting in revenues of approximately $459B during 2007, according to a new report from Probe Group LLC. "Telecom...more
DISH and DirecTV vs. Cable
(EMAILWIRE.COM, November 18, 2004 ) CEDAR KNOLLS, NJ -- The cable operators are engaged in a two-front war with the telcos and with the satellite industry. Satellite providers - DISH and DirecTV - have been adding subscribers rapidly while cable's core product, basic cable TV, is declining. "The...more
Bush and Telecom
(EMAILWIRE.COM, November 15, 2004 ) CEDAR KNOLLS, NJ, November 15, 2004 President Bush's re-election will allow him and his team to focus on several key issues facing the telecom industry, with the most important one being the upcoming spectrum auctions for 3G and underutilized UHF channels. "Huge...more
THE McCAW/INTEL DEAL
(EMAILWIRE.COM, October 29, 2004 ) CEDAR KNOLLS, NJ -- Intel has announced an investment in Craig McCaw's Clearwire Holdings for the purpose of promoting WiMax broadband wireless technology. "The significance of this investment lies not in the dollar amount but in who made it and where it was...more
Wireless Spectrum - Outlook on Major Future Releases
(EMAILWIRE.COM, October 29, 2004 ) CEDAR KNOLLS, NJ -- Wireless spectrum has underpinned the major gains in value in telecommunications in the past decade. "The FCC has been mired in some tedious proceedings," said Victor Schnee president of Probe Financial Associates, "but they are...more
European Telecom Revenues Estimated At Up To $360b in 2004
(EMAILWIRE.COM, October 28, 2004 ) CEDAR KNOLLS, NJ - European telecom revenues are expected to be up to $360B in 2004, with a compound annual growth rate of 3.6% producing total revenues of approximately $430B by 2007, according to a new report from Probe Group. "Europe's telecom environment...more
Write-offs at MCI, AT&T: Positioning for Sale or VoIP? Will the RBOCs Follow Suit?
(EMAILWIRE.COM, October 27, 2004 ) CEDAR KNOLLS, NJ -- AT&T and MCI have announced billions in network equipment asset write downs. The relentless push to IP networking has made obsolete much of the older TDM asset base of these carriers. Whether these write-offs will help position either of these...more
The Triple Play: The Italian Job
(EMAILWIRE.COM, October 26, 2004 ) CEDAR KNOLLS, NJ - The service paradigm that telcos globally are preparing for is the "triple play" - voice, Internet and video services over a single platform. The success of any telco in the triple play depends very much on the competitive and network...more
VoIP Enters the Mainstream
(EMAILWIRE.COM, October 20, 2004 ) CEDAR KNOLLS, NJ - VoIP is moving from early-adopter to mass acceptance despite still small numbers of users. Increased competition from cable operators and major telcos brings additional features, better pricing and a sense of legitimacy to the market. "VoIP...more
AT&T Comes to The Brink: What Are Its Options?
(EMAILWIRE.COM, September 30, 2004 ) CEDAR KNOLLS, NJ - AT&T has announced further reductions in staff and its stock has fallen dramatically in 2004, almost 27%. The investment community has lost faith in AT&T's ability to grow in light of adverse regulatory rulings and the collapse of its...more
Digital Advertising: Will It Work For Cable?
(EMAILWIRE.COM, September 27, 2004 ) CEDAR KNOLLS, NJ - Visible World is an innovative start-up that may change the way TV advertising is produced and targeted. Visible World is backed by VCs, ad agencies and, significantly, Comcast, the cable giant, and Leucadia, an investment group that has proposed...more
MCI is now on the Block: Assessing Possible Buyers
(EMAILWIRE.COM, September 22, 2004 ) CEDAR KNOLLS, NJ - MCI has formally placed itself in play by retaining investment bankers to advise the company on selling it. MCI is in such a weakened condition that this step signals a surrender. "MCI was weakened severely under the Ebbers' regime and...more
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