There is a groundswell of public opinion that government intervention is going to increase the availability and decrease the price of broadband. Read this sentence again. See the problem?
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Lucent (LU) attracts some attention in today’s WSJ Article that highlights why it pays to be a big company with a big pension fund in a rising market environment. From the article…
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Two recent announcements of IPTV ‘networks’ in Japan present a possible model for the unbundling of content from traditional networks and the emergence of true IPTV. While the press and media here in the US are chattering about, and trying to predict whether Apple, Google, Microsoft, Tivo, Comcast etc. will enable this model - there is a #1 ISP in Japan that is actually doing it. Continue reading
Two things happened today. Ciena (CIEN) inked their contract with British Telecom for the BT’s 21CN project. And Marconi shareholders approved the sale of the company to Ericsson. Many readers know these two minor events have a bellwether common denominator - a willingness to meet the new price targets set by Chinese competition.
Just as Vietnam and Afghanistan were proxy wars for the 20th century superpowers, BT’s 21CN will be the first full-blown encounter between incumbent and Chinese research, customer service, accounting practices, and cost structures.
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