Comments on: It’s the Wireless, Stupid

By: James

James — Thu, 28 Sep 2006 18:10:43 +0000

I expect UMA solutions to generate strong demand over the next several years. However, I don’t yet understand how launches of these solutions involving dynamic switching between networks (e.g. micro/macro network solutions such as BT Fusion, T-MO UMA, etc.) can be supported long term. I’d expect some richer partner/outsource solutions to be developed since existing wireless carrier support models are not geared up for such complex solutions. Has anyone heard the name “geek squad” mentioned?

By: What’s Going On in Optical at Nyquist Capital

What’s Going On in Optical at Nyquist Capital — Wed, 13 Sep 2006 22:13:34 +0000

[...] Carriers – The real estate boom is over, but the dark fiber real estate boom is underway. The consolidation in this business is finally underway and will result in improved margins for all. Dark Fiber in the ground is undervalued and future operators of that fiber will extract better margins. Abovenet (ABVT.PK) is our favorite. Companies with high-replacement cost fiber in metro areas are best positioned. Long Haul fiber is less attractive. The Bellcos have all the opportunity to dominate the next century but have not exhibited a will to adopt revolutionary business models. Either they will be the next airline industy, undercut by a telecom Southwest, or evolve into massive cash-flow organizations with huge infrastructure competitive advantages, like Big Oil. The sequel to Syriana might be about the big Bellcos. Too early to tell but they look good to me in the short term and we’ve been long telco and short cable (yes, ouch). Cable was created by Telecoms failure to act. They evolved (Cable Modems). They rebelled (VoIP). And they have a plan. [...]

By: Arthur Salzer

Arthur Salzer — Fri, 01 Sep 2006 16:17:51 +0000

This may be true for US cablecos, but there is a Canadian cableco called Rogers that ALSO has a very impressive wireless division. Is this company followed in the US?