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SeekingAlpha Telecom Stocks (Free subscription) | yesterday
Tim Poulus submits: Benoit had an exciting experience of being in a telepresence conference. The equipment was put together by Cisco , probably the market leader. Interestingly, I got in touch with a competitor, back in October: Teliris . The company is privately held (Fidelity Investments holds a stake ), but its site is quite informative. Also, the CEO Marc Trachtenberg has a blog ("Before...
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SeekingAlpha Telecom Stocks (Free subscription) | yesterday
Tim Poulus submits: My son takes swimming lessons, and I discovered there is something distinctly fishy about it. It has all to do with perverse incentives: the teachers have no interest in making him go through the course in the shortest possible time. That would only endanger their jobs. No, this story will not lead to the GFC ( global financial crisis ), but to telecoms regulators. They...
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SeekingAlpha Telecom Stocks (Free subscription) | 11/28/2008
Tim Poulus submits: KPN's (KPN) FTTH proposal and Telstra's (TLSYY.PK)) NBN bid couldn't be further apart. It's open access thinking (driving utility rates and thus volumes) versus denying that telecoms are a volumes business (and charging as much as possible for the service). Of course, it's also FTTH versus FTTN. Let's hope the Australian contenders - Optus/Terria, Acacia (ACTG), Axia NetMedia...
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SeekingAlpha.com (Free subscription) | 11/24/2008
Tim Poulus submits: Conventional wisdom is: an incumbent building a NGN equals re-monopolisation; it therefore must offer open access to rivals. But if it has to offer open access, it has no way of earning a decent return on NGN investments. So much for conventional wisdom. Complete Story »
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SeekingAlpha.com (Free subscription) | 11/24/2008
Tim Poulus submits: Last week, KPN 's FTTH plans were leaked - possibly to test investor appetite for large-scale FTTH investments. Officially , they are testing demand and will decide 09 H2 to go either FTTH or FTTC. Whatever is the case, the coming week will be eventful. Not only does it have Australia's NBN deadline, OPTA (the Dutch NRA) will publish a proposal on rulemaking regarding FTTH...
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SeekingAlpha Telecom Stocks (Free subscription) | 11/24/2008
Tim Poulus submits: Last week, KPN 's FTTH plans were leaked - possibly to test investor appetite for large-scale FTTH investments. Officially , they are testing demand and will decide 09 H2 to go either FTTH or FTTC. Whatever is the case, the coming week will be eventful. Not only does it have Australia's NBN deadline, OPTA (the Dutch NRA) will publish a proposal on rulemaking regarding FTTH...
1Vote!
SeekingAlpha.com (Free subscription) | 11/21/2008
Tim Poulus submits: The word is out, but no big surprise for our readers : KPN (KPN) and privately held Reggefiber will build out FTTH nationwide in the Netherlands, spending EUR 6-7bn over five-seven years. Vincent Dekker gets the credits for digging in . KPN and Reggefiber are planning a joint venture Glashart (originally Reggefiber FttH), with KPN taking a 41% stake + option to a majority....
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SeekingAlpha.com (Free subscription) | 11/14/2008
Tim Poulus submits: How long has it been since a great new Web 2.0 service was launched - or bought for a crazy amount of money? Has innovation come to a grinding halt? Take a look at Twitter or LinkedIn; seem like the latets fads, but they have been around for quite some time (Twitter mid 2006 , LinkedIn launched May 2003 ). Complete Story »
