Latest Commentary

Google's only rule: Keep moving

Google looks all set to sell, or at least brand, a mobile phone, and all I can think is that this happened a lot sooner than I thought it would. For a while, the writing on the wall has suggested

Unwrapping the top telecom M&As of 2009

It would seem that with the ongoing credit crisis taking place that telecom M&A activity would have been dead or nonexistent in 2009, but nothing could be further from the truth. In today's

Alcatel-Lucent muscles its way to the routing edge

It was interesting to see a recent Dell'Oro report (Routers Report 3Q09) that illustrated that Alcatel-Lucent is gaining market share in the edge router market. Typically, the edge routing market

Telecom status update: Cautiously optimistic

To a corporate executive, there can't be two more comforting words in the English language than "cautiously optimistic." If things turn out well, you get to have retroactive dibs on foresight, and if

Cable gets its wireless backhaul groove on

As I finally wrap up my special report on the top ten wireless backhaul wholesalers (you can read Part 1 today and then Part 2 on Thursday), I can't help but think about the cable industry's drive

Windstream fulfilling dealmaker dreams

Rural telco consolidation has been a pet topic of Wall Street for about a decade, when the largest telcos were first looking at off-loading their least-lucrative access lines in smaller markets.

Video: Cable's SMB churn reducer

It's safe to say that cable operators--who've been building up a strong cadre of services including everything from their traditional DOCSIS-based data, voice and Ethernet services--have been

Hunting for telecom turkeys

Just a few days before my wife and I pack up the kids to go to Grandma's house (okay, my mother-in-law lives down the street) to stuff our faces with turkey, stuffing and pondering why the Detroit

Google and the wages of coopetition

"Coopetition," that funny word that seemed to explode into popular usage during the last 15 years or so, may be the first word that comes to mind as the traditional telecom industry hears that Google

TelcoTV: Rise above the generic

The sun may have been absent during last week's TelcoTV show in Orlando, Fla., but one of the resonant trends that I saw in my relatively two short days at the show was the drive to differentiate. As