April 2010
14 posts
HP / Palm Acquisition Takeaways
A lot has been already written about this subject, but here are my own quick insights.
Impacts of this deal:
For HP: Palm & WebOS strengthen HP’s positioning in the long run, strong patent portfolio (1650 patents), operator relationships (e.g. 85+ carriers globally including Verizon, Sprint, etc.). and differentiation in the mobile devices market (HP will offer web-OS powered...
First Managed Network Operations Deal in Canada
Mobilicity announced yesterday it was awarding Ericsson a 5-year managed network operations contract. This is the first time in Canada in which a service provider outsources the handling its day-to-day network operations. Ericsson signed a similar deal with Sprint Nextel last year (valued between $4.5 and $5 billion over 7 years). Here are a couple of insights on this deal from the...
#Datacenter Metrics - Is 70 Data Center...
Interesting piece by John Furrier on application performance metrics for data centers:
#Datacenter #Metrics - Is 70 Data Center Performance Metrics Enough?
He does bring up a valid point about the labor costs going up with the increased complexity of more sophisticated technologies to provide these different performance yardsticks…
Android Overtakes iPhone Web Traffic in the US
AdMob has released its latest monthly update (for March 2010) and TechCruch uncovered one of the gems in that report, namely that Android advertising traffic has surpassed iPhone traffic in the U.S. for the month of March (46% for Android versus 39% for the iPhone)
Needed Right Now: A Baseline for Cloud Security... →
Trust certification is definitely going to be a catalyst for further adoption of cloud services.
CenturyLink / Qwest Deal Rationale
Nobody was that surprised to hear last week’s announcement on the acquisition of Qwest by CenturyLink (in in a tax-free, stock-for-stock transaction in which CTL shareholders will own 50.5% of the combined company and Qwest shareholders are expected to own 49.5%). Considering cost synergies (including CAPEX) of roughly $625 million, the price tag for Qwest was just under 4x its 2010...
Ciena Picked as One of AT&T's Domain Suppliers
Last week, Ciena was picked by AT&T as one of its domain suppliers for optical and transport equipment (the other one being Fujitsu). Looks like the Nortel MEN acquisition is already paying off as Ciena leveraged Nortel’s 100-Gig transport technology wanted by AT&T. In the process, Ciena beat out NSN.
World's Most Stunning Data Centers
Pretty cool photos on a post from Hack n Mod from data centers belonging to companies such as Microsoft and TeliaSonera (Telia’s data center shown above).
Softbank Considering Various 4G Alternatives
This TelecomAsia story talks about how Softbank in Japan is considering various alternatives for the 4G spectrum it got from Willcom (failing PHS operator) in the 2.5 GHz band including TD-LTE. Other operators considering TD-LTE include Indian operators and China Mobile.
Unemployment Rate (U6 versus U3)
From Shadow Government Statistics another reality check on the economy with some really somber unemployment data: U-6 unemployment rate hitting the 16% mark. U-6 is the Bureau of Labor Statistics’ (BLS) broadest unemployment measure, including short-term discouraged and other marginally-attached workers as well as those forced to work part-time because they cannot find full-time employment.
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Economy & Its Impacts...
This week, both AT&T and Verizon posted disappointing numbers and then I came across this post by Abner Germanow that references a Gallup pool suggesting 1 in 5 Americans fear losing their jobs within the next year.
Sentiment is always a tricky thing to forecast - particularly because it oscillates sometimes even from one week to the next one. But with the SEC pushing ahead with its case...
Mitel Networks' Opening Day at the NASDAQ
Mitel Networks had a turbulent day on its debut on the NASDAQ (trading under the stock symbol MITL). And today (Friday) the stock went down nearly another 2%. I’ve been asked by a few folks, including the Financial Post tech reporter Jamie Sturgeon whether the timing for the IPO was right. Given the improvement in the macro picture, the fact that all indicators are pointing to a recovery...
