Greetings from Little Rock, Tampa, Atlanta and Dallas (the picture is of a local BBQ joint in Little Rock that I highly recommend). This was a relatively light news week in the telecom news world, with newsworthy items including the announcement of a new Comcast/...
We'll talk more about it in the week's Sunday Brief, but the first quarter was very good to the wireless and cable providers. Not as good to the remaining wireline telcos, thanks to the dividend cut and corresponding stock price hit that CenturyLink took in February....
What’s unique about NBCU is that it allows a former cable executive (Steve Burke) to ask questions about content delivery that his peers at TWE and Viacom do not have the experience and insight to posit. In turn, it allows the cable business an opportunity to test the limits of content delivery and, through that process, deliver a substantially improved (and better connected) content experience (e.g., “The Voice” at 18ms latency to your Wi-Fi device).
For computer users: sunday brief 4 nov For mobile phone users: sunday brief 4 nov - The Donut is Under Assault
For computer users: The Sunday Brief 5 Aug 2012 For mobile phone users: The Sunday Brief 5 Aug 2012 Who Gets the Gold in This Week_s Earnings Reports (and other earnings thoughts)
For computer users: The Sunday Brief 29 July 2012 For mobile phone users: The Sunday Brief 29 July 2012 What's Behind This Week's Strong Earnings Reports
For computer users: The Sunday Brief 27 May 2012 For mobile phone users: The Sunday Brief 27 May 2012 Where is Cable Headed