Archive for November, 2003

Forget FTTH, it is DSL all the way

Om Malik | Wednesday, November 12, 2003 | 4:11 PM PT | 0 comments

Light Reading has a very accurate assessment of the Baby Bells’ broadband plans and the role DSL is going to play as they develop strategies of survival. Continue »

Shattered Glass is Ghetto ÏFabulistÓ

Om Malik | Wednesday, November 12, 2003 | 11:11 AM PT | 3 comments

This past weekend, I had a chance to see the much talked about movie about Stephen Glass Scandal, Shattered Glass. It was interesting to watch the Hollywood versions of the events, which transpired at Forbes Digital, where I worked at the time the story broke. There were few things, which did not seem right while watching the movie, which is very well directed, and mostly accurate. (Watch the trailer at Apple.com and read this excellent article in Slate. Continue »

Will Skype be a telecom deflator?

Om Malik | Wednesday, November 12, 2003 | 11:11 AM PT | 1 comment

There has been a lot of buzz around Skype, a peer-to-peer voice client that comes the courtsey of Kazaa gang. Almost 1.6 million beta copies have been downloaded. Who knows if it is a viable business model, but one thing is quite clear - it will act as a major deflationary force on the voice revenues for established telecom companies. Or at least that is the view of Allan Tumolillo, Chief Operating Officer, Probe Financial Associates. Alan is an old telecom watcher and one of the more sober people in the business of teleco-gazing. “Voice is the primary revenue generator of the entire telecom industry,” he says. “Subscribers are migrating to mobile, cable, and niche carriers.” P2P service has the potential to further drain the landline voice market. Young users already accustomed to instant messaging are a natural audience for P2P telephony, Skype integrates IM in its offering. Landline carriers need a market response to Skype and others starting down the P2P path, and they need one soon. Continue »

Making News, and some minor updates

Om Malik | Wednesday, November 12, 2003 | 11:11 AM PT | 0 comments

Just added a link to my recent Business 2.0 column on Ma Bell and Cingular merger talks. You can download the PDF file here. Elsewhere, my essay, Dawn of The Micro-Pubs got dashed, and created quite a buzz and has resulted in some nice publicity for this website. Here is a link to an article on the Micro-Pubs at Journalism.Co.UK. In addition, I added a review of Shattered Glass and a little something about what really happend. Here is the review which has been linked by Gawker and that means that every 10 seconds some is coming over to read the review. Thanks G! Continue »

For Ma Bell, Being Single May Not Be So Bad

Om Malik | Wednesday, November 12, 2003 | 11:11 AM PT | 1 comment

Business 2.0 : The talks with BellSouth have collapsed again. That might actually be good news for AT&T. (click here to read the article Continue »

F.C.C. Backs Phone Number Portability

Om Malik | Wednesday, November 12, 2003 | 8:11 AM PT | 0 comments

A classic round-up report in the New York Times on the impact of wireline to wireless number portability. I think it is a must read to get a complete over view of the recent developments. Continue »

US Cellular dithers on LNP

Om Malik | Wednesday, November 12, 2003 | 7:11 AM PT | 0 comments

US Cellular in a press release claims that it is behind LNP in concept, as it gives the consumer more choices, but still the company laments that moving numbers from wireline to wireless is not as easy as the FCC is making it sound.  Continue »

Push-to-talk goes GSM

Om Malik | Wednesday, November 12, 2003 | 7:11 AM PT | 0 comments

Nokia will release its first Push To Talk handset in second quarter of 2004. The Nokia 5140 will offer other features beyond PTT including a camera, compass, and flashlight. Quick Takeaway: Continue »

Ipoddery good for Toshiba

Om Malik | Tuesday, November 11, 2003 | 11:11 AM PT | 0 comments

The growing popularity of IPOD, which has lead to a new social phenom I prefer to call IPoddery has proved to be a boon for Toshiba which is the king of tiny hard drives. Toshiba has sold three million 1.8-inch HDDs. Right now the top capacity is 40 gigabytes, but expect 60 and 80 gigabyte hard drives next year, according to sources close to the company. Does that mean we shall see the ever bigger IPODs next year? I hope so because right now I have a miserable 200 megabytes left on my barely six month old 15 GB model. Continue »

Vonage is everywhere?

Om Malik | Tuesday, November 11, 2003 | 9:11 AM PT | 0 comments

Okay I lied a little bit. I mean Vonage is everywhere in the media, and that is not bad for a company with less than CFO on Kudlow & Cramer, and this morning it is top of the news on TheStreet.com. Which is not surprising that it is Cramer who is screaming, “Vonage could destroy Land Line telecos.” Sure and people can read Cramer’s column and become millionaires. Continue »

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