Comments on: Good Times (Almost) Back in Telecom http://gigaom.com/2006/04/04/good-times-almost-back-in-telecom/ Tracking the Internet Evolution Sun, 07 Sep 2008 05:23:39 +0000 http://wordpress.org/?v=MU hourly 1 By: TechMBA http://gigaom.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46699 TechMBA Fri, 07 Apr 2006 16:46:55 +0000 http://gigaom.wordpress.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46699 <p>Having worked for Lucent before, I am surprised that these M&A activities haven't happened earlier!</p> <p>http://techmba.blog.asu.edu</p> Having worked for Lucent before, I am surprised that these M&A activities haven’t happened earlier!

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]]> By: Andrew Schmitt http://gigaom.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46698 Andrew Schmitt Thu, 06 Apr 2006 01:50:22 +0000 http://gigaom.wordpress.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46698 <p>Please God, just one more bubble. We won't screw it up this time.</p> Please God, just one more bubble. We won’t screw it up this time.

]]> By: Jesse Kopelman http://gigaom.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46697 Jesse Kopelman Wed, 05 Apr 2006 16:53:34 +0000 http://gigaom.wordpress.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46697 <p>Moo, cablecos in the US still have subscriber caps placed on them by the FCC. Comcast is already very close to the limit, otherwise they'd be buying, I'm sure. This is why you didn't see anyone trying to swallow Adelphia in one bite. If all these new video franchising rules happen, I'd think you'd see cablecos pushing to raise or be rid of the subscriber caps, as competing Bells will have much larger footprints. On the other hand, the current redlining style strategy of Bells rolling out video does not make this a very urgent issue.</p> Moo, cablecos in the US still have subscriber caps placed on them by the FCC. Comcast is already very close to the limit, otherwise they’d be buying, I’m sure. This is why you didn’t see anyone trying to swallow Adelphia in one bite. If all these new video franchising rules happen, I’d think you’d see cablecos pushing to raise or be rid of the subscriber caps, as competing Bells will have much larger footprints. On the other hand, the current redlining style strategy of Bells rolling out video does not make this a very urgent issue.

]]> By: Michael Eisenberg http://gigaom.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46696 Michael Eisenberg Wed, 05 Apr 2006 11:30:57 +0000 http://gigaom.wordpress.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46696 <p>Interestingly, Israel is a world leader in PON. Both Passave and Broadlight are based in Israel. Look for a lot more innovation from Israel on this front.</p> Interestingly, Israel is a world leader in PON. Both Passave and Broadlight are based in Israel. Look for a lot more innovation from Israel on this front.

]]> By: moo http://gigaom.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46695 moo Wed, 05 Apr 2006 10:54:47 +0000 http://gigaom.wordpress.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46695 <p>What I am really interested in knowing whether all this consolidation in the telecom space would have an effect on the cablecos. They must be under pressure to do something similar too.</p> What I am really interested in knowing whether all this consolidation in the telecom space would have an effect on the cablecos. They must be under pressure to do something similar too.

]]> By: Britney http://gigaom.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46694 Britney Wed, 05 Apr 2006 10:15:46 +0000 http://gigaom.wordpress.com/2006/04/04/good-times-almost-back-in-telecom/#comment-46694 <p>Well you can be sure the next industry to follow will be the oil companies buying the automobile makers Exxon alone made an extra 10 billion in profits last quater. Since the near market crash after 911 the onyl major money makers are companies that strive in the war time like telecommunnications oil defense contracts etc etc .. Sad really a world sooned to be owned by a small few the one percenters we call them!</p> Well you can be sure the next industry to follow will be the oil companies buying the automobile makers Exxon alone made an extra 10 billion in profits last quater. Since the near market crash after 911 the onyl major money makers are companies that strive in the war time like telecommunnications oil defense contracts etc etc .. Sad really a world sooned to be owned by a small few the one percenters we call them!

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