Increasingly, Session Initiation Protocol (SIP) is the common denominator interconnecting diverse communication devices and networks. Like it or love it, the rapid adoption of SIP makes it impossible to ignore. Read More »
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Daniel Berninger
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Given that the average talking Hallmark greeting card probably consumes more than a single MIPS and the $600 PC used by a typical 16-year-old to post videos on Facebook sports an Intel Core Duo chip capable of 27,000 MIPS, the tracking of MIPS no longer generates… Read More »
Aside from price, the traditional telecom model remains largely unchanged, even with the introduction of VoIP, and a lack of innovation has kept miscommunication a part of our daily lives. The infocom sector needs to move beyond cheap telephone calls. Read More »
Consider the recently unveiled “any app, any device” initiative by Verizon Wireless in the context of the company’s latest quarterly results. The wireless unit of Verizon (VZ) reported year-over-year subscriber growth of 12 percent, but a mere 5 percent rise in voice revenues.… Read More »
If Google’s bid for 700Mhz spectrum materializes in January, it will bring the trillion-dollar infotech and telecom industries into direct competition for the first time in 50 years. The industries were separated at birth in 1956 by a consent decree that banned AT&T (T) from… Read More »
The media educator John Culkin remarked: “We don’t know who discovered water, but we’re certain it wasn’t a fish.” The observation summarizes why I recently pitched Jeff Pulver on relaunching FWD, the VoIP operator formerly known as Free World Dialup. (Disclosure: I am helping… Read More »
Verizon’s lawsuit against Vonage is the VoIP version of showdown at Ok Corral! The weary entrepreneurs have gone from fighting the regulatory morass to fighting the patent morass. The ability of Verizon et al to play the dimensions of uncertainty associated with patents makes one… Read More »
More Must Reads
The remarkably uniform pessimism regarding Vonage’s prospects, reflected in the share price, would lead you to believe that Vonage is on the death bed, gasping its last breath. The $58 million potential payout to Verizon has the gravediggers out in full force. The B-word… Read More »
The saying goes that elephants are afraid of mice. Actually that is not true. It is elephant keepers who like to kill mice because they carry disease that can bring down the mighty beast. The story is also true of the telecom industry, where mice aka… Read More »
Never mind net neutrality, I want my privacy. As in packet privacy. The telcos say they need to sell non-neutral routing of traffic to recover the cost of building broadband networks. Moving from the Internet, where a packet-is-a-packet, to something that looks suspiciously like… Read More »
The rich bonuses Ed Whitacre and Duane Ackerman take into their imminent retirements make them the only sure winners of the compromises required to close AT&T’s acquisition of BellSouth on Dec. 29, 2006. The M&A euphoria lifting AT&T’s stock in 2006 does not diminish the threat… Read More »
GigaOM readers in a poll earlier this month have spoken – Vonage stock is a sucker’s bet and is headed down. The stock market seems to agree. The odds are against the company. Daniel Berninger, senior analyst with Tier 1 Research thinks otherwise, and… Read More »
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