Monday, November 12, 2007

Dawn of a New Era

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Well at least for me, as today I’m joining the Telco 2.0 team over at STLpartners . STLpartners share my appetite for dissecting industry bu...
Tuesday, November 06, 2007

Geo sells same network to both Carphone and Tiscali.

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It looks as if both Tiscali and Carphone Warehouse have bought an identical dark fibre backbone for the UK from Geo. Obviously, when lit th...
Monday, November 05, 2007

BSkyB – Bulking Up

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The sheer scale of BSkyB’s investment in broadband barely ever gets a mention, but I reckon it is currently around £720m. This is broken do...
Monday, October 29, 2007

BT Regulated Accounts for 2006/7: Scary Stuff

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The results are finally published and hidden amongst the 126 pages are some potential time bombs for non-BT UK investors. First, it is beco...
Friday, October 26, 2007

Gobi Chipset: Raising the Temperature

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Qualcomm yesterday announced a new chipset, the MDM1000 (aka Gobi) which combines broadband modem technology (supporting both EV-DO Rev. A ...
Thursday, October 25, 2007

iPhone: US numbers and meaning for the UK.

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Apple in its earnings call revealed that 1.4m iPhones had been shipped in total and 1.1m in the quarter. Personally, I think this is a grea...
Wednesday, October 24, 2007

AT&T + Satellite Buy = Huge Endorsement of BSkyB Model

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Rumours are flourishing across the pond that the next course on the menu for the 800lb gorilla of world telecoms is a satellite broadcaster...

Carphone: Yet Another MVNO

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Carphone was in the news yesterday launching another MVNO onto the UK population. If disclosure within Carphone’s fixed line services busin...