Jeff Kagan
Jeff Kagan
eye finish game investing last line lost might next people several thinking tomorrow track
Investing is a game with an eye on the future. People lost track of that in telecom during the last several years when the finish line might have been tomorrow or next week. This might get everyone else thinking that telecom is not doomed.
broadband cable customers focus losing numbers seems since tv
Their focus on bundling and broadband seems to be working since they are growing, not losing business, so far. They are losing some customers to the cable TV industry, but the numbers are still strong.
coming competition recent year
In recent years the show has outlined the coming competition with the Bells. This year is the year the competition begins.
cable companies decided raise rates until wait
Cable companies have decided to wait until there's a threat, but when there's a threat, they're going to act. For them to not raise rates is historical.
eventually lead mad roll rush services small
They all are in a mad rush to roll out services that the other ones don't have. It could be a small lead because eventually everyone will have the same services.
drive either illegal laws manage passed phones smart talk wireless
The wireless phones will be used to manage more and more of our lives. If we are going to use these phones for all they can offer, we have to be smart about it. Either that or there will have to be new laws passed making it illegal to drive and talk at the same time.
business rules
The rules of the telecom business are changing.
changing position rapidly
Everyone is jockeying for position in a rapidly changing world and industry.
broken business buy cell competition creative days early gotten juices phone pushed technology wireless
AT&T actually exited the cell phone business in its early days and had to buy its way back into wireless later. If it hadn't been broken apart, you'd never have gotten the creative juices of competition that pushed all this new technology we have today.
company figure fits industry itself trying
They're struggling. It doesn't look like they're going out of business, but the industry is reinventing itself and the company is trying to figure out where it fits in.
companies consumers decide lower revenue worry
Telecommunications companies always worry about cannibalizing their own revenue streams with lower priced alternatives. Consumers will decide on more than just price, however.
bases building companies customer good job name rolling smaller technology winners
The long-term winners will be the big companies we all know by name now. In the shorter term, the smaller firms are doing a good job of building customer bases and rolling up the technology they'll need to compete.
anyone sooner timing
It was not unexpected, but the timing was a lot sooner than anyone thought.
carriers finding sorts ways
The carriers are finding all sorts of new ways to make money.