Archive for July, 2009

ALU CEO hints at business unit sales, more co-sourcing deals

Alcatel-Lucent (NYSE:ALU) CEO Ben Verwaayen isn’t done tinkering with his company yet. After selling off its stake in defence contractor Thales and entering into a major alliance with HP (NYSE:HPQ) to sell integrated communications and IT solutions, Verwaayan said there are plenty more plans in the works for more co-sourcing deals, the possibility of outsourcing some of its own product development and even the sale of some of its product divisions. more

TWC wards off telco, Web competition

Time Warner Cable’s (NYSE:TWC) biggest competitive threats are coming from telcos offering pay TV services, consumers turning to online content and wireless operators who still control of the voice market. In its second-quarter earnings today, the second-largest cableco outlined its strategies to fend off all three competitors, but acknowledged that it will be a tough battle. more

VZW not giving up on BREW

In addition to officially opening the doors to its developer portal, Verizon Wireless (NYSE:VZ, NYSE:VOD) announced it is teaming up with Qualcomm (NASDAQ:QCOM) Internet Services (QIS) to promote growth on of the BREW platform. The two companies announced the partnership yesterday at Verizon’s Developer Conference in San Jose. more

VZW keeps quiet on iPhone, LTE rumors

Verizon Wireless (NYSE:VZ, NYSE:VOD) executives remained evasive when asked about plans to offer Apple’s (NASDAQ:AAPL) iPhone 3G S, as well as about rumors that it’s expediting its long-term evolution rollout plans, on the carrier’s second-quarter earnings call today. more

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Broadband stimulus ‘underserved’ rule becomes more flexible

The federal government’s definition of “underserved areas” for purposes of awarding broadband stimulus funds has caused consternation among some applicants – in particular municipal leaders who feel it excludes them from the program. For example, the chief information officer for San Jose, Calif., recently complained of a downtown fire station that is underserved but sits in an area that wouldn’t qualify. A city official in Northfield, Minn., said she doubted any of her state’s cities would qualify.

But further clarification of these rules may ease some applicants’ minds as they prove more flexible than previously thought. more

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iPhone still a boon (and a curse) for AT&T

AT&T’s wireless results last quarter were the mirror image of those the quarter before. In Q1, AT&T (NYSE:Tsaw a meager increase in wireless data revenues but saw a healthy expansion to its wireless operating margins. In Q2, the opposite occurred: AT&T’s data revenues shot up $200 million and its data ARPU’s increased by $1.24 per month, but its margins dropped back down below 40% to 38.3%. The explanation for this flip-flopping? The Apple (NASDAQ:AAPL) iPhone, of course. more

AT&T to spend 35% to 50% more in 2H09

AT&T (NYSE: T) expects to spend 35% to 50% more in the back half of this year than it did in the first half, the company said during its second-quarter earnings report today.

Having spent about $7.2 billion in the first half of the year – just $4.0 billion of that in the second quarter, below some analysts’ expectations – AT&T reiterated its previously voiced expectations of spending $17 billion to $18 billion for the entire year, suggesting that 58% to 60% of its annual budget would be spent in the back half. more

Welcome to Connected Planet

This is the official announcement of our new publication — there is much more to come, so stay tuned!

PENTON MEDIA TO LAUNCH CONNECTED PLANET MAGAZINE

NEW YORK, NY (July 22, 2009) - When historians document the first decade of the 21st century, they will likely call this period the “communications revolution” and recount the birth of an information age not yet imagined. Penton Media, the publisher of Telephony magazine and TelephonyOnline.com is very pleased to announce a new brand that will both cover and help shape this communications revolution. more

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ZTE touts CDMA upgrade path to LTE

While major CDMA operators like Verizon Wireless (NYSE:VZ, NYSE:VOD) and Sprint (NYSE:S) are moving directly to 4G, the CDMA Development Group and other CDMA proponents have long stressed there is an alternative, EV-DO Revision B, which would allow operators to boost capacity without building new networks or acquiring new spectrum. ZTE, however, isn’t taking sides in the argument. Instead, it’s splitting difference, annoucing today a new base station that will support both the Rev. B upgrade and LTE on the same platform. more

RIM, an infrastructure vendor?

The most surprising revelation from Research in Motion (NASDAQ:RIMM) today was not that it’s bid for Nortel Networks’ wireless assets was blocked, but that it was interested in those assets in the first place. RIM apparently isn’t content with its sizable share of the high-end wireless handset market anymore. It wants to be a wireless infrastructure vendor. more

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