It’s Michael Dell versus the world and Dell will win

In my last column I wrote that Dell buying EMC is a great idea (for Dell) and left it to this column to more fully explain why that is so. It takes two columns because there is so much going on here in terms of both business models and technologies. As the title suggests it comes down to Michael Dell against the world and in this case I predict Dell will win, Cisco, HP and IBM will lose, Apple will be relatively unaffected and I don’t really know what it will mean for Microsoft but I think the advantage still lies with Dell.

One thing that is key is every one of these companies except Dell is publicly traded […]

Apple needs Time-Warner Cable more than does Comcast

TWCappleTVTech news changed this week faster than the weather. At the beginning of the week Charter Communications was trying to buy Time-Warner Cable, then on Tuesday Apple was rumored to be close to a deal for Apple TV to replace or augment Time-Warner’s cable boxes, then on Thursday both stories crashed and burned when Comcast bought TWC out from under Charter, killing the Apple deal in the process. But does it really have to end that way? Not if Apple is smart.

I don’t care about cable consolidation, frankly, though a lot of other people do, seeing too much power being concentrated in Comcast. I would just like to see things shaken up in the TV […]

Still wired after all these years

Verizon Wireless announced Friday that it was paying $3.6 billion to three cable TV companies — Comcast, Time Warner Cable, and Bright House Networks — in exchange for wireless licenses the companies bought in an FCC auction in 2005. Pundits are describing the deal, and especially its cross-marketing provisions, as revolutionary with the potential to change the way we communicate and are entertained. I doubt this. Rather, I think it reflects a failure of the cable companies to compete in other markets.

I remember this license auction and wrote about it at the time. New spectrum was being released and the MSOs were afraid Verizon and AT&T would snap it up to compete with […]

By |December 4th, 2011|2011|75 Comments

Follow the Money

There’s a dispute going on right now between Comcast and Level3 Communications concerning the peering agreement between those two companies. Comcast says the dispute has nothing to do with the fact that Level3 just got the Netflix video streaming contract while most observers think that’s all it has to do with.

I think so, too.

Peering is at heart nothing but restraint of trade. Peering came about when various Internet backbone providers noticed they were all connected to the same big data centers and points of interconnection, normally inside telco central offices. Simply pulling an Ethernet cable from one rack to another could interconnect millions of users from two different backbone providers, saving time, distance, router hops […]

By |December 3rd, 2010|2010|18 Comments

Collaborize, Rinse, Repeat

I’d been putting-off going to to finally read all 286 entries so far in this summer’s Cringely (NOT in Silicon Valley) Startup Tour.  But when I finally went to the site, I couldn’t get in.  The page timed-out.  This was not good.  Or maybe it was very good in that the site was so busy.  But even that’s not good because I don’t like turning readers away.  So which was it — good or not good?

Not good.

Twelve hours later, when I still couldn’t get in I called the CTO at the company that hosts that site — Democrasoft.  You haven’t heard about them, believe me, and I’ll […]

By |March 23rd, 2010|2010|72 Comments