What yesterday’s Apple satellite announcement really means

I took the summer off to move with my family from California to Virginia, thus escaping the inevitable fires of doom. I deliberately left my Apple/Globalstar column up so it would be still staring at readers when Apple made its eventual announcement, which was yesterday. That was a gutsy move on my part, but clearly I was correct. Today’s column — my first from our new home in Virginia — looks at specifics of the Apple satellite announcement, placing it in a more informed context.

Apple spent only five out of 65 minutes in yesterday’s product announcements talking about satellites, yet the title of the event — Far […]

Is anyone at Yahoo! paying attention? Probably not.

yahoo-old-logo-v2So Verizon is buying the heart of old Yahoo! I include the exclamation point because it was always there in the Yahoo! we knew back when the Internet was young. $4.83 billion in cash is a lot of cash, but for Verizon it’s a way of buying into the future while buying what to many of us seems to be the past. So let’s get the business part out of the way: Verizon can see Yahoo! as a bargain because Yahoo! has nearly always been more profitable on a gross margin basis than Verizon, a phone company. Even Yahoo! in decline will pull Verizon up. But that’s not why I’m writing […]

Final Prediction #10: Apple will buy Dish Network

2016predictionsA third of the people who read this column don’t live in the USA so maybe this prediction isn’t interesting to them, but I think Apple will buy Dish Network, the American direct satellite TV broadcaster. It’s the only acquisition that will give Apple the kind of entry point they want into the TV business, allowing Cupertino to create overnight an over-the-top (OTT) Internet streaming video service — effectively an Internet cable system.

Buying Dish would be a bold move for Apple because all the benefits Cupertino seeks aren’t obviously available. True, Dish has 14 million U.S. subscribers (I am one of those) who get 100+ channels of TV from the sky. True, Dish […]

Net Neutrality, Apple, and the future of TV

Screen Shot 2015-03-18 at 11.12.17 AMI’ve been hesitant to comment on the FCC’s proposed Net Neutrality rules until I could read them. You’ll recall the actual rules weren’t released at the time of the vote a couple weeks ago, just characterized this way and that for the press pending the eventual release of the actual order. Well they finally published the rules last week and I’ve since made my way through all 400+ pages (no executive summary commenting for me). And while there are no big surprises — much less smoking guns — in the FCC report, I think that taken along with this week’s Wall Street Journal story […]

Mobile Carriers Are Trying To Control Your Texting

mom-textWho owns your telephone number? According to Section 251(b) of the Communications Act of 1934, you own your number and can move it to the carrier of your choice. But who owns your texting phone number? It’s the same number, just used for a different purpose. The law says nothing about texting so the major wireless carriers (AT&T, Sprint, T-Mobile, and Verizon) are claiming that number is theirs, not yours, even if you are the one paying a little extra for unlimited texting. And the way they see it, unlimited is clearly limited, with carriers and texting services not offered by the Big Four expected soon to pay cash to reach you.