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 […]
If you were Verizon CEO Ivan Seidenberg, faced with suddenly becoming the number two mobile phone company in America following an AT&T/T-Mobile merger, what would you do? You could try to buy Sprint, and for all I know Seidenberg will do just that. You could make a counter-offer for T-Mobile, but that would just be too darned expensive. If I was Seidenberg, though, I would try to poach customers — millions of customers — from T-Mobile.
In the 36 hours or so since AT&T and Deutsche Telekom announced that the American carrier would be buying the U. S. subsidiary of the German phone company, there has been plenty of speculation (some of it right here) about what this will mean for customers and the wireless industry, but not very much, frankly, about why T-Mobile is worth $39 billion to AT&T. It’s about more subscribers, we’re told as though that is obvious, and back-office savings, plus extra spectrum with some special plans for 4G, but that’s not the biggest reason at all. The biggest reason why AT&T wants T-Mobile is because of WiFi.