Comments for pakhuis32.be

Comment on Handset OEMs in the Telecoms Value Chain: Winners and Losers of PC-like Commoditization by Facebook: Main Street to Wall Street | pakhuis32.be

Facebook: Main Street to Wall Street | pakhuis32.be — Tue, 31 Jan 2012 00:02:43 +0000

[...] increasingly become the key assets around which firms are built. The proliferation of MVNOs and handset OEMs in the telecoms industry, companies that realize huge sales with very few physical assets are [...]

Comment on The Network Operator in the Changing Telecom Value Chain: Seeking Scarcity and Control by Facebook: Main Street to Wall Street | pakhuis32.be

Facebook: Main Street to Wall Street | pakhuis32.be — Mon, 30 Jan 2012 23:56:08 +0000

[...] and patents increasingly become the key assets around which firms are built. The proliferation of MVNOs and handset OEMs in the telecoms industry, companies that realize huge sales with very few physical [...]

Comment on The Network Operator in the Changing Telecom Value Chain: Seeking Scarcity and Control by New Network Platforms: The Telco and the SIM | pakhuis32.be

New Network Platforms: The Telco and the SIM | pakhuis32.be — Sun, 22 Jan 2012 14:42:46 +0000

[...] At the same time, the traditional activities of telecom operators are being pulled apart by centrifugal forces. More and more they look like a collection of increasingly unrelated businesses: retail, transport, [...]

Comment on Building the Next Network Platforms by New Network Platforms: The Telco and the SIM | pakhuis32.be

New Network Platforms: The Telco and the SIM | pakhuis32.be — Wed, 18 Jan 2012 16:26:08 +0000

[...] at a handset-centric service platform (iOS), an aggregator-centric service platform (Android) in the previous post, I will zoom in on the changing operator-centric platforms in what [...]

Comment on The Telecoms Value Chain: Does Change Always Come Bearing Gifts? by Building the Next Network Platforms | pakhuis32.be

Building the Next Network Platforms | pakhuis32.be — Wed, 16 Nov 2011 22:38:29 +0000

[...] I am referring again to the value chain based on Fransman (2002). Layer 1 is the equipment and software [...]

Comment on The Network Operator in the Changing Telecom Value Chain: Seeking Scarcity and Control by Value Chain: Lateral Moves | pakhuis32.be

Value Chain: Lateral Moves | pakhuis32.be — Tue, 18 Oct 2011 12:48:32 +0000

[...] equipment players are no longer vertically integrated as explained in an earlier post. For the network equipment industry this is also the case but to a much reduced extent. The table below also illustrates how industry [...]

Comment on Handset OEMs in the Telecoms Value Chain: Winners and Losers of PC-like Commoditization by Value Chain: Lateral Moves | pakhuis32.be

Value Chain: Lateral Moves | pakhuis32.be — Tue, 18 Oct 2011 12:47:20 +0000

[...] are broken up. The handset equipment players are no longer vertically integrated as explained in an earlier post. For the network equipment industry this is also the case but to a much reduced extent. The table [...]

Comment on The Telecoms Value Chain: Does Change Always Come Bearing Gifts? by Value Chain: Lateral Moves | pakhuis32.be

Value Chain: Lateral Moves | pakhuis32.be — Tue, 18 Oct 2011 12:36:14 +0000

[...] integrated products and services). Referring back to Fransman’s (2002) reference model I used before, the following table illustrates how layers 1 (“equipment and software”) and 4 [...]

Comment on Handset OEMs in the Telecoms Value Chain: Winners and Losers of PC-like Commoditization by Google and Moto: Strategic Intent and Consequences | pakhuis32.be

Google and Moto: Strategic Intent and Consequences | pakhuis32.be — Wed, 24 Aug 2011 08:06:19 +0000

[...] the industry is rounding the corner. After years of horizontal industry unbundling (described in a previous post), the handset industry in the smartphone era is moving away from PC-like commoditization, back [...]

Comment on The Telecoms Value Chain: Does Change Always Come Bearing Gifts? by The Network Operator in the Changing Telecom Value Chain: Seeking Scarcity and Control | pakhuis32.be

Thu, 18 Aug 2011 09:07:42 +0000

[...] With the break-up of the vertical integration between layers 1 and 2 of (Fransman 2002)’s value chain (link), R&D intensity was moved almost entirely to the telecoms equipment companies in layer 1, [...]