Building the Next Network Platforms

With the rise of touch screen smartphones two industries are being disrupted at once. Personal computing is moving rapidly beyond the PC, and mobile communications is now as much about social networking and other internet applications as it is about voice and texting. The disruption, in both cases, is being led by the general-purpose computing […]

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Value Chain: Lateral Moves

Business transformation is the fate of any paradigm provider of communications services. In an effort to turn predicament into triumph, telecom operators and other communications providers are moving across value chain boundaries and transforming into a business that can exercise control and exploit scarcity in the markets where they create and claim value. To paraphrase […]

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The Humbling Philip Roth

A long day’s journey into night. All life’s performances — talent, love, sex, hope, energy, reputation, memory and confidence — are stripped off as the protagonist walks offstage into a collosal collapse, a terrifying meltdown, into that “most unreal of all things”: suicide. The Humbling is the story of a retired actor struggling to summon […]

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Google and Moto: Strategic Intent and Consequences

Capital, whether it is tangible or intangible—such as IPR, is the residue of past labor. For technology companies with a great past but not such a great future (e.g. Nortel, Motorola, Kodak) their current market value of debt and equity appears to fall short of the current value of their patent portfolios alone. This divide […]

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The Network Operator in the Changing Telecom Value Chain: Seeking Scarcity and Control

The vertical industry unbundling that has happened in the mobile handset OEM industry is also ongoing in the network operator industry. The clockspeed (Fine, 1998) of the mobile network industry appears to be much lower than that of the handset industry — the unbundling process is slower, and incomplete. Whereas in the pre-liberalisation period telecom […]

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