Tag Archives: Value

Taking the long view

Last week’s Schumpeter column in The Economist discussed the pursuit of shareholder value as the leading ideology for corporate governance in the west, and the criticism it has been receiving lately. The article concludes with the question whether there is really an alternative to running corporations first and foremost in the interest of shareholders. There […]

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Industrial Supply Chains, Mobile Broadband and Cloud Computing

Industry after industry, from financial services to media to communications to health care to education, is being chewed up by the rise of the internet and the spread of networked end-user devices such as smartphones, tablets and PC software. In Marc Andreessen’s words (Economist 2011): Software is eating the world. In the communications industry, the […]

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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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Handset OEMs in the Telecoms Value Chain: Winners and Losers of PC-like Commoditization

Over the past decade, the boundaries of the traditional telco, the media firm and the consumer electronics firm have shifted. Following up on the introduction to changing industry structure posted earlier, this post explores the unbundling and integrating forces at work in the mobile phone industry. During the late 1980s and into the 1990s, the […]

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The Telecoms Value Chain: Does Change Always Come Bearing Gifts?

Telecommunications is changing under the influence of general-purpose computing. Today’s mobile phones boast computing capabilities once found in mainframe computers and workstations. Mobile CPU clocks run hundreds of MHz, and mobile 32-bit processors access gigabytes of memory. Additionally, mobile network connections stream data at broadband speeds, and mobile versions of enterprise platforms such as Linux […]

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