Monthly Archives: October 2012

Will Google Become SoftBank – Sprint’s Silent Partner?

October 18, 2012 Like most analysts, I am not persuaded by the stated rationale and synergies SoftBank has put forth to justify its acquisition of Sprint. At bottom the deal is financial engineering: balance sheet and exchange rate arbitrage; and market timing. It appears to...
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Supreme Court Likely to Leash FCC to the Law

October 10, 2012 In an ominous development for the FCC, the Supreme Court agreed Friday to hear the legal question of whether a Federal Court must give “Chevron deference” to an administrative agency (FCC) when an agency interprets a law in a way which could...
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Competition News: October 5, 2012

October 5, 2012 Why It Matters Two stories this week showed how consumer demand for new technologies is upending conventional wisdom and changing competition. The WSJ posited: “Is a tablet the only TV you need?” and the NYT spotlighted the trend of how travelers are...
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Competition News: October 5, 2012

Is a Tablet the Only TV You Need? Connectivity as a Given Web Rivals Want What Google Got Start-Up Skirts Cellphone Data Plans The Next Big Thing in Video Compression...
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Internet Astroturf 3.0

October 1, 2012 Pro-piracy interests have been organizing globally to head off and defeat future anti-piracy legislation (like SOPA/PIPA), IP treaties (ACTA) and property rights enforcement, all while claiming to represent “the Internet” and all its users, when they do not. They collectively represent pro-piracy...
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