M&A’s, Internationalization and Balkanized Spectrum

Today’s Wall Street Journal has a field day of activity from Clearwire’s  new found respect, Verizon Wireless invading Canada and Liberty Media looking to acquire Kabel Deutschland.

Add this to the T-Mobile / MetroPCS / DT activity and the confusing life of Sprint / Softbank / Dish Networks and you have a whirlpool of competition.

So what is the lesson here?

I think this a story about markets and monies as opposed to synergies.

On the market side with the reality is that there will be little synergies in these mergers.  Technology, management and spectrum allocations will stay in place.  However, the US market seems to be ripe for a stronger number three.

For Liberty Media and for Verizon the issue is saturation.  Growth
On the money side, with the Fed suggesting tapering is coming, the cheap money window is closing.  If you are going to invest now is the time and the big companies recognize it.

My sense is that many of these mergers will be divested again.  Like Verizon Wireless and Vodafone trying to separate.

Let the Buyer Beware.

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Ho Hum, iOS7 is Here

The problem with Software as a Cult is when the cult leader passes, the clothes of the emperor don’t fit the other team members well.

It’s not that Steve was everything to the company.  It was that he had a loyal following.

Nothing in what Apple is doing is bad right now.  And in fact they are doing a great continuance while updating the style and giving people more freedom.

However,  the wow of wireless computing is now past the hype stage and those who lived for the earth moving of Steve’s announcements are having to cope with the reality of choice.

Wall Street has loved and hated Apple in huge cycles.  While Apple has been pretty consistent.  In the end then Apple is not at fault for lack of joy, the developer community has to actually do more.

If and if they have to do more then its an opportunity to be more universal.

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Are the New Times are Better: WebRTC vs. VoIP?

If you have been with me in at past events, you know that things have a tendency to go in cycles And go knows I have seen a lot of cycles. I can remember listening to the father of analog switching telling me that digital was overrated. I can remember my own ATM bigotry as I would talk about differentiated services which no one had truly developed, while the Internet stole the show. I remember QoS VoIP debates that treated the session like a call and fundamentally did not see the amazing results possible with Best Effort.
All of this brought us to the Internet’s next wave of transformation and once again the innovator’s are blowing past those of us that see dilemmas.
WebRTC is not a replacement protocol it’s an adoption strategy. Like Apple changed the game with music and smart phones, WebRTC changes video and the web.
Video with a royalty free codec, that is light enough to be used in a variety of real time scenarios, trumps the video streaming rivals. Changing the game by building a diverse ecosystem is the goal.
The WebRTC world is definitely a diverse ecosystem, that like VoIP provides a variety of solutions. In effect the popularity of the demo event shows the richness of opportunity.
A lot of friends have told me this feels like old times and for some of us who have participated in a number of next generations it will feel good to be together again in Atlanta. To see the enthusiasm is always a pleasure, but the point of participation is to find out how you can take advantage of the opportunity.
If you have been with me in the past use this code and join me with this next generation. Being at the Cobb Galleria again will be a great chance to connect the past with the future.
And as we have seen with the Internet the future keeps getting better and closer than we think.

Are the New Times are Better: WebRTC vs. VoIP?

If you have been with me in at past events, you know that things have a tendency to go in cycles And go knows I have seen a lot of cycles. I can remember listening to the father of analog switching telling me that digital was overrated. I can remember … Continue reading

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Google Smoogle, MSFT offers B&N $1B for Nook

You can’t make this stuff up, but I am not sure how valid this rumor is given that it seems to have disappeared from Techcrunch.  It was reported that Microsoft wanted to buy into Nook from Barnes and Noble for $1B.

The interesting thing is after discussing the problems B&N had in getting apps onto their devices to the point that they punted to Google Play.

However, now we hear that Microsoft would rather have Nook join the bandwagon of Windows8 then Google Play.

This has a lot of interesting aspects to consider.

Does Microsoft expect the Nook to migrate to Windows8?

Does the Nook have enough power to manage Window8 and what is the  implication for existing applications?

Or does Microsoft see a bigger app store play that is universal?

More should be revealed in the next few weeks if the rumor is confirmed until then it brings home the problem of penetrating the app market.

 

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Axeda Connexion13

You can tell M2M is coming of age at Axeda’s Connexion13  The Music blaring in synch with the video splashing.  The feel good sense that you are part of something bigger.  Axeda is making the point that this is about the Machine Cloud.

Todd DeSisto, President, Axeda Corporation.  Four days of case studies focused on Remote Services, Business Process, Process Efficiency and Optimization.

Bill Zujewski (a.k.a. Bill Z.)  now speaks about the Machine of the future.  The Evolution of the future.

1970 self contained hardware very little software
Next 1980s  Software enhanced digital interfaces
Next 1990s  Modem connected communication with firewalls
Next 2010s Programmable Machines

Machines of the future (2020) are;

Connected via the cloud managing the connectivity whether wirelines or wireless.
Serviceable being able to reconfigure manage and reducing field service with remote management
Trackable keeping the location information for the benefit of security, efficiency and optimization.
Informative delivering more information (big data) that provides opportunity to expand the original implementation for more benefits.
Self-Healing making the machine 2 machine sensors better integrated in the machines to reduce the risk of downtime with predictive analytics.
Integrated with ERP, CRM and other systems for proactive management decisions.
App-Centric the hardware is not as relevant as the software so cross platform association to consoles but to specific applications will be the norm.
Eco-Friendly data extraction so the energy use of the M2M applications is optimized for the costs and cleanliness of the solutions.
Collaboration the deployments deliver new apps and new benefits.

Expanding The Value Curve
Level 7 socialized sharing Machine information
Level 8 Multi-vendor enabling metrics across the vendors to deliver better ecosystem information
Level 9 Cross – Industry supporting more information to be used by more opportunities  (Personal Note: I think the Eco-Friendly is the best example)

Where is IT in this for business.  Just like BYOD efforts we are heading to BYOM (M is for Machines) and the result is IT is going to have to use the platforms as a Mobile Machine Management tool.

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Optical Investments and ROI

I promised to be prolific, but I also never said it would be here. The first week of January I had been busy writing my articles for the new M2M Evolution Magazine. It was pretty intense getting enough information on Fleet Management. It resulted in my M2M newsletter article being about ROI.

The Article in Mobility Techzone was about the use of Opticals for Ethernet in support of backhaul. It also mentions the TV Incentive Virtual Event we ran with TMC.

These were the articles of the week.

My One New Year’s Resolution – Be Prolific

To be candid,  I have had a hard time writing in real time,  I find that in five hundred words I normally can give a good circular article that provides some insight, takes a point of view, and if you read it makes you go “hmmmn” as Arsenio Hall used to say.

The problem now is that I have about 8 blogs to keep active as well as obligations to write 10 articles a month and then there are those damn tweets and posts.  What are they suppose to be about.

Worse the articles and blogs are suppose to be easily compartmentalized.  HTML5, Mobility, M2M, Small Business, etc.  However, I am eclectic and as Richard Bach said to his wife,  ”It’s all One”

Take the interviews I am working on right now for M2M, with Jerry Coumo and Gari Singh of IBM.  We hit mobility, Instant Messaging and JavaScript.  And that was just in an hour discussion.  I am working on breaking it up for easy reading but its like that.

In this SEO world, I am suppose to find the metatag subject and make Google and Bing happy with the content so it bubbles up to the reader’s interest.

But as Gari Singh said in the interview, its a Pub/Sub world.  So my strategy now is to be prolific and hopefully the sub side will dominate the pub side.

Anyway, if you are still reading this after me pushing out most of my blogs on other sites.  thank you.  I intend to write here daily on what I am doing everywhere else.

It’s new year’s the mayans were wrong, and absent a stray meteor, it should be a good year.

G-d bless us all, everyone.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Reverse Incentive Actions: Broadcasts Get Their Due

The broadcast industry has some choices to make.  They are being asked to free up spectrum based on an incenting them to return the spectrum to the government for resale to the carriers.

 

The value of the spectrum can be enhanced by the way the broadcast industry partners work together.

 

This spectrum shift requires planning.  To help we are gathering industry experts for a virtual event that will be streamed on October 19th 2012 and will be available in archive as this event.

 

http://www.tmcnet.com/webinar/crossfire/incentive-auctions.htm

 

The discussion will focus on challenges facing the television broadcasters as they decide whether to participate in the auction and how to calibrate their bids for optimal results. Participants will discuss the requirements in the Spectrum Act, the FCC’s recent Notice of Rulemaking Proposal (NPRM) as well as unresolved legal issues. Other panels will include a discussion of valuation and policy issues facing broadcasters.

 

As a virtual event there is a charge of $150 to attend, however government employees (this means you Congressional staff, FCC, NTIA etc.) should email me carl@crossfiremedia.com for free or per diem rates as needed.  3 hours of CLE credit are also available.

 

 

 

 

AGENDA

 

8:45 AM – 9:00 AM Introduction – Opening Remarks:

  • Harold Furchtgott-Roth, Former FCC Commissioner (Opening Remarks)
  • Barlow Keener, Keener Law Group (Introduction)

 

 

9:00 AM – 10:00 AM       Legal Perspective:

The Rules of the Auction Process

The opening panel will provide an overview of critical elements of the broadcast incentive auction as well as unsettled issues in the FCC’s recent NPRM. It will compare the upcoming reverse incentive auction with prior FCC auction processes. The panel will also discuss legal appeal process for the reverse incentive auction and potential pitfalls auction participants should consider.

  • Rebecca Hanson            FCC
  • John Hane                       Pillsbury Law
  • Brian Madden                  Lerman Senter
  • Marty Stern                      K&L Gates
    Moderator

10:00 AM -11:00 AM       Valuation:
Valuing The Reverse Auction Assets and Related Business Issues

The second panel will build on the legal explanation of the first panel. It will consider how the auction process and other factors will impact auction valuations and broadcasters decisions to participate. Panel topics will include general auction valuation expectations, variations in spectrum value by type of broadcaster and geography, and valuation considerations for broadcasters to consider when participating in the auction.

  • Coleman Bazelon            Brattle Group
  • Mark Fratrik                     BIA / Kelsey
  • Major Investment Bank   (Invited)
  • J. Armand Musey            Summit Ridge Group

Moderator

11:00 AM – 12:00 PM     Policy Perspective:

Important Social, Political and Economic Policy Implications

Our final panel will step beyond strict legal and economic considerations and evaluate the FCC’s goals versus those of the television broadcast industry. The panel will discuss issues including implications for news access in rural areas, implications for other FCC license holders, and other policy concerns.

  • Preston Marshall             Univ. of S. California
  • Fred Campbell                 CLIP
  • Trey Hanbury                  Hogan Lovells
  • Barlow Keener                 Keener Law Group
    Moderator

 

 

As you can see, we have gathered leading experts in the legal, financial and policy files to discuss the implications of the FCC’s upcoming television broadcast incentive auction on the television broadcasting industry.

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