May 2011 - The Insider

  • Facebook and Finance - friends of ours?

    It’s not often that leading figures from one industry care to enter the inner sanctum of another to lay out some home truths. It happened twice this week in Dublin at TM Forum’s Management World and it got The Insider thinking. Uber-successful serial entrepreneur, Nick Ogden , when discussing how the payments and banking world were addressing mobile market, suggested that telcos may have ‘missed the boat.’ Apart from a limited number of scattered initiatives at national level...
  • Data plans - have we got it wrong?

    Rumors of the death of 'all you can eat' (AYCE) plans may be a little premature and the reasons for their imminent resurgence may surprise you. We all know that they were first introduced to encourage mobile subscribers to start utilizing the data capabilities of mobile networks. We also know that the take-up of data service via mobile devices was a little tardy until the advent of 3G 'dongles' connecting notebooks, and later by the introduction of the iPhone. The iPhone effect cannot...
  • DPI doubts deepen

    KPN, the Dutch incumbent telecoms operator, has come under fire for admitting that it used deep-packet inspection (DPI) to investigate if customers were using instant messaging applications on its network. It didn’t take long for civil rights activists to make claims that it was ‘theoretically possible’ for the operator to read the content of that traffic. So what’s news about that? National security organizations around the world have been doing that for years and, in many...
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  • Microsoft+Skype - fascinating or terrifying?

    The Insider has been watching, with some fascination, the different takes on the Microsoft acquisition of Skype. In an interview on CNBC Steve Ballmer stressed heavily the growing role of Microsoft in the communications space as he dominated six of the seven minutes allocated to he and Skype CEO, Tony Bates. The world’s press took different views on the most important features of the deal with some agreeing on The Insider’s take that the deal will be disruptive but unsure to what degree...
  • Blue skypes above with no clouds in sight

    The rumor mill has been running overtime this last week in the telecoms industry. Perhaps the most prominent, and certainly the most vocal are those claiming that Skype is about to be acquired - AGAIN! You will remember back in October 2005 that Skype’s private shareholders enjoyed a big payout when Skype was first bought over by eBay in a deal worth approximately $2.6 billion, plus potential ‘performance-based consideration.’ In September 2009 , in a deal that valued Skype at ...
  • Like lions preparing to pounce the unsuspecting wildebeest

    Intense competition in the telecoms space has become the norm since the heady days of deregulation and arrival of wireless networks. Firstly between competing technologies such of CDMA and GSM and then with the intense battle for handset dominance that made Motorola, Nokia and Sony-Ericsson household names. Competition in the personal computing and IT world has been no less frenetic, but it was dominated very early by Microsoft's operating system with the main competition coming from hardware...
  • European operators 'playing possum'?

    Fixed-line and mobile operators in Europe are facing quite a dilemma. On the one hand they are being pressured by European Commissioner Neelie Kroes to improve their network broadband speeds and capacity and that they are not investing enough to meet EU targets. On the other, their customers are wanting to use their internet connections for more and more bandwidth-hungry applications, especially video, and not have to pay extra for the privilege. Betwixt the two are the over the top (OTT) players...

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