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  • C U in the C-suite?

    I have an economic theory that when times are tough and a company needs to ‘batten down the hatches’ the best CEOs come from the CFO or ‘bean counter’ ranks. Similarly, when times are good and a CSP is in growth mode you can’t do better than having a CIO or CMO in the top job. Subsequently, and following the same logic, when you are starting up or going into a new technology stage you can’t do better than an IT or network engineer from the CTO ranks leading the...
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  • iPad Economics 101

    The iPad is not the elusive “second side” of the telco business model. Nevertheless the economics of the deal between Apple and at&t can be used as a primary example of the types of new business models that CFO’s of service providers need to consider experimenting with in order to replace the long, slow decline of their fixed-line businesses. It also can serve as a model of how to work with other device manufacturers in the future. When the iPad was announced on January 27th of this year with...
  • Has the Media & Telecom M&A market returned?

    Last week H-P announced it would buy 3Com for $2.7B and Motorola announced it was seeking to sell off its TV and mobile phone networking gear division. Has the Media & Telecom M&A market returned? Not so fast! Volatile stock markets, limited availability of credit, and the increased cost of borrowing have ground the global M&A market to a halt. Through the first half of 2009 the number of global deals was down 47% according to recently published reports. While many “experts” were predicting...
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