There's a fascinating blog discussion going on here, here and here. The conversation is around Marc Andreessen's refusal to trash Microsoft and Bill Gates on stage. Andreessen points to the way in which the company drove the industry forward in the 1990's, and Mathew Ingram says "love them or hate them, at least Microsoft standardized the operating-system market"... more»
Vonage's latest woes are written up by Om Malik in Vonage: How Low Can You Go. More interesting than Om's reportage (Sprint wins case, Vonage ordered to pay damages, stock drops to $1.30) is the commentary afterward, in which one reader takes Om to task for the "gleeful" way in which he reports the demise of the VoIP companies... Boosters made the argument that VoIP was fundamentally cheaper than the TDM systems that phone companies deploy, and so therefore they enjoyed a price advantage in the market place. Anyone in the business of supplying telecom equipment, however, will tell you that the argument is flawed... more»
In What's Driving the Next Telecom Law, David Isenberg writes about the incumbents desire to preserve "Rational Competition"... Rational competition is the idea that corporations, knowing their own costs, and their competition's pricing, will price their products to maximize profits. It is tied up in the language of predatory pricing. Some economists argue that predatory pricing is rare, because it is, in fact, irrational... The flaw in the incumbent's argument is twofold... more»
Rob Hyndman has a pointer to Mark Cuban's latest: Think the Internet Will Replace TV? Think Again. Cuban's post can be summarized as: Today's broadband networks are too slow. The insatiable appetite for on-demand rich media content will soon overwhelm them. Telco's aren't putting in upgraded networks quickly enough to meet that demand. Cuban also provides some facts and figures to back up that claim. In the comments, readers have a number of viewpoints, including the view that Mark has ignored cable, and that cable can provide the required speeds and feeds... more»
