New research from telecoms solutions provider CIT-PriMetrica suggests that nearly 50 per cent of US households would be prepared to switch from a wireline service to a family share wireless option with 600 shared base minutes offered at $50 per month.
2:34:49 AM    comment   

Microsoft is the best possible counterweight to such vertical integration. Forget what you think about Microsoft in the operating system or PC application market. In telecom today, they are the good guys.

2:32:24 AM    comment   

In a network-centric world of relentless commoditization, there are only two ways to thrive for an extended period: Go small or go big. Small means building a defensible niche product that that doesn't threaten anyone. Apple represents the upper bound for this strategy. It can be a comfortable life, but your upside is limited. The big option is really, really hard. Any competitive advantage and source of profits today could be someone else's free giveaway tomorrow. Just look at how Microsoft decimated Netscape. The only way to win is to develop a core asset that becomes a platform. As I wrote three years ago in the Harvard Business Review, that means providing that platform to others instead of holding it close to the vest.

2:29:13 AM    comment