From the Wall Street research pile, a note by Joe Chiasson at Susquehanna Financial Group, has some choice bits about Google's possible future. To wit, he says, don't for a minute think that the company would put its fate solely in the hands of the last-mile connections owned by the RBOCs:
Given Google’s well-documented efforts to set up a free WiFi network in San Francisco, we believe the upcoming spectrum auctions could represent a rare opportunity for the company to acquire something resembling an exclusive (licensed) nationwide WiMax footprint, and largely eliminate any access dependency on third parties. As such, we believe Google’s potential involvement bears watching, especially in light of the fact the company has shown little hesitation in delving into the other aspects of networking. Google’s selection of equipment vendors, such as Force 10 and Infinera, indicate to us a willingness to embrace leading edge technologies, and we believe WiMax fits that description. At the very least, it is an ideal technology for Greenfield fixed broadband access, and equipment price points should continue to drop through efforts such as the WiMax forum vendor certification process.
A CSP's digital transformation involves so much more than technology. Crucial – and often most challenging – is the cultural transformation that goes along with it. As Sigma's Chief Technology Officer, Catherine Michel has extensive experience with technology as she leads the company's entire product portfolio and strategy. But she's also no stranger to merging technology and culture, having taken a company — Tribold — from inception to acquisition (by Sigma in 2013), and she continues to advise service providers on how to drive their own transformations. This impressive female leader and vocal advocate for other women in the industry will join Women in Comms for a live radio show to discuss all things digital transformation, including the cultural transformation that goes along with it.