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First Call

Phil Harvey
4/30/2009

8:35 AM -- A few things you should see before that morning shot:

  1. Qwest: If Qwest is losing 1 million access lines a year, it'll be down to zero access lines in less than eight years. Then what will it do? It currently resells wireless services from Verizon and TV service from DirecTV. How long before Qwest starts reselling cable programming from Comcast and long-distance service from AT&T?


  2. Verizon: When Verizon takes the time to challenge the consumer demand for Cablevision's new 101-Mbit/s service, calling the whole thing a "parlor trick," it's clear the telco is getting annoyed that cable can finally match its speeds-and-feeds marketing.

    In reality, all broadband networks could reach a saturation point where they become best-effort, so to act as though Cablevision is pretending to support gangs of broadband junkies in a single neighborhood is silly. It's a novelty speed. It's a bit, for crying out loud. Relax.

    Another reality: Consumers like having more of everything than they will ever use. That's why our speedometers say 165 mph, our Ginsu knives can cut through beer cans, and our watches are submersible up to 500 feet. No one sits and ponders how much throughput they actually get to their home. They buy the biggest number on offer because they can.

    Verizon should have a little more fun with Cablevision and offer 102-Mbit/s in limited areas. Like, say, my house.


  3. Sycamore: We've long been asked: What's Sycamore Networks Inc. (Nasdaq: SCMR) going to do with all of its cash? Now we know. Cut lots of jobs so it can hold onto every last penny.


— Phil Harvey, Editor-in-Chief, Light Reading

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paolo.franzoi
paolo.franzoi
12/5/2012 | 4:05:48 PM
re: First Call
Wonder why no shareholders go after the management and BoD for basically bleeding off their money.

seven
DCITDave
DCITDave
12/5/2012 | 4:05:47 PM
re: First Call


They've capable of a lot but doing very little. Which actually looks smart in a recession, so maybe I'm the silly one here.

paolo.franzoi
paolo.franzoi
12/5/2012 | 4:05:47 PM
re: First Call


 


They haven't really done anything with the company since the Telecom bubble burst.  They have taken the cash and managed a small, money losing business.  They have done so in a way that minimizes their cash burn.  The thing is that what has not happened is a change to put the company back on a growth footing.  They basically sit on their cash and do not grow the company.


At the same time, the entire management team and BoD gets paid!  They have enough cash to last like this for a very, very long time.  And yet, they announce no plans.


If all of this only extended during the recession maybe.  But what have they been doing for the last decade?


 


seven


 

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