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Pete Baldwin 12/5/2012 | 5:35:12 PM
re: Apple Won't Compromise, Cook Declares

I guess when you turn in a couple of quarters like Apple just did, you can tell everybody to shut up about how to run the company...

sarahthomas1011 12/5/2012 | 5:35:11 PM
re: Apple Won't Compromise, Cook Declares

Seriously - it's pretty crazy that it's able to do whatever it pleases and keep its operator partners in the dark (as Sprint proved today). Operators could cut subsidies to hurt Apple...but they won't. They need Apple more than it needs them -- at least for now.

^Eagle^ 12/5/2012 | 5:35:11 PM
re: Apple Won't Compromise, Cook Declares

You know, it occurs to me, that if say Apple - Google - Amazon - Facebook - Cisco wanted to, they could combine forces and cash, and simply buy out one of the big telco carriers and own their own destinies regards access to high speed optical transport, access networks, et al and tell old telco and lack of innovation for customers to figuratively "go jump in a lake".


if you look at the market cap of Verizon for instance, and look at the cash those big players have on the sidelines, especially stashed inside overseas accounts; they could do it.


make a little consortium and create a holding company, and simply take over the telco network.  


Now before everyone on the boards starts throwing stones at this idea, I know it is completely wacky and not likely to happen.


But it could in theory happen.  I have been wondering for a while how to break the log jam between those that want an open flat efficient network (Apple, Google, Amazon, etc.) and those that want walled gardens and controlled access and tiered systems (ATT, VZ, Comcast, TW, etc.) and the FCC in the middle and in the end, very poor investment really into our high speed access infrastructure (best in class: FIOS was nearly obsolete by the time it was rolled out as the design and implementation period was too long).... another example was the blocking of build outs by municipalities of either city wide wi-fi or municiple owned fiber access (PON).  The large carriers essentially sued and lobbied those things out of existence. 


a consortium of Goog-Apple-Amazon-Facebook or some combination of those could probably buy a national carrier and solve this issue and break the traditional models.


It is interesting to think what might could happen if some of the innovative thinking from Goog and Apple were applied to the network.


again, I know the idea is totally wacky.  


Just looking to toss the idea out there.  and ask: what might a real network look like if it were flipped to be there to service subscribers as part of a true national cloud ecosystem from a set of walled gardens for various services like it is today at the carriers.


What would a GOOG national network with fiber assets going everywhere already look like?


What would a true end user cloud -transport- access network look like?


What if apple bought the phone company?


Ok, throw rocks now.  Let me hear your thoughts.  just for grins


sailboat

kaps 12/5/2012 | 5:35:10 PM
re: Apple Won't Compromise, Cook Declares

Don't be surprised if this happens sooner than you think. How about Google fiber networks everywhere with a bunch of public Wi-Fi hotspots at the ends?


Buying a current operator I think is the wrong way to go. You leave yourself playing on AT&T's and Verizon's turf, which has more regulatory landmines than is readiy apparent. AT&T may have lost on the T-Mobile merger but look at LightSquared and Clearwire and realize how hard it is to play by the existing "rules."


I'd rather see something start up that gave you big chunks of data in hotspot format, with maybe a small voice/3G plan for when you are truly mobile. Google could/might do this. Facebook might be interested. Apple I think will stay on the sidelines. The big problem for them is customer support. It's easy to have places to fix the devices when you only have a few SKUs. Harder to solve people's connectivity issues as the variables multiply by location and use.


But yeah -- the end is coming for the duopoly. Just how it will happen will be the question.

kaps 12/5/2012 | 5:35:10 PM
re: Apple Won't Compromise, Cook Declares

Don't be surprised if this happens sooner than you think. How about Google fiber networks everywhere with a bunch of public Wi-Fi hotspots at the ends?


Buying a current operator I think is the wrong way to go. You leave yourself playing on AT&T's and Verizon's turf, which has more regulatory landmines than is readiy apparent. AT&T may have lost on the T-Mobile merger but look at LightSquared and Clearwire and realize how hard it is to play by the existing "rules."


I'd rather see something start up that gave you big chunks of data in hotspot format, with maybe a small voice/3G plan for when you are truly mobile. Google could/might do this. Facebook might be interested. Apple I think will stay on the sidelines. The big problem for them is customer support. It's easy to have places to fix the devices when you only have a few SKUs. Harder to solve people's connectivity issues as the variables multiply by location and use.


But yeah -- the end is coming for the duopoly. Just how it will happen will be the question.

paolo.franzoi 12/5/2012 | 5:35:08 PM
re: Apple Won't Compromise, Cook Declares

 


Apple would have as much problem running a phone company as the phone company has with apps.  What are they going to do when they find out they can not discontinue dry pair copper and have to offer it to anyone who wants it.


Access is a VERY dirty business.  Lots of regulation and lots of problems.  People forget we have a shotgun test for cabinets for a reason.


 


seven


 

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