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Report: DSL gaining fast on cableDSL is gaining ground on cable broadband and could achieve near-parity in 2010, according to an analysis by Credit Suisse First Boston. Telcos' recent aggressive DSL pricing has been a primary contributor to the trend, Credit Suisse says. Light Reading (11/3)
Analysis: MSOs' joint venture with Sprint Nextel takes convergence to next levelA joint venture announced yesterday between a consortium of cable operators and Sprint Nextel for the first time allows cable to offer a "quadruple play" of video, data, digital phone and mobile phone service. The Wall Street Journal (11/3), The Washington Post (11/3), BusinessWeek (11/3), Multichannel News (11/2) Report: S-A hires banks for possible asset saleSet-top box maker Scientific-Atlanta has hired Credit Suisse First Boston and Evercore Partners to explore a possible sale of all or part of its business, the New York Post reports. Whispers about a possible S-A sale have been growing louder since late last year, when the company disclosed it possesses "material non-public information related to certain issues" that has prevented it from repurchasing shares. New York Post (11/3) Microsoft buys VoIP software startupMicrosoft will purchase media-streams.com, a Switzerland-based software company, in a bid to expand into the online telephone business. Microsoft will use media-stream.com's VoIP technology to expand services for business users of the Microsoft Office Real-Time Collaboration Group. CNET (11/2), SeattlePI.com (11/3) Analysis: Vonage faces uncertainty as it considers optionsVonage's best option may be to put itself up for sale, although it's questionable how much interest an auction would draw, The Wall Street Journal reports. While eBay's $2.6 billion acquisition of Skype Technologies certainly boosted Vonage's prospects, potential suitors like cable and Internet companies may instead choose to build their own VoIP services. One fit that might make good business sense is a deal with T-Mobile or another wireless carrier without a conventional phone business. The Wall Street Journal (11/3) Cisco bug makes Wi-Fi nets vulnerableA spammer could send viruses and other unwanted e-mails to a secured Wi-Fi network due to a security flaw in Cisco Systems' wireless LAN controllers. The bug impacts large networks using Cisco 1200, 1131 and 1240 series Wi-Fi access points controlled by Cisco 2000 and 4000 series Airespace Wireless LAN Controllers, according to a company security advisory. CNET (11/2) P2P network goes legitThe peer-to-peer file-sharing network iMesh has taken on a second life as a fee-based music licensing site, with a reported 2 million songs available for download at a fee of $.99 per song or $6.95 a month. The P2P site also allows users to access the so-called gray market -- the 15 million odd tracks available via Gnutella for which copyright has not been asserted. Wired (11/2005) MCI, Qualcomm, Nortel, Comcast report earnings
MCI swings to profit: MCI reported a third-quarter profit of $271 million, compared with a $3.4 billion loss a year earlier. Last year's loss resulted in large part from $3.5 billion in impairment charges. Reuters (11/3), The Wall Street Journal (11/3) Qualcomm posts strong Q4 profit: Qualcomm reported fourth-quarter net income of $538 million, compared with $393 million a year earlier. Revenue jumped 40% on a year-over-year basis, thanks to stronger-than-expected 3G demand. The Wall Street Journal (11/3) Nortel reports smaller Q3 loss: Nortel Networks posted a third-quarter loss of $105 million, compared with a year-earlier loss of $259 million. Revenue increased 22% to $2.66 billion on strong performance by the gear maker's carrier-packet division. The Wall Street Journal (11/3) Comcast's Q3 profit flat, revenues up: Comcast reported third-quarter net income of $222 million, compared with $220 million a year earlier. Overall revenue jumped 9.4% to $5.58 billion, thanks to strong growth in broadband and digital cable subscriptions. Reuters (11/3), The Wall Street Journal/Dow Jones (11/3)
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Satellite phones experience resurgenceSales of satellite phones have skyrocketed in the wake of recent natural disasters such as Hurricane Katrina -- an indication that businesses are attracted to their reputation for reliability in difficult situations. Recent technological advancements making satellite phones smaller and cheaper also have made the previously cumbersome devices more appealing. The Wall Street Journal (11/3) Newcomer brings Wi-Fi to quiet villageIWorld Group executive Andreas Gerdes couldn't "operate" in his new village in Andes, New York without his familiar high-tech bells and whistles. Within six months after moving there, he transformed the community with a rural Wi-Fi zone. The New York Times (11/3)
Senate committee advances VoIP 911 billThe Senate Commerce Committee yesterday approved a bill to require all VoIP providers to offer E911. The bill also seeks to mandate that phone companies open their networks to VoIP providers and would exempt VOIP companies and local dispatchers from liability under most circumstances. Separately, Nuvio filed a claim asking a federal court to push back the FCC's deadline for complying with E911 rules. The Washington Post/Bloomberg (11/3) Video new focus of copyright battleTV broadcasters and webcasters are proposing new regulations that would give them 50-year rights to almost any video they run, regardless of whether anyone actually owns the rights. Not so fast, say digital rights advocates, who claim the proposal would limit the so-called viral power of the Web to share images and content and would raise new questions about ownership rights of previously free programming. The Washington Post (11/3)
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