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Verizons negative campaign is grounded in regret!

October 25, 2009

Analysis of:Have Apple-Verizon Talks Broken Down? | www.businessweek.com

One possible driver of Verizons negative iPhone campaign can be linked to its failed effort at the iPhone exclusive deal with AT&T (previously Cingular, when the deal was first inked).

Will AT&T continue to profit from the migration from wireline to wireless?

October 25, 2009

Analysis of:AT&T tops estimates as customers flock to wireless | www.reuters.com

Wireless revenues are not only driving current profits but will continue to drive long term profits, as the cohort effect of current wireless users bring their habits with them as they age; and as new customers sign up for only wireless services. My college daughter college offers free wirelines in their dorms, but she said she did not need it. She uses her wireless device for all of her communications needs.

2009 will indicate further roll out of the RBOC's video and triple play packages and continues to validate their business model

January 12, 2009

Analysis of:AT&T Signs Up Millionth Uverse Customer | www.dallasnews.com

1. While RBOC roll-out has been slow they are betting on the future, with their advanced technology and band width to gain substantial share from Cable companies. 2. The cable companies will not be able to offer competitive packages for a long time. Packages beyond home phone, home internet, and home TV. 3. The implications on future sales and revenues will play out in the medium term (3-5 years) but continue to be validated in the short term for the RBOC's.

The economics of the emerging Telephone providers entering the TV market with bundled services

January 12, 2009

Analysis of:AT&T Signs Up Millionth Uverse Customer | www.dallasnews.com

1. The emergence and roll-out of additional competitors against Cable will have significant implications for the economics and market share 2. Cable companies are vulnerable now more than ever and will need to be re-trained on how to compete against these new competitors. 3. The phone companies have certain advantages to their bundled services that cable currently has no capabilities in making them extremely vulnerable.

4 Reasons why Apple should but Dell

December 3, 2008

Analysis of:Why Apple Should Buy Dell | lowendmac.com

This article has significant implications for the personal and business market. The synergies would be enormous with very little cannibalization between the 2 companies since they have presence it two very different market segments. It would also bring Marketing excellence to Dell which is not one of its strengths. It allows Apple to penetrate new market segments, and provides the opportunity for Apple to sell lower price computers to a new market segment at lower prices without compromising the high brand equity of the Apple brand. So it has a high end, high priced and high margin brand under Apple. And a lower - mid priced, value brand under the Dell name

The New Market Opportunities for Apple buying Dell

December 3, 2008

Analysis of:Why Apple Should Buy Dell | lowendmac.com

There are many benefits for Apple to buy Dell, including entering a new market segment, such as the business market, where it currently has very low share. This merger would send shock waves through the PC market and upset the current status Quo, especially within the business sector market. There are many reasons why this merger would make sense from a financial and balance sheet perspective, a market share perspective, and getting Apple into new segments such as video cards. I have the financial expertise to provide the analysis of the purchase price and the marketing expertise to highlight the implications for both the consumer and business market. I also have the technical expertise to explain the benefits of this merger.

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