The T.I.M. Blog

KPN: ready to consolidate the e-health market

2008-07-09T13:03:00Z

KPN Healthcare is a relatively unknown unit within the Dutch incumbent. It focuses on a fast-growing segment and is ready to consolidate the market. It focuses on an interesting market segment, which can be serviced with all sorts of applications, beyond simple connectivity....(read more)

The new KPN needs a strategy update

2008-01-15T13:19:00Z

KPN will present its Q4 numbers February 5. A number of takeovers caused the company to announce a much needed strategy update as well....(read more)

Sprint Nextel: too early to jump in

2008-01-07T11:02:00Z

Sprint Nextel will inevitably reach an inflection point, but I believe it is too early to jump in. A turnaround as well as WiMAX success are not on the horizon just yet....(read more)

Verizon Wireless opens up to keep newcomers out

2007-11-28T15:24:00Z

Verizon Wireless is copying both the FCC requirement for part of the spectrum that will be auctioned in january, and the strategy that is used by newcomers to enter the wireless market: open access for devices and applications. Verizon tries to hold on to its market share....(read more)

SMS 2.0: Milk that SMS cash cow

2007-11-28T12:47:00Z

M1 launches SMS 2.0, an innovative SMS service, for both enhanced texting (color, emoticons) and push services. It will be able to add some data and advertising revenues to the still important traditional SMS revenue stream....(read more)

Deutsche Telekom the new consolidator?

2007-11-20T14:04:00Z

Mobile outside Germany is Deutsche Telekom's growth area of choice. However, during a recent conference, foreign ISPs were mentioned as potential takeover targets. This could be a major strategic shift, which could turn Deutsche Telekom into the new telecom consolidator....(read more)

Google's wireless entry has many winners and few losers

2007-11-07T16:42:00Z

Google's wireless entry will allow most market participants to gain. As OS, UI and browser will be free, there will also be losers, such as Symbian and Microsoft....(read more)

Will Deutsche Telekom sell its Dutch broadband unit?

2007-10-11T11:23:00Z

Deutsche Telekom acquired Orange NL, but doesn't seem interested in the Orange broadband unit. I think it will most likely be sold to Tele2, Telecom Italia or a new entrant, such as Belgacom or Telefonica....(read more)

KPN is beating the cable companies

2007-10-08T06:46:00Z

KPN is teaming with FTTH company Reggefiber to cover Almere, the #5 town in the Netherlands. KPN pushes all the right buttons....(read more)

Demand drives FTTH and FTTH drives separation

2007-10-01T12:52:00Z

I believe demand for bandwidth and nations competing for a larger share of the worldwide GDP pie will drive investments in FTTH networks. Telcos feel the heat and are preparing investors for a large capex round. At the same time, realisation builds that there is value in both networks and services. Telcos are leaning toward the latter, and are preparing for their new roles by introducing sharing, outsourcing and separation. ...(read more)

Gaiacomm: mad scientists v. the establishment

2007-09-13T11:01:00Z

Gaiacomm claims to have superior technology to build a 4G wireless communications system. They need $15m to build a prototype. I cannot validate their claims, but I call on scientists to do so - or falsify them....(read more)

Google to enter the wireless market - one way or the other

2007-09-04T12:47:00Z

Google is working on all fronts to extends its position in the PC space to the wireless world....(read more)

Telecom Italia seems to be committed to the Netherlands

2007-08-01T12:57:00Z

Telecom Italia's bbned, of the Netherlands, is buying an ISP. It could signal further consolidation....(read more)

Is Amazon's opportunity twice eBay's?

2007-07-26T12:02:00Z

Amazon.com is getting expensive, when compared to eBay. Amazon must have a much bigger market opportunity, but does that justify being more than twice as expensive?...(read more)

Google beats Yahoo! almost everywhere

2007-07-24T08:06:00Z

Google beeted Yahoo! at almost all metrics at the recent Q2 reports....(read more)