"How can you write thatit wasn't in our press release?" or "we never
announced that" would seem ridiculous questions to ask a journalist, but that's
essentially what happened, yet again. My response is "Do I have a mistake?"
"Massimo Sorbara is respected by everyone," I wrote last issue, so I was
very surprised to get an e-mail "I know [Massimo Sorbara] will perform his
duties as T1E1.4 Chair as fairly as any human can. On a scale of 1-to-10,
Massimo's professional ethics are a 10. " from a distinguished member of the
committee. If anyone took what I wrote as a criticism of Sorbara, please read
it again. "Massimo Sorbara, Chair of T1E1.4, is respected by everyone" I added
he "is on the spot because his own employer, Globespan, has been a supporter
of one camp, DMT, for a year." John Egan, one of the strongest proponents
of QAM, went out of his way to compliment Sorbara as well. I personally believe
the committee should take extraordinary steps to counteract any perceptions,
however, given how high the stakes may be and the many assertions already
made by both sides.
Briefs
Kazaa may scare the record companies, but major corporations know what
people want. Dell, Hilton, and a major telco were recent advertisers on the
service, perhaps not directly.
People
Mark Kersey of ARS writes, "Is it possible that they're positioning [newly
promoted] Stankey or Blase as Whitacre's heir apparent?" Everyone's watching
hard. SBC, for better or worse, is what an insider calls "a command and control
environment", which has the unfortunate effect that strong independent folk
rarely get near the top. The CEO at SBC has near total power, so the very
close knit team at the top is surely lobbying hard to keep the job in-house.
Sean Belanger of Paradyne surprised me when reviewing some recent bids.
I would have assumed that Asian manufacturers had a major cost advantage,
but he's been able to stay very close despite producing the DSLAMs in the
U.S.
ADC is "actively shopping for a $100-300 million annual revenue business
that would closely complement one or more of its existing product lines, possibly
its fiber connectivity business" Rich Church of Wachovia reports after speaking
with their CFO. ADC has had a core business in HDSL/T1 service, and I can
think of a few candidates with complementary technology if not the revenue.
Stories not written. (Suggestions and comments welcome,
although I never seem to catch up.)
Bell fiberwhy they will or won't, and how to win the contract of
the century.
Bruce Kushnick views, as the press looks to him for the Bells past promises.
(Notemy best guess is the build is finally on, but very slow.)
Little telcos that can: Arrival, Surewest,
SBC Yahoo customer tracking (David Lazurus in the SF Chronicle has been
devastating.)
Rural Carolina finding its own way
Beyond Yahoo BB: Japanese ISPs build VOIP interconnects.
Copyright 2003 Dave Burstein.
The DSL Prime Newsletter is reprinted with permission.
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