For the record, I did a phone consultation through Standard and Poor's
Vista division for a modest (few hundred dollar) fee, answering a mutual
fund's questions about telco video strategies. I have done three similar
ones for Gerson Lehrman. I have also been treated to generous meals
lately by several chipmakers. The publisher (Dave Burstein) has determined
the editor (Dave Burstein) is not infringing this publication's conflict
of interest rules by so doing.
"We're sorry, all circuits are busy now." I heard that twice one
day, and far too often on my Vonage line. Both times, I went over to
my Verizon line and got right through, so the problem wasn't on T-Mobile.
A few days later, I got a "please try your call later message." I got
a "circuits busy" message again today, after dialing 1-212 to begin
a New York call. Echo and call quality have been abysmal as well, even
though my Verizon line tests consistently at 2.5Mbps/600Kbps and I make
sure nothing else is going over my connection. I wouldn't report this
if I hadn't heard far too many similar complaints. A good company, good
plans, apparently just growing faster than they can support.
Darren Entwhistle of Telus has always been gracious to me, and offered
interesting thoughts about his DSL plans. Nevertheless, I was glad I
missed him at the Goldman Sachs meeting, because it would have been
hard to shake his hand given the company's active efforts against their
union. That's particularly tasteless as they announce breakthrough profit
increases. Beyond the issue of right and wrong, fighting your own workers
is typically a very dumb move for the company's future.
Verizon is a strong example of the cost of the terrible morale after
repeated union battles. Verizon at the top has the most effective thinking
about the future of any telco in North America; at the technician level,
the anger is so extreme it only sometimes stops short of sabotage. The
employee passive resistance has gotten worse the last few years, as
CIO inspired operational plans rarely reflect the complexity of the
actual situation and result in frustrated employees and customers angry
they've been treated. A little more basic respect and consultation with
the people who have to do the work would dramatically improve the operation.
Press
The Merc graciously named Om Malik "Scoop" because he's been beating
all of us so often it's getting embarrassing. The N.Y. Times already
has John Markoff on a similar beat, but might have to offer Om a job
before the WSJ steps in. Most impressive is the way "GoogleNet," a term
he coined, became part of the language within months.
Discussing the best telecom reporting, a D.C. reporter complimented
Ted Hearn for his "great institutional knowledge," and agreed with my
respect for George Leopold and Jonathan Krim. Pity the big media are
so weak in our field, especially one reporter busy winning awards for
his securities reporting while his other beat, communications, is virtually
ignored. Mike Powell at PFF complained that reporters never took the
time to listen to what he had to say. In fact, every telecom reporter
I know wanted more time with Powell, who was hard to reach but highly
quotable when you did. Then I realized he really was speaking of one
grande dame paper and a particular reporter.
People
Dorothy Attwood, SBC's woman in D.C., is moving closer to corporate
headquarters in Texas but retaining her current position.
Bram Cohen of Bit Torrent raised $8.75 million from VC David Chao
of Doll Capital Management, It's no shame to be poor, but it's no honor
either, I guess.
Upzide, Mikael Isaksson's Swedish chip design company, received additional
funding from Emano and Lunova. Isaksson, a VDSL pioneer, has cooperated
with Tensilica for an advanced VDSL2 Data Path design. There's no public
announcement of licensees, but I note Tensilica processing cores are
also licensed by Broadcom, Conexant, Ikanos, Marvell, and STMicroelectronics.
. .
Copyright 2005 Dave Burstein.
The DSL Prime Newsletter is reprinted with permission.
"The power of the printing press belongs solely to those who own the
presses"
A.J. Leibling
The Internet is the cheapest printing press ever invented.