Name your 1200 pound gorilla

a “Titanium Class mega-uber value” reader writes in James’ blog with the following view of IBM’s impending impact on VoIP.

Simply put, IBM is a force for change in the corporate world. When IBM comes out in favour of VoIP particular as it rolls out its VoIP platform, particularly through the IBM Global Services arm, the current hemorrhaging of the telcos is going to seem like a minor cut. IBM blessing plus the savings of VoIP (or more accurately a converged IP network) will convince many corporations to jump whole heartedly into the converged IP camp.

The posts starts with the following “IBM simply isn’t a consumer-facing company” That’s very true, My team for example, never touches a single consumer, which is why it’s been slightly difficult to get too worried about skype et al and to an extent the net neutrality argument isn’t that big a problem for me in the corporate telecoms space. It’s a corporate thing going on at IBM, we’re a company that businesses trust and maybe some consumers don’t trust, which is bad. But it’s why I take posts like this with a little pinch of salt, yes customer focus is key to any successful business, but old order and new order, come on. That’s just trying to justify new companies. You can do that without having to denigrate the old (read IBM).

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Network Neutrality: The PR blitz is underway

The network neutrality war is just starting to heat up. A campaign to make new fees for existing Internet services palatable is underway. At stake is the ability of the Internet to scale from the edges or a surrender and return to a telco-dominated network like the one that collapsed under open competition in the 1990s. [via]

This topic is starting to pick up steam again, it’s been bubbling under the covers for a while (here and here) and now it looks like it’s an argument, sorry topic that will bubble up for a while yet. Could it be the start of the end of the internet as we know it today?

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Vodafone’s Greek Tragedy

The Observer had an interesting story yesterday about the spy case that’s going on in Greece right now. Vodafone, according to the story, bugged the phones of more than 100 Greek senior officials including thier Prime Minister Costas Karamanlis. Vodafone Greece’s decision to withhold documents belonging to Costas Tslikides, the networks planning manager who commited suicide, has enraged the National independatn Telecoms security watchdog.

I guess this is another case of the murky side of Telecoms

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AT&T to splash $8.5bn

AT&T announced plans to expand its network throughout the U.S., Europe, the Middle East, Africa, Asia, and Latin America.  The investment will be part of its 2006 CAPEX plan, which the company expects to be between $8 billion and $8.5 billion.  The company’s plans include expanding its remote access points in 150 countries, doubling its DSL coverage for business customers through alliances with local carriers, tripling Ethernet connectivity in countries and enhancing satellite, Wi-Fi and wireless access worldwide

$8.5bn sounds a lot, but I wonder how much is split between the US, EMEA and LA?. As I’m sure that an FTTP roll out in a major US city would swallow a lot of that cash pretty quickly.