Lynne Kiesling Yesterday’s announcement that the US DOJ would challenge the merger of AT&T’s wireless business with T-Mobile’s was surprising, and their approach to the merger seems to be more conventional and rooted in old HHI-market share and price effect metrics. Their analysis suggests that due to the substantial overlap in the existing separate AT&T … More Quality, broadband, and spectrum: What the DOJ’s AT&T/T-Mobile lawsuit misses
Michael Giberson Jonathan Knee argues that Netflix is succeeding the way big media companies always have succeeded, in a time where such opportunities are less frequent than before. From The Atlantic: The economic structure of the media business is not fundamentally different from that of business in general. The most-prevalent sources of industrial strength are … More Don’t bet against Netflix, at least not now
Lynne Kiesling Jim Surowiecki has a New Yorker column on cable bundling that does a good job of explaining some of the reasons why bundling benefits all interested parties in the transaction — the cable provider, the content provider, and the consumer. His analysis provides several examples of comparing a policy with the most likely … More Some economics of cable content bundling
Michael Giberson Last year thousands of Florida consumers called the state to complain about price gouging on gasoline after Hurricane Ike. This year, hoteliers, gas stations, and other business owners are saying they are being price gouged by the Florida Department of Transportation. The issue: the fee the state charges business owners who wish to … More Is Florida agency price gouging or just charging what the market will bear?
Lynne Kiesling My colleague Shane Greenstein does very interesting work on industrial organization and networks in Internet-related industries. These insights also bubble up when he is reflecting on his personal experience in his recent family holiday travels, as related on his blog. Here he relates what they found on their recent travels to northern Wyoming, … More Shane Greenstein on remote connectivity
Lynne Kiesling Even if it doesn’t end up being the disruptive innovation that these articles suggest, Verizon’s MiFI personal wifi hotspot device makes my little Schumpeterian heart go pitter-pat. Released yesterday, the Verizon MiFi (device by Novatel) is a credit-card sized 3G wireless router that can provide wireless Internet connection for up to 5 devices. … More Perennial gale of creative destruction, personal wireless division
Lynne Kiesling I am happy to have seen more nuanced net neutrality discussions this fall than in the past. In November this Eric Raymond post caught my eye because it dealt with the problems a libertarian faces in net neutrality policy: Mistake #1 for libertarians to avoid is falling for the telcos’ “we’re pro-free market” … More More nuanced net neutrality discussions