When NBC Universal and News Corp. hatched plans for a competitor to YouTube, the cynics were laughing already. continue reading...

Yesterday, Think Equity suggested that fears over the AT&T/Yahoo! deal were overdone:

TE Internet William Morrison thinks the Street is over-estimating the potential hit from the loss of the current AT&T deal, which provides per-subscriber revenue for their jointly marketed Internet access service. He says that some Street estimates put the revenue at risk from Yahoo’s broadband access business at $300 million to $600 million. But he contends that the AT&T deal generates only $200 million in annual revenue now out of an estimated total $275 million total access business. continue reading...

It’s easy to knock AT&T as a large, slow corporation, but listening to De La Vega and seeing some of the things coming out of AT&T Labs, you’d almost think, “by golly, AT&T gets it!”

If AT&T accomplishes ever a portion of what it’s setting out to do, IPTV can be a very important piece of the puzzle. continue reading...