Wednesday, July 14, 2004

Trends afgelopen week:

Telecom:
• FTTH: plan Rotterdam, binnen 10 jr
• VoIP: CATV Mexico wil entree, wacht op regelgeving; AT&T CallVantage nu in 100 steden
• VoDSL: intr door KPN tbv SME; QSC intr stand-alone voice
• WiFi: The Cloud in wholesale, funding door 3i en Accel
• SMS: ART start consulting operators over prijsvorming
• MVNO: Phone House (Carphone Warehouse) op Orange Fra
• M&A: TeliaSonera acq Orange Den (van 4 naar 3 spelers)
• Staatsbelang: gerucht verkoop FT
• IPO: Virgin Mobile UK prijsrange; Pages Jaunes (FT) geslaagd

Internet:
• IM: acq Davidhill Capital door Sina.com
• Email: Walla (Isr) intr 1 GB free storage; acq Oddpost door Yahoo!
• Soc networking: plan entrée Evite (IAC)
• Games: grote releases vanaf begin aug ("Doom III", "Halo 2", "Grand Theft Auto: San Andreas", "Metroid Prime 2", "Metal Gear Solid 3", "Half-Life 2", "Gran Turismo 4")
• IPO: Google naar NASDAQ
• M&A: Yahoo!, WebMD, Google

Media:
• Film/muziek: 2 Portable Media Centers in aantocht (‘Zen’ van Creative (aug) en ‘YH-999’ van Samsung (Sep), beide obv Microsoft, c $500, 20 GB)
• Muziek: iTunes 100m tracks verkocht

1 comment:

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