Squawk Box June 6
For the Friday SquawkBox we did a roundup of a few of the stories from this past week.
- AT&T’s release yesterday of their NetReach bundle. Starting at $79.95 per month it gives you residential DSL, WiFi access at 17,000 US hotspots, and 3G data access. Competitively priced, apparently, but a game changer? Maybe not.
- Paul McGuiness, manager of U2, blames ISPs, handset manufacturers, and pretty much the whole world for the destruction of the music industry… this in a year when U2 made $355 million touring. We agree that he lives in an irony free zone.
- Verizons acquisition of Alltel for $27 billion!
- Jerry Yang and Carl ICahn? ICahn has been railing against Yahoo’s board, and publicly said that Yang is done if ICahn gets his way. We’re not very sympathetic to Yang’s plight.
- Windows XP gets rescued again… for some classes of device. Is the mantle of “cockroach OS” passing from DOS finally? Most on the call are still running XP, and many see themselves switching to a Mac when it comes time to upgrade. Ouch!
- Time Warner’s metered internet use trial. Om Malik says it’s the thin edge of the wedge. Calculations showed that the metered bandwidth was just enough to provide a non-compelling video experience. The call was full of Canadians who observed that we already have metered bandwidth usage in this country.
- And for grins, we did a roundup of the latest iPhone rumours including the infamous box shot from Australia…
On the call: Don Eidse, Jim Courtney, Misha Nossik, Adam Somer, Brian Sharwood, Bill Volk, Jonathan Jensen, and Todd Spraggins
