arbitrage

Pulver on the 712 carriers

by alec on April 15, 2007

Jeff has been writing about the arbitrage situation with the rural carriers and the incumbents.  His opinion is worth reading, as well as the comments on the original post.  The consensus seems to be that the rurals are within their rights, but the system is broken.

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Andy on Skype / EBay

by alec on September 12, 2005

Andy Abramson has similar analysis as my last posting (plus a big Neener-neener!!!! to Om Malik :) ) here

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Mark Evans on EBay / Skype

September 12, 2005

Mark Evans writes: Here’s my initial take on why eBay made the deal. Part of it has to be defensive. It has become increasingly obvious the Web will be dominated by a handful of large companies (eBay, Google, Amazon, AOL, Microsoft and Yahoo and News Corp. if it keeps making acquisitions). The key consideration is [...]

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