Comments
DHagar
7/25/2016 5:23:14 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
@Ariella, good reference diagram! Absolutely, Yahoo has lost value as to their platform and capability. Their value to Verizon, I believe, now is the technology capabilities, advertising as it still exists, markets (even though limited from its past), and possibly intellectual capability - as Verizon is moving into new areas.
This probably makes Yahoo a good purchase for them.
Ariella
7/25/2016 4:13:12 PM
User Rank Author
Re: Verizon & AT&T With NFV
From Yahoo's perspective, here's the tweet on the NY Times article:
DHagar
7/25/2016 2:19:43 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
@elizabethv - I am with you on that. Plus, they are in a stronger position now with buying Yahoo.
Ariella
7/25/2016 2:15:00 PM
User Rank Author
Re: Difference in confidence, taste, development, or philosophy?
@mpouraryan I'm sure we'll get more analysis on the purchase here. As for now, from what I hear about the effect on stock prices, the market doesn't think it's great for Yahoo or Verizon.
mpouraryan
7/24/2016 10:03:55 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
One could have made the same argument about the AOL Acquisition too. I have a sneaking suspicion it is more of a "patent buy" as in AOL vs. the properties--what is clear is that it is opportunity squandered for sure.....
Ariella
7/24/2016 9:59:05 PM
User Rank Author
Re: Difference in confidence, taste, development, or philosophy?
@mpouraryan I don't think Yahoo is worth that price now. What do you think?
mpouraryan
7/24/2016 7:20:09 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
As I enjoyed this discourse, I can't help but ask: What the community thinks about the $ 5 Bil apparent "cost" that Verizon will incur for Yahoo and how that will impact this that has been deliberated?
JohnBarnes
7/24/2016 5:03:57 PM
User Rank Platinum
Difference in confidence, taste, development, or philosophy?
So Verizon actually has much more of true VNF developed, and is now seeking business partners; AT&T has a smaller subset of VNF functions and is going more solo while trying to ramp up their architecture. Wonder if that's because Verizon is more committed (and thus confident), AT&T just prefers to be more in charge, a company with a smaller product set doesn't need a business partner as urgently, or one company started out as a spun-off Baby Bell looking for new opportunities and the other still has some of the philosophic approach they developed in decades as a near-monopoly?
I don't really see competing approaches as much as I see competitors trying different approaches; I would bet that if one approach proves clealry superior, the other company will switch to it almost instantly.
faryl
7/23/2016 10:09:33 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
Plus Cisco is an excellent company to partner with for this. It's a good reflection on AT&T that Cisco agreed/chose to partner with them.
dcawrey
7/23/2016 2:47:11 PM
User Rank Platinum
Re: Verizon and AT&T
I'm guessing the approaches are going to be different, and here are some of the ways I could see that playing out.
For one, it seems as though Verizon is going after the market it knows well: Customers very happy with its data services. In some martkets, AT&T has dominance at that, and will target accordingly. I think its all about leveraging those very specialized relationships.
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