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NYT's Uninformed War on Competition Policy

The New York Times editorial "How to Fix the Wireless Market," is embarrassingly uninformed and totally ignores massive obvious evidence of vibrant American wireless competition.

The NYT's conclusion, that more wireless regulation is needed because of "insufficient competition," results from cherry picking a few isolated facts that superficially support their case, while totally ignoring the overwhelming relevant evidence to the contrary.

The NYT completely ignores widely-available evidence of vibrant wireless competition and substitution:

Google's Playing with Antitrust Fire Courting Yahoo

Reports that Google is involved in financing a potential buyout offer of Yahoo’s core business indicate Google is playing with antitrust fire.

See my Forbes Tech Capitalist post here to learn why.

 

The Metamorphosis of Communications Competition -- A New Framework

For those seeking to better understand how communications competition has evolved, expanded, and accelerated to cloud communications competition, don't miss my new six-chart powerpoint presentation: "The Metamorphosis of Communications Competition," here.

My bottom line conclusion: The transformation of communications competition requires a transformation in communications law.

  • Specifically, the world has changed with technology, but obsolete technology-specific laws have not.
  • Communications policy obsolescence undermines infrastructure's utility and value and renders property less attractive and competitive.

I presented this new easy-to-understand framework for understanding exploding communications competition at a NetCompetition event today on Capitol Hill, which also featured excellent presentations by Jeff Eisenach, Managing Director of Navigant Economics, and Ev Ehrlich, President of ESC Company.

Why Google's Not a "Platform"

A Google engineer's rant about how Google does not "get" platforms creates the opportunity to learn why Google does not aspire to be a platform like its competitors do.

  • See my Forbes Tech Capitalist post here: "Why Google's not a Platform."

Google's Earnings Spotlight Its Antitrust Liabilities

Google's 3Q11 earnings call and release provided lots of new and relevant evidence to the many antitrust investigations of Google going on around the world.

  • See my Forbes Tech Capitalist post here that explains the four big antitrust takeaways from the Google earnings call.

Google 21st Century Robber Baron

See my Forbes post "Google 21st Century Robber Baron" which briefly tells the story of Google's Robber Baron rap sheet, in advance of Google's Wednesday Senate antitrust hearing.

  • The post is documented with 79 links to the supporting evidence.

The post also explains why Google's Board of Directors have been AWOL while all this scofflaw behavior has been going on.

Why Google's Motorola Patent Play Backfires -- My Forbes Tech Capitalist Post

I am now also a contributor for Forbes writing the Tech Capitalist blog:

  • Click here for my first post: Why Motorola's Patent Play Backfires.

FCC Denies the Effective Wireless Competition Staring it in the Face -- Internet Competition Series Part III

In another blow to its competition policy credibility and objectivity, the FCC's 308 page, 15th Wireless Competition Report, amazingly reached no conclusion about whether the wireless market was effectively competitive, despite overwhelming evidence of effective competition throughout the report and a dearth of evidence in the report of any discernible anti-competitive issues that would suggest the wireless market was somehow not effectively competitive.

 

  • The stark incongruity between the overwhelming evidence in the report, and the absence of what should have been an easy report conclusion that the wireless market is effectively competitive, is certainly not "data-driven policy making at work.
  • It appears to be politics at work to support and provide political cover for the FCC's maverick policy desire to promote de-competition policy and more expansive FCC economic regulation and common carrier-like duties a la net neutrality and data roaming -- in the face of strong opposition from Congress and the Courts that the FCC is over-reaching its statutory authority.

 

If only the FCC absorbed the significance of the data compiled in their own report, the FCC would conclude that the wireless market was effectively competitive.

 

FTC-Google Antitrust Primer: Top Ten Q&A

Find an FTC-Google Antitrust Primer here that asks and answers the Top Ten Questions about:

  • Google's admission it has received a subpoena and is under formal investigation by the Federal Trade Commission for antitrust violations; and
  • What the FTC is likely investigating and thinking, given that the FTC cannot comment on an ongoing investigation.

This primer is based on a combination of new analysis and an update of the best of four years of Google antitrust research, which can be found at: www.Googleopoly.net.

The Top Ten Q&A are:

Google has 93.7% Share of U.S. Search Revenues & Is Rapidly Taking Share

 

With reports of the FTC's looming antitrust investigation of Google, it is highly-relevant that Google now has ~93.7% of U.S. revenue share of search advertising and that Google has taken ~26% of the search advertising revenue share that it did not have a year ago.

  • Google continues to relentlessly gobble up massive search advertising revenue share from its only significant competitors, Yahoo and Microsoft (which have combined forces in search in the last year), in part because:
    • Google's relevant search revenues are 24x bigger than Yahoo's and 39x bigger that Microsoft's; and
    • Google is growing its huge search revenue base so much faster -- +27% to Yahoo's -19% and Microsoft's +14%.
      • (These revenue share calculations are relatively easy to do -- they are explained in detail at the end of this post.)

 

Many do not realize that antitrust authorities already believe that Google is a monopoly, because the most commonly cited market share numbers in the media are from ComScore, which tracks share of searches not search advertising revenue share.

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Q&A One Pager Debunking Net Neutrality Myths