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The Telecom Digest for October 6, 2012
Volume 31 : Issue 233 : "text" Format
Messages in this Issue:
Former Verizon Wireless engineer sentenced on fraud scheme (Bill Horne)
T-Mobile USA's value down $13 billion since failed AT&T deal (Bill Horne)
Re: AT&T Deploys More Fuel Cells in its Sites (Paul W. Schleck)

====== 31 years of TELECOM Digest -- Founded August 21, 1981 ======

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Date: Fri, 05 Oct 2012 14:10:15 -0400 From: Bill Horne <bill@horneQRM.net> To: telecomdigestmoderator.remove-this@and-this-too.telecom-digest.org. Subject: Former Verizon Wireless engineer sentenced on fraud scheme Message-ID: <k4n7q8$r7b$1@dont-email.me> Former Verizon Wireless engineer sentenced on fraud scheme An FBI press release dated Oct. 3, 2012 announced that Michael W. Baxter, 62, of Ball Ground, Georgia, was sentenced today by Senior United States District Judge J. Owen Forrester to serve four years in federal prison on charges of wire fraud in connection with a scheme to steal millions of dollars in high-value network communications equipment from Cisco Systems Inc. and his employer, Verizon Wireless, while employed as a network engineer for Verizon between 2000 and 2010. October 5, 2012 by Joel Hendon http://www.examiner.com/article/former-verizon-wireless-engineer-sentenced-on-fraud-scheme -- Bill Horne (Remove QRM from my address to write to me directly)
Date: Fri, 05 Oct 2012 14:03:13 -0400 From: Bill Horne <bill@horneQRM.net> To: telecomdigestmoderator.remove-this@and-this-too.telecom-digest.org. Subject: T-Mobile USA's value down $13 billion since failed AT&T deal Message-ID: <k4n7d0$l1d$1@dont-email.me> T-Mobile USA's value down $13 billion since failed AT&T deal By CORNELIUS RAHN & JOSEPH DE WECK Bloomberg News Published: 10/5/2012 1:48 AM Last Modified: 10/5/2012 4:57 AM Deutsche Telekom AG's agreement to merge T-Mobile USA with MetroPCS Communications Inc. reveals how the value of its T-Mobile unit may have dropped by $13 billion amid client losses following a failed sale to AT&T Inc. last year. http://www.tulsaworld.com/business/article.aspx?subjectid=52&articleid=20121005_52_E3_ULNSoi571908 -- Bill Horne (Remove QRM from my address to write to me directly)
Date: 5 Oct 2012 13:35:01 -0500 From: "Paul W. Schleck" <pschleck@novia.net> To: telecomdigestmoderator.remove-this@and-this-too.telecom-digest.org. Subject: Re: AT&T Deploys More Fuel Cells in its Sites Message-ID: <506f27f3$0$97799$540ea2cf@novia.net> -----BEGIN PGP SIGNED MESSAGE----- Hash: SHA1 In <k4l8ar$5mf$1@dont-email.me> Bill Horne <bill@horneQRM.net> writes: >Bloom Energy continues to gain traction for its fuel cell technology >with major data center operators. AT&T said today that it will purchase >an additional 9.6 megawatts of fuel cell capacity, which will make it >Bloom Energy's largest non-utility customer. I saw the 60 Minutes piece on this company (Bloom Energy) and its fuel cell technology back in 2010: http://www.cbsnews.com/8301-18560_162-6221135.html and have a couple of observations and questions: - The physics/thermodynamics/engineering behind fuel cells are well-established. They aren't trying to exceed known science, or do some sneaky end-run around limits, or even present something that's not reproducible. So that's ruled out as an obvious rebuttal. - Past limitations of fuel cells include the need to fabricate plates from expensive precious metals (platinum, palladium), run at very high temperatures, use a relatively pure and expensive fuel source such as Hydrogen, as well as engineer something that will be reliable over the required decades-long service life to recover investment. - Like solar panels, the return-on-investment is measured over decades, extremely vulnerable to failure of expensive components well before that required long service life, and distorted by heavy government subsidies. - Using natural gas to generate a significant amount of U.S. electrical demands (versus the present mostly hydro/coal/nuclear) may run up the prices of natural gas and further extend or even eliminate a finite return-on-investment timeline. Are other alternatives like biomass-sourced methane realistic? - Is this really carbon-neutral? What are the impact on emissions, particularly emissions-sensitive regions of the country such as California? - There's clearly a generous dollop of IPO hype over all of this, including "Appeals to Authority" testimonials by Arnold Schwarzenegger, Colin Powell, etc. Also, what are early customers like eBay, Google, AT&T, etc., getting out of this? - How probable is it that a small company developed revolutionary breakthroughs overlooked by GE, Siemens, Phillips, and other companies with decades (or even century+) long experience with power generation? The "David and Goliath" narrative sounds nice, and is used often in the computer industry (e.g., HP declining to follow up on the technologies that Apple later ran with), but is sometimes overused in contexts where it is not completely credible. One expert interviewed for the 60 Minutes piece estimated that there is about a 20% chance this will wind up in people's homes in 10 years, and if so, it will say "GE" on it. In short, how unique is their proprietary "secret sauce" in this, and could it be easily reverse-engineered by GE, Siemens, Phillips, etc., either bringing different patents to the table, or just waiting out the Bloom Box patents and overtaking the market with something of their own? - -- Paul W. Schleck pschleck@novia.net http://www.novia.net/~pschleck/ Finger pschleck@novia.net for PGP Public Key iEYEARECAAYFAlBvJ7YACgkQ6Pj0az779o46/ACgrVaRImyCEAdOYCBH6xkeY4ww BjIAniG/wJsRh83HRoW1opIB9qqMmh3q =aiYU -----END PGP SIGNATURE-----
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