In 2008, Next Inning Editor
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In response to member inquiries, McWilliams wrote, "Today, the biggest challenges in the domestic video markets are much more attributable to our regulatory and legal environment than to technology or even to the availability of capital. This opinion is based on personal conversations with executive vice presidents at the three largest service providers in the U.S. as well as senior VPs from Cisco's routing and video delivery business groups."
McWilliams also looks at these topics:
-- Is Google a safe bet to dominate a piece of the video infrastructure equation?
-- Last month, McWilliams wrote that Qualcomm was likely to win an iPhone design at Infineon's expense. Now that this prediction appears to have played out as McWilliams expected, what else does he see in store for Qualcomm?
-- How well are telecom firms like Verizon and AT&T positioned to compete with cable and satellite firms in the "triple play" market?
-- Which small cap tech stock is likely to be a big winner as result of shifting paradigms in the video marketplace?
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