Telecommunications

Natural-monopoly economics, regulated returns and a boom-bust capex cycle; the recurring question is who owns the last mile.

6 books

Start here

  1. The Idea FactoryJon Gertner, 2012
  2. The Deal of the CenturySteve Coll, 1986
  3. The Master SwitchTim Wu, 2010

Books 6

Tim Wu · 2010 · The recurring open-to-closed cycle in information industries.
Jon Gertner · 2012 · Bell Labs and what monopoly rents bought in basic research.
Steve Coll · 1986 · The breakup of AT&T.
Om Malik · 2003 · The fibre overbuild and the telecom bust.
Lisa Endlich · 2004 · Lucent and the collapse of the equipment vendors.
George Gilder · 2000 · Bandwidth-abundance thesis; useful as a period document of the bubble.