18 May 2006
Online, down the line
Marc Goldberg
I had the opportunity to take part as a speaker on an investor panel at the recent Total Telecom World Telecommunications Congress in Geneva. The panel was interesting - a strange dialogue between happy VCs funding disruptive telecommunication technologies (VoIP, IP convergence etc…) and troubled telecom executives.
The key lessons from the conference can be structured as follows (those note are based on the minutes/comments taken by E. Jouanne from Occam Conseil).
Network infrastructure
The industry in experiencing cycles of maturation with similar patterns: “Invest → chase volume → price down → competition eliminated → consolidation”, today the number of “Baby Bells” is down to 2.5.
The price of...
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