The death of Telco as we know it !
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This from one of the most conservative Telco CEOs in Europe
Or should it be called " why the Iphone - Pad and Android will rule the world " Get out of telco stocks NOW unless they really get it !! ----------------------------------------------------- http://www.forbes.com/2010/08/06/lombard-microsoft-apple-google-intelligent-investing-france-telecom.html?boxes=Homepagelight Alexandra Zendrian, Forbes: How do you anticipate this year will go for France Telecom ( FTE - news - people )?
Lombard: 2010 is a major year for the telecom sector
worldwide. People have made a lot of moves with evolution of Internet
and activity of telecoms. What is happening right now is restructuring
for the sector. Usually the way it works is the customer selected the
telco and he enjoys having the Internet, phone, etc. The ecosystem is
organized around the telco, with additional services coming form a lot
of players. Now the data traffic in mobile is exploding, which means
that all customers worldwide are using the phone as portable PC--not
just with the neighbors and friends but also a tool to be fully
integrated into the network. The big revolution which is happening now is that in the future the customer will choose first the services they want and the device in which they will receive the services. The secondary requirement will be the network. We've reversed the model. The customer is fully interested by service and device and content and the network is an accessory. They think that they can find the network anywhere. It's a drastic change in business model. There needs to be an investment in these different parts to be sure that the model we have can go on. We have to be sure that each part will get necessary financing to invest at minimum level to ensure services. The networks, where the initial telephone network was installed a long time ago. No one had to pay for new networks for a while. And now fiber optics came along, which cost billions. You have to be sure that someone will pay for the investment. You have to be sure that content provider have to find some part of the revenue. The new model that I described which starts from service provider guarantees that the revenues will reach these areas. The fiber is very expensive because the solution which is very efficient is to use this. We will wire each individual home. This works in comparison to what happened during the last century. We will do something like that in five years. The work wasn't done by our predecessors in 80 years. So there's an acceleration of the investment period and a lot of additional expense with new technologies. The characteristics of the new digital world is that everything is under the control of powerful software. ---------------------------------------------------------------------------------- -- -------------------------------------- Peter Baston IDEAS business technology integration www.ideapete.com Cell: 505-690-3627 Mailto:[hidden email] ============================================================ FRIAM Applied Complexity Group listserv Meets Fridays 9a-11:30 at cafe at St. John's College lectures, archives, unsubscribe, maps at http://www.friam.org |
Re: The death of Telco as we know it !
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Interesting, and applicable in philosophy to everything else that's going on, cf Friedman etc.
Tory On Aug 7, 2010, at 1:44 PM, peter baston wrote: This from one of the most conservative Telco CEOs in Europe ----------------------------------- TORY HUGHES Tory Hughes website ------------------------------------ ============================================================ FRIAM Applied Complexity Group listserv Meets Fridays 9a-11:30 at cafe at St. John's College lectures, archives, unsubscribe, maps at http://www.friam.org |
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