Telco 2.0 offers a wonderful post and analysis... "We’ve picked 21 of the biggest trends we see unfolding, but nothing is neatly segmented into calendar years, so we’re not wagering too much on the timing of any of these events.
Key highlights we discuss below include how:
* investors are following the wrong KPIs.
* the network doesn’t just stop at the central office or cell tower any more.
* ‘open’ turns out to be easy to say, hard to do.
* enabling boring business processes brings bountiful bundles of cash.
* new networks don’t need old revenue models.
* hardware goes soft, and we don’t just you’ll get a new leather pouch for your mobile.
* telco plumbers go well with IT electricians.
* telcos may be aspiring media stars, but our panel voted ‘no’.
* we say goodbye to ‘ISP’, hello to ‘MSP’.
* ‘two-sided’ sounds like an insult, but turns out to be a compliment.
* ‘wholesale’ and ‘sexy’ mysteriously get conjoined.
* nobody gets to be neutral on network neutrality.
* spectrum is like clean air: everyone wants it, nobody wants to pay for it.
* regulators find themselves coupled with telcos on a waterbed.
* privacy trumps piracy.
* everyone pretends to be environmentally sound when all they want is to work in their dressing gown.
* ‘mobile’ turns into a four-letter word.
* iPhone meets my phone
* emerging market voice and messaging isn’t just cheap and cheerful, but dangerously different
* voice gets absorbed by the Internet borg
* everyone wants to be a telco, except telcos"
