According to a recent survey commissioned by Amdocs, 100 percent of service provider executives in the U.S. and U.K. communications markets think they will buy, sell or merge with one or more firms within the next 12 months. 100 percent! All of them! So ignoring new company formation, and assuming each of the providers carries through, we might forecast a reduction by 50 percent of the number of communications service providers in the U.S. and U.K. markets, within about a year. One also then would expect a similar consolidation on the supplier side of the industry.
Thursday, November 16, 2006
Yikes!
According to a recent survey commissioned by Amdocs, 100 percent of service provider executives in the U.S. and U.K. communications markets think they will buy, sell or merge with one or more firms within the next 12 months. 100 percent! All of them! So ignoring new company formation, and assuming each of the providers carries through, we might forecast a reduction by 50 percent of the number of communications service providers in the U.S. and U.K. markets, within about a year. One also then would expect a similar consolidation on the supplier side of the industry.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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