Friday, January 4, 2008

The ARPU Gap is the Issue

One might quibble with the precise Yankee Group numbers indicated here for voice and data average revenue per user. What remains incontestable is that there is a revenue gap between voice and data services, on either the wired or wireless business segments. So as broadband starts to become the foundation service upon which other applications and revenue streams are built, there is immense work to be done. I suppose everybody knows this, by now.

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"Live by the Sword, Die by the Sword"

It is a fair question to wonder how global high-performance computing capacity might change if interests that want slower or little AI data ...