If you are the sort of person who enjoys deep thinking about the future of the telecom business, it always makes sense to listen to Martin Geddes. Here's a new presentation he's worked up. The formal topic was how to deal with over the top apps.
As has been the case recently, Martin's thinking about access as a trading space figure prominently into the analysis of what's wrong, and how to fix it.
What I also found significant was Martin's thinking about what others might call value-based pricing. And that means "network neutrality," such as policies that forbid offering consumers class of service or quality of service mechanisms, will doom access providers to an unprofitable future.
Tuesday, August 27, 2013
"Net Neutrality" Will Kill the Teleconm Business
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Subscribe to:
Post Comments (Atom)
Are ISPs Overselling the Value of Higher Speeds?
In the communications connectivity business, mobile or fixed, “more bandwidth” is an unchallenged good. And, to be sure, higher speeds have ...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...


No comments:
Post a Comment