How the mighty have fallen

If this post from GigaOm doesn't help you to understand why there is so much energy being put into niches like CEBP and the broader topic of Telco 2.0 then you are still buying buggywhips.

Given the major telcos focus on huge capex investments in wireless or fios and their current debt structures it is hard to see how the US players are going to continue to dominate. At least the European players are being aggressive in trying to reinvent themselves using new and competitive business models.

I would love to see a comparison of US Telcos now relative to US Automobile manufacturers a generation ago. As we have seen with GM it becomes a long, slow slide into bankruptcy.

More importantly, given that the telco hardware/software vendors tend to provide the forward thinking R&D work required by the Telco service providers it is hard to believe these service providers will once again get back into the R&D business.

This GigaOm article should be saved and reposted in 2019 as an explanation for what happened to the US Telco market.