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DHagar
DHagar
10/27/2016 6:22:42 PM
User Rank
Platinum
Re: Tw + att
@JamesWarner, outstanding assessment and outline of real-world status on the transformation for CSP's!  That makes great sense and I believe is quite accurate.

Thanks for sharing piece you wrote - great insights - with those insights, self-promotion is most welcome!

Thanks for sharing your expertise!

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James Warner
James Warner
10/27/2016 2:39:35 PM
User Rank
Author
Re: Tw + att
@DHagar - Apologies for the delay.  My way of thinking has 2 parts.  1. A somewhat radical business model shift for telcos and, 2. A technology platform to support said model.

I actually think the CSPs are close to the answer.  Their error, IMHO, is they are trying to re-invent themselves without shedding the model they've grown accustomed to for the last 30+ years.  And all the while, the market is mutating faster than they are changing.

At the risk of self-promotion, I wrote an article last week on the business model aspect and will follow that up with one on the platform.  They key is open and automated on-boarding.

http://www.telcotransformation.com/author.asp?section_id=401&doc_id=727082

 

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DHagar
DHagar
10/26/2016 5:14:37 PM
User Rank
Platinum
Re: Regulations
@elizabethv, it definitely is true that if you have an elephant in the bathtub that is going to change the dynamics in the markets and potential squeeze out the smaller players. 

I notice that there is already speculation that this merger would make AT&T larger than Disney and that there is pressure now on Disney to consider another acquisition (maybe Netflix) to add content and retake #1.

While everyone is fighting over being #1, if you make the cost of entry - or opportunity to make a sustainable profit - too steep you will limit the competition.  That would indeed inhibit continued innovation and/or new consumer choices.

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elizabethv
elizabethv
10/26/2016 4:51:49 PM
User Rank
Platinum
Re: Regulations
@DHagar - I would speculate without a doubt these mega corporations are trying to take over the market. They likely just want you to think it's unintended so you leave them alone and let them take whatever they can. I'll just have to sit and hope that regulations work as they should and keep something like this from happening. But also prepare for it to happen anyway, because that's just how things tend to go anymore. 

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elizabethv
elizabethv
10/26/2016 4:49:28 PM
User Rank
Platinum
Re: Time Warner merges with AT&T
@faryl - I would almost see it as less "conflict-of-interest" and more trying to corner the market. If you can get the two aspects of telco working together harmoniously, they would likely be able to walk away with advantages other companies just don't have. 

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faryl
faryl
10/25/2016 10:04:01 PM
User Rank
Platinum
Re: Regulations
I agree. I hadn't realized it still needs FCC approval - have only had a chance to browse headlines until now, so thought it was a done deal.

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faryl
faryl
10/25/2016 9:52:49 PM
User Rank
Platinum
Re: Time Warner merges with AT&T
It hadn't occurred to me there was a distinction. That makes it seem less monopoly-ish and more potential conflict-of-interest-y to me now.

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faryl
faryl
10/25/2016 9:46:10 PM
User Rank
Platinum
Re: costs
I love that analogy - great imagery!

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DHagar
DHagar
10/25/2016 6:01:21 PM
User Rank
Platinum
Re: Tw + att
@JamesWarner, you have my interest - I believe the meta-merger may be a well-worn but less successful model.  I am interested in your alternative method.

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James Warner
James Warner
10/25/2016 5:56:27 PM
User Rank
Author
Re: Tw + att
@DHagar   No disagreement.  Call me a cynic but I happen to believe there is another way to achieve network/content/services synergy without having to undertake a mega-merger with all its associated downsides (less competition, lower customer service, slower moving, etc.).

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