Telecom’s Perfect Storm
Posted by talkster on October 18, 2006
Having weathered what seems to be the worst of the post-bubble melt down, the telecom industry finds itself in relatively calm waters. Sales have largely recovered, and the necessary industry consolidation is gradually rationalizing the imbalance between supply and demand.
While traditional industry players (service providers and vendors) continue to sort themselves out, new players like Skype (Voice Over IP), Digium (Open Source Private Branch eXchanges), and Toronto Hydro Telecom (Municipal WiFi Network) are entering the industry with disruptive technologies and business models. As carriers deal with these new competitive challenges, and equipment vendors are distracted with consolidation politics, a storm is brewing that has barely begun to register on the radar of many of these traditional telecom companies. They are in the eye of a perfect storm.