Where will the next tranche of telecoms revenue come from. The conventional wisdom is that we will continue to grow and grow the available fixed and mobile bandwidth, and we will then monetize this through the delivery of multimedia entertainment services. I just don't buy this vision of the future.
Next week on Tuesday March 16, 2010, the United States federal government (FCC) and current administration will unveil the nation's first National Broadband Plan for this nation. I'm eager to see how the administration is going to play several fundamental policy decisions that will determine the next chapter in Communication Service Providers (CSP) collective ability to make a decent return for shareholders.