March 2010 - Leadership Blog

  • Dumb Pipe vs. Smart Pipe: A Futile Discussion?

    My background is not in telecom or software development, but business. Perhaps that is why I get lost in translation when our industry discusses the future role of Communications Service Providers (CSPs) in terms of dumb pipes or smart pipes. In my view, the discussion should probably go in a different direction. According to Wikipedia, the term smart pipe refers to “an operator’s network which leverages existing or unique service capabilities as well as the operator’s own customer relationships...
  • iPad Economics 101

    The iPad is not the elusive “second side” of the telco business model. Nevertheless the economics of the deal between Apple and at&t can be used as a primary example of the types of new business models that CFO’s of service providers need to consider experimenting with in order to replace the long, slow decline of their fixed-line businesses. It also can serve as a model of how to work with other device manufacturers in the future. When the iPad was announced on January 27th of this year with...

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