Last week I attended Dan Berninger’s Voice Communication Exchange Committee. It was an interesting event with people gathered from carriers, associations, vendors and regulators. The event sparked a good discussion and Dan brought up some interesting points.
His definition of an All IP Telco is as follows:
- IP enabled devices as end points
- IP from user to service provider (OTT or IPS)
- IP service interworking between service providers
- Connectivity and service agnostic architecture
To Dan’s credit he has gathered people to discuss the issue of turning off the PSTN for a few years now and his story keeps evolving. However, one theme is very accurate which is that the value in the network is more in software than in hardware. When you look at the revenues involved in computing and communications they are both trillion dollar industries. However, when you look at their evaluations the computing side of the shop has a 4x valuation over their communication shop.
And yet communications is becoming more and more of computing environment. So how does telecom unleash itself from the shackles of perception and join the computing world in its rapport with Wall Street and the public at large? This is where it gets tricky. Like the blind monks with the elephant we all have a tendency to see a section of the problem from our own unique perspective... Read More
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