SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-0.3%Nov 26 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: telecomguy who wrote (30244)12/14/1999 11:21:00 AM
From: The Phoenix  Read Replies (1) of 77400
 
Telecomguy,

The large PTT's and Carriers have an installed base and a revenue stream they need to consider. The start-up's don't and therefore they can be lighter on their feet and introduce new services that the carriers might take a touch longer to deploy. If a carrier were to buy a company deploying such industry leading services they would buy them for that very reason. (I noticed you didn't address my question as to why a carrier would buy a start-up. "Because they can is not an answer.) That being the case the carrier is likely (more than not) to allow that start-up to continue doing what made them great....continue to build out of next generation networks.

I think the flaw in your reaonsing is assuming that carriers and PTT's will buy the start-ups and make them stop what made them great - building out next generation networks - or even forcing them to alter infrastructure direction. I don't think that will happen because doing so would slow deployment and market share is the name of the game right now.

Two last points, there will likely be some consolidation but anti-trust laws will keep this to a minimum. And the MSO's will take some signficant share by delivering unique serives on cable. Those archtiectures are not owned by the PTT's - although T has bought much of th ecable infrastructure...they are still deploying next generation technologies not PTT-like infrastrucutre.

OG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News