The *NEW* Frank Coluccio Technology Forum Message Board

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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: axial who wrote (3490)	7/28/2001 5:32:07 PM
From: Frank A. Coluccio	Read Replies (1) of 46821

Hi Jim, With regards to the incumbents vulnerability: " ... it seems to me that their success would level the competitive playing field tremendously, to the disadvantage of the incumbents." I'd be careful here. The same thinking prevailed about three years ago in the voice over IP realm. As it unfolded, however, the larger incumbents (VZ, SBC, T) were among the first to deploy carrier class voip gateways and relationships - "just in case" - albeit secretively in some cases (but in other instances not so secretively, as in the case of establishing gateways with Tom Evslin's ITXC). Another example is their late arrival to market with DSL, just in time so to speak, in order to thwart any initiatives from fledgling DLECs who were given a short window under Act of '96 guidelines, which they quickly eploited, only to see (force?) the DLECs into doing themselves in. I'd be a bit hesitant to suggest that the incumbents might let 3G or 4G get ahead of them in a meaningful way, when considering the massive market share and inertia that they presently enjoy, and their ability to pull tricks out of a hat in a flash if and when they see fit. Just some thoughts... FAC

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