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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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From: Frank A. Coluccio8/21/2006 5:56:58 PM
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Pure Play vs. Convergence

Several days ago I was asked by someone offline to explain the significance of a particular company's claim that it is a "pure play" provider of a given product or service. I just came across the folllowing white paper from Light Reading that addresses this question head on:

Pure Play is Dead; Long Live Convergence

The good old days when access technology and regulation
defined competitive boundaries between service
providers are long gone. Today, service providers face
harsh new realities. Cash-cow voice revenues are falling
for fixed service providers and stagnant for mobile. New
competitors abound, with Internet ASPs such as Google,
Skype, and Yahoo using inexpensive VoIP services to grab
market share. Customers are demanding richer, better,
simpler, more integrated services. Service providers of all
types are responding by going after each other’s customers,
often with similar service mixes. As a result, pure-play fixed
and mobile service providers are becoming increasingly
rare. This paper examines the pending death of pure play
and the birth of the convergence-driven transformation;
presenting the challenges from the fixed, mobile and
combined service provider perspectives; and presents
Alcatel’s proposition to pave the way.

Continued at:
downloads.lightreading.com
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