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 : The *NEW* Frank Coluccio Technology Forum
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: axial who wrote (31393)9/17/2009 8:51:36 PM
From: Bob Frankston1 Recommendation  Read Replies (1) of 46821
 
I apologize for responding with more references than inline comments but the documents I point to are relatively sort and better than I can do on the fly. The key is a shift in the funding model form services and subscriptions to infrastructure.

I'm a bit pickier than Isenberg in that I view the problem as structural and believe the European approaches are still too much in the railroad ([url]http://frankston.com/?n=Railroads[/url]) mold with telecom still seen as a service that requires providers. So even examples like Korea are not quite as they seem ([url]http://frankston.com/?n=InternetDynamic[/url]). The biggest danger is focusing on Broadband ([url]http://rmf.vc/?n=BI[/url]) rather than creating opportunity.

I do think that the current industry is going to face its day of reckoning as we become more adept at creating our own solutions. This will create the conditions for “divestiture II”. In the meantime I’m shifting to a strategy of local or community connectivity and growing from there.

As I said the key is infrastructure rather than a subscriber model. If you know of communities that are taking this approach (like a campus or corporate network) I’d like to know. We also need to learn from the current implementation of the Internet. Rather than a network of networks we need facilities that assist us in doing our own networking.
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