Hi Steve,
Care to elaborate
I should not have been too surprised, in retrospect.
All of the majors are hedging, and many have even announced publicly that they will actually enter into multiple positions and wait and see what the courts decide. The logic here is that they will be positioned to win either way. It's a hedge fund approach to today's network business planning, I suppose. It does take some Chutzpa! though.
In the second quarter T's Armstrong, while opposing the upstart VoIP competition in principle, announced that T itself would be unveiling its own variant of VoIP in trials in New England, Atlanta and San Francisco. Ameritech also announced that while it was opposed to VoIP LD utilization of its end-offices for terminating calls, they, too, would join in to the fray and become an agent for one of the upstart players, in this case, QWST.
The duh factor in my previous message, then, was merely my own naive and premature reaction to the news that US West would double dip on QWST (commission and access charges), since this apparently is the status quo mentality of the major players today, stemming from their inability to accurately (or even ball park) predict the future, as they once were able to do with absolute predictability in the past, when they were the only movie showing at the cinema, prior to the cinema multiplexes.
And so it goes...
Regards, Frank Coluccio |
