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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: axial who wrote (24030)	11/17/2007 8:39:26 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

Thanks for the clarifications, Jim. You may or may not recall, but I posted about Skype's going Mobile via 3 about a month ago. It received zero traction back then, although I think it's significance, as evidenced by your post, among other mentions it's now receiving in the press, is now better understood: Message 23994153 As for the bind that wireless carriers may find themselves in if they don't support billable "services", no doubt the calculus changes drastically, especially for those players who've already invested heavily in OSS/BSS and service -creation and -activation systems tailored for nickel'n'diming customers to death. Other players entering the market free of the aforementioned burdens, however, will naturally have an advantage and may stand to see better margins, initially at least, even if gross revenues --which, for the incumbents, in large part go to paying down their system investments, mentioned above-- are less. Not "everything" a network operator does is directed at residential entertainment service, or so-called triple-play "broadband" in order to generate revenue, so I do not subscribe to a blanket notion that (and granted, this is contingent on the specific market conditions in which a service provider finds itself) a good, reliable pipe provider cannot turn a good buck. I'd like to address this point in more detail - i.e., parsing and examining different business models and situational conditions affecting viability, in a later posting. For the moment, however, and I haven't shouted this out in eons... ... *IT'S SATURDAY NIGHT!* FAC ------