
Journal Journal: Battle of the Elephants: Wireless vs. Telcos
Battle of the Elephants.
The "quadruple play" is already a well understood investment play on Wall Street. The big battle ahead is cable and what used to be the regional telcos. They're both arming themselves with everything they can think of, including faster and faster, two-way broadband, internet telephony, cellular and broadband wireless services, along with hundreds of content channels...and each side is committing to spend billions to do it. What investors are trying to understand is who remains standing with a semblance of a profitable business at the end of it. Each side is desperately trying not to end up being a "dumb pipe", but have a valuable "walled garden" of services to keep customers paying $50, 100 or more per month per household. Someone is going to end up losing these multi-billion dollar bets. More here:
http://mp.blogs.com/mp/2005/07/on_wilting_wire.html