Anonymous

Paris, France

ICT Consultant

It's quite sad to see this propaganda from mainstream telecom analysts being perpetuated on a first class news site like silicon.

The main myth fueled over and over is that "TCP/IP Service Provider" is not a good business in itself.

With the good business model (Flat Fee) and the good cost structure this business can be very profitable as shown by energy or computing power (Intel) providers.

Trying to mix business DESIRES with technology (aka IMS) produces engineering monsters such as eighties ATM network that have been destroyed by TCP/IP/Ethernet.

Building a Pervasive, agnostic and faster and faster TCP/IP service maybe much less sexy than chatting with Hollywood and Red Hot Chili Peppers but is a much more hard-to-clone asset.

Anybody can build a web video service but few can handle the massive CAPEX/OPEX necessary to sustain endless powerful Radio and Basestations.

In the end, what's worth is not what you can do but what's others can't.

That's what Microsoft, Google or Vodafone have understood. Hope SOME of 2007 Telcos will understand and stop trying to put show-biz clothes on a plummer body !