Dana Gardner

Why BEA Systems Should Sell Itself to AT&T

It would mean that IT again becomes a differentiator and competitive wedge for carriers. While IT didn't matter (thanks, Nick Carr) in the recent past, as we move to an Internet world and the back-end services are IT and the business model, then IT matters again. If all these bit-pipes use the same back-end IT, and they lose the content to Google's ad-revenue-sharing model, what do the carriers have left?