Nick Gogerty

What Slowdown? Internet, Cable, Wireless Race is Raging

They are all running faster but standing still. a la alice in wonderland. Faster IP eventually means greater commodification of offerings and greater seperation between pipe and content. The Pipe guys are going to give up the margins, jsut like network TV did, only faster.
The IP utility race will mean margin compression over the next 10 years as speed & QoS become the only differentiators. cheesy bundling of segregated services will only last so long and the content pipes get bigger and more interesting every day.