Nick Gogerty

IP Video: King of the (Media) World

The 40% profit margins and 30% cash flow in this scenario for providing a commodity service (bit pipe) might be considered optimistic. Most utility service provider have margins that are a shadow of those figures.

The cable companies and Telcos provide walled garden services (voice and limited video channels) which are products of a fast fading era. Some other countries with less monopolistic offerings and regulatory regimes point the way forward and it is not 40% profit margins.

The 10 Most Important Technology Developments of 2008

the singularity progresses...

seriously, this is a myopic view of "technology". biotechnology and materials sciences "nanotech" among others made great progress. The title should be information technology.

Internet Traffic Growth Does Not Matter

80% of net traffic is p2p file sharing. www.readwriteweb.com/a...

the telcos throttle this traffic which is nasty as skype and advanced Net based VOIP services get degraded. The carriers want to protect their premium voice offerings, it is a losing battle. 8-9 years out can anyone imagine anything other than pure IP without having to pick a wireless or voice traffic. SIP protocal uber alles. Expect rapidly declining ARPUS on voice and cellular in 3-4 years in the US. It is already happening in the Europe www.fiercewireless.com...

Cisco TelePresence Nears its Tipping Point

Once you use a HALO system you are hooked, video conferencing using ISDN etc. is another product all together. Telepresence is just a matter of time.