rd4sndk

Jobs: Catch the App Store if You Can

Carriers are already dumb pipes. Exactly what do they offer becides talk, text and internet access? All three are formated pipes that includes no content. They don't even have leverage. The vail threat of cutting off Handset providers is just that vail. Truth be told, if Apple were to compete with the telcos it could easy buy its way in and disrupt AT&T and Verizon. Both AT&T and Verizon must may soon have to get into the hardware business to stay relevant.

The only good news for the telcos is that Apples too busy disrupting the handset makers to take on the telcos. However, its just a matter of time (2 to 5 years) that it will eventually take on these blood sucking technicaly illiterate fossils.

On Jul 14 10:42 AM SiliconValleyJoe wrote:

> Someone has to repair the towers, the dishes, the fiber cables and
> the power packs sitting way on top of a remote hill. Someone has
> to design, implement and support the technologies necessary to handle
> all the "packet" switching, transfers and routing. Someone has to
> respond rapidly to the aftermath of a natural disaster. All that
> requires technological know-how and immense resources.
>
> Carriers, if anything, has a strangle hold on the "pipes". Give them
> a decent piece of the pipe or they take that bandwidth to someone
> else and leave a device maker in the dust.
>
> If we ever are arrogant enough to think that carriers are just "dumb
> pipes", we risk losing a key part of our wireless infrastructure.
>
>
> All the shiny Pre, iPhone and Berries out there require a reliable
> and ever faster network to access an ever increasing amount of information.
> Someone has to design, implement and support that network.
>
> No, carriers are not in danger of becoming dumb pipes any time soon.
> They are in danger of losing subscribers if their network is perceived
> to be slow or unreliable for multi-media data access.
>
> I see carriers becoming eager partners with the likes of AAPL, Palm
> and GOOG and Nokia and RIMM.
>
>