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Strategies for a discontinuous future.












Friday, February 25, 2005
 


Connectivity Wars

Getting messy:

1) Fiber rollouts accelerating
2) First-mover and cost advantage to cable ops
3) (Lame) muni wireless stalling tactics by telcos

Questions:

1) Are these all really substitutes?
2) The makings of a 3-way war?

Would love to hear Om and other connectivity heads chime in.

-- umair // 2:29 PM // 0 comments


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