4G Will Cause Market Disruption

Many times history can help us predict the future, especially when trying to predict who might be the long term winners and losers amongst the service providers in the network communications sector. So let’s start with a little history and just maybe wake up a wire-line provider or two before it is too late.

Back in 1998, I opened an article I wrote for Telephony Magazine with the following words.

“The threat of voice over IP hangs over service providers these days like an ominous cloud. Many carriers worry that the ability to send voice over IP will undermine their core voice or dial tone businesses. The technology does pose a certain threat to traditional voice service. But even without it, voice traffic represents a shrinking percentage of global communications traffic, a trend that is expected to continue.”
In early 2006 I wrote the following in an article titled “IPTV Trends” for Internet Telephony.

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