Big smart pipes will make carriers cash

Oliver Starr at the Mobile Business Expo reports on a carrier trend I’ve been picking up on….

The carriers will have to cooperate for true convergence to take place. That they will not do this until they see their current level of profit and control erode to the point where what they stand to make from the added capacity of the WLAN in-doors and the extra minutes associated with the replacment of the wireline services exceeds their current profits for doing nothing.

Reminds me of a panel at CTIA, where I heard some prescient-sounding viewpoints from carriers about the need to improve their pipes. I think thoughtful folks within the carriers do understand the bigger picture. Case in point are Verizon’s hedges of BREW with EV-DO.

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