The big cable and phone companies are now offering this service and they have considerable market power to work with. |
The big shifts that are occurring in the industry are not having a positive impact on their sales. As the years pass, and as the industry moves toward IP and wireless-based technology, they face more competition. |
The bottom line is this redesign makes sense, but we will not know if it works for a while, |
The carriers are finding all sorts of new ways to make money. |
The directories business is not going away. But everything telecom related is in a state of flux, |
The directories business is not going away. But everything telecom related is in a state of flux. |
The entire wireless industry is very healthy, and growing very rapidly at this point. |
The good news is that everything that is supposed to be up is up. |
The Internet is quickly becoming a broadband tool. Most people do not get value in a dial-up world anymore. |
The long-term winners will be the big companies we all know by name now. In the shorter term, the smaller firms are doing a good job of building customer bases and rolling up the technology they'll need to compete. |
The market for mobile search is small now, but that makes it the right time for those with designs on being major players in the future to get a foothold in the market. |
The networks and the people [in South Florida] are going to be the same as they are now. |
The news is actually good for the industry as we hope multiple companies will compete. This will keep pricing low and innovation high. We are moving into a customer-focused time as both sides compete for the entire, big bundle of services. The whole customer. That's the big challenge. |
The phone business is a small part of what phones do now. Telecom is moving away from the telephone to consumer electronics. |
The problem with telecom is not only that it's going through the same economic issues as the rest of the market, but that it's also an industry in transition, ... Five years ago, AT&T's primary competitors were MCI and Sprint, and now it's the Bells and cable companies. Investors aren't sure what the industry is going to look like and which horse to put their $2 bet on. |