IP: Entering a "Telecom Dark Ages"?

[David Farber <dave () farber net>]

> From: "Robert J. Berger" <rberger () ultradevices com>
> Organization: UltraDevices Inc.
>
> The Level 3 and Nortel bad numbers/ layoff announcements combined with all 
> the other indicators has me concerned that we've entered a "Telecom Dark 
> Ages". The ILECs have out survived most of their competitors due to their 
> monopoly revenue  streams. The Bush Administration allows the ILECs to 
> stomp out any remaining competition.
>
> Now that the ILECs have no competition, they've slowed  down their 
> deployment and raised their prices. The VCs and Wall Street are no longer 
> investing in any service providers so there can be no one to take 
> advantage of wireless or other disruptive technology that could "route 
> around" the ILECs...
>
> So even though there are  millions of people in the US who would like to 
> get broadband service, but are not within reach of xDSL or Cable Modem, 
> there is no industry being built to service that need.
>
> It doesn't look like this situation will change until there is some truly 
> disruptive tech (UWB/SDR?) and/or regulatory change. This could mean 
> several years of a "Telecom Dark Ages" in the US while other countries 
> (like China?) continue on their explosive and competitive Telecom 
> buildouts, potentially having the US loose its technological edge...
> --
> Robert J. Berger
> UltraDevices, Inc.
> 257 Castro Street, Suite 223 Mt. View CA. 94041
> Voice: 408-882-4755 Fax: 408-490-2868
> Email: rberger () ultradevices com  http://www.ultradevices.com



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