Two very good points to consider, Berge hit one of them at end of interview 1) How the international alignment will develop - This is very important. In a 2002 regroup of regulators consulting project to determine how to fix competition, our advice to the state regulators: bury the telecom competition that resellers wanted and the calamity of investment bank (3-5 yr hold/liquidity) losses in the industry. Instead force the incumbent to encroach in each others market and then force the quad play incumbents into each others industry (Cable Incumbent to compete against Telco Incumbent). This will prepare them for global acquisitions/partnerships/mergers. The US economy was not going to be the consumer dumping ground for next 10 years. Middle East, Africa, S. America, Asia will be dominant and USA market share will not necessarily so large in 20 years. So point 1 by Berge is really critical. Will US Carriers be relavent in the world economy.
2) The frequency and the right of way is the currency for these operators. Wireline and wireless right to use is still critical. Relevant applications will be a close Second because packet/transmission recovery cost for router and bandwidth investments will drive growth. Net neutrality for content and applications will be fixed if advertising and revenue sharing model does not remain the sole solution to cost recovery for content providers and network operators. Applications management is still very important. Look at PCs that are sold through focused channels (SMB, Corp, Media etc...), improve this model by returning to Dual NAM with improved H/VLR management. My phones are critical but they cannot be solely business and solely entertainment, from a network operator position.
Of course consumer equipment manufactures require duty specific devices to keep their plants running.
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