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SlideshowWhat Are Telecom's Best Investment Bets?

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Mike Genovese of MKM Partners shares his thoughts on investing winners and losers, as Stan Hubbard and Catherine Trebnick look on.
Mike Genovese of MKM Partners shares his thoughts on investing winners and losers, as Stan Hubbard and Catherine Trebnick look on.

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Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
11/25/2015 | 2:54:14 PM
Merging

The 7-layer model confuses more than it clarifies at this point. Layer 2-3 and 4-7 seem to be coalescing into two entities, with shades of gray inside each rather than sharp boundaries. 

As for the future of the enterprise: Everything is going to the cloud. Enterprises will move strategic applications where they really innovate to private or hybrid clouds, and everything else to public cloud. The IT department as we've known it for 25 years; the CIO of the future will be a lawyer who manages relationships with MSPs and cloud providers. 

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