Telecom is a red ocean. Too many providers and too few customers. To grow, they have to extract more out of their customers, provide less costly services (incre

Telecom is a red ocean. Too many providers and too few customers. To grow, they have to extract more out of their customers, provide less costly services (increasing margins) or venture into areas outside that red ocean. But blue oceans are uncharted territory. They are scary and risky and require a level of creativity that exists in few telecom companies. Most telecoms are so big that to grow at a rate above 1% would require massive opportunity. It's much easier to charge 1% more to all their customers or include a hidden fee or provide 1% less bandwidth. They've done that to an equilibrium now and breaking the deadlock with their competitors is destructive to their own organization. They can't cut costs because they don't have the margins. They can't raise rates because customers will go to a cheaper alternative. They can't reduce services because the FCC comes down on them. Remember what happened to comcast when they tried to treat bit torrent differently? It seemed reasonable to me. If the FCC wants to turn the internet into a transportation system, then they will need the equivalent of a weigh station, because the heavy trucks cause more damage to the roads.