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The telcos all stripped themselves in a race to the bottom. They outsourced everything that wasn't nailed down.
by nolist_policy 2y ago
The telcos all stripped themselves in a race to the bottom. They outsourced everything that wasn't nailed down.
- sgt101 2y agoEveryone has outsourced anything that isn't nailed down, that's why not to pay attention to ceo's threatening to outsource you. If they can/could they will/would no matter what. The threats just mean that they can't. There is nothing special abut telco's in this regard. Telco's don't have leverage to compete on anything but price really, they don't have the capital to innovate, they are prevented from vertical integration by regulation, customers will not pay for service... and it's expensive. So, it's bargain basement time. Their investors have piled them with debt and now are looking at them as an annuity business. One big issue is that humans only have very limited bandwidth requirements and so much networking can be done in the data center vs out on the edge now. This means that I don't really see another generation of edge networking coming along and realistically this does reduce telcos to the old utilities that they once were. Time for renationalisation?