Global - Analysis - Industry - Forecasting beyond the telco crisis

Synopsis

This report was archived in May 2006. In the absence of the desperately needed industry restructuring, the telco crisis continued for much longer than was anticipated. Regulators, as well as what’s left of the competition, are showing all the symptoms of battle fatigue and the incumbents are comfortably settling back into monopoly mode. Prices are going up. The current threats of war and terrorism are encouraging a more conservative strategy, which is undermining the new investments needed for the modernisation of the network and for innovative new services. And the financial market refuses to look beyond the financial results of the next quarter. However, a three to five year vision is needed to stimulate the development of new revenue streams.