Comments on: Level 3 Shocker http://gigaom.com/2005/01/12/level-3-shocker/ Sat, 11 Feb 2012 06:01:09 +0000 hourly 1 http://wordpress.com/ By: Charlie Sierra http://gigaom.com/2005/01/12/level-3-shocker/#comment-99876 Wed, 30 Nov -0001 00:00:00 +0000 http://gigaom.wordpress.com/2005/01/12/level-3-shocker/#comment-99876 In my college salad days, we used to cut corners and drink “Early Times”, which we took to calling Ugly Times because of the next day hangovers.

So, Om, you make a great points about the darkside about outsourcing sales and marketing, ie reselling.

Now thanks Moore’s law and silly investment bankers, raw telephony capacity will exceed demand for another generation, at least.

So what really intrigues me is just how lame the competitive marketplace really is. I mean giving away more service for ever lower prices is hardly novel.

What might be interesting is if a carrier ever decides to differentiate itself along a resource that is actually scarce. Then perhaps somebody might unlock some real value, other that short term arbitrage plays on the eternally slow moving incumbents.

PS. I still have a sense that the recent Telecom bottom will be revisited in a few more years.

]]> By: Om Malik http://gigaom.com/2005/01/12/level-3-shocker/#comment-99877 Wed, 30 Nov -0001 00:00:00 +0000 http://gigaom.wordpress.com/2005/01/12/level-3-shocker/#comment-99877 I could not agree with you more Charlie, and sometimes, strange as it may sound, the market refuses to acknolwedge the reality. I think it was about eight months ago I posted, the continuing telecom death spiral. Its still somewhere on the site, and that obviously did not make sense to anyone.

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