There’s an interesting panel discussion here by several representatives of Asian telcos about upgrading the network to an all-IP one, and the fact there isn’t really a business case for it. The attitude seems to be summed up by this comment from Dipankar Dasgupta: “I’ve been in telecoms for 23 years. There never was a real business case when a technology was introduced. It’s acceptance of the fact that this is something that allows you do to something differently, and how can you then leverage off it. Let’s be fair: every time it doesn’t always make sense – ISDN did not. But what is the price of not doing it? Once you’ve adopted it, what are the other things that open up?”
Cheong Hai Thoo argued that timing is important, and that was one reason why 3G didn’t take off (along with the well-talked about issues the technology had when it was introduced): “It’s about timing when the market is ready, and I think it’s like that for our video and mobile broadband services. Maybe we need to find a Netscape browser equivalent for the 3G handset. We are trying to anticipate the market here.”
This is a good view from the operator angle…
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