Peak Telecoms
From Martin Geddes' Future of Communications blog, January 27, 2012
I threw what I was going to send in this month’s Future of Communications newsletter in the trash. It was good stuff – a powerful essay on why network neutrality can never ever work, and loads of links and comments. I'll save it for another day.
Instead, I had something much more important to say, and didn’t want any clutter in the way of saying it. I want to join the dots on what I’m seeing, and stick my neck out and be provocative. I have reproduced the content of the newsletter here on the blog.
We’re at “Peak Telecoms”.
This is it. Look around you. Whatever you are doing, however you are making money, it isn’t going to get better than this. This industry has hit its maximum share of the economy. We are the digital railroad business at the height of the railroad barons. The only way now is down. We’ll see maybe one or two more mini-booms, a few more troughs, but the long-term trend has just gone into reverse.
What’s going on? Let’s gather the evidence.
Cont.: futureofcomms.com 
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