James Enck – who I came across by randomly clicking on Andy Lark’s blogroll, because of the title, EuroTelcoblog, is doing some great work fiddling while Rome burns. That is, he is a telecoms financial analyst and all around him he sees an industry in crisis, as IP networks drive revenues down towards ZERO. Skype may just kill everyone in telecoms; so who is going to buy Skype? (Here is an analysis James points to about Skype’s business model and ecosystem). This blog bears a family resemblance to Circulation Dropping.
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