Sunday, January 28, 2007

Not That You Needed Any More Proof....

that "voice" often means mobile in fast growing and mature markets. For all the concern about voice prices going to "zero" or "near zero," the equally important observation is that "access" is growing in value. We'll have some work to do on the "montetizing" front, but access, not minutes, remains strategic.

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AI Impact on Data Centers

source: PTC