""The Long and Winding Road""  wrote in
message [EMAIL PROTECTED]">news:[EMAIL PROTECTED]...
> right up NRF's alley. Certainly for those considering their futures,
> something worth considering as part of the mix.
>
> http://cookreport.com/11.10.shtml
>
> Can't afford the un-snipped version right now, but since I work for a
telco,
> and I recognize the issues described, and have read all the top corporate
> executive e-mails that are doled out to us worker bees, I enjoyed the
> counter arguments presented here.

There are two parts to this report that I think bear mentioning.  One is the
future of VoIP.  The other is the value (or lack thereof) of present
broadband rollouts.

VoIP is certainly transforming the way that the PSTN will operate, if slowly
(very very slowly).  Note, I didn't say voice over the Internet, but rather
voice over IP.  I believe, for numerous reasons, telcos will choose not to
merge their phone services to the Internet, but will rather build out an IP
network through which they will deliver services.  Stick a telephony feature
server on top of a functioning IP network (again, not the Internet, but a
private IP network), and you now have a phone system.

But that further speaks to the commoditization of IP skills in general and
R/S skills specifically.  IP networks will simply become a utility, like
electric power.  How many electric power engineers does a typical company
have?  Unless you're the electric company, probably zero - electricity is
just something that reliably comes out of the wall socket and you use it to
plug in your refrigerator.  The value-add (ergo the jobs) will go to the
people who understand the services that can be layered on top.  That's not
to say that there will be no jobs for people who know R/S (and only R/S),
only that there will be less of them and they will be less pay for them.  I
do not see a bright future for R/S skills as the IP network becomes more and
more commoditized.

About broadband - it is absolutely true that the telcos have basically
provided something that consumers do not want.  Yet I disagree with the idea
that the telcos simply need to provide a more symmetric offering to entice
consumers.  In my experience, consumers do not want broadband regardless of
whether it is assymetric or symmetric or whatever.  The 2 problems with
broadband?  Price and reliability.  Let's face it, dial is reliable, whereas
broadband can and does goes down for weeks at a time (happened to me a bunch
of times).  Furthermore, the Hart/Winston study showed that most people
think that $40-50 a month is too much money to pay.  No wonder that despite
the fact that broadband is now available at over 80% of households,  the
take rate for broadband is less than 15% where it is available.

Here is the Hart/Winston study.  Yes, it's a year old, but not a whole lot
has changed in a year.  The most damning quote:  "Forty-eight percent have
no interest regardless of price and another 21 percent are willing to pay at
most $20 per month..."

http://www.comptel.org/press/nov29_2001_voices.html

The biggest problem with broadband?  Simple.  There is no mass-market app
that actually requires broadband.  Most people are perfectly happy with
dial.  After all, what do they do on the Internet - surf a few pages, send a
few emails, do some instant messaging - all low-impact apps.  Most regular
people (who are mostly nontechnical) simply don't see why they should pay
more and put up with a less reliable technology in order to do the things
they do a little faster.  And again, it's not because they don't know what
it means to have a fast connection.  A lot of these people work in offices
that have good connections, and yet they still don't want it for themselves.
Essentially all of the technical people (the geeks) who want broadband have
already gotten it, the trick now is to somehow convince all the nontechnical
people that broadband is worth it.  I hope somebody will finally invent
something that will actually convince the masses that broadband is good, for
otherwise the telco depression will go on and on.



>
> --
> TANSTAAFL
> "there ain't no such thing as a free lunch"




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