An analogy for Telcos to heed

James Enck is overwhelmed by Telco news coming in from all quarters and comments on Telefonica's doubling last quarter of its IPTV users, saying it "ain't bad". I guess it isn't, but IPTV has no future. It appears to be fresh and promising, but is actually dead on arrival. IPTV is the Vonage of new video distribution....expensive, unscalable, uninnovative, and being leapfrogged by net-centric alternatives. The same way Vonage is being wrecked by much nimbler competitors such as Skype, IPTV will get wrecked by YouTube or iTunes or some other better service.

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