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Letter "J" » Jeff Kagan Quotes
«[VOIP] is a disruptive technology, ... But is it threatening the Bells? No. It's challenging the old models, not threatening the companies.»
«Wireless is too dependent on the external power supply. And since wireless phones are becoming the main phone line for many people, the industry has to make sure that customers have the same kind of reliability as with landlines,»
«Nextel is going to need a couple of buffers, and the lack of interoperability is one, ... If they didn't have these buffers, they'd be in serious trouble.»
«The problem with telecom is not only that it's going through the same economic issues as the rest of the market, but that it's also an industry in transition, ... Five years ago, AT&T's primary competitors were MCI and Sprint, and now it's the Bells and cable companies. Investors aren't sure what the industry is going to look like and which horse to put their $2 bet on.»
«Hopefully WorldCom will not use its debt-free status to start a price war,»
«Investing is a game with an eye on the future. People lost track of that in telecom during the last several years when the finish line might have been tomorrow or next week, ... This might get everyone else thinking that telecom is not doomed.»
«This is the direction the industry is heading, ... This allows BellSouth to remain firmly in the game.»
«But we have to remember redesigning a company is like changing the set at a play while the play is still on. It can be filled with quite a bit of confusion.»
«What's radically impressive about Southwestern Bell's offering is that their highest rate is just nine cents, while most others get as high as 20 or 30 cents, ... They didn't have to go that low. They could have put it at 15 to 20 cents.»
«The [telecom] industry doesn't need another scandal, ... We'll just have to wait and see what's uncovered.»