Académique Documents
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Culture Documents
James Enck
January
- 1 -2007
Who am I and why am I here?
• European Telecom
Analyst/Global Telecom
Strategist (whatever that is).
• Author of EuroTelcoblog
and Chaotica blogs.
• My avatar is considerably
thinner than me…
-2-
My own industry is being disrupted from the edge
-3-
We’re not in Kansas
anymore…
-4-
Are you ready for the most disruptive and
unpredictable force in telecom?
-5-
Your customer
-6-
Do you know who your competitors are?
-7-
Everyone you can imagine, and some you can’t
-8-
No longer “your father’s” internet
-9-
The geeks have been hard at work
- 10 -
How broad does broadband have to be?
What we want/need
What we have
- 11 -
Do you buy the “slowly, slowly” story?
- 12 -
Not everybody is drinking the Kool-Aid
"There's an absolute risk of people
dropping basic video service for
Internet video."
"Bandwidth consumption is
definitely increasing, and the
average consumption rate is
definitely increasing. It's definitely
a real problem; there's definitely a
storm coming."
- regional cable operator
- 13 -
Ouch, my creaking pipes!
Source: PlusNet
- 14 -
“Evil” BitTorrent
Weekly and normalized monthly download figures, top ten global video titles
70,000,000
60,000,000
50,000,000
40,000,000
Weekly total
M onthly run rate
30,000,000
20,000,000
10,000,000
0
D 05
Se 06
Se 05
M 05
O 05
M 06
06
Ja 4
Ja 5
Fe 05
Fe 6
A 05
A 06
N 05
Ju 5
Ju 6
A 5
A 06
M -05
M -06
Ju 5
Ju 6
-0
-0
0
0
0
l-0
-0
-0
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b-
p-
b-
p-
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n-
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ug
ov
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ec
ec
ar
ar
pr
pr
ay
ay
D
- 16 -
BitTorrent on HD steroids
- 17 -
Even Auntie likes P2P
- 18 -
A bundle of pain?
- 19 -
Don’t look now
- 20 -
Changing allegiances
- 21 -
Massive online storage and virtualization
- 22 -
Massive local storage, place-shifted
- 23 -
Your viral badge of choice
- 24 -
Persistent virtual worlds: It’s no game
slfuturesalon.blogs.com
Business Week
- 25 -
Second childhood?
- 26 -
It’s your document calling
- 27 -
Conclusions
In a world where the humble .pdf can be a platform for
disruption, I think we have to expect that virtually
anything can happen.
- 29 -