Business Week: Back from the Dead

Today, I won't be writing anything. I'm simply referring to Business Week's cover story from June 25th, 2007, written by Spencer E. Ante.

The article is an in-depth analysis of the bounce-back in the telecom sector after it hit rock bottom in the early 2000s. Not surprisingly, the popularity of IP/Internet-based video is seen as key factor for the telecom resurgence.

Very interesting data point from the article: "About half of the Internet's transmission capacity was going unused in 2002. Today that pipeline has almost doubled in size, and yet the unused portion is down to about 30%." Though significant challenges are in front of us, there is plenty of optimism in the market with a lot of growth opportunities, such as IPTV.

Enjoy!

http://www.businessweek.com/magazine/content/07_26/b4040001.htm