Smart mobile carrier CXOs
I have been accused of being a mobile carrier lover before, and I will be again. I prefer to think of myself as "fair and balanced" compared to the vitriolic carrier haters. I had an experience recently that re-invigorated my belief that carriers are rational market participants rather than innovation killing cavemen.
I had dinner with a telecom thought leader who has had a close relationship with the CEOs of several tier-1
A few days after our dinner, the Wall Street Journal announced that Yahoo's $300m/year revenue stream from AT&T was at risk since AT&T planned to end or at least renegotiate its Yahoo contract upon expiration. Guess whose stock fell over 5% that day on the news???
So, the next time a carrier moves slower than you want it to, remember that it might have a reason, and a plan...