Convergence & Competition in Communications: Dreaming Bigger Dreams.(Ivan Seidenberg's speech at the Computer and Communications Industry Association)(Statistical Data Included)(Industry Overview)(Transcript)

Executive Speeches, August, 2001 by Seidenberg, Ivan G.

All of us in the communications and computer business have been talking about "convergence" for more than a decade. But it's not always clear what we knew ... or when we knew it: * Ten years ago, we thought we "knew" convergence would take the shape of an "information superhighway," with interactive TV as the "killer app." * One year ago, what we "knew" was that dot.coms ruled, that "eyeballs" trumped "customers," and that "old economy" companies had gone the way of the Victrola.

* And what did we know one month ago? That the dot.coms were almost dead, the investment bubble had burst, and that this whole Internet thing was vastly overrated. In the communications sector, the turmoil created by technology has caused wild swings in the...

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