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Seeing What's Next: Using the Theories of Innovation to Predict Industry Change by Erik A. Roth, Scott Anthony, Clayton Christensen

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CHAPTER TEN

BREAKING THE WIRE

The Future of Telecommunications

How will the widespread deployment of data networks affect companies that provide telecommunications services? Does convergence mean the end of companies such as AT&T and Verizon? Where will specialists win? Where will generalists win? How will cable companies affect the telecommunications industry? Why did companies spend so much money on third-generation wireless licenses? How did NTT DoCoMo’s i-Mode wireless service grow so rapidly? Will 802.11 networks continue to grow and improve? Who will capture that growth? What surprising developments could shake up the industry? What do the theories of innovation have to say about the telecommunications industry?

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