However, for all the shock and horror, it was a truly amazing year, the likes of which we may not witness again: If investor attitudes were country music song titles, then this year would be called something like "Take Your Share Buyback and Shove It." Results in Q3 contained some bleak outlook statements regarding the next couple of years, to be followed (of course) by a strong recovery - a special Christmas menu of humble pie followed by jam tomorrow. It will be a death of 453 million cuts, and in 2006 it will move into higher gear.įor our monthly sector product (which I found recently, somewhat to my surprise, that some people actually seem to read) I entitled my end of year piece "Annus horribilis, annus mirabilis," which is precisely how it feels.Īs of the close of play today, EuroTelco has underperformed the STOXX 600 by 21% year-to-date, and is the only sector to have lost money in an otherwise buoyant stock market. Rather, I have argued that if VoIP/IM communities got big enough and interconnected their various closed platforms, the PSTN would be progressively less relevant. In all the years that I have been pestering clients about VoIP/IM, I have never once said that the PSTN would be killed outright as a result. Meanwhile, in Mac-land, Om and Andy have both written on developments around Gizmo (for what it's worth I am seeing a lot of VoIP geeks who have always refused to use Skype turning up on Gizmo). It's also nice to see Skype dragged (undoubtedly kicking and screaming) into this process without the need for the usual niceties. I would only add that Google has the GAIM-master on board, so clearly the company itself will undoubtedly also have something exciting in the works beyond the AIM deal. A mega-uber value reader pointed me towards this big announcement yesterday, and I was just starting to post on it when I realized that Thomas has already done a great job with it. Blessed be the third party interoperability geeks.
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