Gros says he has already met with 12 telcos to discuss the specific terms of these forward contracts.
Further, the telcos have given up on that business for an even better one.
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The bubble years saw an immense build-out of fiber-optic capacity as telcos new and old--Worldcom!
Big European telcos toil and gasp under mountains of debt and could be going under next.
Telcos and cable companies have no choice but to lobby for legislation that bars neutrality.
To do that, telcos need to see digital service providers as their partners, not the enemy.
Based on the original social compact, that duty falls uniquely (and thus perversely) on the telcos.
But in the near term, telcos must be smart about managing traffic on their networks.
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Telcos are sitting on a gold mine of core capabilities and assets, critical for M2M success.
Do the telcos make very large gross margins on the texts that we send?
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If supporting two separate networks imposed trivial costs on the telcos, then consumers would be held harmless.
If telcos or cable charge too much, someone should be in a position to steal the customer.
Consumers are more likely to view telcos and cable providers as trusted providers of Internet video services.
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But even then, the telcos still have to go town to town to negotiate fees and right of way permits.
Huawei supplies network equipment to many of India's biggest telcos: Bharti Airtel, Vodafone Essar and Reliance Communications.
When it clobbers the old telcos -- probably in about five years -- the results will be devastating.
However, the telcos have slowed down their pace of expansion and that has given the company a breather.
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Alas, telcos invest a significant amount of resources to maintain the legacy network.
Once the telcos roll out on a larger scale, we'll see how it impacts the satellite and cable companies.
And in this space of providing mediation software for telcos, performance is everything.
Example: For a decade now America's large telcos have yawned and dithered on supplying high-speed data lines to homes.
The telcos racing to ring U.S. cities in fiber are drowning in debt.
Public opposition has been strident, and so far most telcos have backed down.
Many telcos have been forced to divest other assets to service that debt.
Telcos are once again lighting up fiber as they struggle to meet the growth in Internet video, tablets and smartphones.
Its custom-made gear keeps the packets flying at telcos and cable companies and the giant data centers delivering the Web.
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In its February earnings report Cisco said it "was chosen to build out optical networks" for BellSouth, among other telcos.
However, the company has an opportunity to continue its gains as the telcos have slowed down their pace of expansion.
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These companies, which offer cheap or free Internet phone service, threaten to completely undermine the telcos' existence if not addressed.
Our business is all about providing cross-border communication solutions to large businesses, whether they be telcos or large multinational corporations.
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