In next-generation computing, intelligent devices will control service on the network, and bandwidth -- once a profit center for telecom carriers -- will become a commodity, Capellas said.

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"This isn't overwhelming, but it is important, since RIM has posted underwhelming cash flow over the prior few quarters, due to their patent purchases and investments in their data center, " said Jeff Kvaal, a telecom-equipment analyst at Barclays Capital.

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We also note that the inherent growth in its cloud and managed hosting base underscores our thesis that the data center and managed hosting sectors will continue to demonstrate the best organic growth in the telecom sector.

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"What is happening in Egypt just goes to show the leverage that governments have over telecom providers, " said Cynthia Wong, the director of the Global Internet Freedom project at the Center of Democracy and Technology in Washington.

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