The broadband battle is being fought between “imperialist” telcos and “guerilla” Internet firms, a Yankee Group analyst told Tuesday. The established telcos focused on ARPUs and the idea of guiding consumers to a choice of apps on the network.
“They are pretty much trying to think about voice, content and access as palette from which consumers can choose.”
The guerillas are firms such as Google and Yahoo who don’t own a network and aren’t focused on ARPU, and whose apps run on PCs, mobile phones, PlayStations and all kinds of networks and devices. “They’re advertising-funded. They have a different view of the world,” Schaefer said. Read more.