Wednesday, September 23, 2009

Pimp my panel

Folks, eComm Europe is coming up fast, October 28 - 30 in Amsterdam, and you'll hate yourself if you miss it. I honestly think the speaker list is unparalleled anywhere, and the format ensures a rich flow of sharp and challenging talks on a wide range of topics of critical interest to those of us linked in the communications value chain. So look into my eyes, look deep into my eyes, and now go and register. I will be giving a talk on day one, and also moderating a panel on day two. The panel format is still being tweaked, but I have submitted the following summary, and I'd be interested to hear your feedback and input in the interest of making it as representative as possible:

Investing in the Telecom Value Chain for a Post-Meltdown World

The world has been through huge financial stress in the past two years, and despite the repeated sightings of "green shoots" by the more optimistic factions on Wall Street, many respected forecasters predict even more dire developments to come: the death of the dollar as a reserve currency, persistent high unemployment and social displacement, drastic cuts in public sector spending, runaway inflation, social unrest, the death of capitalism. While many of these outcomes represent worst case scenarios, we must accept that the "recovery," whenever it arrives, is not going to be a "reversion to business as usual," as the term is commonly defined. Consumers will behave differently and have different definitions of value, businesses will transact differently, entire industries will emerge smaller if indeed they survive at all. Add to this the increasing pressures of urbanization, migration, aging society, and climate change, and the picture becomes even more challenging. What influence will the telecom value chain exert in this new world? What opportunities do the challenges of The New Normal offer investors, and how should they position themselves?

1 comment:

Unknown said...

Their toast ... the handset mfg are sucking the life out of the carriers. The only comm business worth while is rebuilding electricity grids.

Yes Huawei is the one to watch.