Long Haul Carrier Outlook – Consolidation & Cartel?

 While observers have been looking for microscopic signs of “correction” of the supply-demand imbalance in the long haul sector, a more important indicator is how many national carriers will be left in the next twenty-four months.

 “Industry consolidation is just heating up,” states Victor Schnee, President of Boschulte Schnee Group, LLC. “What’s coming is a big one-two punch (once the BellSouth deal closes) of AT&T leading the charge to impose ‘packet prioritization’ charges on the Internet and the long haul carriers forming a cozy group as the number of players is reduced down to a handful.”

“This has major implications for all of the leading Internet search, portal, commerce companies,” he adds, “and they must be prepared to respond.”

 Boschulte Schnee Group (BSG) offers unique Business Case Analysis, using a proprietary model.

 The areas of major carrier strategies and IP company counter-moves are included in the following BSG Business Case Analysis studies to be issued in coming months:

 BSG Program: THE FUTURE OF TELECOM COMPETITION ("FTC")

           Report No. 4:  “ISP/InternetCompetitors”

and

          Report No. 1:  “Super BOCs – AT&T& Verizon”

 BSG is an expert independent research firm specializing in telecom, wireless, IP, cable/satellite and digital media. BSG also provides customized assistance to clients.

 BSG's senior team includes: Al Boschulte, former CEO of NYNEX Mobile (now part of Verizon Wireless); and Victor Schnee, former CEO of industry research firm Probe Group LLC and CFA Institute member.