Re: [Serusers] SIP to AS communication => argument for investing in QoS

I think it depends on where you come from ;-) The underlying assumption is that an operator has made an investment where it wants some return. The big question from an operator's point of view is what is the best approach to get the return? There will different answer depending on your market position and your feeling of strength. Operators are afraid of becoming just a bitpipe. It was the same issue for big network operators a few years back (and still is): become an efficient bitpipe (Level3) or a full communication services provider (AT&T).

The truth is that a walled-garden approach works as long as you have some assets people want. But as the value chains disintegrate operators have to take a position somewhere along the value chain. I think the big questions that operators are asking themselves now are these: - How long time will my assets allow me to keep a walled garden? - Exactly what are my true assets as the value chains disintegrate? - When the walled garden comes down, what is the position I want? Some operators will be protective and keep a walled garden as long as possible, while others will try to open up, invite third parties in and try to make the pie bigger... Most operators will probably do both as they don't really have any answers to the questions above yet :-)