December 26, 2004
Many people have predicted AT&Ts demise. Industry insiders told me that the stock is a definite short since VoIP became popular in 1999. You figure with all this new IP telephony competition around, how could they survive? Well the truth is that now in 2005, AT&T is doing an amazing job fighting off VoIP competition with their CallVantage service.
They are very late to the game and Vonage has amazing mindshare for a start-up but AT&T is a strong number 2 player.
The company has so much more potential however and that is why they are partnering with Intel in a technology alliance that taps into a virtually unlimited number of products and services. First up is a WiMAX chip named Roseville and soon we will see chips for other technologies such as HDTV, VoIP and even e-mail.
One of the key visionaries of AT&Ts strategy is Hossein Eslambolchi, AT&Ts Chief Technology Officer. He has a clear vision for the future of AT&T and is a figurehead that is emerging in more of the popular press. He has become a cultlike figure within the business tabloids.
It is soon to see how this relationship will turn into sustainable sales and profits for AT&T but from a buzz perspective. AT&T is on the right track and is gaining more and more mindshare as a serious communications player across a broad range of technologies.