Make no mistake: A hurricane is brewing offshore, and
real estate up and down the telecommunications coastline
will be affected. This maelstrom is gathering momentum
daily as three distinct forces—portalization, stickiness
and convergence—come together to reshape the landscape.
Which companies will be affected, and to what extent,
depends on how they prepare for the rapidly gathering
storm. For starters, companies will need to look
ruthlessly at the “beachfront property” they own and
operate, and recognize opportunity amid the turmoil. The
focus should be on developed and developing properties.