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Telecom Faces Virtualization Pricing Issue

2014-12-15 18:44:24| Telecom - Topix.net

Concerns about capex cuts by big telecom players such as AT&T and Verizon are already hurting hardware/software vendor stocks in the US, but a bigger issue is looming for the entire telecom industry that could have greater long-term impact if not addressed. With the advent of virtualization, much of the functionality and intelligence that drive value in the telecom vendor world are moving from hardware to software -- that is a reality the industry has already accepted.

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