The highlight of the day should goes to Geoff Hutson’s keynote on Convergence. Geoff as I noted previously has a talent for writing and giving really good speeches. A short summary:

1. Convergence is something the industry has always being doing constantly.
2. Triple Play is game over. Bittorrent has won!
3. What your users wants may not be what you want. But focus on doing what your users want you to do – shuffle the bits!
4. All the exciting stuff is happening above the network so stop trying to build smarter network.

(3) is similar to what I had said before: “Stick to what you do best (within your layer) and you will still make your money, in ways you never expect to be in future.”

Oh, one slide is particularly interesting

As you can see, the market already redistribute to value applications service providers and the supplier higher than infrastructure providers. :-)

I agreed with almost everything he said and I doubt I could do a better job in delivering that message. If you are interested, here are his slides which is an adaption of his paper published at ISP Column.