I’ve posted to SSRN my paper on why most telecom companies, even though they operate networks, don’t appreciate the fundamental business dynamics of network structures. This will be a chapter in a book Wharton is publishing on network-based strategies and competencies. In the paper, I describe two views on telecom and Internet infrastructure: the Monist and Dualist perspectives. The Monists, including most network operators, see the infrastructure as the linchpin ...