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Underwriters/Partners

James Enck

Senior Partner, mCAPITAL

Post Financial Trauma - How is the Telecom Value Chain Now Positioned?
43 minutes, 19.7mb, recorded 2009-10-28
James Enck

There's no shame in being excellent at one thing and if limited to that one thing that you're good at, you can potentially be as good as your imagination will allow according to, James Enck.  Enck also explains that in spite of all of capitalism's huge problems, behind each of those  problems there are opportunities, which we all have every incentive to solve. Enck directs the panelists to address opportunities to restructure and re-aggregate the telecom industry's value chain. For Enck telecoms, user interface, and social software are blurred within the same spectrum and the differences are more semantic than material.

The panelists observations from this 2009 discussion include the thoughts on the benefits of taking a medium-term perspective; noting that rapid and decisive movement to cost-saving options are in demand; and intra-company projects with interesting ideas but no obvious revenue model may not be viable. Meanwhile, entrepreneurs thrive in an echo chamber developing almost-innovative ideas that, currently, revolve around social/consumer-oriented mouse traps to catch mice already caught.

The panelists include Sean Park of Nauiokas Park; Pat Phelan of Cubic Telecom, and Michael Jackson of Mangrove Capital.


Our publication of this program was made possible by the support of the following:

James Enck is a senior partner at mCAPITAL, a European and Asian special situations investment fund. Prior to helping found mCAPITAL, James was responsible for global TMT investments within the Merrill Lynch Principal Credit Group in London. This followed ten years as a sell-side telecom analyst, during which he wrote the first research note on Skype within days of its launch, predicted BSkyB's entry into broadband by eight months (a view the company vehemently disagreed with at the time), and was recognised by Bloomberg as the top stock-picker in telecoms globally in 2006.

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Photo: James Enck