So it's interesting to see Amdocs' announcement of a study it's done with the Economist Intelligence Unit, which appears to make much the same point.
Linked in with this theme is another recent study from NSN about the cost-effectiveness of providing raw mobile broadband capacity.
Coupled with a couple of presentation at the LTE event this morning from operators that said "we want to be a profitable pipe.... and sell other stuff too", this definitely seems to be an emerging theme.
NEW Mobile Broadband Traffic Management Paper
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