The telecom doomsday dance.

The next time you see a telecom announcement trumpeting an agreement to resell Office 365, short the stock.

It is more likely than not that every telecom provider will wake up within a year to realize that survival depends on their ability to grow multi-billion dollar revenue streams in services that they do not offer today.  The length of time they have to accomplish that will depend on their ability to stop the ice cube on the stove from melting.