Hot Markets for 2007 — Prepare for Growth

There’s a particularly attractive opportunity for printers to provide “dot-mobi” domains and sites formatted for cellphones and PCDs. Pay attention to Mobil Top Level Domain, the management company founded by Microsoft, Google, Nokia and others.

Long distance, local wire, fibre optic and cable ($1.5B to print, -64 percent) are consolidating among small, rural providers (e.g., Citizens acquiring Commonwealth Tel) and the Baby Bells. AT&T’s merger with BellSouth will finalize in 2007 and other conventional providers are in marginal or zero growth as consumers migrate to wireless ($2B to print, 0 percent) and VoIP connections.