As you know from the other forums here, wholesale providers such as Global Crossing have been recently in the front of discussions in several forums both here and at DSLreports. Those discussions have included the on-going BV meltdown. I was told by a little birdy to watch for a press release to explain at least some of what was happening, but I haven't seen anything of the sort [yet].
What I did find in my searching was that Global Crossing was to hold a "conference call" this morning to update the financial community, something corps do all the time. I saw the press release yesterday at
http://www.prnewswire.com/cgi-bin/st...3539207&EDATE=
which explained how to listen to a replay (you can listen too). I did so just now.
It was quite boring *until* they talked for a bit about "wholesale pricing".
In this particular area, GLBX has reduced revenues by US$132M but have increased their gross margin rates from 9% to 17% in the same period. They are getting rid of low margin business to build overall profitability in that area and it's working for them. They say it is simply selling "excess in our network" and they feel they are better served with a higher profit margin rather than going for "market share". They also feel that the rest of the market is, or will soon be, doing the same thing.
Bottom line: it sounds like the big dip in wholesale pricing this past year may be over .... and that those who planned their business models around those temporarily low prices may be faced with some real challenges.
IMO: the consumer-level VOIP playing field may have just been somewhat redefined.
HTH,
- Don
Global Crossing talks about wholesale pricing 
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