Globalization is everywhere. Still one of the most crumbled markets is  the telecom world (classic telephony or mobile). But we are tired of  changing SIM cards as we land, we are tired of  remembering to redirect  numbers when we leave the office, we are tired  to memorize all our  phone numbers, someone's gonna fix it ... lots of money still there and the seat of a world wide telco is yet free.
The race (could be called war as well) started: Apple, Facebook, Google and Microsoft moved troops, stroke and changed the strategies. We know who is top search engine, top gadget maker, top social networking platform or top operating system vendor, but who is going to win the top world-wide telco crown? Time will decide, first for now just a quick look at top fighters.
MicrosoftBeing still hot, let's look first at Microsoft and its acquisition Skype.
Deal  was agreed, but it is going to take some time to get approved by  authorities. This period is a big waste of time. Besides that, the whole  eco-system is a mixture, fitting pieces (i.e., Microsoft applications  with Skype communication) together to build a puzzle that was not  designed for this goal from the beginning it is going to cost more time  and quite some money in development and deployment.
Another weak  point for this team is poor presence among end user mobile terminals.  Windows 7 for mobiles is at its very young age, iOS and Android have far more third addons that significantly balance the end user decisions of what to buy. Moreover Microsoft does not have a  branded hardware yet that attracts customers. Buying Nokia can bring them the  infrastructure, the knowledge to build mobile hardware and more  distribution channels, still the 'device' is not there since Nokia does  not have it either. Therefore more lost time.
Many presented  their friendly relation with Telecoms as a strong point, I see it  completely different, we talk here about taking parts of telecom cake,  so it can turn against rather than help them. I expect Telecoms reducing  Microsoft's revenue on other channels (desktop and server OS,  productivity applications, a.s.o.) once it starts direct competition.
AppleThe  company is lone rider. Does cool stuff, good looking devices and rich  user experience that everyone want, but for the other companies is hard  to do business with them. Apple has a 'good' reputation of changing the  rules in the middle of the game as they like.
They are well  positioned regarding mobile devices with iPhone and I would count even  iPad and iPod Touch. The upcoming iCloud can provide the needed  infrastructure to run telecom service.
Facetime service looked  interesting, still none of my close contacts switched to use it as  primary communication channel. I don't have figures about their  subscriber base, but can be the seed for the telecom plans.
GoogleBy  using Gmail ID Google solves quickly the addressing space with unique  user ID in a convenient way. The subscriber base is big enough to be  very appealing to use the service or interconnect with.
With  GPhone and especially with Android OS for mobile phones and pads, Google  is extremely well positioned at this moment, recently 
outselling iPhone.
Google offers GTalk and Google Voice products for voice communication,  too separated so far in my opinion.
FacebookThe famous social networking relies primarily on its user base. They  realized that lack of a public Facebook unique ID is working against  them, so recently they added own email service and try to force users to  choose their Facebook address.
End user controlled device is missing completely right now, there were rumors about a Facebook phone, nothing for sale so far. Their messaging system is open for federating through XMPP, an open standard, but internally it is different.
My thoughts Money is not a big issue for any of these companies, what matter is the 
time and the 
immediate gain of taken decisions.
What I would like to see from the new telecom model? Freedom in communication and mobility for users, plus a proper mapping of the service on the Internet architecture and use what drives the Internet and made it famous (the DNS). What I expect?
- be able to choose my contact addresses (what used to be phone numbers), where people can call me. I am Daniel, not the only Daniel in this world, but I am the one at Kamailio project, so daniel@kamailio.org can uniquely point to me.
 
- be able to interconnect easily with my own brewed telco system. Look at how email is working - Internet domains (DNS) for routing.
 
- be able to migrate easily my own brewed service to world wide telco's infrastructure (porting my addresses) and the other way around. DNS is again straightforward the solution
- be free in the content of the communication, no restrictions on media type imposed by core network
 
 At this moment I see SIP, the open standard protocol very popular in Voice over IP, as the right direction. Yes, I am a SIP guy, but it is hard to argue against the next facts:
- SIP has a very large end user equipment base in place - SIP is  deployed by many operators and present in form of hardware or software  to hundreds of millions of people, probably more than Skype has as Tim Paton stated. That means if  one of the companies starts a very appealing SIP service, it costs nothing to all those  owners of SIP devices to join the club - a huge market already prepared.
- Interconnection still drives a lot of money in telecom - a trusted  world wide company that can offer direct SIP-to-SIP interconnect at  cheap rates can secure good revenue from existing SIP-based VoIP  operators just by offering a bypass of PSTN.
- SIP was designed with IP networks in mind, therefore it has email-like addresses and DNS in the core of the protocol
- Native extensions for end-to-end (proxy model, see below) Text Messaging and Presence
- It works with any real-time media streaming communication - voice, video, desktop sharing, a.s.o.
 
 Using SIP is not easy though, has to be done carefully, the most  important aspect is to forget what a classic Telco does and design a new  telecom model:
- forget about implementing the intelligence in the core network -  back-to-back user agent model does not scale to world-wide telco target and imposes restrictions on type of communication. Proxy model scales much more better and requires only the basics of SIP - just interconnect people and operators.
 
- stick to basics of SIP - specifications that worked always and they are very simple to implement. If your engineers cannot design the service using less than 10 SIP related RFCs (3 being the core of the protocol), fire them, is going to be too much of classic telecom.
 
- let the end device be in charge of communication - people like  smartphones, they pay a lot for such devices and then want to use them  to full features set
 
- charge based on time or volume of data, not type of communication - I  may have my new SIP application doing 3D holograms, don't hunt the  content type to rise the price, it is a set of bits flowing around for  anything, period
- TLS as primary transport layer - protect people against ISPs blocking VoIP, ensures encryption of content (texting and presence)  and privacy (who is calling who). Moreover, for Interconnect services  will provide good authentication of peers, without the overhead of  setting new access rules for any new server a company is powering up, removing as well the risk of SPIT
 
- no allocation of random numbers - provide the option for people to choose their contact ID, email-like addresses is something people are familiar with and remember easily
 Regarding the technology, if there is nothing developed in-house for the  infrastructure part, using open source would bring real advantages.  From the applications I am familiar with:
- Kamailio SIP server for proxy - hard to beat scalability for routing SIP, including secure TLS  communication from end user to core network or for interconnect, plus SCTP  as a good choice for within core network communication
 
- a good range of software for dedicated Voice application servers, e.g., Asterisk, Freeswitch or SEMS
- gazillions of extensions already in place for add-on services and interaction with social networking or other IP services
 
- access to source code to develop further enhancements in-house for new needs and be  able to integrate with the other services offered by third parties or  the company itself
How about you? What would you like to get from a new world wide telco? Which technology would be today the best to choose? Do you think of any other company able to run in the race?