Google Wave - Good News or Bad News for Carriers?

My current Service Provider Views column on TMCnet is running now. I've had some exposure to Google Wave recently, and it sure has a lot of possibilities. I've taken a first cut at this in the column, especially in terms of what it could mean for service providers. There's a lot to consider, and I have some follow up pieces in mind for future columns, so this won't be the end of it.

It's very early days yet, but I'd love to hear your thoughts on Wave - so please give the column a read, and let me know.