Analysts Don Kellogg and Roger Entner discuss Microsoft's Azure for Operators shakeup, as well as Carlos Slim's new interest in a European telecom.

00:30 Microsoft to quit Affirmed and Metaswitch

02:20 Comparisons to Google

03:31 Microsoft is usually more persistent

06:09 Predictions for virtualized cores and cloud for telco

06:59 Carlos Slim takes a stake in BT

08:52 Predictions for BT

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, Microsoft, Azure for Operators, Affirmed, Metaswitch,

Etisalat, Dish, Amazon, Google, Deutsche Telekom, Cisco, AT&T, vCPU, cloud

for telco, Carlos Slim, TracFone, BT