Mr Miller, I do not have the answers to these questions, though ZI am figuring you were asking the thread, in general. I do however have some thoughts on DGIV in the US. To me it would short sighted for DGIV not to have plans to offer their service in the US, it is far to rich of a market to avoid. I imagine that they do indeed have plans, and when announced you will see an immediate impact in the share price.
ACCR offers service in a handful of southern cities in FL and AL, mainly. Their price took off just based on the limited range of servcie. RMII offers calling in I believe 3 cities in CO, and their price jumped liked crazy. Just the announcement of the Intention to offer US service means nice possible movement. The 'Little Guys' have as much chance in the US as they do elsewhere in the world for generating the same revenue, as they would in other countries. It all goes back to the Big Fish, Small Pond vs. Small Fish, Big Pond. It doesn't matter if yu obtain 10% of a small market or 1% of a huge market, its all about the revenue/profit that results. Every one of these companies has a different plan of attack. DGIV has concentrated on the countries where no one else is, but eventually they will bump heads with competition, in every country, it is only a matter of time.
If the 9 Billion number proves to be accurate for what the total LD IT market generates for the industry, then a significant portion of that will be in the US. If DGIV does not have access to that market, then they eliminate the Potential to fight for those dollars originating in the US. I highly doubt DGIV, or any IT company, would cut themselves off from this source of income, whether or not the competition is fierce. The small guys can win in the Telecom industry, they already have via Phone Cards, International Callback, and VAR. The small companies can make it big with the right strategy. |
