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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: axial who wrote (46214)2/3/2018 2:16:09 AM
From: elmatador  Read Replies (1) of 46821
 
It is the focus on business cases that let lots of money to be taken. It is there for the taken.

How? I explain. Companies do not like to address the low revenue high maintenance customers.

They want the high revenue low maintenance ones.

Companies have high cost structures, They cannot address the low income market, They want the low hanging fruits.

Two things changed that:
  • There is new technologies that can serve these markets cost effectively
  • There is a money sloshing around, burning the pockets of the capital holders.

Now it is feasible to serve the unconnected.

An American person would argue that it is harder than I am thinking.
Of course it is! In the US this is not decided by any business case but by the Belt Way lobbysts.
Connectivity iof a fight over access to poles.
The costs of labor is huge.

Down here, it is undeniable that we face much more challenges than an advanced country.
Most of it are the lack of the right tripod:
TRIPOD: Transport Energy Communications

But we compensated with the big advantages: Los costs labor coupled with low cost technologies that appeared and continue to appear.
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