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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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To: Elroy Jetson who wrote (2331)4/8/2019 4:53:12 AM
From: elmatador   of 13803
 
Elroy the market is going to split along geopolitical and cyber security lines.

My interests are what will happen in Africa LATAM and other Tier 2 countries

The Chinese will elbow Ericsson and Nokia. (MTN just started by booting Ericsson out of Gauteng province in South Africa.

Buy the market (there will be a few rich mobile operators' CEOs and CTOs...

Any company that want Chinese-less networks, for security reasons. will shun the local operators and will build their own bubbles of small networks and backhaul via satelite.
Independent of land-based networks dominated by the Chinese.

Satellites a go go:
Amazon’s system, if realized, will likely cost billions of dollars, not unlike the projected cost of constellations for SpaceX, OneWeb, Telesat and LeoSat. Bezos said last year that he already sells $1 billion in Amazon stock annually to fund Blue Origin.


It is already becoming clear that the Chinese are a liability

A top cyber-security official has said Huawei's "shoddy" engineering practices mean its mobile network equipment could be banned from Westminster and other sensitive parts of the UK.
bbc.com
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