SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ericsson overlook?
ERIC 9.720-1.3%Nov 14 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: P2V who wrote (2551)1/16/1999 7:23:00 PM
From: Clarksterh  Read Replies (1) of 5390
 
Marden - If one looks at the vast continents of China and India
(with few if any telephone or fiber lines, it's obvious
that this is indeed a very lucritive and most important area.

I agree that in a greenfield country like China the revenues available from building a backbone are a larger proportion of total costs than in the US, but I would still argue that when you you consider all of the last mile (from the handsets to the MSC's) that the last mile probably is bigger than the cost for the backbone (for the reasons I gave in my reply to the bullfighter). Also it should be noted that China in particular is starting to develop their own switching equipment (it is generally possible to get by with older technology than in the wireless portion of the loop?) and will start using foreign manufacturers less. (I'd have to try to find where I read that, but it was in some reputable mainstream source .)

Clark
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News