Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (61015)	7/11/2018 6:07:40 PM
From: maverick61	Read Replies (1) \| Respond to of 78748

Apple’s Next iPhone Could Spell Big Trouble for AT&T and Others Google Pixel 2 phones already come with esim Samsung and Apple are playing catch up and will have esim in 2019 - but as far as impacting carriers, I suspect it is a non-event. It is not hard to swap sim cards today. Numbers can be easily and quickly ported between carriers. However most people are either happy with their carrier or too lazy to switch. Esim will be a non event as it comes to phone companies

To: John Koligman who wrote (61015)	7/13/2018 2:58:50 PM
From: Graham Osborn	Respond to of 78748

Nice post John. I went to a presentation for a startup recently that was building an exchange to offer plans from different carriers on eSIM-enabled devices. My biggest objection was that the telecoms would fight a commoditization of their business tooth and nail - this would mean serious rate-cutting. But I didn't factor in that the deal might work out well for the device makers. If that is true, the business model may hold water. And the debt-laden telecoms may be even more screwed than they were already. I think that in the 21st century telecoms will basically replay what happened to the railroads in the 20th. Even the strongest business moats rarely last forever, and no management likes admitting it's time to starting delevering and rolling back the business.