Business
Increasing Capital Expenditure Problem for Telecoms $T, $VZ, $TEF
By Investment Moats  •  June 24, 2011
A lot of people would choose to see that the model of telecom in Singapore (Singtel, M1, Starhub) is that of a business model that wouldn’t die and would only flourish when the whole of Singapore uses data intensive smartphones like iPhones, iPads and Android phones and tablets. We raised this issue in the past saying that monetization would have to change in the midst of increasing capital expenditure due to greater use of mobile data. Today I chanced upon 3 great article from Micheal Mace of Mobile Opportunity discussing on this topic. I really enjoy Micheal’s articles discussing technology strategies and the execution of tech companies. Any tech company investors, fans of gadgets and business owners should subscribe to his RSS feeds. This week he discuss on this mobile data capex problem. There are great discussions in the comments section as well. A definitely must ......
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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