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 ......