that "voice" often means mobile in fast growing and mature markets. For all the concern about voice prices going to "zero" or "near zero," the equally important observation is that "access" is growing in value. We'll have some work to do on the "montetizing" front, but access, not minutes, remains strategic.
Sunday, January 28, 2007
Not That You Needed Any More Proof....
that "voice" often means mobile in fast growing and mature markets. For all the concern about voice prices going to "zero" or "near zero," the equally important observation is that "access" is growing in value. We'll have some work to do on the "montetizing" front, but access, not minutes, remains strategic.
Labels:
mobile
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Subscribe to:
Post Comments (Atom)
R.I.P. Danny Tarampi
Danny Tarampi , proprietor of Gunther Glass Surfboards, passed away recently. As a friend quipped recently, “none of us gets out of here ali...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
No comments:
Post a Comment