Monday, April 7, 2008

400 Percent Mobile Penetration

Aside from machine-to-machine traffic, it is hard to imagine WiMAX or any other fourth-generation network getting anything close to 400 percent penetration of mobile users. And while we might argue about which entities will provide the revenue, fees or prices lower than we might expect for a primary device are the likely paths. Is 400 percent penetration crazy? Not if new devices supply the demand.

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Amazon, Alphabet, Meta, Microsoft Capex is 3.5% of Global Total

In one sense, capital investment in data centers and artificial intelligence by Amazon, Alphabet, Meta and Microsoft represents only about 3...