Mobile and fixed network service providers sometimes point out that excessive competition or excessive regulation actually can depress willingness to invest and upgrade networks. And mobile service providers have learned the hard way that overpaying for spectrum likewise can create stress that limits investment into network infrastructure.
That seems to be the case in the Indian mobile market, where Indian service providers will invest a substantially lower percentage of their revenue back into their networks, compared to service providers in China, Indonesia and the Philippines, according to research from ratings agency Fitch Ratings.
Saturday, June 22, 2013
India Illustrates Principle: Competition is Good, Excessive Competition Is Not
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
Will AI Actually Boost Productivity and Consumer Demand? Maybe Not
A recent report by PwC suggests artificial intelligence will generate $15.7 trillion in economic impact to 2030. Most of us, reading, seein...
-
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...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment