Future

AT&T
Atobflex

Go to company page AT&T

Atobflex
Jan 21 7 Comments

What do you think is the future of telecom sector in general ?
Used to love this sector / industry. But we are slow to catch up .
Essentially telecom is just a utility providing cable / internet service with voice .

Competition left and right , who can easily enter into this business
1. Cloud providers (Amazon , google )
2. Ott providers (Netflix , Disney , Hulu)
3. OEM for telco (Cisco , Ericsson , Samsung , Nokia )
4. Other players (apple , Facebook , starlink )

My thinking -
We will end up being utility forever with thinner margin. If this sector becomes lucrative post 5G, big tech would eat us for breakfast

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