Wall Street vs. LTE
6/24/20102:30 PM Investors don't seem thrilled with LTE. Is it because no one sees a clear path from bigger bandwidth to higher profits?
2:30 PM Investors don't seem thrilled with LTE. Is it because no one sees a clear path from bigger bandwidth to higher profits?
Nice analysis Phil -- but I noticed the elevator was going UP?!
Let's see, more commodity data traffic, more infrastructure costs, a crappy role in the "app ecosystem" -- what's not to like for carriers?