This is my last daily commentary for today. And it's going to be tech again here. I have a bunch of Tech links at the end but the big highlight here is the mobile telecom space.
I keep going on and on about how mobile is where the technology industry is moving. So clearly the access/telecom end of that is going to be important. The T-mobile move to unbundle the handset subsidy from the telecom monthly fee is a bold move forced onto the company by its lack of scale and resulting subscriber losses. Nevertheless, I think this is going to usher in a new period of margin erosion in both the hardware and access markets.
I am a T-mobile customer. So let me tell you about my history as a mobile user in the US. (I have used Vodafone and T-mobile in Europe - in the UK and Germany - for the past 1...
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Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.