17 Sep '11, 8pm

The erosion of telecom margins: Will mobile operators like Singtel, M1 and Starhub lose to Google and Apple?

The erosion of telecom margins: Will mobile operators like Singtel, M1 and Starhub lose to Google and Apple?

The erosion of telecom margins: Will mobile operators like Singtel, M1 and Starhub lose to Google and Apple? by Drizzt on September 17, 2011 Readers at Investment Moats will be familiar that I have highlighted a few articles in the past that what you think is a business model with a strong economic moat enhanced by the smartphone revolution might kill telcos like Singtel, M1 and Starhub more than enhanced them. Consider reading these few past articles: Primer to telecom investing: Singtel, M1, Starhub Starhub, M1 and Singtel’s existing telecom business model approaches end of life How the smartphone revolution will affect M1, Starhub and Singtel Smartphone revolution causing back hual problems Telecom operators in US moves to tiered pricing The rise of VOIP iPhone App Viber What we learn from these article thus far is Telecom is a utility like business that is resilient in...

Full article: http://thefinance.sg/2011/09/17/the-erosion-of-telecom-ma...

Here Comes Apple's Real TV

fragerfactor.blogspot.com 17 Sep '11, 10pm

Yahoo search chief: We will actively seek to muscle in on Google’s search deal with Apple – MacDaily macdailynews.com “Sha...

[Princessa's Diary] The CRUELTY of Starhub Mobile

[Princessa's Diary] The CRUELTY of Starhub Mobile

sabrina.sg 15 Sep '11, 9am

I'm just guessing, but this is just all too beneficial for Starhub. Although my monthly flat bill is just SGD50, but if yo...

Apple Puts iCloud.org Domain Name To Use

Apple Puts iCloud.org Domain Name To Use

dotweekly.com 17 Sep '11, 7pm

The domain name iCloud.co (.co not .com) went to public auction on domain name aftermarket service Sedo.com with the aucti...

Mobile security for peace of mind

todayonline.com 18 Sep '11, 10pm

Industry experts say that by next year, there will be 1.2 billion mobile workers worldwide. They also report that by 2013,...

For the future of mobile payment, there is Mast...

todayonline.com 18 Sep '11, 10pm

NEW YORK - If MasterCard gets its way, you will be able to buy a product off the TV simply by waving your credit card in f...

Duh. Named after singtel gateway=free advertisi...

todayonline.com 17 Sep '11, 10am

SINGAPORE - An 18-year-old student has beaten about 500 hopefuls to win the SingTel Grid Girls 2011 competition. Ms Mio Li...

SEO Lessons From Apple’s Steve Jobs

searchenginejournal.com 15 Sep '11, 1pm

To some he is the devil incarnate , and to others he is nothing short of a god-like genius . Love him or hate him, you can...

Wait, it's a joke right? The winner of the Singtel Grid Girls is MIO Lin? C'mon!

Wait, it's a joke right? The winner of the Sing...

channelnewsasia.com 17 Sep '11, 9am

SINGAPORE: An 18-year-old student has beaten about 500 hopefuls to win the SingTel Grid Girls 2011 competition. Ms Mio Lin...