23 Jan '12, 10pm

A peak into the future of telecom profitability 2012-Singtel, Starhub

A peak into the future of telecom profitability 2012-Singtel, Starhub

“Since it is our own set-top box, we can innovate around it,” he says. “In the U.S., they buy their set-top boxes from other providers.” That’s a mistake and lost opportunity, Niel says and proceeds to outline how pivotal these set-top boxes are for his company and its future. For example, Free.fr used the set-top box for automatically sharing a portion of one’s broadband connection via Wi-Fi with other Free.fr customers. Over five million set-top boxes means Free.fr has a free Wi-Fi cloud enveloping major cities such as Paris. Even when away from home, you can easily get broadband instead of resorting to an expensive 3G network. This Free.Fr free Wi-Fi network is going to play a pivotal role in the soon-to-be-launched service, which will be using 42 Mbps HSPA+ technology. The company has built a network of 15,000 macrocells, but those 5 million “nano cells” are going to b...

Full article: http://www.investmentmoats.com/money-management/dividend-...

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