Moon Kil Woong
Moon Kil Woong
Send Message
Moon Kil Woong
Stop FollowingMoon Kil Woong
More on CBEY by Moon Kil Woong
COMMENTS STATS
8,190 Comments
26,647 Likes

Just One ETF: Tech Catalysts Favor Return to Mean for Depressed Telecoms [View article]
I am more bullish on the technology and high tech providers than the telecoms themselves. This may change as more solutions fight for dominance, especially on the handset side lowering the pricing power of Apple. But so far, it is not happening enough to help telecoms. When you see Apple have to cut into their subscription costs from iPhone then I will become bullish again on telecoms. In the meantime, tech providers are the winners and telecoms don't invest heavily enough on technology. Their capital is all tied up in infrastructure build out.