LoginSignup
Helmut O.
@helmut_ott
10Lun·
1
13 Comentarios
Mark R.@InvestmentMark
10Lun
T-Mobile and Alphabet
•
3
•
Imagen de perfil
CD@Carpe-Diem
10Lun
•
3
•
Imagen de perfil
Soprano@Soprano
10Lun
Telekom rather not, but if you do then consider whether you want to rely more on mobile communications or fiber optics. And cloud providers everything except Alphabet (Amazon is #1 and MSFT #2 in the market while Alphabet is sinking into insignificance)
•
2
•
T..@AIex
10Lun
@WarrenG Cloud provider ... what is the source of this information? Which market, global, USA, Europe?
••
Imagen de perfil
Soprano@Soprano
10Lun
@AIex Google mal Cloud Market Share
••
T..@AIex
10Lun
@WarrenG and which of the more than 100 possibilities is the source you are referring to? And why is Alphabet sinking into insignificance?
••
Imagen de perfil
Tenbagger2024@Tenbagger2024
10Lun
•
1
•
T..@AIex
10Lun
@Tenbagger2024 All nicely laid out, although some leading providers are partially missing, including Vantage and CyrusOne, which lack reliable data...there are others...overall some gaps in the analysis.
•
1
•
Imagen de perfil
Tenbagger2024@Tenbagger2024
10Lun
@AIex
It should only be a small indication. Of course, dear Helmut will have to do some more research himself.
The topic is too extensive for that.
•
1
•
Imagen de perfil
Kevin E.@KevinE
10Lun
And why are you thinking about investing in telecommunications?
•
1
•
Helmut O.@helmut_ott
10Lun
@KevinC Telecommunications is and remains an essential element of public infrastructure, big players in this sector are systemically relevant and therefore a good investment in my view.
••
Imagen de perfil
Chris@Psychedelic_Sunflower
10Lun
@helmut_ott Yes, that's true, but the performance is often subterranean. Relatively high dividends don't help many companies any more.
••
M S.@Makies
8Lun
$VOD - reliable dividend payer and I think that a bottom has been reached
••
Únase a la conversación
InscríbaseInicio de sesión