10Mes·
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14 Commenti

T-Mobile and Alphabet
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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)
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@WarrenG Cloud provider ... what is the source of this information? Which market, global, USA, Europe?
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@AIex Google mal Cloud Market Share
@WarrenG and which of the more than 100 possibilities is the source you are referring to? And why is Alphabet sinking into insignificance?
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$IOS take a look at these. 😇
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@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.
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@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.
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And why are you thinking about investing in telecommunications?
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@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.
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@helmut_ott Yes, that's true, but the performance is often subterranean. Relatively high dividends don't help many companies any more.
$VOD - reliable dividend payer and I think that a bottom has been reached
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