"At a time when everyone is thinking the telecom boom is over and the industry washed up, in India they are just getting ready to go," Mr. Mauldin said.
Of course, that's not exactly what potential licensees, such as online shoe retailer Zappos.com and telecom giant Motorola, are thinking.
Here's how a worst-case scenario would play out: Say you short 1,000 Iridium irid shares at $5, thinking the troubled telecom carrier will fall even further.
I am thinking of course of the agreements on the telecom package, food safety, safety in the aviation sector, and the directive on working times for road transport.
The split between these two ways of thinking runs very deep and accounts for much tumult in the telecom world.
To critics, efficient market theory beguiled investors in the 1990s into overconfidently thinking that the balloonlike multiples they paid for profitless dot-coms and shaky telecoms were rational.
But as an engineer, and particularly as somebody who worked in telecoms and things like that on these systems, the thing that you're always terrified of when you're thinking about reliability is SPOFs – Single Point Of Failure, right?
Wishful thinking within technology, media and telecoms companies looking for new revenue sources.
This signals "the end of the average" in a firm's relationships with customers, as we are seeing with forward-thinking marketers in industries from retail to telecoms.
Companies like Fuze (formerly Thinking Phones)* and Weave are also transforming telephony from the ground up by moving telecom functionality to mobile devices.
