Freshwave, Open RAN and US vs China
Telecoms.com Podcast
Silenlex: A Case in Point
Silenlex is an interesting case in point. They borrowed a lot of money and expanded when money was cheap. Interestingly, it's not particularly a tech telco conversation. Have you been bright? You're in a capex intensive industry, but you've borrowed too much. It's my challenge to them. But as these activist investors often do, they sort of... They punch above their weight, which is fair enough.
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