Alan Kohler interviews Gary Greenbaum Syntonic, page-28

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banksy808

4,125 Posts.

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27/08/19

06:59

Post #: 40163276
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Originally posted by Pizzas4: ↑

Hey Up

You make a very important point;

"........the cost of data to them is negligible, and when they free rate themselves they have data leakage."

In terms of spectrum cost and network upgrades to 5G and declining revenue per user, the product suite is becoming more and more important as you understand.

However a lot of retailers don't understand what GG is saying and how the SYT carrier grade solutions mitigate these issues.

You can't push more down the pipe (network spectrum) than will fit. You can increase the flow (5G) but what is the point of the additional infrastructure cost for less revenue per user (unlimited data).

You can keep building bigger and bigger pipes but only if governments allow you access to build another pipe (buy more spectrum). But that is a recipe for disaster as you increase capital cost for less and less revenue. If the carriers keep doing that they will go broke.

So the move to mobile data by consumers will eventually send the carriers broke if they are unable to lift ARPU. But ARPU is declining. Unlimited data just makes them go broke quicker.

So they need additional revenue from customer that does rupture the pipe. So they can use someone else's pipe (cross carrier using SYT's VMO) or add margin per user or Ideally both.

The carriers need the SYT product suite as Gary knows and the carriers are increasingly finding out.

Hopefully the above provides a better understanding of why for those who don't get why the SYT product suite will be increasing demand by carriers.

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"However a lot of retailers don't understand what GG is saying and how the SYT carrier grade solutions mitigate these issues"

Too funny, does GG understand what he is saying?

Thank-you wages and bonuses say SYT

SYT Price at posting: 0.2¢ Sentiment: Sell Disclosure: Not Held
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0 Great analysis

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