jkim I think we are getting mixed up a little here.
I am not talking about setting the business up in India to use Indian labour ect. I am talking about selling technology to india to use in their infrastructure expansion..
The forecast infrastructure capex by telcos, govt etc over the coming few years is circa 48B. India doesnt have an established network of fixed line communication (I believe).
Hence I would have thought that ARR supposed superior low cost wireless business would be in a prime position to attract some of that spending. (this point has been proved by the significant orders shipped)
The problem with the ARR push into India seems to be getting paid. I believe that the problem isnt with the end customer but some middle man business.
All I am getting at is that its a huge potential market for ARR product. Yes, it has been botched regarding payment structure ect. There must be a different way that ARR can still access that market and be paid in an orderly fashion?
(I have overlooked the supposed lack of ability to sell the higher margin portion of the tech I know)
Did we get our wires crossed?
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jkim I think we are getting mixed up a little here.I am not...
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