Hey GR,you are one very enthusiastic holder.
Its probably good,your very positive,i'm very negative tls and penn.
So my negative reply is,lets divide ehealth into 2 categories
-First there is the fixed and mobile connectivity required by ehealth,tls may have its benefits in 35 major cities with mobile 5g 3.6ghz,.But i would guess this adavantage is restricted to mobile and when all other connectivity is taken into account account i just can't see a material impact for tls's earnings.thru ehealth connectivity taking into free extra data etc etc etc.
General commercial/business connectivity for tls nas is probably more positive re these 35 cities.
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- Then second we have ehealth applications and services imo where the real money is made.But tls has serious agile,experienced,focused etc etc competition in this area and not forgetting tls was forced to write down its many acquisitions.Some examplesmedit,cobiet,tempus,patientpop,flatiron,Bswift etc etc etc.
As posted ehealth would have to be the most complicated and i'll include fragmented sector ,but is tls capable of competing with the above competition,i don't think so.
penn said there are some parts of ehealth doing ok,that is probably correct,but they may be very simplistic parts of ehealth nas where tls makes use of its connectivity,customer base and again the application or service itself may be simplistic.ie a bit like mtdata.
But i feel tls's ability to make ehealth a material profit earner for tls is limited.At least under current structure and management.
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