Hi, greatly appreciate thoughts from others on why the negative price action on this stock? Guess there's some news that can be interpreted as being bad, but is it really that bad?
Roll-out slower than expected - but is that really unexpected with all large technological infrastructure project?
Accelerated Capex for 5G - Better to accelerate development and be the early bird that catches the worm?
IIOT - AI, smart warehouses, smart buildings, autonomous vehicles, continuous monitoring systems - pretty sure this is a trend that's set to continue and grow?
Is there anything to suggest that the products are not competitive?
Lack of communication from the company - surely that's better than over-tweeting like Elon Musk of Tesla?
Just happened to have re-watched Minority Report movie on Netflix ... and been thinking what the technology in our future would possibly look like...
