cymric
Disciple
Agree on both the points. I can't see another telecom company entering the Indian market. Reliance was smart in it's nascent days piggybacking on Airtel for the most part wrt infrastructure and exploiting policy loopholes.ARPU is the most important parameter for telecom companies. The golden era is over and the industry is an oligopoly now. The costs will keep increasing regardless and 5G helps justify it even more.