Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Global subscriptions for smartphones will more than double by 2020, helping mobile data traffic to ninefold, the world's largest telecoms network gear maker Ericsson predicted on Wednesday. http://in.reuters.com/article/2015/06/03/ericsson-subscriptions-idINL5N0YP08Y20150603
While we wait for AIE price to return :) - I wanted to share with you a thought. We keep hearing about phone sales stagnating etc - however while this 'might' be true I think it is misleading. Why - a) Battery's Each and every day we use our existing mobile (data device with a battery) - commenting on how true this statement is etc - after all "there is NO reason to update". is there?! However, I ask, how many of you can easily replace the battery? Answer - Not many - and that is by design. So while the statement 'might' be true today (right now) - it certainly will not be true 18 months from now (for me at least). Why - b) Data We need data & for every day that ticks by we need more. As a test - try surfing the web via 2g (or dialup - remember that!) - developers generally don't cater for low bandwidth and this trend will be the same as with early game development (early 1980). Ie developers are under pressure to deliver functions for the masses and one part that can be cut back on is low bandwidth support. In other words - handset + data demand will return - just a matter of when! BTW - I have a Nexus 4, and no I can't (easily) replace the battery so will be purchasing a new phone BEFORE it gets too late! In other words - I skipped Nexus 5 so "stagnating" statement 'was' true - while I am pause before my next purchase, however before long we will all have to update!
http://shares.telegraph.co.uk/news/article.php?id=4758548&epic=AIE
http://www.anite.com/businesses/networks-testing/news/anite-integrate-opticom%E2%80%99s-pevq-s-streaming-video-analysis-nemo#.UwIbpGJ_stE Some news from their site...
Data is required in more and more devices - this means more testing kits which should result in AIE and SPT rising. Question is just when. Have a look at Spirent Communications Plc (LON:SPT) - they are a related company and are in recent days have an improving SP. I think - AIE is undervalued at current price. When are the next set of results expected? Soon I guess? When it goes - it will fly! We just need something from ANITE to confirm orders are coming back.
http://www.engadget.com/2013/12/06/verizon-expands-lte-capacity-select-cities/