VACAS GORDAS.
Author | Brown, Greg |
Position | TT: Fat cows. |
¿Es el sector de telecomunicaciones inmune a la recesión? Si uno se fija en las cifras, así parece.
Las ventas de las telefónicas celulares andan por las nubes. Los fabricantes de equipo de todo tipo y color no dan abasto. Y todo esto sucede a pesar de los efectos de la crisis asiática incluso en las economías más fuertes de la región.
A las compañías que se dedican a abastecer la recuperación latinoamericana les va de maravillas, incluso en los mercados problemáticos. Diveo Broadband Networks, una empresa de telefonía de Internet con presencia en la región, creció entre "15 y 17 veces" en Argentina durante 1999 y 2000, y espera que las operaciones en Brasil opaquen pronto esa cifra. "Existe un mercado, a pesar de las duras condiciones económicas", afirma David Schmieg, presidente ejecutivo de Diveo.
Eso se debe a que el costo de instalar nuevas tecnologías es mínimo en comparación con técnicas anticuadas. Tender líneas de cobre y...
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