Are there any issues with customers not recharging the service but keeps the hardware? Direct TV is subsidizing the devices and it would be a big loss if they get the hardware but is not being utilized. whats is the utilization %?
What prevents other company to purchase sand mines and rail roads? I assume rails roads are limited so it is hard to buy. If you were to join one of EOG competitor what changes would you make? What % of revenue ot EBITA was the spendings on sand mines and rails roads?
Very intersting. Previous comments asked many of my questions. How was 30% fee recieved by users? Was inefficiency in operating model the most of the issue in decreasing in task/user?