Venkatesh Rao@vgrReplying to @stevesi @fmbutt and 2 othersgood measure of likely ferocity: replacement cycle for capex, and percent of cycle spent <0 ROIC6:13 AM · Nov 30, 20161 Like
Venkatesh Rao@vgr·Nov 30, 2016Replying to @vgr @stevesi and 3 others~8-10 yrs for telco. About 50 for newspaper printing presses. 😄1