d6jg wrote: 
> I was thinking about which industry sectors have the least risk and in
> the top group along with Food and Medicine is ISPs. They are essential
> in this day and age. If a small one gets into trouble it will be
> supported instantly I feel.

Ireland has a lot of Pharma (viagra, botox, lipitor, paracetemol ). Most
of base compounds for Pharma come from China or India.  US no longer has
any operational fermentors for antibiotics - all in China.  This crisis
has highlighted the geographical weakness and Trump wants to bring of
these industries home. Other countries have similar concerns.  So big
risk Ireland will lose pharma. 

ISPs are mainly national at the moment.  However the most significant
part of 5G - network slicing can change that - still a local 5G network
but the ISP can then be more distributed.  Locals telcos like the idea
of 5G network slicing as it'll take back some control (and revenue) from
big cloud operators who just use a local POP and divert a lot of telco
revenue by using their own networks. .  There talk that Korea (Samsung)
and China (Huawei) are going to push hard 5G rolllout as part of the
subsidised recovery after the virus. Other countries might use the
opportunity especially if the jump in network usage due to more remote
working, more videoconferencing,  more streamed media usage. tele
medicine, online ordering/delivery etc.  persists.


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