Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: elmatador who wrote (51519)	7/11/2004 4:41:20 AM
From: Taikun	of 74559

You're on the inside! Well, the prices paid for 3G licenses were unsustainable, and wireless will take longer to catch on in the US than Asia. Europeans (such as Italians who seem to prefer cell phones to email as they can talk with their hands on a call, hard with email). NTT/Vodafone and other operators have neat applications that Americans can't use in their cars so the US will lag. (Not enough Amtrak here) Wireless should expand in Asia and Emerging Markets because gov'ts don't have to worry so much about telcos with installed base of infrastructure. Wireless-as with VoIP-is still less protected by the US courts than land-lines (political or what?) and that hinders wireless/VoIP in the US also. These companies operate on razor-thin margins. Not an enviable business!

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