To the thread, critique welcome on the following theory I've been developing -- G* paradoxically becomes more valuable as the terrestrial/3G wireless build-out continues. This theory just adds to numerous other G* strengths.
First, as people start to use wireless as their primary phone, they want to have access no matter where they are and will not accept lack of coverage, dead zones, etc. G* becomes the dominant satellite provider where cellular coverage ends worldwide. For example, VOD and other SPs can sell G* partly as a cell phone insurance/safety policy. As people become addicted to instant access, they will demand cell/sat phone coverage irrespective of their geographical location and SPs will turn to G* to provide this value-added service.
Second, as 3G data wireless grows, the cellular service providers must spend megabucks to upgrade their current equipment and infrastructure in the major urban areas of the world. Paradoxically, I see this trend as a great benefit to G* because these same cellular SPs will spend all of their resources in the major urban areas to keep out competitive SPs, will not expand out from these urban areas as quickly to fill in dead zones and coverage gaps, and will less quickly expand service to less dense areas to start cellular coverage there because of a lack of resources. This trend great enhances the G* time-to-market advantage and, if G* can get to its 2nd/3rd gen system, may lead to certain geographical areas/cities in which there will only be satellite coverage in the future.
djane (have at it :-)) |
