Gregg,
Good to have you back in the SI threads. Welcome to the neighborhood.
Two points.
First, one of my friends went to Alaska last month to go fishing on one of those remote lakes and was flown in by plane. At the airport they were renting G* phones for the backpackers to use for rescue. All the bush pilots had them and they were selling like hotcakes up there. But when I posted this, everyone told me they would not offer this for months. My friend called me on the phone and told me how good it worked up there. Seems your idea has caught on in some places and perhaps even G* isn't aware of it.
I also think that in areas where there are higher availabilty of wired and wireless services, G* will have a harder time of rollout, but in those areas where voice service is highly limited, the rollouts will proceed faster. So to blast about why G* has not rolled out in NYC or LA is purely crazy. How about in the Colorado rockies or in the Arizona desert or Navajo Indian reservations? Here are some ares where finding a phone can take an hour or so. I would expect G* in Alaska and Canada to have a much faster rollout.
Second, I can remember and lived through the 1994, 1995, and 1996 roll outs of CDMA and remember Jacobs Patter, The standford professor, Bill Frezza, Tero, and a few other choice commentators who posted and blasted the news with insights about what was going on. Being one of the people tasked with rollout of this, the actual facts were quite different from what these "valued" analysts were posting on a day to day basis.
One thing I can say is that during that time, your due diligence in investigating what was really going on had a truer track record than any other posted analysis. I credit that to your being a "bulldog" and going into top management offices and asking the tough questions. Not alot of these analysts actually go visit the companies they blast. Half of them just paraphrase what the other one says.
We can hope that the G* group will continue to innovate, expand service, and go pick off the easy fruits that hang low. I would have expected the Ford Wingcast to have G* in it. I would also expect all Scata data to have G* in it, as this is a tough remote process with many points.
Any thought on G* attacking bulk markets? G* data? |