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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: axial who wrote (4484)12/2/2001 11:44:55 PM
From: Peter Ecclesine  Read Replies (1) of 46821
 
Hi Jim,

>>We know that the progression to 2.5 and 3G is a must - if it is not developed, then it will be impossible to pay off the spectrum debt.

What position do you see the incumbents playing in this emerging scenario?<<

Commercial success is regulatory success. All government is local. "Remember, government is a coercive force."

The emphasis on NPV-positive customer acquisition at SBC [if we are being good stewards with our spectrum, don't saw us off]

Government will make those Minutes of Use available if some can make them commercially successful.

The progression to 3G is not a must, the progression to profitable use of the spectrum is a must.

petere
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