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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tinkershaw who wrote (51145)4/28/2002 11:42:15 AM
From: marketing1  Read Replies (1) of 54805
 
<<So unless CDMA data usage bills become reasonable>>

Agreed, at current pricing, data usage will not proliferate.

Talked to local Verizon wireless store recently, they charge standard per minute rates for data plus a $30. monthly usage fee. They claim to be rolling out 1x along the East coast and appear to be doing so.

Sprint wireless local salespeople tell me they will roll out Wireless in July '02 throughout the entire US simultaneously. They do not have details of pricing yet.

I would think from a marketing perspective that Sprint will offer a pricing package for Data that is competitive to Verizon. AND THE PRICING GAME BEGINS!

Here are the factors (imho)which are yet to develop to contribute to more mass utilization of mobile data:

1. We need to have 2 carriers in the CDMA data game in order to get that needed pricing pressure that will enable more mass utilization. CURRENT PRICING IS A KILLER.

2. The carriers need to have the capability throughout their networks for Data usage.

3. As people become use to using the internet like people use the telephone, then people will want to have the internet everywhere, in a similar fashion to how telephone usage begot cellular usage.

The more one uses the internet, the more application one finds to use the internet.

Broadband connections which are always on in the workplace and often at home are proliferating. Professionals are much more heavily dependant on the internet now.

Basically, it all boils down to supply, demand and competition.

regards,
marketing@WeAreGettingThereButNotFastEnoughForMe.pov
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