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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: axial who wrote (14698)4/20/2006 8:33:04 AM
From: ftth  Read Replies (1) of 46821
 
Jim, re: Not to overstate the case, in some dense environments we should expect to see performance degradation in wireless using unlicensed bands.

Don't know about you guys, but it seems it doesn't matter much if it's licensed or unlicensed. I've had 4 different licensed cellular services over the past few years, and they've all become pathetic and progressively worse in terms of mid-call drop-outs, garbled quality, and complete call drops.

Seems more like the "Tragedy of the marginal-competition marketplace," or the "Tragedy of vertical integration of service provision with infrastructure investment" more than anything. It practically guarantees this outcome of milking the infractructure for all it's worth in service revenues, for years and years, without any meaningful additional infrastructure investment to account for added load.

There just isn't adequate competitive pressure for new investment in infrastructure, and all the operators co-exist in a state of marginal quality and ridiculously oversubscribed networks.

And why not? People are locked in to multi-year contracts and sometimes expensive gear. They have to tolerate the piss-poor quality and they have little bargaining power as a marketplace to steer things in a better direction.
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