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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: Rob S. who wrote (25741)4/13/2008 7:35:04 AM
From: axial  Read Replies (1) of 46821
 
"A basic premise is that a flat, all IP multi-service network can provide service plans that allow users to connect via multiple devices at a price that is competitive with the combination of mobile phone and wired or wireless broadband access."

As you pointed out in an upstream post, roaming will be problematical.

Message 24325544

In the long run, carriers/operators in shared geography must competing on price for their data packages (or so it seems - maybe I'm missing it...). Early results fron Vodafone demonstrate what's coming.

Message 24076325

Part of the equation is spectrum allocation; the UK is demonstrating a more flexible approach.

What's difficult to understand is how carriers/operators can embrace "openness" and "competition" that would place pricing and revenues under continuous pressure. They can't.

[What's the justification for everybody's data plans hovering around the same price point? A "natural" price? What are the chances that these "competitors" will keep dropping prices for data plans?]

It's true that the North American market still isn't competitive but there is churn; Sprint has shown a marked decline in end-users since acquiring Nextel. But the loss reflected poor QOS from internal decision-making and management (plus technical difficulty) - not improved alternatives.

So just like "competition" in North America, "openness" has to be a sham. If openness and competition are truly effected, it'll be the death of status quo players.

Mostly, theatrics and spin - with a smattering of substance - until the next round of spectrum allocation. IMO, anyway.

Jim

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