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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: Sam Citron who wrote (29632)4/1/2009 2:22:07 PM
From: Frank A. Coluccio  Read Replies (1) of 46821
 
Hi Sam. I can't address to what degree or where a shortage of wireless broadband bandwidth exists with specificity. Downward pressures are brought about due to several factors. First and foremost, because it is a physical constraint, there is a dearth of backhaul capacity in many instances, which the wireless cos are trying to remedy. Secondly, I suspect the ultimate factor after the backhaul is solved will be whether the larger players want to place themselves at risk of cannibalization. Today it's their paid subscription services that are keeping them bouyant, either by the minute or the download. These are the same types of services that can be easily mimicked from the user edge, similar to how it's already taking place over wireline facilities, if an all-IP playing field with sufficient bandwidth were made available. They're accutely aware of this possibility unfolding into a reality. They'd be like fish out of water if that were to occur. So, when the inevitable opening of the bandwidth floodgates occurs, I would expect that many incumbents will avoid 'cost-based' pricing and instead bill according to some artificially-inflated tiering structure in order to offset their losses from legacy services, pretty much how I see some of the more legacy-minded incumbents reacting to similar circumstances in the wireline realm fairly soon (where not already).

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