Ken,
I think Arnie already responded to the Bell Atlantic news (here or Yahoo!) Apparently, 1) Bell does not have GROUP mobile-to-mobile, only person-to-person, 2) I think they still bill to the minute, 3) users still have to pay roaming charges, 4) $10 additional per month for the service, 5) may be other differences. In the short run, investor perception will drive the stock price, regardless of the reality of the differences.
In the long run, there will be real competition for Nextel. Not a bad thing, but to be expected for any concept and implementation that is a money maker. Don't expect Nextel to take 100% of the market ... it doesn't have to, and the projections you have seen don't rest on that assumption.
Rob |
