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To: pcstel who wrote (106306)	10/5/2001 8:49:50 PM
From: DiB	Respond to of 152472

>Wireless is becoming a commodity... Having twice the subs is not so good if your ARPU drops by 60% I agree, and think that this is one of the reasons why all involved parties have to make wireless exciting again, and offer new services.

To: pcstel who wrote (106306)	10/5/2001 10:49:01 PM
From: grinder965	Read Replies (1) \| Respond to of 152472

pcstel, Wireless voice services becoming a commodity would be great for Q! Might not be great for a carriers APRU but for Q it means more phones are being sold. The best thing that could happen for Q would be for wireless phones to become totally affordable and ubiquitous for the masses so that everyone can have one or two. Of course for downloading data apps that use BREW, we want volume up the kazoo <g>

To: pcstel who wrote (106306)	10/5/2001 11:48:49 PM
From: slacker711	Respond to of 152472

That does not speak well for Wireless Operators ARPU numbers.. Wireless Operators ARPU numbers are going to go down! I used to have 2 PCS phones with a combined MOU of 600 Anytime minutes.. My bill was $97 a month. Now I only have one phone with 2900 MOU available and only pay $35 a month. The trend you are speaking of has been taking place for the last three years. However, ARPU (at least in the US) has held up pretty well. I believe Nextel had a slide during a presentation which indicated that 11% of voice minutes were from wireless handsets. Of course, I agree that they will eventually start trending down....it is inevitable. The trick is in knowing when.... As to WDMA.....do you think Hutchinson Whampoa (Docomo is a large minority owner) is going to deploy a GSM network in 3G spectrum? If W-CDMA works, it will never happen.... Slacker