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To: sag who wrote (19390)	4/7/2002 11:07:49 PM
From: JohnG	Read Replies (1) \| Respond to of 34857

Moenmac on Moderated has a nice post illustrating the economic effects of the capacity Face of wireless. Verizon is still priceing its new found data capacity quite high and it beats the socks of of everyone else. Below is a series of three posts by Adam Oliensis found this morning on the AOL QUALCOMM message board that thoroughly outlines what users would have to pay for wireless data. He has done a great job of breaking it down by carrier. The implications are obvious. I thought that it would be appropriate to share them with this board. Best M Current wireless data costs.... This data is from Goldman's Wireless Weekly report. I don't know if it will end up being visually easy enough to make the point, but I've boldfaced and underlined the cost/MB stuff which shows that VZ's new Express Network is JUST STARTING to show the cost advantages of CDMA data. There's a LOT farther to go before wireless data becomes a utility, but we are just beginning to walk the path of the elastic price/demand curve(s). At 10mb data AWE costs you $4/mb...Cingular hsa no plan...Voicestream is at $4 and VZ at $3.50 At 20mb, AWE $3..Cingular is gone, VS is now charging $4/MB, and VZ is at $2.80. For more than 20mb, AWE now charges $4.10/mb, VS still at $4 and VZ drops to $1.90/MB...and goes as low as $1.30/MB fo rup to 75mb...so essentially VZ is equipped to handle larger data users while the others make it more prohibitively costly. Again, these schemes will change HUGELY going forward (I remember in 1974 Andy Winger bought TI a calculator for $299! WOW was it cool! Now they're what $4?) Company $plan MB in pln $/MB Additional $/MB AWE Data plan $10 $10 1.00 MB $10.0 $7.7 Data plan $20 $30 5.00 MB $6.0 $7.2 Data plan $40 $40 10.00 MB $4.0 $5.1 Data plan $60 $60 20.00 MB $3.0 $4.1 Cingular Data plan $7 $7 1.00 MB $7.0 $30.7 100SMS $9 1.00 MB $9.0 $30.7 100 SMS included 250SMS $12 1.00 MB $12.0 $30.7 250 SMS included 500SMS $16 1.00 MB $16.0 $30.7 500 SMS included VoiceStream Smartphone $ 3 1.00 MB $3.0 $10.0 PDA $20 5.00 B $4.0 $5.0 Laptop $40 10.00MB $4.0 $4.0 Verizon Express Network $35 $35 10.00 MB $3.5 $8.2 Express Network $55 $55 20.00 MB $2.8 $6.1 Express Network $75 $75 40.00 MB $1.9 $5.1 Express Network $100 $100 75.00 MB $1.3 $4.1 Oliensis More on wireless costs: This table makes it clearer for comparison. The columns don't line up, but if you cut and paste you can line them up. For 75 mb of data it's $100 from VZ, $300 from VoiceStream, $2289 from Cingular (yikes!), and $285 from AWE for each company's MAX plan. Exhibit 2: Data cost for varying quantities of data by operator Dataqy 1MB 3MB 5MB 7MB 9MB 11MB 20MB 40MB 75MBt webpages 18 54 90 126 162 198 360 720 1,350 AWE Dataplan$10 $10 $25 $41 $56 $71 $87 $156 $310 $578 Dataplan$20 $30 $30 $30 $44 $59 $73 $138 $281 $532 Dataplan$40 $40 $40 $40 $40 $40 $45 $91 $194 $373 Dataplan$60 $60 $60 $60 $60 $60 $60 $60 $142 $285 Cingular Datapln$7 $7 $68 $130 $191 $253 $314 $591 $1205 $2280 100SMS $9 $70 $132 $193 $255 $316 $593 $1207 $2282 250SMS $12$73 $135 $196 $258 $319 $596 $1210 $2285 500SMS $16 $77 $139 $200 $262 $323 $600 $1214 $2289 VoiceStream Smrtphone $3 $23 $43 $63 $83 $103 $193 $393 $743 PDA $20 $20 $20 $30 $40 $50 $95 $195 $370 Laptop $40 $40 $40 $40 $40 $44 $80 $160 $300 Verizon Express$35 $35 $35 $35 $35 $35 $43 $117 $281 $567 Express$55 $55 $55 $55 $55 $55 $55 $55 $178 $393 Express$75 $75 $75 $75 $75 $75 $75 $75 $75 $254 Express$100 $100 $100 $100 $100 $100 $100 $100 $100 $100 Oliensis Subject: GSCO exhibit...cost/web page Here's yet another breakdown of data cost per unit from Goldman. Basically for anything over an average of 6 web pages/day Verizon wins hands down, the cost sinking to as low as less than 1/3 of the next lowest competitor's costs for 75mb data/month. Verizon has the best cost structure for anything approaching regular use of the Web. It continues to be my belief that The Web IS the killer app. Why? because the Web ends up providing a wealth of applications which are endlessly flexible and adaptable. Oliensis Exhibit 3:Cost per web page under different data plans, by operator quantity 1MB 3MB 5MB 7MB 9MB 11MB 20MB 40MB 75MB web pp 18 54 90 126 162 198 360 720 1,350 AWE plan$10 $0.56 $0.47 $0.45 $0.45 $0.44 $0.44 $0.43 $0.43 $0.43 plan$20 $1.67 $0.56 $0.33 $0.35 $0.36 $0.37 $0.38 $0.39 $0.39 plan$40 $2.22 $0.74 $0.44 $0.32 $0.25 $0.23 $0.25 $0.27 $0.28 plan$60 $3.33 $1.11 $0.67 $0.48 $0.37 $0.30 $0.17 $0.20 $0.21 Cingular Dataplan $7 $0.39 $1.27 $1.44 $1.52 $1.56 $1.59 $1.64 $1.67 $1.69 100SMS $0.50 $1.30 $1.47 $1.53 $1.57 $1.60 $1.65 $1.68 $1.69 250SMS $0.67 $1.36 $1.50 $1.56 $1.59 $1.61 $1.65 $1.68 $1.69 500SMS $0.89 $1.43 $1.54 $1.59 $1.62 $1.63 $1.67 $1.69 $1.70 VoiceStream Smartphon $0.17 $0.43 $0.48 $0.50 $0.51 $0.52 $0.54 $0.55 $0.55 PDA $1.11 $0.37 $0.22 $0.24 $0.25 $0.25 $0.26 $0.27 $0.27 Laptop $2.22 $0.74 $0.44 $0.32 $0.25 $0.22 $0.22 $0.22 $0.22 Verizon xpress$35 $1.94 $0.65 $0.39 $0.28 $0.22 $0.22 $0.32 $0.39 $0.42 xpress$55 $3.06 $1.02 $0.61 $0.44 $0.34 $0.28 $0.15 $0.25 $0.29 xpress$75 $4.17 $1.39 $0.83 $0.60 $0.46 $0.38 $0.21 $0.10 $0.19 xpres$100 $5.56 $1.85 $1.11 $0.79 $0.62 $0.51 $0.28 $0.14 $0.07 Best $0.17 $0.37 $0.22 $0.24 $0.22 $0.22 $0.15 $0.10 $0.07