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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Rob S. who wrote (26215)	4/17/2008 7:16:33 AM
From: axial	Read Replies (1) \| Respond to of 46821

Rob, I see your thinking. Your view and Frank's seem to correspond. I can't see a coherent strategy among existing mobile players, but they act as if they have one. They've spent billions (more) in recent spectrum auctions; both the structure of the auctions themselves, and the actions of the winners seem designed to perpetuate status quo. If status quo is threatened as we propose, what can they be thinking? For the next 10 years (in North America anyway), it looks like more of the same. In the long run, (15-20 years) I think you're right. Jim

To: Rob S. who wrote (26215)	4/19/2008 1:01:03 PM
From: axial	Read Replies (1) \| Respond to of 46821

Another POV, more in line with yours and Frank's - Device multiplicity is driving ARPU, not mobile web "...Yes, I know the arguments about bit-pipes and the possibility of selling advertising and assorted mobile-phone centric web apps. But the reality is that nobody is buying them, and the amount of paid-for browsing or data bundles on phones is low, whilst 3G modems & subscriptions are flying off the shelves." disruptivewireless.blogspot.com Jim