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To: H.A.M. who wrote (1392)1/27/1999 10:31:00 AM
From: tero kuittinen  Read Replies (4) | Respond to of 34857
 
Bell Atlantic numbers in... and they spell trouble for Baby Bells.

"Bell Atlantic's wireless business saw strong gains as proportionate subscribers, which includes the company's share from various
joint ventures, increased 35 percent over last year's fourth quarter to 8.6 million."

That's compared to AT&T's 90% subscription growth year-on-year. AT&T stunned the industry last summer with the Digital One Rate plan... today's announcement of 10 cents/minute for wired/wireless calling for 30 bucks a month is another body punch. The T is on the roll. Sprint was nimble in its response to One Rate, but it looks like the regional operators will be hurtin' in 1999. Forced mergers on the cards.

Ericsson's 300 million dollar TDMA network sale to USA reflects the second wind this standard is getting. Not paying enough attention to the TDMA handset market was probably the worst mistake Sony and Motorola have made in their North American strategy - AT&T's success in trouncing the Baby Bells is remarkable. Bundling the landline and wireless charges is a great offensive move.

Tero