Were it not for data services, most carriers would be reporting negative ARPU.
Motorola would have to give up 20 percent of their entire company to do it. I can't see that happening.
MCI's problem is it has to bundle its services using other companies' assets so it will never enjoy the types of economic returns that other telecoms can,
But they need to improve their relationship with Motorola for this product to succeed.
I found that to be a little scary, a little weird, a little 'What was this guy thinking?' ... He seemed like the kind of person who would go around preaching all of this stuff that would probably frighten people. And in a fraternity, that's the last thing you want to happen.
I don't think anybody is surprised by this. Over the last few weeks I think its become apparent that the cellular phone industry is having a very strong quarter.
I think it'll be a significant cut. I think they're trying to maximize the time they have as a monopoly in order to build a customer base lead before there's competition.
I think they will have a device and an MVNO.
Some of the basics of the technology may be similar, but the way it's been implemented is different. And these differences impact the actual user experience. FLO was designed especially to deliver mobile TV, while DVB-H is a standard based on older broadcast TV technology.
Many handset manufacturers bet against it, notably Samsung and LG. Now, many of the U.S.-based and European wireless carriers are behind it. They're building hybrid networks, using 3G networks in urban areas and using Edge in rural areas.
I would much rather buy Nokia on weakness than chase short-term strength, ... The market is anticipating further weakness and disaster but I don't think that's the case.
Those hoping for the price of digital songs to rise toward the prices paid for ring tones are out of luck. Some hoped it could rise from 99 cents, $1, to the $2, $3 or $4 paid for ring tones. That's not going to happen.
Right now the industry is all about data traffic.
After recent Nasdaq falls, Taiwan investors now are worried about the third-quarter profit performance by local technology firms.
Some sectors, such as foundry, microchip packaging and components for LCD televisions that have better demand outlooks were still the market's leaders.
That's what's driving them to take advantage and get as many subscribers now before Sprint becomes a real competitor.
This is the first time that all of the major cell phone players are strong, ... Nokia has always been able to point to one of its top competitors as being hobbled or crippled but that's not true right now.
They've got about six months before they won't have the monopoly position on EV-DO,
They're doing great, but they have to because the voice business and handset subsidization market is terrible.
They have to take a more proactive role in developing the (over-the-air) market.
If MCI can take its brand, which is still substantial, and gain more customers, it would be more attractive to a larger telecom.
If you're performance-sensitive, all signs point to higher prices.
By the time we get to 2006 or 2007, there will be a ton of new service providers offering wireless voice and data, ... It's too late to think about the number of carriers shrinking. Five years from now we'll be looking at another wave of consolidation.
The market is intrigued by growth in Asia and but investors are divided on whether it's sustainable, ... Japan used to be a formidable economic power but it's been dormant so long that most tech investors grown accustomed to discounting it.