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To: Dysart

I think that his business model does not fit the current market.

The booming growth is not grandpa just wanting to make a cheap phone call. The growth is in high data bandwidth services. Smart phones are quickly eclipsing the standard cell phone.

The infrastructure is not in place and it will be years before the bandwidth squeeze is met with adequate capacity. Until then, he will not be able to compete in the smart phone business.

If he takes the shrinking market of voice only service, he may actually not really affect the bottom line of his competitors at all.


12 posted on 11/10/2009 12:10:01 PM PST by dangerdoc
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To: dangerdoc

I’m not sure you’ve(and others) had time to read the entire article. There are two pages. Open source, open access, micropcs’s cost leadership position, voice revenue mkt domination and internetwork hopping, metropcs’s buying into 4G network heavily (those who use will be charged)...it’s spelled out quite logically and persuasively by a longterm telcom analyst and CEO. It deserves more consideration, I think. I’m buying it.


14 posted on 11/10/2009 12:33:25 PM PST by Dysart
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