cdma eng, if one assumes the market is mature (meaning most American who want cell phone have one already) then why would the carriers need more capacity other than for organic growth.
They need the capacity if they want to sell more services which they plan to charge more for to increase revenues.
That means that they believe Americans are willing to spend more on wireless services.
That’s where I differ with you. I think that American will cut back during the recession. Carriers will have a hard time generating the revenue windfalls they were expecting.
Would you download a video for $2 each? I would not. Teenagers may do that but parents will put limits on usage.
