Doubt demand overall from 3G will be an issue. Demand for 3g is pretty strong overseas. U.S. is actually behind when it comes to mobile technology adoption.
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You make a good point about the overseas market. But would the production and research not shift overseas also?
How much extra per month do you think that subscribers should pay for 3G.
A family of 4 now easily has a $200/mo wireless bill. Phones now come with all the features as the carriers try to push the services onto subscribers. But they have subsidize the handsets. I have doubts they can generate enough incremental revenue in the next few years.
I don’t doubt that 3G will make it…. but slow roll-out is the smart thing to do. That’s why I think that T-Mobile USA will come out ahead in this race (by being slow).