But I think that this arguement is a little off point. This thread started off talking about the Cell Phone market. What you guys are talking about is the Carrier Market. Two very different things!
The fact that the cell phone market is saturated does not mean that the carrier market is too (yes I do know that it actually is but you can not make the case using cell phone manufactor as the sounding board). If you read RCR Wireless magazine cell phone manufactor’s were having problems selling phone well ahead these poor economic times. The fact that ppl are now hanging on to their phones longer does not translate into any difference in subscriber adds in the market place. It’s just the fact that ppl are not “blinging” out thier phones as frequently when the one they had still works fine.
A HUGE problem for cell phone carriers is that 50 percent of all cell phones that are turned in due to “not working” turned out to be just fine when placed on the engineer’s bench for failure analysis and the remainder that were turned in were functioning cell phones! So all these phones that are being turned in were essentially function devices! PPL are simply holding on to these devices now and not purchasing new ones. To the cell phone manufactor that is disaterous!
(And another point is the need to upgrade due to changing technology. A large number of upgrades in the past were soley due to technology changes at the carrier level. e.g. GSM to UMTS or a Rev 0 to Rev A and so on. With money being tight you will not see these technology leaps from the carriers and hence one less, and substantial, reason to change out the phone)
But that does not couple to the carrier market. Equalizer does an excellent job of disproving PatientlyWaiting’s theory of “people not wanting data services”. Hell I just spent 2 weeks of my life argueing with my national data capacity team for cell site upgrades. Data is growing like a rocket! Tmob sees this as a extreme disadvantage. They want to be a carrier that competes with VZ and ATT not with Cricket and Metro. To do this you need to upgrade to sell competive data services and TMob wants to in the worst way. Hello!!! The G-Phone! (yes I do know what TMob is thinking. Two of my closest friends work there).
Equalizer good point about the $100 ARPU but at the same time it is hard not to have $100 dollar ARPU when the basic plan runs 100 dollars! :p
As for the 5GB cap. I look at sites everyday and rarely do I see a cell site get anywhere close to that number for the entire day! I was wondering do you actually know someone that went over the 5GB limit? Just curios as to what applications he was running.
Peace out… It is now 7am and I have to go kick my repective cell phone network in the butt… or is it that it kicks me in the butt??? Whatever! You know what I mean.
Oink Oink Oink, my piggies,
CE
P.S. SDDuuuude… I am dreaming of Tacos el Gordo soon!
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All work and no play makes Jack a dull boy… hehehe… That is Taco el Gordos free plug on piggies… Best Tacos in SD!
