I agree it’s important to San Diego.
Qualcomm, Motorola, Kyocera… Some of the other companies have already cut back or left (nokia comes to mind.)
I think the high end users are already into their big data plans. I think the more average users – who use their phones as phones, are turned off by the rates required for the data plans. How many of us have phones that are capable of web or email – but don’t pay the ticket for those features… (Raising my hand as a member of that group.)
The growth of putting cell phones in new subscribers has already happened. My 82 year old mother in law has a cell phone… She was an example of the last bit of growth in new subscribers. Adults who don’t have cell phones now won’t be getting them.
Not a lot of growth potential in the cell phone industry right now.