Forum Replies Created
-
AuthorPosts
-
February 8, 2009 at 11:54 PM in reply to: OT: What San Diego wants from the stimulus package #343671
equalizer
Participant[quote=sdduuuude]I have a second landline phone at my house. It costs me $55/month, though I make very few calls on it.
I have a Verizon plan which allows me to add mobiles for $9.99/month, and any usage on that phone gets subtracted from the minutes I have available for use every month.
Basically, by moving this second line to my Verizon account, I will save $45/month. That move is coming soon.
When people lose their job, they keep their cell phone. It’s that simple. Many will pay their cell phone bill BEFORE rent. Few, if any, industries survied the early 90’s better than wireless.
Some data:
http://www.ctia.org/media/index.cfm/AID/11500
Wireless minutes grew an 10% (yoy) in the first half of 2008. To clarify – that’s the first 6 months of the recession.I think the industry will continue to grow, but barely. They’ll lose some of the teen market and people will buy crappier phones, but landline substitution for both voice and data will continue.
There may be some price/market share battles through the tough times so some weaker players (Sprint?) may get eaten up. Capitalization and customer service will be key to retention.
I also think T-Mobile is not in the best position due to the fact that they are on a low-capacity system but likely don’t have the capital to upgrade it, and yes – they need to upgrade it. If you aren’t going to listen to CDMAEng on this matter, you might as well not even bother asking anyone on this board.
Cricket has $500M – $1B in capital and are focused on the right customer base.
“Everyone’s a Cricket customer now.”
HEH, HEH.[/quote]sdude,
you are getting ripped off? As a major QCOM and VZ holder, I wish you weren’t kidding.
Your second line cost $55?? ATT offers phone line starting at $10 for basic line. For $40 on land line you get unlimited calling in US, that’s 43,200 minutes free, VZ wireless is $99 for one line. Cable cos have unlimited in CA for $20/mo for US/CAN for $30/mo.My Verizon Wire account reps said that cell modem is NOT cable modem replacement. The modem cost for $59.99/mo has limit of 5GB/month. Over that it is $25/MB, so if you hit 6GB, your data cost would be 60+250=$310! The old data plan had strict limit of 5GB, going over would get you banned from VZW.
On the Bright side or “Why you should sell your house and buy these two stocks”:
The PDA phones are the fastest growing category with Average Revenue Per Unit (ARPU) over $100/mo. The Iphone/Blackeberry is what the Nike Jordan shoes were in the 90’s or what Coach/Louis Vuitton bags were 2005.
From VZ Q4 2008 report:
“As we have seen all year, about 70% of service revenue growth is driven by wireless data. Wireless data represented 26.8% of total service revenue in the fourth quarter. Data revenue is now in excess of $10 billion annually, up 44% in 2008. Total data ARPU in the fourth quarter grew by $3.02 or nearly 28% year-over-year.
http://seekingalpha.com/article/116798-verizon-communications-inc-q4-2008-earnings-call-transcript?page=3Hello, 44% growth in data revenue!! Bring on 4G, 5G and print that money.
gotta go and check out that Samsung Omnia phone. Anyone have any thoughts on that phone?
http://www.verizonwireless.com/b2c/store/controller?item=phoneFirst&action=viewPhoneDetail&selectedPhoneId=4366equalizer
Participant[quote=sdduuuude]I have a second landline phone at my house. It costs me $55/month, though I make very few calls on it.
I have a Verizon plan which allows me to add mobiles for $9.99/month, and any usage on that phone gets subtracted from the minutes I have available for use every month.
Basically, by moving this second line to my Verizon account, I will save $45/month. That move is coming soon.
When people lose their job, they keep their cell phone. It’s that simple. Many will pay their cell phone bill BEFORE rent. Few, if any, industries survied the early 90’s better than wireless.
Some data:
http://www.ctia.org/media/index.cfm/AID/11500
Wireless minutes grew an 10% (yoy) in the first half of 2008. To clarify – that’s the first 6 months of the recession.I think the industry will continue to grow, but barely. They’ll lose some of the teen market and people will buy crappier phones, but landline substitution for both voice and data will continue.
There may be some price/market share battles through the tough times so some weaker players (Sprint?) may get eaten up. Capitalization and customer service will be key to retention.
I also think T-Mobile is not in the best position due to the fact that they are on a low-capacity system but likely don’t have the capital to upgrade it, and yes – they need to upgrade it. If you aren’t going to listen to CDMAEng on this matter, you might as well not even bother asking anyone on this board.
Cricket has $500M – $1B in capital and are focused on the right customer base.
“Everyone’s a Cricket customer now.”
HEH, HEH.[/quote]sdude,
you are getting ripped off? As a major QCOM and VZ holder, I wish you weren’t kidding.
Your second line cost $55?? ATT offers phone line starting at $10 for basic line. For $40 on land line you get unlimited calling in US, that’s 43,200 minutes free, VZ wireless is $99 for one line. Cable cos have unlimited in CA for $20/mo for US/CAN for $30/mo.My Verizon Wire account reps said that cell modem is NOT cable modem replacement. The modem cost for $59.99/mo has limit of 5GB/month. Over that it is $25/MB, so if you hit 6GB, your data cost would be 60+250=$310! The old data plan had strict limit of 5GB, going over would get you banned from VZW.
On the Bright side or “Why you should sell your house and buy these two stocks”:
The PDA phones are the fastest growing category with Average Revenue Per Unit (ARPU) over $100/mo. The Iphone/Blackeberry is what the Nike Jordan shoes were in the 90’s or what Coach/Louis Vuitton bags were 2005.
From VZ Q4 2008 report:
“As we have seen all year, about 70% of service revenue growth is driven by wireless data. Wireless data represented 26.8% of total service revenue in the fourth quarter. Data revenue is now in excess of $10 billion annually, up 44% in 2008. Total data ARPU in the fourth quarter grew by $3.02 or nearly 28% year-over-year.
http://seekingalpha.com/article/116798-verizon-communications-inc-q4-2008-earnings-call-transcript?page=3Hello, 44% growth in data revenue!! Bring on 4G, 5G and print that money.
gotta go and check out that Samsung Omnia phone. Anyone have any thoughts on that phone?
http://www.verizonwireless.com/b2c/store/controller?item=phoneFirst&action=viewPhoneDetail&selectedPhoneId=4366equalizer
Participant[quote=sdduuuude]I have a second landline phone at my house. It costs me $55/month, though I make very few calls on it.
I have a Verizon plan which allows me to add mobiles for $9.99/month, and any usage on that phone gets subtracted from the minutes I have available for use every month.
Basically, by moving this second line to my Verizon account, I will save $45/month. That move is coming soon.
When people lose their job, they keep their cell phone. It’s that simple. Many will pay their cell phone bill BEFORE rent. Few, if any, industries survied the early 90’s better than wireless.
Some data:
http://www.ctia.org/media/index.cfm/AID/11500
Wireless minutes grew an 10% (yoy) in the first half of 2008. To clarify – that’s the first 6 months of the recession.I think the industry will continue to grow, but barely. They’ll lose some of the teen market and people will buy crappier phones, but landline substitution for both voice and data will continue.
There may be some price/market share battles through the tough times so some weaker players (Sprint?) may get eaten up. Capitalization and customer service will be key to retention.
I also think T-Mobile is not in the best position due to the fact that they are on a low-capacity system but likely don’t have the capital to upgrade it, and yes – they need to upgrade it. If you aren’t going to listen to CDMAEng on this matter, you might as well not even bother asking anyone on this board.
Cricket has $500M – $1B in capital and are focused on the right customer base.
“Everyone’s a Cricket customer now.”
HEH, HEH.[/quote]sdude,
you are getting ripped off? As a major QCOM and VZ holder, I wish you weren’t kidding.
Your second line cost $55?? ATT offers phone line starting at $10 for basic line. For $40 on land line you get unlimited calling in US, that’s 43,200 minutes free, VZ wireless is $99 for one line. Cable cos have unlimited in CA for $20/mo for US/CAN for $30/mo.My Verizon Wire account reps said that cell modem is NOT cable modem replacement. The modem cost for $59.99/mo has limit of 5GB/month. Over that it is $25/MB, so if you hit 6GB, your data cost would be 60+250=$310! The old data plan had strict limit of 5GB, going over would get you banned from VZW.
On the Bright side or “Why you should sell your house and buy these two stocks”:
The PDA phones are the fastest growing category with Average Revenue Per Unit (ARPU) over $100/mo. The Iphone/Blackeberry is what the Nike Jordan shoes were in the 90’s or what Coach/Louis Vuitton bags were 2005.
From VZ Q4 2008 report:
“As we have seen all year, about 70% of service revenue growth is driven by wireless data. Wireless data represented 26.8% of total service revenue in the fourth quarter. Data revenue is now in excess of $10 billion annually, up 44% in 2008. Total data ARPU in the fourth quarter grew by $3.02 or nearly 28% year-over-year.
http://seekingalpha.com/article/116798-verizon-communications-inc-q4-2008-earnings-call-transcript?page=3Hello, 44% growth in data revenue!! Bring on 4G, 5G and print that money.
gotta go and check out that Samsung Omnia phone. Anyone have any thoughts on that phone?
http://www.verizonwireless.com/b2c/store/controller?item=phoneFirst&action=viewPhoneDetail&selectedPhoneId=4366equalizer
Participant[quote=sdduuuude]I have a second landline phone at my house. It costs me $55/month, though I make very few calls on it.
I have a Verizon plan which allows me to add mobiles for $9.99/month, and any usage on that phone gets subtracted from the minutes I have available for use every month.
Basically, by moving this second line to my Verizon account, I will save $45/month. That move is coming soon.
When people lose their job, they keep their cell phone. It’s that simple. Many will pay their cell phone bill BEFORE rent. Few, if any, industries survied the early 90’s better than wireless.
Some data:
http://www.ctia.org/media/index.cfm/AID/11500
Wireless minutes grew an 10% (yoy) in the first half of 2008. To clarify – that’s the first 6 months of the recession.I think the industry will continue to grow, but barely. They’ll lose some of the teen market and people will buy crappier phones, but landline substitution for both voice and data will continue.
There may be some price/market share battles through the tough times so some weaker players (Sprint?) may get eaten up. Capitalization and customer service will be key to retention.
I also think T-Mobile is not in the best position due to the fact that they are on a low-capacity system but likely don’t have the capital to upgrade it, and yes – they need to upgrade it. If you aren’t going to listen to CDMAEng on this matter, you might as well not even bother asking anyone on this board.
Cricket has $500M – $1B in capital and are focused on the right customer base.
“Everyone’s a Cricket customer now.”
HEH, HEH.[/quote]sdude,
you are getting ripped off? As a major QCOM and VZ holder, I wish you weren’t kidding.
Your second line cost $55?? ATT offers phone line starting at $10 for basic line. For $40 on land line you get unlimited calling in US, that’s 43,200 minutes free, VZ wireless is $99 for one line. Cable cos have unlimited in CA for $20/mo for US/CAN for $30/mo.My Verizon Wire account reps said that cell modem is NOT cable modem replacement. The modem cost for $59.99/mo has limit of 5GB/month. Over that it is $25/MB, so if you hit 6GB, your data cost would be 60+250=$310! The old data plan had strict limit of 5GB, going over would get you banned from VZW.
On the Bright side or “Why you should sell your house and buy these two stocks”:
The PDA phones are the fastest growing category with Average Revenue Per Unit (ARPU) over $100/mo. The Iphone/Blackeberry is what the Nike Jordan shoes were in the 90’s or what Coach/Louis Vuitton bags were 2005.
From VZ Q4 2008 report:
“As we have seen all year, about 70% of service revenue growth is driven by wireless data. Wireless data represented 26.8% of total service revenue in the fourth quarter. Data revenue is now in excess of $10 billion annually, up 44% in 2008. Total data ARPU in the fourth quarter grew by $3.02 or nearly 28% year-over-year.
http://seekingalpha.com/article/116798-verizon-communications-inc-q4-2008-earnings-call-transcript?page=3Hello, 44% growth in data revenue!! Bring on 4G, 5G and print that money.
gotta go and check out that Samsung Omnia phone. Anyone have any thoughts on that phone?
http://www.verizonwireless.com/b2c/store/controller?item=phoneFirst&action=viewPhoneDetail&selectedPhoneId=4366equalizer
Participant[quote=sdduuuude]I have a second landline phone at my house. It costs me $55/month, though I make very few calls on it.
I have a Verizon plan which allows me to add mobiles for $9.99/month, and any usage on that phone gets subtracted from the minutes I have available for use every month.
Basically, by moving this second line to my Verizon account, I will save $45/month. That move is coming soon.
When people lose their job, they keep their cell phone. It’s that simple. Many will pay their cell phone bill BEFORE rent. Few, if any, industries survied the early 90’s better than wireless.
Some data:
http://www.ctia.org/media/index.cfm/AID/11500
Wireless minutes grew an 10% (yoy) in the first half of 2008. To clarify – that’s the first 6 months of the recession.I think the industry will continue to grow, but barely. They’ll lose some of the teen market and people will buy crappier phones, but landline substitution for both voice and data will continue.
There may be some price/market share battles through the tough times so some weaker players (Sprint?) may get eaten up. Capitalization and customer service will be key to retention.
I also think T-Mobile is not in the best position due to the fact that they are on a low-capacity system but likely don’t have the capital to upgrade it, and yes – they need to upgrade it. If you aren’t going to listen to CDMAEng on this matter, you might as well not even bother asking anyone on this board.
Cricket has $500M – $1B in capital and are focused on the right customer base.
“Everyone’s a Cricket customer now.”
HEH, HEH.[/quote]sdude,
you are getting ripped off? As a major QCOM and VZ holder, I wish you weren’t kidding.
Your second line cost $55?? ATT offers phone line starting at $10 for basic line. For $40 on land line you get unlimited calling in US, that’s 43,200 minutes free, VZ wireless is $99 for one line. Cable cos have unlimited in CA for $20/mo for US/CAN for $30/mo.My Verizon Wire account reps said that cell modem is NOT cable modem replacement. The modem cost for $59.99/mo has limit of 5GB/month. Over that it is $25/MB, so if you hit 6GB, your data cost would be 60+250=$310! The old data plan had strict limit of 5GB, going over would get you banned from VZW.
On the Bright side or “Why you should sell your house and buy these two stocks”:
The PDA phones are the fastest growing category with Average Revenue Per Unit (ARPU) over $100/mo. The Iphone/Blackeberry is what the Nike Jordan shoes were in the 90’s or what Coach/Louis Vuitton bags were 2005.
From VZ Q4 2008 report:
“As we have seen all year, about 70% of service revenue growth is driven by wireless data. Wireless data represented 26.8% of total service revenue in the fourth quarter. Data revenue is now in excess of $10 billion annually, up 44% in 2008. Total data ARPU in the fourth quarter grew by $3.02 or nearly 28% year-over-year.
http://seekingalpha.com/article/116798-verizon-communications-inc-q4-2008-earnings-call-transcript?page=3Hello, 44% growth in data revenue!! Bring on 4G, 5G and print that money.
gotta go and check out that Samsung Omnia phone. Anyone have any thoughts on that phone?
http://www.verizonwireless.com/b2c/store/controller?item=phoneFirst&action=viewPhoneDetail&selectedPhoneId=4366equalizer
Participant[quote=SD Realtor]Thanks for the kind words. The project we were on was pretty cool but what can you do right? They have four main business units and transport is getting hit the hardest which was where our project was. Personally yes my family is very prepared for it. The larger question will be whether to reenter engineering or not as it is a grind. I suspect engineering will be tight for another year or two and then come back. [/quote]
Good luck SDR.
BTW: Your quota is min once per week!
equalizer
Participant[quote=SD Realtor]Thanks for the kind words. The project we were on was pretty cool but what can you do right? They have four main business units and transport is getting hit the hardest which was where our project was. Personally yes my family is very prepared for it. The larger question will be whether to reenter engineering or not as it is a grind. I suspect engineering will be tight for another year or two and then come back. [/quote]
Good luck SDR.
BTW: Your quota is min once per week!
equalizer
Participant[quote=SD Realtor]Thanks for the kind words. The project we were on was pretty cool but what can you do right? They have four main business units and transport is getting hit the hardest which was where our project was. Personally yes my family is very prepared for it. The larger question will be whether to reenter engineering or not as it is a grind. I suspect engineering will be tight for another year or two and then come back. [/quote]
Good luck SDR.
BTW: Your quota is min once per week!
equalizer
Participant[quote=SD Realtor]Thanks for the kind words. The project we were on was pretty cool but what can you do right? They have four main business units and transport is getting hit the hardest which was where our project was. Personally yes my family is very prepared for it. The larger question will be whether to reenter engineering or not as it is a grind. I suspect engineering will be tight for another year or two and then come back. [/quote]
Good luck SDR.
BTW: Your quota is min once per week!
equalizer
Participant[quote=SD Realtor]Thanks for the kind words. The project we were on was pretty cool but what can you do right? They have four main business units and transport is getting hit the hardest which was where our project was. Personally yes my family is very prepared for it. The larger question will be whether to reenter engineering or not as it is a grind. I suspect engineering will be tight for another year or two and then come back. [/quote]
Good luck SDR.
BTW: Your quota is min once per week!
equalizer
Participant[quote=flu][quote=nostradamus]Flu what? Removing some organs? I hope you’re OK![/quote]
Hijack.
I will actually. I probably mistyped. My being bedridden is temporary. A few months. I should live a normal life thereafter. Fortunately, the human body either has two of something, or you’d be surprised what you don’t need. Doctors can tell you the same thing….My procedures is preventative, though I use to think preventative treatment was popping a few pills or getting more exercise. Actually, I’m pretty lucky. I caught this right in time. I think my primary care physician did some major misdiagnoses for some time, which is another story. Lesson learned, if your primary physician can’t find a clue, see a specialist right away.Anyway, back on topic, jobs come and go, and so to professions, big deal. And employers are having a field day on this, even the ones that are still profitable. That said, I see promising things in the medical field. What you can do with genetic testing and technology is pretty amazing these days, as I’m learning. They just got to make this stuff more affordable for more people, which is sort of an geek challenge in itself. I wouldn’t count technology out just yet. [/quote]
FLU,
We’re all wishing you a speedy recovery. I’m under 15 minutes away, so let me know if you need anything.equalizer
Participant[quote=flu][quote=nostradamus]Flu what? Removing some organs? I hope you’re OK![/quote]
Hijack.
I will actually. I probably mistyped. My being bedridden is temporary. A few months. I should live a normal life thereafter. Fortunately, the human body either has two of something, or you’d be surprised what you don’t need. Doctors can tell you the same thing….My procedures is preventative, though I use to think preventative treatment was popping a few pills or getting more exercise. Actually, I’m pretty lucky. I caught this right in time. I think my primary care physician did some major misdiagnoses for some time, which is another story. Lesson learned, if your primary physician can’t find a clue, see a specialist right away.Anyway, back on topic, jobs come and go, and so to professions, big deal. And employers are having a field day on this, even the ones that are still profitable. That said, I see promising things in the medical field. What you can do with genetic testing and technology is pretty amazing these days, as I’m learning. They just got to make this stuff more affordable for more people, which is sort of an geek challenge in itself. I wouldn’t count technology out just yet. [/quote]
FLU,
We’re all wishing you a speedy recovery. I’m under 15 minutes away, so let me know if you need anything.equalizer
Participant[quote=flu][quote=nostradamus]Flu what? Removing some organs? I hope you’re OK![/quote]
Hijack.
I will actually. I probably mistyped. My being bedridden is temporary. A few months. I should live a normal life thereafter. Fortunately, the human body either has two of something, or you’d be surprised what you don’t need. Doctors can tell you the same thing….My procedures is preventative, though I use to think preventative treatment was popping a few pills or getting more exercise. Actually, I’m pretty lucky. I caught this right in time. I think my primary care physician did some major misdiagnoses for some time, which is another story. Lesson learned, if your primary physician can’t find a clue, see a specialist right away.Anyway, back on topic, jobs come and go, and so to professions, big deal. And employers are having a field day on this, even the ones that are still profitable. That said, I see promising things in the medical field. What you can do with genetic testing and technology is pretty amazing these days, as I’m learning. They just got to make this stuff more affordable for more people, which is sort of an geek challenge in itself. I wouldn’t count technology out just yet. [/quote]
FLU,
We’re all wishing you a speedy recovery. I’m under 15 minutes away, so let me know if you need anything.equalizer
Participant[quote=flu][quote=nostradamus]Flu what? Removing some organs? I hope you’re OK![/quote]
Hijack.
I will actually. I probably mistyped. My being bedridden is temporary. A few months. I should live a normal life thereafter. Fortunately, the human body either has two of something, or you’d be surprised what you don’t need. Doctors can tell you the same thing….My procedures is preventative, though I use to think preventative treatment was popping a few pills or getting more exercise. Actually, I’m pretty lucky. I caught this right in time. I think my primary care physician did some major misdiagnoses for some time, which is another story. Lesson learned, if your primary physician can’t find a clue, see a specialist right away.Anyway, back on topic, jobs come and go, and so to professions, big deal. And employers are having a field day on this, even the ones that are still profitable. That said, I see promising things in the medical field. What you can do with genetic testing and technology is pretty amazing these days, as I’m learning. They just got to make this stuff more affordable for more people, which is sort of an geek challenge in itself. I wouldn’t count technology out just yet. [/quote]
FLU,
We’re all wishing you a speedy recovery. I’m under 15 minutes away, so let me know if you need anything. -
AuthorPosts
