Wednesday, December 15, 2004

fyi T-Mobile USA sees high-speed network two years off


Pointer to article:,10801,98163,00.html?source=NLT_MW&nid=98163

Kobielus kommentary:
Wireless service is rapidly becoming a commodity market. Carriers are plunging down a precipitous slippery slope to zero margins on their core services. Average revenue per subscriber will continue to drop unless they continue to differentiate themselves through IP multimedia services, streaming video, and other value-added offerings. T-Mobile USA can’t afford to stand still and wait for bandwidth to become available or UMTS to mature. As T-Mobile idles, Sprint/Nextel, Cingular/AT&T Wireless, Verizon, and BellSouth will beat it to market with all the “cool” new broadband-based services. Wireless customers are notoriously fickle, and T-Mobile, lacking a broadband offering, could face swift, extensive customer defections. It would be a shame if the carrier isn’t able to migrate its WiFi hotspot customers to a broadband public wireless offering (be it EDGE, UMTS, or whatnot) in the next 1-2 years. T-Mobile’s future in the US market is at stake, and two years is too long for its customers to wait for it to make progress on its broadband roadmap.