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William Ho

 
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  • Vodafone re-entering U.S. as a T-Mobile MVNO [View news story]
    Not sure if it's a good move on Vodafone's part but it's a solution sell to MNCs. http://bit.ly/16fR94F
    Dec 12, 2014. 02:48 PM | Likes Like |Link to Comment
  • The Addictive And Competitive Nature Of LTE Speed [View article]
    That's the point. All the speed claims tug at the heart of the customer. The ideal is the combination of speed and price for some people. Speed is again something we can all experience for better or worst. It's the easiest to get across and for people to grasp. Actually it's a combination of speed and latency. Reliability varies depending on environment (e.g., in a basement, garage, rural area).

    Price competition will continue for T-Mobile and Sprint to drive gross additions. The big two (Verizon and AT&T) can sustain a price war far longer than the smaller ones.
    Oct 10, 2014. 09:03 AM | Likes Like |Link to Comment
  • Doubling Down Against AT&T - Verizon Calls While Sprint Raises [View article]
    Data plans do cost carriers from an operational and marketing cost viewpoint. The key is that these are promotional plans and not a permanent structural change. Sprint can offer unlimited data as a marketing differentiator for subscriber acquisition purposes. But as it is now, they suffer capacity issues because their thin piece of 1.9 GHz LTE spectrum bears their burden in most markets. Until they deploy their 800 MHz (another thin slice) and bigger swaths of 2.5 GHz LTE, high data usage impinges on their user experience. The key technically and operationally is that with more spectrum, capacity and speed improves the user experience.

    Disagree on stable usage across the board month-to-month, without variance. As people know their ceilings are greater, they're free to use their devices more (e.g., connected tablets) and adding more devices to the account. This is the hope for carriers to offset potentially flat/declining ARPU/ARPA.

    There is also a thought about WiFi in that all WiFi is not equal. It may be free or subscription but the speed can vary. For example free hotel internet is typically 3Mbps DL/1 Mbps UL and can change depending on the pipe the provider puts in. With today's LTE speeds, it far exceeds WiFi at times.
    Oct 6, 2014. 12:06 PM | Likes Like |Link to Comment
  • The Impact Of AT&T's Limited Time Double Data Promotion [View article]
    New info - Sprint just extended its Double Data promo today (10/1). It had to. http://bit.ly/1E01uOE
    Oct 1, 2014. 10:39 AM | Likes Like |Link to Comment
  • The Impact Of AT&T's Limited Time Double Data Promotion [View article]
    I hear you about service rep frustrations. Not to make light of your experience and for what it's worth - JD Power 1H14 findings: http://bit.ly/1wUbsMG
    Sep 30, 2014. 09:17 AM | Likes Like |Link to Comment
  • Sprint: Looking At Claure's Upcoming Moves [View article]
    More investments coming for sure (e.g., Dreamworks rumors). It's likely component of his 300 year plan.
    Sep 30, 2014. 09:13 AM | Likes Like |Link to Comment
  • Sprint: Looking At Claure's Upcoming Moves [View article]
    Tiny
    Sep 28, 2014. 01:15 PM | Likes Like |Link to Comment
  • The Addictive And Competitive Nature Of LTE Speed [View article]
    Thanks for the comments. On the friend, any good smartphone user knows that WiFi should always be turned on to prevent situations like what you described.
    Sep 26, 2014. 03:00 PM | Likes Like |Link to Comment
  • Can Vast LTE Coverage And New Pricing Keep AT&T Ahead Of Competitors? [View article]
    T has move from a reactive approach in their. Mobile Share plan http://bit.ly/1e5volI
    moves to now a proactive promotion to get TMo users.

    VZW is still the biggest competitor, esp in enterprise accounts. LTE expansion is still on the drawing boards for every carrier and filling in to add capacity and adding speed with carrier aggregation is all planned.
    Jan 4, 2014. 11:46 AM | Likes Like |Link to Comment
  • Buy Verizon: Wireless Deal Opens Bundling And Market Share Opportunity [View article]
    Cable reselling VZ Wireless

    Comcast: http://xfin.tv/15CDfGx

    Time Warner: http://bit.ly/15CDeSJ

    BrightHouse: http://vz.to/15CDfWN

    Cox: http://vz.to/15CDfWR
    Sep 18, 2013. 10:06 AM | Likes Like |Link to Comment
  • While Apple's 5C Strategy Is No Game Changer, The Fundamental Story Is Still Strongly Supported [View article]
    Alas subsidies are coming around in China, "A first peek at the Chinese rate cards for Apple's new iPhones"

    http://bit.ly/18t4hfU
    Sep 17, 2013. 01:58 PM | 1 Like Like |Link to Comment
  • While Apple's 5C Strategy Is No Game Changer, The Fundamental Story Is Still Strongly Supported [View article]
    "zero users the 4G network" - the TD-LTE that China Mobile runs is helped by having a halo product that will migrate existing 3G users (likely early adopters) to the faster network. Further because Apple is supporting those China Mobile LTE bands, the TD-LTE ecosystem will only benefit and stimulate competitors' device offerings and pricing. As such (maybe not in '13), feature phone customers can either take advantage of the lower priced 3G device offerings or upsell into the 4G devices.
    Sep 17, 2013. 09:38 AM | Likes Like |Link to Comment
  • While Apple's 5C Strategy Is No Game Changer, The Fundamental Story Is Still Strongly Supported [View article]
    "zero users the 4G network" - the TD-LTE that China Mobile runs is helped by having a halo product that will migrate existing 3G users (likely early adopters) to the faster network. Further because Apple is supporting those China Mobile LTE bands, the TD-LTE ecosystem will only benefit and stimulate competitors' device offerings and pricing. As such (maybe not in '13), feature phone customers can either take advantage of the lower priced 3G device offerings or upsell into the 4G devices.
    Sep 17, 2013. 09:38 AM | Likes Like |Link to Comment
  • Buy Verizon: Wireless Deal Opens Bundling And Market Share Opportunity [View article]
    A couple of points:

    Verizon has bundled and offered integrated wireless billing to wireline bundles in the past so so called "quad play." The customer benefit other than an integrated bill was merely a $5/month discount. VZ execs have admitted that this bundle approach hadn't sparked switching from other wireless providers. The deal with the cable companies is to resell or lead gen wireless sales to VZW. Cable companies had tried wireless in the past with Sprint (Pivot) and it was a miserable failure. Cox tried to go it alone with a Cox offering and it was a miserable failure. Wireless is outside cable companies' core competences and that is why they ditched Sprint and went with the big wireless gorilla and sold their AWS spectrum to VZW. Yet cable companies do have a wireless (not cellular) strategy and it is in Cable WiFi.

    It is still perplexing to understand after the bundles what the freedom to offer new services (e.g., enterprise) will look like. Perhaps there is a regulated(VZ)/unregulated (VZW)entity divide.
    Sep 17, 2013. 07:58 AM | Likes Like |Link to Comment
  • Are We Going To Have A War Between Nokia And HTC? [View article]
    I looked at the links that stated Nokia is "going to sue" HTC but it was speculation. Aside from form factor and color choices, what other innovation overlaps are there? Both pride themselves on camera capability but this was already in play last year along with Samsung in the mix on that.

    It may come down to price and branding considerations for the consumer unless the reps can explain each handset's true differences.
    Sep 26, 2012. 08:07 AM | Likes Like |Link to Comment
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