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User 42603

User 42603
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AAPL, NOK, S, T, VZ
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  • 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 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 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 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 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 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 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 08:07 AM | Likes Like |Link to Comment
  • AT&T (T) accounted for 68% of U.S. iPhone 5 pre-orders from Sep. 14-16, estimates comScore. Verizon Wireless (VZ, VOD) is believed to account for 24%, and Sprint (S), whose stores are apparently selling out of iPhones, just 8%. AT&T benefits from having a much larger iPhone base, and comScore cautions Verizon grew its share of iPhone 4S orders over time. But the numbers are still encouraging for Ma Bell, given fears Verizon's superior LTE coverage would help it take share[View news story]
    The Verizon Wireless "superior LTE network" in taking share may not be significant as many play it out. There's no doubt that switching will happen but it's unlikely to be significantly en masse. many of the legacy AT&T iPhone users are on an unlimited plan. Why leave for Verizon and lose that?
    Sep 26 07:56 AM | Likes Like |Link to Comment
  • With Sprint (S) showing signs of improvement, analysts think the company could expand its customer base by acquiring a smaller rival such as T-Mobile (DTEGY.PK), MetroPCS (PCS) or Leap Wireless (LEAP) to create a strong no. 3 carrier to challenge AT&T (T) and Verizon Wireless (VZ). The stock's 136% YTD gain bolsters its currency for a deal. [View news story]
    While many people focus on the size, don't forget the challenges with dissimilar networks and spectrum. Sprint is betting on PCS LTE while T-Mobile is going ahead with AWS LTE. Leap really doesn't have a clear LTE strategy otherwise they'd be pulling the trigger. Their only LTE market is is AWS-based. Then there is the demographic synergies or conflicts. Not an easy one to integrate well. Cautionary tale-Nextel.
    Sep 26 07:42 AM | Likes Like |Link to Comment
  • Sprint's Earnings Will Focus On iPhone And LTE Expansion [View article]
    While this makes sense logically, there is an element of premium pricing and market positioning that enters into the buying decision. Where the price-sensitive buyers are, they're at T-Mobile and unlimited prepaids (including Sprint Prepaid brands).

    Coverage remains also a deciding factor. Though coverage may not be an issue with most Americans, a fuller 3G/4G coverage map helps the AT&T and Verizon Wireless cause.

    Of course when you look at it, many consumers are going for the handset (model and price point) as their first decision point.
    Jul 25 10:24 AM | Likes Like |Link to Comment
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