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  • How Does 4G & LTE Compete with Free WiFi?

    Published by, November, 15, 2010

    How does AT&T, Verizon, Sprint & T-Mobile make a business of selling expensive 4G and LTE mobile data plans when WiFi is free?  I constantly structure trying to understand the consumer value of having an expensive high speed paid connection anywhere but in the car.  WiFi hotspots are growing 25X faster than cell phone towers and now outnumber them Worldwide by far.  So when you think about signing up for that expensive data plan with caps you might want to think about how to become more resourceful as a consumer and look to use more free wireless access at similar speeds.  You might want to learn how to use an Pad without a data plan.

    I think the financial media and the wireless industry analysts have wildly over projected and overlooking a major trend that could derail the 4G / LTE train.  Here are three industry "expert" forecasts below which wildly assume there is no competition and no alternatives to 4G, Wimax & LTE:

    Infonetics: "
    Forecasts the worldwide LTE infrastructure market to grow approximately 10 times from 2010 to 2014, to $11.5 billion. The firm, citing tremendous growth coming from smartphones and tablets, also increased its subscriber forecast from previous estimations. It anticipates close to 165 million worldwide LTE subscribers by 2014."

    Juniper: "
    It took nearly six years for 3G mobile services based on UMTS/HSPA to reach 100 million subscribers but it will take LTE just four years to reach the same milestone, say researchers at Juniper Research. The number of LTE subscriptions worldwide will grow at a cumulative average growth rate of 404 percent from 2010 to 2014 and reach 136 million subscriptions by year-end 2014, Juniper forecasts."

    Coda Research: "
    A new study forecasts that European users will lead the charge into LTE with a compound annual growth rate of more than 50 percent. This latest report from Coda Research states that, by 2013, North America will have 7 million LTE users, Asia/Pacific 13 million and Europe 15 million. However, Europe will be overtaken by Asia/Pacific in 2016, with the Chinese becoming dominant users in the region."

    Disclosure: No Positions
    Tags: VZ, T, S, S, DTEGY
    Nov 15 3:13 PM | Link | Comment!
  • AT&T WiFi Connections Growing 25X Faster Than 3G

    Published by, November 15, 2010

    AT&T has more than 23,000 U.S. hotspots with locations in all 50 states, and over 125,000 hotspots globally through roaming agreements.  See the US AT&T hotspots locations map.   The chart above shows a very interesting trend that is great for all wireless data consumers representing how in AT&T’s WiFi network is growing 25X faster than its wireless subscribers. The most interesting thing is that the number of Wi-Fi connections is moving significantly higher which only means subscribers are linking up more and there are a whole lot of new subscribers too. Another interesting fact is that Free WiFi hotspots are growing 5X faster than cell phone towers and this figure is likely going to have to accelerate to keep up with the growing demand for WiFi data offload. This chart is pretty much inline with the growth of cloud computing which demands mobile data offloading.  How does 4G & LTE compete with Free WiFi?  How will this effect sales of AT&T iPad 3G when you might only need WiFi in the future? This is a great trend for AT&T customers who are all competing for 3G coverage in San Francisco and coverage stinks on the network.  This is also great for frustrated customers who have received refunds for poor data coverage and dropped calls.  This should eventually alleviate much of the 3G network congestion that customers have experience while driving in their car or in an area with a lot of iPhone users.

    Disclosure: No Positions
    Tags: T, AAPL
    Nov 15 3:08 PM | Link | Comment!
  • 10 Reasons to Cut your Cable TV Cord

    Published by, November 13, 2010 
    There really is much of a reason to keep paying your cable TV company their $200 per month for programming when you can start using these ten technology innovations.  Most of these disruptive devices, software and innovations finally allow consumers to download and video programming on demand.  On demand programming is simply watching what you want when you want it.  No longer will you have to stumble through horrible menus on your DVR to find programming when you can simply download it with your high speed broadband connection.  Some of these electronics might event be nice gift ideas for the Christmas Holiday.  
    iPad & Galaxy Tablets
    Cable TV operators like Comcast, Cox, Cablevision & Time Warner should be very scared of the newest trend and latest quarter of losing cable TV subscribers for the first time. Its not because of the recession as many cigar smoking executives would want you to believe.  Its because these "fat cats" have not done anything to innovate in the last ten years and would rather send dividend checks to shareholders than improving your cable TV set-top box. Cable operators have been screwing their customers for years and the FCC has done nothing about it.  I believed for a few years that cable companies where going to win the wireless home race because of their connections into the home.  In my opinion they have failed to execute a wireless phone marketing strategy against their competition AT&T U-Verse, Verizon Fios, Sprint & T-Mobile.  According to an AP article companies are losing customers in droves and recorded the first quarterly loss of 216,000 subscribers.  We expect this trend to continue for the coming years and cable companies are going to have to think of other tricks like 3D channels and sports TV programming to keep their subscribers happy.  Who knows free mobile TV could be in our near future.

    Disclosure: No Positions
    Nov 15 12:33 PM | Link | Comment!
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