It looks like this will be a hard year for the major US Wireless carriers, ATT wireless, Verizon Wireless, Sprint/Nextel, T-Mobile and Alltel. There are no super exciting phones that will do for the industry (or at least ATT) what the Motorola RAZR did and they are now in trench-warfare with the rate plans.
A few things that could break the stalemate would be some sort of M&A activity related to T-Mobile, or Sprint Nextel, or an exciting new product introduction that give a single carrier an edge. Until then, I am calling for 2008 to be a relatively tough year with the carriers all battling for the subscribers and no real marketshare shifts, but the battle will eat into profits. Advertising and handset promotions are not cheap!
More to come on htis topic...
Tuesday, March 04, 2008
who gets the subscribers?
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