Interesting People mailing list archives

IP: Forbes.com: Say What? [More Press realizing that Cellular Phones aren't going to make it]


From: Dave Farber <dave () farber net>
Date: Mon, 29 Jan 2001 12:31:33 -0500



Date: Mon, 29 Jan 2001 08:24:57 -0800
From: Robert J Berger <rberger () ultradevices com>


By making it, I mean being a major way we do activities other than 
mediocre, but mobile voice service...
And they may financially crash as well...

"...Such problems are all too common in the cellular business. Fifteen 
years after wireless went mainstream, dropped, blocked and staticky calls 
remain a constant source of aggravation. The U.S. industry has spent $80 
billion building and expanding networks since 1985—half of that in just 
the past four years. But to legions of frustrated customers, it wasn't 
nearly enough.

...

The sad truth is it could get worse. AT&T, Verizon and other carriers have 
signed up new customers at a far faster rate than they have increased 
network spending. The U.S. now has 100 million wireless subscribers, more 
than triple the total in 1995—but annual network spending has barely 
doubled. The wireless industry's network spending amounted to only $490 
for each new subscriber last year, only half as much as in the three 
previous years, Cellular Telecommunications Industry Association data show.

Building next-generation networks could require worldwide spending of a 
staggering $250 billion in just the next three years, says equipment maker 
Nortel. That could include $60 billion in the U.S. alone. It is 
questionable whether carriers, even if they were willing to spend what's 
needed, could raise such massive sums at a time when the stock market is 
manic-depressive and junk bonds are in disarray...."

http://www.forbes.com/forbes/2001/0122/124.html
--
Robert J. Berger
UltraDevices, Inc.
257 Castro Street, Suite 223 Mt. View CA. 94041
Email: rberger () ultradevices com http://www.ultradevices.com
Voice: 408-882-4755 Fax: 408-490-2868



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