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MetroPCS: Come One, Come All CDMA
26 Jun, 2008MetroPCS has opened their network, allowing new customers to bring their own compatible CDMA device. MetroFlash, as it’s branded, removes the requirement of a new handset purchase for new MetroPCS customers. It follows a trend of “openness” now being experimented within the wireless industry. Both Verizon Wireless and AT&T have made similar claims for openness. It’s open for debate as to how all of these carriers actually define open. Some would argue these claims are more of a marketing ploy than a true open strategy. Google has had significant influence on the openness issue, both through their Android initiative, and through their lobbying efforts surrounding the recent 700 MHz auction. As the mobile web experience matures, openness will become more paramount. Consumers will want to connect to the mobile web, regardless of the device they happen to be using at any given time. These initial open initiatives are probably a leading indicator of the future of wireless. Wireless carriers will need a well defined "open" strategy to remain competitive in the wireless web world. It’s not going to happen overnight, but the genie may be working her way towards the bottle opening on this one.
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Upcoming events which offer competitive insight and analysis:
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Featured Article
Time to Prepare for DOCSIS 3.0 is Now
07 Aug, 2008Second quarter results for broadband growth were a tad underwhelming. There are any number of factors which probably contributed to this slowdown, with the economic slowdown and housing crisis certainly towards the top of the list. But growth is also slowing because broadband penetration has grown considerably over the past few years, now ranging somewhere between 50% to 60% (depending on who you ask), and is beginning to slow down. There certainly is more room for growth, but at some point in the near future, broadband penetration will slow even more as it approaches saturation. It’s anyone’s guess what saturation is, but I would bet somewhere around 75% penetration of households (as a national average - individual markets will vary widely). From a service provider’s point of view, that suggests that posting continuing net adds of broadband customers will increasingly involve convincing a competitor's broadband customer base to switch service.

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