Roger Entner
Roger Entner
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Wireless is a game for the big boys.
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Wireless high-speed data is their one shot to stem the precipitous decline in voice (average revenue per user), which they need to make up with really compelling features.
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The use of wireless telecommunications services in the United States generated a consumer surplus of $157 billion per annum in 2004. Were U.S. carriers to charge at European Union levels, we estimate that the U.S. consumer surplus from wireless services would be halved, demonstrating that U.S. consumers and businesses enjoy substantially greater economical welfare from wireless services than their EU counterparts do.
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AT&T in wireless is such a wounded name. It gives everybody the creeps who experienced the AT&T Wireless experience.
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It's a huge deal because the premier mobile music player is coming to the wireless industry.
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While it is very annoying to get spam in your e-mail account, it doesn't cost you anything, whereas on a wireless phone it costs you up to 10 cents a message.
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I think it has a chance of being a major product. It just adds another tool to that Swiss Army knife we call wireless phones.
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What they're buying are the rights to access one of the fastest growing regions in the country.
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Other than underwear, a cell phone is the only thing that most people have with them on a 24-hour basis, no matter where they are. And it's used not just for talk, but to surf the Web.
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I think RIM has a similar future as a lot of other once-dominant companies that Microsoft eyed. You might survive, but you're diminished.
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The application of prepaid phones for nefarious reasons, is really widespread. For example, the terrorists in Madrid used prepaid phones to detonate the bombs in the subway trains that killed more than 200 people.
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Most executives are oblivious to the security challenges. You have to disarm all the security stuff because the executive can't figure out how to work it.
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You can get your hometown local news channels while you're on vacation in a country where you don't understand the language.
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It gives them a larger reach so they can fight cable in their whole footprint. Now, there's no hiding from AT&T .