Friday, September 15, 2006

MVNO future

I'm not the only one who thinks that MVNO is the new UNE-P. Since there are more cell phone lines than landlines, cell service is a lot like TV - a static market where competitors have to steal from each other since there is no real growth. No brand loyalty either because everyone hates there cell company! Since MVNO's buy from the cell companies at a fairly high per minute rate and compete against them, it isn't much of a battle. (It might all come down to handsets).

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