From: "Benedict Evans" <inherent_at_hotmail.com>
> Michael, there's a rather basic problem with your arguemnt: Operators
> *didn't* buy 3G to do streaming video!
I never claimed they were doing it for that purpose - I merely accuse
them of riding that hype rather than damping it.
> If you *listen* to them, they say that 3G is about voice capacity for the
> first 5 years at least, with data the icing on the cake, not the cake
And if you read the fine print in a stock prospectus, you can find
all kinds of subtle warning signs.
> Now, it's perfectly true that consumers show no interest in mobile
> multimedia services. ....But they do rather like mobile
> voice, I think you'd agree. And 3G gives operators the ability to do *all*
> voice by mobile - to completely replace a country's fixed voice network.
At this point, I have to say: show me the spreadsheets.
Why is this investment worth what's been spent?
And when do they project that it will be worth that?
By the way, I find it rather unconvincing that one can get
cheaper mobile than landline in some cases - how do we
know what's subsidizing what?
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Received on Fri May 18 08:58:52 2001