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ToleHart

  1. Sprint is outsourcing network to Ericsson, it this a trend with the cost cutting world we are in or a special case for Sprint
  2. Verizon wants to have some skin in the game here at least push the other players without lowering the price themselves
  3. Straight Talk from Tracfone, $45 a month unlimited voice, text and 30 MB of data, looks like strong comp for Leap, Boost and Metro PCS
  4. Back to Metro PCS, much more pressure on the prepaid market, competition appears to be good for the customer.
  5. Metro PCS offers unlimited international calling for $5 a month, to 100 countries. Big move to attract the minority market
  6. Qualcomm releases Plaza Retail, essentially an applications store that carriers can outsource, will support all but Apple, interesting.
  7. The new Kindle DX, more evidence that the written word is moving to digital, net net good for papers gives them more distribution points
  8. Verizon going with the no roaming plan in Mexico, could be a trend, a way for larger players to provide value and hold on to customers.
  9. AT&T had a good quarter considering but cons. and bus spending had some impact on wireless almost flat data ARPU and lower MOUs
  10. TMobile introduced its Laptop Card and Access, I was surprised at the $60 price, they usually go lower than the competition. Unlimited ...
  11. That with a strong andriod offering is going to make the entire wireless market very interesting
  12. TMobile goes down to $50 unlimited to hold on to existing customers and stay relevent in the value market
  13. Good Music Conference in NYC, still lots of friction in industry, maybe take 5 to 10 years to clean up, business could look different then.