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Fedor Smith Blog
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02/03/2012
RIM’s Future On the EdgeIf BlackBerry 10 does not offer real advantages to business customers that make it stand out from the more consumer-focused competitors and their growing libraries of business applications, it will not stand a chance. |
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11/23/2011
iPhone Gains Mind Share While Competitors Gain Market Share and Operators Move On to the Next Big ThingThe record sales that accompanied the release of the iPhone 4S leave little doubt that the Apple faithful remain fully committed to the iPhone. However, with increasingly creative devices and user-friendly operating systems, competitors are gaining ground. |
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10/05/2011
Today’s Problems for Netflix a Sign of Bigger Challenges to ComeDividing its business unnecessarily places Netflix's customer base at risk and also spins out the portion of its business with stable costs (DVDs) in favor of the portion with costs that are unpredictable and currently are on the rise (streaming). |
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08/31/2011
Migration From Postpaid to Prepaid SlowingWhile many consumers still face financial hardships, and there will continue to be prepaid migration, it likely will not be as dramatic as it was over the past several years. |
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08/02/2011
Changing Wireless Market RevenuesOverall revenues will grow slowly and will increasingly be driven by growth in data subscriptions and higher data spending. Voice revenues, on the other hand, will continue to decline at over 5 percent annually for the next five years. |
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07/06/2011
Sprint Wireless Making Strong Headway in Customer SatisfactionSprint’s improvement to its own scores may not be the best indicator of competitive position, given its struggles in recent years, but customer dissatisfaction is not exactly foreign to the wireless industry. |
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05/26/2011
The Future’s So Bright… Until My Signal FadesEven with these incredible devices, the bold expectations we have for the future of mobile data are not likely to become reality in the immediate future. |
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04/29/2011
Prepaid Wireless Revenues To Cross $25 Billion Mark by 2015The prepaid and postpaid worlds are slowly converging in terms of plan offerings and handsets. While there are premium providers and value providers, the basics of service plans and the general functionality of available handsets are beginning to converge. |
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04/05/2011
AT&T-T-Mobile Deal: Rivals Search for AnswersSprint, Clearwire, and LightSquared all were rumored at one point or another to be looking for a purchase or partnership with T-Mobile. |
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02/28/2011
As Tablets Drive Wholesale Demand, Wireless Carriers Should Incentivize Wholesale Carriers to Build Wide and DeepFor the wholesale side of the telecom industry, the explosion of tablets translates to the proverbial “doubling down" on investment in support of wireless growth. |
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