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Old 02-16-2006, 04:30 PM
Mike Temporale
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Default The Latest Threat to Mobile Carriers - The Internet

http://mobileanalystwatch.blogspot.com/2006/02/latest-threat-to-mobile-carriers_14.html

"According to Gartner and others, an estimated "20 different cell phone models will be available in 2006 that can connect to Wi-Fi, with about 20 million units expected to be sold this year alone." Forrester has estimated that "a customer switching to Internet calls would cut average revenue per user (ARPU) in half, to $25 (14.50 pounds) for unlimited packages from $50." While the move to dual-mode might negatively impact revenues of mobile only carriers, it might make sense for carriers with both fixed and mobile networks to offer such handsets to better lock in customer loyalty."

You have to expect that any drop in revenue will cause an increase in fees or the length of a contract. While I'm all for WiFi enabled phones, I don't want to see my monthly bill get any larger! :?
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