Thursday, February 28, 2008

Bit Pipes are the Future

Unlike just about every other wireless operator in the world, Sprint is moving to embrace its roll as a bit pipe to its customers. The price plan they announced this morning delves perfectly with their plans for their upcoming WiMAX network.

These moves are going to have a profound impact on the wireless industry in the US. The combination of the next generation of touchscreen mobile OS's with flexible pricing and open networks is exactly what the industry needs to drive the innovation/adoption life cycle. The key is simplicity on all fronts and we are seeing moves across the board towards that goal. The industry is going to look quite different when the iPhone isnt alone in driving huge amounts of web traffic from mobile phones.

Sprint might be good for a turn around play, but I see the real winners in the smartphone/chipset and content spaces.

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