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Strategies for a discontinuous future.












Friday, January 09, 2004
 


Verizon Wireless to offer high-speed wireless connectivity, based on Qualcomm's EVDO. This is basicaly wireless 3G. Pricing is $80 month (details unclear). This could be seriously disruptive if they don't add tons of idiotic fine print.

The cost: $2 billion. The upside - a massive comparative advantage, because their competitors are falling into strategy decay:

"..."Sprint considers it to be an inefficient use of the spectrum when voice is still the primary and dominant driver of traffic on our wireless network," spokesman Charles Fleckenstein said".

This is the greatest example of strategy decay I've seen in a while - it's crystal clear that this company is living in the past. This guy needs to take a long hard look at mobile markets in Japan and Korea.

-- umair // 1:55 PM //


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