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Post# of 72136
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Wednesday, 06/02/2010 1:14:30 PM

Wednesday, June 02, 2010 1:14:30 PM

Post# of 72136
"Recently both Verizon and AT&T have been talking about a long term move to metered pricing for mobile broadband. For their business models, this is probably unavoidable, as voice pricing is deteriorating and they need to make up the difference with data, which is a lower margin business. For Clearwire's business model, metered pricing is not necessary. Today its most popular offering is the unlimited service. But if AT&T and Verizon Wireless migrate to metered mobile broadband pricing, Clearwire will benefit, either competitively via incremental market share gains or by operating under a higher pricing umbrella."

Excerpt from:

Clearwire Reports Q1: The Mobile Trend Is Clearwire's Friend

http://seekingalpha.com/article/203770-clearwire-reports-q1-the-mobile-trend-is-clearwire-s-friend