The problem with the in and out mindset is you can get blindsided. Look at T-Mobiles coverage map. Looks to me like a big hole in the Carolina's. They being Suncom just finished their buildout of GSM and are shutting down the old TDMA network. Never mind that GSM really is TDMA based. T-Mobile which does not offer 3G services was recently the big winner of the AWS spectrum auction and are on record with the goal of increasing their subscriber base by 50% and deploying 3G services. So they use the same technology, fit nicely into TM's coverage gap, and contribute to the subscriber goal. Why run the risk of being outside due to day to day movements? TM or others will pay roughly $2,300 per subscriber. My only question is why Alltel bought Western Wireless's 850K subscribers for 6 billion. On that note Alltel bought Western two years ago and could be ready to buy up another regional CDMA provider anytime. Look to RCCC, DCEL, CYCL, and USM for targets of both GSM and CDMA camps. Ultimately Alltel goes to Verizon though. Forget the fact that cable companies also bid on the AWS auction and may want to consider buying a regional cellphone operator as a jumpstart.
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