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New Rate Plans and Handset Pricing Strategy will Help MetroPCS

January 10, 2010

Report: MetroPCS Preps for New Service Plans | www.wirelessweek.com

MetroPCS is making a significant change to their business model this week. These changes are an effort to be better positioned in the marketplace for handset prices, simplify the rate plan offerings and reduce churn events.  These changes will slow Boost Mobile's and TracFone's efforts to take market share from MetroPCS and may pressure Cricket to follow suit by changing its business model.  Also, the move appears to signal the stabilization of ARPU among the prepaid players.  

Google Partnerships Harm T-mobile - Furthers Possibility of Acquisition Activity

October 9, 2009

Verizon Wireless, Google in Android partnership | www.businessweek.com

The recent announced that Verizon, Sprint and AT&T will offer Google-based Android platform handsets is a major development. Not only does it change the dynamics of the iPhone exclusive debate next year, it adds further pressure for T-mobile to find a new path to gain market share. As a result, T-mobile is more likely to strike a deal with Clear or acquire Leap and/or MetroPCS.   

Verizon / Google Partnership Furthers Possibility of Acquisition Activity

October 8, 2009

Google, Verizon Wireless: A Potent Smartphone Team | www.businessweek.com

The recent announced that Verizon will offer Google-based Android platform handsets is a major development. Not only does it change the dynamics of the iPhone exclusive debate next year, it adds further pressure for T-mobile to find a new path to gain market share. As a result, T-mobile is more likely to strike a deal with Clear or acquire Leap and/or MetroPCS.     

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