Comments on: Right Idea, Wrong Math http://gigaom.com/2004/12/15/right-idea-wrong-math/ Trusted Insights and Conversations on the Next Wave of Technology Wed, 25 Nov 2009 13:53:37 +0000 http://wordpress.com/ hourly 1 By: Charlie Sierra http://gigaom.com/2004/12/15/right-idea-wrong-math/#comment-4991 Charlie Sierra Wed, 30 Nov -0001 00:00:00 +0000 http://gigaom.wordpress.com/2004/12/15/right-idea-wrong-math/#comment-4991 <p>Make that a double DUH award.</p> <p>When the cellphone business experiences churn of even 2% per month, that 24% per year, and that is considered good.</p> <p>It shouldn't take a rocket scienist VC to figure out that over time the Content will be subsidize and giving away to atract gross additions. I mean, how many more minutes can they give away?</p> <p>When this happens the consumer of the content shifts from the subscriber to the carrier, and that my little VC friend changes everything.</p> Make that a double DUH award.

When the cellphone business experiences churn of even 2% per month, that 24% per year, and that is considered good.

It shouldn’t take a rocket scienist VC to figure out that over time the Content will be subsidize and giving away to atract gross additions. I mean, how many more minutes can they give away?

When this happens the consumer of the content shifts from the subscriber to the carrier, and that my little VC friend changes everything.

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