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	<title>Comments on: Skype, now takes on wireless</title>
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		<title>By: mark kelley</title>
		<link>http://gigaom.com/2005/02/10/skype-now-takes-on-wireless/#comment-6742</link>
		<dc:creator>mark kelley</dc:creator>
		<pubDate>Wed, 30 Nov -0001 00:00:00 +0000</pubDate>
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		<description>&lt;p&gt;as cozy as the telecom industry is, competition did force prices was down. Cricket&#8217;s unmetered mobile voice plans (still) offers unlimited mobile phone calls ANYWHERE in a community for $29.95/month. The average user on their networks uses 1300 MOU/month, making the price/MOU under $0.03&#8230;toll quality voice. not a lot of margin there. &lt;/p&gt;
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		<content:encoded><![CDATA[<p>as cozy as the telecom industry is, competition did force prices was down. Cricket&#8217;s unmetered mobile voice plans (still) offers unlimited mobile phone calls ANYWHERE in a community for $29.95/month. The average user on their networks uses 1300 MOU/month, making the price/MOU under $0.03&#8230;toll quality voice. not a lot of margin there. </p>]]></content:encoded>
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		<title>By: Charlie Sierra</title>
		<link>http://gigaom.com/2005/02/10/skype-now-takes-on-wireless/#comment-6743</link>
		<dc:creator>Charlie Sierra</dc:creator>
		<pubDate>Wed, 30 Nov -0001 00:00:00 +0000</pubDate>
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		<description>&lt;p&gt;Mark there is plenty of margin for Cricket. The reason they went BK in the past was a high churn rate, thus high marketing costs.&lt;/p&gt;

&lt;p&gt;Anyway, even with a retail yeild of 3cts, the direct costs are only ~1cts.&lt;/p&gt;

&lt;p&gt;Btw, as a point of reference VirginMobile, Qwest and ESPN pay sprint ~3.5cts/MOU, but of course the cost structure is higher for a nation vs. local network.&lt;/p&gt;

&lt;p&gt;Om, re: spectrum. 3yrs ago people thought I was nuts (I know, how can that be?) when I told them that wireless has tooo much spectrum, but its not only true, thanks to moore&#8217;s law is even more true today.&lt;/p&gt;

&lt;p&gt;Spectrum and thus capacity are in massive thanks to QCOM&#8217;s CDMA, what&#8217;s actually scarce is capital and profits.&lt;/p&gt;

&lt;p&gt;The real question is why hasn&#8217;t Brian Roberts (of Comcast fame) bought these Skype guys. He better do it before yahoo or google does.&lt;/p&gt;

&lt;p&gt;I&#8217;ve said it before, but the Sprint PCS people are complete morons thinking that doing wholesale deals with MSO is a worthwhile business.&lt;/p&gt;

&lt;p&gt;I think it should be obvious to even the casual observer that the MSO&#8217;s are naturally going to direct (via VoWiFi, etc) as much traffic as possible over their own fixed cost network vs. paying somebody else to handle the traffic. &lt;/p&gt;
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		<content:encoded><![CDATA[<p>Mark there is plenty of margin for Cricket. The reason they went BK in the past was a high churn rate, thus high marketing costs.</p>

<p>Anyway, even with a retail yeild of 3cts, the direct costs are only ~1cts.</p>

<p>Btw, as a point of reference VirginMobile, Qwest and ESPN pay sprint ~3.5cts/MOU, but of course the cost structure is higher for a nation vs. local network.</p>

<p>Om, re: spectrum. 3yrs ago people thought I was nuts (I know, how can that be?) when I told them that wireless has tooo much spectrum, but its not only true, thanks to moore&#8217;s law is even more true today.</p>

<p>Spectrum and thus capacity are in massive thanks to QCOM&#8217;s CDMA, what&#8217;s actually scarce is capital and profits.</p>

<p>The real question is why hasn&#8217;t Brian Roberts (of Comcast fame) bought these Skype guys. He better do it before yahoo or google does.</p>

<p>I&#8217;ve said it before, but the Sprint PCS people are complete morons thinking that doing wholesale deals with MSO is a worthwhile business.</p>

<p>I think it should be obvious to even the casual observer that the MSO&#8217;s are naturally going to direct (via VoWiFi, etc) as much traffic as possible over their own fixed cost network vs. paying somebody else to handle the traffic. </p>]]></content:encoded>
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		<title>By: Andy Abramson</title>
		<link>http://gigaom.com/2005/02/10/skype-now-takes-on-wireless/#comment-6744</link>
		<dc:creator>Andy Abramson</dc:creator>
		<pubDate>Wed, 30 Nov -0001 00:00:00 +0000</pubDate>
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		<description>&lt;p&gt;Om,&lt;/p&gt;

&lt;p&gt;I don&#8217;t call you once a day about EVDO&#8230;I call you about where I deliver the goods for Club Om&#8230;.need the address&#8230;the Gin is getting warm&#8230; &lt;/p&gt;
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		<content:encoded><![CDATA[<p>Om,</p>

<p>I don&#8217;t call you once a day about EVDO&#8230;I call you about where I deliver the goods for Club Om&#8230;.need the address&#8230;the Gin is getting warm&#8230; </p>]]></content:encoded>
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		<title>By: Om Malik</title>
		<link>http://gigaom.com/2005/02/10/skype-now-takes-on-wireless/#comment-6745</link>
		<dc:creator>Om Malik</dc:creator>
		<pubDate>Wed, 30 Nov -0001 00:00:00 +0000</pubDate>
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		<description>&lt;p&gt;ClubOM opens on Feb 21 Andy. I will give you the address in an offline chat. cheers &lt;/p&gt;
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		<content:encoded><![CDATA[<p>ClubOM opens on Feb 21 Andy. I will give you the address in an offline chat. cheers </p>]]></content:encoded>
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