Tuesday, January 31, 2006

But Is Everybody Growing?

After the news last week that the top Top U.S. network operators added more users than expected, Unstrung asks if everybody is growing as the industry awaits the latest results from Sprint Nextel.

Roger Entner at Ovum said, "They’re the 800-pound gorilla. It’d be like predicting computer sales without Dell." Jack Gold at J.Gold Associates added, "Sprint seems to have the most momentum and has consolidated a number of enterprise offerings into a single package… including the Nextel assets."

Regarding Verizon, Gold remarked, "Verizon still has the largest installed base of enterprise users, but haven’t done a great job with their enterprise offerings, which are still a conglomeration, rather than a packaged solution." As for T-Mobile, he added, "T-Mobile has some potential, but their biggest stumbling block is their poor coverage in many areas."