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Tuesday, July 25, 2006

Another Stupid Customer Fight in the USA

Both Cingular and Verizon Wireless claim to be #1 in terms of customers. VZW’s metric is on the basis of retail, whereas Cingular’s metric includes wholesale customers. I know for sure that Sprint Nextel has the highest number of iDen customers in the world.

In my opinion, none of the above matters: what matters is revenue market share and let’s wait for T-Mobile’s, Sprint’s and VZW’s results before we past judgement on who the winners and losers were for the quarter.

For what it is worth, you can have a successful wholesale strategy: just ask the Private Equity Companies who bought Telfort from o2 only to sell it to KPN a couple of years later for a big profit with a strategy based on being a wholesale carrier.