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Wednesday, November 28, 2007

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Jason Wood

Michael,

I am surprised so many people are focusing on VZ's motivations. To my mind, that's largely irrelevant. At the end of the day, whether they felt this move was necessary or not; it's significant and potentially a sea change. It also puts them out in front of AT&T (yet again), helps stem the competition against the cable MNOs, and probably calls Google's bluff on the 700 MHz auction.

I'm quite impressed frankly.

http://woodrow.typepad.com/the_ponderings_of_woodrow/2007/11/verizons-any-ap.html

Best,

Jason

Mike Broder

Michael,

As your post indicates, consumers have learned to be skeptical about "pro-consumer" steps taken by the large telcos and cable companies. The Verizon announcement leaves many details out, most importantly what technical hurdles each device must meet and what the pricing models will be.

You write "they'll make an open version of it's broadband wireless (CDMA) network available to any device and/or application by the end of next year."

The VZ announcement states: "In early 2008, the company will publish the technical standards the development community will need to design products to interface with the Verizon Wireless network. Any device that meets the minimum technical standard will be activated on the network."

The devil will be in the details on what devices are actually allowed. Maybe they will take a truly open approach, maybe not.

The speculation that VZ will adopt a pay-per-byte model sure fits the circumstances. And given all their brand positioning being focused on the network, it makes sense they wouldn't relegate themselves to the dumb-pipe-cellar.

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