Wireless analyst Chetan Sharma sees no sign yet of any weakening of mobile data revenues from the AT&T and Verizon wireless reporting of the third quarter.
Since the fourth quarter is seasonally strong, we might not see any slowdown in the fourth quarter, either, he suggests. In all likelihood, we'll have to wait for first-quarter 2009 results to see whether economic stringency has negatively affected mobile data.
Personally, I would bet against a dip.
Tuesday, October 28, 2008
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