Friday, January 7, 2011

Sprint as Wal-Mart?

“Sprint is at a crossroads,” said Craig Moffett, a New York-based analyst at Sanford C. Bernstein. “Their time-to- market advantage is now largely gone for 4G.”

That's true enough. What isn't so clear is how Sprint's positioning will evolve, now that the 4G platform does not offer such uniqueness.

Some might argue that Sprint will have emphasize its lower cost plans for unlimited wireless data use. "Unlimited," assuming the other carriers do not offer it, will offer some uniqueness.

I suspect Sprint will do more than that. Whether Sprint would agree with the Wal-Mart analogy is not clear. That Sprint would base its strategy on that seems unlikely. We'll see.

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