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Mobile Broadband Internet Bigger Than Most Think?      2-Nov-09 08:17 pm    
This type of info seems to support femtocell growth:

Mary Meeker: Mobile Internet Is “Bigger Than Most Think”

Mobile internet usage is “bigger and will be bigger than most think,” according to Morgan Stanley analyst Mary Meeker’s bullish prediction. Presenting her report on internet trends and the economy at the Web 2.0 Summit in San Francisco on Tuesday, she said the overall tech industry was in recovery, and predicted that the mobile internet was the “next major computing cycle,” based on what she called the “explosive Apple (NSDQ: AAPL) iPhone / iTouch ramp.” Mobile internet usage, Meeker predicts, will “surprise to upside for years to come.”

One especially promising finding in Meeker’s report was that unlike on the wired internet, users “tend to pay” on the mobile internet for premium services, which aside form the usual ringtones and wallpapers, includes games, videos and music. Indeed, 54 percent of revenues generated by the mobile internet in 2008 came from users paying for digital content. The bad news is that bandwidth suppliers—that is telco and cable companies, will “face serious challenges” in managing their traffic, something that’s already been seen with AT&T’s struggle to cope with the surge in data traffic that iPhone users brought the network.

http://paidcontent.org/article/419-meeke...
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Airvana, Inc. (AIRV)

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