The marketing messages [for the cellular industry] have been the same forever: Keep in touch. Now they have to differentiate themselves based on their markets and their own individual capabilities.

[This means the other players will need to turn their marketing messages away from speeds and instead play up customer service or ease of use.] The marketing messages [for the cellular industry] have been the same forever: Keep in touch, ... Now they have to differentiate themselves based on their markets and their own individual capabilities.

You'll definitely start seeing enterprises switching carriers in the second and third quarters of this year.