In 2004, we expect almost 84 million mobile data users in the United States. These are customers who have Internet enabled handsets and use the mobile Internet at least once a month. The interesting thing is not so much the numbers themselves, but what is going to fuel this. There is lots of hype about the wireless web and we don't see a lot of action actually happening until 2002 for a number of reasons. On the supply side there's not a huge supply of Internet enabled handsets.
Customers have to buy new handsets to access the wireless web.
The wireless networks today aren't optimized to handle data traffic. As we upgrade to the next generation of networks, which will be packet based, higher bandwidth networks that's going to be a driver for more aggressive pricing and better optimization of caring data traffic. There will be a better customer experience because it is going to be faster, and always on. The killer app for the wireless web is voice, and the second killer app is messaging. Everything beyond that is going to be niche.