Carl Howe, an analyst for the Yankee Group, expresses a similar notion and says carriers may be underestimating the power of app developers if they think they'll fall right in line and happily sign up for the new pricing scheme.
"Personally, I bet the Four Horsemen of Mobility -- Amazon, Apple, Facebook, and Google -- which now comprise more than $800 billion in market cap and $207 billion in annual revenue, won't want to negotiate 150 different new deals to pay more to operators for no new benefit to their businesses," he writes. "I wouldn't want to be an operator who tried to sell the idea that their service won't be able to offer Facebook or Google on their network because Facebook and Google don't want to pay the bandwidth fees."
Keith Pichelman, the CEO of app developer Concrete Software, says even though his company's mobile games aren't likely to use enough bandwidth to need AT&T's new proposed pricing scheme, he has trouble seeing how AT&T will be able to sell the system to both end users and app developers.
"This sounds like it would only work for AT&T if the consumer downloaded the app through AT&T," says Pichelman. "How could they charge the application owner if they don't have a relationship with them? If that did end up being the case -- could AT&T spin this to consumers as a "safe" place to download apps -- a place where you don't get charged unknown data fees? My guess is that the backlash will have AT&T pull back this plan or limit it to those apps that are large data consumers.”
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