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November 21, 2010


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Fazal Majid

I fail to see how virtualized SIMs fundamentally change the equation. Users already can and do swap SIMs. This just makes it easier for Apple to provision phones without having to physically swap SIMs. Operators get their market power through things like SIM-lock and plain old oligopoly in the US, and a cartel-like refusal to offer data services on a prepaid basis. That's not likely to change soon.

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