I have to agree with him...
Allow me to tell my tale once again. My house-in-the-forest is too far from the nearest telephone CO to get DSL. Also, there's no Cable TV in the neighbourhood. WiMax is coming someday, but not yet. Internet by 2-way satellite sucks in so many ways that I don't know where to start. So we had nothing but dial-up for many, many years.
Then one day I noticed that the local mobile companys (a couple of them) had just started offering an unlimited "$75/month" EV-DO plan. The "$75" is actually $93.03 with the non-extra extras (such as "service", LOL). I checked the fine print about thirty times, and "unlimited" appeared to really mean unlimited.
With respect to billing issues associated with tethering, since I was planning to purchase one of their USB-only data modems, I couldn't see anyway for them to complain about me using the system for my PC since the device has no other purpose in life.
So I bought the $300 Sierra Wireless 595U and opted for a non-contract month-to-month plan. I also procured a $150 CradlePoint CTR-350 mobile router where the 595U plugs into the side and creates a WiFi hot spot. All the CTR-350 needs is a wee bit of power supplied by an AC adapter, or you could even rig up some batteries.
So now our house-in-the-forest has a WiFi hotspot (wide open since the property is so large). Everything works. We actually get download speeds of up to a bit over 2Mbps, and not usually any lower than 1Mbps. Although this isn't the ultimate in bandwidth it is perfectly usable for almost everything.
Actually it compares well to satellite where 1Mbps costs $100 per month, and 2Mbps would cost $200 per month.
Someday, when another option appears I will try to find something a bit cheaper, but "$75" per month isn't that bad since some of the other options that may become available in the future will probably cost "$55" per month anyway.
Although it is designed and intended for mobile, we use it for our house.
One thing I've yet to try is Yahoo video messaging while driving. It'll be like the early mobile telephone days, "We're video conferencing while driving!"
For more info about EV-DO in Nova Scotia, just Google: EV-DO NS
So to get back to the main point, all the 3G providers have to do is drop their rates from the insanely-stupid $85,000 to "$75" (some have) and then to "$55" and they may become the new default. The $75 is pretty close to the price point they need.
I don't see their market share going anywhere but up. And companys that make suitable mobile routers will probably do quite well too...