AT&T Considering Data-only Subscriber Plan (T, VZ, VOD, MSFT, S, AAPL, LEAP, FB)

Data-only plans would force subscribers to use some kind of voice-over-IP plan such as Skype from Microsoft Corp. (NASDAQ: MSFT). Microsoft paid $8.5 billion for Skype earlier this year.

Sprint Nextel Corp. (NYSE: S), the third-largest US wireless carrier, has not disclosed any plans similar to either AT&T’s or Verizon’s. There is talk that Sprint will offer a pre-paid iPhone from Apple Inc. (NASDAQ: AAPL) through its Boost Mobile subsidiary later this year. Earlier this week Leap Wireless International Inc. (NASDAQ: LEAP) announced that the first pre-paid iPhone would be available on its Cricket Wireless network beginning June 22nd. Leap’s pre-paid plan has no limit on data, but subscribers will pay for every byte they send or receive.

AT&T’s data-only plan only recognizes the reality that the so-called Millennial generation doesn’t talk. It communicates by texting and through social networks like Facebook Inc. (NASDAQ: FB) and Twitter.

The move to a data-only plan has a downside though, and that is a bigger demand for spectrum, already in short supply. How the wireless industry copes with ever-growing demand for bandwidth is the story of the next year or so for the carriers.

Paul Ausick