The Mobile phone Business in Brazil or elsewhere? About 6 months ago TSU was sanctioned for poor service. I look at this as being similar to the temporary growing pains that ATT suffered about 3 to 5 years ago. The tower build out will improve in that sense TSU is no different than a lot of infrastructure needs in Brazil.
The 2nd beneficial thing that I see is that Apple is loosing power to make the service providers subsidize an ever bigger part of the initial cost. The Android models will keep the heat on so that Apples expansion to BRIC counties will not be on the same level as occurred in the US.