Interesting viewpoints, Drew. I agree to some limited extent.
We can also see some withering of telecom-vines going on in
Actually, some companies in the mobile food chain
in Japan recently went public and are doing rather well - so
well that they are talking to us to expand to Europe and US.
We recently have a pretty large number of US and European
companies coming to us to help them build a participation here in
Japan's mobile internet markets. Some of these recently
changed their names from something like:
new name: i-fantastic
I guess maybe the truth is somewhere in the middle...
> 1. I am not speaking as a representative of Nokia (anyway I am the venture
> fund NOT Nokia) but as individual participating in this list.
> 2. In this case, we were speaking about the sustainability and
> extensibility of the model.
> The sustainability of the Japanese model has been called into doubt by the
> withering on the vine of many in the carrier's food chain, this is all the
> way from the terminal manufacturers (despite the fact that NEC and
> Matsushita are selling so many terminals they are still on very very tough
> times) to their suppliers (despite the fact companies like Access have 80%
> share of their particular space you do not see huge ramp in revenues) to the
> content providers (it is no coincidence that many of the famous aggregators
> are morphing their business models to become 'platform providers'). These
> are not Nokia observations, but the observations of the JAPANESE companies
> that participated in this committees work.
[ excessive quoting removed ]
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Received on Tue Sep 18 17:06:54 2001