IMO, the most attractive thing Docomo brings to the table in Europe is
their pricing model for content providers. If they are going to let content
providers keep the percentages that they do in Japan, providers should flock
----- Original Message -----
From: "Giovanni Bertani" <giovanni.bertani_at_exsense.com>
Sent: Sunday, June 22, 2003 4:24 PM
Subject: (keitai-l) Re: Ntt DoCoMo i-mode enters the italian market with
> Hi Ken
> I agree with you. Ntt DoCoMo could be effective on a fragmented
> market that still has not solved most of the problems of WAP:
> 1 - One content technology standard
> 2 - One transparent business model for users and content providers
> 4 - Real content providers support (Also to small companies)
> 5 - Simple interface and portal i-menu
> 6 - Addressing the mass market
> Under this point of view only Vodafone seams a serious competitor
> together, in some way, with Nokia.
> The real opportunity for DoCoMo is with new generation i-mode
> phones entering the market. This is still the very weak part of
> Ntt DoCoMo EU strategy:
> On the other side Nokia could be the catalyzer capable of setting the
> de-facto technology standard alternative to i-mode.
> If Nokia phones will be the benchmark for content compatibility,
> the others will follow so we will have a serious competing content
> technology standard.
> About business models... market will dictate the way to be competitive
> and some strange revenue sharing models will probably disappear as
> operators will need more and more quality content to be successful.
> Vodafone is just replicating, inside the group, the i-mode strategy
> but with a more effective marketing push and use of open standards
> One question: Do you see any advantage of the european i-mode
> over Vodafone Live! ?
> I can't see clearly...
> Giovanni Bertani
> Mobile VAS consultant and Analyst
> This mail was sent to address jeff3724_at_attbi.com
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Received on Mon Jun 23 23:14:08 2003