(keitai-l) Re: Free voice calls - really?!?

From: <michael_at_haa.com.tw>
Date: 08/08/01
Message-ID: <419EAE446D17D4118E1B0080C8F78A69D9E596@mail.haa.com.tw>
any reason that operators in other countries can't simply copy the business
model of mobile data service from DoCoMo??

Michael

-----Original Message-----
From: Gerhard Fasol [mailto:fasol@eurotechnology.com]
Sent: Wednesday, August 08, 2001 9:41 AM
To: keitai-l@appelsiini.net; fasol@eurotechnology.com
Subject: (keitai-l) Re: Free voice calls - really?!?


Marc Printz wrote:
> 
> Hi!
> 
> I'm reading and hearing over and over again that telcos will
> be moving away from charging for voice calls and that data in
> the mobile space will be generating the bucks/euros/yens. I
> still can't see how this will ever work and why telcos should
> give away a service for free that is still and will ever be
> the main interest/value for people carrying keitai. Please
> convince me! I'm sure its possible. The other issue is that
> voice calls will then be usable for free low-bandwidth data,
> too (similar to covert channel), so there'll be interesting
> new business models exploiting this?

That's an easy one to answer: 

if you look at DoCoMo's figures you'll see that DoCoMo's voice 
income goes down and the data income goes up. Most other mobile 
carriers in the western world have not reached that position yet, 
because they have not found a viable business model for mobile 
data service yet. That's one of the reasons the valuation of 
DoCoMo is so high.

Gerhard Fasol
http://www.eurotechnology.com/

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Received on Wed Aug 8 08:38:08 2001