The iMode/WAP battles are done. The technologies will either merge or =
come to resemble each other in functionality.
The larger issues are:
1. What kind of services will end users pay for?
2. How much money will it require to start these services? This =
includes the cost of content creation, network provisioning, but also =
terminal functionality.
3. What will be the revenue and margins for these services?
It seesm that European carriers have a very high revenue mobile data =
business in SMS--I believe it is much larger than Japan's mobile data =
revenues. I also believe the margins are much higher, because cost of =
the terminal and network to provide these services are much more =
inexpensive than the ones used for something like iMode. It will be =
difficult for leading European carriers to invest huge amounts of money =
(network costs or subsidies for expensive terminals) for a lower margin =
business. The point of inflexion will probably be when the cost of =
these new services is significantly reduced. Any ideas when that might =
be?
-----Original Message-----
From: ext Andrea [mailto:anima@gmx.de]
Sent: Friday, March 15, 2002 12:30 PM
Subject: (keitai-l) Re: Nokia-Germany CEO interview
The disucssion about i-mode being a closed, propriatary and incompatible
standard is just silly, used by people who have no better arguments
against it.
Received on Fri Mar 15 05:56:57 2002