(keitai-l) Re: Mobile firms linked to set standards

From: Shiladitya 'Sunny' Ghosh <sunny_at_netgalactic.com>
Date: 06/13/02
Message-ID: <GJEMKKOENNBEAGDHEMAPOEMOCJAA.sunny@netgalactic.com>
Hi friends,

More news on the global alliance ... Big daddy on with 3G - [ Many of the
devices produced by these manufacturers use the Symbian operating system and
so phase two of the plan will no doubt be to 'encourage' these manufacturers
off the Symbian platform and onto Windows ]

Microsoft to go 3G? By IT Analysis Posted: 13/06/2002 at 09:00 GMT
http://www.theregister.co.uk/content/6/25700.html

>>>

All the time spent in the court room seems to have given Microsoft plenty of
time to contemplate life the universe and everything. Never one to lie on
its laurels the company is always keen to look for new markets to move into.
We saw recently that the troubled telecom operator WorldCom may be on the
shopping list and now there is news that the Redmond software vendor may be
taking on other struggling telecoms companies in the 3G space.

Rarely a week goes by without another telecom operator or manufacturer
announcing more tales of woe. Whilst the Internet and mobile phones have
proved popular, the bursting of the dot com bubble has taken the wind out of
the sails of the telecom industry. Microsoft by comparison has continued,
through fair means or foul, to maintain its dominant position in operating
systems and the desktop applications market. And with the DoJ case over bar
the shouting, the money the company saved in case of massive financial
penalties is now bulging out of the pockets of Bill et al.

So, with the telecoms industry on its knees, Microsoft smells an
opportunity. The idea is that Microsoft will get the mobile operators to
adopt mobile devices that use the Windows operating systems and are based on
a design by Microsoft, Texas Instruments and Intel. The devices would be
produced by Asian manufacturers making them inexpensive and quick to
deliver.

This plays into the hands of the company's .Net strategy. Microsoft is
betting the business on its move into Web Services and the more devices
there are running the company's operating system and software, the more it
makes in licensing fees. The story has a familiar ring to it as the strategy
is remarkably similar to the one used to gain dominance in the PC sector
where the company 'encouraged' PC vendors to adopt the Windows operating
system.

This time the competition comes from the incumbent mobile manufacturers such
as Nokia, Sony-Ericsson, Motorola and Panasonic. Many of the devices
produced by these manufacturers use the Symbian operating system and so
phase two of the plan will no doubt be to 'encourage' these manufacturers
off the Symbian platform and onto Windows.

In normal market conditions, you may question whether or not this strategy
will work. After all, the mobile market of today is far more mature than the
PC market of the 1980s and the incumbent vendors are established
international organisations, not Taiwanese clone makers. But as every
telecom associated vendor continues to report losses, the Microsoft pill can
be greatly sweetened by the offer of a cash infusion.

Love 'em or loath 'em you've got to admire the balls of Bill et al.

>>>
Received on Thu Jun 13 14:11:45 2002