(keitai-l) Re: AW: Is this the future? networks fusion?

From: Giovanni Bertani <giovanni.bertani_at_exsense.com>
Date: 05/16/03
Message-Id: <038873F1-8779-11D7-80A9-003065BA6D3A@exsense.com>
Philip

>
>> Boundaries between short distance wireless (WIFI, Bluetooth),
>> voice service, wire broadband and mobile are blurring.
>> An effective service will be much more network independent
>> switching between one connection to another.
>>
>> So ADSL, cable, mobile, FOMA, WI-FI, CDMA 2000 1x/PHS,
>> bluetooth etc.. will be integrated depending on the operator strategy
>> and capability to provide an effective economic and dependable
>> ubiquitous service coverage.
>
> That's my thinking as well.  The question is, do the network operators
> share this vision?  I've seen some slides from one of the major
> telecommunications companies here in Japan that suggests that they
> may...but I'm wondering how widespread this is.  We keep hearing about
> individual services, never (although you may all correct me) a bundle.

Yes really this looks like the critical point....

Probably because going to this direction could oblige the operators
to make big changes into their group structures and investment plans.
Like merging Ntt and DoCoMo activities...

>
>
>> Maybe we are still too much focused in comparing on e network
>> tech to another... like many today do compare WI-FI to 3G...
>
> What happens if these all become complimentary to each other?

Yes explosive... if some operators will have not enough resources
to support this  could be a bad shock-wave...

Here comes the point of the licenses. As a paradox we could have
no licensed inexpensive WI-FI integrated with hugely expensive
3G networks. Another confirmation that the EU licensing strategy
has been quite short sighted....
>
>
>> Looks interesting and I wonder how this will affect the telcos
>> still divided into different wire and wireless products and markets.
>
> Me too!  Anyone else care to weigh in on this one?

Maybe some operators will could have serious problems in managing
such a change as they are already at the limit in supporting financially
the development of 3G networks or broadband.

If somebody will go in this direction we could see the whole industry
reshaping new mergers and alliances both in the operators businesses
and  technology vendors.

Cheers

Giovanni


________________________________________________________
giovanni bertani   mobile vas consultant (giovanni.bertani@exsense.com)
exsense     verona italy    (phone:+39-045-8006624 fax: +39-045-801991)
Received on Fri May 16 11:36:33 2003