Hi Giovanni,
Don't you think that since the vast majority of ARPU is voice based, it
makes sense for every telco to play the voice price game?
In my opinion, no matter how many great features you have on the data side,
people are driven to a particular mobile carrier due to their ability to
deliver the best coverage at the lowest price.
Of course, this is different in Japan, but even so, FOMA didn't really start
to develop until we saw a lowering in the basic pricing and good coverage.
Until that point, there was not real usage of FOMA.
I think that in terms of the UK market, its not the worst strategy to get
3's phones out to the public in the face of some heavy competition for data
and voice.
After they get a critical mass of customers, then perhaps they can exert
more effort on competing on data FOMA style.
mark
On 6/5/03 19:21, "Giovanni Bertani" <giovanni.bertani@exsense.com> wrote:
>
> From:
>
> www.mobilecommerceworld.com
>
>
> " "3" are not focusing on the mobile services that should
> be generating 20 - 40% of 3G revenues
>
> "3" are buying customers by offering the lowest minute
> prices in the UK
>
> The two above factors can influence the customers perception
> of "3" - to the effect that "3" is just a new discount brand -
> rather than the first 3G mobile operator in Europe.
>
> ...
>
> It is greatly disappointing that "3" have decided basically join
> in the voice minute price war rather than focus on all the mobile
> services - especially video calls - that "3" offers - services - even
> though they are similar to Vodafone Live - that ought to be the
> backbone of a healthy 3G mobile market. Now one has to worry
> that "3" are setting the stage for a somewhat less healthy 3G
> market where once again the focus in on price and price alone. "
>
> At 3 maybe they don't believe that content and services can drive
> their business. Probably because EU market is not yet ready for
> advanced content services as the JP is.
>
> Is this making sense?
> Is this a boomerang?
>
> Looks like it is the opposite approach than Ntt DoCoMo with FOMA...
>
> What do you think?
>
> Cheers
>
> Giovanni
>
> ________________________________________________________
> giovanni bertani mobile vas consultant (giovanni.bertani@exsense.com)
> exsense verona italy (phone:+39-045-8006624 fax: +39-045-801991)
>
>
> This mail was sent to address mark@consect.com
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Received on Fri Jun 6 17:31:31 2003