(keitai-l) Will built-to-order keitai take-off outside Japan?

From: Daniel Helmer <daniel_helmer_at_hotmail.com>
Date: 08/29/01
Message-ID: <F211upARWCWOZ58aiZL00018620@hotmail.com>
Now here is an insight into how the Euro i-mode (KPN) will deal with the 
handset issue.

http://www.cnn.com/2001/TECH/ptech/08/27/i.mode.handsets.idg/index.html

Make sense really, and I'm sure DoCoMo is holding the whip.

So is this the way forward for the global handset industry? (Well, 
built-to-order certainly worked for Dell, to give a PC analogy). I guess the 
question is, and this is also mentioned in the article, can handset makers 
be profitable this way?

What if Vodafone steps up to Nokia and start flexing its muscles and demands 
built-to-order WAP handsets to optimise Vodafone content and services? But 
then again, maybe Nokia will flex its even bigger muscles and laugh (in 
Finnish, which sounds very intimidating...) An example of the latter, I got 
the Director of Mobile Networks of C&W Optus here in Australia on record 
saying that they wouldn't even consider launching its GPRS network 
commercially until they got the Nokia GPRS phones - because that's all 
people will buy.

Cheers,

Daniel Helmer
KPMG Consulting




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Received on Wed Aug 29 05:20:56 2001